Cloud Capital Management

Cloud Capital Management as of March 31, 2026

Portfolio Holdings for Cloud Capital Management

Cloud Capital Management holds 105 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional U.s. Core Equity 2 Etf Exchange Traded Fund (DFAC) 15.0 $34M 886k 38.85
Apple Common Stock (AAPL) 5.2 $12M 47k 253.78
Dimensional International Core Equity 2 Etf Exchange Traded Fund (DFIC) 4.9 $11M 316k 35.53
Avantis U.s. Equity Etf Exchange Traded Fund (AVUS) 3.9 $8.9M 81k 111.16
Schwab Intermediate-term Us Treasury Etf Exchange Traded Fund (SCHR) 3.9 $8.9M 356k 24.91
Dimensional World Ex U.s. Core Equity 2 Etf Exchange Traded Fund (DFAX) 3.7 $8.5M 251k 33.97
Schwab Short-term Us Treasury Etf Exchange Traded Fund (SCHO) 3.7 $8.4M 348k 24.26
Avantis U.s. Small Cap Value Etf Exchange Traded Fund (AVUV) 3.3 $7.7M 69k 110.45
Vanguard Short-term Inflation-protected Securities Etf Exchange Traded Fund (VTIP) 3.0 $6.9M 139k 49.95
Alphabet Inc Cap Stk Cl C Common Stock (GOOG) 3.0 $6.8M 24k 287.47
Dimensional Us Core Equity 1 Etf Exchange Traded Fund (DCOR) 2.7 $6.1M 85k 72.07
Microsoft Corp Common Stock (MSFT) 2.5 $5.7M 22k 262.78
Dimensional Emerging Markets Core Equity 2 Etf Exchange Traded Fund (DFEM) 2.3 $5.2M 151k 34.53
Ishares Core Msci International Developed Markets Etf Exchange Traded Fund (IDEV) 1.9 $4.4M 53k 83.50
Dimensional International Core Equity Market Etf Exchange Traded Fund (DFAI) 1.9 $4.3M 109k 38.95
Schwab Us Tips Etf Exchange Traded Fund (SCHP) 1.9 $4.3M 160k 26.60
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT) 1.8 $4.1M 50k 82.73
Avantis International Small Cap Value Etf Exchange Traded Fund (AVDV) 1.6 $3.8M 38k 99.82
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU) 1.5 $3.5M 47k 75.09
Vanguard Value Etf Exchange Traded Fund (VTV) 1.5 $3.5M 18k 195.95
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ) 1.5 $3.5M 6.0k 577.06
Dimensional Us Marketwide Value Etf Exchange Traded Fund (DFUV) 1.5 $3.5M 72k 48.44
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH) 1.5 $3.4M 43k 79.23
Amazon Common Stock (AMZN) 1.4 $3.1M 15k 208.21
Dimensional U.s. Small Cap Etf Exchange Traded Fund (DFAS) 1.3 $2.9M 41k 70.95
Vanguard S&p 500 Etf Exchange Traded Fund (VOO) 1.2 $2.9M 4.8k 597.42
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF) 1.2 $2.7M 6.4k 426.43
Dimensional International Value Etf Exchange Traded Fund (DFIV) 1.1 $2.5M 47k 52.69
Avantis U.s. Large Cap Value Etf Exchange Traded Fund (AVLV) 0.9 $2.1M 26k 80.57
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI) 0.8 $1.9M 6.1k 319.65
Nvidia Corporation Common Stock (NVDA) 0.8 $1.8M 10k 173.82
Dimensional Us Small Cap Value Etf Exchange Traded Fund (DFSV) 0.8 $1.7M 49k 35.02
Dimensional Core Fixed Income Etf Exchange Traded Fund (DFCF) 0.7 $1.6M 38k 42.21
Tesla Common Stock (TSLA) 0.6 $1.4M 3.8k 371.34
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG) 0.6 $1.3M 46k 29.11
Meta Platforms Inc Cl A Common Stock (META) 0.5 $1.1M 2.0k 571.93
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL) 0.5 $1.1M 3.9k 287.24
Schwab International Small-cap Equity Etf Exchange Traded Fund (SCHC) 0.5 $1.1M 24k 46.56
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU) 0.5 $1.1M 24k 45.08
Visa Inc Com Cl A Common Stock (V) 0.4 $984k 3.3k 302.21
Avantis International Small Cap Equity Etf Exchange Traded Fund (AVDS) 0.4 $949k 13k 71.76
Jpmorgan Betabuilders Japan Etf Exchange Traded Fund (BBJP) 0.4 $945k 14k 68.86
Iren Limited Ordinary Shares Common Stock (IREN) 0.4 $922k 27k 34.25
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 0.4 $912k 17k 53.95
Avantis Emerging Markets Equity Etf Exchange Traded Fund (AVEM) 0.4 $848k 11k 80.49
Dimensional U.s. Targeted Value Etf Exchange Traded Fund (DFAT) 0.4 $834k 13k 62.37
State Street Financial Select Sector Spdr Etf Exchange Traded Fund (XLF) 0.4 $824k 17k 49.34
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB) 0.4 $818k 16k 52.45
Dimensional Emerging Core Equity Market Etf Exchange Traded Fund (DFAE) 0.3 $781k 23k 33.84
Avantis Emerging Markets Value Etf Exchange Traded Fund (AVES) 0.3 $726k 12k 59.92
