Investor
CLUNE & ASSOCIATES, LTD.
CIK 0002055816 · filed 2026-04-20 · SEC filing
13F book
$531.7M
Positions
162
14 new · 18 sold
Largest name
6.5%
Dimensional Etf Trust
Est. mark
$7.12M
Price effect on 148 names still held. Flow $61.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 718.4K | $34.8M | 6.5% | $1.01M | Added$9.65M |
| Dimensional Etf Trust | — | 441.9K | $23.3M | 4.4% | $1.13M | Added$3.73M |
| Vanguard Index Fds | — | 37.3K | $22.3M | 4.2% | −$671.4K | Added$8.05M |
| Vanguard Bd Index Fds | — | 240.1K | $18.8M | 3.5% | −$87.1K | Added$1.67M |
| Dimensional Etf Trust | — | 361.1K | $17.3M | 3.3% | −$21.9K | Added$2.31M |
| Dimensional Etf Trust | — | 238.2K | $16.9M | 3.2% | $347.7K | Cut−$780.4K |
| Vanguard Star Fds | — | 209.7K | $16.2M | 3.0% | $255.8K | Added$4.62M |
| Ishares Tr | — | 125.2K | $15.6M | 2.9% | $257.5K | Added$8.07M |
| Vanguard Scottsdale Fds | — | 185.1K | $14.7M | 2.8% | −$71.7K | Added$2.25M |
| Spdr S&P 500 Etf Tr | — | 22K | $14.3M | 2.7% | −$696.2K | Cut−$2.05M |
| Dimensional Etf Trust | — | 410.7K | $13.8M | 2.6% | $198.4K | Added$4.88M |
| Ishares Tr | — | 274.1K | $13.3M | 2.5% | −$58.4K | Added$3.47M |
| Dimensional Etf Trust | — | 348K | $12.2M | 2.3% | $227K | Added$8.72M |
| Ishares Tr | — | 116.8K | $11M | 2.1% | −$168.1K | Added$4.09M |
| Dimensional Etf Trust | — | 315.5K | $10.9M | 2.1% | $309.2K | Added$3.94M |
| Vanguard Charlotte Fds | — | 212K | $10.2M | 1.9% | −$29.1K | Added$4.98M |
| Dimensional Etf Trust | — | 245.8K | $9.55M | 1.8% | −$174.7K | Added$78.6K |
| Vanguard Malvern Fds | — | 191K | $9.54M | 1.8% | $11.8K | Added$8.36M |
| Vanguard Index Fds | — | 43.9K | $8.61M | 1.6% | $210.9K | Added$880.1K |
| Apple Inc. | AAPL | 33.6K | $8.53M | 1.6% | −$603.2K | Added−$551.9K |
| American Centy Etf Tr | — | 93.2K | $7.51M | 1.4% | $450.9K | Cut−$1.13M |
| American Centy Etf Tr | — | 66.6K | $6.65M | 1.3% | $162.1K | Added$4.06M |
| Ishares Tr | — | 97K | $6.1M | 1.1% | $1.14M | Added$1.6M |
| American Centy Etf Tr | — | 80.9K | $6.05M | 1.1% | $291.3K | Cut−$461K |
| Caterpillar Inc | CAT | 8.39K | $5.95M | 1.1% | $1.14M | Cut$1.1M |
| Berkshire Hathaway Inc Del | — | 8 | $5.75M | 1.1% | −$293.3K | Cut−$1.05M |
| Schwab Strategic Tr | — | 119.8K | $5.55M | 1.0% | $216.8K | Cut−$1.23M |
| Vanguard Index Fds | — | 57.6K | $5.11M | 1.0% | $10K | Added$878.1K |
| Dimensional Etf Trust | — | 80.7K | $5.04M | 0.9% | $234.7K | Cut−$245.1K |
| Dimensional Etf Trust | — | 68.9K | $4.88M | 0.9% | −$206K | Added$197.5K |
| Vanguard Index Fds | — | 18.4K | $4.83M | 0.9% | $73.2K | Cut−$283.8K |
| Vanguard Index Fds | — | 16.5K | $4.74M | 0.9% | −$50.2K | Cut−$1.97M |
| Dimensnl Ultrashrt Fixed | — | 91.3K | $4.63M | 0.9% | $5.48K | Cut−$820.9K |
| Vanguard Intl Equity Index F | — | 31.6K | $4.6M | 0.9% | $77.7K | Cut−$1.2M |
| Ishares Tr | — | 74.3K | $4.28M | 0.8% | $979.9K | Added$1.66M |
| AbbVie Inc. | ABBV | 19.3K | $4.2M | 0.8% | −$202.8K | Added−$8.14K |
