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Cloud Capital Management, LLC

Portfolio Manager
Cloud Capital Management, LLC
Performance
+3.08% (2025 Q4)
AUM (13F)
$229.41M
# of Holdings
105
Performance Rank
Allocation (Top 20)
69.16%

Cloud Capital Management, LLC Holdings Map

Top 50 Cloud Capital Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
15.01%886.2K$34.4M
+20.23%(+149.08K)
2025-Q1: 687.8K shares2025-Q2: 642.5K shares2025-Q3: 672.6K shares2025-Q4: 737.1K shares2026-Q1: 886.2K shares
$35.21(+23.53%)
2026-03-31
AAPL
APPLE INC COM
5.18%46.8K$11.9M
-16.57%(-9.30K)
2025-Q1: 15.6K shares2025-Q2: 51.6K shares2025-Q3: 45.9K shares2025-Q4: 56.1K shares2026-Q1: 46.8K shares
$227.58(+31.04%)
2026-03-31
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
4.89%316.0K$11.2M
+38.13%(+87.23K)
2025-Q1: 130.7K shares2025-Q2: 163.4K shares2025-Q3: 185.9K shares2025-Q4: 228.8K shares2026-Q1: 316.0K shares
$30.64(+24.04%)
2026-03-31
AVUS
AVANTIS U.S. EQUITY ETF
3.9%80.5K$8.9M
+29.37%(+18.27K)
2025-Q1: 14.6K shares2025-Q2: 57.5K shares2025-Q3: 58.5K shares2025-Q4: 62.2K shares2026-Q1: 80.5K shares
$100.22(+25.61%)
2026-03-31
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
3.86%355.7K$8.9M
+48.95%(+116.89K)
2025-Q1: 180.5K shares2025-Q2: 177.5K shares2025-Q3: 165.6K shares2025-Q4: 238.8K shares2026-Q1: 355.7K shares
$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)
2025-Q1: 309.4K shares2025-Q2: 284.4K shares2025-Q3: 278.1K shares2025-Q4: 281.6K shares2026-Q1: 251.3K shares
$25.61(+46.27%)
2026-03-31
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
3.68%347.7K$8.4M
-36.72%(-201.76K)
2025-Q1: 575.5K shares2025-Q2: 553.3K shares2025-Q3: 550.0K shares2025-Q4: 549.5K shares2026-Q1: 347.7K shares
$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)
2025-Q1: 34.2K shares2025-Q2: 33.4K shares2025-Q3: 37.8K shares2025-Q4: 46.5K shares2026-Q1: 69.3K shares
$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)
2025-Q1: 160.9K shares2025-Q2: 160.6K shares2025-Q3: 160.5K shares2025-Q4: 163.9K shares2026-Q1: 139.0K shares
$49.18(+2.50%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
2.97%23.7K$6.8M
+3.72%(+851)
2025-Q1: 22.0K shares2025-Q2: 22.3K shares2025-Q3: 22.3K shares2025-Q4: 22.9K shares2026-Q1: 23.7K shares
$180.63(+119.88%)
2026-03-31

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