The Analysis of Cloud Capital Management, LLC's Holdings
Currently, Cloud Capital Management, LLC holds 1591 types of securities in its portfolio with a total value $189.7K. In the most recent quarter, they have increased their positions in DFAC (+30.1K shares, valued at $1.2K), DFIC (+22.4K shares, valued at $735.8660074458242), TSPY (+18.2K shares, valued at $464); decreased their positions in AAPL (-5.7K shares, valued at $1.5K), MSFT (-1.6K shares, valued at $847.7960214000451), SCHP (-19.3K shares, valued at $521.1020338427053); initiated new positions in TSPY (+18.2K shares, valued at $464), COKE (+3.0K shares, valued at $352), BRK.B (+537 shares, valued at $269). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF672.6K shares4.68%2025-09-302025-11-03
SCHO SCHWAB SHORT-TERM US TREASURY ETF550.0K shares-0.60%2025-09-302025-11-03 AAPL APPLE INC COM45.9K shares-11.05%2025-09-302025-11-03 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF278.1K shares-2.21%2025-09-302025-11-03 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF160.5K shares-0.09%2025-09-302025-11-03 MSFT MICROSOFT CORP COM13.3K shares-10.98%2025-09-302025-11-03 AVUS AVANTIS U.S. EQUITY ETF58.5K shares1.71%2025-09-302025-11-03 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF185.9K shares13.73%2025-09-302025-11-03 GOOG ALPHABET INC CAP STK CL C22.3K shares-0.10%2025-09-302025-11-03 DCOR DIMENSIONAL US CORE EQUITY 1 ETF67.1K shares-6.37%2025-09-302025-11-03 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF165.6K shares-6.70%2025-09-302025-11-03 SCHP SCHWAB US TIPS ETF146.3K shares-11.67%2025-09-302025-11-03 AVUV AVANTIS U.S. SMALL CAP VALUE ETF37.8K shares13.13%2025-09-302025-11-03 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND46.9K shares-9.57%2025-09-302025-11-03 VTV VANGUARD VALUE ETF16.3K shares0.89%2025-09-302025-11-03 AMZN AMAZON COM INC COM13.5K shares-5.65%2025-09-302025-11-03 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF90.9K shares18.87%2025-09-302025-11-03 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF34.8K shares6.58%2025-09-302025-11-03 VOO VANGUARD S&P 500 ETF4.5K shares9.61%2025-09-302025-11-03 QQQ INVESCO QQQ TRUST SERIES I4.5K shares5.04%2025-09-302025-11-03 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF33.9K shares-0.05%2025-09-302025-11-03 DFAS DIMENSIONAL U.S. SMALL CAP ETF39.0K shares0.25%2025-09-302025-11-03 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF63.1K shares5.29%2025-09-302025-11-03 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF44.5K shares0.49%2025-09-302025-11-03 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF22.7K shares20.03%2025-09-302025-11-03 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF38.2K shares12.51%2025-09-302025-11-03 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF48.6K shares2.11%2025-09-302025-11-03 VTI VANGUARD TOTAL STOCK MARKET ETF4.2K shares1.19%2025-09-302025-11-03 DFSV DIMENSIONAL US SMALL CAP VALUE ETF41.0K shares10.31%2025-09-302025-11-03 NVDA NVIDIA CORPORATION COM5.6K shares16.30%2025-09-302025-11-03 AVLV AVANTIS U.S. LARGE CAP VALUE ETF14.5K shares10.56%2025-09-302025-11-03 V VISA INC COM CL A3.0K shares0.03%2025-09-302025-11-03 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF22.1K shares0.00%2025-09-302025-11-03 TSLA TESLA INC COM2.1K shares1.12%2025-09-302025-11-03 BBJP JPMORGAN BETABUILDERS JAPAN ETF13.7K shares0.00%2025-09-302025-11-03 DFCF DIMENSIONAL CORE FIXED INCOME ETF19.6K