Filed: 4/29/2025ACC: 0001898296-25-000006
📋 What this filing means
CLOUD CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $140.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
280
Positions
$140.8K
Total AUM (reported)
3.28M
Total Shares
Allocation by class
COM$140.8K100.0%
Portfolio Concentration
Top 3$44.8K31.8%
4–10$32.2K22.8%
11–25$32.8K23.3%
Rest$31.1K22.1%
Top 3 weight
31.8%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 3.28M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole280
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings280
Rows:
DIMENSIONAL U.S. CORE ETY 2
SOLEShares687.79K
TypeSH
Market value$22.7K
16.11%
Sole
0.00
Shared
0.00
None
687.79K
SCHWAB SHORT-TERM US TREASURY
SOLEShares575.51K
TypeSH
Market value$14.0K
9.95%
Sole
0.00
Shared
0.00
None
575.51K
DIMENSIONAL WORLD EX U.S. CORE ETY 2
SOLEShares309.42K
TypeSH
Market value$8.1K
5.76%
Sole
0.00
Shared
0.00
None
309.42K
VANGUARD SHORT-TERM INFL-PROT SEC
SOLEShares160.88K
TypeSH
Market value$8.0K
5.70%
Sole
0.00
Shared
0.00
None
160.88K
DIMENSIONAL US CORE ETY 1
SOLEShares74.71K
TypeSH
Market value$4.6K
3.25%
Sole
0.00
Shared
0.00
None
74.71K
SCHWAB US TIPS
SOLEShares168.87K
TypeSH
Market value$4.5K
3.22%
Sole
0.00
Shared
0.00
None
168.87K
SCHWAB INTERMEDIATE-TERM US TREASURY
SOLEShares180.51K
TypeSH
Market value$4.5K
3.19%
Sole
0.00
Shared
0.00
None
180.51K
DIMENSIONAL INTL CORE ETY 2
SOLEShares130.69K
TypeSH
Market value$3.6K
2.58%
Sole
0.00
Shared
0.00
None
130.69K
APPLE INC COM
SOLEShares15.61K
TypeSH
Market value$3.5K
2.46%
Sole
0.00
Shared
0.00
None
15.61K
ALPHABET INC CAP STK CL C
SOLEShares21.96K
TypeSH
Market value$3.4K
2.44%
Sole
0.00
Shared
0.00
None
21.96K
MICROSOFT CORP COM
SOLEShares9.48K
TypeSH
Market value$3.2K
2.30%
Sole
0.00
Shared
0.00
None
9.48K
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
SOLEShares52.09K
TypeSH
Market value$3.2K
2.24%
Sole
0.00
Shared
0.00
None
52.09K
AVANTIS U.S. SMALL CAP VALUE
SOLEShares34.15K
TypeSH
Market value$3.0K
2.11%
Sole
0.00
Shared
0.00
None
34.15K
VANGUARD SHORT-TERM CORP BOND
SOLEShares32.30K
TypeSH
Market value$2.5K
1.81%
Sole
0.00
Shared
0.00
None
32.30K
AMAZON COM INC COM
SOLEShares13.36K
TypeSH
Market value$2.5K
1.80%
Sole
0.00
Shared
0.00
None
13.36K
VANGUARD VALUE
SOLEShares14.52K
TypeSH
Market value$2.5K
1.78%
Sole
0.00
Shared
0.00
None
14.52K
INVESCO QQQ TRUST SERIES I
SOLEShares5.20K
TypeSH
Market value$2.4K
1.73%
Sole
0.00
Shared
0.00
None
5.20K
ISHARES CORE MSCI INTL DEVELOPED MKTS
SOLEShares30.21K
TypeSH
Market value$2.1K
1.48%
Sole
0.00
Shared
0.00
None
30.21K
VANGUARD S&P 500
SOLEShares3.95K
TypeSH
Market value$2.0K
1.44%
Sole
0.00
Shared
0.00
None
3.95K
DIMENSIONAL U.S. SMALL CAP
SOLEShares29.39K
TypeSH
Market value$1.8K
1.25%
Sole
0.00
Shared
0.00
None
29.39K
DIMENSIONAL EMERGING MKTS CORE ETY 2
SOLEShares65.72K
TypeSH
