Cranbrook Wealth Management as of March 31, 2017
Portfolio Holdings for Cranbrook Wealth Management
Cranbrook Wealth Management holds 232 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Growth Index (EFG) | 7.0 | $15M | 214k | 69.49 | |
Vanguard Value ETF (VTV) | 6.2 | $13M | 139k | 95.37 | |
Vanguard Growth ETF (VUG) | 5.8 | $12M | 102k | 121.66 | |
iShares MSCI EAFE Value Index (EFV) | 5.3 | $11M | 225k | 50.30 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 4.8 | $10M | 124k | 83.61 | |
Vanguard Mid-Cap Value ETF (VOE) | 4.8 | $10M | 101k | 101.92 | |
Vanguard Emerging Markets ETF (VWO) | 3.8 | $8.0M | 202k | 39.72 | |
Vanguard Mid-Cap Growth ETF (VOT) | 3.6 | $7.6M | 68k | 112.95 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 3.6 | $7.6M | 141k | 54.13 | |
Vanguard Mid-Cap ETF (VO) | 3.5 | $7.5M | 54k | 139.24 | |
Vanguard Short-Term Bond ETF (BSV) | 3.0 | $6.5M | 81k | 79.72 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.9 | $6.1M | 41k | 148.44 | |
iShares S&P 500 Value Index (IVE) | 2.8 | $5.9M | 57k | 104.04 | |
iShares S&P 500 Growth Index (IVW) | 2.6 | $5.6M | 43k | 131.52 | |
iShares S&P MidCap 400 Growth (IJK) | 2.5 | $5.3M | 28k | 190.90 | |
Vanguard Europe Pacific ETF (VEA) | 2.3 | $5.0M | 127k | 39.30 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.2 | $4.7M | 82k | 57.95 | |
Vanguard Small-Cap Value ETF (VBR) | 2.1 | $4.6M | 37k | 122.86 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.9 | $4.1M | 30k | 140.68 | |
iShares MSCI EAFE Index Fund (EFA) | 1.8 | $3.9M | 62k | 62.29 | |
Vanguard Large-Cap ETF (VV) | 1.8 | $3.7M | 35k | 108.09 | |
SPDR Gold Trust (GLD) | 1.6 | $3.4M | 29k | 118.71 | |
Materials SPDR (XLB) | 1.6 | $3.3M | 63k | 52.41 | |
Energy Select Sector SPDR (XLE) | 1.5 | $3.1M | 45k | 69.91 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.4 | $3.1M | 27k | 114.66 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.4 | $2.9M | 33k | 87.78 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.3 | $2.8M | 71k | 39.39 | |
Vanguard Materials ETF (VAW) | 1.2 | $2.5M | 21k | 118.92 | |
iShares S&P SmallCap 600 Index (IJR) | 1.0 | $2.1M | 30k | 69.18 | |
Rfdi etf (RFDI) | 0.9 | $2.0M | 36k | 56.48 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.9 | $1.9M | 14k | 138.68 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.9 | $1.9M | 13k | 153.08 | |
Vanguard Small-Cap ETF (VB) | 0.9 | $1.9M | 14k | 133.28 | |
iShares Russell 1000 Index (IWB) | 0.8 | $1.7M | 13k | 131.26 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.7 | $1.6M | 27k | 59.21 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.7 | $1.4M | 30k | 47.84 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.6 | $1.2M | 13k | 89.12 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.6 | $1.2M | 24k | 49.47 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $1.1M | 10k | 103.79 | |
iShares Russell 2000 Index (IWM) | 0.5 | $957k | 7.0k | 137.44 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $859k | 7.9k | 108.54 | |
Ishares Tr hdg msci eafe (HEFA) | 0.4 | $845k | 31k | 27.52 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $741k | 8.2k | 89.93 | |
