Clune & Associates, Ltd. Purchases in Q2 2025

Clune & Associates, Ltd.

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.6K
+ 9.77%
$51.16 - $62.02 $133K - $161K
29.2K $1.81B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
435
New
$468.22 - $566.51 $204K - $246K
435 $246M
META
Meta Platforms, Inc.

Communication Services
330
New
$484.66 - $738.09 $160K - $244K
330 $244M
DIS
Walt Disney CO

Communication Services
1.88K
New
$81.72 - $124.01 $154K - $233K
1.88K $233M
FNDA
Schwab Fundamental U S Small C

ETFs
8.13K
New
$23.85 - $28.69 $194K - $233K
8.13K $233M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.8K
+ 7.23%
N/A
41.5K $2.71B
AVSC
American Centy ETF Tr Avantis
3.53K
+ 32.03%
$42.39 - $51.76 $150K - $183K
14.5K $750M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.19K
New
$24.38 - $30.18 $175K - $217K
7.19K $217M
AVUS
American Centy ETF Tr Avantis

ETFs
2.08K
New
$81.38 - $100.82 $169K - $210K
2.08K $210M
IAS
Integral Ad Science Holding Corp.

Communication Services
22.9K
+ 30.76%
$6.38 - $8.33 $146K - $191K
97.3K $808M
VEA
Vanguard Ftse Developed Market

ETFs
3.55K
New
$45.65 - $57.01 $162K - $202K
3.55K $202M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.84K
New
$86.93 - $109.64 $160K - $202K
1.84K $202M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.19K
New
$50.08 - $63.14 $160K - $201K
3.19K $201M
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
New
$149.23 - $184.95 $164K - $203K
1.1K $200M
REET
Ishares Global Reit ETF

ETFs
6.12K
+ 10.43%
$21.59 - $25.16 $132K - $154K
64.8K $1.6B
VBR
Vanguard Small Cap Value ETF

ETFs
390
+ 4.12%
$162.76 - $195.77 $63.5K - $76.4K
9.87K $1.92B
IEMG
Ishares Inc

ETFs
2.2K
+ 50.31%
N/A
6.56K $394M
Dimensional ETF Trust
4.22K
+ 7.12%
N/A
63.6K $1.97B
AVUV
American Centy ETF Tr Avantis

ETFs
942
+ 5.81%
$75.17 - $91.21 $70.8K - $85.9K
17.2K $1.56B
VNQI
Vanguard Global Ex U.S. Real

ETFs
354
+ 1.58%
$37.77 - $46.15 $13.4K - $16.3K
22.7K $1.05B
IXUS
Ishares Tr

ETFs
756
+ 6.97%
$62.37 - $77.63 $47.2K - $58.7K
11.6K $897M
SUB
Ishares Short Term National Mu

ETFs
996
+ 3.05%
$104.77 - $106.34 $104K - $106K
33.6K $3.58B
IBM
International Business Machines Corp

Technology
267
+ 25.48%
$221.03 - $294.78 $59K - $78.7K
1.32K $388M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.03%
$146.58 - $180.01 $293 - $360
5.77K $1.02B
ICLN
Ishares

ETFs
2.13K
+ 3.95%
$10.56 - $13.31 $22.5K - $28.4K
56.2K $736M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
318
+ 1.89%
$114.78 - $133.31 $36.5K - $42.4K
17.1K $2.28B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.42K
+ 8.99%
$72.02 - $73.82 $102K - $105K
17.2K $1.27B
SCHC
Schwab Strategic Tr Intl Small

ETFs
20
+ 0.13%
$32.41 - $42.59 $648 - $852
15.8K $673M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48
+ 0.23%
$39.89 - $49.46 $1.91K - $2.37K
21.2K $1.05B
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.08K
+ 9.01%
$20.99 - $23.93 $85.5K - $97.5K
49.3K $1.16B
AVSF
American Centy ETF Tr Avantis

ETFs
1.42K
+ 4.52%
$46.28 - $47.03 $65.8K - $66.8K
32.9K $1.55B
IFRA
Ishares Tr

ETFs
434
+ 3.44%
$40.97 - $49.19 $17.8K - $21.3K
13.1K $642M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
114
+ 1.61%
$57.14 - $72.68 $6.51K - $8.29K
7.21K $524M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.34%
$221.86 - $362.89 $887 - $1.45K
1.2K $380M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$144.7 - $178.6 $145 - $179
3.24K $570M
VOE
Vanguard Mid Cap Value Index F

ETFs
378
+ 24.43%
$141.87 - $164.49 $53.6K - $62.2K
1.93K $317M
KR
Kroger CO

Consumer Defensive
57
+ 0.47%
$64.62 - $74.0 $3.68K - $4.22K
12.1K $868M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
529
+ 9.38%
$102.02 - $103.5 $54K - $54.8K
6.17K $635M
UAL
United Airlines Holdings, Inc.

Industrials
100
+ 2.73%
$56.15 - $84.23 $5.62K - $8.42K
3.77K $300M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$29.36 - $35.56 $88.1 - $107
17.9K $636M
V
Visa Inc.

Financial Services
95
+ 5.92%
$308.27 - $373.31 $29.3K - $35.5K
1.7K $603M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
68
+ 0.57%
$23.66 - $29.99 $1.61K - $2.04K
11.9K $357M
GUNR
Flexshares Tr Morningstar Glob

ETFs
325
+ 1.84%
$33.77 - $41.16 $11K - $13.4K
18K $723M
IGF
Ishares Global Infrastructure

ETFs
82
+ 1.55%
$50.55 - $59.83 $4.15K - $4.91K
5.38K $318M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
39
+ 0.19%
$50.09 - $51.09 $1.95K - $1.99K
20.1K $1.03B
SCHA
Schwab Strategic Tr Us Small C

ETFs
97
+ 0.96%
$20.42 - $25.3 $1.98K - $2.45K
10.2K $257M
ITAN
Ea Series Trust Sparkline Inta

ETFs
20
+ 0.29%
$26.12 - $32.3 $522 - $646
7.02K $227M
AVRE
American Centy ETF Tr Avantis
262
+ 5.55%
$38.75 - $44.92 $10.2K - $11.8K
4.99K $220M
HYG
Ishares Tr

ETFs
40
+ 1.3%
$75.75 - $80.65 $3.03K - $3.23K
3.13K $252M
Activity Summary
Buys All Purchases 109 New Holdings 16 Increased Positions 93 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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