| American Centy Etf Tr | — | 52K | $4.19M | 0.8% | $185.2K | Cut−$280.7K |
| Nvidia Corp | NVDA | 23.9K | $4.17M | 0.8% | −$289K | Cut−$292.7K |
| Dimensional Etf Trust | — | 113.7K | $3.86M | 0.7% | $130.8K | Added$410.6K |
| Vanguard Whitehall Fds | — | 56.5K | $3.71M | 0.7% | −$98.2K | Cut−$418.6K |
| Ishares Tr | — | 31.5K | $3.35M | 0.6% | −$6.27K | Cut−$1.06M |
| Ishares Tr | — | 57.1K | $3.24M | 0.6% | $118.8K | Cut$54.4K |
| Vanguard Intl Equity Index F | — | 43.1K | $3.24M | 0.6% | $66.4K | Cut−$621.4K |
| Ishares Tr | — | 75.4K | $3.19M | 0.6% | −$42.2K | Cut−$1.48M |
| Vanguard Instl Index Fd | — | 41.7K | $3.16M | 0.6% | $1.99K | Added$2.48M |
| Dimensional Etf Trust | — | 88.5K | $3M | 0.6% | $114.2K | Cut−$712.7K |
| Vanguard Intl Equity Index F | — | 65.2K | $2.9M | 0.5% | −$45.7K | Added$1.39M |
| Ishares Tr | — | 41.4K | $2.8M | 0.5% | $61.5K | Added$142.9K |
| American Centy Etf Tr | — | 32.2K | $2.73M | 0.5% | $81.1K | Cut$69.4K |
| Dimensional Etf Trust | — | 76.3K | $2.73M | 0.5% | $111.2K | Added$189.8K |
| Ishares Tr | — | 4.13K | $2.7M | 0.5% | −$81.9K | Added$930.6K |
| Vanguard Index Fds | — | 12.2K | $2.66M | 0.5% | $61.7K | Added$263.7K |
| Dimensional Etf Trust | — | 59.6K | $2.52M | 0.5% | −$20.3K | Cut−$762.1K |
| Ishares 0-3 Month | — | 24.8K | $2.49M | 0.5% | $6.92K | Cut−$1.36M |
| Dimensional Etf Trust | — | 54.4K | $2.46M | 0.5% | −$91.5K | Cut−$827.5K |
| Exxon Mobil Corp | — | 14.3K | $2.43M | 0.5% | $705.4K | Added$707.6K |
| Ishares Tr | — | 94K | $2.36M | 0.4% | $15.7K | Added$402.5K |
| Dimensional Etf Trust | — | 54.5K | $2.12M | 0.4% | $46.3K | Cut−$530.1K |
| American Centy Etf Tr | — | 19K | $2.1M | 0.4% | $161.5K | Cut−$278.9K |
| Ishares Tr | — | 39.6K | $1.98M | 0.4% | $1.12K | Added$92.1K |
| Microsoft Corp | MSFT | 5.05K | $1.87M | 0.4% | −$544.8K | Added−$453.7K |
| Amazon Com Inc | AMZN | 8.95K | $1.86M | 0.4% | −$201.8K | Cut−$234.6K |
| Ishares Tr | — | 21.3K | $1.84M | 0.3% | $42.5K | Cut−$20.6K |
| Ishares Tr | — | 34.1K | $1.79M | 0.3% | −$10.9K | Cut−$1.18M |
| Ishares Tr | — | 18.1K | $1.76M | 0.3% | $19.1K | Added$91.4K |
| Vanguard Whitehall Fds | — | 11.6K | $1.72M | 0.3% | $53.1K | Cut−$783.1K |
| Alphabet Inc | — | 5.99K | $1.72M | 0.3% | −$161.6K | Cut−$171K |
| American Centy Etf Tr | — | 35.9K | $1.68M | 0.3% | −$10.3K | Cut−$178.4K |
| Schwab Strategic Tr | — | 53.7K | $1.65M | 0.3% | $139.6K | Added$470.1K |
| Berkshire Hathaway Inc Del | — | 3.4K | $1.63M | 0.3% | −$79.8K | Held |
| Dimensional Etf Trust | — | 68.5K | $1.62M | 0.3% | $51.3K | Cut−$183.9K |
| Vanguard World Fd | — | 8.68K | $1.5M | 0.3% | $409.2K | Cut$112.4K |
| Spdr Index Shs Fds | — | 19.9K | $1.49M | 0.3% | $249.8K | Cut$121.3K |
| Dimensional Etf Trust | — | 36.4K | $1.44M | 0.3% | $43.6K | Added$285.7K |
| Lennox Intl Inc | — | 3.01K | $1.4M | 0.3% | −$64.5K | Held |
| Ishares Tr | — | 73.8K | $1.35M | 0.3% | $115.4K | Added$330.5K |
| American Centy Etf Tr | — | 20.8K | $1.3M | 0.2% | $54.8K | Added$392.7K |
