Cloud Capital Management, LLC Incresed Positions in Q3 2025

Cloud Capital Management, LLC

  • $190 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
30.1K
+ 4.68%
$36.04 - $38.78 $1.08M - $1.17M
673K $25.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.4K
+ 13.73%
$30.76 - $33.01 $690K - $741K
186K $6.09M
Avantis International Small Cp Eq ETF
63
+ 0.54%
N/A
11.8K $797K
AVUV
American Centy ETF Tr Avantis

ETFs
4.39K
+ 13.13%
$90.37 - $102.12 $396K - $448K
37.8K $3.76M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.4K
+ 18.87%
$29.55 - $32.52 $426K - $469K
90.9K $2.91M
AVUS
American Centy ETF Tr Avantis

ETFs
983
+ 1.71%
$101.2 - $109.16 $99.5K - $107K
58.5K $6.36M
AVDV
American Centy ETF Tr Avantis

ETFs
3.78K
+ 20.03%
$79.24 - $89.03 $300K - $337K
22.7K $2.02M
Avantis Emerging Markets Small Cap Equity ETF
555
+ 8.88%
N/A
6.8K $435K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
396
+ 9.61%
$567.77 - $614.76 $225K - $243K
4.52K $2.77M
Dimensional Us Large Cap Value ETF
40
+ 0.34%
N/A
11.7K $385K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.15K
+ 6.58%
$74.68 - $80.26 $161K - $173K
34.8K $2.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.05K
+ 57.82%
$72.57 - $74.72 $294K - $303K
11.1K $821K
NVDA
Nvidia Corp

Technology
786
+ 16.3%
$153.3 - $186.58 $120K - $147K
5.61K $1.05M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.25K
+ 12.51%
$41.91 - $44.87 $178K - $191K
38.2K $1.71M
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 1.12%
$293.94 - $444.72 $6.76K - $10.2K
2.08K $923K
DFAE
Dimensional ETF Tr

ETFs
6.41K
+ 49.68%
$28.84 - $31.84 $185K - $204K
19.3K $608K
DFAI
Dimensional ETF Tr

ETFs
3.17K
+ 5.29%
$34.05 - $36.55 $108K - $116K
63.1K $2.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.83K
+ 10.31%
$29.2 - $32.74 $112K - $125K
41K $1.3M
VTV
Vanguard Value ETF

ETFs
143
+ 0.89%
$175.51 - $186.57 $25.1K - $26.7K
16.3K $3.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
96
+ 0.25%
$63.41 - $69.69 $6.09K - $6.69K
39K $2.67M
GOOGL
Alphabet Inc.

Communication Services
183
+ 8.65%
$174.36 - $254.72 $31.9K - $46.6K
2.3K $559K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.01K
+ 2.11%
$28.92 - $32.19 $29.1K - $32.4K
48.6K $1.55M
DFIV
Dimensional ETF Tr

ETFs
215
+ 0.49%
$42.66 - $46.53 $9.17K - $10K
44.5K $2.05M
AVLV
American Centy ETF Tr Avantis
1.38K
+ 10.56%
$68.33 - $72.69 $94.4K - $100K
14.5K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
49
+ 1.19%
$303.93 - $329.86 $14.9K - $16.2K
4.18K $1.37M
ORCL
Oracle Corp

Technology
91
+ 6.87%
$218.96 - $328.33 $19.9K - $29.9K
1.42K $398K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
659
+ 6.33%
$49.43 - $54.52 $32.6K - $35.9K
11.1K $599K
AVEM
American Centy ETF Tr Avantis

ETFs
393
+ 5.21%
$68.33 - $75.41 $26.9K - $29.6K
7.94K $596K
AVGO
Broadcom Inc.

Technology
89
+ 10.02%
$264.74 - $369.57 $23.6K - $32.9K
977 $322K
AVES
American Centy ETF Tr Avantis

ETFs
622
+ 8.59%
$53.51 - $57.96 $33.3K - $36.1K
7.86K $450K
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 11.1%
$282.78 - $316.06 $29.1K - $32.6K
1.03K $325K
META
Meta Platforms, Inc.

Communication Services
78
+ 14.91%
$695.21 - $791.73 $54.2K - $61.8K
601 $441K
JNJ
Johnson & Johnson

Healthcare
49
+ 4.11%
$155.17 - $185.42 $7.6K - $9.09K
1.24K $230K
SE
Sea LTD

Consumer Cyclical
34
+ 1.87%
$146.23 - $196.5 $4.97K - $6.68K
1.86K $331K
DFAT
Dimensional ETF Tr U S Target

ETFs
79
+ 1.5%
$53.36 - $59.69 $4.22K - $4.72K
5.34K $310K
HIG
Hartford Financial Services Group, Inc.

Financial Services
16
+ 0.7%
$119.73 - $134.7 $1.92K - $2.16K
2.29K $306K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
83
+ 1.11%
$29.97 - $32.38 $2.49K - $2.69K
7.56K $241K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
144
+ 0.74%
$41.8 - $43.15 $6.02K - $6.21K
19.6K $838K
TLT
Ishares Barclays 20+ Year Trea

ETFs
21
+ 0.69%
$85.01 - $90.35 $1.79K - $1.9K
3.05K $272K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 4.02%
$915.95 - $994.57 $17.4K - $18.9K
492 $455K
NFLX
Netflix Inc

Communication Services
9
+ 5.11%
$1147.87 - $1297.18 $10.3K - $11.7K
185 $221K
ARES
Ares Management Corp

Financial Services
5
+ 0.2%
$159.89 - $192.76 $799 - $964
2.55K $407K
PM
Philip Morris International Inc.

Consumer Defensive
31
+ 1.6%
$157.77 - $183.27 $4.89K - $5.68K
1.97K $318K
V
Visa Inc.

Financial Services
1
+ 0.03%
$332.09 - $358.86 $332 - $359
2.98K $1.02M
Activity Summary
Buys All Purchases 1558 New Holdings 1513 Increased Positions 45 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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