Clarity Wealth Development LLC
CIK 2048774 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- VTI19.95%
- DFSV11.44%
- VEA10.27%
- SCHR7.24%
- DFEM4.94%
- NUDM4.08%
- DFGR3.68%
- AAPL3.45%
- NUSC3.45%
- DISV3.36%
Share classes counted separately71.86%
Portfolio value by quarter
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 | $18.38M | 19.95% | 61.55K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $10.54M | 11.44% | 332.28K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $9.46M | 10.27% | 189.45K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $6.67M | 7.24% | 273.26K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $4.55M | 4.94% | 173.44K shares | Prior unavailable — | — | ↗▾ |
| 06 | NUDMNUVEEN ESG INTL DEVEL MRK EQNUVEEN ESG INTL View history and evidence | $3.76M | 4.08% | 119.57K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $3.39M | 3.68% | 131.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $3.18M | 3.45% | 13.48K shares | Prior unavailable — | — | ↗▾ |
| 09 | NUSCNUVEEN ESG SMALL-CAP ETFNUVEEN ESG SMLCP View history and evidence | $3.17M | 3.45% | 73.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $3.10M | 3.36% | 112.89K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2048774 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 10, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 92131871
}Research all 46 reported holdings.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.