Cloud Capital Management, LLC
CIK 2060492 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- DFAC15.58%
- AAPL5.14%
- DFIC4.93%
- AVUS3.77%
- AVUV3.58%
- SCHO3.39%
- DFAX3.27%
- GOOG3.12%
- SCHR3.06%
- DCOR2.50%
Share classes counted separately48.34%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHRWeight decreased · -0.80 pp3.86% → 3.06%Shares -15.66K (-4.40%)
- VTIPWeight decreased · -0.71 pp3.03% → 2.32%Shares -12.24K (-8.81%)
- DFACWeight increased · +0.57 pp15.01% → 15.58%Shares +76.42K (+8.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2Exchange Traded Fund View history and evidence | $42.70M | 15.58% | 962.62K shares | 15.01% → 15.58%+0.57 pp +76.42K (+8.62%) | Added | ▾ |
| 02 | AAPLAPPLE INCCommon Stock View history and evidence | $14.09M | 5.14% | 48.70K shares | 5.18% → 5.14%-0.04 pp +1.86K (+3.97%) | Added | ▾ |
| 03 | DFICDIMENSIONAL INTERNATIONAL COExchange Traded Fund View history and evidence | $13.52M | 4.93% | 362.79K shares | 4.89% → 4.93%+0.04 pp +46.81K (+14.81%) | Added | ▾ |
| 04 | AVUSAVANTIS U.S. EQUITY ETFExchange Traded Fund View history and evidence | $10.34M | 3.77% | 80.76K shares | 3.90% → 3.77%-0.13 pp +290 (+0.36%) | Added | ▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEExchange Traded Fund View history and evidence | $9.82M | 3.58% | 78.71K shares | 3.34% → 3.58%+0.24 pp +9.42K (+13.60%) | Added | ▾ |
| 06 | SCHOSCHWAB SHORT-TERM US TREASExchange Traded Fund View history and evidence | $9.29M | 3.39% | 384.91K shares | 3.68% → 3.39%-0.29 pp +37.20K (+10.70%) | Added | ▾ |
| 07 | DFAXDIMENSIONAL WORLD EX US COREExchange Traded Fund View history and evidence | $8.97M | 3.27% | 243.48K shares | 3.72% → 3.27%-0.45 pp -7.80K (-3.10%) | Reduced | ▾ |
| 08 | GOOGALPHABET INC-CL CCommon Stock View history and evidence | $8.54M | 3.12% | 24.17K shares | 2.97% → 3.12%+0.15 pp +434 (+1.83%) | Added | ▾ |
| 09 | SCHRSCHWAB INTERMEDIATE-TERM USExchange Traded Fund View history and evidence | $8.38M | 3.06% | 340.02K shares | 3.86% → 3.06%-0.80 pp -15.66K (-4.40%) | Reduced | ▾ |
| 10 | DCORDIMENSIONAL US CORE EQ 1 ETFExchange Traded Fund View history and evidence | $6.85M | 2.50% | 83.54K shares | 2.68% → 2.50%-0.18 pp -1.71K (-2.01%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -1,658 | -$281.00K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2060492 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 272997
}Research all 126 reported holdings.
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