CA
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Crane Advisory, LLC13F | |
| Crane Advisory, LLC | |
| Last update 2025-07-17 | 46 Stocks (5 new) |
| Value $603.00 Mil | Turnover 7 % |
Crane Advisory, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 178,008 | 102,037.5 | -5.71% | 16.910 | -0.96% | 0.020 | +19.59% | +7.78% | 660,834.1 | ||
PULS | PGIM Ultra Short Bond ETF | 1,930,818 | 95,845.8 | +6.81% | 15.880 | +1.01% | 0.820 | +1.56% | +2.69% | 11,767.7 | ||
VUG | Vanguard Growth ETF | 169,430 | 74,825.3 | -9.31% | 12.400 | -1.13% | 0.050 | +27.48% | +9.52% | 167,127.0 | ||
JPST | JPMorgan Ultra-Short Income ETF | 1,421,212 | 71,828.0 | +54.83% | 11.900 | +4.21% | 0.220 | +1.35% | +2.74% | 32,077.9 | ||
VTV | Vanguard Value ETF | 254,185 | 45,311.1 | -1.41% | 7.510 | -0.11% | 0.030 | +10.43% | +6.13% | 132,881.1 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 1,759,046 | 43,554.0 | -0.73% | 7.220 | -0.06% | 0.400 | +0.85% | +4.06% | 10,853.1 | ||
VIG | Vanguard Dividend Appreciation FTF | 134,724 | 27,743.8 | -5.62% | 4.600 | -0.27% | 0.030 | +12.58% | +6.21% | 89,349.2 | ||
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 917,431 | 26,733.9 | -28.85% | 4.430 | -1.96% | 0.460 | +0.78% | +2.65% | 5,786.4 | ||
FBND | Fidelity Total Bond ETF | 520,833 | 23,656.3 | -3.23% | 3.920 | -0.14% | 0.120 | +1.98% | +3.60% | 19,309.9 | ||
VB | Vanguard Small Cap ETF | 74,542 | 18,061.5 | -5.51% | 2.990 | -0.16% | 0.030 | +17.90% | +1.99% | 61,352.9 |
Crane Advisory, LLC's Historical Top Holdings Breakdowns
Crane Advisory, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +4.21% | 50.36 ($50.51) 50.68 | $50.60 | 0.18% | Add 54.83% | 1,421,212 | 503,286 | |
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 2025-06-30 | Reduce Reduce | -1.96% | 29.07 ($29.19) 29.38 | $29.18 | -0.03% | Reduce -28.85% | 917,431 | -371,911 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-06-30 | New Buy New Buy | +1.46% | 61.79 ($72.24) 76.67 | $75.46 | 4.46% | New holding | 116,089 | 116,089 | |
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2025-06-30 | Reduce Reduce | -1.33% | 35.9 ($41.46) 43.76 | $42.57 | 2.68% | Reduce -88.16% | 25,475 | -189,665 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Reduce Reduce | -1.13% | 329.49 ($394.63) 438.4 | $448.39 | 13.62% | Reduce -9.31% | 169,430 | -17,396 | |
PULS | PGIM Ultra Short Bond ETF | 2025-06-30 | Add Add | +1.01% | 49.39 ($49.59) 49.76 | $49.70 | 0.22% | Add 6.81% | 1,930,818 | 123,177 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.96% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Reduce -5.71% | 178,008 | -10,774 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.58% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -16.89% | 79,397 | -16,139 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | New Buy New Buy | +0.31% | 100.35 ($100.53) 100.71 | $100.59 | 0.06% | New holding | 18,678 | 18,678 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Reduce Reduce | -0.27% | 173.71 ($193.82) 204.67 | $206.10 | 6.34% | Reduce -5.62% | 134,724 | -8,024 |
Crane Advisory, LLC Total Holding History ($B)
Crane Advisory, LLC's Asset Allocation
Crane Advisory, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Crane Advisory, LLC's Hypothetical Growth since 2025-06-30
Crane Advisory, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Crane Advisory, LLC's Holdings Heat Map
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Crane Advisory, LLC's Holdings Bubble Chart
Crane Advisory, LLC News
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