Top 50 Cloud Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 15.01% | 886.2K | $34.4M | +20.23%(+149.08K) | $35.21(+23.53%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.18% | 46.8K | $11.9M | -16.57%(-9.30K) | $227.58(+31.04%) | 2026-03-31 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 4.89% | 316.0K | $11.2M | +38.13%(+87.23K) | $30.64(+24.04%) | 2026-03-31 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 3.9% | 80.5K | $8.9M | +29.37%(+18.27K) | $100.22(+25.61%) | 2026-03-31 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 3.86% | 355.7K | $8.9M | +48.95%(+116.89K) | $24.82(-0.65%) | 2026-03-31 | |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 3.72% | 251.3K | $8.5M | -10.76%(-30.30K) | $25.61(+46.27%) | 2026-03-31 | |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 3.68% | 347.7K | $8.4M | -36.72%(-201.76K) | $24.20(-0.21%) | 2026-03-31 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 3.34% | 69.3K | $7.7M | +49.12%(+22.82K) | $97.92(+21.29%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 3.03% | 139.0K | $6.9M | -15.20%(-24.91K) | $49.18(+2.50%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.97% | 23.7K | $6.8M | +3.72%(+851) | $180.63(+119.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.11% | +95.83% |
| Top 20 Holdings Unweighted | +27.28% | +106.20% |
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