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The Analysis of Cloud Capital Management, LLC's Holdings & P&L

Currently, Cloud Capital Management, LLC holds 105 types of securities in its portfolio with a total value $229.4K. In the most recent quarter, they have increased their positions in DFAC (+149.1K shares, valued at $5.8K), VCIT (+50.0K shares, valued at $4.1K), DFIC (+87.2K shares, valued at $3.1K); decreased their positions in SCHO (-201.8K shares, valued at $4.9K), AAPL (-9.3K shares, valued at $2.4K), VTIP (-24.9K shares, valued at $1.2K); initiated new positions in VCIT (+50.0K shares, valued at $4.1K), DFAU (+24.0K shares, valued at $1.1K), IREN (+26.9K shares, valued at $922).

1M P&L

+1.1M+0.52%

3M P&L

-825.9K-0.39%

HY P&L

+9.1M+4.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A153.3K

78.8%

2Consumer Electronics15.3K

7.8%

3Software - Infrastructure8.9K

4.6%

Top Industries by Stock Count

1N/A62 stocks

66.0%

2Internet Retail3 stocks

3.2%

3Software - Infrastructure3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF886.2K shares20.23%2026-03-312026-05-12

AAPL APPLE INC COM46.8K shares-16.57%2026-03-312026-05-12

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF316.0K shares38.13%2026-03-312026-05-12

AVUS AVANTIS U.S. EQUITY ETF80.5K shares29.37%2026-03-312026-05-12

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF355.7K shares48.95%2026-03-312026-05-12

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF251.3K shares-10.76%2026-03-312026-05-12

SCHO SCHWAB SHORT-TERM US TREASURY ETF347.7K shares-36.72%2026-03-312026-05-12

AVUV AVANTIS U.S. SMALL CAP VALUE ETF69.3K shares49.12%2026-03-312026-05-12

Sponsored

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF139.0K shares-15.20%2026-03-312026-05-12

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C23.7K shares3.72%2026-03-312026-05-12

DCOR DIMENSIONAL US CORE EQUITY 1 ETF85.2K shares-7.08%2026-03-312026-05-12

MSFT MICROSOFT CORP COM21.8K shares1.54%2026-03-312026-05-12

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF150.6K shares38.99%2026-03-312026-05-12

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF52.7K shares24.59%2026-03-312026-05-12

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF109.4K shares44.55%2026-03-312026-05-12

SCHP SCHWAB US TIPS ETF160.0K shares-3.37%2026-03-312026-05-12

Sponsored

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF50.0K sharesnew addition2026-03-312026-05-12

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF37.6K shares35.78%2026-03-312026-05-12

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND46.7K shares-2.22%2026-03-312026-05-12

VTV VANGUARD VALUE ETF17.8K shares6.69%2026-03-312026-05-12

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I6.0K shares26.61%2026-03-312026-05-12

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF71.8K shares51.88%2026-03-312026-05-12

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF43.4K shares20.60%2026-03-312026-05-12

AMZN AMAZON COM INC COM15.0K shares2.35%2026-03-312026-05-12

Sponsored

DFAS DIMENSIONAL U.S. SMALL CAP ETF40.5K shares3.33%2026-03-312026-05-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF4.8K shares-0.10%2026-03-312026-05-12

IWF ISHARES RUSSELL 1000 GROWTH ETF6.4K shares72.98%2026-03-312026-05-12

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF46.8K shares2.86%2026-03-312026-05-12

AVLV AVANTIS U.S. LARGE CAP VALUE ETF25.7K shares50.89%2026-03-312026-05-12

VTI VANGUARD TOTAL STOCK MARKET ETF6.1K shares16.14%2026-03-312026-05-12

NVDA NVIDIA CORPORATION COM10.1K shares19.13%2026-03-312026-05-12

DFSV DIMENSIONAL US SMALL CAP VALUE ETF49.3K shares0.29%2026-03-312026-05-12

Sponsored

DFCF DIMENSIONAL CORE FIXED INCOME ETF37.7K shares4.55%2026-03-312026-05-12

TSLA TESLA INC COM3.8K shares2.71%2026-03-312026-05-12

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF46.4K shares1.71%2026-03-312026-05-12

