Clarity Wealth Development LLC
CIK 2048774 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $180.2M
- Posisi
- 59
- Per tanggal
- 30 Juni 2026
#6.810 dari 9.443 berdasarkan nilai 13F · top 72.1%
Nilai portofolio QoQ: +47.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,50%
- Bobot 25 kepemilikan teratas
- 93,16%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 15,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,34% Perkiraan pembelian $55.833.012 · penjualan $9.588.869
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,4% masih dipegang
- Posisi baru
- 18
- Meningkat
- 20
- Menurun
- 20
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,4%
Consumer products
0,8%
Communication Services
0,6%
Financial Services
0,6%
Retail
0,5%
Industrials
0,5%
Utilities
0,4%
Consumer Discretionary
0,3%
Consumer Staples
0,3%
Financials
0,2%
Healthcare
0,1%
Lainnya/Tidak terpetakan
92,3%
Portofolio lengkap 59 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $27.512.751 | 15,27% | 74.351 | $3.300.980 | Turun ×1 | ||
| DFSV | $19.846.322 | 11,02% | 511.635 | $3.013.702 | Naik ×6 | ||
| VEA | $15.539.757 | 8,63% | 218.102 | $1.393.850 | Turun ×1 | ||
| SCHR | $12.388.543 | 6,88% | 502.374 | $1.324.218 | Naik ×6 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $11.784.800 | 6,54% | 219.887 | Naik ×1 | |||
| DFEM | $10.671.576 | 5,92% | 262.588 | $2.470.270 | Naik ×6 | ||
| SCHO | $8.140.780 | 4,52% | 337.232 | Naik ×1 | |||
| DFSU | $7.284.352 | 4,04% | 156.216 | Naik ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $7.093.234 | 3,94% | 89.754 | $5.654.325 | Naik ×4 | ||
| DISV | $6.750.990 | 3,75% | 168.228 | $789.989 | Naik ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $6.258.234 | 3,47% | 75.720 | $4.108.083 | Naik ×6 | ||
| DFGR | $5.487.150 | 3,05% | 189.408 | $749.132 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $3.763.268 | 2,09% | 13.005 | $856.859 | Naik ×1 | ||
| DFSB | $3.755.672 | 2,08% | 72.072 | Naik ×1 | |||
| DFSI | $3.345.879 | 1,86% | 74.188 | Naik ×1 | |||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $3.308.476 | 1,84% | 132.392 | $54.988 | Naik ×3 | ||
| MUNI | $2.806.631 | 1,56% | 53.358 | $761.357 | Naik ×5 | ||
| NUDM | $2.657.808 | 1,48% | 66.412 | $-1.352.641 | Turun ×2 | ||
| NUSC | $2.098.247 | 1,16% | 40.258 | $-1.113.675 | Turun ×1 | ||
| DFSE | $1.643.671 | 0,91% | 33.627 | Naik ×1 | |||
| NUEM | $1.568.990 | 0,87% | 36.973 | $-561.855 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1.315.508 | 0,73% | 3.527 | $8.759 | Turun ×4 | ||
| DFUS | $1.235.819 | 0,69% | 15.082 | $137.494 | Turun ×2 | ||
| VCEB | $870.356 | 0,48% | 13.868 | $-55.695 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $705.247 | 0,39% | 1.996 | $135.256 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $686.882 | 0,38% | 734 | $14.126 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $562.755 | 0,31% | 4.030 | Naik ×1 | |||
| IVV | $539.641 | 0,30% | 721 | $56.535 | Turun ×1 | ||
| EPC Edgewell Personal Care Company Common Stock | $537.200 | 0,30% | 20.000 | Naik ×1 | |||
| NKE Nike, Inc. Common Stock | $524.139 | 0,29% | 12.768 | $-139.364 | Naik ×1 | ||
| SO Southern Company (The) Common Stock | $516.451 | 0,29% | 5.396 | $-7.653 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $506.256 | 0,28% | 986 | $10.243 | Turun ×1 | ||
| V Visa Inc. | $497.631 | 0,28% | 1.450 | $60.762 | Naik ×1 | ||
| SPTI | $479.450 | 0,27% | 16.888 | $-1.163.166 | Turun ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $465.653 | 0,26% | 1.303 | $97.576 | Naik ×1 | ||
| ENR Energizer Holdings, Inc. Common Stock | $454.311 | 0,25% | 21.190 | Naik ×1 | |||
| NULG | $438.858 | 0,24% | 3.749 | $27.173 | Turun ×2 | ||
