Cranbrook Wealth Management as of Sept. 30, 2016
Portfolio Holdings for Cranbrook Wealth Management
Cranbrook Wealth Management holds 230 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Growth Index (EFG) | 8.8 | $18M | 258k | 68.38 | |
Vanguard Value ETF (VTV) | 6.5 | $13M | 149k | 87.00 | |
iShares MSCI EAFE Value Index (EFV) | 6.2 | $13M | 270k | 46.16 | |
Vanguard Growth ETF (VUG) | 5.9 | $12M | 105k | 112.29 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 5.2 | $10M | 118k | 87.66 | |
Vanguard Mid-Cap Value ETF (VOE) | 5.2 | $10M | 110k | 93.57 | |
Vanguard Mid-Cap Growth ETF (VOT) | 3.9 | $7.8M | 73k | 106.38 | |
Vanguard Emerging Markets ETF (VWO) | 3.7 | $7.5M | 198k | 37.63 | |
iShares S&P 500 Value Index (IVE) | 3.0 | $5.9M | 62k | 94.96 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.9 | $5.8M | 44k | 133.01 | |
Vanguard Mid-Cap ETF (VO) | 2.9 | $5.7M | 44k | 129.44 | |
iShares S&P 500 Growth Index (IVW) | 2.8 | $5.5M | 45k | 121.66 | |
Vanguard Short-Term Bond ETF (BSV) | 2.7 | $5.3M | 66k | 80.83 | |
iShares S&P MidCap 400 Growth (IJK) | 2.5 | $5.1M | 29k | 174.73 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 2.4 | $4.7M | 84k | 56.04 | |
iShares MSCI EAFE Index Fund (EFA) | 2.4 | $4.7M | 79k | 59.13 | |
Vanguard Small-Cap Value ETF (VBR) | 2.3 | $4.6M | 41k | 110.67 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.2 | $4.4M | 80k | 55.14 | |
Vanguard Small-Cap Growth ETF (VBK) | 2.0 | $4.1M | 31k | 131.78 | |
SPDR Gold Trust (GLD) | 1.6 | $3.3M | 26k | 125.64 | |
Energy Select Sector SPDR (XLE) | 1.6 | $3.3M | 46k | 70.61 | |
Vanguard Large-Cap ETF (VV) | 1.6 | $3.1M | 32k | 99.17 | |
Materials SPDR (XLB) | 1.5 | $3.0M | 64k | 47.76 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.5 | $3.0M | 34k | 87.26 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.5 | $3.0M | 26k | 116.49 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.4 | $2.8M | 74k | 37.44 | |
Vanguard Materials ETF (VAW) | 1.2 | $2.3M | 22k | 106.90 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 1.0 | $2.1M | 17k | 124.83 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.0 | $1.9M | 14k | 137.15 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.9 | $1.8M | 33k | 53.49 | |
iShares S&P SmallCap 600 Index (IJR) | 0.9 | $1.7M | 14k | 124.12 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.8 | $1.6M | 35k | 45.42 | |
iShares Russell 1000 Index (IWB) | 0.8 | $1.5M | 13k | 120.46 | |
Vanguard Small-Cap ETF (VB) | 0.8 | $1.5M | 12k | 122.19 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.6 | $1.1M | 14k | 78.98 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $996k | 10k | 97.41 | |
iShares Lehman Aggregate Bond (AGG) | 0.5 | $902k | 8.0k | 112.47 | |
iShares Russell 2000 Index (IWM) | 0.4 | $865k | 7.0k | 124.23 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.3 | $703k | 14k | 49.67 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.3 | $659k | 12k | 53.25 | |
DTE Energy Company (DTE) | 0.3 | $559k | 6.0k | 93.74 | |
iShares Russell Midcap Value Index (IWS) | 0.3 | $554k | 7.2k | 76.82 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $551k | 6.6k | 83.98 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $499k | 3.4k | 148.87 | |
Stryker Corporation (SYK) | 0.2 | $456k | 3.9k | 116.53 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $432k | 2.8k | 154.73 | |
International Business Machines (IBM) | 0.2 | $409k | 2.6k | 158.96 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.2 | $353k | 4.4k | 80.56 | |
Pepsi (PEP) | 0.2 | $332k | 3.1k | 108.67 | |
