$391 Million is the total value of Cranbrook Wealth Management, LLC's 336 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 15.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $640,000 | +14.3% | 7,034 | 0.0% | 0.16% | +1.2% | |
| PEP | PEPSICO INC | $603,000 | +6.9% | 4,069 | 0.0% | 0.15% | -5.5% | |
| SYK | STRYKER CORPORATION | $598,000 | +17.5% | 2,441 | 0.0% | 0.15% | +4.1% | |
| HEFA | ISHARES TRhdg msci eafe | $553,000 | +10.6% | 18,146 | 0.0% | 0.14% | -2.1% | |
| AGG | ISHARES TRcore us aggbd et | $428,000 | 0.0% | 3,623 | 0.0% | 0.11% | -12.1% | |
| ABT | ABBOTT LABS | $424,000 | +0.5% | 3,875 | 0.0% | 0.11% | -11.5% | |
| IWS | ISHARES TRrus mdcp val etf | $418,000 | +19.8% | 4,311 | 0.0% | 0.11% | +5.9% | |
| MCD | MCDONALDS CORP | $401,000 | -2.2% | 1,868 | 0.0% | 0.10% | -12.7% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $402,000 | +11.7% | 1,076 | 0.0% | 0.10% | -1.0% | |
| TQQQ | PROSHARES TRultrapro qqq | $394,000 | +38.7% | 2,168 | 0.0% | 0.10% | +23.2% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $380,000 | +19.1% | 43,351 | 0.0% | 0.10% | +5.4% | |
| HD | HOME DEPOT INC | $362,000 | -4.2% | 1,361 | 0.0% | 0.09% | -14.7% | |
| ABBV | ABBVIE INC | $358,000 | +22.2% | 3,340 | 0.0% | 0.09% | +8.2% | |
| JNJ | JOHNSON & JOHNSON | $343,000 | +5.9% | 2,178 | 0.0% | 0.09% | -6.4% | |
| CNDT | CONDUENT INC | $267,000 | +50.8% | 55,560 | 0.0% | 0.07% | +33.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $256,000 | +3.6% | 2,033 | 0.0% | 0.06% | -8.5% | |
| VOO | VANGUARD INDEX FDS | $251,000 | +11.6% | 730 | 0.0% | 0.06% | -1.5% | |
| IYM | ISHARES TRu.s. bas mtl etf | $231,000 | +14.9% | 2,034 | 0.0% | 0.06% | +1.7% | |
| APTV | APTIV PLC | $204,000 | +42.7% | 1,563 | 0.0% | 0.05% | +26.8% | |
| ABR | ARBOR REALTY TRUST INC | $199,000 | +23.6% | 14,025 | 0.0% | 0.05% | +8.5% | |
| XEL | XCEL ENERGY INC | $194,000 | -3.0% | 2,905 | 0.0% | 0.05% | -13.8% | |
| ED | CONSOLIDATED EDISON INC | $165,000 | -7.3% | 2,289 | 0.0% | 0.04% | -17.6% | |
| CODI | COMPASS DIVERSIFIEDsh ben int | $159,000 | +1.9% | 8,179 | 0.0% | 0.04% | -8.9% | |
| PFE | PFIZER INC | $162,000 | 0.0% | 4,414 | 0.0% | 0.04% | -12.8% | |
| IWN | ISHARES TRrus 2000 val etf | $155,000 | +32.5% | 1,175 | 0.0% | 0.04% | +17.6% | |
| IWD | ISHARES TRrus 1000 val etf | $152,000 | +15.2% | 1,114 | 0.0% | 0.04% | +2.6% | |
| MRK | MERCK & CO. INC | $151,000 | -1.9% | 1,851 | 0.0% | 0.04% | -11.4% | |
| IYR | ISHARES TRu.s. real es etf | $144,000 | +6.7% | 1,686 | 0.0% | 0.04% | -5.1% | |
| AEP | AMERICAN ELEC PWR CO INC | $142,000 | +1.4% | 1,709 | 0.0% | 0.04% | -10.0% | |
| INTC | INTEL CORP | $137,000 | -4.2% | 2,754 | 0.0% | 0.04% | -14.6% | |
| IYH | ISHARES TRus hlthcare etf | $138,000 | +8.7% | 561 | 0.0% | 0.04% | -5.4% | |
| PMT | PENNYMAC MTG INVT TR | $124,000 | +9.7% | 7,027 | 0.0% | 0.03% | -3.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $127,000 | +9.5% | 791 | 0.0% | 0.03% | -5.9% | |
| IYE | ISHARES TRu.s. energy etf | $123,000 | +26.8% | 6,083 | 0.0% | 0.03% | +10.7% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $110,000 | 0.0% | 1,248 | 0.0% | 0.03% | -12.5% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $101,000 | +1.0% | 1,836 | 0.0% | 0.03% | -10.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $100,000 | +8.7% | 430 | 0.0% | 0.03% | -3.7% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $99,000 | +12.5% | 1,086 | 0.0% | 0.02% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $96,000 | +18.5% | 55 | 0.0% | 0.02% | +8.7% | |
| WMT | WALMART INC | $92,000 | +3.4% | 639 | 0.0% | 0.02% | -7.7% | |
