Clune & Associates, Ltd.
- SEC CIK
- 0002055816
- 最新申報
- 2026/7/7
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位。
- 持股檔數
- 136
- 2024 年第 3 季沒有申報
- 總值
- $3.01 億
- 2024 年第 3 季沒有申報
Clune & Associates, Ltd. 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 422,995 | $1,731 萬 | 5.7% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 213,985 | $1,393 萬 | 4.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,374 | $1,253 萬 | 4.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 307,854 | $1,092 萬 | 3.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 137,580 | $1,063 萬 | 3.5% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 220,193 | $1,032 萬 | 3.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 118,057 | $921.0 萬 | 3.1% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 231,536 | $800.9 萬 | 2.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,543 | $783.6 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 29,139 | $729.7 萬 | 2.4% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 135,677 | $648.1 萬 | 2.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 106,295 | $626.4 萬 | 2.1% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 81,769 | $546.0 萬 | 1.8% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 220,254 | $540.8 萬 | 1.8% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 59,909 | $533.4 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 20,008 | $528.5 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,438 | $447.6 萬 | 1.5% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 94,113 | $401.0 萬 | 1.3% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 79,086 | $400.1 萬 | 1.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 29,452 | $395.5 萬 | 1.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,087 | $392.7 萬 | 1.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 78,993 | $387.5 萬 | 1.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 31,747 | $363.4 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 137,070 | $359.0 萬 | 1.2% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 103,571 | $353.6 萬 | 1.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 19,163 | $340.5 萬 | 1.1% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 60,746 | $338.1 萬 | 1.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 36,289 | $323.3 萬 | 1.1% | – | – | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 61,477 | $319.1 萬 | 1.1% | – | – | – |
| iShares Tr464287374 | NORTH AMERN NAT | 73,463 | $313.9 萬 | 1.0% | – | – | – |
| CATCaterpillar Inc | Stock | 8,497 | $308.3 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,384 | $297.6 萬 | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 27,792 | $296.1 萬 | 1.0% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 27,661 | $291.8 萬 | 1.0% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 63,072 | $255.4 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 42,009 | $247.0 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 38,467 | $245.2 萬 | 0.8% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 23,561 | $236.4 萬 | 0.8% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 40,369 | $231.8 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 74,072 | $228.0 萬 | 0.8% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 35,580 | $224.7 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 76,424 | $223.2 萬 | 0.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,089 | $218.0 萬 | 0.7% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 86,710 | $215.6 萬 | 0.7% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 48,126 | $201.3 萬 | 0.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 38,700 | $200.1 萬 | 0.7% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 76,925 | $195.2 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,584 | $193.2 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 45,622 | $188.3 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,367 | $185.6 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 58,988 | $177.1 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 27,427 | $168.3 萬 | 0.6% | – | – | – |
| ABTAbbott Laboratories | Stock | 14,541 | $164.5 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,398 | $162.3 萬 | 0.5% | – | – | 歷史 |
| AONAon plc | CL A | 4,483 | $161.0 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,509 | $159.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,890 | $154.0 萬 | 0.5% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 15,831 | $152.8 萬 | 0.5% | – | – | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 30,900 | $142.6 萬 | 0.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 22,767 | $141.9 萬 | 0.5% | – | – | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 35,403 | $135.2 萬 | 0.4% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 53,274 | $127.7 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,160 | $127.2 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,730 | $126.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 9,593 | $116.4 萬 | 0.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16,075 | $115.6 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 14,934 | $112.9 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 17,149 | $111.6 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,055 | $109.4 萬 | 0.4% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 21,964 | $109.2 萬 | 0.4% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 22,016 | $106.6 萬 | 0.4% | – | – | – |
| IASIntegral Ad Science Holding Corp. | COM | 99,324 | $103.7 萬 | 0.3% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 38,168 | $98.6 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,385 | $98.1 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 39,626 | $92.2 萬 | 0.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,964 | $90.1 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,203 | $89.0 萬 | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 17,855 | $88.8 萬 | 0.3% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 16,469 | $82.2 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 20,611 | $81.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,117 | $78.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 14,780 | $74.5 萬 | 0.2% | – | – | – |
| SCORComscore, Inc. | COM NEW | 126,656 | $74.0 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,439 | $73.6 萬 | 0.2% | – | – | – |
| KRKroger Co | Stock | 11,987 | $73.3 萬 | 0.2% | – | – | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 60,781 | $69.2 萬 | 0.2% | – | – | – |
| DVDoubleVerify Holdings, Inc. | COM | 35,202 | $67.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 12,590 | $66.1 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,673 | $64.1 萬 | 0.2% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 17,559 | $63.8 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 17,872 | $60.4 萬 | 0.2% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,028 | $59.7 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 10,543 | $57.3 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,629 | $56.8 萬 | 0.2% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,307 | $56.4 萬 | 0.2% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 11,874 | $55.0 萬 | 0.2% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 15,690 | $53.9 萬 | 0.2% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,246 | $52.8 萬 | 0.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,342 | $52.0 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,604 | $50.7 萬 | 0.2% | – | – | 歷史 |