Clune & Associates, Ltd.
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$531.7M
Holdings
162
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFUV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 540.0k shares)
6.5%
02
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 392.7k shares)
4.4%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 93.2% (22.7k → 1.6k shares)
4.2%
04
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 217.7k shares)
3.5%
05
$DFSD
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 312.5k shares)
3.3%
06
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 254.4k shares)
3.2%
07
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 153.1k shares)
3.0%
08
$IJR
ISHARES TR
Q1 2026: Exited (was 62.4k shares)
2.9%
09
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 155.8k shares)
2.8%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 95.3% (24.0k → 1.1k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.