Clarity Wealth Development LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$89.6B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 62,188 | $17.0B | 18.93% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 188,286 | $10.0B | 11.11% | |
| 3 | DFSVDIMENSIONAL ETF TRUST | 363,762 | $9.7B | 10.78% | |
| 4 | SCHRSCHWAB STRATEGIC TR | 309,649 | $7.8B | 8.67% | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 183,207 | $4.9B | 5.43% | |
| 6 | NUDMNUSHARES ETF TR | 114,891 | $3.8B | 4.23% | |
| 7 | DISVDIMENSIONAL ETF TRUST | 122,232 | $3.7B | 4.12% | |
| 8 | DFGRDIMENSIONAL ETF TRUST | 136,719 | $3.6B | 4.01% | |
| 9 | SUSBISHARES TR | 113,938 | $2.9B | 3.19% | |
| 10 | AAPLAPPLE INC | 13,235 | $2.8B | 3.14% | |
| 11 | NUSCNUSHARES ETF TR | 71,240 | $2.7B | 2.97% | |
| 12 | SPTISPDR SER TR | 74,424 | $2.1B | 2.40% | |
| 13 | NUEMNUSHARES ETF TR | 60,837 | $1.8B | 1.99% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 20,570 | $1.7B | 1.88% | |
| 15 | MUNIPIMCO ETF TR | 31,955 | $1.6B | 1.83% | |
| 16 | MSFTMICROSOFT CORP | 3,034 | $1.2B | 1.34% | |
| 17 | VCSHVANGUARD SCOTTSDALE FDS | 14,960 | $1.2B | 1.32% | |
| 18 | DFUSDIMENSIONAL ETF TRUST | 18,469 | $1.1B | 1.24% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 907 | $902.2M | 1.01% | |
| 20 | AVEMAMERICAN CENTY ETF TR | 14,720 | $890.7M | 0.99% | |
| 21 | VCEBVANGUARD WORLD FD | 12,534 | $785.4M | 0.88% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 4,051 | $773.8M | 0.86% | |
| 23 | AVDVAMERICAN CENTY ETF TR | 7,690 | $557.7M | 0.62% | |
| 24 | MAMASTERCARD INCORPORATED | 1,010 | $553.4M | 0.62% | |
| 25 | VVISA INC | 1,569 | $542.0M | 0.60% | |
| 26 | HONHONEYWELL INTL INC | 2,523 | $531.2M | 0.59% | |
| 27 | SLYVSPDR SER TR | 6,937 | $510.7M | 0.57% | |
| 28 | SOSOUTHERN CO | 5,396 | $495.8M | 0.55% | |
| 29 | IVVISHARES TR | 740 | $412.7M | 0.46% | |
| 30 | GOOGALPHABET INC | 2,245 | $361.2M | 0.40% | |
| 31 | NULVNUSHARES ETF TR | 8,905 | $349.2M | 0.39% | |
| 32 | NULGNUSHARES ETF TR | 4,217 | $340.1M | 0.38% | |
| 33 | NDQINVESCO QQQ TR | 660 | $313.9M | 0.35% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 577 | $307.7M | 0.34% | |
| 35 | MUBISHARES TR | 2,492 | $261.0M | 0.29% | |
| 36 | REETISHARES TR | 10,484 | $253.4M | 0.28% | |
| 37 | BABOEING CO | 1,283 | $235.1M | 0.26% | |
| 38 | ABBVABBVIE INC | 1,178 | $229.8M | 0.26% | |
| 39 | UNPUNION PAC CORP | 1,023 | $220.7M | 0.25% | |
| 40 | VUGVANGUARD INDEX FDS | 574 | $217.1M | 0.24% | |
| 41 | GOOGLALPHABET INC | 1,280 | $203.3M | 0.23% |