Cranbrook Wealth Management as of Dec. 31, 2017
Portfolio Holdings for Cranbrook Wealth Management
Cranbrook Wealth Management holds 241 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Intermediate-Term Bond ETF (BIV) | 5.5 | $14M | 166k | 83.83 | |
iShares MSCI EAFE Growth Index (EFG) | 5.3 | $14M | 167k | 80.74 | |
Vanguard Growth ETF (VUG) | 5.2 | $13M | 94k | 140.65 | |
Vanguard Value ETF (VTV) | 5.2 | $13M | 123k | 106.32 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 4.4 | $11M | 205k | 54.37 | |
Vanguard Mid-Cap ETF (VO) | 4.2 | $11M | 68k | 154.79 | |
Vanguard Mid-Cap Value ETF (VOE) | 4.1 | $11M | 94k | 111.57 | |
iShares MSCI EAFE Value Index (EFV) | 3.7 | $9.3M | 168k | 55.21 | |
Vanguard Emerging Markets ETF (VWO) | 3.5 | $8.9M | 193k | 45.91 | |
Rfdi etf (RFDI) | 3.3 | $8.3M | 130k | 64.08 | |
iShares S&P 500 Index (IVV) | 3.1 | $7.8M | 29k | 268.84 | |
Vanguard Short-Term Bond ETF (BSV) | 3.0 | $7.5M | 95k | 79.10 | |
Vanguard Mid-Cap Growth ETF (VOT) | 2.9 | $7.4M | 58k | 127.72 | |
iShares S&P 500 Growth Index (IVW) | 2.4 | $6.1M | 40k | 152.77 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.4 | $6.0M | 38k | 160.12 | |
iShares S&P 500 Value Index (IVE) | 2.4 | $6.0M | 52k | 114.24 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.2 | $5.7M | 86k | 66.08 | |
Vanguard Europe Pacific ETF (VEA) | 2.2 | $5.6M | 126k | 44.86 | |
iShares S&P MidCap 400 Growth (IJK) | 2.2 | $5.6M | 26k | 215.84 | |
Vanguard Large-Cap ETF (VV) | 2.1 | $5.3M | 43k | 122.59 | |
Vanguard Small-Cap Value ETF (VBR) | 1.9 | $4.7M | 36k | 132.79 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.7 | $4.4M | 27k | 160.86 | |
iShares MSCI EAFE Index Fund (EFA) | 1.6 | $4.2M | 59k | 70.31 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.6 | $4.0M | 35k | 114.09 | |
SPDR Gold Trust (GLD) | 1.5 | $3.8M | 30k | 123.64 | |
Materials SPDR (XLB) | 1.5 | $3.7M | 62k | 60.52 | |
Energy Select Sector SPDR (XLE) | 1.4 | $3.5M | 48k | 72.26 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 1.3 | $3.3M | 68k | 48.04 | |
iShares S&P SmallCap 600 Index (IJR) | 1.2 | $3.0M | 40k | 76.80 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.2 | $3.0M | 34k | 87.25 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $2.8M | 60k | 47.12 | |
Vanguard Materials ETF (VAW) | 1.0 | $2.6M | 19k | 136.72 | |
Vanguard Small-Cap ETF (VB) | 1.0 | $2.5M | 17k | 147.82 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $2.1M | 12k | 170.13 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.8 | $1.9M | 12k | 153.59 | |
iShares Russell 1000 Index (IWB) | 0.7 | $1.8M | 12k | 148.63 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $1.6M | 28k | 54.71 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.5 | $1.3M | 19k | 70.10 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.5 | $1.3M | 12k | 102.24 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.5 | $1.2M | 25k | 48.82 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $1.2M | 9.9k | 120.60 | |
Ishares Tr core strm usbd (ISTB) | 0.5 | $1.1M | 23k | 49.83 | |
First Tr Exchange-traded Fd cmn (HYLS) | 0.5 | $1.1M | 24k | 48.59 | |
iShares Russell 2000 Index (IWM) | 0.4 | $1.1M | 7.1k | 152.41 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $855k | 8.4k | 102.09 | |
