§ 13F · FUND PROFILE
CLUNE & ASSOCIATES, LTD..
AUM · $400M (13F)Positions · 159Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 948K | $52M | 7.9% | +32% |
| 2 | VOO | VANGUARD INDEX FDS | 58K | $40M | 6.0% | +56% |
| 3 | IJR | ISHARES TR | 204K | $30M | 4.6% | +63% |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 500K | $27M | 4.1% | +13% |
| 5 | BSV | VANGUARD BD INDEX FDS | 326K | $25M | 3.8% | +36% |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 521K | $25M | 3.8% | +44% |
| 7 | DFSV | DIMENSIONAL ETF TRUST | 635K | $25M | 3.7% | +82% |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 291K | $23M | 3.5% | +57% |
| 9 | VXUS | VANGUARD STAR FDS | 263K | $23M | 3.4% | +26% |
| 10 | ISTB | ISHARES TR | 407K | $20M | 3.0% | +49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLUNE SIGNAL
AC read
CLUNE & ASSOCIATES, LTD. is a Other fund managing $400 million in assets. The fund runs a portfolio of 159 positions.
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