Clune & Associates, Ltd.
CIK Number: 0002055816
Main Sectors:
Top Industries:
Filing Date: Jul 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US ... | 44.73 | +0.01% | 473.38K | +4.90% | 20.01M | 41 | 5.48% | Share |
| 2 | DFIV | Dimensional Int... | 46.20 | -0.17% | 354.67K | +9.57% | 15.19M | 36.3 | 4.16% | Share |
| 3 | DFAS | Dimensional U.S... | 68.74 | +0.12% | 234.18K | +7.88% | 14.92M | 64.91 | 4.08% | Share |
| 4 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 22.74K | +1.42% | 14.05M | 585.3 | 3.85% | Share |
| 5 | BSV | Vanguard Short-... | 78.83 | +0.02% | 166.76K | +12.01% | 13.12M | 77.49 | 3.59% | Share |
| 6 | DFSD | Dimensional Sho... | 48.30 | +0.03% | 268.19K | +9.46% | 12.88M | 47.04 | 3.52% | Share |
| 7 | VCSH | Vanguard Short-... | 79.80 | +0.01% | 134.41K | +5.02% | 10.69M | 78.15 | 2.93% | Share |
| 8 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 17.14K | +6.70% | 9.74M | 538.44 | 2.67% | Share |
| 9 | VXUS | Vanguard Total ... | 74.11 | +0.19% | 126.95K | +9.60% | 8.77M | 60.06 | 2.40% | Share |
| 10 | DFAC | Dimensional U.S... | 38.73 | +0.19% | 229.98K | +0.06% | 8.24M | 34.59 | 2.26% | Share |
| 11 | DFIS | Dimensional Int... | 31.73 | +0.09% | 254.68K | +9.30% | 7.6M | 25.07 | 2.08% | Share |
| 12 | ISTB | iShares Core 1-... | 48.77 | +0.02% | 149.72K | +5.15% | 7.28M | 47.84 | 1.99% | Share |
| 13 | BRK-A | Berkshire Hatha... | 744616.90 | -0.17% | 9 | 0.00% | 6.56M | 798441.56 | 1.80% | Share |
| 14 | VTV | Vanguard Value ... | 186.55 | -0.17% | 35.38K | +11.03% | 6.25M | 170.57 | 1.71% | Share |
| 15 | AVLV | Avantis U.S. La... | 72.51 | +0.19% | 91.38K | +6.82% | 6.23M | 66.8 | 1.71% | Share |
| 16 | EMB | iShares J.P. Mo... | 95.17 | +0.05% | 67.04K | +3.50% | 6.21M | 89.27 | 1.70% | Share |
| 17 | VO | Vanguard Mid Ca... | 294.52 | +0.36% | 21.67K | +6.13% | 6.06M | 264.93 | 1.66% | Share |
| 18 | AAPL | Apple Inc. | 257.13 | +0.66% | 27.63K | -1.01% | 5.67M | 250.42 | 1.55% | Share |
| 19 | IJR | iShares Core S&... | 119.52 | +0.29% | 50.11K | +21.45% | 5.48M | 112.65 | 1.50% | Share |
| 20 | FNDC | Schwab Fundamen... | 44.59 | -0.04% | 120.52K | +7.90% | 5.07M | 34.86 | 1.39% | Share |
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