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Disclosed positions
Clarity Wealth Development LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $27,512,751
- Reported amount
- 74,351
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001941040-26-000460Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $27,512,751 | 74,351 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $19,846,322 | 511,635 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $15,539,757 | 218,102 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $12,388,543 | 502,374 | SH | None |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $11,784,800 | 219,887 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $10,671,576 | 262,588 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $8,140,780 | 337,232 | SH | None |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $7,284,352 | 156,216 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $7,093,234 | 89,754 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $6,750,990 | 168,228 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $6,258,234 | 75,720 | SH | None |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $5,487,150 | 189,408 | SH | None |
| APPLE INC | AAPL | COM | $3,763,268 | 13,005 | SH | None |
| DIMENSIONAL ETF TRUST | DFSB | GLOBAL SUSTAINA | $3,755,672 | 72,072 | SH | None |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $3,345,879 | 74,188 | SH | None |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $3,308,476 | 132,392 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $2,806,631 | 53,358 | SH | None |
| NUSHARES ETF TR | NUDM | NUVEEN ESG INTL | $2,657,808 | 66,412 | SH | None |
| NUSHARES ETF TR | NUSC | NUVEEN ESG SMLCP | $2,098,247 | 40,258 | SH | None |
| DIMENSIONAL ETF TRUST | DFSE | EMER MARK SU ETF | $1,643,671 | 33,627 | SH | None |
| NUSHARES ETF TR | NUEM | NUVEEN ESG EMRGN | $1,568,990 | 36,973 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,315,508 | 3,527 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $1,235,819 | 15,082 | SH | None |
| VANGUARD WORLD FD | VCEB | ESG US CORP BD | $870,356 | 13,868 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $705,247 | 1,996 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $686,882 | 734 | SH | None |
| INTEL CORP | INTC | COM | $562,755 | 4,030 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $539,641 | 721 | SH | None |
| EDGEWELL PERSONAL CARE CO | EPC | COM | $537,200 | 20,000 | SH | None |
| NIKE INC | NKE | CL B | $524,139 | 12,768 | SH | None |
| SOUTHERN CO | SO | COM | $516,451 | 5,396 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $506,256 | 986 | SH | None |
| VISA INC | V | COM CL A | $497,631 | 1,450 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $479,450 | 16,888 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $465,653 | 1,303 | SH | None |
| ENERGIZER HLDGS INC | ENR | COM | $454,311 | 21,190 | SH | None |
| NUSHARES ETF TR | NULG | NUVEEN ESG LRGCP | $438,858 | 3,749 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $431,450 | 1,823 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $412,524 | 560 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $403,953 | 2,755 | SH | None |
| NUSHARES ETF TR | NULV | NUVEEN ESG LRGVL | $377,624 | 7,554 | SH | None |
| GENERAL MILLS INC | GIS | COM | $327,645 | 9,415 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $306,239 | 612 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $305,680 | 3,168 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $280,947 | 858 | SH | None |
| CATERPILLAR INC | CAT | COM | $280,777 | 264 | SH | None |
| POST HLDGS INC | POST | COM | $264,780 | 3,000 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $261,338 | 3,034 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $243,468 | 4,507 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $240,480 | 2,740 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.