Cranbrook Wealth Management as of Sept. 30, 2017
Portfolio Holdings for Cranbrook Wealth Management
Cranbrook Wealth Management holds 241 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Growth Index (EFG) | 5.9 | $14M | 183k | 77.39 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 5.3 | $13M | 152k | 84.66 | |
Vanguard Growth ETF (VUG) | 5.3 | $13M | 97k | 132.75 | |
Vanguard Value ETF (VTV) | 5.2 | $13M | 127k | 99.82 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 4.3 | $11M | 192k | 54.59 | |
iShares MSCI EAFE Value Index (EFV) | 4.3 | $10M | 188k | 54.60 | |
Vanguard Mid-Cap Value ETF (VOE) | 4.1 | $10M | 94k | 105.65 | |
Vanguard Mid-Cap ETF (VO) | 4.0 | $9.6M | 65k | 147.00 | |
Vanguard Emerging Markets ETF (VWO) | 3.5 | $8.6M | 197k | 43.57 | |
Vanguard Mid-Cap Growth ETF (VOT) | 3.2 | $7.8M | 64k | 121.75 | |
Vanguard Short-Term Bond ETF (BSV) | 3.0 | $7.4M | 92k | 79.82 | |
Rfdi etf (RFDI) | 2.9 | $7.0M | 110k | 63.06 | |
iShares S&P 500 Index (IVV) | 2.7 | $6.5M | 26k | 252.92 | |
iShares S&P 500 Growth Index (IVW) | 2.5 | $6.0M | 42k | 143.42 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.5 | $5.9M | 39k | 152.73 | |
iShares S&P 500 Value Index (IVE) | 2.4 | $5.8M | 54k | 107.92 | |
Vanguard Europe Pacific ETF (VEA) | 2.3 | $5.6M | 129k | 43.41 | |
iShares S&P MidCap 400 Growth (IJK) | 2.2 | $5.4M | 27k | 202.34 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.2 | $5.3M | 83k | 64.17 | |
Vanguard Large-Cap ETF (VV) | 2.1 | $5.0M | 43k | 115.41 | |
Vanguard Small-Cap Value ETF (VBR) | 1.9 | $4.7M | 37k | 127.79 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.7 | $4.2M | 27k | 152.64 | |
iShares MSCI EAFE Index Fund (EFA) | 1.7 | $4.0M | 59k | 68.48 | |
SPDR Gold Trust (GLD) | 1.5 | $3.6M | 30k | 121.59 | |
Materials SPDR (XLB) | 1.4 | $3.4M | 61k | 56.80 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.4 | $3.3M | 29k | 113.57 | |
Energy Select Sector SPDR (XLE) | 1.3 | $3.2M | 47k | 68.48 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.3 | $3.0M | 68k | 44.81 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.2 | $2.9M | 33k | 88.76 | |
iShares S&P SmallCap 600 Index (IJR) | 1.1 | $2.7M | 36k | 74.21 | |
Vanguard Materials ETF (VAW) | 1.1 | $2.6M | 20k | 128.53 | |
Vanguard Small-Cap ETF (VB) | 1.0 | $2.5M | 18k | 141.31 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 1.0 | $2.4M | 50k | 48.20 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $2.0M | 12k | 164.52 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.8 | $1.9M | 13k | 148.33 | |
iShares Russell 1000 Index (IWB) | 0.7 | $1.7M | 12k | 139.85 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $1.5M | 29k | 52.72 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.6 | $1.5M | 22k | 65.40 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.5 | $1.2M | 13k | 95.76 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.5 | $1.2M | 24k | 49.46 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $1.1M | 9.9k | 113.23 | |
iShares Russell 2000 Index (IWM) | 0.4 | $1.1M | 7.1k | 148.22 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $840k | 7.7k | 109.63 | |
Ishares Tr hdg msci eafe (HEFA) | 0.3 | $842k | 29k | 28.96 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $790k | 8.3k | 94.74 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $623k | 10k | 60.92 | |
Stryker Corporation (SYK) | 0.2 | $571k | 4.0k | 142.04 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $582k | 3.3k | 178.97 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $565k | 6.7k | 84.94 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $533k | 3.0k | 178.92 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $478k | 8.9k | 53.99 | |
