Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- 最新申報
- 2026/7/27
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 46
- 2024 年第 3 季沒有申報
- 總值
- $9,213 萬
- 2024 年第 3 季沒有申報
Clarity Wealth Development LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 61,548 | $1,838 萬 | 19.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 332,281 | $1,054 萬 | 11.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 189,452 | $946.1 萬 | 10.3% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 273,259 | $667.0 萬 | 7.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 173,439 | $454.8 萬 | 4.9% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 119,566 | $375.6 萬 | 4.1% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 131,025 | $339.2 萬 | 3.7% | – | – | – |
| AAPLApple Inc. | Stock | 13,484 | $318.2 萬 | 3.5% | – | – | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 72,995 | $317.5 萬 | 3.4% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 112,885 | $309.8 萬 | 3.4% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 113,644 | $282.4 萬 | 3.1% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 83,170 | $233.4 萬 | 2.5% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 61,944 | $180.6 萬 | 2.0% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 33,998 | $176.5 萬 | 1.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,413 | $164.9 萬 | 1.8% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 19,692 | $129.4 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,024 | $125.5 萬 | 1.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,069 | $118.2 萬 | 1.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,660 | $92.7 萬 | 1.0% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 916 | $89.8 萬 | 1.0% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,203 | $85.0 萬 | 0.9% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 7,345 | $65.3 萬 | 0.7% | – | – | – |
| HONHoneywell International Inc | COM | 2,523 | $56.5 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,643 | $56.1 萬 | 0.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,010 | $56.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 8,991 | $56.1 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 8,205 | $54.6 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,365 | $48.6 萬 | 0.5% | – | – | 歷史 |
| SOSouthern Co | Stock | 5,396 | $45.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $44.7 萬 | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,902 | $41.6 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 760 | $39.7 萬 | 0.4% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,968 | $34.7 萬 | 0.4% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 8,330 | $34.1 萬 | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,169 | $29.0 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,340 | $27.3 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 577 | $27.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 601 | $25.1 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 562 | $23.1 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 1,283 | $22.6 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 369 | $22.2 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,186 | $21.8 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 900 | $21.4 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,209 | $20.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,918 | $20.7 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 2,816 | $20.2 萬 | 0.2% | – | – | 歷史 |