Clune & Associates, Ltd. Incresed Positions in Q2 2025

Clune & Associates, Ltd.

  • $365 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
390
+ 4.12%
$162.76 - $195.77 $63.5K - $76.4K
9.87K $1.92B
IEMG
Ishares Inc

ETFs
2.2K
+ 50.31%
N/A
6.56K $394M
Dimensional ETF Trust
4.22K
+ 7.12%
N/A
63.6K $1.97B
AVUV
American Centy ETF Tr Avantis

ETFs
942
+ 5.81%
$75.17 - $91.21 $70.8K - $85.9K
17.2K $1.56B
VNQI
Vanguard Global Ex U.S. Real

ETFs
354
+ 1.58%
$37.77 - $46.15 $13.4K - $16.3K
22.7K $1.05B
IXUS
Ishares Tr

ETFs
756
+ 6.97%
$62.37 - $77.63 $47.2K - $58.7K
11.6K $897M
SUB
Ishares Short Term National Mu

ETFs
996
+ 3.05%
$104.77 - $106.34 $104K - $106K
33.6K $3.58B
IBM
International Business Machines Corp

Technology
267
+ 25.48%
$221.03 - $294.78 $59K - $78.7K
1.32K $388M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.03%
$146.58 - $180.01 $293 - $360
5.77K $1.02B
ICLN
Ishares

ETFs
2.13K
+ 3.95%
$10.56 - $13.31 $22.5K - $28.4K
56.2K $736M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.42K
+ 8.99%
$72.02 - $73.82 $102K - $105K
17.2K $1.27B
SCHC
Schwab Strategic Tr Intl Small

ETFs
20
+ 0.13%
$32.41 - $42.59 $648 - $852
15.8K $673M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48
+ 0.23%
$39.89 - $49.46 $1.91K - $2.37K
21.2K $1.05B
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.08K
+ 9.01%
$20.99 - $23.93 $85.5K - $97.5K
49.3K $1.16B
AVSF
American Centy ETF Tr Avantis

ETFs
1.42K
+ 4.52%
$46.28 - $47.03 $65.8K - $66.8K
32.9K $1.55B
IFRA
Ishares Tr

ETFs
434
+ 3.44%
$40.97 - $49.19 $17.8K - $21.3K
13.1K $642M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
114
+ 1.61%
$57.14 - $72.68 $6.51K - $8.29K
7.21K $524M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.34%
$221.86 - $362.89 $887 - $1.45K
1.2K $380M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$144.7 - $178.6 $145 - $179
3.24K $570M
VOE
Vanguard Mid Cap Value Index F

ETFs
378
+ 24.43%
$141.87 - $164.49 $53.6K - $62.2K
1.93K $317M
KR
Kroger CO

Consumer Defensive
57
+ 0.47%
$64.62 - $74.0 $3.68K - $4.22K
12.1K $868M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
529
+ 9.38%
$102.02 - $103.5 $54K - $54.8K
6.17K $635M
UAL
United Airlines Holdings, Inc.

Industrials
100
+ 2.73%
$56.15 - $84.23 $5.62K - $8.42K
3.77K $300M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$29.36 - $35.56 $88.1 - $107
17.9K $636M
V
Visa Inc.

Financial Services
95
+ 5.92%
$308.27 - $373.31 $29.3K - $35.5K
1.7K $603M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
68
+ 0.57%
$23.66 - $29.99 $1.61K - $2.04K
11.9K $357M
GUNR
Flexshares Tr Morningstar Glob

ETFs
325
+ 1.84%
$33.77 - $41.16 $11K - $13.4K
18K $723M
IGF
Ishares Global Infrastructure

ETFs
82
+ 1.55%
$50.55 - $59.83 $4.15K - $4.91K
5.38K $318M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
39
+ 0.19%
$50.09 - $51.09 $1.95K - $1.99K
20.1K $1.03B
SCHA
Schwab Strategic Tr Us Small C

ETFs
97
+ 0.96%
$20.42 - $25.3 $1.98K - $2.45K
10.2K $257M
ITAN
Ea Series Trust Sparkline Inta

ETFs
20
+ 0.29%
$26.12 - $32.3 $522 - $646
7.02K $227M
AVRE
American Centy ETF Tr Avantis
262
+ 5.55%
$38.75 - $44.92 $10.2K - $11.8K
4.99K $220M
HYG
Ishares Tr

ETFs
40
+ 1.3%
$75.75 - $80.65 $3.03K - $3.23K
3.13K $252M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29
+ 0.18%
$96.84 - $99.46 $2.81K - $2.88K
16K $1.59B
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.08%
$168.34 - $195.42 $168 - $195
1.29K $252M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
63
+ 0.99%
$82.21 - $83.12 $5.18K - $5.24K
6.45K $534M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
24
+ 0.18%
$18.96 - $20.43 $455 - $490
13K $266M
SCHP
Schwab Strategic Us Tips ETF

ETFs
455
+ 1.13%
$26.18 - $26.93 $11.9K - $12.3K
40.7K $1.08B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.74K
+ 4.73%
$24.32 - $27.87 $42.2K - $48.4K
38.5K $1.02B
CVX
Chevron Corp

Energy
198
+ 8.17%
$133.73 - $168.51 $26.5K - $33.4K
2.62K $376M
XLE
Energy Sector Spdr

ETFs
3
+ 0.04%
$76.44 - $94.13 $229 - $282
7K $594M
VDE
Vanguard Energy ETF

ETFs
221
+ 2.28%
$105.87 - $130.56 $23.4K - $28.9K
9.92K $1.18B
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
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