CLUNE & ASSOCIATES, LTD. — 13F holdings

CLUNE & ASSOCIATES, LTD. reported 163 holdings worth $654M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. DFUV DIMENSIONAL ETF TRUST — $53.7M (8.2%)
  2. VOO VANGUARD INDEX FDS — $41.0M (6.3%)
  3. IJR ISHARES TR — $28.1M (4.3%)
  4. DFIV DIMENSIONAL ETF TRUST — $27.3M (4.2%)
  5. DFSV DFA INVT DIMENSIONS GROUP IN — $24.8M (3.8%)
  6. VXUS VANGUARD STAR FDS — $22.9M (3.5%)
  7. VCSH VANGUARD SCOTTSDALE FDS — $20.5M (3.1%)
  8. DFSD DIMENSIONAL ETF TRUST — $20.3M (3.1%)
  9. SHAG WISDOMTREE TR — $20.0M (3.1%)
  10. BSV VANGUARD BD INDEX FDS — $19.6M (3.0%)