The Analysis of CLUNE & ASSOCIATES, LTD.'s Holdings


Currently, CLUNE & ASSOCIATES, LTD. holds 159 types of securities in its portfolio with a total value $400.1M. In the most recent quarter, they have increased their positions in BSV (+16.6K shares, valued at $1.3M), ISTB (+21.9K shares, valued at $1.1M), IGSB (+14.2K shares, valued at $750.4K); decreased their positions in DFUV (-17.7K shares, valued at $791.5K), DFAU (-12.7K shares, valued at $582.3K), PICB (-12.1K shares, valued at $289.2K); initiated new positions in SPSM (+6.8K shares, valued at $312.7K), IWC (+1.7K shares, valued at $257.0K), AVDS (+3.7K shares, valued at $249.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUV DIMENSIONAL ETF TRUST455.7K shares-3.74%2025-09-302025-10-17history
DFIV DIMENSIONAL ETF TRUST365.7K shares3.11%2025-09-302025-10-17history
DFAS DIMENSIONAL ETF TRUST232.7K shares-0.64%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR23.4K shares2.72%2025-09-302025-10-17history
BSV VANGUARD BD INDEX FDS183.3K shares9.93%2025-09-302025-10-17history
DFSD DIMENSIONAL ETF TRUST279.2K shares4.12%2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS139.1K shares3.52%2025-09-302025-10-17history
VOO VANGUARD INDEX FDS17.9K shares4.71%2025-09-302025-10-17history
Sponsored
VXUS VANGUARD STAR FDS124.1K shares-2.24%2025-09-302025-10-17history
DFAC DIMENSIONAL ETF TRUST226.6K shares-1.49%2025-09-302025-10-17history
ISTB ISHARES TR171.7K shares14.65%2025-09-302025-10-17history
DFIS DIMENSIONAL ETF TRUST261.2K shares2.54%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS38.0K shares7.35%2025-09-302025-10-17history
AAPL APPLE INC27.6K shares-0.18%2025-09-302025-10-17history
AVLV AMERICAN CENTY ETF TR96.0K shares5.08%2025-09-302025-10-17history
BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-09-302025-10-17history
Sponsored
EMB ISHARES TR69.6K shares3.80%2025-09-302025-10-17history
VO VANGUARD INDEX FDS22.0K shares1.39%2025-09-302025-10-17history
IJR ISHARES TR50.8K shares1.38%2025-09-302025-10-17history
DFEM DIMENSIONAL ETF TRUST174.5K shares2.46%2025-09-302025-10-17history
FNDC SCHWAB STRATEGIC TR120.6K shares0.04%2025-09-302025-10-17history
VSS VANGUARD INTL EQUITY INDEX F35.1K shares8.43%2025-09-302025-10-17history
DUSB DIMENSIONAL ETF TRUST97.0K shares10.21%2025-09-302025-10-17history
BNDX VANGUARD CHARLOTTE FDS98.0K shares8.19%2025-09-302025-10-17history
Sponsored
AVIV AMERICAN CENTY ETF TR69.6K shares10.27%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION23.7K shares-1.97%2025-09-302025-10-17history
SHYG ISHARES TR101.6K shares-0.84%2025-09-302025-10-17history
DFAT DIMENSIONAL ETF TRUST73.4K shares-3.42%2025-09-302025-10-17history
VB VANGUARD INDEX FDS16.6K shares11.75%2025-09-302025-10-17history
ABBV ABBVIE INC18.0K shares-0.47%2025-09-302025-10-17history
CAT CATERPILLAR INC8.5K shares-0.46%2025-09-302025-10-17history
