Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 22, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 38
- +10 vs. Q3 2023
- Portfolio value
- $444.3M
- +$45.6M (+11.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 159,933 | $68.8M | 15.5% | +5,605+3.6% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 2,987,191 | $68.2M | 15.3% | +1,091,357+57.6% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 422,195 | $46.5M | 10.5% | −153,249−26.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 153,512 | $46.3M | 10.4% | +3,389+2.3% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 919,112 | $45.4M | 10.2% | +75,469+8.9% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,556,148 | $45.1M | 10.2% | +1,556,148 | New | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 216,393 | $32.4M | 7.3% | −106,340−32.9% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 461,173 | $22.8M | 5.1% | +461,173 | New | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 113,943 | $19.2M | 4.3% | +109,523+2,477.9% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 53,521 | $12.2M | 2.7% | +2,010+3.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 58,456 | $12.1M | 2.7% | +1,588+2.8% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 165,978 | $6.10M | 1.4% | +6,572+4.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 118,557 | $5.89M | 1.3% | +9,952+9.2% | Added | – |
| AAPLApple Inc. | Stock | 16,655 | $3.02M | 0.7% | +273+1.7% | Added | History |
| JNJJohnson & Johnson | Stock | 7,756 | $1.25M | 0.3% | +7,756 | New | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,443 | $816.1K | 0.2% | −394−5.0% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 2,273 | $800.0K | 0.2% | −100−4.2% | Reduced | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,835 | $782.1K | 0.2% | −621,207−98.8% | Reduced | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,529 | $752.9K | 0.2% | −46−1.3% | Reduced | – |
| ORealty Income Corp | REIT | 9,823 | $568.9K | 0.1% | +285+3.0% | Added | History |
| BABoeing Co | Stock | 2,013 | $501.2K | 0.1% | +31+1.6% | Added | History |
| AONAon plc | CL A | 1,697 | $491.4K | 0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 6,554 | $475.7K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $390.2K | 0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 2,338 | $351.6K | 0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 7,488 | $335.7K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,124 | $308.5K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,577 | $298.6K | 0.1% | −242−13.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 944 | $272.8K | 0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 8,927 | $253.1K | 0.1% | +8,927 | New | – |
| MDTMedtronic plc | Stock | 2,868 | $242.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,706 | $241.5K | 0.1% | +6,706 | New | – |
| MSFTMicrosoft Corp | Stock | 614 | $225.8K | 0.1% | +614 | New | History |
| MRKMerck & Co., Inc. | Stock | 1,878 | $220.1K | <0.1% | +1,878 | New | History |
| DISWalt Disney Co | Stock | 2,362 | $214.7K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,240 | $213.6K | <0.1% | +1,240 | New | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,412 | $203.3K | <0.1% | +1,412 | New | – |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $169.7K | <0.1% | +13,705 | New | History |