iShares Russell Midcap Value Index (IWS) | 0.3 | $578k | 7.0k | 82.99 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.3 | $579k | 11k | 54.62 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $583k | 10k | 57.01 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $537k | 3.3k | 161.75 | |
Stryker Corporation (SYK) | 0.2 | $515k | 3.9k | 131.61 | |
International Business Machines (IBM) | 0.2 | $441k | 2.5k | 174.10 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $433k | 2.5k | 171.28 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.2 | $371k | 4.3k | 86.82 | |
Pepsi (PEP) | 0.2 | $342k | 3.1k | 111.76 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $277k | 3.2k | 87.80 | |
DTE Energy Company (DTE) | 0.1 | $272k | 2.7k | 102.14 | |
Exxon Mobil Corporation (XOM) | 0.1 | $259k | 3.2k | 81.91 | |
Altria (MO) | 0.1 | $262k | 3.7k | 71.51 | |
Johnson & Johnson (JNJ) | 0.1 | $228k | 1.8k | 124.79 | |
Vanguard REIT ETF (VNQ) | 0.1 | $190k | 2.3k | 82.68 | |
Microsoft Corporation (MSFT) | 0.1 | $161k | 2.4k | 65.74 | |
Home Depot (HD) | 0.1 | $167k | 1.1k | 146.49 | |
Pfizer (PFE) | 0.1 | $171k | 5.0k | 34.24 | |
iShares Gold Trust | 0.1 | $180k | 15k | 11.99 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $169k | 2.2k | 78.42 | |
General Electric Company | 0.1 | $149k | 5.0k | 29.90 | |
3M Company (MMM) | 0.1 | $144k | 755.00 | 190.73 | |
Intel Corporation (INTC) | 0.1 | $149k | 4.1k | 36.03 | |
Merck & Co (MRK) | 0.1 | $153k | 2.4k | 63.72 | |
Philip Morris International (PM) | 0.1 | $153k | 1.4k | 112.92 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $139k | 1.2k | 118.30 | |
Sonoco Products Company (SON) | 0.1 | $130k | 2.4k | 53.08 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $133k | 1.2k | 115.25 | |
Ford Motor Company (F) | 0.1 | $136k | 12k | 11.61 | |
iShares MSCI Canada Index (EWC) | 0.1 | $127k | 4.7k | 26.88 | |
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 | $118k | 960.00 | 122.92 | |
McDonald's Corporation (MCD) | 0.1 | $106k | 815.00 | 130.06 | |
Yum! Brands (YUM) | 0.1 | $103k | 1.6k | 63.90 | |
American Electric Power Company (AEP) | 0.1 | $115k | 1.7k | 67.29 | |
Oracle Corporation (ORCL) | 0.1 | $107k | 2.4k | 44.58 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $103k | 849.00 | 121.32 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $100k | 1.2k | 81.23 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $105k | 1.1k | 98.22 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $100k | 1.2k | 83.61 | |
Baxter International (BAX) | 0.0 | $91k | 1.8k | 51.62 | |
Bristol Myers Squibb (BMY) | 0.0 | $90k | 1.7k | 54.41 | |
Wells Fargo & Company (WFC) | 0.0 | $75k | 1.3k | 55.80 | |
Cedar Fair | 0.0 | $75k | 1.1k | 67.63 | |
Compass Diversified Holdings (CODI) | 0.0 | $86k | 5.2k | 16.61 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $84k | 1.1k | 77.35 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $87k | 561.00 | 155.08 | |
MBT Financial | 0.0 | $87k | 7.7k | 11.29 | |