| Abbott Labs | ABT | 12.5K | $1.29M | 0.2% | −$283.2K | Cut−$541K |
| Ishares Tr | — | 17.1K | $1.27M | 0.2% | $50.3K | Cut−$32K |
| Ishares Tr | — | 11.1K | $1.18M | 0.2% | −$10.7K | Cut−$1.68M |
| Flexshares Tr | — | 20.6K | $1.13M | 0.2% | $191.5K | Cut$131K |
| Ishares Tr | — | 11.3K | $1.12M | 0.2% | −$6.87K | Cut−$593.6K |
| Vanguard Bd Index Fds | — | 14.8K | $1.09M | 0.2% | −$6.33K | Cut−$199K |
| Mcdonalds Corp | MCD | 3.47K | $1.08M | 0.2% | $17.3K | Added$53.1K |
| Ishares Tr | — | 21.1K | $1.07M | 0.2% | −$4.42K | Cut−$171.2K |
| Ishares Tr | — | 20.9K | $1.06M | 0.2% | $846 | Cut−$43.2K |
| Invesco Qqq Tr | — | 1.82K | $1.05M | 0.2% | −$67.5K | Added−$66.9K |
| Vanguard Intl Equity Index F | — | 18.3K | $991.1K | 0.2% | $5.31K | Cut−$131.6K |
| Alphabet Inc | — | 3.42K | $983.8K | 0.2% | −$87.1K | Cut−$99.4K |
| Jpmorgan Chase & Co. | — | 3.26K | $959.5K | 0.2% | −$91.5K | Held |
| Select Sector Spdr Tr | — | 15.5K | $952.4K | 0.2% | $257.3K | Cut$232.3K |
| Teradyne, Inc | TER | 3.08K | $913.4K | 0.2% | $317K | Held |
| American Centy Etf Tr | — | 8.14K | $905.2K | 0.2% | −$4.87K | Cut−$336K |
| Ishares Tr | — | 10.9K | $902.6K | 0.2% | −$2.63K | Added$31.1K |
| Vanguard Mun Bd Fds | — | 17.9K | $895.2K | 0.2% | −$7.14K | Added−$2.05K |
| Kroger Co | KR | 12.3K | $889.4K | 0.2% | $120.8K | Added$125.3K |
| Comscore, Inc. | SCOR | 126.7K | $879K | 0.2% | $55.7K | Held |
| Schwab Us Tips Etf | — | 28.5K | $759.2K | 0.1% | $3.44K | Cut−$480.5K |
| Aon plc | AON | 2.32K | $750.1K | 0.1% | −$70K | Cut−$724.5K |
| Schwab Strategic Tr | — | 15.6K | $730.4K | 0.1% | $18.9K | Cut−$36.3K |
| Vanguard Whitehall Fds | — | 7.66K | $721.8K | 0.1% | $32.4K | Cut−$143.1K |
| Ishares Tr | — | 11.9K | $680.1K | 0.1% | $54.5K | Cut−$55.5K |
| Ishares Tr | — | 6.43K | $665.6K | 0.1% | $6.77K | Cut$1.65K |
| Patrick Inds Inc | — | 5.95K | $660.3K | 0.1% | $6.5K | Added$393.2K |
| Dimensional Etf Trust | — | 17.9K | $657.5K | 0.1% | −$22.7K | Added−$22.6K |
| Vanguard World Fd | — | 5.8K | $651.1K | 0.1% | −$28.6K | Added$253.4K |
| Vanguard Index Fds | — | 2.08K | $622.2K | 0.1% | −$33.2K | Cut−$838.8K |
| Ishares Tr | — | 4.24K | $598.9K | 0.1% | — | New |
| Dimensional Etf Trust | — | 16K | $572.6K | 0.1% | $25.9K | Added$144.8K |
| Waste Mgmt Inc Del | — | 2.46K | $564.8K | 0.1% | $24.8K | Held |
| Ishares Tr | — | 6.69K | $524.9K | 0.1% | $5.85K | Cut−$33.8K |
| Chevron Corp New | CVX | 2.47K | $511.7K | 0.1% | $134.5K | Added$135.7K |
| Vanguard Index Fds | — | 1.59K | $508.9K | 0.1% | −$22.9K | Held |
| Visa Inc. | V | 1.67K | $503.3K | 0.1% | −$80.7K | Held |
| Dimensional Etf Trust | — | 9.58K | $502.2K | 0.1% | −$1.81K | Cut−$86.3K |
| Broadcom Inc. | AVGO | 1.58K | $489K | 0.1% | −$57.8K | Held |
| Ishares Tr | — | 1.32K | $470.9K | 0.1% | −$22.1K | Added−$16.7K |
| Textron Inc | TXT | 5.26K | $460.9K | 0.1% | $2.09K | Cut−$112.9K |
| Spdr Series Trust | — | 14.8K | $446K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 1.19K | $442.8K | 0.1% | −$92.9K | Cut−$96.9K |
