CLARITY WEALTH DEVELOPMENT LLC 13F Portfolio
CLARITY WEALTH DEVELOPMENT LLC runs CLARITY WEALTH DEVELOPMENT LLC and currently holds 59 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $180.16M. Their top holdings are VTI, DFSV, VEA, SCHR, DFGX. The top five represent 48.3% of reported portfolio weight. CLARITY WEALTH DEVELOPMENT LLC ranks #887 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLARITY WEALTH DEVELOPMENT LLC initiated 15 new positions. They added to 22 existing positions. They trimmed 19 positions. Their current best-performing preview position is NULG with returns of +28.72%.
Portfolio Value
$180.16M
Alpha Score
22.1
#887 of 1000
Holdings
59
CLARITY WEALTH DEVELOPMENT LLC Current 13F Holdings
Reported holdings from CLARITY WEALTH DEVELOPMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
59 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 15.27% | $295.42 | $381.92 | +29.28% | Trimmed -1.48% |
 DFSV DIMENSIONAL ETF TRUST | 11.02% | $31.54 | $37.93 | +20.24% | Added +6.51% |
 VEA VANGUARD TAX-MANAGED FDS | 8.63% | $49.89 | $70.36 | +41.02% | Trimmed -1.20% |
 SCHR SCHWAB STRATEGIC TR | 6.88% | $24.57 | $23.72 | -3.46% | Added +13.10% |
 DFGX DIMENSIONAL ETF TRUST | 6.54% | $53.59 | $51.46 | -3.97% | New Buy |
 DFEM DIMENSIONAL ETF TRUST | 5.92% | $28.98 | $40.01 | +38.06% | Added +10.62% |
 SCHO SCHWAB STRATEGIC TR | 4.52% | $24.14 | $23.86 | -1.16% | New Buy |
DF DFSU DIMENSIONAL ETF TRUST | 4.04% | $46.63 | $48.11 | +3.17% | New Buy |
 VCSH VANGUARD SCOTTSDALE FDS | 3.94% | $78.89 | $77.30 | -2.02% | Added +394.46% |
 DISV DIMENSIONAL ETF TRUST | 3.75% | $29.94 | $42.66 | +42.48% | Added +11.31% |
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