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Home > Institutional Investor > Cloud Capital Management, Llc > Profile

Instuitional Investor - Cloud Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Cloud Capital Management, Llc
Portfolio Value $90
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 642,464 $23,519 14.67%
2.
Schwab Strategic Trust
 FNDF 553,342 $13,457 8.39%
3.
Apple Inc.
 AAPL 51,569 $10,486 6.54%
4.
Dimensional Etf Trust
 284,398 $8,418 5.25%
5.
Vanguard Short-Term Inflation-Protected Securities Etf
 160,646 $8,074 5.04%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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