Clune & Associates, Ltd. Incresed Positions in Q1 2025

Clune & Associates, Ltd.

  • $326 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
15.8K
+ 5.14%
$35.33 - $40.77 $559K - $646K
324K $12.7B
DFSD
Dimensional ETF Tr Short Durat

ETFs
24.8K
+ 11.28%
$46.74 - $47.55 $1.16M - $1.18M
245K $11.6B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28.3K
+ 6.68%
$39.96 - $43.3 $1.13M - $1.22M
451K $18.6B
VTV
Vanguard Value ETF

ETFs
5.43K
+ 20.55%
$167.73 - $179.21 $911K - $973K
31.9K $5.51B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.3K
+ 8.21%
$76.94 - $78.28 $869K - $884K
149K $11.7B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.54K
+ 8.97%
$58.01 - $64.46 $553K - $615K
116K $7.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.94K
+ 8.42%
$77.7 - $78.94 $772K - $784K
128K $10.1B
Dimensional ETF Trust
12.5K
+ 15.86%
N/A
91.6K $4.65B
ABBV
Abb Vie Inc.

Healthcare
90
+ 0.47%
$169.2 - $216.66 $15.2K - $19.5K
19.3K $4.03B
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.8K
+ 5.8%
$23.92 - $26.89 $305K - $343K
233K $6.02B
EMB
Ishares Tr

ETFs
4.86K
+ 8.11%
$88.64 - $92.03 $431K - $447K
64.8K $5.87B
SUB
Ishares Short Term National Mu

ETFs
4.97K
+ 17.97%
$105.3 - $106.24 $523K - $528K
32.6K $3.45B
FNDC
Schwab Fundamental Intl Small

ETFs
8.12K
+ 7.84%
$33.34 - $37.44 $271K - $304K
112K $4.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.52K
+ 10.45%
$507.05 - $563.67 $771K - $857K
16.1K $8.25B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.71K
+ 4.94%
$47.59 - $48.35 $319K - $324K
142K $6.88B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.16K
+ 18.51%
$51.52 - $52.37 $369K - $375K
45.9K $2.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.45K
+ 18.52%
$40.79 - $42.32 $345K - $358K
54.1K $2.27B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.3K
+ 9.71%
$25.35 - $27.46 $338K - $366K
150K $3.98B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.18K
+ 21.05%
$102.49 - $119.96 $735K - $861K
41.3K $4.31B
AVIV
American Centy ETF Tr Avantis
1.24K
+ 2.01%
$51.51 - $58.54 $63.8K - $72.5K
62.7K $3.55B
ABT
Abbott Laboratories

Healthcare
376
+ 2.59%
$111.1 - $140.22 $41.8K - $52.7K
14.9K $1.98B
EEM
Ishares Msci Emerging Markets

ETFs
5.18K
+ 10.75%
$40.81 - $45.34 $211K - $235K
53.3K $2.33B
IXC
Ishares Tr Global Energy ETF

ETFs
3.75K
+ 10.58%
$38.48 - $42.16 $144K - $158K
39.2K $1.65B
VNQ
Vanguard Specialized Funds Van

ETFs
2.5K
+ 6.88%
$85.55 - $94.34 $214K - $236K
38.8K $3.51B
AVDE
American Centy ETF Tr Avantis

ETFs
2.15K
+ 7.84%
$60.63 - $68.55 $130K - $147K
29.6K $1.96B
VEU
Vanguard Ftse All World Ex Us

ETFs
2.01K
+ 4.98%
$56.51 - $62.98 $114K - $127K
42.4K $2.57B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.13K
+ 8.79%
N/A
38.7K $2.48B
DFAE
Dimensional ETF Tr

ETFs
7.62K
+ 9.9%
$24.64 - $26.86 $188K - $205K
84.5K $2.19B
VB
Vanguard Small Cap ETF

ETFs
2.1K
+ 16.98%
$217.89 - $252.64 $458K - $531K
14.5K $3.21B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.57K
+ 21.65%
$49.42 - $50.43 $176K - $180K
20K $1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.22K
+ 3.86%
$110.75 - $119.78 $136K - $147K
33K $3.81B
DFAT
Dimensional ETF Tr U S Target

ETFs
8.25K
+ 13.57%
$50.44 - $58.1 $416K - $479K
69K $3.55B
IXUS
Ishares Tr

ETFs
1.82K
+ 20.13%
$65.06 - $72.31 $118K - $131K
10.8K $757M
GNR
Spdr S&P Global Natural Resour

ETFs
1.73K
+ 9.71%
$50.12 - $54.48 $86.9K - $94.4K
19.6K $1.04B
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.59K
+ 14.1%
$22.35 - $24.52 $125K - $137K
45.2K $1.07B
REET
Ishares Global Reit ETF

ETFs
5.39K
+ 10.12%
$23.24 - $25.16 $125K - $136K
58.7K $1.42B
AVDV
American Centy ETF Tr Avantis

ETFs
858
+ 5.0%
$63.74 - $71.96 $54.7K - $61.7K
18K $1.26B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.83K
+ 16.81%
$57.21 - $65.8 $219K - $252K
26.6K $1.55B
BNDX
Vanguard Total International B

ETFs
2.99K
+ 3.79%
$48.33 - $49.5 $145K - $148K
82K $4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.76K
+ 11.39%
$27.01 - $28.54 $101K - $107K
36.7K $1.03B
AVLV
American Centy ETF Tr Avantis
3.78K
+ 4.62%
$63.51 - $70.42 $240K - $266K
85.5K $5.58B
GOOG
Alphabet Inc.

Communication Services
1.65K
+ 40.0%
$156.06 - $207.71 $257K - $342K
5.76K $900M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.89K
+ 3.07%
$42.38 - $43.28 $122K - $125K
97K $4.12B
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.04K
+ 5.34%
$25.69 - $26.89 $52.3K - $54.8K
40.2K $1.08B
VDE
Vanguard Energy ETF

ETFs
106
+ 1.1%
$119.14 - $132.76 $12.6K - $14.1K
9.7K $1.26B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.16K
+ 5.29%
$48.43 - $49.9 $56.4K - $58.1K
23.2K $1.16B
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.77K
+ 8.57%
$38.22 - $41.19 $67.5K - $72.8K
22.4K $905M
XLE
Energy Sector Spdr

ETFs
368
+ 5.55%
$85.7 - $93.96 $31.5K - $34.6K
7K $654M
KR
Kroger CO

Consumer Defensive
60
+ 0.5%
$58.36 - $67.72 $3.5K - $4.06K
12K $815M
Activity Summary
Buys All Purchases 97 New Holdings 8 Increased Positions 89 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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