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 51–100 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IXC | ISHARES TR | 62K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 28K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 74K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 17K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| REET | ISHARES TR | 79K | $1M+ | SH |
| IAGG | ISHARES TR | 38K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| IXUS | ISHARES TR | 22K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 40K | $1M+ | SH |
| ABT | ABBOTT LABS | 15K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 79K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| AGG | ISHARES TR | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| EFA | ISHARES TR | 17K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 33K | $1M+ | SH |
| AON | AON PLC | 4K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| LII | LENNOX INTL INC | 3K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 11K | $1M+ | SH |
| GNR | SPDR INDEX SHS FDS | 22K | $1M+ | SH |
| EFV | ISHARES TR | 18K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 17K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 11K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| SLQD | ISHARES TR | 24K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 24K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 21K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| ICSH | ISHARES TR | 22K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| MCD | MCDONALDS CORP | 3K | $1M+ | SH |
| ICLN | ISHARES TR | 62K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 22K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 15K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 18K | $500K+ | SH |
| SHY | ISHARES TR | 11K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 10K | $500K+ | SH |
| SCOR | COMSCORE INC | 127K | $500K+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| KR | KROGER CO | 12K | $500K+ | SH |
| IFRA | ISHARES TR | 14K | $500K+ | SH |