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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002048774

Clarity Wealth Development LLC

Corvallis, OR · File #028-24867

Latest AUM
$118.2M
Positions
45
Top-10 Concentration
75.9%
Filings
5

Sector Allocation

Financials
9.8%$11.6M
Technology
4.3%$5.1M
Utilities
0.4%$473,496
Healthcare
0.2%$227,818

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876971,315$23.9M20.23%
2DIMENSIONAL ETF TRUST25434V815453,367$14.9M12.61%
3VANGUARD TAX-MANAGED FDS921943858212,910$13.3M11.25%
4SCHWAB STRATEGIC TR808524854386,777$9.7M8.21%
5DIMENSIONAL ETF TRUST25434V732224,048$7.4M6.27%
6DIMENSIONAL ETF TRUST25434V781146,020$5.5M4.69%
7DIMENSIONAL ETF TRUST25434V658171,241$4.5M3.83%
8NUSHARES ETF TRNU111,489$4.0M3.42%
9ISHARES TR46435G243127,177$3.2M2.72%
10NUSHARES ETF TRNU70,724$3.2M2.67%
11APPLE INCAAPL11,492$3.1M2.64%
12VANGUARD SCOTTSDALE FDS92206C87025,319$2.1M1.79%
13NUSHARES ETF TRNU58,618$2.1M1.76%
14PIMCO ETF TR72201R86638,493$2.0M1.71%
15SPDR SERIES TRUST78464A67260,891$1.8M1.49%
16MICROSOFT CORPMSFT3,630$1.8M1.49%
17VANGUARD SCOTTSDALE FDS92206C40917,810$1.4M1.20%
18DIMENSIONAL ETF TRUST25434V40115,861$1.2M1.00%
19AMERICAN CENTY ETF TR02507260414,059$1.1M0.92%
20VANGUARD WORLD FD92191069114,285$908,9550.77%