VNQ VANGUARD INDEX FDS43.9K shares3.01%2025-09-302025-10-17history
Sponsored
IGE ISHARES TR76.5K shares-3.62%2025-09-302025-10-17history
SGOV ISHARES TR37.2K shares10.77%2025-09-302025-10-17history
SUB ISHARES TR34.9K shares3.92%2025-09-302025-10-17history
DFUS DIMENSIONAL ETF TRUST49.4K shares19.93%2025-09-302025-10-17history
AVEM AMERICAN CENTY ETF TR47.0K shares8.23%2025-09-302025-10-17history
DFAE DIMENSIONAL ETF TRUST107.4K shares14.38%2025-09-302025-10-17history
VEU VANGUARD INTL EQUITY INDEX F47.1K shares2.89%2025-09-302025-10-17history
DFSV DIMENSIONAL ETF TRUST101.1K shares12.42%2025-09-302025-10-17history
Sponsored
VWOB VANGUARD WHITEHALL FDS46.9K shares13.02%2025-09-302025-10-17history
IGSB ISHARES TR57.7K shares32.49%2025-09-302025-10-17history
EEM ISHARES TR56.7K shares2.35%2025-09-302025-10-17history
DFCF DIMENSIONAL ETF TRUST69.5K shares4.36%2025-09-302025-10-17history
DFAU DIMENSIONAL ETF TRUST61.5K shares-17.14%2025-09-302025-10-17history
DFAX DIMENSIONAL ETF TRUST85.9K shares-6.90%2025-09-302025-10-17history
MSFT MICROSOFT CORP5.2K shares4.03%2025-09-302025-10-17history
DFAI DIMENSIONAL ETF TRUST72.8K shares0.14%2025-09-302025-10-17history
Sponsored
DFLV DIMENSIONAL ETF TRUST74.5K shares17.16%2025-09-302025-10-17history
VYM VANGUARD WHITEHALL FDS17.0K shares-0.92%2025-09-302025-10-17history
AVDE AMERICAN CENTY ETF TR29.5K shares0.53%2025-09-302025-10-17history
VBR VANGUARD INDEX FDS11.0K shares11.94%2025-09-302025-10-17history
IXC ISHARES TR53.0K shares3.58%2025-09-302025-10-17history
IJH ISHARES TR32.1K shares9.88%2025-09-302025-10-17history
AMZN AMAZON COM INC9.1K shares2.52%2025-09-302025-10-17history
ABT ABBOTT LABS14.7K shares-0.77%2025-09-302025-10-17history
Sponsored
AVUV AMERICAN CENTY ETF TR18.1K shares5.71%2025-09-302025-10-17history
AVDV AMERICAN CENTY ETF TR19.9K shares11.36%2025-09-302025-10-17history
IVV ISHARES TR2.6K shares0.45%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares0.00%2025-09-302025-10-17history
REET ISHARES TR67.1K shares3.51%2025-09-302025-10-17history
IXUS ISHARES TR20.7K shares78.14%2025-09-302025-10-17history
AGG ISHARES TR16.7K shares4.06%2025-09-302025-10-17history
AVSF AMERICAN CENTY ETF TR35.0K shares6.51%2025-09-302025-10-17history
Sponsored
MUB ISHARES TR15.1K shares-7.27%2025-09-302025-10-17history
EFA ISHARES TR16.5K shares11.25%2025-09-302025-10-17history
AON AON PLC4.2K shares0.00%2025-09-302025-10-17history
GOOG ALPHABET INC5.8K shares0.02%2025-09-302025-10-17history
XOM EXXON MOBIL CORP12.3K shares6.08%2025-09-302025-10-17history
VV VANGUARD INDEX FDS4.2K shares-9.39%2025-09-302025-10-17history
VDE VANGUARD WORLD FD10.2K shares2.33%2025-09-302025-10-17history
IAGG ISHARES TR23.8K shares18.69%2025-09-302025-10-17history
Sponsored
GNR SPDR INDEX SHS FDS20.2K shares5.04%2025-09-302025-10-17history
VTIP VANGUARD MALVERN FDS23.2K shares3.83%2025-09-302025-10-17history
QQQ INVESCO QQQ TR1.9K shares14.12%2025-09-302025-10-17history