Berkshire Hathaway (BRK.B) | 0.0 | $67k | 400.00 | 167.50 | |
Walt Disney Company (DIS) | 0.0 | $61k | 534.00 | 114.23 | |
Boeing Company (BA) | 0.0 | $71k | 400.00 | 177.50 | |
Apple (AAPL) | 0.0 | $57k | 396.00 | 143.94 | |
Illinois Tool Works (ITW) | 0.0 | $57k | 430.00 | 132.56 | |
EOG Resources (EOG) | 0.0 | $58k | 598.00 | 96.99 | |
iShares MSCI Hong Kong Index Fund (EWH) | 0.0 | $59k | 2.7k | 22.24 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $59k | 443.00 | 133.18 | |
iShares Russell 3000 Index (IWV) | 0.0 | $55k | 394.00 | 139.59 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $60k | 1.3k | 47.36 | |
Powershares S&p 500 | 0.0 | $55k | 1.4k | 40.29 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $50k | 3.7k | 13.40 | |
Comcast Corporation (CMCSA) | 0.0 | $36k | 968.00 | 37.19 | |
Time Warner | 0.0 | $35k | 360.00 | 97.22 | |
Moody's Corporation (MCO) | 0.0 | $33k | 292.00 | 113.01 | |
Coca-Cola Company (KO) | 0.0 | $49k | 1.1k | 42.76 | |
Wal-Mart Stores (WMT) | 0.0 | $37k | 507.00 | 72.98 | |
NVIDIA Corporation (NVDA) | 0.0 | $34k | 314.00 | 108.28 | |
Unum (UNM) | 0.0 | $51k | 1.1k | 47.13 | |
Amgen (AMGN) | 0.0 | $33k | 200.00 | 165.00 | |
Halliburton Company (HAL) | 0.0 | $49k | 993.00 | 49.35 | |
Shire | 0.0 | $45k | 261.00 | 172.41 | |
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 | $35k | 902.00 | 38.80 | |
Amazon (AMZN) | 0.0 | $35k | 40.00 | 875.00 | |
Enbridge (ENB) | 0.0 | $51k | 1.2k | 41.46 | |
Textron (TXT) | 0.0 | $38k | 800.00 | 47.50 | |
Gentex Corporation (GNTX) | 0.0 | $43k | 2.0k | 21.50 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $42k | 373.00 | 112.60 | |
iShares Silver Trust (SLV) | 0.0 | $51k | 3.0k | 17.18 | |
iShares S&P Latin America 40 Index (ILF) | 0.0 | $43k | 1.4k | 31.85 | |
SPDR Barclays Capital High Yield B | 0.0 | $37k | 1.0k | 36.85 | |
United Sts Brent Oil Fd Lp unit (BNO) | 0.0 | $42k | 2.9k | 14.54 | |
Phillips 66 (PSX) | 0.0 | $33k | 420.00 | 78.57 | |
Walgreen Boots Alliance (WBA) | 0.0 | $33k | 397.00 | 83.12 | |
Yum China Holdings (YUMC) | 0.0 | $44k | 1.6k | 27.40 | |
Hasbro (HAS) | 0.0 | $15k | 150.00 | 100.00 | |
Progressive Corporation (PGR) | 0.0 | $31k | 794.00 | 39.04 | |
Bank of America Corporation (BAC) | 0.0 | $14k | 581.00 | 24.10 | |
Ameriprise Financial (AMP) | 0.0 | $21k | 160.00 | 131.25 | |
Devon Energy Corporation (DVN) | 0.0 | $16k | 381.00 | 41.99 | |
Abbott Laboratories (ABT) | 0.0 | $26k | 580.00 | 44.83 | |
Eli Lilly & Co. (LLY) | 0.0 | $12k | 139.00 | 86.33 | |
Chevron Corporation (CVX) | 0.0 | $24k | 220.00 | 109.09 | |
At&t (T) | 0.0 | $16k | 389.00 | 41.13 | |
Genuine Parts Company (GPC) | 0.0 | $19k | 205.00 | 92.68 | |
Verizon Communications (VZ) | 0.0 | $29k | 600.00 | 48.33 | |
Newell Rubbermaid (NWL) | 0.0 | $30k | 643.00 | 46.66 | |
Kroger (KR) | 0.0 | $28k | 960.00 | 29.17 | |
ConocoPhillips (COP) | 0.0 | $13k | 259.00 | 50.19 | |
GlaxoSmithKline | 0.0 | $27k | 636.00 | 42.45 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $22k | 353.00 | 62.32 | |
Procter & Gamble Company (PG) | 0.0 | $25k | 275.00 | 90.91 | |
Symantec Corporation | 0.0 | $21k | 672.00 | 31.25 | |
