Cloud Capital Management, LLC
126 holdingsFiling period: 2026-06-30Current AUM: $278.1Mestimated 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 | $43.1M | 15.49% | +76.4K | 2026-06-30 |
| 2 | AAPL | APPLE INC COM | 48.7K | $14.1M | $16.1M | 5.80% | +1.9K | 2026-06-30 |
| 3 | DFIC | DIM INTL CORE EQY 2 | 362.8K | $13.5M | $14.0M | 5.02% | +46.8K | 2026-06-30 |
| 4 | AVUS | AVANTIS U.S. EQY | 80.8K | $10.3M | $10.4M | 3.73% | +290 | 2026-06-30 |
| 5 | AVUV | AVANTIS U.S. SMALL CAP VALUE | 78.7K | $9.8M | $9.8M | 3.51% | +9.4K | 2026-06-30 |
| 6 | SCHO | SCH SHORT-TERM US TRSY | 384.9K | $9.3M | $9.2M | 3.31% | +37.2K | 2026-06-30 |
| 7 | DFAX | DIM WORLD EX U.S. CORE EQY 2 | 243.5K | $9.0M | $9.1M | 3.28% | -7,799 | 2026-06-30 |
| 8 | GOOG | ALPHABET INC CAP STK CL C | 24.2K | $8.5M | $8.3M | 2.97% | +434 | 2026-06-30 |
| 9 | SCHR | SCH INT-TERM US TRSY | 340.0K | $8.4M | $8.1M | 2.93% | -15,659 | 2026-06-30 |
| 10 | DCOR | DIM US CORE EQY 1 | 83.5K | $6.8M | $7.0M | 2.50% | -1,710 | 2026-06-30 |
| 11 | DFEM | DIM EMRGNG MKTS CORE EQY 2 | 163.8K | $6.7M | $6.5M | 2.32% | +13.3K | 2026-06-30 |
| 12 | VTIP | VNGRD SHORT-TERM INF-PROT SEC | 126.7K | $6.4M | $6.3M | 2.25% | -12,238 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP COM | 15.3K | $5.7M | $7.6M | 2.74% | -6,453 | 2026-06-30 |
| 14 | VCIT | VNGRD INT-TERM CORP BND | 62.0K | $5.1M | $4.9M | 1.77% | +12.1K | 2026-06-30 |
| 15 | QQQ | INVESCO QQQ TRUST SERIES I | 6.8K | $5.0M | $4.8M | 1.73% | +778 | 2026-06-30 |
| 16 | IDEV | ISHARES CORE MSCI INTL DEV MKTS | 55.5K | $4.9M | $5.0M | 1.81% | +2.8K | 2026-06-30 |
| 17 | DFAI | DIM INTL CORE EQY MKT | 110.4K | $4.6M | $4.7M | 1.68% | +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 | $4.5M | 1.64% | +3.6K | 2026-06-30 |
| 20 | SCHP | SCH US TIPS | 157.4K | $4.2M | $4.0M | 1.45% | -2,606 | 2026-06-30 |
| 21 | VCSH | VNGRD SHORT-TERM CORP BND | 52.1K | $4.1M | $4.0M | 1.45% | +8.7K | 2026-06-30 |
| 22 | VEU | VNGRD FTSE ALL-WORLD EX-US IDX | 46.8K | $3.9M | $3.9M | 1.41% | +12 | 2026-06-30 |
| 23 | VTV | VNGRD MORN VALUE | 17.9K | $3.9M | $4.0M | 1.44% | +139 | 2026-06-30 |
| 24 | AMZN | AMAZON COM INC COM | 15.8K | $3.8M | $3.9M | 1.41% | +730 | 2026-06-30 |
| 25 | JCAL | JPMORGAN CALIFORNIA TAX FREE BND | 66.6K | $3.4M | $3.2M | 1.15% | -- | 2026-06-30 |
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