Clune & Associates, Ltd. Purchases and Sells in Q3 2025

Clune & Associates, Ltd.

$400 Billion
Q3 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	11K + 3.11%	$42.66 - $46.53 $471K - $514K	366K $16.9B
SPY	618 + 2.72%	$617.65 - $666.84 $382K - $412K	23.4K $15.6B
BSV	16.6K + 9.93%	$78.11 - $79.07 $1.29M - $1.31M	183K $14.5B
VOO	808 + 4.71%	$567.77 - $614.76 $459K - $497K	17.9K $11B
ISTB	21.9K + 14.65%	$48.31 - $48.93 $1.06M - $1.07M	172K $8.38B
VTV	2.6K + 7.35%	$175.51 - $186.57 $457K - $485K	38K $7.08B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	6.75K New	$42.26 - $47.16 $285K - $318K	6.75K $313M
IWC	1.72K New	$127.86 - $151.39 $220K - $261K	1.72K $257M
AMERICAN CENTY ETF TR	3.7K New	N/A	3.7K $250M
VSGX	2.98K New	$64.58 - $69.94 $192K - $208K	2.98K $207M
SCHX	7.76K New	$24.46 - $26.5 $190K - $206K	7.76K $204M
VUSB	4.06K New	N/A	4.06K $203M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	-12.7K - 17.14%	$42.42 - $45.96 $540K - $585K	61.5K $2.81B
PICB	-12.1K - 49.6%	$23.38 - $24.24 $284K - $294K	12.3K $294M
DV	-9.11K - 17.61%	$11.86 - $16.27 $108K - $148K	42.6K $511M
CMG	-78 - 1.03%	$38.58 - $58.24 $3.01K - $4.54K	7.53K $295M
BND	-1.94K - 11.27%	$72.57 - $74.72 $140K - $145K	15.2K $1.13B
IEMG	-2.25K - 34.35%	N/A	4.31K $284M

Activity Summary All Purchases 97 New Holdings 6 Increased Positions 91 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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