13F-HR filed by Clarity Wealth Development LLC
Clarity Wealth Development LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-12, with 41 holding rows worth $89,620,243.
- Accession
- 0001941040-25-000280
- Filer
- CIK 2048774
- Filed
- 2025-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 41 entries on the cover page, a total value of $89,620,243 stated on the cover page (in dollars after the unit check, H1), rows summing to $89,620,243 with VALUE read as dollars as filed, 13F file number 028-24867. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 62,188 | $16,966,055 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 188,286 | $9,954,693 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 363,762 | $9,657,881 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 309,649 | $7,772,190 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 183,207 | $4,869,642 | dollars as filed | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 114,891 | $3,792,552 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 122,232 | $3,688,962 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 136,719 | $3,594,343 | dollars as filed | |
| ISHARES TR | 46435G243 | COM | 113,938 | $2,855,286 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,235 | $2,812,474 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 71,240 | $2,662,951 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 74,424 | $2,147,129 | dollars as filed | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 60,837 | $1,785,566 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 20,570 | $1,682,189 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 31,955 | $1,639,292 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,034 | $1,199,271 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 14,960 | $1,184,533 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 18,469 | $1,107,401 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 907 | $902,177 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 14,720 | $890,707 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 12,534 | $785,380 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,051 | $773,846 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 7,690 | $557,679 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,010 | $553,377 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,569 | $541,987 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,523 | $531,162 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 6,937 | $510,702 | dollars as filed | |
| Southern Company | 842587107 | COM | 5,396 | $495,838 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 740 | $412,661 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,245 | $361,198 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 8,905 | $349,165 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 4,217 | $340,059 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 660 | $313,901 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 577 | $307,685 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,492 | $260,987 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 10,484 | $253,398 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,283 | $235,097 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,178 | $229,809 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,023 | $220,663 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 574 | $217,091 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,280 | $203,264 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001941040-25-000280 | this filing | 2025-05-12 | acceptance time not in the bulk data set |