Cloud Capital Management

Cloud Capital Management as of June 30, 2026

Portfolio Holdings for Cloud Capital Management

Cloud Capital Management holds 126 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dim U.s. Core Eqy 2 Exchange Traded Fund (DFAC) 15.6 $43M 963k 44.36
Apple Common Stock (AAPL) 5.1 $14M 49k 289.35
Dim Intl Core Eqy 2 Exchange Traded Fund (DFIC) 4.9 $14M 363k 37.26
Avantis U.s. Eqy Exchange Traded Fund (AVUS) 3.8 $10M 81k 128.06
Avantis U.s. Small Cap Value Exchange Traded Fund (AVUV) 3.6 $9.8M 79k 124.74
Sch Short-term Us Trsy Exchange Traded Fund (SCHO) 3.4 $9.3M 385k 24.14
Dim World Ex U.s. Core Eqy 2 Exchange Traded Fund (DFAX) 3.3 $9.0M 244k 36.84
Alphabet Inc Cap Stk Cl C Common Stock (GOOG) 3.1 $8.5M 24k 353.34
Sch Int-term Us Trsy Exchange Traded Fund (SCHR) 3.1 $8.4M 340k 24.66
Dim Us Core Eqy 1 Exchange Traded Fund (DCOR) 2.5 $6.8M 84k 81.98
Dim Emrgng Mkts Core Eqy 2 Exchange Traded Fund (DFEM) 2.4 $6.7M 164k 40.63
Vngrd Short-term Inf-prot Sec Exchange Traded Fund (VTIP) 2.3 $6.4M 127k 50.23
Microsoft Corp Common Stock (MSFT) 2.1 $5.7M 15k 373.02
Vngrd Int-term Corp Bnd Exchange Traded Fund (VCIT) 1.9 $5.1M 62k 82.64
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ) 1.8 $5.0M 6.8k 736.35
Ishares Core Msci Intl Dev Mkts Exchange Traded Fund (IDEV) 1.8 $4.9M 56k 88.98
Dim Intl Core Eqy Mkt Exchange Traded Fund (DFAI) 1.7 $4.6M 110k 41.24
Dim Us Mktwide Value Exchange Traded Fund (DFUV) 1.6 $4.4M 81k 55.00
Avantis Intl Small Cap Value Exchange Traded Fund (AVDV) 1.5 $4.2M 41k 103.01
Sch Us Tips Exchange Traded Fund (SCHP) 1.5 $4.2M 157k 26.50
Vngrd Short-term Corp Bnd Exchange Traded Fund (VCSH) 1.5 $4.1M 52k 79.01
Vngrd Ftse All-world Ex-us Idx Exchange Traded Fund (VEU) 1.4 $3.9M 47k 83.73
Vngrd Morn Value Exchange Traded Fund (VTV) 1.4 $3.9M 18k 217.94
Amazon Common Stock (AMZN) 1.4 $3.8M 16k 238.23
Jpmorgan California Tax Free Bnd Exchange Traded Fund 1.2 $3.4M 67k 50.33
Dim U.s. Small Cap Exchange Traded Fund (DFAS) 1.2 $3.3M 41k 82.27
VNGRD S&P 500 Exchange Traded Fund (VOO) 1.2 $3.3M 4.8k 686.74
Ishares Russell 1000 Growth Exchange Traded Fund (IWF) 1.1 $3.0M 24k 124.12
Dim Intl Value Exchange Traded Fund (DFIV) 1.0 $2.6M 49k 53.98
Avantis U.s. Large Cap Value Exchange Traded Fund (AVLV) 0.9 $2.6M 29k 91.18
Nvidia Corporation Common Stock (NVDA) 0.8 $2.3M 12k 199.60
Vngrd Morn Total Stock Mkt Exchange Traded Fund (VTI) 0.8 $2.3M 6.2k 368.93
Dim Us Small Cap Value Exchange Traded Fund (DFSV) 0.7 $1.9M 49k 38.77
Dim Core Fixed Exchange Traded Fund (DFCF) 0.7 $1.8M 42k 42.19
Tesla Common Stock (TSLA) 0.6 $1.8M 4.2k 420.29
Sch U.s. Large-cap Growth Exchange Traded Fund (SCHG) 0.6 $1.6M 46k 33.83
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL) 0.5 $1.3M 3.6k 357.28
Dim U.s. Targeted Value Exchange Traded Fund (DFAT) 0.5 $1.3M 18k 69.83
Dim Us Core Eqy Mkt Exchange Traded Fund (DFAU) 0.5 $1.2M 24k 51.67
Iren Limited Ordinary Shares Common Stock (IREN) 0.4 $1.2M 27k 45.69
