$399 Million is the total value of Crane Advisory, LLC's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AON | AON PLC | $555,835 | -3.2% | 1,697 | 0.0% | 0.14% | -15.8% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $358,738 | -2.7% | 1,674 | 0.0% | 0.09% | -15.1% | |
| GLD | SPDR GOLD TR | $314,360 | -2.8% | 1,819 | 0.0% | 0.08% | -15.1% | |
| MGM | MGM RESORTS INTERNATIONAL | $278,404 | -12.5% | 7,488 | 0.0% | 0.07% | -23.1% | |
| CAT | CATERPILLAR INC | $256,107 | +10.8% | 944 | 0.0% | 0.06% | -3.0% | |
| MDT | MEDTRONIC PLC | $215,473 | -13.5% | 2,868 | 0.0% | 0.05% | -25.0% | |
| DIS | DISNEY WALT CO | $200,061 | -5.7% | 2,362 | 0.0% | 0.05% | -18.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.