Portfolio (Quarterly)
Guide ↗
Clarity Wealth Development LLC
· CIK 0002048774| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ABBV | ABBVIE INC | Healthcare | 997.0 | $228K | 0.19% | NEW | — | $228.50 | -6.1% |
| 42 | DFIV | DIMENSIONAL ETF TRUST | — | 4,507.0 | $225K | 0.19% | NEW | — | $49.90 | +11.8% |
| 43 | NEE | NEXTERA ENERGY INC | Utilities | 2,800.0 | $225K | 0.19% | NEW | — | $80.28 | +11.7% |
| 44 | BA | BOEING CO | Industrials | 1,013.0 | $220K | 0.19% | NEW | — | $217.12 | +1.1% |
| 45 | QCOM | QUALCOMM INC | Technology | 1,209.0 | $207K | 0.17% | NEW | — | $171.05 | +18.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.2%
Financial Services
13.4%
Communication Services
9.7%
Consumer Defensive
8.9%
Consumer Cyclical
7.3%
Utilities
6.3%
Industrials
6.2%
Healthcare
2.1%