Market value$1.7K
1.23%
Sole
0.00
Shared
0.00
None
65.72K
DIMENSIONAL INTL VALUE
SOLEShares43.70K
TypeSH
Market value$1.7K
1.22%
Sole
0.00
Shared
0.00
None
43.70K
DIMENSIONAL US MARKETWIDE VALUE
SOLEShares38.81K
TypeSH
Market value$1.6K
1.13%
Sole
0.00
Shared
0.00
None
38.81K
AVANTIS U.S. ETY
SOLEShares14.65K
TypeSH
Market value$1.4K
0.96%
Sole
0.00
Shared
0.00
None
14.65K
VANGUARD TOTAL STOCK MARKET
SOLEShares4.05K
TypeSH
Market value$1.1K
0.79%
Sole
0.00
Shared
0.00
None
4.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE ETY 2SOLE | COM | 687.79K | SH | $22.7K 16.11% | 0.00 | 0.00 | 687.79K |
SCHWAB SHORT-TERM US TREASURYSOLE | COM | 575.51K | SH | $14.0K 9.95% | 0.00 | 0.00 | 575.51K |
DIMENSIONAL WORLD EX U.S. CORE ETY 2SOLE | COM | 309.42K | SH | $8.1K 5.76% | 0.00 | 0.00 | 309.42K |
VANGUARD SHORT-TERM INFL-PROT SECSOLE | COM | 160.88K | SH | $8.0K 5.70% | 0.00 | 0.00 | 160.88K |
DIMENSIONAL US CORE ETY 1SOLE | COM | 74.71K | SH | $4.6K 3.25% | 0.00 | 0.00 | 74.71K |
SCHWAB US TIPSSOLE | COM | 168.87K | SH | $4.5K 3.22% | 0.00 | 0.00 | 168.87K |
SCHWAB INTERMEDIATE-TERM US TREASURYSOLE | COM | 180.51K | SH | $4.5K 3.19% | 0.00 | 0.00 | 180.51K |
DIMENSIONAL INTL CORE ETY 2SOLE | COM | 130.69K | SH | $3.6K 2.58% | 0.00 | 0.00 | 130.69K |
APPLE INC COMSOLE | COM | 15.61K | SH | $3.5K 2.46% | 0.00 | 0.00 | 15.61K |
ALPHABET INC CAP STK CL CSOLE | COM | 21.96K | SH | $3.4K 2.44% | 0.00 | 0.00 | 21.96K |
MICROSOFT CORP COMSOLE | COM | 9.48K | SH | $3.2K 2.30% | 0.00 | 0.00 | 9.48K |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDSOLE | COM | 52.09K | SH | $3.2K 2.24% | 0.00 | 0.00 | 52.09K |
AVANTIS U.S. SMALL CAP VALUESOLE | COM | 34.15K | SH | $3.0K 2.11% | 0.00 | 0.00 | 34.15K |
VANGUARD SHORT-TERM CORP BONDSOLE | COM | 32.30K | SH | $2.5K 1.81% | 0.00 | 0.00 | 32.30K |
AMAZON COM INC COMSOLE | COM | 13.36K | SH | $2.5K 1.80% | 0.00 | 0.00 | 13.36K |
VANGUARD VALUESOLE | COM | 14.52K | SH | $2.5K 1.78% | 0.00 | 0.00 | 14.52K |
INVESCO QQQ TRUST SERIES ISOLE | COM | 5.20K | SH | $2.4K 1.73% | 0.00 | 0.00 | 5.20K |
ISHARES CORE MSCI INTL DEVELOPED MKTSSOLE | COM | 30.21K | SH | $2.1K 1.48% | 0.00 | 0.00 | 30.21K |
VANGUARD S&P 500SOLE | COM | 3.95K | SH | $2.0K 1.44% | 0.00 | 0.00 | 3.95K |
DIMENSIONAL U.S. SMALL CAPSOLE | COM | 29.39K | SH | $1.8K 1.25% | 0.00 | 0.00 | 29.39K |
DIMENSIONAL EMERGING MKTS CORE ETY 2SOLE | COM | 65.72K | SH | $1.7K 1.23% | 0.00 | 0.00 | 65.72K |
DIMENSIONAL INTL VALUESOLE | COM | 43.70K | SH | $1.7K 1.22% | 0.00 | 0.00 | 43.70K |
DIMENSIONAL US MARKETWIDE VALUESOLE | COM | 38.81K | SH | $1.6K 1.13% | 0.00 | 0.00 | 38.81K |
AVANTIS U.S. ETYSOLE | COM | 14.65K | SH | $1.4K 0.96% | 0.00 | 0.00 | 14.65K |
VANGUARD TOTAL STOCK MARKETSOLE | COM | 4.05K | SH | $1.1K 0.79% | 0.00 | 0.00 | 4.05K |
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