Crane Advisory, LLC
- SEC CIK
- 0001951283
- Latest filing
- Jul 17, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 44
- +1 vs. Q3 2024
- Portfolio value
- $570.5M
- +$17.4M (+3.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 178,443 | $97.1M | 17.0% | +3,471+2.0% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,802,695 | $89.4M | 15.7% | +393,901+28.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 171,770 | $71.5M | 12.5% | −267−0.2% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,050,079 | $47.1M | 8.3% | −40,029−3.7% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,860,248 | $45.1M | 7.9% | −100,540−5.1% | ReducedConverted for a 2-for-1 split | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 252,696 | $43.0M | 7.5% | +14,941+6.3% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,445,109 | $41.9M | 7.3% | −277,550−16.1% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 138,643 | $27.2M | 4.8% | +8,458+6.5% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 431,560 | $21.8M | 3.8% | +431,560 | New | – |
| AAPLApple Inc. | Stock | 80,579 | $19.6M | 3.4% | +2,108+2.7% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 70,807 | $17.2M | 3.0% | +1,855+2.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 64,025 | $17.1M | 3.0% | +2,132+3.4% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 195,952 | $7.29M | 1.3% | +1,248+0.6% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 78,139 | $4.11M | 0.7% | −16,558−17.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 16,685 | $3.22M | 0.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 4,059 | $1.72M | 0.3% | +673+19.9% | Added | History |
| JNJJohnson & Johnson | Stock | 9,825 | $1.42M | 0.2% | −882−8.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,327 | $1.41M | 0.2% | 00.0% | Unchanged | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 31,040 | $1.18M | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 7,075 | $1.02M | 0.2% | +1,960+38.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 4,459 | $999.7K | 0.2% | +417+10.3% | Added | History |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 3,491 | $939.8K | 0.2% | −10−0.3% | Reduced | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 7,380 | $926.9K | 0.2% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 4,439 | $851.3K | 0.1% | −549−11.0% | Reduced | History |
| EIXEdison International | Stock | 9,722 | $775.8K | 0.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 1,657 | $586.5K | 0.1% | −30−1.8% | Reduced | History |
| ORealty Income Corp | REIT | 10,544 | $561.8K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 2,231 | $543.2K | 0.1% | +61+2.8% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,674 | $490.6K | 0.1% | 00.0% | Unchanged | – |
| BABoeing Co | Stock | 2,272 | $386.0K | 0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 1,014 | $368.9K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 3,257 | $362.0K | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 600 | $355.2K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 2,254 | $333.3K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,291 | $314.1K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,745 | $296.1K | 0.1% | +270+10.9% | Added | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 6,184 | $283.2K | <0.1% | −191−3.0% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,416 | $266.2K | <0.1% | −10.0% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,380 | $253.7K | <0.1% | +2,380 | New | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,453 | $246.2K | <0.1% | +149+6.5% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,412 | $229.2K | <0.1% | 00.0% | Unchanged | – |
| PSOPearson PLC | SPONSORED ADR | 13,705 | $218.9K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 968 | $215.5K | <0.1% | 00.0% | Unchanged | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,089 | $205.1K | <0.1% | +1,089 | New | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.