Cloud Capital Management, LLC
125 holdingsFiling period: 2026-06-30Current AUM: $276.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dim U.S. Core Eqy 2 | 962.6K | $42.7M | $43.3M | 15.68% | +76.4K | 2026-06-30 |
| 2 | AAPL | Apple Inc.com | 48.7K | $14.1M | $16.7M | 6.06% | +1.9K | 2026-06-30 |
| 3 | DFIC | Dim Intl Core Eqy 2 | 362.8K | $13.5M | $13.6M | 4.92% | +46.8K | 2026-06-30 |
| 4 | AVUS | Avantis U.S. Eqy | 80.8K | $10.3M | $10.4M | 3.76% | +290 | 2026-06-30 |
| 5 | AVUV | Avantis U.S. Small Cap Value | 78.7K | $9.8M | $9.7M | 3.49% | +9.4K | 2026-06-30 |
| 6 | SCHO | Sch Short-Term US Trsy | 384.9K | $9.3M | $9.2M | 3.33% | +37.2K | 2026-06-30 |
| 7 | DFAX | Dim World EX U.S. Core Eqy 2 | 243.5K | $9.0M | $8.8M | 3.17% | -7,799 | 2026-06-30 |
| 8 | GOOG | Alphabet Inc Cap Stk CL C | 24.2K | $8.5M | $7.6M | 2.75% | +434 | 2026-06-30 |
| 9 | SCHR | Sch Int-Term US Trsy | 340.0K | $8.4M | $8.2M | 2.95% | -15,659 | 2026-06-30 |
| 10 | DCOR | Dim US Core Eqy 1 | 83.5K | $6.8M | $7.0M | 2.53% | -1,710 | 2026-06-30 |
| 11 | DFEM | Dim Emrgng Mkts Core Eqy 2 | 163.8K | $6.7M | $6.1M | 2.19% | +13.3K | 2026-06-30 |
| 12 | VTIP | Vngrd Short-Term Inf-Prot Sec | 126.7K | $6.4M | $6.2M | 2.24% | -12,238 | 2026-06-30 |
| 13 | MSFT | Microsoft Corp.com | 15.3K | $5.7M | $8.2M | 2.95% | -6,453 | 2026-06-30 |
| 14 | VCIT | Vngrd Int-Term Corp Bnd | 62.0K | $5.1M | $4.9M | 1.78% | +12.1K | 2026-06-30 |
| 15 | QQQ | Invesco Qqq Trust Series I | 6.8K | $5.0M | $4.9M | 1.75% | +778 | 2026-06-30 |
| 16 | IDEV | iShares Core Msci Intl Dev Mkts | 55.5K | $4.9M | $4.9M | 1.78% | +2.8K | 2026-06-30 |
| 17 | DFAI | Dim Intl Core Eqy Mkt | 110.4K | $4.6M | $4.6M | 1.65% | +980 | 2026-06-30 |
| 18 | DFUV | Dim US Mktwide Value | 80.8K | $4.4M | $4.6M | 1.65% | +9.1K | 2026-06-30 |
| 19 | AVDV | Avantis Intl Small Cap Value | 41.2K | $4.2M | $4.4M | 1.58% | +3.6K | 2026-06-30 |
| 20 | SCHP | Sch US Tips | 157.4K | $4.2M | $4.0M | 1.46% | -2,606 | 2026-06-30 |
| 21 | VCSH | Vngrd Short-Term Corp Bnd | 52.1K | $4.1M | $4.0M | 1.46% | +8.7K | 2026-06-30 |
| 22 | VEU | Vngrd Ftse All-World EX-US Idx | 46.8K | $3.9M | $3.8M | 1.37% | +12 | 2026-06-30 |
| 23 | VTV | Vngrd Morn Value | 17.9K | $3.9M | $4.1M | 1.47% | +139 | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc.com | 15.8K | $3.8M | $3.9M | 1.42% | +730 | 2026-06-30 |
| 25 | JCAL | JPMorgan California Tax Free Bnd | 66.6K | $3.4M | $3.2M | 1.17% | -- | 2026-06-30 |
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