Ishares Tr hdg msci eafe (HEFA) | 0.3 | $863k | 29k | 29.68 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $823k | 7.5k | 109.37 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $660k | 10k | 64.54 | |
Stryker Corporation (SYK) | 0.2 | $614k | 4.0k | 154.82 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $607k | 3.3k | 186.65 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $583k | 6.5k | 89.20 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $565k | 3.0k | 189.66 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $447k | 7.9k | 56.94 | |
International Business Machines (IBM) | 0.1 | $389k | 2.5k | 153.57 | |
Pepsi (PEP) | 0.1 | $368k | 3.1k | 120.03 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $392k | 4.0k | 98.15 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $337k | 3.2k | 106.81 | |
DTE Energy Company (DTE) | 0.1 | $314k | 2.9k | 109.64 | |
Cohen & Steers Glbl Relt (RDOG) | 0.1 | $295k | 13k | 22.78 | |
Exxon Mobil Corporation (XOM) | 0.1 | $262k | 3.1k | 83.60 | |
Home Depot (HD) | 0.1 | $254k | 1.3k | 189.55 | |
Johnson & Johnson (JNJ) | 0.1 | $255k | 1.8k | 139.57 | |
Prudential Financial (PRU) | 0.1 | $225k | 2.0k | 114.80 | |
Microsoft Corporation (MSFT) | 0.1 | $209k | 2.4k | 85.34 | |
Intel Corporation (INTC) | 0.1 | $191k | 4.1k | 46.20 | |
Altria (MO) | 0.1 | $192k | 2.7k | 71.30 | |
Pfizer (PFE) | 0.1 | $181k | 5.0k | 36.24 | |
3M Company (MMM) | 0.1 | $178k | 755.00 | 235.76 | |
iShares Gold Trust | 0.1 | $188k | 15k | 12.52 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $175k | 2.2k | 81.21 | |
Vanguard REIT ETF (VNQ) | 0.1 | $187k | 2.3k | 83.11 | |
McDonald's Corporation (MCD) | 0.1 | $140k | 815.00 | 171.78 | |
Philip Morris International (PM) | 0.1 | $144k | 1.4k | 105.73 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $143k | 1.2k | 123.92 | |
Ford Motor Company (F) | 0.1 | $146k | 12k | 12.47 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $148k | 1.2k | 125.96 | |
Baxter International (BAX) | 0.1 | $114k | 1.8k | 64.66 | |
Boeing Company (BA) | 0.1 | $118k | 400.00 | 295.00 | |
Yum! Brands (YUM) | 0.1 | $132k | 1.6k | 81.58 | |
Merck & Co (MRK) | 0.1 | $135k | 2.4k | 56.23 | |
American Electric Power Company (AEP) | 0.1 | $126k | 1.7k | 73.73 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $119k | 1.1k | 111.32 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $118k | 1.4k | 83.51 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $117k | 960.00 | 121.88 | |
General Electric Company | 0.0 | $104k | 6.0k | 17.38 | |
Bristol Myers Squibb (BMY) | 0.0 | $101k | 1.7k | 61.06 | |
Oracle Corporation (ORCL) | 0.0 | $113k | 2.4k | 47.08 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $108k | 784.00 | 137.76 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $93k | 1.1k | 85.64 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $90k | 1.5k | 60.98 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $98k | 561.00 | 174.69 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $108k | 1.2k | 90.30 | |
Powershares Kbw Bank Etf | 0.0 | $113k | 2.1k | 54.96 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $99k | 1.7k | 56.77 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $104k | 4.5k | 23.28 | |
