Clune & Associates, Ltd. Reduced Holdings in Q3 2025

Clune & Associates, Ltd.

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

ETFs
-12.7K
- 17.14%
$42.42 - $45.96 $540K - $585K
61.5K $2.81B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-12.1K
- 49.6%
$23.38 - $24.24 $284K - $294K
12.3K $294M
DV
Double Verify Holdings, Inc.

Technology
-9.11K
- 17.61%
$11.86 - $16.27 $108K - $148K
42.6K $511M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-78
- 1.03%
$38.58 - $58.24 $3.01K - $4.54K
7.53K $295M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.94K
- 11.27%
$72.57 - $74.72 $140K - $145K
15.2K $1.13B
IEMG
Ishares Inc

ETFs
-2.25K
- 34.35%
N/A
4.31K $284M
IBM
International Business Machines Corp

Technology
-289
- 21.98%
$234.77 - $292.47 $67.8K - $84.5K
1.03K $290M
MUB
Ishares National Muni Bond ETF

ETFs
-1.19K
- 7.27%
$103.24 - $106.68 $122K - $127K
15.1K $1.61B
ABT
Abbott Laboratories

Healthcare
-114
- 0.77%
$120.51 - $136.62 $13.7K - $15.6K
14.7K $1.97B
V
Visa Inc.

Financial Services
-50
- 2.94%
$332.09 - $358.86 $16.6K - $17.9K
1.65K $563M
VV
Vanguard Large Cap ETF

ETFs
-440
- 9.39%
$285.05 - $309.14 $125K - $136K
4.25K $1.31B
DIS
Walt Disney CO

Communication Services
-68
- 3.62%
$112.25 - $124.0 $7.63K - $8.43K
1.81K $207M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-862
- 0.84%
$42.75 - $43.37 $36.9K - $37.4K
102K $4.4B
CSCO
Cisco Systems, Inc.

Technology
-224
- 5.07%
$66.2 - $71.79 $14.8K - $16.1K
4.2K $287M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-368
- 1.72%
$50.52 - $50.75 $18.6K - $18.7K
21.1K $1.07B
DFAX
Dimensional ETF Tr
-6.36K
- 6.9%
$29.25 - $31.56 $186K - $201K
85.9K $2.69B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.27K
- 2.57%
$22.9 - $24.1 $29K - $30.5K
48K $1.15B
IAS
Integral Ad Science Holding Corp.

Communication Services
-18.8K
- 19.27%
$7.84 - $10.22 $147K - $192K
78.5K $799M
VTWO
Vanguard Russell 2000 ETF

ETFs
-409
- 12.32%
$86.92 - $99.32 $35.6K - $40.6K
2.91K $285M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-83
- 4.51%
$109.47 - $119.06 $9.09K - $9.88K
1.76K $208M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-212
- 1.63%
$20.22 - $21.71 $4.29K - $4.6K
12.8K $276M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-219
- 3.04%
$72.04 - $77.35 $15.8K - $16.9K
6.99K $536M
FNDF
Schwab Fundamental Intl Large

ETFs
-97
- 1.27%
$39.84 - $43.15 $3.86K - $4.19K
7.54K $324M
CVX
Chevron Corp

Energy
-78
- 2.97%
$145.57 - $161.83 $11.4K - $12.6K
2.54K $395M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.5%
$291.67 - $316.99 $4.96K - $5.39K
3.36K $1.02B
IFRA
Ishares Tr

ETFs
-237
- 1.82%
$49.77 - $52.82 $11.8K - $12.5K
12.8K $677M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-4
- 0.05%
$79.76 - $85.78 $319 - $343
8.17K $691M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-601
- 2.83%
$49.43 - $54.52 $29.7K - $32.8K
20.6K $1.12B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-158
- 0.92%
$132.9 - $142.03 $21K - $22.4K
17K $2.39B
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.6K
- 3.42%
$53.36 - $59.69 $138K - $155K
73.4K $4.27B
IGE
Ishares Tr North Amern Nat Res

ETFs
-2.88K
- 3.62%
$44.5 - $49.6 $128K - $143K
76.5K $3.75B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.85K
- 2.24%
$68.24 - $73.73 $194K - $210K
124K $9.12B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.7K
- 3.74%
$41.91 - $44.87 $742K - $795K
456K $20.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.43K
- 1.49%
$36.04 - $38.78 $123K - $133K
227K $8.74B
NVDA
Nvidia Corp

Technology
-475
- 1.97%
$153.3 - $186.58 $72.8K - $88.6K
23.7K $4.42B
CAT
Caterpillar Inc

Industrials
-39
- 0.46%
$390.92 - $477.15 $15.2K - $18.6K
8.48K $4.04B
ABBV
Abb Vie Inc.

Healthcare
-85
- 0.47%
$184.85 - $231.54 $15.7K - $19.7K
18K $4.17B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.5K
- 0.64%
$63.41 - $69.69 $95K - $104K
233K $15.9B
AAPL
Apple Inc.

Technology
-50
- 0.18%
$202.38 - $256.87 $10.1K - $12.8K
27.6K $7.02B
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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