META META PLATFORMS INC CL A2.0K shares-35.37%2026-03-312026-05-12

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A3.9K shares-12.60%2026-03-312026-05-12

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF23.5K shares3.04%2026-03-312026-05-12

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF24.0K sharesnew addition2026-03-312026-05-12

V VISA INC COM CL A3.3K shares4.33%2026-03-312026-05-12

Sponsored

AVDS AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF13.2K shares4.85%2026-03-312026-05-12

JPMORGAN BETABUILDERS JAPAN ETF JPMORGAN BETABUILDERS JAPAN ETF13.7K shares0.00%2026-03-312026-05-12

IREN IREN LIMITED ORDINARY SHARES26.9K sharesnew addition2026-03-312026-05-12

VWO VANGUARD FTSE EMERGING MARKETS ETF16.9K shares22.65%2026-03-312026-05-12

AVEM AVANTIS EMERGING MARKETS EQUITY ETF10.5K shares22.38%2026-03-312026-05-12

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF13.4K shares140.70%2026-03-312026-05-12

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF16.7K shares-2.63%2026-03-312026-05-12

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF15.6K shares16.37%2026-03-312026-05-12

Sponsored

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF23.1K shares1.46%2026-03-312026-05-12

AVES AVANTIS EMERGING MARKETS VALUE ETF12.1K shares35.63%2026-03-312026-05-12

AVDE AVANTIS INTERNATIONAL EQUITY ETF8.5K shares0.74%2026-03-312026-05-12

AVEE AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF10.9K shares40.01%2026-03-312026-05-12

GLD SPDR GOLD SHARES1.6K shares-5.42%2026-03-312026-05-12

DFLV DIMENSIONAL US LARGE CAP VALUE ETF18.6K shares58.53%2026-03-312026-05-12

BND VANGUARD TOTAL BOND MARKET ETF9.0K shares0.57%2026-03-312026-05-12

AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF8.1K shares-5.64%2026-03-312026-05-12

Sponsored

COKE COCA COLA CONS INC COM3.0K shares0.53%2026-03-312026-05-12

TSPY TAPPALPHA S&P 500 GROWTH & DAILY INCOME ETF23.7K shares24.34%2026-03-312026-05-12

JPLD JPMORGAN LIMITED DURATION BOND ETF10.5K shares0.94%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1.6K shares-0.32%2026-03-312026-05-12

ALLT ALLOT LTD SHS78.1K shares2.06%2026-03-312026-05-12

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF7.4K sharesnew addition2026-03-312026-05-12

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4.6K shares0.43%2026-03-312026-05-12

JPIE JPMORGAN INCOME ETF10.4K sharesnew addition2026-03-312026-05-12

Sponsored

MGK VANGUARD MEGA CAP GROWTH ETF1.3K shares11.22%2026-03-312026-05-12

BROADCOM INC COM BROADCOM INC COM1.5K shares3.97%2026-03-312026-05-12

JPMORGAN BETABUILDERS CANADA ETF JPMORGAN BETABUILDERS CANADA ETF5.0K shares0.00%2026-03-312026-05-12

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF18.5K shares45.95%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION COM437 shares37.85%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO COM1.5K shares-14.36%2026-03-312026-05-12

WMT WALMART INC COM3.4K shares-9.35%2026-03-312026-05-12

DHR DANAHER CORP DEL COM2.2K shares3.31%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW838 shares22.16%2026-03-312026-05-12

CAT CATERPILLAR INC COM559 shares-1.93%2026-03-312026-05-12

AVSC AVANTIS U.S SMALL CAP EQUITY ETF6.0K shares14.03%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON COM1.5K shares-14.40%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC COM2.2K shares5.29%2026-03-312026-05-12

VB VANGUARD SMALL-CAP ETF1.3K shares3.69%2026-03-312026-05-12

ASML ASML HLDG NV N Y REGISTRY SHS257 shares9.83%2026-03-312026-05-12

MGV VANGUARD MEGA CAP VALUE ETF2.3K shares5.74%2026-03-312026-05-12

Sponsored

DFAW DIMENSIONAL WORLD EQUITY ETF4.3K sharesnew addition2026-03-312026-05-12

VOOG VANGUARD S&P 500 GROWTH ETF750 shares5.78%2026-03-312026-05-12

BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF5.1K shares0.00%2026-03-312026-05-12