Exxon Mobil Corporation (XOM) | 0.1 | $276k | 3.2k | 87.29 | |
iShares Gold Trust | 0.1 | $274k | 22k | 12.67 | |
Altria (MO) | 0.1 | $231k | 3.7k | 63.17 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $210k | 3.2k | 66.56 | |
Johnson & Johnson (JNJ) | 0.1 | $216k | 1.8k | 118.23 | |
Philip Morris International (PM) | 0.1 | $194k | 2.0k | 97.19 | |
Pfizer (PFE) | 0.1 | $172k | 5.1k | 33.97 | |
General Electric Company | 0.1 | $177k | 6.0k | 29.58 | |
Ford Motor Company (F) | 0.1 | $178k | 15k | 12.09 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $174k | 2.2k | 80.74 | |
Intel Corporation (INTC) | 0.1 | $156k | 4.1k | 37.72 | |
Merck & Co (MRK) | 0.1 | $150k | 2.4k | 62.47 | |
Prudential Financial (PRU) | 0.1 | $160k | 2.0k | 81.63 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $158k | 1.5k | 104.50 | |
Microsoft Corporation (MSFT) | 0.1 | $149k | 2.6k | 57.55 | |
Home Depot (HD) | 0.1 | $147k | 1.1k | 128.95 | |
3M Company (MMM) | 0.1 | $133k | 755.00 | 176.16 | |
Yum! Brands (YUM) | 0.1 | $146k | 1.6k | 90.85 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $130k | 1.5k | 84.86 | |
American Electric Power Company (AEP) | 0.1 | $110k | 1.7k | 64.37 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $122k | 1.2k | 105.72 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $111k | 1.0k | 111.00 | |
Vanguard REIT ETF (VNQ) | 0.1 | $117k | 1.3k | 86.86 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $121k | 960.00 | 126.04 | |
Aerie Pharmaceuticals | 0.1 | $113k | 3.0k | 37.67 | |
Berkshire Hathaway (BRK.B) | 0.1 | $101k | 700.00 | 144.29 | |
Costco Wholesale Corporation (COST) | 0.1 | $99k | 648.00 | 152.78 | |
McDonald's Corporation (MCD) | 0.1 | $94k | 815.00 | 115.34 | |
Johnson Controls | 0.1 | $98k | 2.1k | 46.56 | |
Oracle Corporation (ORCL) | 0.1 | $97k | 2.5k | 39.14 | |
Compass Diversified Holdings (CODI) | 0.1 | $90k | 5.2k | 17.38 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $97k | 1.1k | 90.74 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $97k | 1.2k | 81.10 | |
Baxter International (BAX) | 0.0 | $84k | 1.8k | 47.65 | |
Bristol Myers Squibb (BMY) | 0.0 | $89k | 1.7k | 53.81 | |
At&t (T) | 0.0 | $82k | 2.0k | 40.71 | |
ConocoPhillips (COP) | 0.0 | $85k | 1.9k | 43.61 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $78k | 1.1k | 71.82 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $84k | 561.00 | 149.73 | |
MBT Financial | 0.0 | $70k | 7.7k | 9.09 | |
Walt Disney Company (DIS) | 0.0 | $50k | 534.00 | 93.63 | |
Spectra Energy | 0.0 | $53k | 1.3k | 42.40 | |
Wells Fargo & Company (WFC) | 0.0 | $60k | 1.3k | 44.64 | |
Boeing Company (BA) | 0.0 | $53k | 400.00 | 132.50 | |
Shire | 0.0 | $51k | 261.00 | 195.40 | |
Southern Company (SO) | 0.0 | $53k | 1.0k | 51.41 | |
Illinois Tool Works (ITW) | 0.0 | $52k | 430.00 | 120.93 | |
EOG Resources (EOG) | 0.0 | $58k | 598.00 | 96.99 | |
Cedar Fair | 0.0 | $62k | 1.1k | 57.35 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $53k | 443.00 | 119.64 | |
iShares Russell 3000 Index (IWV) | 0.0 | $51k | 394.00 | 129.44 | |
Powershares S&p 500 | 0.0 | $53k | 1.4k | 38.83 | |
Ophthotech | 0.0 | $69k | 1.5k | 46.00 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $37k | 3.7k | 9.92 | |
Comcast Corporation (CMCSA) | 0.0 | $32k | 484.00 | 66.12 | |
Moody's Corporation (MCO) | 0.0 | $32k | 292.00 | 109.59 | |
Coca-Cola Company (KO) | 0.0 | $48k | 1.1k | 41.88 | |
Wal-Mart Stores (WMT) | 0.0 | $37k | 507.00 | 72.98 | |
NVIDIA Corporation (NVDA) | 0.0 | $48k | 695.00 | 69.06 | |
Verizon Communications (VZ) | 0.0 | $42k | 802.00 | 52.37 | |
