Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DIS | Exit | DISNEY WALT CO | $0 | – | -2,362 | -100.0% | -0.05% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -2,868 | -100.0% | -0.05% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -944 | -100.0% | -0.06% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -2,124 | -100.0% | -0.07% | – |
MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -7,488 | -100.0% | -0.07% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -1,819 | -100.0% | -0.08% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,674 | -100.0% | -0.09% | – |
BA | Exit | BOEING CO | $0 | – | -1,982 | -100.0% | -0.09% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,338 | -100.0% | -0.10% | – |
EIX | Exit | EDISON INTL | $0 | – | -6,554 | -100.0% | -0.10% | – |
O | Exit | REALTY INCOME CORP | $0 | – | -9,538 | -100.0% | -0.12% | – |
AON | Exit | AON PLC | $0 | – | -1,697 | -100.0% | -0.14% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -4,420 | -100.0% | -0.17% | – |
VONE | Exit | VANGUARD SCOTTSDALE FDSvng rus1000idx | $0 | – | -3,575 | -100.0% | -0.18% | – |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,373 | -100.0% | -0.19% | – |
MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -7,837 | -100.0% | -0.20% | – |
AAPL | Exit | APPLE INC | $0 | – | -16,382 | -100.0% | -0.74% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -108,605 | -100.0% | -1.28% | – |
IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -159,406 | -100.0% | -1.34% | – |
VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -56,868 | -100.0% | -2.66% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -51,511 | -100.0% | -2.69% | – |
PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -843,643 | -100.0% | -10.44% | – |
GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -1,895,834 | -100.0% | -10.44% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -150,123 | -100.0% | -10.51% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -322,733 | -100.0% | -11.11% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -154,328 | -100.0% | -15.37% | – |
GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -629,042 | -100.0% | -15.75% | – |
SHV | Exit | ISHARES TRshort treas bd | $0 | – | -575,444 | -100.0% | -15.90% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 5 | Q3 2023 | 17.2% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 15.7% |
GOLDMAN SACHS ETF TR | 5 | Q3 2023 | 15.7% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 12.3% |
PGIM ETF TR | 5 | Q3 2023 | 11.2% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 10.6% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 2.8% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 2.7% |
ISHARES TR | 5 | Q3 2023 | 1.6% |
ISHARES INC | 5 | Q3 2023 | 1.5% |
View Crane Advisory, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-03 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-24 |
View Crane Advisory, 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.