CIK 2055816
CLUNE & ASSOCIATES, LTD.
Institutional 13F holdings & portfolio
Holdings
166
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 540K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 393K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 254K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 218K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 24K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 312K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 156K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 153K | $1M+ | SH |
| ISTB | ISHARES TR | 201K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 239K | $1M+ | SH |
| AAPL | APPLE INC | 33K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 272K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 114K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| IJR | ISHARES TR | 62K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 210K | $1M+ | SH |
| EMB | ISHARES TR | 72K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 9 | $1M+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 152K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 91K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 40K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 108K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 89K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 108K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| CAT | CATERPILLAR INC | 8K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| SHYG | ISHARES TR | 109K | $1M+ | SH |
| IGE | ISHARES TR | 90K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 58K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 24K | $1M+ | SH |
| SUB | ISHARES TR | 41K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| ABBV | ABBVIE INC | 18K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 61K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 52K | $1M+ | SH |
| SGOV | ISHARES TR | 38K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 114K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 106K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 70K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 77K | $1M+ | SH |
| EEM | ISHARES TR | 58K | $1M+ | SH |
| IGSB | ISHARES TR | 56K | $1M+ | SH |
| MUB | ISHARES TR | 27K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 32K | $1M+ | SH |
| IJH | ISHARES TR | 40K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 70K | $1M+ | SH |