Filed: 8/6/2025ACC: 0002060492-25-000001
📋 What this filing means
CLOUD CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $160.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$160.3K
Total AUM (reported)
3.25M
Total Shares
Allocation by class
COM$160.3K100.0%
Portfolio Concentration
Top 3$47.5K29.6%
4–10$43.9K27.4%
11–25$41.5K25.9%
Rest$27.4K17.1%
Top 3 weight
29.6%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 3.25M
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
3.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares642.46K
TypeSH
Market value$23.5K
14.67%
Sole
0.00
Shared
0.00
None
642.46K
SCHWAB SHORT-TERM US TREASURY ETF
SOLEShares553.34K
TypeSH
Market value$13.5K
8.39%
Sole
0.00
Shared
0.00
None
553.34K
APPLE INC COM
SOLEShares51.57K
TypeSH
Market value$10.5K
6.54%
Sole
0.00
Shared
0.00
None
51.57K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares284.40K
TypeSH
Market value$8.4K
5.25%
Sole
0.00
Shared
0.00
None
284.40K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares160.65K
TypeSH
Market value$8.1K
5.04%
Sole
0.00
Shared
0.00
None
160.65K
MICROSOFT CORP COM
SOLEShares14.91K
TypeSH
Market value$7.1K
4.42%
Sole
0.00
Shared
0.00
None
14.91K
AVANTIS U.S. EQUITY ETF
SOLEShares57.49K
TypeSH
Market value$5.9K
3.69%
Sole
0.00
Shared
0.00
None
57.49K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares163.43K
TypeSH
Market value$5.1K
3.17%
Sole
0.00
Shared
0.00
None
163.43K
DIMENSIONAL US CORE EQUITY 1 ETF
SOLEShares71.68K
TypeSH
Market value$4.9K
3.05%
Sole
0.00
Shared
0.00
None
71.68K
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
SOLEShares177.51K
TypeSH
Market value$4.4K
2.77%
Sole
0.00
Shared
0.00
None
177.51K
SCHWAB US TIPS ETF
SOLEShares165.66K
TypeSH
Market value$4.4K
2.76%
Sole
0.00
Shared
0.00
None
165.66K
ALPHABET INC CAP STK CL C
SOLEShares22.27K
TypeSH
Market value$4.4K
2.72%
Sole
0.00
Shared
0.00
None
22.27K
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
SOLEShares51.85K
TypeSH
Market value$3.5K
2.17%
Sole
0.00
Shared
0.00
None
51.85K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares33.39K
TypeSH
Market value$3.1K
1.91%
Sole
0.00
Shared
0.00
None
33.39K
AMAZON COM INC COM
SOLEShares14.35K
TypeSH
Market value$3.0K
1.89%
Sole
0.00
Shared
0.00
None
14.35K
VANGUARD VALUE ETF
SOLEShares16.11K
TypeSH
Market value$2.9K
1.78%
Sole
0.00
Shared
0.00
None
16.11K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares33.89K
TypeSH
Market value$2.7K
1.68%
Sole
0.00
Shared
0.00
None
33.89K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares38.88K
TypeSH
Market value$2.5K
1.56%
Sole
0.00
Shared
0.00
None
38.88K
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
SOLEShares32.68K
TypeSH
Market value$2.5K
1.54%
Sole
0.00
Shared
0.00
None
32.68K
INVESCO QQQ TRUST SERIES I
SOLEShares4.33K
TypeSH
Market value$2.4K
1.52%
Sole
0.00
Shared
0.00
None
4.33K
VANGUARD S&P 500 ETF
SOLEShares4.12K
TypeSH
Market value$2.4K
1.49%
Sole
0.00
Shared
0.00
None
4.12K
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
SOLEShares76.46K
TypeSH
Market value$2.3K
1.43%
Sole
0.00
Shared
0.00
None
76.46K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares59.97K
TypeSH
Market value$2.1K
1.29%
Sole
0.00
Shared
0.00
None
59.97K
DIMENSIONAL INTERNATIONAL VALUE ETF
SOLEShares44.31K
TypeSH
Market value$1.9K
1.20%
Sole
0.00
Shared
0.00
None
44.31K
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
SOLEShares18.89K
TypeSH
Market value$1.5K
0.96%
Sole
0.00
Shared
0.00
None
18.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | COM | 642.46K | SH | $23.5K 14.67% | 0.00 | 0.00 | 642.46K |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | COM | 553.34K | SH | $13.5K 8.39% | 0.00 | 0.00 | 553.34K |
APPLE INC COMSOLE | COM | 51.57K | SH | $10.5K 6.54% | 0.00 | 0.00 | 51.57K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | COM | 284.40K | SH | $8.4K 5.25% | 0.00 | 0.00 | 284.40K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | COM | 160.65K | SH | $8.1K 5.04% | 0.00 | 0.00 | 160.65K |
MICROSOFT CORP COMSOLE | COM | 14.91K | SH | $7.1K 4.42% | 0.00 | 0.00 | 14.91K |
AVANTIS U.S. EQUITY ETFSOLE | COM | 57.49K | SH | $5.9K 3.69% | 0.00 | 0.00 | 57.49K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | COM | 163.43K | SH | $5.1K 3.17% | 0.00 | 0.00 | 163.43K |
DIMENSIONAL US CORE EQUITY 1 ETFSOLE | COM | 71.68K | SH | $4.9K 3.05% | 0.00 | 0.00 | 71.68K |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | COM | 177.51K | SH | $4.4K 2.77% | 0.00 | 0.00 | 177.51K |
SCHWAB US TIPS ETFSOLE | COM | 165.66K | SH | $4.4K 2.76% | 0.00 | 0.00 | 165.66K |
ALPHABET INC CAP STK CL CSOLE | COM | 22.27K | SH | $4.4K 2.72% | 0.00 | 0.00 | 22.27K |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDSOLE | COM | 51.85K | SH | $3.5K 2.17% | 0.00 | 0.00 | 51.85K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | COM | 33.39K | SH | $3.1K 1.91% | 0.00 | 0.00 | 33.39K |
AMAZON COM INC COMSOLE | COM | 14.35K | SH | $3.0K 1.89% | 0.00 | 0.00 | 14.35K |
VANGUARD VALUE ETFSOLE | COM | 16.11K | SH | $2.9K 1.78% | 0.00 | 0.00 | 16.11K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | COM | 33.89K | SH | $2.7K 1.68% | 0.00 | 0.00 | 33.89K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | COM | 38.88K | SH | $2.5K 1.56% | 0.00 | 0.00 | 38.88K |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | COM | 32.68K | SH | $2.5K 1.54% | 0.00 | 0.00 | 32.68K |
INVESCO QQQ TRUST SERIES ISOLE | COM | 4.33K | SH | $2.4K 1.52% | 0.00 | 0.00 | 4.33K |
VANGUARD S&P 500 ETFSOLE | COM | 4.12K | SH | $2.4K 1.49% | 0.00 | 0.00 | 4.12K |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | COM | 76.46K | SH | $2.3K 1.43% | 0.00 | 0.00 | 76.46K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | COM | 59.97K | SH | $2.1K 1.29% | 0.00 | 0.00 | 59.97K |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | COM | 44.31K | SH | $1.9K 1.20% | 0.00 | 0.00 | 44.31K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | COM | 18.89K | SH | $1.5K 0.96% | 0.00 | 0.00 | 18.89K |
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