Clune & Associates, Ltd. Incresed Positions in Q2 2025

Clune & Associates, Ltd.

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
31K
+ 9.57%
$34.67 - $43.21 $1.07M - $1.34M
355K $15.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.1K
+ 7.88%
$52.31 - $63.72 $895K - $1.09M
234K $14.9B
DFIS
Dimensional ETF Tr Dimensional

ETFs
21.7K
+ 9.3%
$23.2 - $29.84 $503K - $646K
255K $7.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.1K
+ 9.6%
$55.54 - $69.09 $618K - $769K
127K $8.77B
SPY
Spdr S&P 500 ETF Trust

ETFs
319
+ 1.42%
$496.48 - $617.85 $158K - $197K
22.7K $14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.08K
+ 6.7%
$456.74 - $568.03 $491K - $611K
17.1K $9.74B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17.9K
+ 12.01%
$77.74 - $78.78 $1.39M - $1.41M
167K $13.1B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22.1K
+ 4.9%
$36.25 - $42.28 $802K - $935K
473K $20B
DFSD
Dimensional ETF Tr Short Durat

ETFs
23.2K
+ 9.45%
$47.09 - $48.01 $1.09M - $1.11M
268K $12.9B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.7K
+ 53.08%
$100.35 - $100.71 $1.17M - $1.17M
33.6K $3.38B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
19.9K
+ 13.27%
$23.4 - $29.68 $467K - $592K
170K $5.06B
FNDC
Schwab Fundamental Intl Small

ETFs
8.83K
+ 7.9%
$32.97 - $42.05 $291K - $371K
121K $5.07B
VO
Vanguard Mid Cap ETF

ETFs
1.25K
+ 6.13%
$228.54 - $279.83 $286K - $350K
21.7K $6.06B
MSFT
Microsoft Corp

Technology
407
+ 8.89%
$354.56 - $497.45 $144K - $202K
4.98K $2.48B
VTV
Vanguard Value ETF

ETFs
3.51K
+ 11.03%
$153.67 - $176.74 $540K - $621K
35.4K $6.25B
DFAU
Dimensional ETF Tr

ETFs
10.7K
+ 16.76%
$34.04 - $42.36 $363K - $451K
74.2K $3.14B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
148
+ 0.06%
$29.12 - $35.84 $4.31K - $5.3K
230K $8.24B
AVLV
American Centy ETF Tr Avantis
5.83K
+ 6.82%
$56.85 - $68.21 $332K - $398K
91.4K $6.23B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.42K
+ 5.02%
$77.94 - $79.5 $500K - $510K
134K $10.7B
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 20.95%
$24.21 - $29.47 $377K - $459K
90K $2.65B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.97K
+ 10.11%
$44.8 - $53.97 $312K - $376K
76K $4.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
12.6K
+ 23.22%
$41.1 - $42.37 $516K - $532K
66.6K $2.82B
DFAE
Dimensional ETF Tr

ETFs
9.31K
+ 11.01%
$22.87 - $28.95 $213K - $270K
93.9K $2.72B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.4K
+ 8.03%
$54.19 - $67.22 $184K - $229K
45.8K $3.08B
CAT
Caterpillar Inc

Industrials
9
+ 0.11%
$273.94 - $388.21 $2.47K - $3.49K
8.52K $3.31B
BNDX
Vanguard Total International B

ETFs
8.59K
+ 10.47%
$48.77 - $49.55 $419K - $426K
90.6K $4.48B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.49K
+ 113.79%
$48.13 - $49.85 $457K - $473K
17.8K $874M
AVEM
American Centy ETF Tr Avantis

ETFs
1.57K
+ 3.75%
$53.08 - $68.54 $83.4K - $108K
43.4K $2.98B
IVV
Ishares Core S&P 500 ETF

ETFs
513
+ 24.14%
$498.8 - $620.9 $256K - $319K
2.64K $1.64B
DFAX
Dimensional ETF Tr
5.73K
+ 6.62%
$23.37 - $29.39 $134K - $168K
92.2K $2.71B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.34K
+ 5.15%
$47.89 - $48.65 $351K - $357K
150K $7.28B
AVIV
American Centy ETF Tr Avantis
389
+ 0.62%
$50.27 - $62.84 $19.6K - $24.4K
63.1K $3.93B
IXC
Ishares Tr Global Energy ETF

ETFs
12.1K
+ 30.8%
$34.69 - $42.32 $418K - $510K
51.2K $2.01B
EEM
Ishares Msci Emerging Markets

ETFs
2.09K
+ 3.92%
$38.52 - $48.28 $80.4K - $101K
55.4K $2.67B
EMB
Ishares Tr

ETFs
2.27K
+ 3.5%
$86.54 - $92.62 $196K - $210K
67K $6.21B
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.56K
+ 44.13%
$50.48 - $50.71 $331K - $333K
21.4K $1.09B
VB
Vanguard Small Cap ETF

ETFs
390
+ 2.69%
$193.73 - $237.37 $75.6K - $92.6K
14.9K $3.53B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.48K
+ 5.65%
$40.82 - $43.14 $224K - $237K
102K $4.42B
DFUS
Dimensional ETF Tr U S Equity

ETFs
391
+ 0.96%
$53.65 - $67.02 $21K - $26.2K
41.2K $2.76B
EFV
Msci Eafe Value ETF

ETFs
3.69K
+ 29.32%
$52.4 - $64.65 $193K - $239K
16.3K $1.03B
VV
Vanguard Large Cap ETF

ETFs
590
+ 14.4%
$228.25 - $285.3 $135K - $168K
4.69K $1.34B
VNQ
Vanguard Specialized Funds Van

ETFs
3.78K
+ 9.75%
$79.79 - $91.42 $302K - $346K
42.6K $3.79B
JPM
Jpmorgan Chase & CO

Financial Services
532
+ 20.23%
$210.28 - $289.91 $112K - $154K
3.16K $917M
QQQ
Invesco Qqq Trust, Series 1

ETFs
254
+ 17.65%
$416.06 - $551.64 $106K - $140K
1.69K $934M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.6K
+ 9.77%
$51.16 - $62.02 $133K - $161K
29.2K $1.81B
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
IAS
Integral Ad Science Holding Corp.

Communication Services
22.9K
+ 30.76%
$6.38 - $8.33 $146K - $191K
97.3K $808M
REET
Ishares Global Reit ETF

ETFs
6.12K
+ 10.43%
$21.59 - $25.16 $132K - $154K
64.8K $1.6B
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
Track This Portfolio

Track Clune & Associates, Ltd. Portfolio

Follow Clune & Associates, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clune & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Clune & Associates, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email