shares0.74%2025-09-302025-11-03 BND VANGUARD TOTAL BOND MARKET ETF11.1K shares57.82%2025-09-302025-11-03 ALLT ALLOT LTD SHS76.0K shares0.00%2025-09-302025-11-03 AVDS AVANTIS INTERNATIONAL SMALL CP EQ ETF11.8K shares0.54%2025-09-302025-11-03 XLF FINANCIAL SELECT SECTOR SPDR FUND14.4K shares0.00%2025-09-302025-11-03 AVDE AVANTIS INTERNATIONAL EQUITY ETF8.4K shares0.00%2025-09-302025-11-03 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF19.3K shares49.68%2025-09-302025-11-03 VWO VANGUARD FTSE EMERGING MARKETS ETF11.1K shares6.33%2025-09-302025-11-03 AVEM AVANTIS EMERGING MARKETS EQUITY ETF7.9K shares5.21%2025-09-302025-11-03 GLD SPDR GOLD SHARES1.7K shares-4.33%2025-09-302025-11-03 AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF8.3K shares-0.17%2025-09-302025-11-03 GOOGL ALPHABET INC CAP STK CL A2.3K shares8.65%2025-09-302025-11-03 MGK VANGUARD MEGA CAP GROWTH ETF1.2K shares0.00%2025-09-302025-11-03 TSPY TAPPALPHA SPY GROWTH & DAILY INCOME ETF18.2K sharesnew addition2025-09-302025-11-03 COST COSTCO WHSL CORP NEW COM492 shares4.02%2025-09-302025-11-03 AVES AVANTIS EMERGING MARKETS VALUE ETF7.9K shares8.59%2025-09-302025-11-03 META META PLATFORMS INC CL A601 shares14.91%2025-09-302025-11-03 AVEE AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF6.8K shares8.88%2025-09-302025-11-03 BBCA JPMORGAN BETABUILDERS CANADA ETF5.0K shares0.00%2025-09-302025-11-03 ARES ARES MANAGEMENT CORPORATION CL A COM STK2.5K shares0.20%2025-09-302025-11-03 DHR DANAHER CORPORATION COM2.1K shares-0.15%2025-09-302025-11-03 ORCL ORACLE CORP COM1.4K shares6.87%2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.4K shares0.00%2025-09-302025-11-03 VOOG VANGUARD S&P 500 GROWTH ETF886 shares0.00%2025-09-302025-11-03 DFLV DIMENSIONAL US LARGE CAP VALUE ETF11.7K shares0.34%2025-09-302025-11-03 COKE COCA COLA CONS INC COM3.0K sharesnew addition2025-09-302025-11-03 SE SEA LTD SPONSORD ADS1.9K shares1.87%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO. COM1.0K shares11.10%2025-09-302025-11-03 AVGO BROADCOM INC COM977 shares10.02%2025-09-302025-11-03 VB VANGUARD SMALL-CAP ETF1.3K shares0.00%2025-09-302025-11-03 PM PHILIP MORRIS INTL INC COM2.0K shares1.60%2025-09-302025-11-03 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF5.3K shares1.50%2025-09-302025-11-03 HIG HARTFORD INSURANCE GROUP INC COM2.3K shares0.70%2025-09-302025-11-03 MGV VANGUARD MEGA CAP VALUE ETF2.2K shares0.00%2025-09-302025-11-03 BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF5.1K shares0.00%2025-09-302025-11-03 TLT ISHARES 20 YEAR TREASURY BOND ETF3.0K shares0.69%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW537 sharesnew addition2025-09-302025-11-03 SPOT SPOTIFY TECHNOLOGY S A SHS382 shares-2.55%2025-09-302025-11-03 DLR DIGITAL RLTY TR INC COM1.5K shares-0.07%2025-09-302025-11-03 CAT CATERPILLAR INC COM546 sharesnew addition2025-09-302025-11-03 SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF5.8K shares0.00%2025-09-302025-11-03 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF7.6K shares1.11%2025-09-302025-11-03 BA BOEING CO COM1.1K sharesnew addition2025-09-302025-11-03 JNJ JOHNSON & JOHNSON COM1.2K shares4.11%2025-09-302025-11-03 NFLX NETFLIX INC COM185 shares5.11%2025-09-302025-11-03 VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares0.00%2025-09-302025-11-03 AVSC AVANTIS U.S SMALL CAP EQUITY ETF3.6K sharesnew addition2025-09-302025-11-03 SBUX STARBUCKS CORP COM2.4K shares-26.31%2025-09-302025-11-03 VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF17.9K sharesnew addition2025-09-302025-11-03 ASML ASML HOLDING N V N Y REGISTRY SHS195 sharesnew addition2025-09-302025-11-03 HOOD ROBINHOOD MKTS INC COM CL A1.2K sharesnew addition2025-09-302025-11-03 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF7.1K sharesnew addition2025-09-302025-11-03 PG PROCTER AND GAMBLE CO COM1.1K sharesnew addition2025-09-302025-11-03 WMT WALMART INC COM1.6K sharesnew addition2025-09-302025-11-03 OHI OMEGA HEALTHCARE INVS INC COM4.0K sharesnew addition2025-09-302025-11-03 EPD ENTERPRISE PRODS PARTNERS L P COM5.4K sharesnew addition2025-09-302025-11-03 SAP SAP SE SPON ADR618 sharesnew addition2025-09-302025-11-03 DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF3.8K sharesnew addition2025-09-302025-11-03 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.1K sharesnew addition2025-09-302025-11-03 IBDQ ISHARES IBONDS DEC 2025 TERM CORPORATE ETF6.1K sharesnew addition2025-09-302025-11-03 MELI MERCADOLIBRE INC COM64 sharesnew addition2025-09-302025-11-03 IWD ISHARES RUSSELL 1000 VALUE ETF706 sharesnew addition2025-09-302025-11-03 SNOW SNOWFLAKE INC COM SHS634 sharesnew addition2025-09-302025-11-03 CPNG COUPANG INC CL A4.3K sharesnew addition2025-09-302025-11-03 NU NU HLDGS LTD ORD SHS CL A8.7K sharesnew addition2025-09-302025-11-03 SHOP SHOPIFY INC CL A SUB VTG SHS932 sharesnew addition2025-09-302025-11-03 SCHF SCHWAB INTERNATIONAL EQUITY ETF5.9K sharesnew addition2025-09-302025-11-03 CP CANADIAN PACIFIC KANSAS CITY COM1.8K sharesnew addition2025-09-302025-11-03 RTX RTX CORPORATION COM790 sharesnew addition2025-09-302025-11-03 PSX PHILLIPS 66 COM967 sharesnew addition2025-09-302025-11-03 VBR VANGUARD SMALL CAP VALUE ETF624 sharesnew addition2025-09-302025-11-03 LIN LINDE PLC SHS274 sharesnew addition2025-09-302025-11-03 VALU VALUE LINE INC COM3.3K sharesnew addition2025-09-302025-11-03 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM488 sharesnew addition2025-09-302025-11-03 AGYS AGILYSYS INC COM1.2K sharesnew addition2025-09-302025-11-03 VRT VERTIV HOLDINGS CO COM CL A834 sharesnew addition2025-09-302025-11-03 VGT VANGUARD INFORMATION TECHNOLOGY ETF164 sharesnew addition2025-09-302025-11-03 PIPR PIPER SANDLER COMPANIES COM353 sharesnew addition2025-09-302025-11-03 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS504 sharesnew addition2025-09-302025-11-03 VBK VANGUARD SMALL-CAP GROWTH ETF389 sharesnew addition2025-09-302025-11-03 VUG VANGUARD GROWTH ETF242 sharesnew addition2025-09-302025-11-03 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF1.6K sharesnew addition2025-09-302025-11-03 ACGL ARCH CAP GROUP LTD ORD1.3K sharesnew addition2025-09-302025-11-03 NOW SERVICENOW INC COM122 sharesnew addition2025-09-302025-11-03 UBS UBS GROUP AG SHS2.7K sharesnew addition2025-09-302025-11-03 VT VANGUARD TOTAL WORLD STOCK ETF783 sharesnew addition2025-09-302025-11-03 VOT VANGUARD MID-CAP GROWTH ETF359 sharesnew addition2025-09-302025-11-03 BBEU JPMORGAN BETABUILDERS EUROPE ETF1.5K sharesnew addition2025-09-302025-11-03 IWF ISHARES RUSSELL 1000 GROWTH ETF216 sharesnew addition2025-09-302025-11-03 VOE VANGUARD MID-CAP VALUE ETF580 sharesnew addition2025-09-302025-11-03 XLI INDUSTRIAL SELECT SECTOR SPDR FUND657 sharesnew addition2025-09-302025-11-03 CME CME GROUP INC COM359 sharesnew addition2025-09-302025-11-03 RACE FERRARI N V COM196 sharesnew addition2025-09-302025-11-03 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES642 sharesnew