Clune & Associates, Ltd. Incresed Positions in Q3 2025

Clune & Associates, Ltd.

  • $400 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GNR
Spdr S&P Global Natural Resour

ETFs
971
+ 5.04%
$54.23 - $59.34 $52.7K - $57.6K
20.2K $1.2B
XOM
Exxon Mobil Corp

Energy
704
+ 6.08%
$105.83 - $117.22 $74.5K - $82.5K
12.3K $1.38B
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.45%
$620.67 - $670.08 $7.45K - $8.04K
2.65K $1.77B
DFAI
Dimensional ETF Tr

ETFs
99
+ 0.14%
$34.05 - $36.55 $3.37K - $3.62K
72.8K $2.65B
XLE
Energy Sector Spdr

ETFs
945
+ 13.5%
$84.25 - $91.99 $79.6K - $86.9K
7.95K $710M
AVSC
American Centy ETF Tr Avantis
584
+ 4.02%
$51.33 - $58.63 $30K - $34.2K
15.1K $866M
REET
Ishares Global Reit ETF

ETFs
2.27K
+ 3.51%
$24.45 - $25.91 $55.6K - $58.9K
67.1K $1.71B
AVSF
American Centy ETF Tr Avantis

ETFs
2.14K
+ 6.51%
$46.71 - $47.3 $100K - $101K
35K $1.65B
VDE
Vanguard Energy ETF

ETFs
231
+ 2.33%
$118.37 - $129.65 $27.3K - $29.9K
10.2K $1.28B
AVGO
Broadcom Inc.

Technology
48
+ 3.38%
$264.74 - $369.57 $12.7K - $17.7K
1.47K $484M
FNDA
Schwab Fundamental U S Small C

ETFs
2.21K
+ 27.22%
$28.75 - $31.93 $63.6K - $70.6K
10.3K $322M
EFV
Msci Eafe Value ETF

ETFs
231
+ 1.42%
$62.79 - $68.42 $14.5K - $15.8K
16.5K $1.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
652
+ 4.06%
$97.75 - $100.75 $63.7K - $65.7K
16.7K $1.67B
SCHC
Schwab Strategic Tr Intl Small

ETFs
785
+ 4.97%
$42.28 - $45.71 $33.2K - $35.9K
16.6K $755M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.32K
+ 5.72%
$26.44 - $27.1 $61.4K - $63K
43K $1.16B
VNQI
Vanguard Global Ex U.S. Real

ETFs
460
+ 2.02%
$45.22 - $48.34 $20.8K - $22.2K
23.2K $1.11B
DISV
Dimensional ETF Tr Dimensional

ETFs
37
+ 0.2%
$32.78 - $35.79 $1.21K - $1.32K
18.1K $646M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
856
+ 3.83%
$49.78 - $50.75 $42.6K - $43.4K
23.2K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
223
+ 2.52%
$211.65 - $238.24 $47.2K - $53.1K
9.06K $1.99B
AVRE
American Centy ETF Tr Avantis
1.03K
+ 20.66%
$43.53 - $45.34 $44.8K - $46.7K
6.02K $268M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
414
+ 1.08%
$26.38 - $27.95 $10.9K - $11.6K
38.9K $1.06B
DUHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$35.76 - $37.93 $107 - $114
17.9K $675M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.06%
$303.93 - $329.86 $304 - $330
1.63K $535M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.28%
$339.37 - $366.46 $1.36K - $1.47K
1.42K $520M
SCHA
Schwab Strategic Tr Us Small C

ETFs
142
+ 1.4%
$25.29 - $28.33 $3.59K - $4.02K
10.3K $288M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
246
+ 3.99%
$102.4 - $103.88 $25.2K - $25.6K
6.42K $663M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
37
+ 1.99%
$138.08 - $151.2 $5.11K - $5.59K
1.9K $286M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
150
+ 0.84%
$48.5 - $50.19 $7.28K - $7.53K
18K $900M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
94
+ 0.79%
$29.97 - $32.38 $2.82K - $3.04K
12K $382M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
51
+ 0.71%
$30.13 - $33.37 $1.54K - $1.7K
7.24K $242M
VOE
Vanguard Mid Cap Value Index F

ETFs
8
+ 0.42%
$164.63 - $174.58 $1.32K - $1.4K
1.93K $337M
ITAN
Ea Series Trust Sparkline Inta

ETFs
28
+ 0.4%
$31.84 - $34.94 $892 - $978
7.05K $245M
AVUS
American Centy ETF Tr Avantis

ETFs
3
+ 0.14%
$101.2 - $109.16 $304 - $327
2.08K $226M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
217
+ 1.0%
$50.29 - $50.86 $10.9K - $11K
21.9K $1.11B
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.16%
$194.44 - $206.51 $389 - $413
1.29K $266M
IGF
Ishares Global Infrastructure

ETFs
50
+ 0.93%
$58.29 - $61.43 $2.91K - $3.07K
5.43K $332M
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.17%
$56.02 - $60.3 $336 - $362
3.55K $213M
XLF
Financial Sector Spdr

ETFs
6
+ 0.15%
$51.37 - $54.25 $308 - $326
3.92K $211M
HYG
Ishares Tr

ETFs
39
+ 1.25%
$79.85 - $81.32 $3.11K - $3.17K
3.17K $257M
KR
Kroger CO

Consumer Defensive
61
+ 0.5%
$64.52 - $74.35 $3.94K - $4.54K
12.2K $820M
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
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