First Tr Exchange-traded Fd cmn (HYLS) | 0.2 | $485k | 9.9k | 49.02 | |
International Business Machines (IBM) | 0.1 | $367k | 2.5k | 144.89 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $371k | 4.0k | 92.89 | |
Pepsi (PEP) | 0.1 | $342k | 3.1k | 111.55 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $301k | 3.2k | 95.40 | |
DTE Energy Company (DTE) | 0.1 | $301k | 2.8k | 107.31 | |
Cohen & Steers Glbl Relt (RDOG) | 0.1 | $292k | 13k | 22.68 | |
Exxon Mobil Corporation (XOM) | 0.1 | $257k | 3.1k | 82.00 | |
Johnson & Johnson (JNJ) | 0.1 | $238k | 1.8k | 130.27 | |
Prudential Financial (PRU) | 0.1 | $208k | 2.0k | 106.12 | |
Microsoft Corporation (MSFT) | 0.1 | $182k | 2.4k | 74.32 | |
Home Depot (HD) | 0.1 | $186k | 1.1k | 163.16 | |
iShares Gold Trust | 0.1 | $185k | 15k | 12.32 | |
Vanguard REIT ETF (VNQ) | 0.1 | $187k | 2.3k | 83.11 | |
Pfizer (PFE) | 0.1 | $178k | 5.0k | 35.64 | |
3M Company (MMM) | 0.1 | $158k | 755.00 | 209.27 | |
Intel Corporation (INTC) | 0.1 | $157k | 4.1k | 37.98 | |
Altria (MO) | 0.1 | $179k | 2.8k | 63.34 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $172k | 2.2k | 79.81 | |
Merck & Co (MRK) | 0.1 | $154k | 2.4k | 64.14 | |
Philip Morris International (PM) | 0.1 | $151k | 1.4k | 111.03 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $137k | 1.2k | 118.72 | |
Ford Motor Company (F) | 0.1 | $140k | 12k | 11.96 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $146k | 1.2k | 124.26 | |
McDonald's Corporation (MCD) | 0.1 | $128k | 815.00 | 157.06 | |
Baxter International (BAX) | 0.1 | $111k | 1.8k | 62.96 | |
General Electric Company | 0.1 | $121k | 5.0k | 24.28 | |
Yum! Brands (YUM) | 0.1 | $119k | 1.6k | 73.64 | |
American Electric Power Company (AEP) | 0.1 | $120k | 1.7k | 70.22 | |
Oracle Corporation (ORCL) | 0.1 | $116k | 2.4k | 48.33 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $112k | 1.1k | 104.77 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $122k | 1.4k | 84.20 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $119k | 960.00 | 123.96 | |
Bristol Myers Squibb (BMY) | 0.0 | $105k | 1.7k | 63.48 | |
Boeing Company (BA) | 0.0 | $102k | 400.00 | 255.00 | |
Compass Diversified Holdings (CODI) | 0.0 | $92k | 5.2k | 17.76 | |
iShares Silver Trust (SLV) | 0.0 | $85k | 5.4k | 15.74 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $103k | 798.00 | 129.07 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $88k | 1.1k | 81.03 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $96k | 561.00 | 171.12 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $103k | 1.2k | 86.12 | |
Powershares Kbw Bank Etf | 0.0 | $105k | 2.1k | 51.07 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $103k | 4.5k | 23.06 | |
Berkshire Hathaway (BRK.B) | 0.0 | $73k | 400.00 | 182.50 | |
Wells Fargo & Company (WFC) | 0.0 | $74k | 1.3k | 55.06 | |
Apple (AAPL) | 0.0 | $61k | 397.00 | 153.65 | |
Illinois Tool Works (ITW) | 0.0 | $64k | 430.00 | 148.84 | |
Cedar Fair | 0.0 | $73k | 1.1k | 64.20 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $64k | 443.00 | 144.47 | |
iShares MSCI Canada Index (EWC) | 0.0 | $70k | 2.4k | 29.11 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $65k | 1.1k | 58.04 | |
MBT Financial | 0.0 | $84k | 7.7k | 10.90 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $63k | 1.3k | 49.72 | |
Duke Energy (DUK) | 0.0 | $70k | 833.00 | 84.03 | |
Yum China Holdings (YUMC) | 0.0 | $64k | 1.6k | 39.85 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $52k | 3.7k | 13.94 | |
Comcast Corporation (CMCSA) | 0.0 | $37k | 968.00 | 38.22 | |
Time Warner | 0.0 | $37k | 360.00 | 102.78 | |
