Clune & Associates, Ltd. Top Holdings and 13F Report (2025) About Clune & Associates, Ltd.Investment ActivityClune & Associates, Ltd. has $301.17 million in total holdings as of December 31, 2024.Clune & Associates, Ltd. owns shares of 136 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional US Marketwide Value ETF $17,308,935Dimensional U.S. Small Cap ETF $13,926,138SPDR S&P 500 ETF Trust $12,526,941Dimensional International Value ETF $10,922,675Vanguard Short-Term Bond ETF $10,630,771 Sector AllocationMap of 500 Largest Holdings ofClune & Associates, Ltd. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$17,308,935422,9955.7%ETFDFASDimensional U.S. Small Cap ETF$13,926,138213,9854.6%ETFSPYSPDR S&P 500 ETF Trust$12,526,94121,3744.2%FinanceDFIVDimensional International Value ETF$10,922,675307,8543.6%ETFBSVVanguard Short-Term Bond ETF$10,630,771137,5803.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,322,626220,1933.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,209,640118,0573.1%ETFDFACDimensional U.S. Core Equity 2 ETF$8,008,827231,5362.7%ETFVOOVanguard S&P 500 ETF$7,836,02214,5432.6%ETFAAPLApple$7,297,10929,1392.4%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$6,481,305135,6772.2%ManufacturingVXUSVanguard Total International Stock ETF$6,263,953106,2952.1%ETFAVLVAvantis U.S. Large Cap Value ETF$5,459,71381,7691.8%ETFDFISDimensional International Small Cap ETF$5,408,341220,2541.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,334,25359,9091.8%ETFVOVanguard Mid-Cap ETF$5,284,66820,0081.8%ETFVTVVanguard Value ETF$4,476,00126,4381.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,010,16894,1131.3%ETFDIMENSIONAL ETF TRUST$4,000,94279,0861.3%ULTRASHORT FIXEDNVDANVIDIA$3,955,11229,4521.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,927,48734,0871.3%ETFBNDXVanguard Total International Bond ETF$3,874,62078,9931.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,634,37831,7471.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,589,858137,0701.2%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$3,535,903103,5711.2%ETFABBVAbbVie$3,405,25519,1631.1%MedicalDFATDimensional U.S. Targeted Value ETF$3,381,14860,7461.1%ETFVNQVanguard Real Estate ETF$3,232,66336,2891.1%ETFAVIVAvantis International Large Cap Value ETF$3,190,66461,4771.1%ETFIGEiShares North American Natural Resources ETF$3,139,06573,4631.0%ETFCATCaterpillar$3,082,5258,4971.0%Industrial ProductsVBVanguard Small-Cap ETF$2,975,56412,3841.0%ETFMUBiShares National Muni Bond ETF$2,961,28127,7921.0%ETFSUBiShares Short-Term National Muni Bond ETF$2,917,69327,6611.0%ETFDFAUDimensional US Core Equity Market ETF$2,553,79763,0720.8%ETFAVEMAvantis Emerging Markets Equity ETF$2,469,69642,0090.8%ETFDFUSDimensional U.S. Equity ETF$2,452,29538,4670.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,363,68023,5610.8%ETFVEUVanguard FTSE All-World ex-US ETF$2,317,56540,3690.8%ETFDFSVDimensional US Small Cap Value ETF$2,279,92974,0720.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,246,89335,5800.7%ETFDFAIDimensional International Core Equity Market ETF$2,231,59176,4240.7%ETFVYMVanguard High Dividend Yield ETF$2,180,37017,0890.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,155,60886,7100.7%ETFEEMiShares MSCI Emerging Markets ETF$2,012,63948,1260.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,000,79838,7000.7%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$1,951,58876,9250.6%ETFMSFTMicrosoft$1,932,2374,5840.6%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$1,882,83345,6220.6%ETFVBRVanguard Small-Cap Value ETF$1,856,3179,3670.6%ETFDFLVDimensional US Large Cap Value ETF$1,771,40658,9880.6%ETFAVDEAvantis International Equity ETF$1,683,20627,4270.6%ETFABTAbbott Laboratories$1,644,69714,5410.5%MedicalAMZNAmazon.com$1,623,0477,3980.5%Retail/WholesaleAONAON$1,610,1144,4830.5%FinanceBRK.BBerkshire Hathaway$1,590,5603,5090.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,539,71615,8900.5%FinanceAVUVAvantis U.S. Small Cap Value ETF$1,528,14315,8310.5%ETFAVSFAvantis Short-Term Fixed Income ETF$1,425,74830,9000.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,418,59622,7670.5%ETFIXCiShares Global Energy ETF$1,351,67135,4030.4%ETFREETiShares Global REIT ETF$1,276,98253,2740.4%ETFIVViShares Core S&P 500 ETF$1,271,5362,1600.4%ETFXOMExxon Mobil$1,261,76711,7300.4%Oils/EnergyVDEVanguard Energy ETF$1,163,7729,5930.4%ETFBNDVanguard Total Bond Market ETF$1,155,97816,0750.4%ETFEFAiShares MSCI EAFE ETF$1,129,17414,9340.4%FinanceAVDVAvantis International Small Cap Value ETF$1,116,05717,1490.4%ETFVVVanguard Large-Cap ETF$1,093,5964,0550.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,092,48221,9640.4%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,066,02622,0160.4%ManufacturingIASIntegral Ad Science$1,036,94399,3240.3%Business ServicesSCHPSchwab U.S. TIPS ETF$985,87038,1680.3%ETFMCDMcDonald's$981,3953,3850.3%Retail/WholesaleDFARDimensional US Real Estate ETF$922,09039,6260.3%ETFSCHDSchwab US Dividend Equity ETF$900,58432,9640.3%ETFVWOVanguard FTSE Emerging Markets ETF$889,74320,2030.3%ETFGNRSPDR S&P Global Natural Resources ETF$888,46217,8550.3%ETFIAGGiShares Core International Aggregate Bond ETF$822,15516,4690.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$815,38620,6110.3%ETFGOOGAlphabet$784,0414,1170.3%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$745,35214,7800.2%ETFCOMSCORE INC$739,671126,6560.2%COM NEWQQQInvesco QQQ$735,7401,4390.2%FinanceKRKroger$733,01211,9870.2%Retail/WholesaleICLNiShares Global Clean Energy ETF$691,68660,7810.2%ETFDVDoubleVerify$676,23035,2020.2%Computer and TechnologyEFViShares MSCI EAFE Value ETF$660,59712,5900.2%ETFJPMJPMorgan Chase & Co.$640,7452,6730.2%FinanceGUNRFlexShares Global Upstream Natural Resources Index Fund$638,43917,5590.2%ETFDUHPDimensional US High Profitability ETF$603,91117,8720.2%ETFIXUSiShares Core MSCI Total International Stock ETF$597,1259,0280.2%ManufacturingAVSCAvantis U.S. Small Cap Equity ETF$573,14110,5430.2%ETFXLEEnergy Select Sector SPDR Fund$567,8806,6290.2%ETFVYMIVanguard International High Dividend Yield ETF$563,8788,3070.2%ETFIFRAiShares U.S. Infrastructure ETF$549,63511,8740.2%ETFSCHCSchwab International Small-Cap Equity ETF$538,62515,6900.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$527,7885,2460.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$519,9286,3420.2%ManufacturingVVisa$506,9751,6040.2%Business ServicesShowing largest 100 holdings. 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