Filed: 11/3/2025ACC: 0002060492-25-000004
📋 What this filing means
CLOUD CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1591 equity positions with a total reported market value of $189.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1591
Positions
$189.7K
Total AUM (reported)
3.59M
Total Shares
Allocation by class
COM$189.7K100.0%
Portfolio Concentration
Top 3$51.0K26.9%
4–10$46.4K24.5%
11–25$44.2K23.3%
Rest$48.1K25.3%
Top 3 weight
26.9%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 3.59M
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
3.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1591
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1591
Rows:
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares672.56K
TypeSH
Market value$25.9K
13.67%
Sole
0.00
Shared
0.00
None
672.56K
SCHWAB SHORT-TERM US TREASURY ETF
SOLEShares550.05K
TypeSH
Market value$13.4K
7.07%
Sole
0.00
Shared
0.00
None
550.05K
APPLE INC COM
SOLEShares45.87K
TypeSH
Market value$11.7K
6.16%
Sole
0.00
Shared
0.00
None
45.87K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares278.12K
TypeSH
Market value$8.7K
4.60%
Sole
0.00
Shared
0.00
None
278.12K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares160.51K
TypeSH
Market value$8.1K
4.28%
Sole
0.00
Shared
0.00
None
160.51K
MICROSOFT CORP COM
SOLEShares13.27K
TypeSH
Market value$6.9K
3.62%
Sole
0.00
Shared
0.00
None
13.27K
AVANTIS U.S. EQUITY ETF
SOLEShares58.48K
TypeSH
Market value$6.4K
3.35%
Sole
0.00
Shared
0.00
None
58.48K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares185.88K
TypeSH
Market value$6.1K
3.21%
Sole
0.00
Shared
0.00
None
185.88K
ALPHABET INC CAP STK CL C
SOLEShares22.25K
TypeSH
Market value$5.4K
2.85%
Sole
0.00
Shared
0.00
None
22.25K
DIMENSIONAL US CORE EQUITY 1 ETF
SOLEShares67.12K
TypeSH
Market value$4.8K
2.55%
Sole
0.00
Shared
0.00
None
67.12K
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
SOLEShares165.62K
TypeSH
Market value$4.2K
2.19%
Sole
0.00
Shared
0.00
None
165.62K
SCHWAB US TIPS ETF
SOLEShares146.32K
TypeSH
Market value$3.9K
2.08%
Sole
0.00
Shared
0.00
None
146.32K
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares37.77K
TypeSH
Market value$3.8K
1.98%
Sole
0.00
Shared
0.00
None
37.77K
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
SOLEShares46.89K
TypeSH
Market value$3.3K
1.76%
Sole
0.00
Shared
0.00
None
46.89K
VANGUARD VALUE ETF
SOLEShares16.26K
TypeSH
Market value$3.0K
1.60%
Sole
0.00
Shared
0.00
None
16.26K
AMAZON COM INC COM
SOLEShares13.54K
TypeSH
Market value$3.0K
1.57%
Sole
0.00
Shared
0.00
None
13.54K
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
SOLEShares90.89K
TypeSH
Market value$2.9K
1.54%
Sole
0.00
Shared
0.00
None
90.89K
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
SOLEShares34.83K
TypeSH
Market value$2.8K
1.47%
Sole
0.00
Shared
0.00
None
34.83K
VANGUARD S&P 500 ETF
SOLEShares4.52K
TypeSH
Market value$2.8K
1.46%
Sole
0.00
Shared
0.00
None
4.52K
INVESCO QQQ TRUST SERIES I
SOLEShares4.54K
TypeSH
Market value$2.7K
1.44%
Sole
0.00
Shared
0.00
None
4.54K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares33.88K
TypeSH
Market value$2.7K
1.43%
Sole
0.00
Shared
0.00
None
33.88K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares38.98K
TypeSH
Market value$2.7K
1.41%
Sole
0.00
Shared
0.00
None
38.98K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares63.14K
TypeSH
Market value$2.3K
1.21%
Sole
0.00
Shared
0.00
None
63.14K
DIMENSIONAL INTERNATIONAL VALUE ETF
SOLEShares44.52K
TypeSH
Market value$2.1K
1.08%
Sole
0.00
Shared
0.00
None
44.52K
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
SOLEShares22.68K
TypeSH
Market value$2.0K
1.06%
Sole
0.00
Shared
0.00
None
22.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | COM | 672.56K | SH | $25.9K 13.67% | 0.00 | 0.00 | 672.56K |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | COM | 550.05K | SH | $13.4K 7.07% | 0.00 | 0.00 | 550.05K |
APPLE INC COMSOLE | COM | 45.87K | SH | $11.7K 6.16% | 0.00 | 0.00 | 45.87K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | COM | 278.12K | SH | $8.7K 4.60% | 0.00 | 0.00 | 278.12K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | COM | 160.51K | SH | $8.1K 4.28% | 0.00 | 0.00 | 160.51K |
MICROSOFT CORP COMSOLE | COM | 13.27K | SH | $6.9K 3.62% | 0.00 | 0.00 | 13.27K |
AVANTIS U.S. EQUITY ETFSOLE | COM | 58.48K | SH | $6.4K 3.35% | 0.00 | 0.00 | 58.48K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | COM | 185.88K | SH | $6.1K 3.21% | 0.00 | 0.00 | 185.88K |
ALPHABET INC CAP STK CL CSOLE | COM | 22.25K | SH | $5.4K 2.85% | 0.00 | 0.00 | 22.25K |
DIMENSIONAL US CORE EQUITY 1 ETFSOLE | COM | 67.12K | SH | $4.8K 2.55% | 0.00 | 0.00 | 67.12K |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | COM | 165.62K | SH | $4.2K 2.19% | 0.00 | 0.00 | 165.62K |
SCHWAB US TIPS ETFSOLE | COM | 146.32K | SH | $3.9K 2.08% | 0.00 | 0.00 | 146.32K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | COM | 37.77K | SH | $3.8K 1.98% | 0.00 | 0.00 | 37.77K |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDSOLE | COM | 46.89K | SH | $3.3K 1.76% | 0.00 | 0.00 | 46.89K |
VANGUARD VALUE ETFSOLE | COM | 16.26K | SH | $3.0K 1.60% | 0.00 | 0.00 | 16.26K |
AMAZON COM INC COMSOLE | COM | 13.54K | SH | $3.0K 1.57% | 0.00 | 0.00 | 13.54K |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | COM | 90.89K | SH | $2.9K 1.54% | 0.00 | 0.00 | 90.89K |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | COM | 34.83K | SH | $2.8K 1.47% | 0.00 | 0.00 | 34.83K |
VANGUARD S&P 500 ETFSOLE | COM | 4.52K | SH | $2.8K 1.46% | 0.00 | 0.00 | 4.52K |
INVESCO QQQ TRUST SERIES ISOLE | COM | 4.54K | SH | $2.7K 1.44% | 0.00 | 0.00 | 4.54K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | COM | 33.88K | SH | $2.7K 1.43% | 0.00 | 0.00 | 33.88K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | COM | 38.98K | SH | $2.7K 1.41% | 0.00 | 0.00 | 38.98K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | COM | 63.14K | SH | $2.3K 1.21% | 0.00 | 0.00 | 63.14K |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | COM | 44.52K | SH | $2.1K 1.08% | 0.00 | 0.00 | 44.52K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | COM | 22.68K | SH | $2.0K 1.06% | 0.00 | 0.00 | 22.68K |
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