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.
CLUNE & ASSOCIATES, LTD. (CIK 2055816) reported $531.7M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUV ($34.8M, 6.55%), DFIV ($23.3M, 4.39%), VOO ($22.3M, 4.19%), BSV ($18.8M, 3.54%), DFSD ($17.3M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $34.8M | 6.55% | 718,370 | Added |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $23.3M | 4.39% | 441,858 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $22.3M | 4.19% | 37,287 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $18.8M | 3.54% | 240,073 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $17.3M | 3.25% | 361,141 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $16.9M | 3.19% | 238,166 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $16.2M | 3.04% | 209,746 | Added |
| 8 | IJR | ISHARES TR | $15.6M | 2.93% | 125,220 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $14.7M | 2.76% | 185,081 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $14.3M | 2.70% | 22,037 | Trimmed |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $13.8M | 2.60% | 410,737 | Added |
| 12 | ISTB | ISHARES TR | $13.3M | 2.50% | 274,123 | Added |
| 13 | DFSV | DIMENSIONAL ETF TRUST | $12.2M | 2.29% | 348,003 | Added |
| 14 | EMB | ISHARES TR | $11.0M | 2.06% | 116,848 | Added |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $10.9M | 2.05% | 315,453 | Added |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $10.2M | 1.92% | 212,023 | Added |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $9.6M | 1.80% | 245,839 | Added |
| 18 | VTIP | VANGUARD MALVERN FDS | $9.5M | 1.79% | 191,038 | Added |
| 19 | VTV | VANGUARD INDEX FDS | $8.6M | 1.62% | 43,901 | Added |
| 20 | AAPL | APPLE INC | $8.5M | 1.60% | 33,591 | Added |
| 21 | AVLV | AMERICAN CENTY ETF TR | $7.5M | 1.41% | 93,153 | Trimmed |
| 22 | AVDV | AMERICAN CENTY ETF TR | $6.7M | 1.25% | 66,599 | Added |
| 23 | IGE | ISHARES TR | $6.1M | 1.15% | 96,957 | Added |
| 24 | AVIV | AMERICAN CENTY ETF TR | $6.1M | 1.14% | 80,902 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $5.9M | 1.12% | 8,395 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31