CLUNE & ASSOCIATES, LTD.

Est. AUM

$531.1M

13F long equity, this entity only

Positions

160

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$34.8M	718370	6.55%	SOLE
2	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$23.3M	441858	4.39%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$22.3M	37287	4.20%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$18.8M	240073	3.54%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$17.3M	361141	3.26%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$16.9M	238166	3.19%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$16.2M	209746	3.05%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$15.6M	125220	2.93%	SOLE
9	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$14.7M	185081	2.76%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.3M	22037	2.70%	SOLE
11	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$13.8M	410737	2.60%	SOLE
12	ISHARES TR	CORE 1 5 YR USD	$13.3M	274123	2.50%	SOLE
13	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$12.2M	348003	2.30%	SOLE
14	ISHARES TR	JPMORGAN USD EMG	$11.0M	116848	2.07%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.9M	315453	2.05%	SOLE
16	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.2M	212023	1.92%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.6M	245839	1.80%	SOLE
18	VANGUARD MALVERN FDS	STRM INFPROIDX	$9.5M	191038	1.80%	SOLE
19	VANGUARD INDEX FDS	VALUE ETF	$8.6M	43901	1.62%	SOLE
20	APPLE INC	COM	$8.5M	33591	1.61%	SOLE
21	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.5M	93153	1.41%	SOLE
22	AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.7M	66599	1.25%	SOLE
23	ISHARES TR	NORTH AMERN NAT	$6.1M	96957	1.15%	SOLE
24	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$6.1M	80902	1.14%	SOLE
25	CATERPILLAR INC	COM	$5.9M	8395	1.12%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL A	$5.7M	8	1.08%	SOLE
27	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$5.6M	119760	1.05%	SOLE
28	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.1M	57578	0.96%	SOLE
29	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.0M	80653	0.95%	SOLE
30	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.9M	68883	0.92%	SOLE
31	VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	18433	0.91%	SOLE
32	VANGUARD INDEX FDS	MID CAP ETF	$4.7M	16504	0.89%	SOLE
33	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$4.6M	91252	0.87%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.6M	31560	0.87%	SOLE
35	ISHARES TR	GLOBAL ENERG ETF	$4.3M	74287	0.81%	SOLE
36	ABBVIE INC	COM	$4.2M	19331	0.79%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.2M	52000	0.79%	SOLE
38	NVIDIA CORPORATION	COM	$4.2M	23885	0.78%	SOLE
39	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.9M	113725	0.73%	SOLE
40	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.7M	56461	0.70%	SOLE
41	ISHARES TR	SHRT NAT MUN ETF	$3.3M	31451	0.63%	SOLE
42	ISHARES TR	MSCI EMG MKT ETF	$3.2M	57109	0.61%	SOLE
43	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.2M	43110	0.61%	SOLE
44	ISHARES TR	0-5YR HI YL CP	$3.2M	75442	0.60%	SOLE
45	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.2M	41726	0.59%	SOLE
46	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.0M	88499	0.56%	SOLE
47	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.9M	65155	0.55%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$2.8M	41415	0.53%	SOLE
49	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.7M	32190	0.51%	SOLE
50	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.7M	76318	0.51%	SOLE

1–50 of 160

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.