Back to investors
CLUNE & ASSOCIATES, LTD.
CLUNE & ASSOCIATES, LTD.
Latest filing: 2026-06-30
CLUNE & ASSOCIATES, LTD. runs CLUNE & ASSOCIATES, LTD. and currently holds 170 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $661.50M. Their top holdings are DFUV, VOO, IJR, DFIV, BSV. The top five represent 26.4% of reported portfolio weight. CLUNE & ASSOCIATES, LTD. ranks #907 out of 1000 investors tracked by Alpha Score. They added to 35 existing positions. They trimmed 61 positions. Their current best-performing preview position is INTC with returns of +216.42%.
Sign in to enable email alerts for this investor.
Showper page
170 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFUV DIMENSIONAL ETF TRUST | 7.89% | $46.30 | $57.42 | +24.02% | Added +31.99% |
 VOO VANGUARD INDEX FDS | 6.04% | $614.81 | $703.77 | +14.47% | Added +56.04% |
 IJR ISHARES TR | 4.58% | $130.47 | $147.28 | +12.88% | Added +62.97% |
 DFIV DIMENSIONAL ETF TRUST | 4.08% | $40.93 | $58.30 | +42.43% | Added +13.20% |
 BSV VANGUARD BD INDEX FDS | 3.84% | $77.88 | $77.58 | -0.39% | Added +35.73% |
 DFSD DIMENSIONAL ETF TRUST | 3.76% | $47.42 | $47.31 | -0.23% | Added +44.29% |
 DFSV DIMENSIONAL ETF TRUST | 3.72% | $36.02 | $40.29 | +11.84% | Added +82.36% |
 VCSH VANGUARD SCOTTSDALE FDS | 3.48% | $78.70 | $78.59 | -0.14% | Added +57.26% |
 VXUS VANGUARD STAR FDS | 3.40% | $70.60 | $87.71 | +24.24% | Added +25.58% |
 ISTB ISHARES TR | 2.97% | $48.20 | $48.02 | -0.37% | Added +48.58% |
Showing 1-10 of 170