Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cloud Capital Management, LLC (CIK 2060492) reported $229.4M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($34.4M, 15.01%), AAPL ($11.9M, 5.18%), DFIC ($11.2M, 4.89%), AVUS ($8.9M, 3.90%), SCHR ($8.9M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $34.4M | 15.01% | 886,200 | Added |
| 2 | AAPL | APPLE INC COM | $11.9M | 5.18% | 46,835 | Trimmed |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $11.2M | 4.89% | 315,978 | Added |
| 4 | AVUS | AVANTIS U.S. EQUITY ETF | $8.9M | 3.90% | 80,467 | Added |
| 5 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $8.9M | 3.86% | 355,677 | Added |
| 6 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $8.5M | 3.72% | 251,277 | Trimmed |
| 7 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $8.4M | 3.68% | 347,705 | Trimmed |
| 8 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $7.7M | 3.34% | 69,287 | Added |
| 9 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $6.9M | 3.03% | 138,963 | Trimmed |
| 10 | GOOG | ALPHABET INC CAP STK CL C | $6.8M | 2.97% | 23,738 | Added |
| 11 | DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | $6.1M | 2.68% | 85,246 | Trimmed |
| 12 | MSFT | MICROSOFT CORP COM | $5.7M | 2.50% | 21,790 | Added |
| 13 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $5.2M | 2.27% | 150,562 | Added |
| 14 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $4.4M | 1.92% | 52,672 | Added |
| 15 | SCHP | SCHWAB US TIPS ETF | $4.3M | 1.86% | 160,022 | Trimmed |
| 16 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $4.3M | 1.86% | 109,443 | Added |
| 17 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.1M | 1.80% | 49,955 | New |
| 18 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $3.8M | 1.64% | 37,607 | Added |
| 19 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3.5M | 1.53% | 46,745 | Trimmed |
| 20 | VTV | VANGUARD VALUE ETF | $3.5M | 1.52% | 17,806 | Added |
| 21 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $3.5M | 1.52% | 71,760 | Added |
| 22 | QQQ | INVESCO QQQ TRUST SERIES I | $3.5M | 1.52% | 6,034 | Added |
| 23 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $3.4M | 1.50% | 43,441 | Added |
| 24 | AMZN | AMAZON COM INC COM | $3.1M | 1.36% | 15,028 | Added |
| 25 | VOO | VANGUARD S&P 500 ETF | $2.9M | 1.25% | 4,799 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31