Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 14, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 25
- +1 vs. Q4 2022
- Portfolio value
- $294.3M
- +$47.9M (+19.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 432,798 | $47.7M | 16.2% | +47,216+12.2% | Added | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 453,960 | $45.4M | 15.4% | +168,719+59.1% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 119,688 | $44.9M | 15.2% | +27,773+30.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 258,510 | $36.1M | 12.3% | +66,011+34.3% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,080,036 | $31.5M | 10.7% | +1,080,036 | New | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 620,470 | $30.6M | 10.4% | +56,048+9.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 108,892 | $26.6M | 9.0% | +22,094+25.5% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 41,230 | $7.72M | 2.6% | +9,807+31.2% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 36,626 | $7.66M | 2.6% | +8,961+32.4% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 114,824 | $4.12M | 1.4% | +29,450+34.5% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 77,195 | $3.77M | 1.3% | +19,475+33.7% | Added | – |
| AAPLApple Inc. | Stock | 10,255 | $1.64M | 0.6% | +1,732+20.3% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 12,395 | $1.24M | 0.4% | −441,566−97.3% | Reduced | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,649 | $886.2K | 0.3% | −76−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,834 | $710.9K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,486 | $693.7K | 0.2% | 00.0% | Unchanged | – |
| AONAon plc | CL A | 1,697 | $546.0K | 0.2% | −63−3.6% | Reduced | History |
| BABoeing Co | Stock | 2,459 | $522.1K | 0.2% | −92−3.6% | Reduced | History |
| ORealty Income Corp | REIT | 7,247 | $448.7K | 0.2% | +533+7.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $339.8K | 0.1% | 00.0% | Unchanged | – |
| EIXEdison International | Stock | 4,580 | $334.7K | 0.1% | −745−14.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 823 | $233.3K | 0.1% | −258−23.9% | Reduced | History |
| MDTMedtronic plc | Stock | 2,868 | $231.8K | 0.1% | +2,868 | New | History |
| METAMeta Platforms, Inc. | Stock | 1,078 | $230.7K | 0.1% | +1,078 | New | History |
| GLDSPDR Gold Trust | ETF | 1,091 | $204.2K | 0.1% | +1,091 | New | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.