Cloud Capital Management, LLC ETFs

Cloud Capital Management, LLC

$141 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAC Dimensional ETF Tr U S Core Eq	$0	$22.7 Million 16.11% of portfolio	687,789	Q1 2025 New
SCHO Schwab Short Term Us Treasury	$0	$14 Million 9.95% of portfolio	575,512	Q1 2025 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$8.03 Million 5.7% of portfolio	160,879	Q1 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$4.54 Million 3.22% of portfolio	168,866	Q1 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$4.49 Million 3.19% of portfolio	180,508	Q1 2025 New
DFIC Dimensional ETF Tr Dimensional	$0	$3.63 Million 2.58% of portfolio	130,694	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$3.16 Million 2.24% of portfolio	52,093	Q1 2025 New
AVUV American Centy ETF Tr Avantis	$0	$2.98 Million 2.11% of portfolio	34,154	Q1 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$2.55 Million 1.81% of portfolio	32,296	Q1 2025 New
VTV Vanguard Value ETF	$0	$2.51 Million 1.78% of portfolio	14,520	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$2.44 Million 1.73% of portfolio	5,198	Q1 2025 New
IDEV Ishares Core Msci Intl Develop	$0	$2.08 Million 1.48% of portfolio	30,213	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.03 Million 1.44% of portfolio	3,952	Q1 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$1.76 Million 1.25% of portfolio	29,392	Q1 2025 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$1.74 Million 1.23% of portfolio	65,720	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$1.72 Million 1.22% of portfolio	43,705	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$1.6 Million 1.13% of portfolio	38,809	Q1 2025 New
AVUS American Centy ETF Tr Avantis	$0	$1.35 Million 0.96% of portfolio	14,649	Q1 2025 New
AVDV American Centy ETF Tr Avantis	$0	$1.06 Million 0.75% of portfolio	15,176	Q1 2025 New
DFAI Dimensional ETF Tr	$0	$835,000 0.59% of portfolio	26,765	Q1 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$791,000 0.56% of portfolio	22,055	Q1 2025 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$770,000 0.55% of portfolio	13,723	Q1 2025 New
XLF Financial Sector Spdr	$0	$743,000 0.53% of portfolio	14,924	Q1 2025 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$740,000 0.53% of portfolio	17,630	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$590,000 0.42% of portfolio	23,591	Q1 2025 New
DFAT Dimensional ETF Tr U S Target	$0	$460,000 0.33% of portfolio	8,940	Q1 2025 New
BBCA J P Morgan ETF Tr Betabuilders	$0	$452,000 0.32% of portfolio	6,326	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$444,000 0.32% of portfolio	9,821	Q1 2025 New
GLD Spdr Gold Trust	$106B	$430,000 0.31% of portfolio	1,493	Q1 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$366,000 0.26% of portfolio	1,186	Q1 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$296,000 0.21% of portfolio	886	Q1 2025 New
MGV Vanguard Mega Cap Value	$0	$283,000 0.2% of portfolio	2,202	Q1 2025 New
AVES American Centy ETF Tr Avantis	$0	$281,000 0.2% of portfolio	5,964	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$279,000 0.2% of portfolio	1,259	Q1 2025 New
DFAE Dimensional ETF Tr	$0	$278,000 0.2% of portfolio	10,761	Q1 2025 New
DFSV Dimensional ETF Tr Dimensional	$0	$278,000 0.2% of portfolio	9,883	Q1 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$273,000 0.19% of portfolio	3,001	Q1 2025 New
BBAX J P Morgan Betabuilders Develo	$0	$248,000 0.18% of portfolio	5,109	Q1 2025 New
BBEU Jp Morgan ETF Trust Betabuilde	$0	$197,000 0.14% of portfolio	3,200	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$195,000 0.14% of portfolio	1,006	Q1 2025 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$191,000 0.14% of portfolio	7,093	Q1 2025 New
AVEM American Centy ETF Tr Avantis	$0	$190,000 0.13% of portfolio	3,170	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$176,000 0.12% of portfolio	3,023	Q1 2025 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$166,000 0.12% of portfolio	6,639	Q1 2025 New
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$153,000 0.11% of portfolio	6,333	Q1 2025 New
AVDE American Centy ETF Tr Avantis	$0	$146,000 0.1% of portfolio	2,204	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$144,000 0.1% of portfolio	7,311	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$131,000 0.09% of portfolio	700	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$105,000 0.07% of portfolio	566	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$98,000 0.07% of portfolio	1,580	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cloud Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cloud Capital Management, LLC with notifications on news.