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 101–150 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| CMF | ISHARES TR | 12K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 9K | $500K+ | SH |
| STIP | ISHARES TR | 6K | $500K+ | SH |
| TER | TERADYNE INC | 3K | $500K+ | SH |
| PICB | INVESCO EXCH TRADED FD TR II | 25K | $500K+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| TXT | TEXTRON INC | 7K | $500K+ | SH |
| SCZ | ISHARES TR | 7K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 7K | $100K–$500K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 4K | $100K–$500K | SH |
| DFEV | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 4K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 5K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| IWC | ISHARES TR | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 536 | $100K–$500K | SH |
| IGF | ISHARES TR | 5K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 7K | $100K–$500K | SH |
| AVRE | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| PATK | PATRICK INDS INC | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 436 | $100K–$500K | SH |
| AVDS | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| EMXC | ISHARES INC | 3K | $100K–$500K | SH |