Clune--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PATK",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "VDE",
  "CAT",
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "ABOS",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  "ITW",
  "MUB",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "LIN",
  null,
  "MA",
  "MSFT",
  "IJR",
  "KR",
  null,
  null,
  null,
  null,
  "EEM",
  "PEP",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "TDG",
  "UAL",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "SCOR",
  null,
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "AON",
  "WM",
  "IAS",
  null,
  "AMZN",
  null,
  null,
  null,
  "IVE",
  null,
  "VEU",
  "VNQI",
  "VYMI",
  null,
  null,
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  "SCHD",
  null,
  "SCHA",
  "TER",
  "IXUS",
  null,
  null,
  "BRK-A",
  "BRK-B",
  "CVX",
  "CMG",
  "CSCO",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DV",
  "EFA",
  "IWB",
  "QQQ",
  "GOOG",
  "XOM",
  "TSLA",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 141
Total Value: 325596867
Accession Number: 0001754960-25-000250
Form Type: 13F-HR
CIK: clune--associates
Manager Name: Clune--Associates

Data Enrichment

55% identified

78 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

141 positions • $325.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 8

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464288646

Shares:45.9K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$325.6M)

25434V203

Shares:76.3K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$325.6M)

464287234

EEM|464287234

Shares:53.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.6M)

25434V872

Shares:54.1K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.6M)

25434V880

DFAX|25434V880

Shares:86.5K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$325.6M)

46436E718

Shares:22.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$325.6M)

25434V302

Shares:84.5K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$325.6M)

921946406

VYM|921946406

Shares:16.8K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$325.6M)

25434V815

Shares:74.4K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$325.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:14.9K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$325.6M)

025072703

AVDE|025072703

Shares:29.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$325.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$325.6M)

25434V666

Shares:59.3K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$325.6M)

Aon plc

AON|G0403H108

Shares:4.4K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$325.6M)

922908611

VBR|922908611

Shares:9.5K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$325.6M)

MICROSOFT CORP

MSFT|594918104

Shares:4.6K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$325.6M)

AMAZON COM INC

AMZN|023135106

Shares:8.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$325.6M)

464287341

Shares:39.1K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$325.6M)

464287226

Shares:16.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$325.6M)

464287507

IJH|464287507

Shares:26.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$325.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288646)✕	45.9K	QoQ +18.50% (+7.2K) YoY-	All Managers (Combined)	$2.4M	0.7% ($2.4M/$325.6M)	QoQ +20.04% (+$401.0K) YoY-
(cusip25434V203)✕	76.3K	QoQ -0.17% (-134) YoY-	All Managers (Combined)	$2.4M	0.7% ($2.4M/$325.6M)	QoQ +6.76% (-$150.9K) YoY-
(EEMcusip464287234)	53.3K	QoQ +10.75% (+5.2K) YoY-	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.6M)	QoQ +15.73% (+$316.6K) YoY-
(cusip25434V872)✕	54.1K	QoQ +18.51% (+8.4K) YoY-	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.6M)	QoQ +20.78% (+$391.4K) YoY-
(DFAXcusip25434V880)	86.5K	QoQ -0.22% (-193) YoY-	All Managers (Combined)	$2.3M	0.7% ($2.3M/$325.6M)	QoQ +5.15% (-$111.1K) YoY-
(cusip46436E718)✕	22.0K	QoQ -6.80% (-1.6K) YoY-	All Managers (Combined)	$2.2M	0.7% ($2.2M/$325.6M)	QoQ -6.48% (-$153.3K) YoY-
(cusip25434V302)✕	84.5K	QoQ +9.90% (+7.6K) YoY-	All Managers (Combined)	$2.2M	0.7% ($2.2M/$325.6M)	QoQ +12.15% (+$237.2K) YoY-
(VYMcusip921946406)	16.8K	QoQ -1.66% (-284) YoY-	All Managers (Combined)	$2.2M	0.7% ($2.2M/$325.6M)	QoQ -0.60% (-$13.1K) YoY-
(cusip25434V815)✕	74.4K	QoQ +0.41% (-304) YoY-	All Managers (Combined)	$2.1M	0.6% ($2.1M/$325.6M)	QoQ -8.16% (-$186.2K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	14.9K	QoQ +2.58% (+376) YoY-	All Managers (Combined)	$2.0M	0.6% ($2.0M/$325.6M)	QoQ +20.30% (+$334.0K) YoY-
(AVDEcusip025072703)	29.6K	QoQ +7.83% (+2.1K) YoY-	All Managers (Combined)	$2.0M	0.6% ($2.0M/$325.6M)	QoQ +16.44% (+$276.8K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.5K	QoQ -0.37% (-13) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$325.6M)	QoQ +17.05% (-$271.3K) YoY-
(cusip25434V666)✕	59.3K	QoQ +0.58% (+344) YoY-	All Managers (Combined)	$1.8M	0.6% ($1.8M/$325.6M)	QoQ +2.39% (+$42.4K) YoY-
Aon plc(AONcusipG0403H108)	4.4K	QoQ -1.27% (-57) YoY-	All Managers (Combined)	$1.8M	0.5% ($1.8M/$325.6M)	QoQ +9.70% (-$156.3K) YoY-
(VBRcusip922908611)	9.5K	QoQ +1.15% (-108) YoY-	All Managers (Combined)	$1.8M	0.5% ($1.8M/$325.6M)	QoQ -4.91% (-$91.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.6K	QoQ -0.15% (-7) YoY-	All Managers (Combined)	$1.7M	0.5% ($1.7M/$325.6M)	QoQ -11.07% (-$214.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	8.9K	QoQ +19.84% (+1.5K) YoY-	All Managers (Combined)	$1.7M	0.5% ($1.7M/$325.6M)	QoQ +3.93% (+$63.8K) YoY-
(cusip464287341)✕	39.1K	QoQ +10.58% (+3.7K) YoY-	All Managers (Combined)	$1.6M	0.5% ($1.6M/$325.6M)	QoQ +21.85% (+$295.4K) YoY-
(cusip464287226)✕	16.0K	QoQ +0.77% (+123) YoY-	All Managers (Combined)	$1.6M	0.5% ($1.6M/$325.6M)	QoQ +2.87% (+$44.3K) YoY-
(IJHcusip464287507)	26.6K	QoQ +16.80% (+3.8K) YoY-	All Managers (Combined)	$1.6M	0.5% ($1.6M/$325.6M)	QoQ +9.38% (+$133.1K) YoY-