Sch Intl Small-cap Eqy Exchange Traded Fund (SCHC) 0.4 $1.1M 24k 48.07
Avantis Intl Small Cap Eqy Exchange Traded Fund (AVDS) 0.4 $1.1M 15k 75.14
Visa Inc Com Cl A Common Stock (V) 0.4 $1.1M 3.2k 343.01
Jpmorgan Beta Japan Exchange Traded Fund (BBJP) 0.4 $1.0M 14k 75.28
T-mobile Us Common Stock (TMUS) 0.4 $1.0M 6.1k 167.67
Avantis Emrgng Mkts Eqy Exchange Traded Fund (AVEM) 0.4 $1.0M 11k 96.43
Meta Platforms Inc Cl A Common Stock (META) 0.4 $1.0M 1.8k 563.20
State St Financial Sel Sectr Spdr Exchange Traded Fund (XLF) 0.4 $986k 18k 53.60
Vngrd Ftse Emrgng Mkts Exchange Traded Fund (VWO) 0.4 $966k 16k 59.58
Dim Emrgng Core Eqy Mkt Exchange Traded Fund (DFAE) 0.3 $951k 24k 40.20
Avantis Emrgng Mkts Value Exchange Traded Fund (AVES) 0.3 $853k 13k 65.52
Ishares 1-5 Year Invst Grade Corp Bnd Exchange Traded Fund (IGSB) 0.3 $826k 16k 52.36
Avantis Emrgng Mkts Small Cap Eqy Exchange Traded Fund (AVEE) 0.3 $817k 12k 69.29
Vngrd Total Bnd Mkt Exchange Traded Fund (BND) 0.3 $766k 10k 73.38
Avantis Intl Eqy Exchange Traded Fund (AVDE) 0.3 $756k 8.5k 89.13
Taiwan Semi Cond Manufact Spnsd Ads American Depository Receipt (TSM) 0.3 $742k 1.6k 478.09
Dim Us Large Cap Value Exchange Traded Fund (DFLV) 0.3 $738k 19k 39.51
Avantis All Intl Mkts Eqy Exchange Traded Fund (AVNM) 0.2 $669k 8.1k 82.27
Allot Common Stock (ALLT) 0.2 $660k 75k 8.84
Tappalpha S&p 500 Growth & Daily Exchange Traded Fund (TSPY) 0.2 $625k 25k 25.56
Avantis U.s Small Cap Eqy Exchange Traded Fund (AVSC) 0.2 $610k 8.3k 73.26
Caterpillar Common Stock (CAT) 0.2 $598k 563.00 1062.17
Dim U.s. Eqy Mkt Exchange Traded Fund (DFUS) 0.2 $593k 7.4k 80.20
Vngrd Morn Mega Cap Growth Exchange Traded Fund (MGK) 0.2 $566k 6.4k 87.82
Coca Cola Cons Common Stock (COKE) 0.2 $566k 3.0k 190.44
Spdr Gold Shares Exchange Traded Fund (GLD) 0.2 $563k 1.5k 367.73
Jpmorgan Limited Duration Bnd Exchange Traded Fund (JPLD) 0.2 $545k 11k 52.13
Asml Hldg Nv N Y Registry American Depository Receipt (ASML) 0.2 $541k 272.00 1988.97
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B) 0.2 $531k 1.1k 499.06
Broadcom Common Stock (AVGO) 0.2 $511k 1.4k 377.12
Ishares Short-term National Muni Bnd Exchange Traded Fund (SUB) 0.2 $498k 4.7k 106.50
Jpmorgan Beta Canada Exchange Traded Fund (BBCA) 0.2 $496k 5.0k 99.40
Seagate Tech Hldngs Plc Ord Common Stock (STX) 0.2 $473k 490.00 965.31
Jpmorgan Chase & Co Common Stock (JPM) 0.2 $458k 1.4k 327.14
Jpmorgan Exchange Traded Fund (JPIE) 0.2 $454k 9.9k 45.98
Ishares Core S&p Mid-cap Exchange Traded Fund (IJH) 0.2 $451k 5.9k 76.94
Micron Tech Common Stock (MU) 0.2 $425k 368.00 1154.89
Ishares Core Div Growth Exchange Traded Fund (DGRO) 0.2 $422k 5.6k 75.78
Danaher Corp Del Common Stock (DHR) 0.2 $419k 2.2k 190.63
Costco Wholesale Corporation Common Stock (COST) 0.1 $406k 435.00 933.33
Vngrd Morn Small-cap Exchange Traded Fund (VB) 0.1 $399k 1.3k 302.27
Vngrd S&p 500 Growth Exchange Traded Fund (VOOG) 0.1 $396k 1.7k 227.85
