CLUNE & ASSOCIATES, LTD. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA CLUNE & ASSOCIATES, LTD. | Institutional Filer | ▲ 14.83% | $531.7M | 162 |
Current Portfolio Holdings
Showing all 162 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | — | 718K | $34.8M | 6.55% |
| 2 | DFIV | DIMENSIONAL ETF TRUST | — | 442K | $23.3M | 4.39% |
| 3 | VOO | VANGUARD INDEX FDS | — | 37K | $22.3M | 4.19% |
| 4 | BSV | VANGUARD BD INDEX FDS | — | 240K | $18.8M | 3.54% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | — | 361K | $17.3M | 3.25% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | — | 238K | $16.9M | 3.19% |
| 7 | VXUS | VANGUARD STAR FDS | — | 210K | $16.2M | 3.04% |
| 8 | IJR | ISHARES TR | — | 125K | $15.6M | 2.93% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | — | 185K | $14.7M | 2.76% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 22K | $14.3M | 2.70% |
| 11 | DFIS | DIMENSIONAL ETF TRUST | — | 411K | $13.8M | 2.60% |
| 12 | ISTB | ISHARES TR | — | 274K | $13.3M | 2.50% |
| 13 | DFSV | DIMENSIONAL ETF TRUST | — | 348K | $12.2M | 2.29% |
| 14 | EMB | ISHARES TR | — | 117K | $11.0M | 2.06% |
| 15 | DFEM | DIMENSIONAL ETF TRUST | — | 315K | $10.9M | 2.05% |
Showing 1 to 15 of 162 holdings