CA

CLUNE & ASSOCIATES, LTD.

13F
CLUNE & ASSOCIATES, LTD.
Last update 2025-04-28 141 Stocks (8 new)
Value $326.00 Mil Turnover 8 %
Countries:
Top Holdings: DFUV(5.71%)DFAS(3.98%)DFIV(3.91%)SPY(3.85%)BSV(3.58%)
Summary Stock Picks Current Portfolio
CLUNE & ASSOCIATES, LTD. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUV
Dimensional US Marketwide Value ETF
451,256
18,596.3
+6.68%
5.710
+0.36%
0.170
+12.53%
+5.23%
11,677.7
 
DFAS
Dimensional U.S. Small Cap ETF
217,066
12,969.7
+1.44%
3.980
+0.06%
0.140
+17.96%
+1.12%
10,569.8
 
DFIV
Dimensional International Value ETF
323,687
12,740.3
+5.14%
3.910
+0.19%
0.130
+12.80%
+23.25%
12,206.3
 
SPY
SPDR S&P 500 ETF Trust
22,420
12,541.6
+4.89%
3.850
+0.18%
0.000
+19.62%
+7.76%
643,540.8
 
BSV
Vanguard Short-Term Bond ETF
148,878
11,654.1
+8.21%
3.580
+0.27%
0.030
+0.93%
+3.16%
38,400.1
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
245,025
11,643.6
+11.28%
3.580
+0.36%
0.260
+1.79%
+3.73%
4,853.0
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
127,994
10,103.8
+8.42%
3.100
+0.24%
0.030
+1.72%
+3.61%
34,949.7
 
VOO
Vanguard S&P 500 ETF
16,063
8,254.9
+10.45%
2.540
+0.24%
0.000
+19.66%
+7.84%
661,200.7
 
DFAC
Dimensional U.S. Core Equity 2 ETF
229,833
7,582.2
-0.74%
2.330
-0.02%
0.020
+18.78%
+6.23%
35,557.9
 
VXUS
Vanguard Total International Stock
115,830
7,193.1
+8.97%
2.210
+0.18%
0.010
+13.78%
+18.75%
92,249.0
 

CLUNE & ASSOCIATES, LTD.'s Historical Top Holdings Breakdowns

CLUNE & ASSOCIATES, LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+2.21%
●
663000 ($729331) 801950
$709,275.45
-2.75%
New holding
9
9
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Add
Add
+0.36%
●
39.96 ($41.98) 43.23
$42.69
1.68%
Add 6.68%
451,256
28,261
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.36%
●
46.74 ($47.22) 47.57
$47.95
1.56%
Add 11.28%
245,025
24,832
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.29%
●
167.73 ($174.39) 179.21
$177.86
1.99%
Add 20.55%
31,870
5,432
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.27%
●
76.94 ($77.63) 78.28
$78.23
0.77%
Add 8.21%
148,878
11,298
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.24%
●
77.7 ($78.41) 78.94
$79.11
0.89%
Add 8.42%
127,994
9,937
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.24%
●
507.05 ($540.58) 563.67
$577.24
6.78%
Add 10.45%
16,063
1,520
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.23%
●
102.49 ($112.84) 119.96
$112.88
0.04%
Add 21.05%
41,263
7,176
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Add
Add
+0.20%
●
50.58 ($50.73) 50.87
$50.85
0.24%
Add 15.86%
91,627
12,541
DFIV
Dimensional International Value ETF
2025-03-31
Add
Add
+0.19%
●
35.33 ($38.16) 40.8
$42.81
12.20%
Add 5.14%
323,687
15,833

CLUNE & ASSOCIATES, LTD. Total Holding History ($B)

To

CLUNE & ASSOCIATES, LTD.'s Asset Allocation

To

CLUNE & ASSOCIATES, LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CLUNE & ASSOCIATES, LTD.'s Hypothetical Growth since 2025-03-31

CLUNE & ASSOCIATES, LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

CLUNE & ASSOCIATES, LTD.'s Holdings Heat Map

Size field:

CLUNE & ASSOCIATES, LTD.'s Holdings Bubble Chart

CLUNE & ASSOCIATES, LTD. News

  • 1

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