CLUNE & ASSOCIATES, LTD. 13F Portfolio
CLUNE & ASSOCIATES, LTD. runs CLUNE & ASSOCIATES, LTD. and currently holds 163 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $654.13M. Their top holdings are DFUV, VOO, IJR, DFIV, VXUS. The top five represent 26.4% of reported portfolio weight. CLUNE & ASSOCIATES, LTD. ranks #941 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLUNE & ASSOCIATES, LTD. initiated 1 new position. They added to 35 existing positions. They trimmed 58 positions. Their current best-performing preview position is ETHA with returns of +69.22%.
Portfolio Value
$654.13M
Alpha Score
18.6
#941 of 1000
Holdings
163
CLUNE & ASSOCIATES, LTD. Current 13F Holdings
Reported holdings from CLUNE & ASSOCIATES, LTD.'s latest SEC 13F filing, ranked by portfolio weight.
163 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFUV DIMENSIONAL ETF TRUST | 8.21% | $46.55 | $55.80 | +19.87% | Added +2.94% |
 VOO VANGUARD INDEX FDS | 6.26% | $615.21 | $715.51 | +16.30% | Added +0.48% |
 IJR ISHARES TR | 4.29% | $130.53 | $137.51 | +5.35% | Added +1.19% |
 DFIV DIMENSIONAL ETF TRUST | 4.17% | $40.93 | $55.43 | +35.41% | Trimmed -2.36% |
 VXUS VANGUARD STAR FDS | 3.51% | $70.95 | $84.82 | +19.55% | Added +2.48% |
 VCSH VANGUARD SCOTTSDALE FDS | 3.14% | $78.70 | $77.30 | -1.78% | Trimmed -8.79% |
 SHAG WISDOMTREE TR | 3.06% | $46.36 | $46.56 | +0.43% | New Buy |
 BSV VANGUARD BD INDEX FDS | 2.99% | $77.88 | $76.38 | -1.93% | Trimmed -21.43% |
 DFIS DIMENSIONAL ETF TRUST | 2.95% | $29.88 | $36.03 | +20.58% | Added +3.43% |
 ISTB ISHARES TR | 2.71% | $48.20 | $47.23 | -2.01% | Trimmed -7.98% |
Showing 1-10 of 163