13F HOLDINGS REPORT
Cloud Capital Management, LLC
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0002060492-25-000001
Total Value
$90
Positions
160,317
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 621,543 | $22,754 | 14.19% |
| 2 | SCHWAB SHORT-TERM US TREASURY ETF | 808524862 | 553,342 | $13,457 | 8.39% |
| 3 | APPLE INC COM | AAPL | 48,106 | $9,782 | 6.10% |
| 4 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 25434V880 | 284,398 | $8,418 | 5.25% |
| 5 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 922020805 | 160,646 | $8,074 | 5.04% |
| 6 | MICROSOFT CORP COM | MSFT | 14,471 | $6,857 | 4.28% |
| 7 | AVANTIS U.S. EQUITY ETF | 025072885 | 54,014 | $5,559 | 3.47% |
| 8 | DIMENSIONAL US CORE EQUITY 1 ETF | 25434V625 | 71,684 | $4,890 | 3.05% |
| 9 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 808524854 | 177,509 | $4,439 | 2.77% |
| 10 | SCHWAB US TIPS ETF | 808524870 | 165,662 | $4,429 | 2.76% |
| 11 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 25434V799 | 139,182 | $4,334 | 2.70% |
| 12 | ALPHABET INC CAP STK CL C | GOOG | 20,032 | $3,918 | 2.44% |
| 13 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 922042775 | 51,853 | $3,484 | 2.17% |
| 14 | AVANTIS U.S. SMALL CAP VALUE ETF | 025072877 | 33,390 | $3,065 | 1.91% |
| 15 | VANGUARD VALUE ETF | 922908744 | 16,114 | $2,855 | 1.78% |
| 16 | AMAZON COM INC COM | AMZN | 13,130 | $2,778 | 1.73% |
| 17 | DIMENSIONAL U.S. SMALL CAP ETF | 25434V500 | 38,885 | $2,503 | 1.56% |
| 18 | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 46435G326 | 32,678 | $2,474 | 1.54% |
| 19 | INVESCO QQQ TRUST SERIES I | IVZ | 4,325 | $2,439 | 1.52% |
| 20 | VANGUARD S&P 500 ETF | 922908363 | 4,122 | $2,391 | 1.49% |
| 21 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 25434V732 | 76,463 | $2,298 | 1.43% |
| 22 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 92206C409 | 28,628 | $2,275 | 1.42% |
| 23 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | 59,969 | $2,067 | 1.29% |
| 24 | DIMENSIONAL INTERNATIONAL VALUE ETF | 25434V807 | 44,308 | $1,922 | 1.20% |
| 25 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 025072802 | 18,893 | $1,534 | 0.96% |
| 26 | DIMENSIONAL US MARKETWIDE VALUE ETF | 25434V724 | 33,960 | $1,438 | 0.90% |
| 27 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 808524300 | 47,638 | $1,434 | 0.89% |
| 28 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 4,130 | $1,282 | 0.80% |
| 29 | DIMENSIONAL US SMALL CAP VALUE ETF | 25434V815 | 37,144 | $1,100 | 0.69% |
| 30 | VISA INC COM CL A | V | 2,983 | $1,020 | 0.64% |
| 31 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 808524888 | 22,098 | $949 | 0.59% |
| 32 | AVANTIS U.S. LARGE CAP VALUE ETF | 025072349 | 13,081 | $904 | 0.56% |
| 33 | NVIDIA CORPORATION COM | NVDA | 4,822 | $868 | 0.54% |
| 34 | JPMORGAN BETABUILDERS JAPAN ETF | 46641Q217 | 13,723 | $853 | 0.53% |
| 35 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 20,921 | $765 | 0.48% |
| 36 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 25434V799 | 24,249 | $755 | 0.47% |
| 37 | FINANCIAL SELECT SECTOR SPDR FUND | 81369Y605 | 14,439 | $749 | 0.47% |
| 38 | AVANTIS INTERNATIONAL SMALL CP EQ ETF | 025072190 | 11,748 | $742 | 0.46% |
| 39 | APPLE INC COM | AAPL | 3,463 | $704 | 0.44% |
| 40 | TESLA INC COM | TSLA | 2,053 | $634 | 0.40% |
| 41 | AVANTIS INTERNATIONAL EQUITY ETF | 025072703 | 8,383 | $621 | 0.39% |
| 42 | ALLOT LTD SHS | ALLT | 75,992 | $579 | 0.36% |
