13F HOLDINGS REPORT
Clarity Wealth Development LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001941040-25-000106
Total Value
$92.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 61,548 | $18.4M | 19.95% |
| 2 | DIMENSIONAL ETF TRUST | 25434V815 | 332,281 | $10.5M | 11.44% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 189,452 | $9.5M | 10.27% |
| 4 | SCHWAB STRATEGIC TR | 808524854 | 273,259 | $6.7M | 7.24% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 173,439 | $4.5M | 4.94% |
| 6 | NUSHARES ETF TR | NU | 119,566 | $3.8M | 4.08% |
| 7 | DIMENSIONAL ETF TRUST | 25434V658 | 131,025 | $3.4M | 3.68% |
| 8 | APPLE INC | AAPL | 13,484 | $3.2M | 3.45% |
| 9 | NUSHARES ETF TR | NU | 72,995 | $3.2M | 3.45% |
| 10 | DIMENSIONAL ETF TRUST | 25434V781 | 112,885 | $3.1M | 3.36% |
| 11 | ISHARES TR | 46435G243 | 113,644 | $2.8M | 3.07% |
| 12 | SPDR SER TR | 78464A672 | 83,170 | $2.3M | 2.53% |
| 13 | NUSHARES ETF TR | NU | 61,944 | $1.8M | 1.96% |
| 14 | PIMCO ETF TR | 72201R866 | 33,998 | $1.8M | 1.92% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C870 | 20,413 | $1.6M | 1.79% |
| 16 | DIMENSIONAL ETF TRUST | 25434V401 | 19,692 | $1.3M | 1.40% |
| 17 | MICROSOFT CORP | MSFT | 3,024 | $1.3M | 1.36% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C409 | 15,069 | $1.2M | 1.28% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 15,660 | $927,229 | 1.01% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 916 | $897,733 | 0.97% |
| 21 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,203 | $849,913 | 0.92% |
| 22 | SPDR SER TR | 78464A300 | 7,345 | $652,530 | 0.71% |
| 23 | HONEYWELL INTL INC | 438516106 | 2,523 | $564,521 | 0.61% |
| 24 | VISA INC | V | 1,643 | $561,476 | 0.61% |
| 25 | MASTERCARD INCORPORATED | MA | 1,010 | $560,818 | 0.61% |
| 26 | VANGUARD WORLD FD | 921910691 | 8,991 | $560,634 | 0.61% |
| 27 | AMERICAN CENTY ETF TR | 025072802 | 8,205 | $546,289 | 0.59% |
| 28 | ALPHABET INC | GOOG | 2,365 | $486,244 | 0.53% |
| 29 | SOUTHERN CO | SOMN | 5,396 | $452,994 | 0.49% |
| 30 | ISHARES TR | 464287200 | 740 | $447,199 | 0.49% |
| 31 | ISHARES TR | 464288414 | 3,902 | $415,719 | 0.45% |
| 32 | INVESCO QQQ TR | IVZ | 760 | $397,040 | 0.43% |
| 33 | NUSHARES ETF TR | NU | 3,968 | $346,684 | 0.38% |
| 34 | NUSHARES ETF TR | NU | 8,330 | $341,114 | 0.37% |
| 35 | UNION PAC CORP | UNP | 1,169 | $289,716 | 0.31% |
| 36 | ALPHABET INC | GOOG | 1,340 | $273,387 | 0.30% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 577 | $270,423 | 0.29% |
| 38 | VANGUARD INDEX FDS | 922908736 | 601 | $251,326 | 0.27% |
| 39 | HOME DEPOT INC | HD | 562 | $231,374 | 0.25% |
| 40 | BOEING CO | BA-PA | 1,283 | $226,475 | 0.25% |
| 41 | SPDR S&P 500 ETF TR | SPY | 369 | $222,208 | 0.24% |
| 42 | ABBVIE INC | ABBV | 1,186 | $218,087 | 0.24% |
| 43 | AMAZON COM INC | AMZN | 900 | $213,912 | 0.23% |
| 44 | QUALCOMM INC | QCOM | 1,209 | $209,072 | 0.23% |
| 45 | ISHARES TR | 464287176 | 1,918 | $207,161 | 0.22% |
| 46 | NEXTERA ENERGY INC | NEE-PW | 2,816 | $201,505 | 0.22% |