Dim World Eqy Exchange Traded Fund (DFAW) 0.1 $384k 4.7k 82.58
Walmart Common Stock (WMT) 0.1 $382k 3.4k 113.29
Cipher Digital Common Stock (CIFR) 0.1 $380k 16k 24.47
Vngrd Morn Mega Cap Value Exchange Traded Fund (MGV) 0.1 $379k 2.3k 163.22
Dim Emrgng Mkts Value Exchange Traded Fund (DFEV) 0.1 $363k 8.5k 42.48
Philip Morris Intl Common Stock (PM) 0.1 $356k 2.0k 182.00
Advanced Micro Devices Common Stock (AMD) 0.1 $353k 608.00 580.59
Lam Research Corp Common Stock (LRCX) 0.1 $340k 786.00 432.57
Johnson & Johnson Common Stock (JNJ) 0.1 $330k 1.3k 254.04
Ishares Ibnds Dec 2026 Term Corp Exchange Traded Fund (IBDR) 0.1 $314k 13k 24.19
Vertiv Holdings Co Com Cl A Common Stock (VRT) 0.1 $307k 919.00 334.06
Intel Corp Common Stock (INTC) 0.1 $307k 2.2k 139.42
Jpmorgan Beta Dev Asia Pacific Ex-japan Exchange Traded Fund (BBAX) 0.1 $305k 5.1k 59.70
Dim Us Vector Eqy Exchange Traded Fund (DXUV) 0.1 $304k 4.6k 66.43
Ares Mgmt Corporation Cl A Com Stk Common Stock (ARES) 0.1 $280k 2.5k 111.29
Hartford Insurance Group Common Stock (HIG) 0.1 $280k 2.1k 132.95
Digital Rlty Tr Real Estate Investment Trust (DLR) 0.1 $279k 1.6k 179.42
State St Spdr Port S&p 500 High Div Exchange Traded Fund (SPYD) 0.1 $275k 5.8k 47.55
Ishares Sel Div Exchange Traded Fund (DVY) 0.1 $264k 1.7k 155.84
United Rentals Common Stock (URI) 0.1 $263k 233.00 1128.76
Ark Innovation Exchange Traded Fund (ARKK) 0.1 $257k 3.2k 80.56
The Baldwin Insurance Grp Inc Com Cl A Common Stock (BWIN) 0.1 $252k 9.5k 26.50
Dim Intl Small Cap Value Exchange Traded Fund (DISV) 0.1 $252k 6.3k 39.97
Frst Tst Smith Opportunistic Fixed Exchange Traded Fund (FIXD) 0.1 $248k 5.7k 43.54
Vngrd Ftse Dev Mkts Exchange Traded Fund (VEA) 0.1 $247k 3.5k 71.22
Ishares 20 Year Trsy Bnd Exchange Traded Fund (TLT) 0.1 $243k 2.8k 86.32
Vngrd Div App Exchange Traded Fund (VIG) 0.1 $234k 990.00 236.36
Sea Ltd Sponsord Ads American Depository Receipt (SE) 0.1 $233k 2.4k 95.73
Enterprise Prods Partners Common Stock (EPD) 0.1 $230k 6.3k 36.65
Boeing Common Stock (BA) 0.1 $227k 1.1k 215.78
Vngrd Information Tech Exchange Traded Fund (VGT) 0.1 $222k 1.5k 151.95
Eli Lilly & Co Common Stock (LLY) 0.1 $219k 182.00 1203.30
Applied Matls Common Stock (AMAT) 0.1 $215k 297.00 723.91
Servicenow Common Stock (NOW) 0.1 $213k 2.2k 98.89
Sch Intl Eqy Exchange Traded Fund (SCHF) 0.1 $210k 7.6k 27.69
Vert Global Sustainable Real Estate Exchange Traded Fund (VGSR) 0.1 $208k 18k 11.34
Dim Us High Profitability Exchange Traded Fund (DUHP) 0.1 $204k 4.9k 41.45
Schamental U.s. Large Company Exchange Traded Fund (FNDX) 0.1 $203k 6.6k 30.94
Starbucks Corp Common Stock (SBUX) 0.1 $203k 2.0k 101.60
Blackrock Muniholdings Closed End Fund (MHD) 0.1 $190k 16k 11.87
Opendoor Technologies Common Stock (OPEN) 0.1 $144k 31k 4.59
Lloyds Banking Group Plc Spnsd American Depository Receipt (LYG) 0.0 $87k 15k 5.80
Surf Air Mobility Common Stock 0.0 $11k 10k 1.10
Srx Global Common Stock 0.0 $0 20k 0.00