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Cranbrook Wealth Management, LLC

13F
Cranbrook Wealth Management, LLC
Last update 2025-04-11 425 Stocks (51 new)
Value $431.00 Mil Turnover 1 %
Countries:
Top Holdings: BIV(11.67%)IVV(10.46%)IEFA(7.38%)VO(6.12%)BNDX(4.80%)
Summary Stock Picks Current Portfolio
Cranbrook Wealth Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIV
Vanguard Intermediate-Term Bond ETF
656,177
50,243.5
+3.25%
11.670
+0.37%
0.230
+0.60%
+4.74%
23,135.4
 
IVV
iShares Core S&P 500 ETF
80,159
45,041.4
+0.66%
10.460
+0.07%
0.010
+16.68%
+7.37%
623,772.3
 
IEFA
iShares Core MSCI EAFE ETF
419,818
31,759.2
-0.50%
7.380
-0.03%
0.020
+14.34%
+21.05%
143,058.9
 
VO
Vanguard Mid-Cap ETF
101,901
26,353.8
+0.68%
6.120
+0.04%
0.030
+14.26%
+8.28%
76,168.6
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
423,169
20,659.1
-2.00%
4.800
-0.10%
0.030
+1.40%
+1.93%
65,015.2
 
SCHF
Schwab International Equity ETF
591,511
11,700.1
+6.18%
2.720
+0.16%
0.030
+14.61%
+20.68%
49,128.7
 
IJR
iShares Core S&P Small-Cap ETF
104,649
10,943.2
+4.10%
2.540
+0.10%
0.010
+14.76%
-1.20%
81,565.8
 
VUG
Vanguard Growth ETF
28,265
10,481.3
-2.34%
2.430
-0.06%
0.010
+24.44%
+7.95%
152,432.4
 
VV
Vanguard Large Cap ETF
38,959
10,013.6
+0.17%
2.330
0%
0.020
+16.96%
+7.69%
38,790.3
 
VTV
Vanguard Value ETF
54,818
9,469.2
+0.15%
2.200
0%
0.010
+8.26%
+7.31%
131,767.6
 

Cranbrook Wealth Management, LLC's Historical Top Holdings Breakdowns

Cranbrook Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.37%
●
73.78 ($75.44) 76.59
$76.73
1.71%
Add 3.25%
656,177
20,682
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.16%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -9.95%
25,048
-2,769
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.16%
●
18.36 ($19.62) 20.51
$22.18
13.05%
Add 6.18%
591,511
34,448
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.11%
●
206.38 ($226.74) 242.18
$256.96
13.33%
Add 7.71%
30,642
2,193
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.10%
●
102.49 ($112.84) 119.96
$113.08
0.21%
Add 4.1%
104,649
4,126
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Reduce
Reduce
-0.10%
●
48.33 ($48.9) 49.5
$49.37
0.96%
Reduce -2%
423,169
-8,656
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.07%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Add 0.66%
80,159
526
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-0.07%
●
83.01 ($93.37) 101.02
$80.93
-13.32%
Reduce -47.03%
3,554
-3,156
ABT
Abbott Laboratories
2025-03-31
Reduce
Reduce
-0.06%
●
111.1 ($127.27) 140.22
$134.44
5.63%
Reduce -16.28%
11,185
-2,175
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Add
Add
+0.06%
●
27.64 ($28.14) 28.58
$28.52
1.35%
Add 17.69%
56,937
8,558

Cranbrook Wealth Management, LLC Total Holding History ($B)

To

Cranbrook Wealth Management, LLC's Asset Allocation

To

Cranbrook Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Cranbrook Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Cranbrook Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cranbrook Wealth Management, LLC's Holdings Heat Map

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Cranbrook Wealth Management, LLC's Holdings Bubble Chart

Cranbrook Wealth Management, LLC News

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