Clarity Wealth Development LLC
CIK 2048774 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- VTI15.27%
- DFSV11.02%
- VEA8.63%
- SCHR6.88%
- DFGX6.54%
- DFEM5.92%
- SCHO4.52%
- DFSU4.04%
- VCSH3.94%
- DISV3.75%
Share classes counted separately70.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight decreased · -4.49 pp19.76% → 15.27%Shares -1.12K (-1.48%)
- VEAWeight decreased · -2.92 pp11.55% → 8.63%Shares -2.65K (-1.20%)
- VCSHWeight increased · +2.77 pp1.17% → 3.94%Shares +71.60K (+394.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $27.51M | 15.27% | 74.35K shares | 19.76% → 15.27%-4.49 pp -1.12K (-1.48%) | Reduced | ▾ |
| 02 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP ETF View history and evidence | $19.85M | 11.02% | 511.63K shares | 13.74% → 11.02%-2.72 pp +31.25K (+6.51%) | Added | ▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $15.54M | 8.63% | 218.10K shares | 11.55% → 8.63%-2.92 pp -2.65K (-1.20%) | Reduced | ▾ |
| 04 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $12.39M | 6.88% | 502.37K shares | 9.03% → 6.88%-2.15 pp +58.20K (+13.10%) | Added | ▾ |
| 05 | DFGXDIMSNL INTR CF IN ETF-USD ININTL COR FIX ETF View history and evidence | $11.78M | 6.54% | 219.89K shares | Prior unavailable +219.89K | New | ▾ |
| 06 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $10.67M | 5.92% | 262.59K shares | 6.69% → 5.92%-0.77 pp +25.21K (+10.62%) | Added | ▾ |
| 07 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $8.14M | 4.52% | 337.23K shares | Prior unavailable +337.23K | New | ▾ |
| 08 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $7.28M | 4.04% | 156.22K shares | Prior unavailable +156.22K | New | ▾ |
| 09 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $7.09M | 3.94% | 89.75K shares | 1.17% → 3.94%+2.77 pp +71.60K (+394.46%) | Added | ▾ |
| 10 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $6.75M | 3.75% | 168.23K shares | 4.87% → 3.75%-1.12 pp +17.09K (+11.31%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AVDV AVANTIS INTL S/C VALUE ETF | Non-derivative | -6,900 | -$689.03K | SEC filing ↗ | SEC filing ↗ |
| HON HONEYWELL INTERNATIONAL INC | Non-derivative | -2,383 | -$538.54K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -1,262 | -$214.11K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2048774 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 180158938
}Research all 59 reported holdings.
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