CLUNE & ASSOCIATES, LTD. Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$365.3B
Holdings
156
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUVDIMENSIONAL ETF TRUST | 473,382 | $20.0B | 5.48% | |
| 2 | DFIVDIMENSIONAL ETF TRUST | 354,668 | $15.2B | 4.16% | |
| 3 | DFASDIMENSIONAL ETF TRUST | 234,180 | $14.9B | 4.08% | |
| 4 | SPYSPDR S&P 500 ETF TR | 22,739 | $14.0B | 3.85% | |
| 5 | BSVVANGUARD BD INDEX FDS | 166,762 | $13.1B | 3.59% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 268,192 | $12.9B | 3.52% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 134,414 | $10.7B | 2.93% | |
| 8 | VOOVANGUARD INDEX FDS | 17,139 | $9.7B | 2.67% | |
| 9 | VXUSVANGUARD STAR FDS | 126,955 | $8.8B | 2.40% | |
| 10 | DFACDIMENSIONAL ETF TRUST | 229,981 | $8.2B | 2.26% | |
| 11 | DFISDIMENSIONAL ETF TRUST | 254,682 | $7.6B | 2.08% | |
| 12 | ISTBISHARES TR | 149,720 | $7.3B | 1.99% | |
| 13 | BRK-BBERKSHIRE HATHAWAY INC DEL | 9 | $6.6B | 1.80% | |
| 14 | VTVVANGUARD INDEX FDS | 35,384 | $6.3B | 1.71% | |
| 15 | AVLVAMERICAN CENTY ETF TR | 91,378 | $6.2B | 1.71% | |
| 16 | EMBISHARES TR | 67,038 | $6.2B | 1.70% | |
| 17 | VOVANGUARD INDEX FDS | 21,667 | $6.1B | 1.66% | |
| 18 | AAPLAPPLE INC | 27,633 | $5.7B | 1.55% | |
| 19 | IJRISHARES TR | 50,112 | $5.5B | 1.50% | |
| 20 | FNDCSCHWAB STRATEGIC TR | 120,515 | $5.1B | 1.39% | |
| 21 | DFEMDIMENSIONAL ETF TRUST | 170,334 | $5.1B | 1.38% | |
| 22 | BNDXVANGUARD CHARLOTTE FDS | 90,574 | $4.5B | 1.23% | |
| 23 | DUSBDIMENSIONAL ETF TRUST | 87,981 | $4.5B | 1.22% | |
| 24 | SHYGISHARES TR | 102,484 | $4.4B | 1.21% | |
| 25 | VSSVANGUARD INTL EQUITY INDEX F | 32,362 | $4.3B | 1.19% | |
| 26 | DFATDIMENSIONAL ETF TRUST | 75,964 | $4.1B | 1.12% | |
| 27 | AVIVAMERICAN CENTY ETF TR | 63,104 | $3.9B | 1.08% | |
| 28 | NVDANVIDIA CORPORATION | 24,147 | $3.8B | 1.04% | |
| 29 | VNQVANGUARD INDEX FDS | 42,570 | $3.8B | 1.04% | |
| 30 | SUBISHARES TR | 33,627 | $3.6B | 0.98% | |
| 31 | VBVANGUARD INDEX FDS | 14,877 | $3.5B | 0.97% | |
| 32 | IGEISHARES TR | 79,417 | $3.5B | 0.96% | |
| 33 | SGOVISHARES TR | 33,611 | $3.4B | 0.93% | |
| 34 | ABBVABBVIE INC | 18,102 | $3.4B | 0.92% | |
| 35 | CATCATERPILLAR INC | 8,515 | $3.3B | 0.90% | |
| 36 | DFAUDIMENSIONAL ETF TRUST | 74,242 | $3.1B | 0.86% | |
| 37 | VEUVANGUARD INTL EQUITY INDEX F | 45,780 | $3.1B | 0.84% | |
| 38 | AVEMAMERICAN CENTY ETF TR | 43,440 | $3.0B | 0.82% | |
| 39 | DFCFDIMENSIONAL ETF TRUST | 66,625 | $2.8B | 0.77% | |
| 40 | DFUSDIMENSIONAL ETF TRUST | 41,170 | $2.8B | 0.76% | |
| 41 | DFAEDIMENSIONAL ETF TRUST | 93,855 | $2.7B | 0.74% | |
| 42 | VWOBVANGUARD WHITEHALL FDS | 41,504 | $2.7B | 0.74% | |
| 43 | DFAXDIMENSIONAL ETF TRUST | 92,242 | $2.7B | 0.74% | |
| 44 | EEMISHARES TR | 55,389 | $2.7B | 0.73% | |
| 45 | DFSVDIMENSIONAL ETF TRUST | 89,955 | $2.6B | 0.72% | |
| 46 | DFAIDIMENSIONAL ETF TRUST | 72,731 | $2.5B | 0.69% | |
| 47 | MSFTMICROSOFT CORP | 4,984 | $2.5B | 0.68% | |
| 48 | IGSBISHARES TR | 43,555 | $2.3B | 0.63% | |
