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CCM

Cloud Capital Management Portfolio holdings

AUM $229M
1-Year Est. Return 19.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.18M
3
+$3.17M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.93M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.51M

Top Sells

1
+$4.91M
2
+$2.42M
3
+$1.24M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.05M
5
META icon
Meta Platforms (Facebook)
META
+$697K

Sector Composition

1 Technology 9.43%
2 Communication Services 3.96%
3 Consumer Discretionary 2.07%
4 Financials 1.56%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$46.2B
$34.4M 15.01%
886,200
+149,084
AAPL icon
2
Apple
AAPL
$4.43T
$11.9M 5.18%
46,835
-9,299
DFIC icon
3
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$11.2M 4.89%
315,978
+87,228
AVUS icon
4
Avantis US Equity ETF
AVUS
$13.1B
$8.95M 3.9%
80,467
+18,269
SCHR icon
5
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$8.86M 3.86%
355,677
+116,886
DFAX icon
6
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$8.54M 3.72%
251,277
-30,304
SCHO icon
7
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$8.44M 3.68%
347,705
-201,762
AVUV icon
8
Avantis US Small Cap Value ETF
AVUV
$27.7B
$7.65M 3.34%
69,287
+22,822
VTIP icon
9
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$6.94M 3.03%
138,963
-24,906
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.4T
$6.82M 2.97%
23,738
+851
DCOR icon
11
Dimensional US Core Equity 1 ETF
DCOR
$3.09B
$6.14M 2.68%
85,246
-6,496
MSFT icon
12
Microsoft
MSFT
$3.06T
$5.73M 2.5%
21,790
+331
DFEM icon
13
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.93B
$5.2M 2.27%
150,562
+42,234
IDEV icon
14
iShares Core MSCI International Developed Markets ETF
IDEV
$30B
$4.4M 1.92%
52,672
+10,395
DFAI icon
15
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$4.26M 1.86%
109,443
+33,728
SCHP icon
16
Schwab US TIPS ETF
SCHP
$15.6B
$4.26M 1.86%
160,022
-5,580
VCIT icon
17
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
$4.13M 1.8%
+49,955
AVDV icon
18
Avantis International Small Cap Value ETF
AVDV
$19.3B
$3.75M 1.64%
37,607
+9,910
VEU icon
19
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$3.51M 1.53%
46,745
-1,059
VTV icon
20
Vanguard Value ETF
VTV
$180B
$3.49M 1.52%
17,806
+1,116
QQQ icon
21
Invesco QQQ Trust
QQQ
$476B
$3.48M 1.52%
6,034
+1,268
DFUV icon
22
Dimensional US Marketwide Value ETF
DFUV
$14.9B
$3.48M 1.52%
71,760
+24,511
VCSH icon
23
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.2B
$3.44M 1.5%
43,441
+7,421
AMZN icon
24
Amazon
AMZN
$2.64T
$3.13M 1.36%
15,028
+345
DFAS icon
25
Dimensional US Small Cap ETF
DFAS
$14.3B
$2.87M 1.25%
40,477
+1,303
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