CLUNE & ASSOCIATES, LTD. has disclosed 141 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $326.00 Mil. The turnover rate is 8%.
In CLUNE & ASSOCIATES, LTD.'s current portfolio as of 2025-03-31, the top 5 holdings are
Dimensional US Marketwide Value ETF (DFUV), Dimensional U.S. Small Cap ETF (DFAS), Dimensional International Value ETF (DFIV), SPDR S&P 500 ETF Trust (SPY), Vanguard Short-Term Bond ETF (BSV), not including call and put options.
CLUNE & ASSOCIATES, LTD. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for CLUNE & ASSOCIATES, LTD., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for CLUNE & ASSOCIATES, LTD., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for CLUNE & ASSOCIATES, LTD..