Clarity Wealth Development LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$92.1B
Holdings
46
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 61,548 | $18.4B | 19.95% | |
| 2 | DFSVDIMENSIONAL ETF TRUST | 332,281 | $10.5B | 11.44% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 189,452 | $9.5B | 10.27% | |
| 4 | SCHRSCHWAB STRATEGIC TR | 273,259 | $6.7B | 7.24% | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 173,439 | $4.5B | 4.94% | |
| 6 | NUDMNUSHARES ETF TR | 119,566 | $3.8B | 4.08% | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 131,025 | $3.4B | 3.68% | |
| 8 | AAPLAPPLE INC | 13,484 | $3.2B | 3.45% | |
| 9 | NUSCNUSHARES ETF TR | 72,995 | $3.2B | 3.45% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 112,885 | $3.1B | 3.36% | |
| 11 | SUSBISHARES TR | 113,644 | $2.8B | 3.07% | |
| 12 | SPTISPDR SER TR | 83,170 | $2.3B | 2.53% | |
| 13 | NUEMNUSHARES ETF TR | 61,944 | $1.8B | 1.96% | |
| 14 | MUNIPIMCO ETF TR | 33,998 | $1.8B | 1.92% | |
| 15 | VCITVANGUARD SCOTTSDALE FDS | 20,413 | $1.6B | 1.79% | |
| 16 | DFUSDIMENSIONAL ETF TRUST | 19,692 | $1.3B | 1.40% | |
| 17 | MSFTMICROSOFT CORP | 3,024 | $1.3B | 1.36% | |
| 18 | VCSHVANGUARD SCOTTSDALE FDS | 15,069 | $1.2B | 1.28% | |
| 19 | AVEMAMERICAN CENTY ETF TR | 15,660 | $927.2M | 1.01% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 916 | $897.7M | 0.97% | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 4,203 | $849.9M | 0.92% | |
| 22 | SLYVSPDR SER TR | 7,345 | $652.5M | 0.71% | |
| 23 | HONHONEYWELL INTL INC | 2,523 | $564.5M | 0.61% | |
| 24 | VVISA INC | 1,643 | $561.5M | 0.61% | |
| 25 | MAMASTERCARD INCORPORATED | 1,010 | $560.8M | 0.61% | |
| 26 | VCEBVANGUARD WORLD FD | 8,991 | $560.6M | 0.61% | |
| 27 | AVDVAMERICAN CENTY ETF TR | 8,205 | $546.3M | 0.59% | |
| 28 | GOOGALPHABET INC | 2,365 | $486.2M | 0.53% | |
| 29 | SOSOUTHERN CO | 5,396 | $453.0M | 0.49% | |
| 30 | IVVISHARES TR | 740 | $447.2M | 0.49% | |
| 31 | MUBISHARES TR | 3,902 | $415.7M | 0.45% | |
| 32 | NDQINVESCO QQQ TR | 760 | $397.0M | 0.43% | |
| 33 | NULGNUSHARES ETF TR | 3,968 | $346.7M | 0.38% | |
| 34 | NULVNUSHARES ETF TR | 8,330 | $341.1M | 0.37% | |
| 35 | UNPUNION PAC CORP | 1,169 | $289.7M | 0.31% | |
| 36 | GOOGLALPHABET INC | 1,340 | $273.4M | 0.30% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 577 | $270.4M | 0.29% | |
| 38 | VUGVANGUARD INDEX FDS | 601 | $251.3M | 0.27% | |
| 39 | HDHOME DEPOT INC | 562 | $231.4M | 0.25% | |
| 40 | BABOEING CO | 1,283 | $226.5M | 0.25% | |
| 41 | SPYSPDR S&P 500 ETF TR | 369 | $222.2M | 0.24% | |
| 42 | ABBVABBVIE INC | 1,186 | $218.1M | 0.24% | |
| 43 | AMZNAMAZON COM INC | 900 | $213.9M | 0.23% | |
| 44 | QCOMQUALCOMM INC | 1,209 | $209.1M | 0.23% | |
| 45 | TIPISHARES TR | 1,918 | $207.2M | 0.22% | |
| 46 | NEENEXTERA ENERGY INC | 2,816 | $201.5M | 0.22% |