HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
77,602 | +2,954 | $40,798 |
| IVV | 77,602 | +2,954 | $40,798 |
| VANGUARD BD INDEX FDS (BIV) |
502,528 | +45,925 | $37,891 |
| BIV | 502,528 | +45,925 | $37,891 |
| ISHARES TR (IEFA) |
436,165 | +2,080 | $32,372 |
| IEFA | 436,165 | +2,080 | $32,372 |
| VANGUARD CHARLOTTE FDS (BNDX) |
523,757 | -17,591 | $25,764 |
| BNDX | 523,757 | -17,591 | $25,764 |
| VANGUARD INDEX FDS (VO) |
102,996 | -654 | $25,735 |
| VO | 102,996 | -654 | $25,735 |
| ISHARES TR (IJR) |
102,227 | -507 | $11,298 |
| IJR | 102,227 | -507 | $11,298 |
| SCHWAB STRATEGIC TR |
285,850 | +3,506 | $11,154 |
| SCHF | 285,850 | +3,506 | $11,154 |
| VANGUARD INDEX FDS (VUG) |
29,633 | -363 | $10,200 |
| VUG | 29,633 | -363 | $10,200 |
| VANGUARD INDEX FDS (VV) |
39,685 | +472 | $9,515 |
| VV | 39,685 | +472 | $9,515 |
| ISHARES TR (EFG) |
87,305 | -2,304 | $9,061 |
| EFG | 87,305 | -2,304 | $9,061 |
| VANGUARD INDEX FDS (VTV) |
54,762 | +197 | $8,919 |
| VTV | 54,762 | +197 | $8,919 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
205,903 | UNCH | $8,601 |
| VWO | 205,903 | UNCH | $8,601 |
| ISHARES TR (ISTB) |
174,971 | +4,027 | $8,301 |
| ISTB | 174,971 | +4,027 | $8,301 |
| ISHARES TR (HYG) |
87,061 | -6,154 | $6,767 |
| HYG | 87,061 | -6,154 | $6,767 |
| VANGUARD INDEX FDS (VOE) |
43,175 | -1,900 | $6,731 |
| VOE | 43,175 | -1,900 | $6,731 |
| VANGUARD INDEX FDS (VOT) |
26,479 | -457 | $6,244 |
| VOT | 26,479 | -457 | $6,244 |
| ISHARES GOLD TR (IAU) |
144,376 | -1,198 | $6,065 |
| IAU | 144,376 | -1,198 | $6,065 |
| VANGUARD BD INDEX FDS (BSV) |
78,303 | +4,418 | $6,003 |
| BSV | 78,303 | +4,418 | $6,003 |
| ISHARES TR (TIP) |
54,611 | -1,532 | $5,866 |
| TIP | 54,611 | -1,532 | $5,866 |
| SELECT SECTOR SPDR TR (XLK) |
27,967 | +805 | $5,825 |
| XLK | 27,967 | +805 | $5,825 |
| ISHARES TR (IJH) |
92,946 | +74,669 | $5,646 |
| IJH | 92,946 | +74,669 | $5,646 |
| SPDR GOLD TR (GLD) |
27,439 | +481 | $5,645 |
| GLD | 27,439 | +481 | $5,645 |
| ISHARES TR (IVW) |
63,542 | -1,273 | $5,365 |
| IVW | 63,542 | -1,273 | $5,365 |
| ISHARES TR (IVE) |
24,513 | +590 | $4,579 |
| IVE | 24,513 | +590 | $4,579 |
| ISHARES TR (IJK) |
44,464 | -4,286 | $4,057 |
| IJK | 44,464 | -4,286 | $4,057 |
| ISHARES INC (IEMG) |
76,852 | -3,409 | $3,966 |
| IEMG | 76,852 | -3,409 | $3,966 |
| ISHARES TR (IJJ) |
32,588 | -528 | $3,855 |
| IJJ | 32,588 | -528 | $3,855 |
| ISHARES TR (DSI) |
37,668 | -158 | $3,797 |
| DSI | 37,668 | -158 | $3,797 |
| ISHARES TR (IWM) |
17,021 | -171 | $3,579 |
| IWM | 17,021 | -171 | $3,579 |
| VANGUARD INDEX FDS (VBR) |
18,638 | -1,284 | $3,576 |
| VBR | 18,638 | -1,284 | $3,576 |
| ISHARES TR (EFV) |
59,916 | +4,654 | $3,259 |
| EFV | 59,916 | +4,654 | $3,259 |
| SELECT SECTOR SPDR TR (XLU) |
49,498 | +2,127 | $3,250 |
| XLU | 49,498 | +2,127 | $3,250 |
| ISHARES TR (IWB) |
10,566 | -58 | $3,043 |
| IWB | 10,566 | -58 | $3,043 |
| VANGUARD INDEX FDS (VBK) |
11,455 | -474 | $2,987 |
| VBK | 11,455 | -474 | $2,987 |
| VANGUARD INDEX FDS (VB) |
12,079 | -990 | $2,761 |
| VB | 12,079 | -990 | $2,761 |
| ISHARES TR (ESGD) |
33,040 | -569 | $2,640 |
| ESGD | 33,040 | -569 | $2,640 |
| VANGUARD TAX MANAGED FDS (VEA) |
49,138 | -5,413 | $2,465 |
| VEA | 49,138 | -5,413 | $2,465 |
| VANGUARD MALVERN FDS (VTIP) |
49,552 | -3,708 | $2,373 |
| VTIP | 49,552 | -3,708 | $2,373 |
| MICROSOFT CORP |
4,883 | +1 | $2,054 |
| MSFT | 4,883 | +1 | $2,054 |
| APPLE INC |
11,322 | +17 | $1,942 |
| AAPL | 11,322 | +17 | $1,942 |
| SPDR S&P 500 ETF TR (SPY) |
3,265 | -105 | $1,708 |
| SPY | 3,265 | -105 | $1,708 |
| ISHARES TR (IJT) |
12,558 | +1 | $1,642 |
| IJT | 12,558 | +1 | $1,642 |
| ISHARES TR (IJS) |
14,843 | +20 | $1,525 |
| IJS | 14,843 | +20 | $1,525 |
| SELECT SECTOR SPDR TR (XLV) |
10,162 | +478 | $1,501 |
| XLV | 10,162 | +478 | $1,501 |
| AMAZON COM INC |
7,146 | -600 | $1,289 |
| AMZN | 7,146 | -600 | $1,289 |
| ISHARES TR (IWP) |
10,946 | UNCH | $1,249 |
| IWP | 10,946 | UNCH | $1,249 |
| ISHARES TR (EAGG) |
23,494 | +14,020 | $1,106 |
| EAGG | 23,494 | +14,020 | $1,106 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
5,875 | UNCH | $1,073 |
| VIG | 5,875 | UNCH | $1,073 |
 BERKSHIRE HATHAWAY INC DEL |
$1,048 | ||
| BRK.A | 1 | UNCH | $634 |
| BRK.B | 985 | UNCH | $414 |
| ISHARES TR (ESML) |
23,997 | +420 | $966 |
| ESML | 23,997 | +420 | $966 |
See Full List: All Stocks Held By Cranbrook Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cranbrook Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $395,411 At 12/31/2023: $374,619 Cranbrook Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cranbrook Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