| 49 | VYMVANGUARD WHITEHALL FDS | 17,123 | $2.3B | 0.62% | |
| 50 | AVDEAMERICAN CENTY ETF TR | 29,316 | $2.2B | 0.59% | |
| 51 | ABTABBOTT LABS | 14,794 | $2.0B | 0.55% | |
| 52 | IXCISHARES TR | 51,207 | $2.0B | 0.55% | |
| 53 | DFLVDIMENSIONAL ETF TRUST | 63,554 | $2.0B | 0.54% | |
| 54 | AMZNAMAZON COM INC | 8,832 | $1.9B | 0.53% | |
| 55 | VBRVANGUARD INDEX FDS | 9,865 | $1.9B | 0.53% | |
| 56 | IJHISHARES TR | 29,190 | $1.8B | 0.50% | |
| 57 | MUBISHARES TR | 16,308 | $1.7B | 0.47% | |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,421 | $1.7B | 0.45% | |
| 59 | IVVISHARES TR | 2,638 | $1.6B | 0.45% | |
| 60 | REETISHARES TR | 64,780 | $1.6B | 0.44% | |
| 61 | AGGISHARES TR | 16,042 | $1.6B | 0.44% | |
| 62 | AVUVAMERICAN CENTY ETF TR | 17,159 | $1.6B | 0.43% | |
| 63 | AVSFAMERICAN CENTY ETF TR | 32,879 | $1.5B | 0.42% | |
| 64 | AONAON PLC | 4,245 | $1.5B | 0.41% | |
| 65 | AVDVAMERICAN CENTY ETF TR | 17,902 | $1.4B | 0.39% | |
| 66 | VVVANGUARD INDEX FDS | 4,686 | $1.3B | 0.37% | |
| 67 | EFAISHARES TR | 14,822 | $1.3B | 0.36% | |
| 68 | BNDVANGUARD BD INDEX FDS | 17,182 | $1.3B | 0.35% | |
| 69 | XOMEXXON MOBIL CORP | 11,572 | $1.2B | 0.34% | |
| 70 | VDEVANGUARD WORLD FD | 9,920 | $1.2B | 0.32% | |
| 71 | DFARDIMENSIONAL ETF TRUST | 49,289 | $1.2B | 0.32% | |
| 72 | VTIPVANGUARD MALVERN FDS | 22,340 | $1.1B | 0.31% | |
| 73 | SLQDISHARES TR | 21,691 | $1.1B | 0.30% | |
| 74 | ICSHISHARES TR | 21,432 | $1.1B | 0.30% | |
| 75 | SCHPSCHWAB STRATEGIC TR | 40,660 | $1.1B | 0.30% | |
| 76 | VNQIVANGUARD INTL EQUITY INDEX F | 22,732 | $1.0B | 0.29% | |
| 77 | VWOVANGUARD INTL EQUITY INDEX F | 21,206 | $1.0B | 0.29% | |
| 78 | GNRSPDR INDEX SHS FDS | 19,261 | $1.0B | 0.29% | |
| 79 | EFVISHARES TR | 16,282 | $1.0B | 0.28% | |
| 80 | IAGGISHARES TR | 20,073 | $1.0B | 0.28% | |
| 81 | GOOGALPHABET INC | 5,766 | $1.0B | 0.28% | |
| 82 | SCHDSCHWAB STRATEGIC TR | 38,455 | $1.0B | 0.28% | |
| 83 | MCDMCDONALDS CORP | 3,375 | $986.2M | 0.27% | |
| 84 | NDQINVESCO QQQ TR | 1,693 | $933.8M | 0.26% | |
| 85 | JPMJPMORGAN CHASE & CO. | 3,162 | $916.7M | 0.25% | |
| 86 | IXUSISHARES TR | 11,601 | $896.9M | 0.25% | |
| 87 | VTEBVANGUARD MUN BD FDS | 17,828 | $874.1M | 0.24% | |
| 88 | KRKROGER CO | 12,104 | $868.2M | 0.24% | |
| 89 | IASINTEGRAL AD SCIENCE HLDNG CO | 97,290 | $808.5M | 0.22% | |
| 90 | DVDOUBLEVERIFY HLDGS INC | 51,728 | $774.4M | 0.21% | |
| 91 | AVSCAMERICAN CENTY ETF TR | 14,538 | $749.7M | 0.21% | |
| 92 | ICLNISHARES TR | 56,176 | $736.5M | 0.20% | |
| 93 | GUNRFLEXSHARES TR | 18,019 | $722.8M | 0.20% | |
| 94 | SCHCSCHWAB STRATEGIC TR | 15,803 | $673.1M | 0.18% | |
| 95 | VYMIVANGUARD WHITEHALL FDS | 8,170 | $654.5M | 0.18% | |
| 96 | IFRAISHARES TR | 13,054 | $642.1M | 0.18% | |
| 97 | DUHPDIMENSIONAL ETF TRUST | 17,878 | $635.7M | 0.17% | |
| 98 | STIPISHARES TR | 6,170 | $635.0M | 0.17% | |
| 99 | SCORCOMSCORE INC | 126,656 | $610.5M | 0.17% | |
| 100 | VVISA INC | 1,699 | $603.3M | 0.17% |
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