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Cranberry Lake Advisors LLC13F | |
Cranberry Lake Advisors LLC | |
Last update 2018-11-02 | 8 Stocks (0 new) |
Value $51.00 Mil | Turnover 0 % |
Cranberry Lake Advisors LLC Top Holdings of 2018-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 277,500 | 24,167.0 | 0% | 47.800 | 0% | 0.070 | +12.89% | +8.53% | 59,769.5 | ||
DES |
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
| 341,265 | 10,139.0 | 0% | 20.050 | 0% | 0.580 | +12.18% | -1.87% | 1,897.5 | ||
DEM |
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
| 109,600 | 4,786.0 | 0% | 9.470 | 0% | 0.230 | +14.15% | +17.84% | 3,139.5 | ||
VGK | Vanguard FTSE Europe ETF | 80,878 | 4,547.0 | 0% | 8.990 | 0% | 0.030 | +13.51% | +27.73% | 26,138.5 | ||
VPL | Vanguard FTSE Pacific ETF | 36,475 | 2,593.0 | 0% | 5.130 | 0% | 0.050 | +14.59% | +19.76% | 8,062.8 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 25,000 | 2,017.0 | 0% | 3.990 | 0% | 0.010 | +7.03% | +5.41% | 34,182.3 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond
iShares iBoxx USD Investment Grade Corporate Bond
| 15,000 | 1,724.0 | 0% | 3.410 | 0% | 0.010 | +3.49% | +4.16% | 27,211.4 | ||
BND | Vanguard Total Bond Market ETF | 7,500 | 590.0 | 0% | 1.170 | 0% | 0.000 | +1.67% | +3.53% | 127,758.4 |
Cranberry Lake Advisors LLC's Historical Top Holdings Breakdowns
Cranberry Lake Advisors LLC Total Holding History ($B)
Cranberry Lake Advisors LLC's Asset Allocation
Cranberry Lake Advisors LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Cranberry Lake Advisors LLC's Hypothetical Growth since 2018-09-30
Cranberry Lake Advisors LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Cranberry Lake Advisors LLC's Holdings Heat Map
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Cranberry Lake Advisors LLC's Holdings Bubble Chart
Cranberry Lake Advisors LLC News
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