Instuitional Investor - Cranbrook Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Cranbrook Wealth Management, Llc |
Portfolio Value | $468,686,968 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 85,260 | $52,938,152 | 11.29% | |
2. | BND | 654,680 | $50,632,948 | 10.8% | |
3. | Ishares Tr - CORE MSCI EAFE | 409,595 | $34,192,993 | 7.3% | |
4. | Vanguard Index Fds - MID CAP ETF | 104,576 | $29,263,554 | 6.24% | |
5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 410,836 | $20,340,510 | 4.34% |