account_balance
Investment manager · 13F filer · SEC CIK 2060492
Cloud Capital Management, LLC
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Reported value$266Mas of Sep 30, 2026
Positions120 11 new, 17 sold out
Top 10 weight51.6%DFAC alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACU.S. Core Equity 2 Portfolio: ETF Class Shares
17.2%Added +7%
AAPLApple Inc.
5.8%Trimmed −5%
DFICDimensional International Core Equity 2 ETF
5.3%Added +3%
SCHOSchwab Short-Term US Treasury ETF
4.0%Added +17%
AVUVAvantis U.S. Small Cap Value ETF
3.8%Added +8%
AVUSAvantis U.S. Equity ETF
3.6%Trimmed −8%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
3.4%
SCHRSchwab Intermediate-Term US Treasury ETF
3.0%
MSFTMicrosoft Corp
2.9%
DFEMDimensional Emerging Markets Core Equity 2 ETF
2.7%Added +11%
GOOGAlphabet Inc.
2.7%Trimmed −13%
VTIPVanguard Short-Term Inflation-Protected Securities ETF
2.4%Added +4%
DFACU.S. Core Equity 2 Portfolio: ETF Class Shares
17.2%Added +7%
AAPLApple Inc.
5.8%
DFICDimensional International Core Equity 2 ETF
5.3%
SCHOSchwab Short-Term US Treasury ETF
4.0%
AVUVAvantis U.S. Small Cap Value ETF
3.8%
AVUS3.6%
DFAX3.4%
SCHR3.0%
MSFT2.9%DFEM
GOOGVTIP2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC U.S. Core Equity 2 Portfolio: ETF Class Shares 17.2% Added +7%
AAPL Apple Inc. 5.8% Trimmed −5%DFIC Dimensional International Core Equity 2 ETF 5.3% Added +3%
SCHO Schwab Short-Term US Treasury ETF 4.0% Added +17%
AVUV Avantis U.S. Small Cap Value ETF 3.8% Added +8%
AVUS Avantis U.S. Equity ETF 3.6% Trimmed −8%
DFAX Dimensional World Ex U.S. Core Equity 2 ETF 3.4% Held
SCHR Schwab Intermediate-Term US Treasury ETF 3.0% Held
MSFT Microsoft Corp 2.9% HeldDFEM Dimensional Emerging Markets Core Equity 2 ETF 2.7% Added +11%
GOOG Alphabet Inc. 2.7% Trimmed −13%VTIP Vanguard Short-Term Inflation-Protected Securities ETF 2.4% Added +4%
What changed
Biggest moves since Jun 30, 2026
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