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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 $325,596,867
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 451,256 $18,596,268 5.71%
2.
Dimensional Etf Trust
 217,066 $12,969,693 3.98%
3.
Dimensional Etf Trust
 323,687 $12,740,328 3.91%
4.
Spdr S & P 500 Etf Trust
 SPY 22,420 $12,541,583 3.85%
5.
Vanguard Bond Index Funds
 BND 148,878 $11,654,150 3.58%
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)