Cloud Capital Management

Cloud Capital Management as of June 30, 2025

Portfolio Holdings for Cloud Capital Management

Cloud Capital Management holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust (DFAC) 14.6 $24M 643k 36.57
Schwab Strategic Tr sht tm us tres (SCHO) 8.3 $14M 553k 24.32
Apple (AAPL) 6.5 $11M 52k 203.29
Dimensional Etf Trust (DFAX) 5.2 $8.4M 284k 29.60
Vanguard Malvern Fds strm infproidx (VTIP) 5.0 $8.1M 161k 50.26
Microsoft Corporation (MSFT) 5.0 $8.0M 15k 535.47
American Centy Etf Tr Us Eqt Etf (AVUS) 3.7 $5.9M 58k 102.93
Dimensional International Core Equity 2 ETF (DFIC) 3.2 $5.1M 163k 31.14
Dimensional Etf Trust (DCOR) 3.0 $4.9M 72k 68.22
Schwab Strategic Tr intrm trm (SCHR) 2.8 $4.4M 178k 25.01
Schwab Strategic Tr 0 (SCHP) 2.7 $4.4M 166k 26.74
Alphabet Inc Class C cs (GOOG) 2.7 $4.4M 22k 195.54
Vanguard FTSE All-World ex-US ETF (VEU) 2.2 $3.5M 52k 67.19
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.9 $3.1M 33k 91.79
Amazon (AMZN) 1.9 $3.0M 14k 211.30
Vanguard Value ETF (VTV) 1.8 $2.9M 16k 177.18
Vanguard Short Term Corporate Bond ETF (VCSH) 1.7 $2.7M 34k 79.38
Dimensional Etf Trust (DFAS) 1.6 $2.5M 39k 64.37
Ishares Tr core msci intl (IDEV) 1.5 $2.5M 33k 75.71
Invesco Qqq Trust Series 1 (QQQ) 1.5 $2.4M 4.3k 563.93
Vanguard S&p 500 Etf idx (VOO) 1.5 $2.4M 4.1k 580.06
Dimensional Etf Trust (DFEM) 1.4 $2.3M 77k 30.05
Dimensional Etf Trust (DFAI) 1.3 $2.1M 60k 34.47
Dimensional Etf Trust (DFIV) 1.2 $1.9M 44k 43.38
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.0 $1.5M 19k 81.19
DFA Tax-Managed US Marketwide Value II (DFUV) 0.9 $1.4M 34k 42.34
Schwab U S Large Cap Growth ETF (SCHG) 0.9 $1.4M 48k 30.10
Vanguard Total Stock Market ETF (VTI) 0.8 $1.3M 4.1k 310.41
Dimensional Etf Trust (DFSV) 0.7 $1.1M 37k 29.61
Visa (V) 0.6 $1.0M 3.0k 341.94
Schwab Intl Small Cap Equity ETF (SCHC) 0.6 $949k 22k 42.95
American Centy Etf Tr (AVLV) 0.6 $904k 13k 69.11
NVIDIA Corporation (NVDA) 0.5 $868k 4.8k 180.01
JPMorgan BetaBuilders Japan ETF (BBJP) 0.5 $853k 14k 62.16
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $826k 20k 42.43
Financial Select Sector SPDR (XLF) 0.5 $749k 14k 51.87
American Centy Etf Tr (AVDS) 0.5 $742k 12k 63.16
Tesla Motors (TSLA) 0.4 $634k 2.1k 308.82
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $621k 8.4k 74.08
Allot Communications (ALLT) 0.4 $579k 76k 7.62
American Centy Etf Tr (AVNM) 0.3 $549k 8.3k 65.79
SPDR Gold Trust (GLD) 0.3 $539k 1.7k 310.84
American Centy Etf Tr avantis emgmkt (AVEM) 0.3 $523k 7.5k 69.31
Vanguard Emerging Markets ETF (VWO) 0.3 $520k 10k 49.98
Vanguard Total Bond Market ETF (BND) 0.3 $515k 7.0k 73.47
Ares Management Corporation cl a com stk (ARES) 0.3 $479k 2.5k 188.36
Costco Wholesale Corporation (COST) 0.3 $451k 473.00 953.49
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.3 $449k 1.2k 378.58
Palo Alto Networks (PANW) 0.3 $446k 2.6k 170.83
Alphabet Inc Class A cs (GOOGL) 0.3 $412k 2.1k 194.71
Facebook Inc cl a (META) 0.3 $406k 523.00 776.29
Danaher Corporation (DHR) 0.3 $406k 2.1k 197.28
JPMorgan BetaBuilders Canada ETF (BBCA) 0.3 $405k 5.0k 81.16
American Centy Etf Tr (AVES) 0.2 $391k 7.2k 54.03
Dimensional Etf Trust (DFAE) 0.2 $378k 13k 29.30
American Centy Etf Tr (AVEE) 0.2 $377k 6.2k 60.33
Dimensional Etf Trust (DFLV) 0.2 $363k 12k 31.08
Vanguard Admiral Fds Inc equity (VOOG) 0.2 $363k 886.00 409.71
Oracle Corporation (ORCL) 0.2 $334k 1.3k 252.08
Taiwan Semiconductor Mfg (TSM) 0.2 $332k 1.4k 238.51
Philip Morris International (PM) 0.2 $315k 1.9k 162.79
Vanguard Small-Cap ETF (VB) 0.2 $304k 1.3k 241.27
Starbucks Corporation (SBUX) 0.2 $298k 3.3k 89.70
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.2 $287k 2.2k 130.34
Hartford Financial Services (HIG) 0.2 $287k 2.3k 126.10
Sea Ltd Adr Isin Us81141r1005 (SE) 0.2 $285k 1.8k 156.34
Dimensional Etf Trust (DFAT) 0.2 $284k 5.3k 53.98
Jpmorgan Betabuilders Developed Asia-ex Japan Etf (BBAX) 0.2 $281k 5.1k 55.00
JPMorgan Chase & Co. (JPM) 0.2 $273k 928.00 294.18
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.2 $266k 3.0k 87.96
Broadcom (AVGO) 0.2 $264k 888.00 297.30
Digital Realty Trust (DLR) 0.2 $261k 1.5k 172.28
Spotify Technology Sa (SPOT) 0.2 $258k 392.00 658.16
Spdr Ser Tr sp500 high div (SPYD) 0.2 $247k 5.8k 42.71
Dimensional Etf Trust (DFEV) 0.1 $226k 7.5k 30.23
Vanguard Dividend Appreciation ETF (VIG) 0.1 $208k 1.0k 206.76
Netflix (NFLX) 0.1 $206k 176.00 1170.45
Johnson & Johnson (JNJ) 0.1 $204k 1.2k 171.14