SCHP SCHWAB STRATEGIC TR43.0K shares5.72%2025-09-302025-10-17history
DFAR DIMENSIONAL ETF TRUST48.0K shares-2.57%2025-09-302025-10-17history
BND VANGUARD BD INDEX FDS15.2K shares-11.27%2025-09-302025-10-17history
EFV ISHARES TR16.5K shares1.42%2025-09-302025-10-17history
VWO VANGUARD INTL EQUITY INDEX F20.6K shares-2.83%2025-09-302025-10-17history
Sponsored
SLQD ISHARES TR21.9K shares1.00%2025-09-302025-10-17history
VNQI VANGUARD INTL EQUITY INDEX F23.2K shares2.02%2025-09-302025-10-17history
SCOR COMSCORE INC126.7K shares0.00%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.3.4K shares8.06%2025-09-302025-10-17history
ICSH ISHARES TR21.1K shares-1.72%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR38.9K shares1.08%2025-09-302025-10-17history
MCD MCDONALDS CORP3.4K shares-0.50%2025-09-302025-10-17history
ICLN ISHARES TR59.1K shares5.24%2025-09-302025-10-17history
Sponsored
VTEB VANGUARD MUN BD FDS18.0K shares0.84%2025-09-302025-10-17history
AVSC AMERICAN CENTY ETF TR15.1K shares4.02%2025-09-302025-10-17history
GOOGL ALPHABET INC3.4K shares5.01%2025-09-302025-10-17history
KR KROGER CO12.2K shares0.50%2025-09-302025-10-17history
GUNR FLEXSHARES TR18.6K shares3.37%2025-09-302025-10-17history
IAS INTEGRAL AD SCIENCE HLDNG CO78.5K shares-19.27%2025-09-302025-10-17history
SCHC SCHWAB STRATEGIC TR16.6K shares4.97%2025-09-302025-10-17history
SHY ISHARES TR8.9K shares37.99%2025-09-302025-10-17history
Sponsored
XLE SELECT SECTOR SPDR TR7.9K shares13.50%2025-09-302025-10-17history
VYMI VANGUARD WHITEHALL FDS8.2K shares-0.05%2025-09-302025-10-17history
IFRA ISHARES TR12.8K shares-1.82%2025-09-302025-10-17history
DUHP DIMENSIONAL ETF TRUST17.9K shares0.02%2025-09-302025-10-17history
STIP ISHARES TR6.4K shares3.99%2025-09-302025-10-17history
DISV DIMENSIONAL ETF TRUST18.1K shares0.20%2025-09-302025-10-17history
V VISA INC1.6K shares-2.94%2025-09-302025-10-17history
WM WASTE MGMT INC DEL2.5K shares0.00%2025-09-302025-10-17history
Sponsored
DFGX DIMENSIONAL ETF TRUST10.0K shares133.80%2025-09-302025-10-17history
SCZ ISHARES TR7.0K shares-3.04%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS1.6K shares0.06%2025-09-302025-10-17history
TSLA TESLA INC1.2K shares0.00%2025-09-302025-10-17history
IWB ISHARES TR1.4K shares0.28%2025-09-302025-10-17history
DV DOUBLEVERIFY HLDGS INC42.6K shares-17.61%2025-09-302025-10-17history
AVGO BROADCOM INC1.5K shares3.38%2025-09-302025-10-17history
TER TERADYNE INC3.1K shares0.00%2025-09-302025-10-17history
Sponsored
CVX CHEVRON CORP NEW2.5K shares-2.97%2025-09-302025-10-17history
DFEV DIMENSIONAL ETF TRUST12.0K shares0.79%2025-09-302025-10-17history
UAL UNITED AIRLS HLDGS INC3.8K shares0.00%2025-09-302025-10-17history
VOE VANGUARD INDEX FDS1.9K shares0.42%2025-09-302025-10-17history
IGF ISHARES TR5.4K shares0.93%2025-09-302025-10-17history
FNDF SCHWAB STRATEGIC TR7.5K shares-1.27%2025-09-302025-10-17history
