Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- 最新申報
- 2026/7/27
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/12 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 41
- 較 2024 年第 4 季 −5
- 總值
- $8,962 萬
- 較 2024 年第 4 季 −$251.2 萬 (−2.7%)
| 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 | 62,188 | $1,697 萬 | 18.9% | +640+1.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 188,286 | $995.5 萬 | 11.1% | −1,166−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 363,762 | $965.8 萬 | 10.8% | +31,481+9.5% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 309,649 | $777.2 萬 | 8.7% | +36,390+13.3% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 183,207 | $487.0 萬 | 5.4% | +9,768+5.6% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 114,891 | $379.3 萬 | 4.2% | −4,675−3.9% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 122,232 | $368.9 萬 | 4.1% | +9,347+8.3% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 136,719 | $359.4 萬 | 4.0% | +5,694+4.3% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 113,938 | $285.5 萬 | 3.2% | +294+0.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,235 | $281.2 萬 | 3.1% | −249−1.8% | 減碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 71,240 | $266.3 萬 | 3.0% | −1,755−2.4% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 74,424 | $214.7 萬 | 2.4% | −8,746−10.5% | 減碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 60,837 | $178.6 萬 | 2.0% | −1,107−1.8% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,570 | $168.2 萬 | 1.9% | +157+0.8% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 31,955 | $163.9 萬 | 1.8% | −2,043−6.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,034 | $119.9 萬 | 1.3% | +10+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,960 | $118.5 萬 | 1.3% | −109−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 18,469 | $110.7 萬 | 1.2% | −1,223−6.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 907 | $90.2 萬 | 1.0% | −9−1.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,720 | $89.1 萬 | 1.0% | −940−6.0% | 減碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 12,534 | $78.5 萬 | 0.9% | +3,543+39.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,051 | $77.4 萬 | 0.9% | −152−3.6% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 7,690 | $55.8 萬 | 0.6% | −515−6.3% | 減碼 | – |
| MAMastercard Inc | Stock | 1,010 | $55.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,569 | $54.2 萬 | 0.6% | −74−4.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,523 | $53.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,937 | $51.1 萬 | 0.6% | −408−5.6% | 減碼 | – |
| SOSouthern Co | Stock | 5,396 | $49.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $41.3 萬 | 0.5% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,245 | $36.1 萬 | 0.4% | −120−5.1% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 8,905 | $34.9 萬 | 0.4% | +575+6.9% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,217 | $34.0 萬 | 0.4% | +249+6.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 660 | $31.4 萬 | 0.4% | −100−13.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 577 | $30.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,492 | $26.1 萬 | 0.3% | −1,410−36.1% | 減碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 10,484 | $25.3 萬 | 0.3% | +10,484 | 新進 | – |
| BABoeing Co | Stock | 1,283 | $23.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,178 | $23.0 萬 | 0.3% | −8−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,023 | $22.1 萬 | 0.2% | −146−12.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 574 | $21.7 萬 | 0.2% | −27−4.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,280 | $20.3 萬 | 0.2% | −60−4.5% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 562 | $23.1 萬 | 0.3% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 369 | $22.2 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 |