addition2025-09-302025-11-03 AZN ASTRAZENECA PLC SPONSORED ADR1.2K sharesnew addition2025-09-302025-11-03 F FORD MTR CO COM7.8K sharesnew addition2025-09-302025-11-03 IBN ICICI BANK LIMITED ADR3.1K sharesnew addition2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS COM326 sharesnew addition2025-09-302025-11-03 MA MASTERCARD INCORPORATED CL A160 sharesnew addition2025-09-302025-11-03 AMD ADVANCED MICRO DEVICES INC COM564 sharesnew addition2025-09-302025-11-03 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF2.5K sharesnew addition2025-09-302025-11-03 PGR PROGRESSIVE CORP COM363 sharesnew addition2025-09-302025-11-03 HD HOME DEPOT INC COM215 sharesnew addition2025-09-302025-11-03 KKR KKR & CO INC COM672 sharesnew addition2025-09-302025-11-03 NSC NORFOLK SOUTHN CORP COM292 sharesnew addition2025-09-302025-11-03 INTU INTUIT COM125 sharesnew addition2025-09-302025-11-03 RING ISHARES MSCI GLOBAL GOLD MINERS ETF1.3K sharesnew addition2025-09-302025-11-03 DIS DISNEY WALT CO COM726 sharesnew addition2025-09-302025-11-03 LRCX LAM RESEARCH CORP COM NEW622 sharesnew addition2025-09-302025-11-03 PCAR PACCAR INC COM843 sharesnew addition2025-09-302025-11-03 AVMV AVANTIS U.S. MID CAP VALUE ETF1.2K sharesnew addition2025-09-302025-11-03 HWM HOWMET AEROSPACE INC COM396 sharesnew addition2025-09-302025-11-03 LLY ELI LILLY & CO COM101 sharesnew addition2025-09-302025-11-03 PEP PEPSICO INC COM546 sharesnew addition2025-09-302025-11-03 CVX CHEVRON CORP NEW COM483 sharesnew addition2025-09-302025-11-03 AON AON PLC SHS CL A209 sharesnew addition2025-09-302025-11-03 VLTO VERALTO CORP COM SHS699 sharesnew addition2025-09-302025-11-03 WM WASTE MGMT INC DEL COM339 sharesnew addition2025-09-302025-11-03 EOG EOG RES INC COM653 sharesnew addition2025-09-302025-11-03 AVGV AVANTIS ALL EQUITY MARKETS VALUE ETF1.0K sharesnew addition2025-09-302025-11-03 ETN EATON CORP PLC SHS195 sharesnew addition2025-09-302025-11-03 JPLD JPMORGAN LIMITED DURATION BOND ETF1.4K sharesnew addition2025-09-302025-11-03 MET METLIFE INC COM869 sharesnew addition2025-09-302025-11-03 CNQ CANADIAN NAT RES LTD COM2.2K sharesnew addition2025-09-302025-11-03 BX BLACKSTONE INC COM403 sharesnew addition2025-09-302025-11-03 CSCO CISCO SYS INC COM1.0K sharesnew addition2025-09-302025-11-03 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND779 sharesnew addition2025-09-302025-11-03 TXN TEXAS INSTRS INC COM379 sharesnew addition2025-09-302025-11-03 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS385 sharesnew addition2025-09-302025-11-03 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF268 sharesnew addition2025-09-302025-11-03 NVO NOVO-NORDISK A S ADR1.2K sharesnew addition2025-09-302025-11-03 UBER UBER TECHNOLOGIES INC COM689 sharesnew addition2025-09-302025-11-03 NBTB NBT BANCORP INC COM1.6K sharesnew addition2025-09-302025-11-03 IVW ISHARES S&P 500 GROWTH ETF540 sharesnew addition2025-09-302025-11-03 MNDY MONDAY COM LTD SHS337 sharesnew addition2025-09-302025-11-03 BKNG BOOKING HOLDINGS INC COM12 sharesnew addition2025-09-302025-11-03 WCN WASTE CONNECTIONS INC COM369 sharesnew addition2025-09-302025-11-03 VEEV VEEVA SYS INC CL A COM214 sharesnew addition2025-09-302025-11-03 BAC BANK AMERICA CORP COM1.2K sharesnew addition2025-09-302025-11-03 EFA ISHARES MSCI EAFE ETF672 sharesnew addition2025-09-302025-11-03 APP APPLOVIN CORP COM CL A86 sharesnew addition2025-09-302025-11-03 XOM EXXON MOBIL CORP COM552 sharesnew addition2025-09-302025-11-03 BLK BLACKROCK INC