FNDA SCHWAB STRATEGIC TR10.3K shares27.22%2025-09-302025-10-17history
SPSM SPDR SERIES TRUST6.8K sharesnew addition2025-09-302025-10-17history
Sponsored
MA MASTERCARD INCORPORATED539 shares0.00%2025-09-302025-10-17history
CMG CHIPOTLE MEXICAN GRILL INC7.5K shares-1.03%2025-09-302025-10-17history
ALL ALLSTATE CORP1.4K shares0.00%2025-09-302025-10-17history
PICB INVESCO EXCH TRADED FD TR II12.3K shares-49.60%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS1.0K shares-21.98%2025-09-302025-10-17history
CMF ISHARES TR5.0K shares0.00%2025-09-302025-10-17history
SCHA SCHWAB STRATEGIC TR10.3K shares1.40%2025-09-302025-10-17history
CSCO CISCO SYS INC4.2K shares-5.07%2025-09-302025-10-17history
Sponsored
GRID FIRST TR EXCHANGE TRADED FD1.9K shares1.99%2025-09-302025-10-17history
VTWO VANGUARD SCOTTSDALE FDS2.9K shares-12.32%2025-09-302025-10-17history
IEMG ISHARES INC4.3K shares-34.35%2025-09-302025-10-17history
PCY INVESCO EXCH TRADED FD TR II12.8K shares-1.63%2025-09-302025-10-17history
AVRE AMERICAN CENTY ETF TR6.0K shares20.66%2025-09-302025-10-17history
IVE ISHARES TR1.3K shares0.16%2025-09-302025-10-17history
MDY SPDR S&P MIDCAP 400 ETF TR435 shares0.00%2025-09-302025-10-17history
HYG ISHARES TR3.2K shares1.25%2025-09-302025-10-17history
Sponsored
IWC ISHARES TR1.7K sharesnew addition2025-09-302025-10-17history
DFNM DIMENSIONAL ETF TRUST5.3K shares0.00%2025-09-302025-10-17history
PATK PATRICK INDS INC2.5K shares0.00%2025-09-302025-10-17history
AVDS AMERICAN CENTY ETF TR3.7K sharesnew addition2025-09-302025-10-17history
VIOO VANGUARD ADMIRAL FDS INC2.2K shares0.00%2025-09-302025-10-17history
ITAN EA SERIES TRUST7.1K shares0.40%2025-09-302025-10-17history
META META PLATFORMS INC330 shares0.00%2025-09-302025-10-17history
SCHE SCHWAB STRATEGIC TR7.2K shares0.71%2025-09-302025-10-17history
Sponsored
LIN LINDE PLC491 shares0.00%2025-09-302025-10-17history
HD HOME DEPOT INC569 shares0.00%2025-09-302025-10-17history
AVUS AMERICAN CENTY ETF TR2.1K shares0.14%2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC827 shares0.00%2025-09-302025-10-17history
EMXC ISHARES INC3.2K shares0.00%2025-09-302025-10-17history
PEP PEPSICO INC1.5K shares-20.43%2025-09-302025-10-17history
VEA VANGUARD TAX-MANAGED FDS3.6K shares0.17%2025-09-302025-10-17history
XLF SELECT SECTOR SPDR TR3.9K shares0.15%2025-09-302025-10-17history
Sponsored
ESGV VANGUARD WORLD FD1.8K shares-4.51%2025-09-302025-10-17history
DIS DISNEY WALT CO1.8K shares-3.62%2025-09-302025-10-17history
TDG TRANSDIGM GROUP INC157 shares0.00%2025-09-302025-10-17history
VSGX VANGUARD WORLD FD3.0K sharesnew addition2025-09-302025-10-17history
SCHX SCHWAB STRATEGIC TR7.8K sharesnew addition2025-09-302025-10-17history
VUSB VANGUARD BD INDEX FDS4.1K sharesnew addition2025-09-302025-10-17history
ABOS ACUMEN PHARMACEUTICALS INC16.5K shares0.00%2025-09-302025-10-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available