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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 $301,166,240
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 422,995 $17,308,935 5.74%
2.
Dimensional Etf Trust
 213,985 $13,926,138 4.62%
3.
Spdr S & P 500 Etf Trust
 SPY 21,374 $12,526,941 4.15%
4.
Dimensional Etf Trust
 307,854 $10,922,675 3.62%
5.
Vanguard Bond Index Funds
 BND 137,580 $10,630,771 3.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)