Cloud Capital Management, LLC New Holdings in Q1 2025

Cloud Capital Management, LLC

  • $141 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
688K
New
$32.42 - $36.13 $22.3M - $24.8M
688K $22.7M
SCHO
Schwab Short Term Us Treasury

ETFs
576K
New
$24.1 - $24.34 $13.9M - $14M
576K $14M
DFAX
Dimensional ETF Tr
309K
New
$24.45 - $27.2 $7.57M - $8.42M
309K $8.11M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
161K
New
$48.43 - $49.9 $7.79M - $8.03M
161K $8.03M
Dimensional Us Core Ety 1
74.7K
New
N/A
74.7K $4.58M
SCHP
Schwab Strategic Us Tips ETF

ETFs
169K
New
$25.69 - $26.89 $4.34M - $4.54M
169K $4.54M
SCHR
Schwab Intermediate Term Us Tr

ETFs
181K
New
$24.05 - $24.86 $4.34M - $4.49M
181K $4.49M
DFIC
Dimensional ETF Tr Dimensional

ETFs
131K
New
$25.54 - $28.79 $3.34M - $3.76M
131K $3.63M
AAPL
Apple Inc.

Technology
15.6K
New
$209.68 - $247.1 $3.27M - $3.86M
15.6K $3.47M
GOOG
Alphabet Inc.

Communication Services
22K
New
$156.06 - $207.71 $3.43M - $4.56M
22K $3.43M
VEU
Vanguard Ftse All World Ex Us

ETFs
52.1K
New
$56.51 - $62.98 $2.94M - $3.28M
52.1K $3.16M
AVUV
American Centy ETF Tr Avantis

ETFs
34.2K
New
$84.95 - $100.62 $2.9M - $3.44M
34.2K $2.98M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32.3K
New
$77.7 - $78.94 $2.51M - $2.55M
32.3K $2.55M
AMZN
Amazon Com Inc

Consumer Cyclical
13.4K
New
$190.26 - $242.06 $2.54M - $3.23M
13.4K $2.54M
VTV
Vanguard Value ETF

ETFs
14.5K
New
$167.73 - $179.21 $2.44M - $2.6M
14.5K $2.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.2K
New
$468.34 - $539.52 $2.43M - $2.8M
5.2K $2.44M
IDEV
Ishares Core Msci Intl Develop

ETFs
30.2K
New
$63.77 - $71.36 $1.93M - $2.16M
30.2K $2.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.95K
New
$507.05 - $563.67 $2M - $2.23M
3.95K $2.03M
DFAS
Dimensional ETF Tr U S Small C

ETFs
29.4K
New
$58.81 - $68.2 $1.73M - $2M
29.4K $1.76M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
65.7K
New
$25.35 - $27.46 $1.67M - $1.8M
65.7K $1.74M
DFIV
Dimensional ETF Tr

ETFs
43.7K
New
$35.33 - $40.77 $1.54M - $1.78M
43.7K $1.72M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
38.8K
New
$39.96 - $43.3 $1.55M - $1.68M
38.8K $1.6M
AVUS
American Centy ETF Tr Avantis

ETFs
14.6K
New
$90.7 - $101.57 $1.33M - $1.49M
14.6K $1.35M
VTI
Vanguard Total Stock Market Et

ETFs
4.05K
New
$271.18 - $303.12 $1.1M - $1.23M
4.05K $1.11M
AVDV
American Centy ETF Tr Avantis

ETFs
15.2K
New
$63.74 - $71.96 $967K - $1.09M
15.2K $1.06M
AVLV
American Centy ETF Tr Avantis
15.3K
New
$63.51 - $70.42 $970K - $1.08M
15.3K $995K
V
Visa Inc.

Financial Services
2.77K
New
$306.92 - $362.71 $850K - $1M
2.77K $970K
DFAI
Dimensional ETF Tr

ETFs
26.8K
New
$28.88 - $32.4 $773K - $867K
26.8K $835K
SCHC
Schwab Strategic Tr Intl Small

ETFs
22.1K
New
$33.57 - $37.22 $740K - $821K
22.1K $791K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
13.7K
New
$53.35 - $58.68 $732K - $805K
13.7K $770K
XLF
Financial Sector Spdr

ETFs
14.9K
New
$47.32 - $52.19 $706K - $779K
14.9K $743K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.6K
New
$40.79 - $42.32 $719K - $746K
17.6K $740K
Avantis Intl Small Cp Eq
12.6K
New
N/A
12.6K $682K
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.6K
New
$24.91 - $29.02 $588K - $685K
23.6K $590K
AVSC
American Centy ETF Tr Avantis
11.4K
New
$48.08 - $56.12 $548K - $639K
11.4K $551K
DFAT
Dimensional ETF Tr U S Target

ETFs
8.94K
New
$50.44 - $58.1 $451K - $519K
8.94K $460K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
6.33K
New
$69.15 - $74.69 $437K - $472K
6.33K $452K
ALLT
Allot Ltd.

Technology
79.3K
New
$5.09 - $9.26 $404K - $734K
79.3K $452K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.82K
New
$42.5 - $46.71 $417K - $459K
9.82K $444K
COST
Costco Wholesale Corp

Consumer Defensive
459
New
$890.62 - $1076.86 $409K - $494K
459 $433K
TSLA
Tesla, Inc.

Consumer Cyclical
1.66K
New
$222.15 - $428.22 $369K - $711K
1.66K $430K
GLD
Spdr Gold Trust

ETFs
1.49K
New
$243.19 - $288.14 $363K - $430K
1.49K $430K
DHR
Danaher Corp

Healthcare
2.03K
New
$201.62 - $250.59 $409K - $508K
2.03K $416K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
300
New
$1227.6 - $1458.46 $368K - $438K
300 $404K
ARES
Ares Management Corp

Financial Services
2.54K
New
$140.19 - $198.28 $356K - $504K
2.54K $372K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.19K
New
$307.43 - $357.48 $365K - $424K
1.19K $366K
SBUX
Starbucks Corp

Consumer Cyclical
3.15K
New
$91.75 - $115.81 $289K - $365K
3.15K $308K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
886
New
$333.37 - $384.99 $295K - $341K
886 $296K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.31K
New
$106.31 - $123.73 $246K - $286K
2.31K $287K
Activity Summary
Buys All Purchases 280 New Holdings 280 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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