CLUNE & ASSOCIATES, LTD. Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$325.6B
Holdings
141
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUVDIMENSIONAL ETF TRUST | 451,256 | $18.6B | 5.71% | |
| 2 | DFASDIMENSIONAL ETF TRUST | 217,066 | $13.0B | 3.98% | |
| 3 | DFIVDIMENSIONAL ETF TRUST | 323,687 | $12.7B | 3.91% | |
| 4 | SPYSPDR S&P 500 ETF TR | 22,420 | $12.5B | 3.85% | |
| 5 | BSVVANGUARD BD INDEX FDS | 148,878 | $11.7B | 3.58% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 245,025 | $11.6B | 3.58% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 127,994 | $10.1B | 3.10% | |
| 8 | VOOVANGUARD INDEX FDS | 16,063 | $8.3B | 2.54% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 229,833 | $7.6B | 2.33% | |
| 10 | VXUSVANGUARD STAR FDS | 115,830 | $7.2B | 2.21% | |
| 11 | BRK-BBERKSHIRE HATHAWAY INC DEL | 9 | $7.2B | 2.21% | |
| 12 | ISTBISHARES TR | 142,382 | $6.9B | 2.11% | |
| 13 | AAPLAPPLE INC | 27,916 | $6.2B | 1.90% | |
| 14 | DFISDIMENSIONAL ETF TRUST | 233,018 | $6.0B | 1.85% | |
| 15 | EMBISHARES TR | 64,770 | $5.9B | 1.80% | |
| 16 | AVLVAMERICAN CENTY ETF TR | 85,545 | $5.6B | 1.71% | |
| 17 | VTVVANGUARD INDEX FDS | 31,870 | $5.5B | 1.69% | |
| 18 | VOVANGUARD INDEX FDS | 20,416 | $5.3B | 1.62% | |
| 19 | DUSBDIMENSIONAL ETF TRUST | 91,627 | $4.6B | 1.43% | |
| 20 | IJRISHARES TR | 41,263 | $4.3B | 1.33% | |
| 21 | SHYGISHARES TR | 97,001 | $4.1B | 1.27% | |
| 22 | FNDCSCHWAB STRATEGIC TR | 111,688 | $4.0B | 1.24% | |
| 23 | ABBVABBVIE INC | 19,253 | $4.0B | 1.24% | |
| 24 | BNDXVANGUARD CHARLOTTE FDS | 81,986 | $4.0B | 1.23% | |
| 25 | DFEMDIMENSIONAL ETF TRUST | 150,385 | $4.0B | 1.22% | |
| 26 | VSSVANGUARD INTL EQUITY INDEX F | 32,971 | $3.8B | 1.17% | |
| 27 | IGEISHARES TR | 82,118 | $3.7B | 1.15% | |
| 28 | AVIVAMERICAN CENTY ETF TR | 62,715 | $3.6B | 1.09% | |
| 29 | DFATDIMENSIONAL ETF TRUST | 68,991 | $3.6B | 1.09% | |
| 30 | VNQVANGUARD INDEX FDS | 38,787 | $3.5B | 1.08% | |
| 31 | SUBISHARES TR | 32,631 | $3.4B | 1.06% | |
| 32 | VBVANGUARD INDEX FDS | 14,487 | $3.2B | 0.99% | |
| 33 | NVDANVIDIA CORPORATION | 28,252 | $3.1B | 0.94% | |
| 34 | MUBISHARES TR | 28,087 | $3.0B | 0.91% | |
| 35 | CATCATERPILLAR INC | 8,506 | $2.8B | 0.86% | |
| 36 | VEUVANGUARD INTL EQUITY INDEX F | 42,378 | $2.6B | 0.79% | |
| 37 | AVEMAMERICAN CENTY ETF TR | 41,869 | $2.5B | 0.77% | |
| 38 | VWOBVANGUARD WHITEHALL FDS | 38,706 | $2.5B | 0.76% | |
| 39 | DFUSDIMENSIONAL ETF TRUST | 40,779 | $2.5B | 0.76% | |
| 40 | DFAUDIMENSIONAL ETF TRUST | 63,586 | $2.4B | 0.75% | |
| 41 | IGSBISHARES TR | 45,862 | $2.4B | 0.74% | |
| 42 | DFAIDIMENSIONAL ETF TRUST | 76,290 | $2.4B | 0.73% | |
| 43 | EEMISHARES TR | 53,301 | $2.3B | 0.72% | |
| 44 | DFCFDIMENSIONAL ETF TRUST | 54,071 | $2.3B | 0.70% | |
| 45 | DFAXDIMENSIONAL ETF TRUST | 86,517 | $2.3B | 0.70% | |
| 46 | SGOVISHARES TR | 21,957 | $2.2B | 0.68% | |
| 47 | DFAEDIMENSIONAL ETF TRUST | 84,543 | $2.2B | 0.67% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 16,805 | $2.2B | 0.67% | |