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF8.5K shares11.90%2026-03-312026-05-12

HIG HARTFORD INSURANCE GROUP INC COM2.1K shares-9.00%2026-03-312026-05-12

XOM EXXON MOBIL CORP COM1.7K shares-14.45%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC COM1.5K shares0.52%2026-03-312026-05-12

ARES ARES MANAGEMENT CORPORATION CL A COM STK2.5K shares-0.32%2026-03-312026-05-12

Sponsored

DXUV DIMENSIONAL US VECTOR EQUITY ETF4.6K sharesnew addition2026-03-312026-05-12

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF5.8K shares0.00%2026-03-312026-05-12

TLT ISHARES 20 YEAR TREASURY BOND ETF2.9K shares-3.57%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L P COM6.3K shares-19.16%2026-03-312026-05-12

VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.6K shares-2.37%2026-03-312026-05-12

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF5.8K sharesnew addition2026-03-312026-05-12

VRT VERTIV HOLDINGS CO COM CL A895 sharesnew addition2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS556 sharesnew addition2026-03-312026-05-12

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares2.42%2026-03-312026-05-12

LLY ELI LILLY & CO COM231 shares-0.43%2026-03-312026-05-12

BA BOEING CO COM1.1K shares4.72%2026-03-312026-05-12

BWIN THE BALDWIN INSURANCE GRP INC COM CL A9.5K sharesnew addition2026-03-312026-05-12

SE SEA LTD SPONSORD ADS2.4K shares21.35%2026-03-312026-05-12

CIFR CIPHER DIGITAL INC COM15.5K sharesnew addition2026-03-312026-05-12

VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF18.2K sharesnew addition2026-03-312026-05-12

LYG LLOYDS BANKING GROUP PLC SPONSORED ADR14.6K sharesnew addition2026-03-312026-05-12

Sponsored

SURF AIR MOBILITY INC COM NEW SURF AIR MOBILITY INC COM NEW10.0K sharesnew addition2026-03-312026-05-12

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

20.23%

Shares886.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC COM

-16.57%

Shares46.8K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

38.13%

Shares316.0K

Event2026-03-31

Filed2026-05-12

AVUS

AVANTIS U.S. EQUITY ETF

29.37%

Shares80.5K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

48.95%

Shares355.7K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

-10.76%

Shares251.3K

Event2026-03-31

Filed2026-05-12

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

-36.72%

Shares347.7K

Event2026-03-31

Filed2026-05-12

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

49.12%

Shares69.3K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

-15.20%

Shares139.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL C

3.72%

Shares23.7K

Event2026-03-31

Filed2026-05-12

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

-7.08%

Shares85.2K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP COM

1.54%

Shares21.8K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

38.99%

Shares150.6K

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

24.59%

Shares52.7K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

44.55%

Shares109.4K

Event2026-03-31

Filed2026-05-12

SCHP

SCHWAB US TIPS ETF

-3.37%

Shares160.0K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

New

Shares50.0K

Event2026-03-31

Filed2026-05-12

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

35.78%

Shares37.6K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-2.22%

Shares46.7K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD VALUE ETF

6.69%

Shares17.8K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TRUST SERIES I

26.61%

Shares6.0K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

51.88%

Shares71.8K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

20.60%

Shares43.4K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC COM

2.35%

Shares15.0K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

3.33%

Shares40.5K

Event2026-03-31

Filed2026-05-12

VANGUARD S&P 500 ETF

-0.10%

Shares4.8K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES RUSSELL 1000 GROWTH ETF

72.98%

Shares6.4K

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

2.86%

Shares46.8K

Event2026-03-31

Filed2026-05-12

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

50.89%

Shares25.7K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD TOTAL STOCK MARKET ETF

16.14%

Shares6.1K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION COM

19.13%

Shares10.1K

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

0.29%

Shares49.3K

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

4.55%

Shares37.7K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC COM

2.71%

Shares3.8K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

1.71%

Shares46.4K

Event2026-03-31

Filed2026-05-12