Comerica Incorporated (CMA) | 0.0 | $35k | 750.00 | 46.67 | |
Newell Rubbermaid (NWL) | 0.0 | $34k | 643.00 | 52.88 | |
Unum (UNM) | 0.0 | $38k | 1.1k | 35.12 | |
Apple (AAPL) | 0.0 | $45k | 396.00 | 113.64 | |
Halliburton Company (HAL) | 0.0 | $44k | 986.00 | 44.62 | |
Hershey Company (HSY) | 0.0 | $32k | 339.00 | 94.40 | |
Tesoro Corporation | 0.0 | $32k | 400.00 | 80.00 | |
Textron (TXT) | 0.0 | $32k | 800.00 | 40.00 | |
Gentex Corporation (GNTX) | 0.0 | $35k | 2.0k | 17.50 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $39k | 373.00 | 104.56 | |
iShares MSCI Canada Index (EWC) | 0.0 | $40k | 1.6k | 25.67 | |
SPDR Barclays Capital High Yield B | 0.0 | $37k | 1.0k | 36.85 | |
iShares Lehman Short Treasury Bond (SHV) | 0.0 | $44k | 394.00 | 111.68 | |
United Sts Brent Oil Fd Lp unit (BNO) | 0.0 | $42k | 2.9k | 14.54 | |
Phillips 66 (PSX) | 0.0 | $34k | 420.00 | 80.95 | |
Walgreen Boots Alliance (WBA) | 0.0 | $32k | 397.00 | 80.60 | |
Hasbro (HAS) | 0.0 | $12k | 150.00 | 80.00 | |
Time Warner | 0.0 | $29k | 360.00 | 80.56 | |
Progressive Corporation (PGR) | 0.0 | $25k | 794.00 | 31.49 | |
Bank of America Corporation (BAC) | 0.0 | $13k | 815.00 | 15.95 | |
Ameriprise Financial (AMP) | 0.0 | $16k | 160.00 | 100.00 | |
Devon Energy Corporation (DVN) | 0.0 | $17k | 381.00 | 44.62 | |
Abbott Laboratories (ABT) | 0.0 | $25k | 580.00 | 43.10 | |
Eli Lilly & Co. (LLY) | 0.0 | $11k | 139.00 | 79.14 | |
Genuine Parts Company (GPC) | 0.0 | $21k | 205.00 | 102.44 | |
Sonoco Products Company (SON) | 0.0 | $24k | 449.00 | 53.45 | |
International Paper Company (IP) | 0.0 | $10k | 200.00 | 50.00 | |
Kroger (KR) | 0.0 | $28k | 960.00 | 29.17 | |
Amgen (AMGN) | 0.0 | $17k | 100.00 | 170.00 | |
Baker Hughes Incorporated | 0.0 | $14k | 268.00 | 52.24 | |
GlaxoSmithKline | 0.0 | $27k | 636.00 | 42.45 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $26k | 353.00 | 73.65 | |
Procter & Gamble Company (PG) | 0.0 | $25k | 275.00 | 90.91 | |
Symantec Corporation | 0.0 | $17k | 672.00 | 25.30 | |
Qualcomm (QCOM) | 0.0 | $17k | 250.00 | 68.00 | |
Starbucks Corporation (SBUX) | 0.0 | $11k | 200.00 | 55.00 | |
Marriott International (MAR) | 0.0 | $17k | 256.00 | 66.41 | |
Kellogg Company (K) | 0.0 | $12k | 152.00 | 78.95 | |
Applied Materials (AMAT) | 0.0 | $27k | 902.00 | 29.93 | |
Varian Medical Systems | 0.0 | $16k | 160.00 | 100.00 | |
Enterprise Products Partners (EPD) | 0.0 | $15k | 532.00 | 28.20 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $13k | 686.00 | 18.95 | |
MGM Resorts International. (MGM) | 0.0 | $29k | 1.1k | 26.36 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $16k | 190.00 | 84.21 | |
Motorola Solutions (MSI) | 0.0 | $10k | 135.00 | 74.07 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $17k | 340.00 | 50.00 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $12k | 346.00 | 34.68 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $17k | 328.00 | 51.83 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $26k | 831.00 | 31.29 | |
Rockwell Medical Technologies | 0.0 | $15k | 2.3k | 6.63 | |
Kinder Morgan (KMI) | 0.0 | $11k | 484.00 | 22.73 | |
Ishares Trust Barclays (GNMA) | 0.0 | $12k | 242.00 | 49.59 | |
Mondelez Int (MDLZ) | 0.0 | $22k | 506.00 | 43.48 | |
Energous | 0.0 | $20k | 1.0k | 19.27 | |
Alibaba Group Holding (BABA) | 0.0 | $16k | 153.00 | 104.58 | |
Kraft Heinz (KHC) | 0.0 | $15k | 168.00 | 89.29 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $23k | 1.0k | 22.89 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $11k | 42.00 | 261.90 | |
