Cranberry Lake Advisors

Latest statistics and disclosures from Cranberry Lake Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VYM, DES, DEM, VGK, VPL, and represent 91.43% of Cranberry Lake Advisors's stock portfolio.
  • Cranberry Lake Advisors has $51M in assets under management (AUM), dropping by 2.55%.
  • Central Index Key (CIK): 0001584362

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Portfolio Holdings for Cranberry Lake Advisors

Cranberry Lake Advisors holds 8 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard High Dividend Yield ETF (VYM) 47.8 $24M 278k 87.09
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WisdomTree SmallCap Dividend Fund (DES) 20.1 $10M 341k 29.71
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WisdomTree Emerging Markets Eq (DEM) 9.5 $4.8M 110k 43.67
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Vanguard European ETF (VGK) 9.0 $4.5M 81k 56.22
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Vanguard Pacific ETF (VPL) 5.1 $2.6M 37k 71.09
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Vanguard REIT ETF (VNQ) 4.0 $2.0M 25k 80.68
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.4 $1.7M 15k 114.93
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Vanguard Total Bond Market ETF (BND) 1.2 $590k 7.5k 78.67
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Past Filings by Cranberry Lake Advisors

SEC 13F filings are viewable for Cranberry Lake Advisors going back to 2013

View all past filings