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 | DFIV | DIMENSIONAL ETF TRUST | — | 4,507.0 | $238K | 0.19% | — | — | $52.78 | +5.7% |
| 42 | MUB | ISHARES TR | — | 2,143.0 | $227K | 0.19% | -27.0 | -1.2% | $106.15 | -0.1% |
| 43 | XOM | EXXON MOBIL CORP | Energy | 1,262.0 | $214K | 0.17% | NEW | — | $169.66 | -7.9% |
| 44 | BA | BOEING CO | Industrials | 1,013.0 | $202K | 0.17% | — | — | $199.03 | +10.3% |
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
41.4%
Financial Services
12.9%
Consumer Defensive
10.5%
Industrials
9.7%
Communication Services
9.2%
Utilities
7.7%
Consumer Cyclical
6.5%
Energy
2.1%