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CIK: 0002048774
Total reported value
$180.2M
$180.2M
46 檔
27.5%
The Q4 2024 SEC filing reveals that Clarity Wealth Development LLC held a total portfolio value of $180.2M, covering 46 public equity positions.
During Q4 2024, Clarity Wealth Development LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.95% | -4.49% | — | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 11.44% | -2.72% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.27% | -2.92% | — | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.24% | -2.15% | — | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.94% | -0.77% | — | |
| 6 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 4.08% | -1.79% | — | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.68% | -0.82% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.45% | -0.28% | — | |
| 9 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 3.45% | -1.46% | — | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.36% | -1.12% | — | |
| 11 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 3.07% | -0.82% | — | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.53% | -1.07% | — | |
| 13 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.96% | -0.87% | — | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.92% | -0.11% | — | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.79% | +1.71% | — | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.40% | -0.21% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.34% | — | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | +2.77% | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.01% | -0.72% | — | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.17% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.29% | — | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.71% | -0.35% | — | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.44% | EXIT | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.08% | — | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.12% | — | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.61% | -0.28% | — | |
| 27 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.59% | -0.56% | EXIT | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.08% | — | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.49% | -0.14% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.09% | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.06% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.08% | — | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.38% | -0.10% | — | |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.37% | -0.13% | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | +0.12% | NEW | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.04% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.04% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.05% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.25% | -0.04% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.13% | NEW | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.13% | NEW | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.12% | NEW | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.22% | — | — | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.08% | — |
According to official SEC Form 13F filings, Clarity Wealth Development LLC reported a total U.S. public equity portfolio value of $180.2M across 46 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, DFSV, VEA) accounted for 27.5% of total reported equity market value during Q4 2024.
During Q4 2024, Clarity Wealth Development LLC's top holdings by market value included VTI (19.9%)、DFSV (11.4%)、VEA (10.3%). The largest single position, VTI, represented 19.9% of total portfolio value.
In Q4 2024, Clarity Wealth Development LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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