Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- 最新申報
- 2026/7/27
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 45
- 較 2025 年第 3 季 0
- 總值
- $1.18 億
- 較 2025 年第 3 季 +$742.5 萬 (+6.7%)
| 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 | 71,315 | $2,391 萬 | 20.2% | +4,038+6.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 453,367 | $1,491 萬 | 12.6% | +49,467+12.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 212,910 | $1,330 萬 | 11.3% | +15,659+7.9% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 386,777 | $970.0 萬 | 8.2% | +39,909+11.5% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 224,048 | $741.2 萬 | 6.3% | +25,276+12.7% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 146,020 | $554.9 萬 | 4.7% | +15,074+11.5% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 171,241 | $452.4 萬 | 3.8% | +23,836+16.2% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 111,489 | $403.7 萬 | 3.4% | +1,656+1.5% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 127,177 | $321.0 萬 | 2.7% | +6,826+5.7% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 70,724 | $315.8 萬 | 2.7% | +131+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,492 | $312.4 萬 | 2.6% | −147−1.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 25,319 | $212.0 萬 | 1.8% | +2,311+10.0% | 加碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 58,618 | $208.6 萬 | 1.8% | +521+0.9% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 38,493 | $201.7 萬 | 1.7% | +4,614+13.6% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 60,891 | $175.6 萬 | 1.5% | −4,859−7.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,630 | $175.6 萬 | 1.5% | −32−0.9% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,810 | $142.0 萬 | 1.2% | +1,410+8.6% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 15,861 | $117.6 萬 | 1.0% | 00.0% | 不變 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,059 | $108.3 萬 | 0.9% | −249−1.7% | 減碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 14,285 | $90.9 萬 | 0.8% | +807+6.0% | 加碼 | – |
| NKENIKE, Inc. | Stock | 12,562 | $80.0 萬 | 0.7% | +35+0.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,318 | $72.9 萬 | 0.6% | +71+2.2% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 7,267 | $68.3 萬 | 0.6% | −156−2.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,121 | $66.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,555 | $59.6 萬 | 0.5% | −81−1.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 675 | $58.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 993 | $56.7 萬 | 0.5% | +8+0.8% | 加碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 20,506 | $51.2 萬 | 0.4% | +6,456+46.0% | 加碼 | – |
| VVisa Inc. | Stock | 1,445 | $50.7 萬 | 0.4% | −10−0.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $50.7 萬 | 0.4% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 5,430 | $47.3 萬 | 0.4% | +34+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,383 | $46.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,564 | $44.6 萬 | 0.4% | +37+0.8% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 9,591 | $43.2 萬 | 0.4% | +123+1.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 660 | $40.6 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,280 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,753 | $39.5 萬 | 0.3% | +17+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 574 | $28.0 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $26.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,170 | $23.2 萬 | 0.2% | +8+0.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 997 | $22.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,507 | $22.5 萬 | 0.2% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 2,800 | $22.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,013 | $22.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,209 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |