Clune & Associates, Ltd. New Holdings in Q4 2024

Clune & Associates, Ltd.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
59K
New
N/A
59K $1.77B
AVDE
American Centy ETF Tr Avantis

ETFs
27.4K
New
$60.9 - $66.69 $1.67M - $1.83M
27.4K $1.68B
ABT
Abbott Laboratories

Healthcare
14.5K
New
$111.93 - $119.39 $1.63M - $1.74M
14.5K $1.64B
AMZN
Amazon Com Inc

Consumer Cyclical
7.4K
New
$180.88 - $232.93 $1.34M - $1.72M
7.4K $1.62B
AON
Aon PLC

Financial Services
4.48K
New
$344.14 - $393.31 $1.54M - $1.76M
4.48K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.51K
New
$442.29 - $483.08 $1.55M - $1.7M
3.51K $1.59B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
New
$96.64 - $101.23 $1.54M - $1.61M
15.9K $1.54B
AVUV
American Centy ETF Tr Avantis

ETFs
15.8K
New
$94.37 - $106.41 $1.49M - $1.68M
15.8K $1.53B
AVSF
American Centy ETF Tr Avantis

ETFs
30.9K
New
$46.02 - $47.0 $1.42M - $1.45M
30.9K $1.43B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.8K
New
$61.68 - $67.87 $1.4M - $1.55M
22.8K $1.42B
REET
Ishares Global Reit ETF

ETFs
53.3K
New
$23.43 - $26.54 $1.25M - $1.41M
53.3K $1.28B
IVV
Ishares Core S&P 500 ETF

ETFs
2.16K
New
$570.51 - $610.59 $1.23M - $1.32M
2.16K $1.27B
XOM
Exxon Mobil Corp

Energy
11.7K
New
$105.51 - $125.37 $1.24M - $1.47M
11.7K $1.26B
VDE
Vanguard Energy ETF

ETFs
9.59K
New
$116.67 - $136.78 $1.12M - $1.31M
9.59K $1.16B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.1K
New
$71.75 - $75.11 $1.15M - $1.21M
16.1K $1.16B
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.9K
New
$75.1 - $82.99 $1.12M - $1.24M
14.9K $1.13B
AVDV
American Centy ETF Tr Avantis

ETFs
17.1K
New
$63.85 - $70.4 $1.09M - $1.21M
17.1K $1.12B
VV
Vanguard Large Cap ETF

ETFs
4.06K
New
$260.27 - $280.65 $1.06M - $1.14M
4.06K $1.09B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
22K
New
$49.58 - $50.28 $1.09M - $1.1M
22K $1.09B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
22K
New
$48.33 - $49.08 $1.06M - $1.08M
22K $1.07B
IAS
Integral Ad Science Holding Corp.

Communication Services
99.3K
New
$10.1 - $12.72 $1M - $1.26M
99.3K $1.04B
SCHP
Schwab Strategic Us Tips ETF

ETFs
38.2K
New
$25.74 - $53.78 $982K - $2.05M
38.2K $986M
MCD
Mcdonalds Corp

Consumer Cyclical
3.39K
New
$288.47 - $316.54 $976K - $1.07M
3.39K $981M
DFAR
Dimensional ETF Tr Dimensional

ETFs
39.6K
New
$22.72 - $25.76 $900K - $1.02M
39.6K $922M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33K
New
$26.93 - $84.95 $888K - $2.8M
33K $901M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.2K
New
$44.04 - $49.49 $890K - $1M
20.2K $890M
GNR
Spdr S&P Global Natural Resour

ETFs
17.9K
New
$48.67 - $58.43 $869K - $1.04M
17.9K $888M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
16.5K
New
$49.87 - $52.46 $821K - $864K
16.5K $822M
VNQI
Vanguard Global Ex U.S. Real

ETFs
20.6K
New
$39.22 - $47.52 $808K - $979K
20.6K $815M
GOOG
Alphabet Inc.

Communication Services
4.12K
New
$163.08 - $198.16 $671K - $816K
4.12K $784M
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.8K
New
$50.35 - $50.69 $744K - $749K
14.8K $745M
Comscore Inc
127K
New
N/A
127K $740M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.44K
New
$481.22 - $538.17 $692K - $774K
1.44K $736M
KR
Kroger CO

Consumer Defensive
12K
New
$55.21 - $63.3 $662K - $759K
12K $733M
ICLN
Ishares

ETFs
60.8K
New
$11.35 - $14.51 $690K - $882K
60.8K $692M
DV
Double Verify Holdings, Inc.

Technology
35.2K
New
$16.24 - $21.06 $572K - $741K
35.2K $676M
EFV
Msci Eafe Value ETF

ETFs
12.6K
New
$51.78 - $57.15 $652K - $720K
12.6K $661M
JPM
Jpmorgan Chase & CO

Financial Services
2.67K
New
$205.18 - $250.29 $548K - $669K
2.67K $641M
GUNR
Flexshares Tr Morningstar Glob

ETFs
17.6K
New
$36.15 - $41.9 $635K - $736K
17.6K $638M
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.9K
New
$33.62 - $35.69 $601K - $638K
17.9K $604M
IXUS
Ishares Tr

ETFs
9.03K
New
$65.95 - $72.56 $595K - $655K
9.03K $597M
AVSC
American Centy ETF Tr Avantis
10.5K
New
$52.7 - $59.57 $556K - $628K
10.5K $573M
XLE
Energy Sector Spdr

ETFs
6.63K
New
$83.32 - $97.27 $552K - $645K
6.63K $568M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.31K
New
$67.29 - $73.38 $559K - $610K
8.31K $564M
IFRA
Ishares Tr

ETFs
11.9K
New
$45.94 - $51.71 $545K - $614K
11.9K $550M
SCHC
Schwab Strategic Tr Intl Small

ETFs
15.7K
New
$33.93 - $38.37 $532K - $602K
15.7K $539M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.25K
New
$100.24 - $101.35 $526K - $532K
5.25K $528M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.34K
New
$81.68 - $82.93 $518K - $526K
6.34K $520M
V
Visa Inc.

Financial Services
1.6K
New
$273.87 - $320.91 $439K - $515K
1.6K $507M
Activity Summary
Buys All Purchases 136 New Holdings 136 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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