Starbucks Corporation (SBUX) | 0.0 | $12k | 200.00 | 60.00 | |
Marriott International (MAR) | 0.0 | $24k | 256.00 | 93.75 | |
Prudential Financial (PRU) | 0.0 | $20k | 188.00 | 106.38 | |
Kellogg Company (K) | 0.0 | $11k | 152.00 | 72.37 | |
Varian Medical Systems | 0.0 | $15k | 160.00 | 93.75 | |
Tesoro Corporation | 0.0 | $32k | 400.00 | 80.00 | |
Enterprise Products Partners (EPD) | 0.0 | $15k | 532.00 | 28.20 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $14k | 686.00 | 20.41 | |
MGM Resorts International. (MGM) | 0.0 | $30k | 1.1k | 27.27 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $14k | 149.00 | 93.96 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $28k | 509.00 | 55.01 | |
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 | $18k | 328.00 | 54.88 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $26k | 831.00 | 31.29 | |
Rockwell Medical Technologies | 0.0 | $14k | 2.3k | 6.19 | |
Kinder Morgan (KMI) | 0.0 | $11k | 484.00 | 22.73 | |
Pretium Res Inc Com Isin# Ca74 | 0.0 | $15k | 1.4k | 10.90 | |
Ishares Trust Barclays (GNMA) | 0.0 | $12k | 242.00 | 49.59 | |
Mondelez Int (MDLZ) | 0.0 | $22k | 506.00 | 43.48 | |
Aerie Pharmaceuticals | 0.0 | $23k | 500.00 | 46.00 | |
Energous | 0.0 | $16k | 1.0k | 15.41 | |
Alibaba Group Holding (BABA) | 0.0 | $16k | 153.00 | 104.58 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $24k | 1.0k | 23.88 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $14k | 42.00 | 333.33 | |
Adient (ADNT) | 0.0 | $15k | 210.00 | 71.43 | |
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 | $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 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $9.0k | 39.00 | 230.77 | |
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 | |
Dow Chemical Company | 0.0 | $999.990000 | 9.00 | 111.11 | |
Morgan Stanley (MS) | 0.0 | $1.0k | 18.00 | 55.56 | |
International Paper Company (IP) | 0.0 | $10k | 200.00 | 50.00 | |
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 | |
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 | $7.0k | 473.00 | 14.80 | |
Cooper Tire & Rubber Company | 0.0 | $4.0k | 84.00 | 47.62 | |
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 | $10k | 47.00 | 212.77 | |
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 | $990.000000 | 3.0k | 0.33 | |
Motorola Solutions (MSI) | 0.0 | $8.0k | 89.00 | 89.89 | |
PowerShares DB Precious Metals | 0.0 | $999.950000 | 35.00 | 28.57 | |
Vanguard Energy ETF (VDE) | 0.0 | $4.0k | 39.00 | 102.56 | |
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 | $2.0k | 36.00 | 55.56 | |
Sears Canada (SRSCQ) | 0.0 | $0 | 2.00 | 0.00 | |
Cohen & Steers Mlp Fund | 0.0 | $0 | 1.00 | 0.00 | |
Ophthotech | 0.0 | $7.0k | 2.0k | 3.50 | |
Covisint | 0.0 | $0 | 140.00 | 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 | |
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 | $2.0k | 44.00 | 45.45 | |
Arconic | 0.0 | $4.0k | 134.00 | 29.85 | |
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 | $6.0k | 86.00 | 69.77 | |
Veon | 0.0 | $0 | 122.00 | 0.00 |