13F HOLDINGS REPORT
Clarity Wealth Development LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001941040-25-000280
Total Value
$89.6M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 62,188 | $17.0M | 18.93% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 188,286 | $10.0M | 11.11% |
| 3 | DIMENSIONAL ETF TRUST | 25434V815 | 363,762 | $9.7M | 10.78% |
| 4 | SCHWAB STRATEGIC TR | 808524854 | 309,649 | $7.8M | 8.67% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 183,207 | $4.9M | 5.43% |
| 6 | NUSHARES ETF TR | NU | 114,891 | $3.8M | 4.23% |
| 7 | DIMENSIONAL ETF TRUST | 25434V781 | 122,232 | $3.7M | 4.12% |
| 8 | DIMENSIONAL ETF TRUST | 25434V658 | 136,719 | $3.6M | 4.01% |
| 9 | ISHARES TR | 46435G243 | 113,938 | $2.9M | 3.19% |
| 10 | APPLE INC | AAPL | 13,235 | $2.8M | 3.14% |
| 11 | NUSHARES ETF TR | NU | 71,240 | $2.7M | 2.97% |
| 12 | SPDR SER TR | 78464A672 | 74,424 | $2.1M | 2.40% |
| 13 | NUSHARES ETF TR | NU | 60,837 | $1.8M | 1.99% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 20,570 | $1.7M | 1.88% |
| 15 | PIMCO ETF TR | 72201R866 | 31,955 | $1.6M | 1.83% |
| 16 | MICROSOFT CORP | MSFT | 3,034 | $1.2M | 1.34% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C409 | 14,960 | $1.2M | 1.32% |
| 18 | DIMENSIONAL ETF TRUST | 25434V401 | 18,469 | $1.1M | 1.24% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 907 | $902,177 | 1.01% |
| 20 | AMERICAN CENTY ETF TR | 025072604 | 14,720 | $890,707 | 0.99% |
| 21 | VANGUARD WORLD FD | 921910691 | 12,534 | $785,380 | 0.88% |
| 22 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,051 | $773,846 | 0.86% |
| 23 | AMERICAN CENTY ETF TR | 025072802 | 7,690 | $557,679 | 0.62% |
| 24 | MASTERCARD INCORPORATED | MA | 1,010 | $553,377 | 0.62% |
| 25 | VISA INC | V | 1,569 | $541,987 | 0.60% |
| 26 | HONEYWELL INTL INC | 438516106 | 2,523 | $531,162 | 0.59% |
| 27 | SPDR SER TR | 78464A300 | 6,937 | $510,702 | 0.57% |
| 28 | SOUTHERN CO | SOMN | 5,396 | $495,838 | 0.55% |
| 29 | ISHARES TR | 464287200 | 740 | $412,661 | 0.46% |
| 30 | ALPHABET INC | GOOG | 2,245 | $361,198 | 0.40% |
| 31 | NUSHARES ETF TR | NU | 8,905 | $349,165 | 0.39% |
| 32 | NUSHARES ETF TR | NU | 4,217 | $340,059 | 0.38% |
| 33 | INVESCO QQQ TR | IVZ | 660 | $313,901 | 0.35% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 577 | $307,685 | 0.34% |
| 35 | ISHARES TR | 464288414 | 2,492 | $260,987 | 0.29% |
| 36 | ISHARES TR | 46434V647 | 10,484 | $253,398 | 0.28% |
| 37 | BOEING CO | BA-PA | 1,283 | $235,097 | 0.26% |
| 38 | ABBVIE INC | ABBV | 1,178 | $229,809 | 0.26% |
| 39 | UNION PAC CORP | UNP | 1,023 | $220,663 | 0.25% |
| 40 | VANGUARD INDEX FDS | 922908736 | 574 | $217,091 | 0.24% |
| 41 | ALPHABET INC | GOOG | 1,280 | $203,264 | 0.23% |