Crane Advisory

Crane Advisory as of Dec. 31, 2024

Portfolio Holdings for Crane Advisory

Crane Advisory holds 44 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.0 $97M 178k 544.40
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 15.7 $89M 1.8M 49.58
Vanguard Index Fds Growth Etf (VUG) 12.5 $72M 172k 416.50
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.3 $47M 1.1M 44.87
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.9 $45M 1.9M 24.25
Vanguard Index Fds Value Etf (VTV) 7.5 $43M 253k 170.36
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 7.3 $42M 1.4M 28.96
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $27M 139k 196.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.8 $22M 432k 50.40
Apple (AAPL) 3.4 $20M 81k 243.36
Vanguard Index Fds Small Cp Etf (VB) 3.0 $17M 71k 243.49
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $17M 64k 267.07
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $7.3M 196k 37.22
Ishares Core Msci Emkt (IEMG) 0.7 $4.1M 78k 52.60
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.2M 17k 193.12
Microsoft Corporation (MSFT) 0.3 $1.7M 4.1k 423.37
Johnson & Johnson (JNJ) 0.2 $1.4M 9.8k 144.19
Meta Platforms Cl A (META) 0.2 $1.4M 2.3k 604.67
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.2M 31k 38.01
NVIDIA Corporation (NVDA) 0.2 $1.0M 7.1k 144.47
Amazon (AMZN) 0.2 $1000k 4.5k 224.19
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $940k 3.5k 269.22
Vanguard World Mega Cap Val Etf (MGV) 0.2 $927k 7.4k 125.59
Alphabet Cap Stk Cl A (GOOGL) 0.1 $851k 4.4k 191.78
Edison International (EIX) 0.1 $776k 9.7k 79.80
Aon Shs Cl A (AON) 0.1 $587k 1.7k 353.98
Realty Income (O) 0.1 $562k 11k 53.28
Spdr Gold Tr Gold Shs (GLD) 0.1 $543k 2.2k 243.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $491k 1.7k 293.06
Boeing Company (BA) 0.1 $386k 2.3k 169.90
Caterpillar (CAT) 0.1 $369k 1.0k 363.79
Walt Disney Company (DIS) 0.1 $362k 3.3k 111.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $355k 600.00 591.95
Chevron Corporation (CVX) 0.1 $333k 2.3k 147.85
JPMorgan Chase & Co. (JPM) 0.1 $314k 1.3k 243.28
Exxon Mobil Corporation (XOM) 0.1 $296k 2.7k 107.86
Ishares Tr Esg Scrnd S&p500 (XVV) 0.0 $283k 6.2k 45.79
Ishares Tr Short Treas Bd (SHV) 0.0 $266k 2.4k 110.18
Ishares Tr National Mun Etf (MUB) 0.0 $254k 2.4k 106.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $246k 2.5k 100.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $229k 1.4k 162.34
Pearson Sponsored Adr (PSO) 0.0 $219k 14k 15.97
International Business Machines (IBM) 0.0 $216k 968.00 222.65
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $205k 1.1k 188.30