| IEF | ISHARES TRbarclays 7 10 yr | $95,000 | -1.0% | 788 | 0.0% | 0.02% | -14.3% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $81,000 | +12.5% | 380 | 0.0% | 0.02% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $84,000 | 0.0% | 971 | 0.0% | 0.02% | -12.5% | |
| IWV | ISHARES TRrussell 3000 etf | $84,000 | +13.5% | 376 | 0.0% | 0.02% | 0.0% | |
| JNK | SPDR SER TRbloomberg brclys | $82,000 | +5.1% | 751 | 0.0% | 0.02% | -8.7% | |
| FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $76,000 | +35.7% | 1,820 | 0.0% | 0.02% | +18.8% | |
| DUK | DUKE ENERGY CORP NEW | $76,000 | +2.7% | 833 | 0.0% | 0.02% | -9.5% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $70,000 | +29.6% | 415 | 0.0% | 0.02% | +12.5% | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $69,000 | +23.2% | 1,725 | 0.0% | 0.02% | +12.5% | |
| ORCL | ORACLE CORP | $68,000 | +7.9% | 1,055 | 0.0% | 0.02% | -5.6% | |
| BA | BOEING CO | $66,000 | +29.4% | 306 | 0.0% | 0.02% | +13.3% | |
| IEI | ISHARES TR3 7 yr treas bd | $59,000 | -1.7% | 447 | 0.0% | 0.02% | -11.8% | |
| GNTX | GENTEX CORP | $57,000 | +32.6% | 1,671 | 0.0% | 0.02% | +25.0% | |
| SO | SOUTHERN CO | $54,000 | +12.5% | 880 | 0.0% | 0.01% | 0.0% | |
| FUN | CEDAR FAIR L Pdepositry unit | $54,000 | +42.1% | 1,366 | 0.0% | 0.01% | +27.3% | |
| NVDA | NVIDIA CORPORATION | $54,000 | -3.6% | 103 | 0.0% | 0.01% | -12.5% | |
| AMGN | AMGEN INC | $56,000 | -9.7% | 245 | 0.0% | 0.01% | -22.2% | |
| BAX | BAXTER INTL INC | $53,000 | 0.0% | 658 | 0.0% | 0.01% | -6.7% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $56,000 | +14.3% | 177 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $51,000 | +10.9% | 212 | 0.0% | 0.01% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO | $51,000 | +2.0% | 1,104 | 0.0% | 0.01% | -7.1% | |
| HSY | HERSHEY CO | $52,000 | +6.1% | 339 | 0.0% | 0.01% | -7.1% | |
| F | FORD MTR CO DEL | $45,000 | +32.4% | 5,169 | 0.0% | 0.01% | +20.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $48,000 | +23.1% | 709 | 0.0% | 0.01% | +9.1% | |
| HBAN | HUNTINGTON BANCSHARES INC | $44,000 | +37.5% | 3,505 | 0.0% | 0.01% | +22.2% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $39,000 | +14.7% | 110 | 0.0% | 0.01% | 0.0% | |
| PLXP | PLX PHARMA INC | $41,000 | +70.8% | 7,500 | 0.0% | 0.01% | +42.9% | |
| ACN | ACCENTURE PLC IRELAND | $38,000 | +15.2% | 144 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $39,000 | +8.3% | 1,230 | 0.0% | 0.01% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $34,000 | +9.7% | 150 | 0.0% | 0.01% | 0.0% | |
| BNO | UNITED STS BRENT OIL FD LPunit | $37,000 | +19.4% | 2,888 | 0.0% | 0.01% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $35,000 | +45.8% | 1,100 | 0.0% | 0.01% | +28.6% | |
| C | CITIGROUP INC | $37,000 | +42.3% | 595 | 0.0% | 0.01% | +12.5% | |
| COST | COSTCO WHSL CORP NEW | $31,000 | +6.9% | 81 | 0.0% | 0.01% | 0.0% | |
| KO | COCA COLA CO | $33,000 | +10.0% | 599 | 0.0% | 0.01% | -11.1% | |
| VDE | VANGUARD WORLD FDSenergy etf | $31,000 | +29.2% | 590 | 0.0% | 0.01% | +14.3% | |
| MPC | MARATHON PETE CORP | $27,000 | +42.1% | 650 | 0.0% | 0.01% | +40.0% | |
| HON | HONEYWELL INTL INC | $28,000 | +33.3% | 130 | 0.0% | 0.01% | +16.7% | |
| VAR | VARIAN MED SYS INC | $28,000 | 0.0% | 160 | 0.0% | 0.01% | -12.5% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $28,000 | +7.7% | 42 | 0.0% | 0.01% | -12.5% | |
| SON | SONOCO PRODS CO | $27,000 | +17.4% | 449 | 0.0% | 0.01% | 0.0% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $26,000 | +18.2% | 733 | 0.0% | 0.01% | +16.7% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $24,000 | +4.3% | 1,313 | 0.0% | 0.01% | -14.3% | |
