Clune & Associates, Ltd. Incresed Positions in Q1 2025

Clune & Associates, Ltd.

  • $326 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
955
+ 4.73%
$42.5 - $46.71 $40.6K - $44.6K
21.2K $958M
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
+ 19.84%
$190.26 - $242.06 $279K - $355K
8.87K $1.69B
GOOGL
Alphabet Inc.

Communication Services
902
+ 38.68%
$154.33 - $206.19 $139K - $186K
3.23K $500M
DV
Double Verify Holdings, Inc.

Technology
19.6K
+ 55.6%
$13.34 - $23.07 $261K - $452K
54.8K $732M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
395
+ 7.53%
$100.59 - $103.47 $39.7K - $40.9K
5.64K $584M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
29
+ 0.35%
$67.08 - $76.14 $1.95K - $2.21K
8.34K $614M
DISV
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.05%
$26.09 - $30.21 $235 - $272
18.9K $550M
GUNR
Flexshares Tr Morningstar Glob

ETFs
135
+ 0.77%
$36.6 - $39.56 $4.94K - $5.34K
17.7K $687M
AVSF
American Centy ETF Tr Avantis

ETFs
558
+ 1.81%
$45.96 - $46.74 $25.6K - $26.1K
31.5K $1.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
123
+ 0.77%
$95.85 - $99.25 $11.8K - $12.2K
16K $1.58B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
362
+ 5.38%
$59.28 - $66.1 $21.5K - $23.9K
7.09K $451M
SCHC
Schwab Strategic Tr Intl Small

ETFs
93
+ 0.59%
$33.57 - $37.22 $3.12K - $3.46K
15.8K $566M
FNDF
Schwab Fundamental Intl Large

ETFs
2
+ 0.03%
$32.9 - $37.45 $65.8 - $74.9
7.79K $281M
IFRA
Ishares Tr

ETFs
746
+ 6.28%
$44.8 - $49.25 $33.4K - $36.7K
12.6K $569M
IGF
Ishares Global Infrastructure

ETFs
37
+ 0.7%
$51.96 - $54.84 $1.92K - $2.03K
5.3K $290M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.05K
+ 4.89%
$551.42 - $612.93 $577K - $641K
22.4K $12.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.31K
+ 6.01%
$59.61 - $66.71 $138K - $154K
40.8K $2.47B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
8
+ 0.04%
$49.6 - $50.28 $397 - $402
22K $1.1B
IEMG
Ishares Inc

ETFs
73
+ 1.7%
N/A
4.36K $235M
ICSH
Blackrock Ultra Short Term Bon

ETFs
90
+ 0.61%
$50.44 - $50.7 $4.54K - $4.56K
14.9K $754M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
41
+ 0.65%
$81.83 - $82.73 $3.36K - $3.39K
6.38K $528M
VOE
Vanguard Mid Cap Value Index F

ETFs
38
+ 2.52%
$156.61 - $168.02 $5.95K - $6.38K
1.55K $248M
MUB
Ishares National Muni Bond ETF

ETFs
295
+ 1.06%
$104.71 - $107.69 $30.9K - $31.8K
28.1K $2.96B
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.08%
$185.78 - $198.58 $186 - $199
1.29K $245M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44
+ 0.53%
$49.25 - $50.66 $2.17K - $2.23K
8.34K $414M
VO
Vanguard Mid Cap ETF

ETFs
408
+ 2.04%
$251.87 - $277.95 $103K - $113K
20.4K $5.28B
DUHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$32.57 - $35.82 $97.7 - $107
17.9K $592M
IWB
Ishares Tr Russell 1000 ETF

ETFs
12
+ 0.84%
$302.31 - $337.54 $3.63K - $4.05K
1.45K $444M
SCHA
Schwab Strategic Tr Us Small C

ETFs
198
+ 2.01%
$23.16 - $27.04 $4.59K - $5.35K
10.1K $236M
AVSC
American Centy ETF Tr Avantis
468
+ 4.44%
$48.08 - $56.12 $22.5K - $26.3K
11K $533M
VV
Vanguard Large Cap ETF

ETFs
41
+ 1.01%
$253.32 - $282.66 $10.4K - $11.6K
4.1K $1.05B
VBR
Vanguard Small Cap Value ETF

ETFs
108
+ 1.15%
$183.02 - $207.75 $19.8K - $22.4K
9.48K $1.77B
DFAU
Dimensional ETF Tr

ETFs
514
+ 0.81%
$37.84 - $42.29 $19.4K - $21.7K
63.6K $2.44B
AVUV
American Centy ETF Tr Avantis

ETFs
386
+ 2.44%
$84.95 - $100.62 $32.8K - $38.8K
16.2K $1.41B
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 4.37%
$222.15 - $428.22 $11.1K - $21.4K
1.19K $309M
DFSV
Dimensional ETF Tr Dimensional

ETFs
304
+ 0.41%
$27.56 - $32.1 $8.38K - $9.76K
74.4K $2.09B
CAT
Caterpillar Inc

Industrials
9
+ 0.11%
$326.75 - $407.63 $2.94K - $3.67K
8.51K $2.81B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.08K
+ 1.44%
$58.81 - $68.2 $181K - $210K
217K $13B
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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