Crane Advisory

Crane Advisory as of March 31, 2025

Portfolio Holdings for Crane Advisory

Crane Advisory holds 44 positions in its portfolio as reported in the March 2025 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) 16.7 $93M 189k 490.55
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 16.1 $89M 1.8M 49.41
Vanguard Index Fds Growth Etf (VUG) 12.2 $67M 187k 360.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 8.4 $46M 918k 50.39
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.9 $44M 1.8M 24.55
Vanguard Index Fds Value Etf (VTV) 7.5 $42M 258k 161.83
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.8 $38M 1.3M 29.16
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $26M 143k 184.75
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.3 $24M 538k 44.68
Apple (AAPL) 3.4 $19M 96k 198.15
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $17M 70k 243.62
Vanguard Index Fds Small Cp Etf (VB) 2.9 $16M 79k 205.82
Ishares Tr Msci Intl Qualty (IQLT) 1.5 $8.4M 215k 38.93
Ishares Core Msci Emkt (IEMG) 0.7 $4.0M 78k 51.66
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.7M 17k 159.40
Microsoft Corporation (MSFT) 0.3 $1.6M 4.1k 388.46
Johnson & Johnson (JNJ) 0.3 $1.5M 10k 151.73
Meta Platforms Cl A (META) 0.2 $1.3M 2.4k 543.62
NVIDIA Corporation (NVDA) 0.2 $1.3M 12k 110.93
Amazon (AMZN) 0.2 $1.3M 6.8k 184.87
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $991k 31k 31.94
Vanguard World Mega Cap Val Etf (MGV) 0.2 $878k 7.3k 120.89
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $845k 3.5k 242.06
Alphabet Cap Stk Cl A (GOOGL) 0.1 $733k 4.7k 157.16
Spdr Gold Tr Gold Shs (GLD) 0.1 $647k 2.2k 297.93
Aon Shs Cl A (AON) 0.1 $624k 1.7k 376.30
Realty Income (O) 0.1 $582k 11k 55.22
Edison International (EIX) 0.1 $545k 9.7k 56.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $438k 1.7k 261.74
Chevron Corporation (CVX) 0.1 $383k 2.8k 135.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $320k 600.00 533.94
Wal-Mart Stores (WMT) 0.1 $308k 3.3k 92.80
JPMorgan Chase & Co. (JPM) 0.1 $305k 1.3k 236.20
Boeing Company (BA) 0.1 $301k 1.9k 156.84
Caterpillar (CAT) 0.1 $298k 1.0k 293.45
Exxon Mobil Corporation (XOM) 0.1 $279k 2.7k 103.14
Walt Disney Company (DIS) 0.0 $277k 3.3k 84.89
Hershey Company (HSY) 0.0 $261k 1.6k 165.65
Ishares Tr Esg Select Scre (XVV) 0.0 $256k 6.3k 40.91
International Business Machines (IBM) 0.0 $228k 968.00 235.48
Pearson Sponsored Adr (PSO) 0.0 $214k 14k 15.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $211k 1.4k 149.73
TJX Companies (TJX) 0.0 $205k 1.6k 128.15
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $204k 1.3k 154.55