Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 26, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 24
- −3 vs. Q3 2022
- Portfolio value
- $246.5M
- +$51.6M (+26.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 453,961 | $45.5M | 18.4% | +149,400+49.1% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 385,582 | $42.4M | 17.2% | +132,770+52.5% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 91,915 | $32.3M | 13.1% | +3,563+4.0% | Added | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 285,241 | $28.4M | 11.5% | +77,970+37.6% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 564,422 | $27.7M | 11.2% | +124,365+28.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 192,499 | $27.0M | 11.0% | +4,488+2.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 86,798 | $18.5M | 7.5% | +11,870+15.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 31,423 | $5.77M | 2.3% | +57+0.2% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,665 | $5.64M | 2.3% | +799+3.0% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 85,374 | $2.77M | 1.1% | −24,909−22.6% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 57,720 | $2.70M | 1.1% | −11,642−16.8% | Reduced | – |
| JNJJohnson & Johnson | Stock | 8,358 | $1.48M | 0.6% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 8,523 | $1.11M | 0.4% | +100+1.2% | Added | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,725 | $897.4K | 0.4% | −2,407−21.6% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,486 | $681.3K | 0.3% | −111−2.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,834 | $668.1K | 0.3% | −3,430−47.2% | Reduced | – |
| AONAon plc | CL A | 1,760 | $528.2K | 0.2% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 2,551 | $485.9K | 0.2% | +100+4.1% | Added | History |
| ORealty Income Corp | REIT | 6,714 | $425.9K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,600 | $364.4K | 0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 5,325 | $338.8K | 0.1% | +1,077+25.4% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $320.1K | 0.1% | −19−1.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 1,081 | $259.2K | 0.1% | −60−5.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 732 | $226.1K | 0.1% | +732 | New | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,445 | $762.0K | 0.4% | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 8,953 | $438.0K | 0.2% | – |
| AMZNAmazon Com Inc | Stock | 2,239 | $251.0K | 0.1% | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,614 | $218.0K | 0.1% | – |