Coca-Cola Company (KO) | 0.0 | $52k | 1.1k | 45.38 | |
Wal-Mart Stores (WMT) | 0.0 | $40k | 507.00 | 78.90 | |
Walt Disney Company (DIS) | 0.0 | $53k | 534.00 | 99.25 | |
NVIDIA Corporation (NVDA) | 0.0 | $56k | 314.00 | 178.34 | |
Unum (UNM) | 0.0 | $55k | 1.1k | 50.83 | |
Amgen (AMGN) | 0.0 | $37k | 200.00 | 185.00 | |
Halliburton Company (HAL) | 0.0 | $46k | 1.0k | 45.95 | |
Shire | 0.0 | $40k | 261.00 | 153.26 | |
Southern Company (SO) | 0.0 | $51k | 1.0k | 49.47 | |
Hershey Company (HSY) | 0.0 | $37k | 339.00 | 109.14 | |
Applied Materials (AMAT) | 0.0 | $47k | 902.00 | 52.11 | |
Amazon (AMZN) | 0.0 | $38k | 40.00 | 950.00 | |
Enbridge (ENB) | 0.0 | $51k | 1.2k | 41.46 | |
Textron (TXT) | 0.0 | $43k | 800.00 | 53.75 | |
Gentex Corporation (GNTX) | 0.0 | $40k | 2.0k | 20.00 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $39k | 311.00 | 125.40 | |
iShares Russell 3000 Index (IWV) | 0.0 | $59k | 394.00 | 149.75 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $47k | 571.00 | 82.31 | |
SPDR Barclays Capital High Yield B | 0.0 | $37k | 1.0k | 36.85 | |
United Sts Brent Oil Fd Lp unit (BNO) | 0.0 | $44k | 2.9k | 15.24 | |
Citigroup (C) | 0.0 | $49k | 672.00 | 72.92 | |
Powershares S&p 500 | 0.0 | $56k | 1.4k | 41.03 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $53k | 1.0k | 50.72 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $47k | 1.2k | 40.59 | |
Andeavor | 0.0 | $41k | 400.00 | 102.50 | |
Hasbro (HAS) | 0.0 | $15k | 150.00 | 100.00 | |
Bank of America Corporation (BAC) | 0.0 | $15k | 581.00 | 25.82 | |
Abbott Laboratories (ABT) | 0.0 | $31k | 580.00 | 53.45 | |
Chevron Corporation (CVX) | 0.0 | $26k | 220.00 | 118.18 | |
At&t (T) | 0.0 | $15k | 389.00 | 38.56 | |
Genuine Parts Company (GPC) | 0.0 | $20k | 205.00 | 97.56 | |
Sonoco Products Company (SON) | 0.0 | $23k | 449.00 | 51.22 | |
Verizon Communications (VZ) | 0.0 | $30k | 600.00 | 50.00 | |
Newell Rubbermaid (NWL) | 0.0 | $27k | 643.00 | 41.99 | |
Kroger (KR) | 0.0 | $19k | 960.00 | 19.79 | |
ConocoPhillips (COP) | 0.0 | $13k | 259.00 | 50.19 | |
GlaxoSmithKline | 0.0 | $26k | 636.00 | 40.88 | |
Procter & Gamble Company (PG) | 0.0 | $25k | 275.00 | 90.91 | |
Symantec Corporation | 0.0 | $22k | 672.00 | 32.74 | |
Accenture (ACN) | 0.0 | $16k | 121.00 | 132.23 | |
Varian Medical Systems | 0.0 | $16k | 160.00 | 100.00 | |
Enterprise Products Partners (EPD) | 0.0 | $14k | 532.00 | 26.32 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $15k | 686.00 | 21.87 | |
MGM Resorts International. (MGM) | 0.0 | $36k | 1.1k | 32.73 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $14k | 149.00 | 93.96 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $20k | 328.00 | 60.98 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $29k | 831.00 | 34.90 | |
Rockwell Medical Technologies | 0.0 | $19k | 2.3k | 8.40 | |
Pretium Res Inc Com Isin# Ca74 | 0.0 | $13k | 1.4k | 9.45 | |
Aerie Pharmaceuticals | 0.0 | $24k | 500.00 | 48.00 | |
Energous | 0.0 | $13k | 1.0k | 12.52 | |
Alibaba Group Holding (BABA) | 0.0 | $35k | 200.00 | 175.00 | |
Walgreen Boots Alliance (WBA) | 0.0 | $31k | 397.00 | 78.09 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $31k | 32.00 | 968.75 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $29k | 30.00 | 966.67 | |
Hp (HPQ) | 0.0 | $20k | 1.0k | 19.90 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $15k | 1.0k | 14.93 | |
Dentsply Sirona (XRAY) | 0.0 | $13k | 222.00 | 58.56 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $15k | 42.00 | 357.14 | |
Adient (ADNT) | 0.0 | $18k | 210.00 | 85.71 | |
BP (BP) | 0.0 | $3.0k | 82.00 | 36.59 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $2.0k | 150.00 | 13.33 | |
