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Home > Institutional Investor > Clune & Associates, Ltd. > Profile

Instuitional Investor - Clune & Associates, Ltd.

Fund Profile
Filing Period:
Fund Name: Clune & Associates, Ltd.
Portfolio Value $365,274,159
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 473,382 $20,014,586 5.48%
2.
Dimensional Etf Trust
 354,668 $15,190,416 4.16%
3.
Dimensional Etf Trust
 234,180 $14,919,583 4.08%
4.
Spdr S & P 500 Etf Trust
 SPY 22,739 $14,049,580 3.85%
5.
Vanguard Bond Index Funds
 BND 166,762 $13,124,131 3.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)