Crane Advisory, LLC
CIK Number: 0001951283
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 178.44K | +1.98% | 97.14M | 371.35 | 17.03% |
| 2 | PULS | PGIM Ultra Shor... | 49.75 | +0.06% | 1.8M | +27.96% | 89.38M | 49.37 | 15.67% |
| 3 | VUG | Vanguard Growth... | 433.78 | +0.82% | 171.77K | -0.16% | 71.54M | 252.12 | 12.54% |
| 4 | FBND | Fidelity Total ... | 45.88 | +0.34% | 1.05M | -3.67% | 47.12M | 46.74 | 8.26% |
| 5 | SCHR | Schwab Intermed... | 25.01 | +0.24% | 1.86M | +89.74% | 45.11M | 24.48 | 7.91% |
| 6 | VTV | Vanguard Value ... | 176.23 | +0.72% | 252.7K | +6.28% | 43.05M | 134.9 | 7.55% |
| 7 | SPTS | SPDR Portfolio ... | 29.29 | +0.12% | 1.45M | -16.11% | 41.85M | 29.03 | 7.34% |
| 8 | VIG | Vanguard Divide... | 203.59 | +0.62% | 138.64K | +6.50% | 27.2M | 172.26 | 4.77% |
| 9 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 431.56K | +100.00% | 21.75M | 50.37 | 3.81% |
| 10 | AAPL | Apple Inc. | 201.21 | -0.18% | 80.58K | +2.69% | 19.61M | 218.03 | 3.44% |
| 11 | VB | Vanguard Small ... | 237.05 | +1.40% | 70.81K | +2.69% | 17.24M | 189.35 | 3.02% |
| 12 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 64.03K | +3.44% | 17.1M | 208.99 | 3.00% |
| 13 | IQLT | iShares MSCI In... | 42.80 | +0.93% | 195.95K | +0.64% | 7.29M | 32.61 | 1.28% |
| 14 | IEMG | iShares Core MS... | 59.96 | +0.69% | 78.14K | -17.49% | 4.11M | 46.37 | 0.72% |
| 15 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 16.68K | 0.00% | 3.22M | 157.56 | 0.56% |
| 16 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 4.06K | +19.88% | 1.72M | 416.89 | 0.30% |
| 17 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 9.82K | -8.24% | 1.42M | 157.03 | 0.25% |
| 18 | META | Meta Platforms,... | 726.45 | +2.51% | 2.33K | 0.00% | 1.41M | 260.08 | 0.25% |
| 19 | RSPT | Invesco S&P 500... | 40.47 | +0.97% | 31.04K | 0.00% | 1.18M | 35.21 | 0.21% |
| 20 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 7.08K | +38.32% | 1.02M | 107.58 | 0.18% |
| 21 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 4.46K | +10.32% | 999.66K | 161.65 | 0.18% |
| 22 | VONE | Vanguard Russel... | 278.25 | +0.86% | 3.49K | -0.29% | 939.85K | 163.38 | 0.16% |
| 23 | MGV | Vanguard Mega C... | 130.75 | +0.64% | 7.38K | 0.00% | 926.85K | 89.91 | 0.16% |
| 24 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 4.44K | -11.01% | 851.3K | 157.19 | 0.15% |
| 25 | EIX | Edison Internat... | 50.80 | +0.77% | 9.72K | 0.00% | 775.82K | 67.38 | 0.14% |
| 26 | AON | Aon plc | 353.78 | -0.19% | 1.66K | -1.78% | 586.54K | 267.87 | 0.10% |
| 27 | O | Realty Income C... | 57.20 | +0.20% | 10.54K | 0.00% | 561.78K | 57.12 | 0.10% |
| 28 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 2.23K | +2.81% | 543.23K | 194.45 | 0.10% |
| 29 | VTI | Vanguard Total ... | 302.04 | +0.90% | 1.67K | 0.00% | 490.58K | 179.47 | 0.09% |
| 30 | BA | The Boeing Comp... | 202.60 | +1.86% | 2.27K | 0.00% | 386.01K | 129.53 | 0.07% |
| 31 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 1.01K | 0.00% | 368.88K | 254.17 | 0.06% |
| 32 | DIS | The Walt Disney... | 121.64 | +1.86% | 3.26K | 0.00% | 362.05K | 99.08 | 0.06% |
| 33 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 600 | 0.00% | 355.17K | 522.16 | 0.06% |
| 34 | CVX | Chevron Corpora... | 144.42 | +0.83% | 2.25K | 0.00% | 333.25K | 168.39 | 0.06% |
| 35 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 1.29K | 0.00% | 314.07K | 171.5 | 0.06% |
| 36 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 2.75K | +10.91% | 296.08K | 114.23 | 0.05% |
| 37 | XVV | iShares ESG Scr... | 47.16 | +0.85% | 6.18K | -3% | 283.16K | 36.39 | 0.05% |
| 38 | SHV | iShares Short T... | 110.38 | +0.01% | 2.42K | -0.04% | 266.19K | 110.63 | 0.05% |
| 39 | MUB | iShares Nationa... | 104.33 | +0.13% | 2.38K | +100.00% | 253.66K | 106.55 | 0.04% |
| 40 | SGOV | iShares 0-3 Mon... | 100.66 | +0.01% | 2.45K | +6.47% | 246.21K | 100.31 | 0.04% |
| 41 | VOE | Vanguard Mid-Ca... | 164.11 | +0.73% | 1.41K | 0.00% | 229.22K | 145.01 | 0.04% |
| 42 | PSO | Pearson plc | 14.63 | +1.14% | 13.71K | 0.00% | 218.87K | 12.29 | 0.04% |
| 43 | IBM | International B... | 292.32 | +0.43% | 968 | 0.00% | 215.53K | 221.08 | 0.04% |
| 44 | FTEC | Fidelity MSCI I... | 195.38 | +0.86% | 1.09K | +100.00% | 205.06K | 184.88 | 0.04% |