Berkshire Hathaway (BRK.B) | 0.0 | $85k | 430.00 | 197.67 | |
Wells Fargo & Company (WFC) | 0.0 | $82k | 1.3k | 61.01 | |
Apple (AAPL) | 0.0 | $67k | 397.00 | 168.77 | |
Illinois Tool Works (ITW) | 0.0 | $72k | 430.00 | 167.44 | |
Cedar Fair | 0.0 | $75k | 1.2k | 65.10 | |
Compass Diversified Holdings (CODI) | 0.0 | $88k | 5.2k | 16.99 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $69k | 443.00 | 155.76 | |
iShares Silver Trust (SLV) | 0.0 | $86k | 5.4k | 15.93 | |
MBT Financial | 0.0 | $82k | 7.7k | 10.65 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $67k | 1.3k | 52.88 | |
Duke Energy (DUK) | 0.0 | $70k | 833.00 | 84.03 | |
Yum China Holdings (YUMC) | 0.0 | $64k | 1.6k | 39.83 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $51k | 3.5k | 14.55 | |
Comcast Corporation (CMCSA) | 0.0 | $39k | 968.00 | 40.29 | |
Wal-Mart Stores (WMT) | 0.0 | $50k | 507.00 | 98.62 | |
Walt Disney Company (DIS) | 0.0 | $57k | 534.00 | 106.74 | |
NVIDIA Corporation (NVDA) | 0.0 | $52k | 267.00 | 194.76 | |
Unum (UNM) | 0.0 | $59k | 1.1k | 54.53 | |
Amgen (AMGN) | 0.0 | $43k | 245.00 | 175.51 | |
Halliburton Company (HAL) | 0.0 | $49k | 1.0k | 48.76 | |
Shire | 0.0 | $40k | 261.00 | 153.26 | |
Southern Company (SO) | 0.0 | $50k | 1.0k | 48.50 | |
Hershey Company (HSY) | 0.0 | $38k | 339.00 | 112.09 | |
Applied Materials (AMAT) | 0.0 | $46k | 902.00 | 51.00 | |
Amazon (AMZN) | 0.0 | $58k | 50.00 | 1160.00 | |
Enbridge (ENB) | 0.0 | $48k | 1.2k | 39.02 | |
Textron (TXT) | 0.0 | $45k | 800.00 | 56.25 | |
Gentex Corporation (GNTX) | 0.0 | $42k | 2.0k | 21.00 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $42k | 311.00 | 135.05 | |
iShares Russell 3000 Index (IWV) | 0.0 | $62k | 394.00 | 157.36 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $61k | 743.00 | 82.10 | |
United Sts Brent Oil Fd Lp unit (BNO) | 0.0 | $52k | 2.9k | 18.01 | |
Citigroup (C) | 0.0 | $50k | 672.00 | 74.40 | |
Powershares S&p 500 | 0.0 | $58k | 1.4k | 42.49 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $44k | 42.00 | 1047.62 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $44k | 1.2k | 38.00 | |
Andeavor | 0.0 | $46k | 400.00 | 115.00 | |
Hasbro (HAS) | 0.0 | $14k | 150.00 | 93.33 | |
Time Warner | 0.0 | $33k | 360.00 | 91.67 | |
Bank of America Corporation (BAC) | 0.0 | $17k | 581.00 | 29.26 | |
Coca-Cola Company (KO) | 0.0 | $27k | 599.00 | 45.08 | |
Abbott Laboratories (ABT) | 0.0 | $33k | 580.00 | 56.90 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $33k | 125.00 | 264.00 | |
At&t (T) | 0.0 | $15k | 389.00 | 38.56 | |
Genuine Parts Company (GPC) | 0.0 | $19k | 205.00 | 92.68 | |
Sonoco Products Company (SON) | 0.0 | $24k | 449.00 | 53.45 | |
Verizon Communications (VZ) | 0.0 | $32k | 600.00 | 53.33 | |
Newell Rubbermaid (NWL) | 0.0 | $20k | 643.00 | 31.10 | |
Kroger (KR) | 0.0 | $26k | 960.00 | 27.08 | |
ConocoPhillips (COP) | 0.0 | $14k | 259.00 | 54.05 | |
GlaxoSmithKline | 0.0 | $23k | 636.00 | 36.16 | |
Procter & Gamble Company (PG) | 0.0 | $25k | 275.00 | 90.91 | |
Symantec Corporation | 0.0 | $19k | 672.00 | 28.27 | |
Accenture (ACN) | 0.0 | $19k | 121.00 | 157.02 | |
Varian Medical Systems | 0.0 | $18k | 160.00 | 112.50 | |