PNC Financial Services (PNC) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Discover Financial Services (DFS) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Costco Wholesale Corporation (COST) | 0.0 | $8.0k | 50.00 | 160.00 | |
Monsanto Company | 0.0 | $3.0k | 28.00 | 107.14 | |
Eli Lilly & Co. (LLY) | 0.0 | $12k | 139.00 | 86.33 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $10k | 39.00 | 256.41 | |
Avon Products | 0.0 | $1.0k | 266.00 | 3.76 | |
Cisco Systems (CSCO) | 0.0 | $3.0k | 100.00 | 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 | $7.0k | 55.00 | 127.27 | |
Morgan Stanley (MS) | 0.0 | $1.0k | 18.00 | 55.56 | |
International Paper Company (IP) | 0.0 | $11k | 200.00 | 55.00 | |
Potash Corp. Of Saskatchewan I | 0.0 | $0 | 2.00 | 0.00 | |
Liberty Media | 0.0 | $0 | 13.00 | 0.00 | |
NCR Corporation (VYX) | 0.0 | $0 | 1.00 | 0.00 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $2.0k | 38.00 | 52.63 | |
Starbucks Corporation (SBUX) | 0.0 | $11k | 200.00 | 55.00 | |
Kellogg Company (K) | 0.0 | $9.0k | 152.00 | 59.21 | |
Discovery Communications | 0.0 | $0 | 6.00 | 0.00 | |
Discovery Communications | 0.0 | $0 | 2.00 | 0.00 | |
Sears Holdings Corporation | 0.0 | $0 | 7.00 | 0.00 | |
Ampco-Pittsburgh (AP) | 0.0 | $8.0k | 473.00 | 16.91 | |
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 | 11.00 | 90.91 | |
Trimas Corporation (TRS) | 0.0 | $3.0k | 118.00 | 25.42 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $11k | 47.00 | 234.04 | |
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 | 1.3k | 1.52 | |
Motorola Solutions (MSI) | 0.0 | $8.0k | 89.00 | 89.89 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $12k | 346.00 | 34.68 | |
PowerShares DB Precious Metals | 0.0 | $999.950000 | 35.00 | 28.57 | |
Vanguard Energy ETF (VDE) | 0.0 | $8.0k | 80.00 | 100.00 | |
Kinder Morgan (KMI) | 0.0 | $9.0k | 484.00 | 18.60 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.0k | 37.00 | 27.03 | |
Plug Power (PLUG) | 0.0 | $0 | 42.00 | 0.00 | |
Golar Lng Partners Lp unit | 0.0 | $0 | 6.00 | 0.00 | |
Ralph Lauren Corp (RL) | 0.0 | $4.0k | 50.00 | 80.00 | |
Express Scripts Holding | 0.0 | $2.0k | 36.00 | 55.56 | |
Phillips 66 (PSX) | 0.0 | $12k | 129.00 | 93.02 | |
Ishares Trust Barclays (GNMA) | 0.0 | $12k | 242.00 | 49.59 | |
Mondelez Int (MDLZ) | 0.0 | $3.0k | 78.00 | 38.46 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $10k | 183.00 | 54.64 | |
Cohen & Steers Mlp Fund | 0.0 | $0 | 1.00 | 0.00 | |
Liberty Global Inc C | 0.0 | $0 | 6.00 | 0.00 | |
Liberty Global Inc Com Ser A | 0.0 | $0 | 2.00 | 0.00 | |
Sirius Xm Holdings (SIRI) | 0.0 | $6.0k | 1.0k | 6.00 | |
Lands' End (LE) | 0.0 | $0 | 2.00 | 0.00 | |
Time | 0.0 | $1.0k | 50.00 | 20.00 | |
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 | |
Kraft Heinz (KHC) | 0.0 | $2.0k | 26.00 | 76.92 | |
Horizon Global Corporation | 0.0 | $1.0k | 47.00 | 21.28 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $1.0k | 25.00 | 40.00 | |
Fuelcell Energy | 0.0 | $0 | 8.00 | 0.00 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $7.0k | 120.00 | 58.33 | |
Liberty Media Corp Series C Li | 0.0 | $0 | 1.00 | 0.00 | |
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 | |
Alcoa (AA) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Arconic | 0.0 | $1.0k | 59.00 | 16.95 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $0 | 1.00 | 0.00 | |
Varex Imaging (VREX) | 0.0 | $2.0k | 64.00 | 31.25 | |
Dxc Technology (DXC) | 0.0 | $7.0k | 85.00 | 82.35 | |
Veon | 0.0 | $1.0k | 122.00 | 8.20 | |
Dowdupont | 0.0 | $999.990000 | 9.00 | 111.11 | |
Micro Focus Intl | 0.0 | $4.0k | 137.00 | 29.20 |