Avantis International Equity Etf Exchange Traded Fund (AVDE) 0.3 $717k 8.5k 84.73
Avantis Emerging Markets Small Cap Equity Etf Exchange Traded Fund (AVEE) 0.3 $691k 11k 63.35
Spdr Gold Shares Exchange Traded Fund (GLD) 0.3 $675k 1.6k 430.21
Dimensional Us Large Cap Value Etf Exchange Traded Fund (DFLV) 0.3 $664k 19k 35.64
Vanguard Total Bond Market Etf Exchange Traded Fund (BND) 0.3 $658k 9.0k 73.49
Avantis All International Markets Equity Etf Exchange Traded Fund (AVNM) 0.3 $615k 8.1k 76.09
Coca Cola Cons Common Stock (COKE) 0.3 $580k 3.0k 191.29
Tappalpha S&p 500 Growth & Daily Income Etf Exchange Traded Fund (TSPY) 0.2 $553k 24k 23.37
Jpmorgan Limited Duration Bond Etf Exchange Traded Fund (JPLD) 0.2 $546k 11k 52.13
Taiwan Semiconductor Manufact American Depository Receipt (TSM) 0.2 $525k 1.6k 338.71
Allot Common Stock (ALLT) 0.2 $520k 78k 6.66
Dimensional U.s. Equity Market Etf Exchange Traded Fund (DFUS) 0.2 $510k 7.4k 68.99
Ishares Short-term National Muni Bond Etf Exchange Traded Fund (SUB) 0.2 $494k 4.6k 106.28
Jpmorgan Income Etf Exchange Traded Fund (JPIE) 0.2 $477k 10k 46.02
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK) 0.2 $473k 1.3k 366.95
Broadcom Common Stock (AVGO) 0.2 $470k 1.5k 309.41
Jpmorgan Betabuilders Canada Etf Exchange Traded Fund (BBCA) 0.2 $469k 5.0k 93.99
Ishares Ibonds Dec 2026 Term Corporate Etf Exchange Traded Fund (IBDR) 0.2 $447k 19k 24.19
Costco Wholesale Corporation Common Stock (COST) 0.2 $435k 437.00 995.42
Jpmorgan Chase & Co Common Stock (JPM) 0.2 $431k 1.5k 293.80
Walmart Common Stock (WMT) 0.2 $421k 3.4k 124.37
Danaher Corp Del Common Stock (DHR) 0.2 $414k 2.2k 189.73
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B) 0.2 $401k 838.00 478.52
Caterpillar Common Stock (CAT) 0.2 $395k 559.00 706.62
Johnson & Johnson Common Stock (JNJ) 0.2 $372k 1.5k 244.42
Avantis U.s Small Cap Equity Etf Exchange Traded Fund (AVSC) 0.2 $372k 6.0k 62.01
Philip Morris Intl Common Stock (PM) 0.2 $371k 2.2k 166.52
Vanguard Small-cap Etf Exchange Traded Fund (VB) 0.2 $345k 1.3k 261.36
Asml Hldg Nv N Y Registry American Depository Receipt (ASML) 0.1 $339k 257.00 1319.07
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV) 0.1 $336k 2.3k 144.70
Dimensional World Equity Etf Exchange Traded Fund (DFAW) 0.1 $316k 4.3k 73.64
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG) 0.1 $305k 750.00 406.67
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Exchange Traded Fund (BBAX) 0.1 $303k 5.1k 59.31
Dimensional Emerging Markets Value Etf Exchange Traded Fund (DFEV) 0.1 $302k 8.5k 35.52
Hartford Insurance Group Common Stock (HIG) 0.1 $285k 2.1k 135.52
Exxon Mobil Corp Common Stock (XOM) 0.1 $281k 1.7k 169.48
Digital Rlty Tr Real Estate Investment Trust (DLR) 0.1 $278k 1.5k 179.82
Ares Management Corporation Cl A Com Stk Common Stock (ARES) 0.1 $273k 2.5k 109.03
Dimensional Us Vector Equity Etf Exchange Traded Fund (DXUV) 0.1 $270k 4.6k 59.16
State Street Spdr Portfolio S&p 500 High Dividend Etf Exchange Traded Fund (SPYD) 0.1 $263k 5.8k 45.48
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT) 0.1 $255k 2.9k 86.59
Enterprise Prods Partners Common Stock (EPD) 0.1 $237k 6.3k 37.82
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA) 0.1 $232k 3.6k 63.88
Dimensional International Small Cap Value Etf Exchange Traded Fund (DISV) 0.1 $228k 5.8k 39.33
Vertiv Holdings Co Com Cl A Common Stock (VRT) 0.1 $224k 895.00 250.28
Seagate Technology Hldngs Plc Ord Common Stock (STX) 0.1 $218k 556.00 392.09
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 0.1 $218k 1.0k 214.99
Eli Lilly & Co Common Stock (LLY) 0.1 $212k 231.00 917.75
Boeing Common Stock (BA) 0.1 $211k 1.1k 198.31
The Baldwin Insurance Grp Inc Com Cl A Common Stock (BWIN) 0.1 $208k 9.5k 21.90
Sea Ltd Sponsord Ads American Depository Receipt (SE) 0.1 $201k 2.4k 82.61
Cipher Digital Common Stock (CIFR) 0.1 $198k 16k 12.77
Vert Global Sustainable Real Estate Etf Exchange Traded Fund (VGSR) 0.1 $186k 18k 10.22
Lloyds Banking Group American Depository Receipt (LYG) 0.0 $73k 15k 5.00
Surf Air Mobility Common Stock 0.0 $11k 10k 1.10