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Livermore
Livermore
ZHEN

Clarity Wealth Development LLC

SEC CIK
0002048774
Latest filing
Jul 27, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 12, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
41
−5 vs. Q4 2024
Portfolio value
$89.6M
−$2.51M (−2.7%) vs. Q4 2024
Filed
May 12, 2025
SEC
Holdings of Clarity Wealth Development LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF62,188$17.0M18.9%+640+1.0%Added–
Vanguard Ftse Developed Markets ETF921943858ETF188,286$9.95M11.1%−1,166−0.6%Reduced–
Dimensional ETF Trust25434V815US SMALL CAP ETF363,762$9.66M10.8%+31,481+9.5%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF309,649$7.77M8.7%+36,390+13.3%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO183,207$4.87M5.4%+9,768+5.6%Added–
Nushares ETF Tr67092P805NUVEEN ESG INTL114,891$3.79M4.2%−4,675−3.9%Reduced–
Dimensional ETF Trust25434V781INTL SMALL CAP V122,232$3.69M4.1%+9,347+8.3%Added–
Dimensional ETF Trust25434V658GLOBAL REAL EST136,719$3.59M4.0%+5,694+4.3%Added–
iShares Tr46435G243ESG AWRE 1 5 YR113,938$2.86M3.2%+294+0.3%Added–
AAPLApple Inc.Stock13,235$2.81M3.1%−249−1.8%ReducedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP71,240$2.66M3.0%−1,755−2.4%Reduced–
SPDR Series Trust78464A672ST INTER ETF74,424$2.15M2.4%−8,746−10.5%Reduced–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN60,837$1.79M2.0%−1,107−1.8%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF20,570$1.68M1.9%+157+0.8%Added–
PIMCO ETF Tr72201R866INTER MUN BD ACT31,955$1.64M1.8%−2,043−6.0%Reduced–
MSFTMicrosoft CorpStock3,034$1.20M1.3%+10+0.3%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD14,960$1.18M1.3%−109−0.7%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF18,469$1.11M1.2%−1,223−6.2%Reduced–
COSTCostco Wholesale CorpStock907$902.2K1.0%−9−1.0%ReducedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT14,720$890.7K1.0%−940−6.0%Reduced–
Vanguard World FD921910691ESG US CORP BD12,534$785.4K0.9%+3,543+39.4%Added–
Vanguard Dividend Appreciation ETF921908844ETF4,051$773.8K0.9%−152−3.6%Reduced–
American Centy ETF Tr025072802INTL SMCP VLU7,690$557.7K0.6%−515−6.3%Reduced–
MAMastercard IncStock1,010$553.4K0.6%00.0%UnchangedHistory
VVisa Inc.Stock1,569$542.0K0.6%−74−4.5%ReducedHistory
HONHoneywell International IncCOM2,523$531.2K0.6%00.0%UnchangedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF6,937$510.7K0.6%−408−5.6%Reduced–
SOSouthern CoStock5,396$495.8K0.6%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF740$412.7K0.5%00.0%Unchanged–
GOOGAlphabet Inc.Stock2,245$361.2K0.4%−120−5.1%ReducedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL8,905$349.2K0.4%+575+6.9%Added–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP4,217$340.1K0.4%+249+6.3%Added–
Invesco QQQ Trust Series I46090E103ETF660$313.9K0.4%−100−13.2%Reduced–
BRK.BBerkshire Hathaway IncStock577$307.7K0.3%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF2,492$261.0K0.3%−1,410−36.1%Reduced–
iShares Tr46434V647GLOBAL REIT ETF10,484$253.4K0.3%+10,484New–
BABoeing CoStock1,283$235.1K0.3%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,178$229.8K0.3%−8−0.7%ReducedHistory
UNPUnion Pacific CorpStock1,023$220.7K0.2%−146−12.5%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF574$217.1K0.2%−27−4.5%Reduced–
GOOGLAlphabet Inc.Stock1,280$203.3K0.2%−60−4.5%ReducedHistory

Sold out since Q4 2024 (6)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Clarity Wealth Development LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
HDHome Depot, Inc.Stock562$231.4K0.3%History
SPYSPDR S&P 500 ETF TrustETF369$222.2K0.2%History
AMZNAmazon Com IncStock900$213.9K0.2%History
QCOMQualcomm IncStock1,209$209.1K0.2%History
iShares Tips Bond ETF464287176ETF1,918$207.2K0.2%–
NEENextera Energy IncStock2,816$201.5K0.2%History