Clune & Associates, Ltd. Incresed Positions in Q3 2025

Clune & Associates, Ltd.

  • $400 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
11K
+ 3.11%
$42.66 - $46.53 $471K - $514K
366K $16.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
618
+ 2.72%
$617.65 - $666.84 $382K - $412K
23.4K $15.6B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16.6K
+ 9.93%
$78.11 - $79.07 $1.29M - $1.31M
183K $14.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
808
+ 4.71%
$567.77 - $614.76 $459K - $497K
17.9K $11B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
21.9K
+ 14.65%
$48.31 - $48.93 $1.06M - $1.07M
172K $8.38B
VTV
Vanguard Value ETF

ETFs
2.6K
+ 7.35%
$175.51 - $186.57 $457K - $485K
38K $7.08B
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.21K
+ 19.93%
$67.01 - $72.84 $550K - $598K
49.4K $3.58B
IXUS
Ishares Tr

ETFs
9.07K
+ 78.14%
$76.35 - $82.58 $692K - $749K
20.7K $1.71B
AVIV
American Centy ETF Tr Avantis
6.48K
+ 10.27%
$61.83 - $67.44 $401K - $437K
69.6K $4.69B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
14.2K
+ 32.49%
$52.39 - $53.11 $741K - $752K
57.7K $3.06B
VB
Vanguard Small Cap ETF

ETFs
1.75K
+ 11.75%
$237.58 - $259.17 $415K - $453K
16.6K $4.23B
DFAE
Dimensional ETF Tr

ETFs
13.5K
+ 14.38%
$28.84 - $31.84 $389K - $430K
107K $3.38B
DFIS
Dimensional ETF Tr Dimensional

ETFs
6.47K
+ 2.54%
$29.65 - $31.77 $192K - $206K
261K $8.26B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.73K
+ 8.43%
$133.48 - $144.38 $364K - $394K
35.1K $5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11K
+ 4.12%
$47.86 - $48.43 $528K - $535K
279K $13.5B
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 12.42%
$29.2 - $32.74 $326K - $366K
101K $3.22B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
693
+ 1.38%
$108.46 - $120.63 $75.2K - $83.6K
50.8K $6.04B
AVEM
American Centy ETF Tr Avantis

ETFs
3.58K
+ 8.23%
$68.33 - $75.41 $244K - $270K
47K $3.53B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.2K
+ 2.46%
$29.55 - $32.52 $124K - $137K
175K $5.6B
Dimensional ETF Trust
10.9K
+ 17.16%
N/A
74.5K $2.45B
Dimensional ETF Trust
8.99K
+ 10.21%
N/A
97K $4.92B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.73K
+ 3.52%
$78.96 - $80.04 $374K - $379K
139K $11.1B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.4K
+ 13.02%
N/A
46.9K $3.14B
EMB
Ishares Tr

ETFs
2.55K
+ 3.8%
$91.52 - $95.59 $233K - $244K
69.6K $6.62B
VO
Vanguard Mid Cap ETF

ETFs
301
+ 1.39%
$279.83 - $293.74 $84.2K - $88.4K
22K $6.45B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$175.16 - $255.24 $175 - $255
5.77K $1.4B
VBR
Vanguard Small Cap Value ETF

ETFs
1.18K
+ 11.94%
$195.41 - $212.37 $230K - $250K
11K $2.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.62K
+ 10.77%
$100.37 - $100.74 $363K - $365K
37.2K $3.75B
BNDX
Vanguard Total International B

ETFs
7.42K
+ 8.19%
$49.0 - $49.51 $363K - $367K
98K $4.85B
AVDV
American Centy ETF Tr Avantis

ETFs
2.03K
+ 11.36%
$79.24 - $89.03 $161K - $181K
19.9K $1.77B
EEM
Ishares Msci Emerging Markets

ETFs
1.3K
+ 2.35%
$48.07 - $53.4 $62.5K - $69.5K
56.7K $3.03B
Dimensional ETF Trust
5.75K
+ 133.8%
N/A
10K $542M
FNDC
Schwab Fundamental Intl Small

ETFs
54
+ 0.04%
$41.81 - $45.21 $2.26K - $2.44K
121K $5.37B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.32K
+ 2.89%
$66.38 - $71.68 $87.7K - $94.7K
47.1K $3.36B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.88K
+ 9.88%
$62.09 - $66.51 $179K - $192K
32.1K $2.09B
GOOGL
Alphabet Inc.

Communication Services
162
+ 5.01%
$174.36 - $254.72 $28.2K - $41.3K
3.4K $826M
AVUV
American Centy ETF Tr Avantis

ETFs
980
+ 5.71%
$90.37 - $102.12 $88.6K - $100K
18.1K $1.81B
QQQ
Invesco Qqq Trust, Series 1

ETFs
239
+ 14.12%
$546.99 - $602.2 $131K - $144K
1.93K $1.16B
VNQ
Vanguard Specialized Funds Van

ETFs
1.28K
+ 3.01%
$88.47 - $93.24 $113K - $120K
43.9K $4.01B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.67K
+ 11.25%
$87.29 - $93.61 $146K - $156K
16.5K $1.54B
MSFT
Microsoft Corp

Technology
201
+ 4.03%
$491.09 - $535.64 $98.7K - $108K
5.19K $2.69B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.45K
+ 37.99%
$82.38 - $83.0 $202K - $203K
8.9K $738M
IXC
Ishares Tr Global Energy ETF

ETFs
1.83K
+ 3.58%
$39.45 - $42.95 $72.3K - $78.7K
53K $2.21B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.75K
+ 18.69%
$50.85 - $51.35 $191K - $193K
23.8K $1.22B
ICLN
Ishares

ETFs
2.94K
+ 5.24%
$13.22 - $15.48 $38.9K - $45.5K
59.1K $915M
JPM
Jpmorgan Chase & CO

Financial Services
255
+ 8.06%
$282.78 - $316.06 $72.1K - $80.6K
3.42K $1.08B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.9K
+ 4.36%
$41.8 - $43.15 $121K - $125K
69.5K $2.97B
AVDE
American Centy ETF Tr Avantis

ETFs
156
+ 0.53%
$73.24 - $79.04 $11.4K - $12.3K
29.5K $2.33B
SUB
Ishares Short Term National Mu

ETFs
1.32K
+ 3.92%
$106.17 - $107.3 $140K - $141K
34.9K $3.73B
Activity Summary
Buys All Purchases 97 New Holdings 6 Increased Positions 91 Sells All Sells 40 Reductions 40 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