BP (BP) | 0.0 | $3.0k | 82.00 | 36.59 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $1.0k | 150.00 | 6.67 | |
PNC Financial Services (PNC) | 0.0 | $4.0k | 49.00 | 81.63 | |
Discover Financial Services (DFS) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Monsanto Company | 0.0 | $3.0k | 28.00 | 107.14 | |
Via | 0.0 | $2.0k | 50.00 | 40.00 | |
CBS Corporation | 0.0 | $3.0k | 50.00 | 60.00 | |
Chevron Corporation (CVX) | 0.0 | $9.0k | 86.00 | 104.65 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $8.0k | 39.00 | 205.13 | |
Avon Products | 0.0 | $2.0k | 266.00 | 7.52 | |
Cisco Systems (CSCO) | 0.0 | $6.0k | 200.00 | 30.00 | |
Coach | 0.0 | $0 | 2.00 | 0.00 | |
Teradata Corporation (TDC) | 0.0 | $0 | 1.00 | 0.00 | |
Travelers Companies (TRV) | 0.0 | $6.0k | 55.00 | 109.09 | |
Dow Chemical Company | 0.0 | $0 | 9.00 | 0.00 | |
Morgan Stanley (MS) | 0.0 | $1.0k | 18.00 | 55.56 | |
Nokia Corporation (NOK) | 0.0 | $0 | 50.00 | 0.00 | |
Potash Corp. Of Saskatchewan I | 0.0 | $0 | 2.00 | 0.00 | |
Alcoa | 0.0 | $4.0k | 404.00 | 9.90 | |
Liberty Media | 0.0 | $0 | 13.00 | 0.00 | |
NCR Corporation (VYX) | 0.0 | $0 | 1.00 | 0.00 | |
Target Corporation (TGT) | 0.0 | $5.0k | 75.00 | 66.67 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $2.0k | 38.00 | 52.63 | |
Exelon Corporation (EXC) | 0.0 | $3.0k | 96.00 | 31.25 | |
Discovery Communications | 0.0 | $0 | 6.00 | 0.00 | |
Discovery Communications | 0.0 | $0 | 2.00 | 0.00 | |
Bce (BCE) | 0.0 | $0 | 1.7k | 0.00 | |
Frontier Communications | 0.0 | $0 | 40.00 | 0.00 | |
Magna Intl Inc cl a (MGA) | 0.0 | $0 | 1.0k | 0.00 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $9.0k | 131.00 | 68.70 | |
Sears Holdings Corporation | 0.0 | $0 | 7.00 | 0.00 | |
Ampco-Pittsburgh (AP) | 0.0 | $5.0k | 473.00 | 10.57 | |
Cooper Tire & Rubber Company | 0.0 | $3.0k | 84.00 | 35.71 | |
Oge Energy Corp (OGE) | 0.0 | $2.0k | 67.00 | 29.85 | |
Icahn Enterprises (IEP) | 0.0 | $1.0k | 10.00 | 100.00 | |
Trimas Corporation (TRS) | 0.0 | $2.0k | 118.00 | 16.95 | |
WebMD Health | 0.0 | $2.0k | 47.00 | 42.55 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $9.0k | 47.00 | 191.49 | |
iShares Silver Trust (SLV) | 0.0 | $9.0k | 478.00 | 18.83 | |
Famous Dave's of America | 0.0 | $999.750000 | 155.00 | 6.45 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $1.0k | 40.00 | 25.00 | |
UQM Technologies | 0.0 | $2.0k | 3.0k | 0.67 | |
PowerShares DB Precious Metals | 0.0 | $999.950000 | 35.00 | 28.57 | |
Vanguard Energy ETF (VDE) | 0.0 | $9.0k | 89.00 | 101.12 | |
American Intl Group | 0.0 | $0 | 2.00 | 0.00 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.0k | 37.00 | 27.03 | |
Golar Lng Partners Lp unit | 0.0 | $0 | 6.00 | 0.00 | |
Express Scripts Holding | 0.0 | $3.0k | 36.00 | 83.33 | |
Libertyinteractivecorp lbtventcoma | 0.0 | $0 | 1.00 | 0.00 | |
Sears Canada (SRSCQ) | 0.0 | $0 | 2.00 | 0.00 | |
Starz - Liberty Capital | 0.0 | $0 | 2.00 | 0.00 | |
Cohen & Steers Mlp Fund | 0.0 | $0 | 1.00 | 0.00 | |
Covisint | 0.0 | $0 | 140.00 | 0.00 | |
Lands' End (LE) | 0.0 | $0 | 2.00 | 0.00 | |
Time | 0.0 | $1.0k | 44.00 | 22.73 | |
Veritiv Corp - When Issued | 0.0 | $0 | 3.00 | 0.00 | |
Keysight Technologies (KEYS) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $0 | 1.00 | 0.00 | |
Horizon Global Corporation | 0.0 | $1.0k | 47.00 | 21.28 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $1.0k | 25.00 | 40.00 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $6.0k | 120.00 | 50.00 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $0 | 2.00 | 0.00 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $0 | 4.00 | 0.00 |