Cloud Capital Management, LLC

Est. AUM

$229.4M

13F long equity, this entity only

Positions

105

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL U.S. CORE EQUITY 2 ETF	Exchange Traded Fund	$34.4M	886200	15.01%	SOLE
2	APPLE INC COM	Common Stock	$11.9M	46835	5.18%	SOLE
3	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	Exchange Traded Fund	$11.2M	315978	4.89%	SOLE
4	AVANTIS U.S. EQUITY ETF	Exchange Traded Fund	$8.9M	80467	3.90%	SOLE
5	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	Exchange Traded Fund	$8.9M	355677	3.86%	SOLE
6	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	Exchange Traded Fund	$8.5M	251277	3.72%	SOLE
7	SCHWAB SHORT-TERM US TREASURY ETF	Exchange Traded Fund	$8.4M	347705	3.68%	SOLE
8	AVANTIS U.S. SMALL CAP VALUE ETF	Exchange Traded Fund	$7.7M	69287	3.34%	SOLE
9	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	Exchange Traded Fund	$6.9M	138963	3.03%	SOLE
10	ALPHABET INC CAP STK CL C	Common Stock	$6.8M	23738	2.97%	SOLE
11	DIMENSIONAL US CORE EQUITY 1 ETF	Exchange Traded Fund	$6.1M	85246	2.68%	SOLE
12	MICROSOFT CORP COM	Common Stock	$5.7M	21790	2.50%	SOLE
13	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	Exchange Traded Fund	$5.2M	150562	2.27%	SOLE
14	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	Exchange Traded Fund	$4.4M	52672	1.92%	SOLE
15	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	Exchange Traded Fund	$4.3M	109443	1.86%	SOLE
16	SCHWAB US TIPS ETF	Exchange Traded Fund	$4.3M	160022	1.86%	SOLE
17	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	Exchange Traded Fund	$4.1M	49955	1.80%	SOLE
18	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	Exchange Traded Fund	$3.8M	37607	1.64%	SOLE
19	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	Exchange Traded Fund	$3.5M	46745	1.53%	SOLE
20	VANGUARD VALUE ETF	Exchange Traded Fund	$3.5M	17806	1.52%	SOLE
21	INVESCO QQQ TRUST SERIES I	Exchange Traded Fund	$3.5M	6034	1.52%	SOLE
22	DIMENSIONAL US MARKETWIDE VALUE ETF	Exchange Traded Fund	$3.5M	71760	1.52%	SOLE
23	VANGUARD SHORT-TERM CORPORATE BOND ETF	Exchange Traded Fund	$3.4M	43441	1.50%	SOLE
24	AMAZON COM INC COM	Common Stock	$3.1M	15028	1.36%	SOLE
25	DIMENSIONAL U.S. SMALL CAP ETF	Exchange Traded Fund	$2.9M	40477	1.25%	SOLE
26	VANGUARD S&P 500 ETF	Exchange Traded Fund	$2.9M	4799	1.25%	SOLE
27	ISHARES RUSSELL 1000 GROWTH ETF	Exchange Traded Fund	$2.7M	6409	1.19%	SOLE
28	DIMENSIONAL INTERNATIONAL VALUE ETF	Exchange Traded Fund	$2.5M	46798	1.07%	SOLE
29	AVANTIS U.S. LARGE CAP VALUE ETF	Exchange Traded Fund	$2.1M	25655	0.90%	SOLE
30	VANGUARD TOTAL STOCK MARKET ETF	Exchange Traded Fund	$1.9M	6088	0.85%	SOLE
31	NVIDIA CORPORATION COM	Common Stock	$1.8M	10108	0.77%	SOLE
32	DIMENSIONAL US SMALL CAP VALUE ETF	Exchange Traded Fund	$1.7M	49257	0.75%	SOLE
33	DIMENSIONAL CORE FIXED INCOME ETF	Exchange Traded Fund	$1.6M	37720	0.69%	SOLE
34	TESLA INC COM	Common Stock	$1.4M	3824	0.62%	SOLE
35	SCHWAB U.S. LARGE-CAP GROWTH ETF	Exchange Traded Fund	$1.4M	46368	0.59%	SOLE
36	META PLATFORMS INC CL A	Common Stock	$1.1M	1988	0.50%	SOLE
37	ALPHABET INC CAP STK CL A	Common Stock	$1.1M	3927	0.49%	SOLE
38	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	Exchange Traded Fund	$1.1M	23477	0.48%	SOLE
39	DIMENSIONAL US CORE EQUITY MARKET ETF	Exchange Traded Fund	$1.1M	23981	0.47%	SOLE
40	VISA INC COM CL A	Common Stock	$984K	3256	0.43%	SOLE
41	AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF	Exchange Traded Fund	$949K	13225	0.41%	SOLE
42	JPMORGAN BETABUILDERS JAPAN ETF	Exchange Traded Fund	$945K	13723	0.41%	SOLE
43	IREN LIMITED ORDINARY SHARES	Common Stock	$922K	26920	0.40%	SOLE
44	VANGUARD FTSE EMERGING MARKETS ETF	Exchange Traded Fund	$912K	16906	0.40%	SOLE
45	AVANTIS EMERGING MARKETS EQUITY ETF	Exchange Traded Fund	$848K	10536	0.37%	SOLE
46	DIMENSIONAL U.S. TARGETED VALUE ETF	Exchange Traded Fund	$834K	13371	0.36%	SOLE
47	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	Exchange Traded Fund	$824K	16699	0.36%	SOLE
48	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	Exchange Traded Fund	$818K	15596	0.36%	SOLE
49	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	Exchange Traded Fund	$781K	23078	0.34%	SOLE
50	AVANTIS EMERGING MARKETS VALUE ETF	Exchange Traded Fund	$726K	12116	0.32%	SOLE

1–50 of 105

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