Clune & Associates, Ltd.
CIK Number: 0002055816
Main Sectors:
Top Industries:
Filing Date: Apr 28, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US ... | 44.22 | -0.45% | 451.26K | +6.68% | 18.6M | 40.94 | 5.71% | Share |
| 2 | DFAS | Dimensional U.S... | 67.79 | -0.88% | 217.07K | +1.44% | 12.97M | 65 | 3.98% | Share |
| 3 | DFIV | Dimensional Int... | 45.73 | -0.44% | 323.69K | +5.14% | 12.74M | 35.67 | 3.91% | Share |
| 4 | SPY | SPDR S&P 500 ET... | 657.97 | -0.47% | 22.42K | +4.89% | 12.54M | 584.83 | 3.85% | Share |
| 5 | BSV | Vanguard Short-... | 78.79 | -0.15% | 148.88K | +8.21% | 11.65M | 77.35 | 3.58% | Share |
| 6 | DFSD | Dimensional Sho... | 48.12 | -0.12% | 245.03K | +11.28% | 11.64M | 46.94 | 3.58% | Share |
| 7 | VCSH | Vanguard Short-... | 79.77 | -0.13% | 127.99K | +8.42% | 10.1M | 78.08 | 3.10% | Share |
| 8 | VOO | Vanguard S&P 50... | 606.64 | -0.47% | 16.06K | +10.45% | 8.25M | 536.45 | 2.54% | Share |
| 9 | DFAC | Dimensional U.S... | 38.14 | -0.55% | 229.83K | -0.74% | 7.58M | 34.59 | 2.33% | Share |
| 10 | VXUS | Vanguard Total ... | 72.49 | -0.58% | 115.83K | +8.97% | 7.19M | 59.19 | 2.21% | Share |
| 11 | BRK-A | Berkshire Hatha... | 743080.00 | -0.2% | 9 | +100.00% | 7.19M | 798441.56 | 2.21% | Share |
| 12 | ISTB | iShares Core 1-... | 48.77 | -0.15% | 142.38K | +4.94% | 6.88M | 47.8 | 2.11% | Share |
| 13 | AAPL | Apple Inc. | 256.87 | +1.81% | 27.92K | -4.2% | 6.2M | 250.42 | 1.90% | Share |
| 14 | DFIS | Dimensional Int... | 31.18 | -0.8% | 233.02K | +5.80% | 6.02M | 24.63 | 1.85% | Share |
| 15 | EMB | iShares J.P. Mo... | 95.26 | -0.25% | 64.77K | +8.11% | 5.87M | 89.16 | 1.80% | Share |
| 16 | AVLV | Avantis U.S. La... | 71.81 | -0.5% | 85.55K | +4.62% | 5.58M | 66.7 | 1.71% | Share |
| 17 | VTV | Vanguard Value ... | 184.99 | -0.49% | 31.87K | +20.55% | 5.51M | 169.89 | 1.69% | Share |
| 18 | VO | Vanguard Mid Ca... | 289.29 | -0.66% | 20.42K | +2.04% | 5.28M | 264.02 | 1.62% | Share |
| 19 | DUSB | Dimensional Ult... | 50.74 | +0.04% | 91.63K | +15.86% | 4.65M | 50.61 | 1.43% | Share |
| 20 | IJR | iShares Core S&... | 117.27 | -0.9% | 41.26K | +21.05% | 4.31M | 113.37 | 1.33% | Share |
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