Institutions / Cloud Capital Management, LLC / Holdings

Cloud Capital Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	—	$621	31,770	0.3%
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	—	$618	26,496	0.3%
JPMORGAN CHASE & CO	—	$552	1,713	0.3%
JPMORGAN LIMITED DURATION BOND ETF	—	$545	10,376	0.3%
GLOBAL X 1-3 MONTH T-BILL ETF	—	$525	5,234	0.2%
AMERICAN CENTURY ETF TRUST	—	$520	8,933	0.2%
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	—	$508	22,466	0.2%
Broadcom Inc.	—	$505	1,461	0.2%
iShares MSCI UAE ETF	—	$492	4,628	0.2%
AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF	—	$486	7,791	0.2%
TAPPALPHA SPY GROWTH & DAILY INCOME ETF	—	$485	19,033	0.2%
DANAHER CORP /DE	—	$484	2,112	0.2%
VANGUARD MEGA CAP GROWTH ETF	—	$478	1,159	0.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$473	1,555	0.2%
JPMORGAN BETABUILDERS CANADA ETF	—	$464	4,990	0.2%
COCA COLA CONSOLIDATED INC	—	$461	3,016	0.2%
Walmart Inc.	—	$416	3,734	0.2%
Ares Management Corporation	—	$406	2,512	0.2%
DIMENSIONAL US LARGE CAP VALUE ETF	—	$402	11,751	0.2%
JOHNSON & JOHNSON	—	$368	1,778	0.2%
Warren E. Buffett	—	$345	686	0.2%
Philip Morris International Inc.	—	$342	2,116	0.2%
DIMENSIONAL U.S. TARGETED VALUE ETF	—	$330	5,555	0.2%
VANGUARD SMALL-CAP ETF	—	$328	1,273	0.2%
CATERPILLAR INC	—	$326	570	0.2%
LAM RESEARCH CORP	—	$324	1,894	0.2%
HARTFORD INSURANCE GROUP, INC.	—	$319	2,311	0.2%
VANGUARD S&P 500 GROWTH ETF	—	$315	709	0.1%
VANGUARD MEGA CAP VALUE ETF	—	$309	2,196	0.1%
AVANTIS U.S SMALL CAP EQUITY ETF	—	$309	5,261	0.1%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	—	$306	12,660	0.1%
Unity Software Inc.	—	$292	6,613	0.1%
Alibaba Group Holding LtdBABA	ADR	$290	1,983	0.1%
JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF	—	$287	5,109	0.1%
COSTCO WHOLESALE CORP /NEW	—	$273	317	0.1%
iShares MSCI UAE ETF	—	$266	3,054	0.1%
DIMENSIONAL EMERGING MARKETS VALUE ETF	—	$256	7,598	0.1%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	—	$256	12,472	0.1%
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	—	$256	12,974	0.1%
Sea Ltd	—	$255	2,005	0.1%
SHOPIFY INC CL A SUB VTG SHS	—	$252	1,566	0.1%
ELI LILLY & Co	—	$250	232	0.1%
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	—	$250	5,783	0.1%
ASML HLDG NV N Y REGISTRY SHS	—	$250	234	0.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$248	7,751	0.1%
Digital Realty Trust Inc	—	$239	1,538	0.1%
EXXON MOBIL CORP	—	$233	1,938	0.1%
VANGUARD FTSE DEVELOPED MARKETS ETF	—	$232	3,720	0.1%
ORACLE CORP	—	$229	1,175	0.1%
ServiceNow Inc	—	$229	1,498	0.1%