Filer Name: CLUNE & ASSOCIATES, LTD.
CIK: 2055816
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 136
Portfolio Value: $0.30B

Clune & Associates, Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFUV US DIMENSIONAL US MARKETWIDE VA 422,995 $17M 5.75% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 213,985 $14M 4.62% - -
SPY US SPDR S&P 500 ETF TRUST 21,374 $13M 4.16% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 307,854 $11M 3.63% - -
BSV US VANGUARD SHORT-TERM BOND ETF 137,580 $11M 3.53% - -
DFSD US DIMENSIONAL SHORT DURATION 220,193 $10M 3.43% - -
VCSH US VANGUARD S/T CORP BOND ETF 118,057 $9M 3.06% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 231,536 $8M 2.66% - -
VOO US VANGUARD S&P 500 ETF 14,543 $8M 2.60% - -
AAPL US APPLE INC 29,139 $7M 2.42% - -
ISTB US ISHARES CORE 1-5 YEAR USD BO 135,677 $6M 2.15% - -
VXUS US VANGUARD TOTAL INTL STOCK 106,295 $6M 2.08% - -
AVLV US AVANTIS US LARGE CAP VALUE 81,769 $5M 1.81% - -
DFIS US DIMENSIONAL INTERNATIONAL SM 220,254 $5M 1.80% - -
EMB US ISHARES JP MORGAN USD EMERGI 59,909 $5M 1.77% - -
VO US VANGUARD MID-CAP ETF 20,008 $5M 1.75% - -
VTV US VANGUARD VALUE ETF 26,438 $4M 1.49% - -
DUSB US DIMENSION ULTRASHORT FI ETF 79,086 $4M 1.33% - -
SHYG US ISHARES 0-5 YR HY CORP BOND 94,113 $4M 1.33% - -
NVDA US NVIDIA CORP 29,452 $4M 1.31% - -
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