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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 $229,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 886,200 $34,425 15.01%
2.
Apple Inc.
 AAPL 46,835 $11,886 5.18%
3.
Dimensional Etf Trust
 315,978 $11,226 4.89%
4.
Avantis U.s. Equity Etf
 80,467 $8,945 3.9%
5.
Schwab Strategic Trust
 SCHD 355,677 $8,859 3.86%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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