Institutions / Clune & Associates, Ltd.
Clune & Associates, Ltd.
CIK 2055816 · Institution · as of Dec 31, 2025
Portfolio value
$463.01M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $25.16M | 5.4% |
| Dimensional ETF Trust | $19.59M | 4.2% |
| Dimensional ETF Trust | $17.72M | 3.8% |
| Vanguard Bd Index Fds | $17.15M | 3.7% |
| SPDR S&P 500 ETF Tr | $16.39M | 3.5% |
| Dimensional ETF Trust | $14.98M | 3.2% |
| Vanguard Index Fds | $14.23M | 3.1% |
| Vanguard Scottsdale Fds | $12.42M | 2.7% |
| Vanguard Star Fds | $11.55M | 2.5% |
| iShares Tr | $9.82M | 2.1% |
| Dimensional ETF Trust | $9.47M | 2.0% |
| Apple Inc. | $9.08M | 2.0% |
| Dimensional ETF Trust | $8.95M | 1.9% |
| American Centy ETF Tr | $8.64M | 1.9% |
| Vanguard Index Fds | $7.73M | 1.7% |
| iShares Tr | $7.49M | 1.6% |
| Dimensional ETF Trust | $6.96M | 1.5% |
| iShares Tr | $6.89M | 1.5% |
| Berkshire Hathaway Inc Del | $6.79M | 1.5% |
| Schwab Strategic Tr | $6.78M | 1.5% |
| Vanguard Index Fds | $6.71M | 1.4% |
| American Centy ETF Tr | $6.51M | 1.4% |
| Vanguard Intl Equity Index F | $5.80M | 1.3% |
| Dimensional ETF Trust | $5.45M | 1.2% |
| Dimensional ETF Trust | $5.28M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.