| UNM | UNUM GROUP | $25,000 | +38.9% | 1,082 | 0.0% | 0.01% | +20.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $25,000 | +66.7% | 1,620 | 0.0% | 0.01% | +50.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $23,000 | +27.8% | 130 | 0.0% | 0.01% | +20.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $23,000 | -4.2% | 636 | 0.0% | 0.01% | -14.3% | |
| HPQ | HP INC | $25,000 | +31.6% | 1,005 | 0.0% | 0.01% | +20.0% | |
| SCZ | ISHARES TReafe sml cp etf | $22,000 | +15.8% | 328 | 0.0% | 0.01% | +20.0% | |
| BLK | BLACKROCK INC | $18,000 | +28.6% | 25 | 0.0% | 0.01% | +25.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $20,000 | +11.1% | 589 | 0.0% | 0.01% | 0.0% | |
| GPC | GENUINE PARTS CO | $21,000 | +5.0% | 205 | 0.0% | 0.01% | -16.7% | |
| ETN | EATON CORP PLC | $21,000 | +16.7% | 178 | 0.0% | 0.01% | 0.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $20,000 | +25.0% | 323 | 0.0% | 0.01% | 0.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $21,000 | +5.0% | 46 | 0.0% | 0.01% | -16.7% | |
| CNFR | CONIFER HLDGS INC | $19,000 | +11.8% | 5,866 | 0.0% | 0.01% | 0.0% | |
| SPGI | S&P GLOBAL INC | $18,000 | -10.0% | 55 | 0.0% | 0.01% | -16.7% | |
| TMUS | T-MOBILE US INC | $14,000 | +16.7% | 102 | 0.0% | 0.00% | +33.3% | |
| ACWX | ISHARES TRmsci acwi ex us | $14,000 | +16.7% | 261 | 0.0% | 0.00% | +33.3% | |
| HAS | HASBRO INC | $14,000 | +16.7% | 150 | 0.0% | 0.00% | +33.3% | |
| IUSB | ISHARES TRcore total usd | $15,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $15,000 | +7.1% | 89 | 0.0% | 0.00% | 0.0% | |
| NWL | NEWELL BRANDS INC | $14,000 | +27.3% | 643 | 0.0% | 0.00% | +33.3% | |
| CPB | CAMPBELL SOUP CO | $14,000 | 0.0% | 286 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $12,000 | +20.0% | 222 | 0.0% | 0.00% | 0.0% | |
| LLY | LILLY ELI & CO | $12,000 | +20.0% | 69 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO | $10,000 | -9.1% | 320 | 0.0% | 0.00% | 0.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $10,000 | +25.0% | 57 | 0.0% | 0.00% | +50.0% | |
| KMB | KIMBERLY-CLARK CORP | $11,000 | -8.3% | 80 | 0.0% | 0.00% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $11,000 | +10.0% | 120 | 0.0% | 0.00% | 0.0% | |
| QCOM | QUALCOMM INC | $11,000 | +22.2% | 74 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $10,000 | +11.1% | 259 | 0.0% | 0.00% | 0.0% | |
| GNMA | ISHARES TRgnma bond etf | $12,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $10,000 | +25.0% | 532 | 0.0% | 0.00% | +50.0% | |
| MGA | MAGNA INTL INC | $10,000 | +66.7% | 138 | 0.0% | 0.00% | +50.0% | |
| IP | INTERNATIONAL PAPER CO | $10,000 | +25.0% | 200 | 0.0% | 0.00% | +50.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $12,000 | +33.3% | 1,005 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $10,000 | +11.1% | 248 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $11,000 | +10.0% | 41 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $7,000 | +75.0% | 661 | 0.0% | 0.00% | +100.0% | |
| IAGG | ISHARES TRcore intl aggr | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $7,000 | +75.0% | 282 | 0.0% | 0.00% | +100.0% | |
| CHD | CHURCH & DWIGHT INC | $8,000 | -11.1% | 94 | 0.0% | 0.00% | -33.3% | |
| K | KELLOGG CO | $9,000 | -10.0% | 152 | 0.0% | 0.00% | -33.3% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $8,000 | +14.3% | 130 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $7,000 | +16.7% | 484 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC | $5,000 | +25.0% | 38 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $4,000 | +33.3% | 48 | 0.0% | 0.00% | 0.0% | |
