Clarity Wealth Development LLC
CIK 2048774 · Holdings on Dec 31, 2025 · First reported Feb 11, 2026
Top ten holdings
Q4 2025- VTI20.23%
- DFSV12.61%
- VEA11.25%
- SCHR8.21%
- DFEM6.27%
- DISV4.69%
- DFGR3.83%
- NUDM3.42%
- SUSB2.72%
- NUSC2.67%
Share classes counted separately75.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFSVWeight increased · +0.99 pp11.62% → 12.61%Shares +49.47K (+12.25%)
- DISVWeight increased · +0.43 pp4.26% → 4.69%Shares +15.07K (+11.51%)
- NUDMWeight decreased · -0.42 pp3.84% → 3.42%Shares +1.66K (+1.51%)
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 | $23.91M | 20.23% | 71.31K shares | 20.52% → 20.23%-0.29 pp +4.04K (+6.00%) | Added | ↗▾ |
| 02 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $14.91M | 12.61% | 453.37K shares | 11.62% → 12.61%+0.99 pp +49.47K (+12.25%) | Added | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $13.30M | 11.25% | 212.91K shares | 10.98% → 11.25%+0.27 pp +15.66K (+7.94%) | Added | ↗▾ |
| 04 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $9.70M | 8.21% | 386.78K shares | 7.92% → 8.21%+0.29 pp +39.91K (+11.51%) | Added | ↗▾ |
| 05 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $7.41M | 6.27% | 224.05K shares | 5.98% → 6.27%+0.29 pp +25.28K (+12.72%) | Added | ↗▾ |
| 06 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $5.55M | 4.69% | 146.02K shares | 4.26% → 4.69%+0.43 pp +15.07K (+11.51%) | Added | ↗▾ |
| 07 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $4.52M | 3.83% | 171.24K shares | 3.64% → 3.83%+0.19 pp +23.84K (+16.17%) | Added | ↗▾ |
| 08 | NUDMNUVEEN ESG INTL DEVEL MRK EQNUVEEN ESG INTL View history and evidence | $4.04M | 3.42% | 111.49K shares | 3.84% → 3.42%-0.42 pp +1.66K (+1.51%) | Added | ↗▾ |
| 09 | SUSBISHARES ESG AWARE 1-5 YEAR UESG AWRE 1 5 YR View history and evidence | $3.21M | 2.72% | 127.18K shares | 2.76% → 2.72%-0.04 pp +6.83K (+5.67%) | Added | ↗▾ |
| 10 | NUSCNUVEEN ESG SMALL-CAP ETFNUVEEN ESG SMLCP View history and evidence | $3.16M | 2.67% | 70.72K shares | 2.88% → 2.67%-0.21 pp +131 (+0.19%) | Added | ↗▾ |
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, 2025
Data loaded Sep 23, 2026 · First reported Feb 11, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118205976
}Research all 45 reported holdings.
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