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Livermore
Livermore
ZHEN

Crane Advisory, LLC

SEC CIK
0001951283
Latest filing
Jul 17, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
44
0 vs. Q4 2024
Portfolio value
$553.2M
−$17.3M (−3.0%) vs. Q4 2024
Filed
Apr 17, 2025
SEC
Holdings of Crane Advisory, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF188,782$92.6M16.7%+10,339+5.8%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD1,807,641$89.3M16.1%+4,946+0.3%Added–
Vanguard Morningstar Growth ETF922908736ETF186,826$67.3M12.2%+15,056+8.8%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF917,926$46.3M8.4%+486,366+112.7%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF1,771,899$43.5M7.9%−88,349−4.7%Reduced–
Vanguard Morningstar Value ETF922908744ETF257,809$41.7M7.5%+5,113+2.0%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF1,289,342$37.6M6.8%−155,767−10.8%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF142,748$26.4M4.8%+4,105+3.0%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF538,227$24.0M4.3%−511,852−48.7%Reduced–
AAPLApple Inc.Stock95,536$18.9M3.4%+14,957+18.6%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF69,492$16.9M3.1%+5,467+8.5%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF78,887$16.2M2.9%+8,080+11.4%Added–
iShares Tr46434V456MSCI INTL QUALTY215,140$8.38M1.5%+19,188+9.8%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF78,223$4.04M0.7%+84+0.1%Added–
GOOGAlphabet Inc.Stock16,685$2.66M0.5%00.0%UnchangedHistory
MSFTMicrosoft CorpStock4,063$1.58M0.3%+4+0.1%AddedHistory
JNJJohnson & JohnsonStock9,994$1.52M0.3%+169+1.7%AddedHistory
METAMeta Platforms, Inc.Stock2,417$1.31M0.2%+90+3.9%AddedHistory
NVDANVIDIA CorpStock11,833$1.31M0.2%+4,758+67.3%AddedHistory
AMZNAmazon Com IncStock6,799$1.26M0.2%+2,340+52.5%AddedHistory
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF31,040$991.4K0.2%00.0%Unchanged–
Vanguard World FD921910840MEGA CAP VAL ETF7,261$877.8K0.2%−119−1.6%Reduced–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX3,491$845.0K0.2%00.0%Unchanged–
GOOGLAlphabet Inc.Stock4,662$732.7K0.1%+223+5.0%AddedHistory
GLDSPDR Gold TrustETF2,170$646.5K0.1%−61−2.7%ReducedHistory
AONAon plcCL A1,657$623.5K0.1%00.0%UnchangedHistory
ORealty Income CorpREIT10,544$582.2K0.1%00.0%UnchangedHistory
EIXEdison InternationalStock9,723$545.4K0.1%+10.0%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,674$438.2K0.1%00.0%Unchanged–
CVXChevron CorpStock2,821$382.6K0.1%+567+25.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF600$320.4K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock3,315$307.6K0.1%+3,315NewHistory
JPMJPMorgan Chase & CoStock1,291$304.9K0.1%00.0%UnchangedHistory
BABoeing CoStock1,916$300.5K0.1%−356−15.7%ReducedHistory
CATCaterpillar IncStock1,014$297.6K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,705$279.0K0.1%−40−1.5%ReducedHistory
DISWalt Disney CoStock3,257$276.5K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM1,575$260.9K<0.1%+1,575NewHistory
iShares Tr46436E569ESG SELECT SCRE6,254$255.9K<0.1%+70+1.1%Added–
IBMInternational Business Machines CorpStock968$227.9K<0.1%00.0%UnchangedHistory
PSOPearson PLCSPONSORED ADR13,705$214.2K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,412$211.4K<0.1%00.0%Unchanged–
TJXTJX Companies IncStock1,600$205.0K<0.1%+1,600NewHistory
Fidelity MSCI Information Technology Index ETF316092808ETF1,322$204.3K<0.1%+233+21.4%Added–

Sold out since Q4 2024 (3)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Crane Advisory, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF2,416$266.2K<0.1%–
iShares Tr464288414NATIONAL MUN ETF2,380$253.7K<0.1%–
iShares Tr46436E7180-3 MTH TREASURY2,453$246.2K<0.1%–