| RL | RALPH LAUREN CORPcl a | $5,000 | +66.7% | 50 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $5,000 | +25.0% | 115 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $3,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| NEOG | NEOGEN CORP | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $5,000 | +25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| CTB | COOPER TIRE & RUBR CO | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| CSCO | CISCO SYS INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CVX | CHEVRON CORP NEW | $3,000 | +50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $5,000 | +25.0% | 34 | 0.0% | 0.00% | 0.0% | |
| TRS | TRIMAS CORP | $4,000 | +33.3% | 118 | 0.0% | 0.00% | 0.0% | |
| CERN | CERNER CORP | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,000 | +50.0% | 19 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – | |
| EWJ | ISHARES INCmsci jpn etf new | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| BPT | BP PRUDHOE BAY RTY TRunit ben int | $2,000 | +100.0% | 676 | 0.0% | 0.00% | – | |
| BP | BP PLCsponsored adr | $2,000 | +100.0% | 82 | 0.0% | 0.00% | – | |
| WM | WASTE MGMT INC DEL | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RE | EVEREST RE GROUP LTD | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| PBR | PETROLEO BRASILEIRO SA PETROsponsored adr | $2,000 | +100.0% | 150 | 0.0% | 0.00% | – | |
| TPR | TAPESTRY INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| LBTYK | LIBERTY GLOBAL PLC | $0 | – | 6 | 0.0% | 0.00% | – | |
| QRTEA | QURATE RETAIL INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| LGFB | LIONS GATE ENTMNT CORPcl b non vtg | $0 | – | 1 | 0.0% | 0.00% | – | |
| MIE | COHEN & STEERS MLP & ENGY OP | $0 | – | 1 | 0.0% | 0.00% | – | |
| LSXMK | LIBERTY MEDIA CORP DEL | $0 | – | 4 | 0.0% | 0.00% | – | |
| PNC | PNC FINL SVCS GROUP INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| VREX | VAREX IMAGING CORP | $1,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $0 | – | 1 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| DFS | DISCOVER FINL SVCS | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $1,000 | – | 113 | 0.0% | 0.00% | – | ||
| DD | DUPONT DE NEMOURS INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 2 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| DOW | DOW INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 3 | 0.0% | 0.00% | – | |
| GMLP | GOLAR LNG PARTNERS LP | $0 | – | 6 | 0.0% | 0.00% | – | |
| DISCK | DISCOVERY INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| IONS | IONIS PHARMACEUTICALS INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| HZN | HORIZON GLOBAL CORP | $0 | – | 47 | 0.0% | 0.00% | – | |
| VEON | VEON LTDsponsored adr | $0 | – | 122 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | 92 | 0.0% | 0.00% | – | |
| LSXMA | LIBERTY MEDIA CORP DEL | $0 | – | 2 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 11.4% |
| Vanguard ETF Intermediate Bond | 40 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 6.8% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 6.8% |
| ISHARES TR | 40 | Q3 2023 | 11.0% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 6.7% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 4.7% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 4.6% |
| ISHARES TR | 40 | Q3 2023 | 4.4% |
View Cranbrook Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Cranbrook Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.