Enterprise Products Partners (EPD) | 0.0 | $14k | 532.00 | 26.32 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $14k | 686.00 | 20.41 | |
MGM Resorts International. (MGM) | 0.0 | $37k | 1.1k | 33.64 | |
iShares MSCI Canada Index (EWC) | 0.0 | $23k | 760.00 | 30.26 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $29k | 311.00 | 93.25 | |
SPDR Barclays Capital High Yield B | 0.0 | $37k | 1.0k | 36.85 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $21k | 328.00 | 64.02 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $29k | 831.00 | 34.90 | |
Rockwell Medical Technologies | 0.0 | $13k | 2.3k | 5.75 | |
Pretium Res Inc Com Isin# Ca74 | 0.0 | $16k | 1.4k | 11.63 | |
Phillips 66 (PSX) | 0.0 | $13k | 129.00 | 100.78 | |
Energous | 0.0 | $20k | 1.0k | 19.27 | |
Alibaba Group Holding (BABA) | 0.0 | $34k | 200.00 | 170.00 | |
Walgreen Boots Alliance (WBA) | 0.0 | $29k | 397.00 | 73.05 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $31k | 30.00 | 1033.33 | |
Hp (HPQ) | 0.0 | $21k | 1.0k | 20.90 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $14k | 1.0k | 13.93 | |
Dentsply Sirona (XRAY) | 0.0 | $15k | 222.00 | 67.57 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $14k | 42.00 | 333.33 | |
Adient (ADNT) | 0.0 | $17k | 210.00 | 80.95 | |
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 | $9.0k | 50.00 | 180.00 | |
Monsanto Company | 0.0 | $3.0k | 28.00 | 107.14 | |
Eli Lilly & Co. (LLY) | 0.0 | $12k | 139.00 | 86.33 | |
Avon Products | 0.0 | $1.0k | 266.00 | 3.76 | |
Cisco Systems (CSCO) | 0.0 | $4.0k | 100.00 | 40.00 | |
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 | $12k | 200.00 | 60.00 | |
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 | $3.0k | 38.00 | 78.95 | |
Qualcomm (QCOM) | 0.0 | $5.0k | 74.00 | 67.57 | |
Starbucks Corporation (SBUX) | 0.0 | $11k | 200.00 | 55.00 | |
Kellogg Company (K) | 0.0 | $10k | 152.00 | 65.79 | |
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 | $6.0k | 473.00 | 12.68 | |
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 | $999.960000 | 12.00 | 83.33 | |
Trimas Corporation (TRS) | 0.0 | $3.0k | 118.00 | 25.42 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $12k | 47.00 | 255.32 | |
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 | 81.00 | 98.77 | |
American Intl Group | 0.0 | $0 | 2.00 | 0.00 | |
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 | $5.0k | 50.00 | 100.00 | |
Express Scripts Holding | 0.0 | $3.0k | 36.00 | 83.33 | |
Ishares Trust Barclays (GNMA) | 0.0 | $12k | 242.00 | 49.59 | |
Mondelez Int (MDLZ) | 0.0 | $3.0k | 78.00 | 38.46 | |
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 | |
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 | $8.0k | 120.00 | 66.67 | |
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 | $2.0k | 59.00 | 33.90 | |
Ishares Msci Japan (EWJ) | 0.0 | $2.0k | 35.00 | 57.14 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $0 | 1.00 | 0.00 | |
Varex Imaging (VREX) | 0.0 | $3.0k | 64.00 | 46.88 | |
Dxc Technology (DXC) | 0.0 | $8.0k | 85.00 | 94.12 | |
Veon | 0.0 | $0 | 122.00 | 0.00 | |
Dowdupont | 0.0 | $999.990000 | 9.00 | 111.11 | |
Micro Focus Intl | 0.0 | $5.0k | 137.00 | 36.50 | |
Tapestry (TPR) | 0.0 | $0 | 2.00 | 0.00 |