Clune & Associates, Ltd. ETFs

Clune & Associates, Ltd.

$326 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVV Ishares Core S&P 500 ETF	$0	$1.19 Billion 0.37% of portfolio	2,125	Q1 2025 Reduced 1.62%
BND Vanguard Bd Index Fd Inc Total	$0	$1.16 Billion 0.36% of portfolio	15,765	Q1 2025 Reduced 1.93%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$1.16 Billion 0.36% of portfolio	23,180	Q1 2025 Added 5.29%
SLQD Ishares 0 5 Year Investment Gr	$0	$1.1 Billion 0.34% of portfolio	21,972	Q1 2025 Added 0.04%
SCHP Schwab Strategic Us Tips ETF	$0	$1.08 Billion 0.33% of portfolio	40,205	Q1 2025 Added 5.34%
DFAR Dimensional ETF Tr Dimensional	$0	$1.07 Billion 0.33% of portfolio	45,214	Q1 2025 Added 14.1%
VV Vanguard Large Cap ETF	$0	$1.05 Billion 0.32% of portfolio	4,096	Q1 2025 Added 1.01%
GNR Spdr S&P Global Natural Resour	$0	$1.04 Billion 0.32% of portfolio	19,588	Q1 2025 Added 9.71%
SCHD Schwab Strategic Tr Us Dividen	$0	$1.03 Billion 0.32% of portfolio	36,719	Q1 2025 Added 11.39%
IAGG Ishares Tr Core Intl Aggregate	$0	$1 Billion 0.31% of portfolio	20,034	Q1 2025 Added 21.65%
VWO Vanguard Ftse Emerging Mkts Et	$0	$958 Million 0.29% of portfolio	21,158	Q1 2025 Added 4.73%
VNQI Vanguard Global Ex U.S. Real	$0	$905 Million 0.28% of portfolio	22,378	Q1 2025 Added 8.57%
IXUS Ishares Tr	$0	$757 Million 0.23% of portfolio	10,845	Q1 2025 Added 20.13%
ICSH Blackrock Ultra Short Term Bon	$0	$754 Million 0.23% of portfolio	14,870	Q1 2025 Added 0.61%
EFV Msci Eafe Value ETF	$0	$742 Million 0.23% of portfolio	12,590	Q4 2024 New
GUNR Flexshares Tr Morningstar Glob	$0	$687 Million 0.21% of portfolio	17,694	Q1 2025 Added 0.77%
QQQ Invesco Qqq Trust, Series 1	$0	$675 Million 0.21% of portfolio	1,439	Q4 2024 New
XLE Energy Sector Spdr	$0	$654 Million 0.2% of portfolio	6,997	Q1 2025 Added 5.55%
ICLN Ishares	$0	$617 Million 0.19% of portfolio	54,042	Q1 2025 Reduced 11.09%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$614 Million 0.19% of portfolio	8,336	Q1 2025 Added 0.35%
DUHP Dimensional ETF Tr Dimensional	$0	$592 Million 0.18% of portfolio	17,875	Q1 2025 Added 0.02%
STIP Ishares Barclays 0 5 Year Tips	$0	$584 Million 0.18% of portfolio	5,641	Q1 2025 Added 7.53%
IFRA Ishares Tr	$0	$569 Million 0.17% of portfolio	12,620	Q1 2025 Added 6.28%
SCHC Schwab Strategic Tr Intl Small	$0	$566 Million 0.17% of portfolio	15,783	Q1 2025 Added 0.59%
DISV Dimensional ETF Tr Dimensional	$0	$550 Million 0.17% of portfolio	18,904	Q1 2025 Added 0.05%
SHY Ishares Barclays 1 3 Year Trea	$0	$528 Million 0.16% of portfolio	6,383	Q1 2025 Added 0.65%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$451 Million 0.14% of portfolio	7,093	Q1 2025 Added 5.38%
IWB Ishares Tr Russell 1000 ETF	$0	$444 Million 0.14% of portfolio	1,447	Q1 2025 Added 0.84%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$414 Million 0.13% of portfolio	8,339	Q1 2025 Added 0.53%
DFEV Dimensional ETF Tr Emerging Mk	$0	$320 Million 0.1% of portfolio	11,829	Q1 2025 Reduced 4.64%
IGF Ishares Global Infrastructure	$0	$290 Million 0.09% of portfolio	5,298	Q1 2025 Added 0.7%
CMF Ishares California Muni Bond E	$0	$284 Million 0.09% of portfolio	5,044	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$281 Million 0.09% of portfolio	7,785	Q1 2025 Added 0.03%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$262 Million 0.08% of portfolio	13,011	Q1 2025 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$253 Million 0.08% of portfolio	5,320	Q4 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$248 Million 0.08% of portfolio	1,547	Q1 2025 Added 2.52%
IVE Ishares S&P 500 Value ETF	$0	$245 Million 0.08% of portfolio	1,287	Q1 2025 Added 0.08%
HYG Ishares Tr	$0	$244 Million 0.07% of portfolio	3,088	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$236 Million 0.07% of portfolio	10,068	Q1 2025 Added 2.01%
IEMG Ishares Inc	$0	$235 Million 0.07% of portfolio	4,363	Q1 2025 Added 1.7%
GRID First Tr Nasdaq Clean Edge Sma	$0	$234 Million 0.07% of portfolio	2,064	Q1 2025 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$215 Million 0.07% of portfolio	2,223	Q1 2025 Reduced 2.84%
ITAN Ea Series Trust Sparkline Inta	$0	$209 Million 0.06% of portfolio	7,004	Q1 2025 Reduced 31.92%

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