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Clune & Associates

Latest statistics and disclosures from Clune & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUV, DFIV, DFAS, SPY, BSV, and represent 20.79% of Clune & Associates's stock portfolio.
Added to shares of these 10 stocks: BSV, ISTB, IGSB, IXUS, DFUS, DFSD, DFIV, VOO, VTV, DUSB.
Started 6 new stock positions in IWC, AVDS, SPSM, SCHX, VUSB, VSGX.
Reduced shares in these 10 stocks: DFUV, DFAU, MGC, PICB, IWR, VXUS, PM, DFAX, IAS, DFAT.
Sold out of its positions in IWR, PM, MGC.
Clune & Associates was a net buyer of stock by $13M.
Clune & Associates has $400M in assets under management (AUM), dropping by 9.53%.
Central Index Key (CIK): 0002055816

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Portfolio Holdings for Clune & Associates

Clune & Associates holds 159 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.1	$20M	-3%	456k	44.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$17M	+3%	366k	46.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.0	$16M		233k	68.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.9	$16M	+2%	23k	666.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.6	$15M	+9%	183k	78.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.4	$14M	+4%	279k	48.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.8	$11M	+3%	139k	79.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$11M	+4%	18k	612.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.3	$9.1M	-2%	124k	73.46	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$8.7M		227k	38.57	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.1	$8.4M	+14%	172k	48.84	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.1	$8.3M	+2%	261k	31.63	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$7.1M	+7%	38k	186.49	View chart
Apple (AAPL)	1.8	$7.0M		28k	254.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$6.9M	+5%	96k	72.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.7	$6.8M		9.00	754200.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$6.6M	+3%	70k	95.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$6.5M		22k	293.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$6.0M		51k	118.83	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$5.6M	+2%	175k	32.07	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.3	$5.4M		121k	44.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$5.0M	+8%	35k	142.55	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.2	$4.9M	+10%	97k	50.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.2	$4.8M	+8%	98k	49.46	View chart
American Centy Etf Tr International Lr (AVIV)	1.2	$4.7M	+10%	70k	67.44	View chart
NVIDIA Corporation (NVDA)	1.1	$4.4M		24k	186.58	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.1	$4.4M		102k	43.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$4.3M	-3%	73k	58.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.2M	+11%	17k	254.27	View chart
Abbvie (ABBV)	1.0	$4.2M		18k	231.54	View chart
Caterpillar (CAT)	1.0	$4.0M		8.5k	477.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$4.0M	+3%	44k	91.42	View chart
Ishares Tr North Amern Nat (IGE)	0.9	$3.8M	-3%	77k	49.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$3.7M	+10%	37k	100.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$3.7M	+3%	35k	106.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$3.6M	+19%	49k	72.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$3.5M	+8%	47k	75.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$3.4M	+14%	107k	31.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$3.4M	+2%	47k	71.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$3.2M	+12%	101k	31.84	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$3.1M	+13%	47k	66.90	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$3.1M	+32%	58k	53.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$3.0M	+2%	57k	53.40	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$3.0M	+4%	70k	42.76	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$2.8M	-17%	62k	45.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$2.7M	-6%	86k	31.38	View chart
Microsoft Corporation (MSFT)	0.7	$2.7M	+4%	5.2k	517.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$2.6M		73k	36.35	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$2.4M	+17%	75k	32.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.4M		17k	140.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$2.3M		30k	78.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$2.3M	+11%	11k	208.72	View chart
Ishares Tr Global Energ Etf (IXC)	0.6	$2.2M	+3%	53k	41.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.1M	+9%	32k	65.26	View chart
Amazon (AMZN)	0.5	$2.0M	+2%	9.1k	219.57	View chart
Abbott Laboratories (ABT)	0.5	$2.0M		15k	133.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.8M	+5%	18k	99.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$1.8M	+11%	20k	89.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.8M		2.7k	669.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M		3.4k	502.74	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$1.7M	+3%	67k	25.56	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.7M	+78%	21k	82.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.7M	+4%	17k	100.25	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.4	$1.7M	+6%	35k	47.21	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.6M	-7%	15k	106.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.5M	+11%	17k	93.37	View chart
Aon Shs Cl A (AON)	0.4	$1.5M		4.2k	356.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M		5.8k	243.56	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.4M	+6%	12k	112.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.3M	-9%	4.2k	307.87	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.3M	+2%	10k	125.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.2M	+18%	24k	51.23	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.3	$1.2M	+5%	20k	59.21	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.2M	+3%	23k	50.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+14%	1.9k	600.24	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.2M	+5%	43k	26.95	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$1.1M	-2%	48k	23.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.1M	-11%	15k	74.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.1M		17k	67.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.1M	-2%	21k	54.18	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$1.1M		22k	50.83	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.1M	+2%	23k	47.74	View chart