| 43 | AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | 025072174 | 8,345 | $549 | 0.34% |
| 44 | SPDR GOLD SHARES | GLD | 1,734 | $539 | 0.34% |
| 45 | AVANTIS EMERGING MARKETS EQUITY ETF | 025072604 | 7,546 | $523 | 0.33% |
| 46 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 10,405 | $520 | 0.32% |
| 47 | ARES MANAGEMENT CORPORATION CL A COM STK | ARES-PB | 2,543 | $479 | 0.30% |
| 48 | VANGUARD MEGA CAP GROWTH ETF | 921910816 | 1,186 | $449 | 0.28% |
| 49 | ALPHABET INC CAP STK CL C | GOOG | 2,240 | $438 | 0.27% |
| 50 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 92206C409 | 5,266 | $418 | 0.26% |
| 51 | DIMENSIONAL CORE FIXED INCOME ETF | 25434V872 | 9,733 | $413 | 0.26% |
| 52 | DIMENSIONAL CORE FIXED INCOME ETF | 25434V872 | 9,733 | $413 | 0.26% |
| 53 | ALPHABET INC CAP STK CL A | GOOG | 2,116 | $412 | 0.26% |
| 54 | META PLATFORMS INC CL A | META | 523 | $406 | 0.25% |
| 55 | DANAHER CORPORATION COM | 235851102 | 2,058 | $406 | 0.25% |
| 56 | JPMORGAN BETABUILDERS CANADA ETF | 46641Q225 | 4,990 | $405 | 0.25% |
| 57 | AVANTIS EMERGING MARKETS VALUE ETF | 025072372 | 7,237 | $391 | 0.24% |
| 58 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 25434V302 | 12,901 | $378 | 0.24% |
| 59 | AVANTIS EMERGING MARKETS SMALL CAP EQUITY ETF | 025072141 | 6,249 | $377 | 0.24% |
| 60 | DIMENSIONAL US LARGE CAP VALUE ETF | 25434V666 | 11,678 | $363 | 0.23% |
| 61 | VANGUARD S&P 500 GROWTH ETF | 921932505 | 886 | $363 | 0.23% |
| 62 | AVANTIS U.S. EQUITY ETF | 025072885 | 3,478 | $358 | 0.22% |
| 63 | ORACLE CORP COM | ORCL-PD | 1,325 | $334 | 0.21% |
| 64 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | 1,392 | $332 | 0.21% |
| 65 | PHILIP MORRIS INTL INC COM | 718172109 | 1,935 | $315 | 0.20% |
| 66 | VANGUARD SMALL-CAP ETF | 922908751 | 1,260 | $304 | 0.19% |
| 67 | STARBUCKS CORP COM | SBUX | 3,322 | $298 | 0.19% |
| 68 | VANGUARD MEGA CAP VALUE ETF | 921910840 | 2,202 | $287 | 0.18% |
| 69 | HARTFORD INSURANCE GROUP INC COM | HIG-PG | 2,276 | $287 | 0.18% |
| 70 | SEA LTD SPONSORD ADS | SE | 1,823 | $285 | 0.18% |
| 71 | DIMENSIONAL U.S. TARGETED VALUE ETF | 25434V609 | 5,261 | $284 | 0.18% |
| 72 | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | 46641Q233 | 5,109 | $281 | 0.18% |
| 73 | JPMORGAN CHASE & CO. COM | VYLD | 928 | $273 | 0.17% |
| 74 | ISHARES 20 YEAR TREASURY BOND ETF | 464287432 | 3,024 | $266 | 0.17% |
| 75 | BROADCOM INC COM | AVGO | 888 | $264 | 0.16% |
| 76 | DIGITAL RLTY TR INC COM | 253868103 | 1,515 | $261 | 0.16% |
| 77 | VANGUARD TOTAL BOND MARKET ETF | 921937835 | 3,539 | $260 | 0.16% |
| 78 | AMAZON COM INC COM | AMZN | 1,221 | $258 | 0.16% |
| 79 | SPOTIFY TECHNOLOGY S A SHS | SPOT | 392 | $258 | 0.16% |
| 80 | VANGUARD TOTAL BOND MARKET ETF | 921937835 | 3,471 | $255 | 0.16% |
| 81 | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 78468R788 | 5,783 | $247 | 0.15% |
| 82 | COSTCO WHSL CORP NEW COM | 22160K105 | 258 | $246 | 0.15% |
| 83 | PALO ALTO NETWORKS INC COM | PANW | 1,412 | $241 | 0.15% |
| 84 | MICROSOFT CORP COM | MSFT | 437 | $234 | 0.15% |
| 85 | DIMENSIONAL EMERGING MARKETS VALUE ETF | 25434V740 | 7,477 | $226 | 0.14% |
| 86 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 1,006 | $208 | 0.13% |
| 87 | NETFLIX INC COM | NFLX | 176 | $206 | 0.13% |
| 88 | PALO ALTO NETWORKS INC COM | PANW | 1,200 | $205 | 0.13% |
| 89 | COSTCO WHSL CORP NEW COM | 22160K105 | 215 | $205 | 0.13% |
| 90 | JOHNSON & JOHNSON COM | JNJ | 1,192 | $204 | 0.13% |