Clarity Wealth Development LLC
45 holdingsFiling period: 2026-03-31Current AUM: $134.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 75.5K | $24.2M | $27.8M | 20.72% | +4.2K | 2026-03-31 |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 480.4K | $16.8M | $19.1M | 14.20% | +27.0K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 220.8K | $14.1M | $15.6M | 11.62% | +7.8K | 2026-03-31 |
| 4 | SCHR | SCHWAB STRATEGIC TR | 444.2K | $11.1M | $10.8M | 8.08% | +57.4K | 2026-03-31 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 237.4K | $8.2M | $8.9M | 6.67% | +13.3K | 2026-03-31 |
| 6 | DISV | DIMENSIONAL ETF TRUST | 151.1K | $6.0M | $6.4M | 4.77% | +5.1K | 2026-03-31 |
| 7 | DFGR | DIMENSIONAL ETF TRUST | 178.3K | $4.7M | $5.3M | 3.96% | +7.0K | 2026-03-31 |
| 8 | NUDM | NUSHARES ETF TR | 111.1K | $4.0M | $4.5M | 3.35% | -427 | 2026-03-31 |
| 9 | SUSB | ISHARES TR | 129.8K | $3.3M | $3.2M | 2.40% | +2.6K | 2026-03-31 |
| 10 | NUSC | NUSHARES ETF TR | 71.3K | $3.2M | $3.6M | 2.71% | +557 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 11.5K | $2.9M | $3.5M | 2.64% | -40 | 2026-03-31 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | 26.0K | $2.1M | $2.1M | 1.57% | +665 | 2026-03-31 |
| 13 | NUEM | NUSHARES ETF TR | 58.0K | $2.1M | $2.3M | 1.73% | -618 | 2026-03-31 |
| 14 | MUNI | PIMCO ETF TR | 39.2K | $2.0M | $2.0M | 1.51% | +696 | 2026-03-31 |
| 15 | SPTI | SPDR SERIES TRUST | 57.3K | $1.6M | $1.6M | 1.20% | -3,577 | 2026-03-31 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | 18.2K | $1.4M | $1.4M | 1.06% | +342 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.6M | 1.22% | -100 | 2026-03-31 |
| 18 | DFUS | DIMENSIONAL ETF TRUST | 15.5K | $1.1M | $1.3M | 0.94% | -372 | 2026-03-31 |
| 19 | AVEM | AMERICAN CENTY ETF TR | 13.5K | $1.1M | $1.2M | 0.90% | -549 | 2026-03-31 |
| 20 | VCEB | VANGUARD WORLD FD | 14.7K | $926K | $908K | 0.68% | +454 | 2026-03-31 |
| 21 | AVDV | AMERICAN CENTY ETF TR | 6.9K | $689K | $722K | 0.54% | -367 | 2026-03-31 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 675 | $672K | $642K | 0.48% | -- | 2026-03-31 |
| 23 | NKE | NIKE INC | 12.6K | $663K | $524K | 0.39% | -- | 2026-03-31 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 3.0K | $648K | $721K | 0.54% | -301 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 2.0K | $569K | $707K | 0.53% | -134 | 2026-03-31 |
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