| Ishares Inc | — | 6.17K | $430.2K | 0.1% | $15.6K | Cut−$15.1K |
| Ishares Bitcoin Trust Etf | IBIT | 10.8K | $413.4K | 0.1% | — | New |
| RTX Corp | RTX | 2.13K | $410.3K | 0.1% | $20.2K | Cut−$40K |
| Vanguard Admiral Fds Inc | — | 3.53K | $405.7K | 0.1% | $13.6K | Cut−$22.2K |
| Dimensional Etf Trust | — | 9.24K | $385.7K | 0.1% | — | New |
| First Tr Exchange Traded Fd | — | 2.3K | $376.5K | 0.1% | $24.4K | Cut−$52.9K |
| Spdr Series Trust | — | 2.51K | $366.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.9K | $349.8K | 0.1% | $13.1K | Added$14.6K |
| United Airls Hldgs Inc | — | 3.79K | $348.7K | 0.1% | −$74.8K | Held |
| Ishares Tr | — | 7.16K | $340.3K | 0.1% | — | New |
| Spdr Series Trust | — | 6.81K | $328.9K | 0.1% | $9.92K | Cut$8.99K |
| Ishares Tr | — | 2.05K | $327.3K | 0.1% | $3.73K | Added$18.7K |
| Cisco Sys Inc | — | 4.2K | $325.6K | 0.1% | $2.35K | Held |
| Vanguard Scottsdale Fds | — | 3.21K | $321.8K | 0.1% | $2.13K | Added$2.43K |
| International Business Machs | — | 1.31K | $318.2K | 0.1% | −$70.8K | Added−$70.6K |
| Ishares Tr | — | 6.72K | $316K | 0.1% | — | New |
| Ishares Tr | — | 4.68K | $313.3K | 0.1% | $26.3K | Cut$7.8K |
| Vanguard World Fd | — | 1.3K | $308.4K | 0.1% | −$19.3K | Held |
| Schwab Strategic Tr | — | 9.27K | $300.7K | 0.1% | $8.52K | Cut−$26.1K |
| Johnson & Johnson | JNJ | 1.22K | $298.9K | 0.1% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 12.5K | $289.7K | 0.1% | −$9.76K | Cut−$304.6K |
| Vanguard World Fd | — | 3.97K | $284.6K | 0.1% | $398 | Cut−$60.6K |
| American Centy Etf Tr | — | 3.94K | $283K | 0.1% | $7.62K | Added$21.6K |
| Schwab Strategic Tr | — | 8.55K | $281.6K | 0.1% | $1.5K | Added$36.9K |
| Pepsico Inc | PEP | 1.8K | $279.4K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 5.96K | $276.7K | 0.1% | — | New |
| Ishares Tr | — | 1.29K | $272.8K | 0.1% | −$1.18K | Added−$965 |
| Spdr S&P Midcap 400 Etf Tr | — | 437 | $269.5K | 0.1% | $5.82K | Added$6.44K |
| Intel Corp | INTC | 5.87K | $259.2K | 0.0% | $42.5K | Held |
| Merck & Co., Inc. | MRK | 2.15K | $258.6K | 0.0% | $32.2K | Added$33.2K |
| Dimensional Etf Trust | — | 5.32K | $255K | 0.0% | −$1.28K | Held |
| Linde Plc | LIN | 475 | $235.4K | 0.0% | $32.9K | Cut$26.1K |
| Chipotle Mexican Grill Inc | CMG | 7.23K | $231.5K | 0.0% | −$36.1K | Cut−$37.2K |
| General Dynamics Corp | GD | 647 | $222.1K | 0.0% | — | New |
| Illinois Tool Wks Inc | — | 852 | $221.8K | 0.0% | $11.6K | Added$18.1K |
| Ishares Inc | — | 2.81K | $220.6K | 0.0% | $16.8K | Cut−$11.1K |
| Ishares Gold Tr | — | 2.46K | $216.8K | 0.0% | — | New |
| Ishares Tr | — | 2.3K | $208.2K | 0.0% | $2.41K | Cut−$11.2K |
| American Centy Etf Tr | — | 4.64K | $204.4K | 0.0% | $2.26K | Cut−$63.8K |
| Quanta Svcs Inc | — | 371 | $203.7K | 0.0% | — | New |
| Ishares Ethereum Tr | — | 12.8K | $202.5K | 0.0% | — | New |
| Acumen Pharmaceuticals, Inc. | ABOS | 16.5K | $38.9K | 0.0% | $4.13K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.