Comscore Com New (SCOR)	0.3	$1.1M		127k	8.73	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.1M	+8%	3.4k	315.43	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$1.1M		21k	50.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.1M		39k	27.30	View chart
McDonald's Corporation (MCD)	0.3	$1.0M		3.4k	303.93	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.2	$915k	+5%	59k	15.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$900k		18k	50.07	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$866k	+4%	15k	57.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$826k	+5%	3.4k	243.09	View chart
Kroger (KR)	0.2	$820k		12k	67.41	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$816k	+3%	19k	43.78	View chart
Integral Ad Science Hldng (IAS)	0.2	$799k	-19%	79k	10.17	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$755k	+4%	17k	45.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$738k	+37%	8.9k	82.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$710k	+13%	7.9k	89.34	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$692k		8.2k	84.68	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$677k		13k	52.82	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$675k		18k	37.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$663k	+3%	6.4k	103.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$646k		18k	35.69	View chart
Visa Com Cl A (V)	0.1	$563k	-2%	1.6k	341.44	View chart
Waste Management (WM)	0.1	$543k		2.5k	220.83	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$542k	+133%	10k	53.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$536k	-3%	7.0k	76.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$535k		1.6k	328.11	View chart
Tesla Motors (TSLA)	0.1	$532k		1.2k	444.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$520k		1.4k	365.44	View chart
DV (DV)	0.1	$511k	-17%	43k	11.98	View chart
Broadcom (AVGO)	0.1	$484k	+3%	1.5k	329.91	View chart
Teradyne (TER)	0.1	$424k		3.1k	137.64	View chart
Chevron Corporation (CVX)	0.1	$395k	-2%	2.5k	155.30	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$382k		12k	31.89	View chart
Hldgs (UAL)	0.1	$364k		3.8k	96.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$337k		1.9k	174.56	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$332k		5.4k	61.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$324k		7.5k	42.96	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$322k	+27%	10k	31.16	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$313k	NEW	6.8k	46.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$306k		539.00	568.35	View chart
Chipotle Mexican Grill (CMG)	0.1	$295k		7.5k	39.19	View chart
Allstate Corporation (ALL)	0.1	$294k		1.4k	214.65	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$294k	-49%	12k	23.83	View chart
International Business Machines (IBM)	0.1	$290k	-21%	1.0k	282.23	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$288k		5.0k	57.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$288k		10k	27.90	View chart
Cisco Systems (CSCO)	0.1	$287k	-5%	4.2k	68.42	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$286k		1.9k	151.08	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$285k	-12%	2.9k	97.83	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$284k	-34%	4.3k	65.92	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$277k		13k	21.56	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$268k	+20%	6.0k	44.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$266k		1.3k	206.43	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$260k		435.00	596.51	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$257k		3.2k	81.20	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$257k	NEW	1.7k	149.09	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$255k		5.3k	47.98	View chart
Patrick Industries (PATK)	0.1	$255k		2.5k	103.43	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$250k	NEW	3.7k	67.56	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$246k		2.2k	110.48	View chart
Ea Series Trust Sparkline Intang (ITAN)	0.1	$245k		7.1k	34.72	View chart
Meta Platforms Cl A (META)	0.1	$242k		330.00	734.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$242k		7.2k	33.37	View chart
Linde SHS (LIN)	0.1	$233k		491.00	474.92	View chart
Home Depot (HD)	0.1	$231k		569.00	405.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$226k		2.1k	108.70	View chart
Illinois Tool Works (ITW)	0.1	$216k		827.00	260.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$215k		3.2k	67.51	View chart
Pepsi (PEP)	0.1	$213k	-20%	1.5k	140.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$213k		3.6k	59.91	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$211k		3.9k	53.86	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$208k	-4%	1.8k	118.46	View chart
Walt Disney Company (DIS)	0.1	$207k	-3%	1.8k	114.52	View chart
TransDigm Group Incorporated (TDG)	0.1	$207k		157.00	1318.02	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$207k	NEW	3.0k	69.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$204k	NEW	7.8k	26.34	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$203k	NEW	4.1k	50.00	View chart
Acumen Pharmaceuticals (ABOS)	0.0	$28k		17k	1.71	View chart

Past Filings by Clune & Associates

SEC 13F filings are viewable for Clune & Associates going back to 2024

Clune & Associates 2025 Q3 filed Oct. 17, 2025
Clune & Associates 2025 Q2 filed July 30, 2025
Clune & Associates 2025 Q1 filed April 28, 2025
Clune & Associates 2024 Q4 filed Feb. 11, 2025

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