StockDriftsStockDriftsTop 44 Clarity Wealth Development LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.76% | 75.5K | $24.2M | +5.83%(+4.16K) | $292.04(+24.89%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 13.74% | 480.4K | $16.8M | +5.96%(+27.02K) | $30.97(+18.65%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.55% | 220.8K | $14.1M | +3.68%(+7.84K) | $51.82(+36.30%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 9.03% | 444.2K | $11.1M | +14.84%(+57.40K) | $24.85(-0.67%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.69% | 237.4K | $8.2M | +5.95%(+13.33K) | $28.27(+42.94%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 4.87% | 151.1K | $6.0M | +3.51%(+5.12K) | $29.41(+43.82%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.87% | 178.3K | $4.7M | +4.10%(+7.01K) | $27.07(+6.28%) | 2026-03-31 | |
| NUDM | NUSHARES ETF TR | 3.27% | 111.1K | $4.0M | -0.38%(-427) | $31.93(+21.38%) | 2026-03-31 | |
| SUSB | ISHARES TR | 2.66% | 129.8K | $3.3M | +2.06%(+2.62K) | $24.96(+0.08%) | 2026-03-31 | |
| NUSC | NUSHARES ETF TR | 2.62% | 71.3K | $3.2M | +0.79%(+557) | $42.36(+14.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.61% | +39.04% |
| Top 20 Holdings Unweighted | +9.72% | +32.07% |
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