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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055816

CLUNE & ASSOCIATES, LTD.

CHICAGO, IL · File #028-24913

Latest AUM
$463.0M
Positions
166
Top-10 Concentration
43.6%
Filings
5

Sector Allocation

Technology
4.2%$19.4M
Industrials
1.4%$6.3M
Financials
1.0%$4.7M
Healthcare
1.0%$4.7M
Energy
0.5%$2.1M
Consumer Staples
0.2%$764,044
Materials
0.0%$209,323

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V724540,018$25.2M6.90%
2DIMENSIONAL ETF TRUST25434V807392,659$19.6M5.38%
3DIMENSIONAL ETF TRUST25434V500254,358$17.7M4.86%
4VANGUARD BD INDEX FDS921937827217,669$17.2M4.71%
5SPDR S&P 500 ETF TRSPY24,028$16.4M4.50%
6DIMENSIONAL ETF TRUST25434V864312,465$15.0M4.11%
7VANGUARD INDEX FDS92290836322,686$14.2M3.90%
8VANGUARD SCOTTSDALE FDS92206C409155,797$12.4M3.41%
9VANGUARD STAR FDS921909768153,131$11.6M3.17%
10ISHARES TR46432F859201,395$9.8M2.69%
11DIMENSIONAL ETF TRUST25434V708239,321$9.5M2.60%
12APPLE INCAAPL33,389$9.1M2.49%
13DIMENSIONAL ETF TRUST25434V773271,826$9.0M2.46%
14AMERICAN CENTY ETF TR025072349114,017$8.6M2.37%
15VANGUARD INDEX FDS92290874440,490$7.7M2.12%
16ISHARES TR46428780462,355$7.5M2.06%
17DIMENSIONAL ETF TRUST25434V732210,337$7.0M1.91%
18ISHARES TR46428828171,539$6.9M1.89%
19BERKSHIRE HATHAWAY INC DELBRK-A9$6.8M1.86%
20SCHWAB STRATEGIC TR808524748152,214$6.8M1.86%