Clarity Wealth Development LLC 13F Holdings
CIK 0002048774 · Corvallis, OR
As of Sep 30, 2025, Clarity Wealth Development LLC reported 45 positions worth
CIK 0002048774 · Corvallis, OR
As of Sep 30, 2025, Clarity Wealth Development LLC reported 45 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 67,277 | $22.7M | 20.52% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 403,900 | 2.9M | 11.62% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 197,251 | 2.2M | 10.98% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 346,868 | $8.8M | 7.92% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 198,772 | $6.6M | 5.98% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 130,946 | $4.7M | 4.26% |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | NUDM | — | 109,833 | $4.3M | 3.84% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 147,405 | $4.0M | 3.64% |
| NUVEEN ESG SMALL-CAP ETF | NUSC | — | 70,593 | $3.2M | 2.88% |
| APPLE INC | AAPL | Technology | 11,639 | $3.1M | 2.83% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 120,351 | $3.1M | 2.76% |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | NUEM | — | 58,097 | $2.2M | 1.97% |
| MICROSOFT CORP | MSFT | Technology | 3,662 | $2.0M | 1.79% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 23,008 | $2.0M | 1.76% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 65,750 | .9M | 1.73% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 33,879 | .8M | 1.61% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 16,400 | .3M | 1.19% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 15,861 | .2M | 1.07% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 14,308 | .1M | 1.01% |
| VANGUARD WORLD FD | VCEB | — | 13,478 | $873.8K | 0.79% |
| NIKE INC | NKE | Consumer Cyclical | 12,527 | $844.7K | 0.76% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 3,247 | $712.9K | 0.64% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 7,423 | $667.9K | 0.60% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 675 | $624.0K | 0.56% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 6,636 | $598.5K | 0.54% |