| 49 | DFSVDIMENSIONAL ETF TRUST | 74,376 | $2.1B | 0.64% | |
| 50 | ABTABBOTT LABS | 14,917 | $2.0B | 0.61% | |
| 51 | AVDEAMERICAN CENTY ETF TR | 29,576 | $2.0B | 0.60% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,496 | $1.9B | 0.57% | |
| 53 | DFLVDIMENSIONAL ETF TRUST | 59,332 | $1.8B | 0.56% | |
| 54 | AONAON PLC | 4,426 | $1.8B | 0.54% | |
| 55 | VBRVANGUARD INDEX FDS | 9,475 | $1.8B | 0.54% | |
| 56 | MSFTMICROSOFT CORP | 4,577 | $1.7B | 0.53% | |
| 57 | AMZNAMAZON COM INC | 8,866 | $1.7B | 0.52% | |
| 58 | IXCISHARES TR | 39,150 | $1.6B | 0.51% | |
| 59 | AGGISHARES TR | 16,013 | $1.6B | 0.49% | |
| 60 | IJHISHARES TR | 26,593 | $1.6B | 0.48% | |
| 61 | AVSFAMERICAN CENTY ETF TR | 31,458 | $1.5B | 0.45% | |
| 62 | REETISHARES TR | 58,663 | $1.4B | 0.44% | |
| 63 | AVUVAMERICAN CENTY ETF TR | 16,217 | $1.4B | 0.43% | |
| 64 | XOMEXXON MOBIL CORP | 11,632 | $1.4B | 0.42% | |
| 65 | VDEVANGUARD WORLD FD | 9,699 | $1.3B | 0.39% | |
| 66 | AVDVAMERICAN CENTY ETF TR | 18,007 | $1.3B | 0.39% | |
| 67 | EFAISHARES TR | 14,824 | $1.2B | 0.37% | |
| 68 | IVVISHARES TR | 2,125 | $1.2B | 0.37% | |
| 69 | BNDVANGUARD BD INDEX FDS | 15,765 | $1.2B | 0.36% | |
| 70 | VTIPVANGUARD MALVERN FDS | 23,180 | $1.2B | 0.36% | |
| 71 | SLQDISHARES TR | 21,972 | $1.1B | 0.34% | |
| 72 | SCHPSCHWAB STRATEGIC TR | 40,205 | $1.1B | 0.33% | |
| 73 | DFARDIMENSIONAL ETF TRUST | 45,214 | $1.1B | 0.33% | |
| 74 | MCDMCDONALDS CORP | 3,385 | $1.1B | 0.32% | |
| 75 | VVVANGUARD INDEX FDS | 4,096 | $1.1B | 0.32% | |
| 76 | GNRSPDR INDEX SHS FDS | 19,588 | $1.0B | 0.32% | |
| 77 | SCHDSCHWAB STRATEGIC TR | 36,719 | $1.0B | 0.32% | |
| 78 | IAGGISHARES TR | 20,034 | $1.0B | 0.31% | |
| 79 | VWOVANGUARD INTL EQUITY INDEX F | 21,158 | $957.6M | 0.29% | |
| 80 | VNQIVANGUARD INTL EQUITY INDEX F | 22,378 | $905.4M | 0.28% | |
| 81 | GOOGALPHABET INC | 5,764 | $900.5M | 0.28% | |
| 82 | SCORCOMSCORE INC | 126,656 | $870.1M | 0.27% | |
| 83 | KRKROGER CO | 12,047 | $815.5M | 0.25% | |
| 84 | IXUSISHARES TR | 10,845 | $757.1M | 0.23% | |
| 85 | ICSHISHARES TR | 14,870 | $753.9M | 0.23% | |
| 86 | EFVISHARES TR | 12,590 | $742.1M | 0.23% | |
| 87 | DVDOUBLEVERIFY HLDGS INC | 54,774 | $732.3M | 0.22% | |
| 88 | GUNRFLEXSHARES TR | 17,694 | $686.7M | 0.21% | |
| 89 | NDQINVESCO QQQ TR | 1,439 | $674.8M | 0.21% | |
| 90 | XLESELECT SECTOR SPDR TR | 6,997 | $653.8M | 0.20% | |
| 91 | JPMJPMORGAN CHASE & CO. | 2,630 | $645.1M | 0.20% | |
| 92 | ICLNISHARES TR | 54,042 | $617.2M | 0.19% | |
| 93 | VYMIVANGUARD WHITEHALL FDS | 8,336 | $614.3M | 0.19% | |
| 94 | IASINTEGRAL AD SCIENCE HLDNG CO | 74,404 | $599.7M | 0.18% | |
| 95 | DUHPDIMENSIONAL ETF TRUST | 17,875 | $592.4M | 0.18% | |
| 96 | STIPISHARES TR | 5,641 | $583.7M | 0.18% | |
| 97 | WMWASTE MGMT INC DEL | 2,460 | $569.5M | 0.17% | |
| 98 | IFRAISHARES TR | 12,620 | $568.8M | 0.17% | |
| 99 | SCHCSCHWAB STRATEGIC TR | 15,783 | $566.3M | 0.17% | |
| 100 | VVISA INC | 1,604 | $562.2M | 0.17% |
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