| VIG | $431.450 | 0,24% | 1.823 | $-217.400 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $412.524 | 0,23% | 560 | $31.476 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $403.953 | 0,22% | 2.755 | $6.329 | Naik ×1 | ||
| NULV | $377.624 | 0,21% | 7.554 | $-43.069 | Turun ×2 | ||
| GIS General Mills, Inc. Common Stock | $327.645 | 0,18% | 9.415 | Naik ×1 | |||
| BRKB | $306.239 | 0,17% | 612 | $53.701 | Naik ×1 | ||
| AVEM | $305.680 | 0,17% | 3.168 | $-782.956 | Turun ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $280.947 | 0,16% | 858 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $280.777 | 0,16% | 264 | Naik ×1 | |||
| POST Post Holdings, Inc. Common Stock | $264.780 | 0,15% | 3.000 | Naik ×1 | |||
| VUG | $261.338 | 0,15% | 3.034 | $18.101 | Naik ×1 | ||
| DFIV | $243.468 | 0,14% | 4.507 | $5.589 | |||
| NEE NextEra Energy, Inc. Common Stock | $240.480 | 0,13% | 2.740 | $-19.573 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $233.097 | 0,13% | 978 | ||||
| ABBV AbbVie Inc. Common Stock | $233.033 | 0,13% | 926 | ||||
| MUB | $225.894 | 0,13% | 2.099 | $-1.585 | Turun ×2 | ||
| BA Boeing Company (The) Common Stock | $223.614 | 0,12% | 1.033 | $21.997 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $221.309 | 0,12% | 1.106 | Naik ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $218.052 | 0,12% | 1.180 | ||||
| UNP Union Pacific Corporation Common Stock | $216.398 | 0,12% | 796 | ||||
| LMT Lockheed Martin Corporation Common Stock | $205.822 | 0,11% | 404 | $-37.747 | Naik ×1 | ||
| SLYV | $201.526 | 0,11% | 1.847 | $-363.211 | Turun ×4 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFSV | $19.846.322 | 11,02% | naik ×6 |
| SCHR | $12.388.543 | 6,88% | naik ×6 |
| DFEM | $10.671.576 | 5,92% | naik ×6 |
| VCSH | $7.093.234 | 3,94% | naik ×4 |
| DISV | $6.750.990 | 3,75% | naik ×6 |
| VCIT | $6.258.234 | 3,47% | naik ×6 |
| DFGR | $5.487.150 | 3,05% | naik ×6 |
| SUSB | $3.308.476 | 1,84% | naik ×3 |
| MUNI | $2.806.631 | 1,56% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| DFGX | $11.784.800 | 219.887 | 6,54% |
| SCHO | $8.140.780 | 337.232 | 4,52% |
| DFSU | $7.284.352 | 156.216 | 4,04% |
| DFSB | $3.755.672 | 72.072 | 2,08% |
| DFSI | $3.345.879 | 74.188 | 1,86% |
| DFSE | $1.643.671 | 33.627 | 0,91% |
| INTC | $562.755 | 4.030 | 0,31% |
| EPC | $537.200 | 20.000 | 0,30% |
| ENR | $454.311 | 21.190 | 0,25% |
| GIS | $327.645 | 9.415 | 0,18% |
| JPM | $280.947 | 858 | 0,16% |
| CAT | $280.777 | 264 | 0,16% |
| POST | $264.780 | 3.000 | 0,15% |
| AMZN | $233.097 | 978 | 0,13% |
| ABBV | $233.033 | 926 | 0,13% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VCSH | Beli lebih banyak | +72K | +$5.7M |
| VCIT | Beli lebih banyak | +50K | +$4.1M |
| VTI | Dipangkas | -1K | +$3.3M |
| DFSV | Beli lebih banyak | +31K | +$3.0M |
| DFEM | Beli lebih banyak | +25K | +$2.5M |
| VEA | Dipangkas | -3K | +$1.4M |
| NUDM | Dipangkas | -45K | -$1.4M |
| SCHR | Beli lebih banyak | +58K | +$1.3M |
| SPTI | Dipangkas | -40K | -$1.2M |
| NUSC | Dipangkas | -31K | -$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| AVDV | 30 Juni 2026 | 6.900 | $689.034 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 2.383 | $538.541 | 0,8% |
| REET | 31 Maret 2026 | 20.506 | $511.625 | Tidak lagi dilacak |
| UNP | 30 Sep. 2025 | 1.023 | $235.418 | 29,6% |
| HD | 31 Maret 2025 | 562 | $231.374 | -5,3% |
| ABBV | 31 Maret 2026 | 997 | $227.818 | 22,0% |
| SPY | 31 Maret 2025 | 369 | $222.208 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 1.262 | $214.111 | 22,8% |
| AMZN | 31 Maret 2025 | 900 | $213.912 | 36,7% |
| QCOM | 31 Maret 2025 | 1.209 | $209.072 | 5,3% |
| TIP | 31 Maret 2025 | 1.918 | $207.161 | Tidak lagi dilacak |
| QCOM | 31 Maret 2026 | 1.209 | $206.799 | 25,6% |
| NEE | 31 Maret 2025 | 2.816 | $201.505 | 21,9% |
| HD | 30 Sep. 2025 | 546 | $200.044 | -14,3% |