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Home > Institutional Investor > Cranbrook Wealth Management, Llc > Profile

Instuitional Investor - Cranbrook Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Cranbrook Wealth Management, Llc
Portfolio Value $431,439,882
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 635,495 $47,490,576 11%
2.
Ishares Trust
 IEF 79,633 $46,878,579 10.86%
3.
Ishares Tr
 421,937 $29,653,755 6.87%
4.
Vanguard Index Fds
 101,217 $26,734,368 6.19%
5.
Vanguard Charlotte Fds
 431,825 $21,180,997 4.9%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)