COM51 sharesnew addition2025-09-302025-11-03 PLTR PALANTIR TECHNOLOGIES INC CL A320 sharesnew addition2025-09-302025-11-03 BNED BARNES & NOBLE ED INC COM NEW5.8K sharesnew addition2025-09-302025-11-03 ANET ARISTA NETWORKS INC COM SHS390 sharesnew addition2025-09-302025-11-03 DAL DELTA AIR LINES INC DEL COM NEW1.0K sharesnew addition2025-09-302025-11-03 CIEN CIENA CORP COM NEW378 sharesnew addition2025-09-302025-11-03 DFAW DIMENSIONAL WORLD EQUITY ETF760 sharesnew addition2025-09-302025-11-03 FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF330 sharesnew addition2025-09-302025-11-03 GS GOLDMAN SACHS GROUP INC COM67 sharesnew addition2025-09-302025-11-03 NEM NEWMONT CORP COM643 sharesnew addition2025-09-302025-11-03 PENN PENN ENTERTAINMENT INC COM2.8K sharesnew addition2025-09-302025-11-03 ABBV ABBVIE INC COM232 sharesnew addition2025-09-302025-11-03 EIS ISHARES MSCI ISRAEL ETF519 sharesnew addition2025-09-302025-11-03 MCD MCDONALDS CORP COM166 sharesnew addition2025-09-302025-11-03 MMM 3M CO COM328 sharesnew addition2025-09-302025-11-03 MU MICRON TECHNOLOGY INC COM301 sharesnew addition2025-09-302025-11-03 SYK STRYKER CORPORATION COM136 sharesnew addition2025-09-302025-11-03 IAU ISHARES GOLD TRUST676 sharesnew addition2025-09-302025-11-03 KREF KKR REAL ESTATE FIN TR INC COM5.3K sharesnew addition2025-09-302025-11-03 USB US BANCORP DEL COM NEW988 sharesnew addition2025-09-302025-11-03 GT GOODYEAR TIRE & RUBR CO COM6.4K sharesnew addition2025-09-302025-11-03 RDDT REDDIT INC CL A206 sharesnew addition2025-09-302025-11-03 PANW PALO ALTO NETWORKS INC COM227 shares-91.31%2025-09-302025-11-03 CRWD CROWDSTRIKE HLDGS INC CL A92 sharesnew addition2025-09-302025-11-03 IVE ISHARES S&P 500 VALUE ETF221 sharesnew addition2025-09-302025-11-03 IWN ISHARES RUSSELL 2000 VALUE ETF260 sharesnew addition2025-09-302025-11-03 TEM TEMPUS AI INC CL A549 sharesnew addition2025-09-302025-11-03 IBIT ISHARES BITCOIN TRUST ETF655 sharesnew addition2025-09-302025-11-03 TWLO TWILIO INC CL A425 sharesnew addition2025-09-302025-11-03 ZM ZOOM COMMUNICATIONS INC CL A519 sharesnew addition2025-09-302025-11-03 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF575 sharesnew addition2025-09-302025-11-03 MDY SPDR S&P MIDCAP 400 ETF TRUST69 sharesnew addition2025-09-302025-11-03 B BARRICK MNG CORP COM SHS1.2K sharesnew addition2025-09-302025-11-03 C CITIGROUP INC COM NEW399 sharesnew addition2025-09-302025-11-03 EBAY EBAY INC. COM443 sharesnew addition2025-09-302025-11-03 MS MORGAN STANLEY COM NEW252 sharesnew addition2025-09-302025-11-03 APH AMPHENOL CORP NEW CL A310 sharesnew addition2025-09-302025-11-03 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF585 sharesnew addition2025-09-302025-11-03 TMUS T-MOBILE US INC COM160 sharesnew addition2025-09-302025-11-03 VEA VANGUARD FTSE DEVELOPED MARKETS ETF618 sharesnew addition2025-09-302025-11-03 WFC WELLS FARGO CO NEW COM448 sharesnew addition2025-09-302025-11-03 AMT AMERICAN TOWER CORP NEW COM186 sharesnew addition2025-09-302025-11-03 COIN COINBASE GLOBAL INC COM CL A108 sharesnew addition2025-09-302025-11-03 CDNS CADENCE DESIGN SYSTEM INC COM100 sharesnew addition2025-09-302025-11-03 HON HONEYWELL INTL INC COM171 sharesnew addition2025-09-302025-11-03 HUBS HUBSPOT INC COM76 sharesnew addition2025-09-302025-11-03 RSP INVESCO S&P 500 EQUAL WEIGHT ETF187 sharesnew addition2025-09-302025-11-03 VCR VANGUARD CONSUMER DISCRETIONARY ETF88 sharesnew 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