Instuitional Investor - Cranbrook Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Cranbrook Wealth Management, Llc |
Portfolio Value | $430,501,558 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | BND | 656,177 | $50,243,488 | 11.67% | |
2. | IEF | 80,159 | $45,041,402 | 10.46% | |
3. | Ishares Tr - CORE MSCI EAFE | 419,818 | $31,759,212 | 7.38% | |
4. | Vanguard Index Fds - MID CAP ETF | 101,901 | $26,353,757 | 6.12% | |
5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 423,169 | $20,659,101 | 4.8% |