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. | BND | 635,495 | $47,490,576 | 11% | |
2. | IEF | 79,633 | $46,878,579 | 10.86% | |
3. | Ishares Tr - CORE MSCI EAFE | 421,937 | $29,653,755 | 6.87% | |
4. | Vanguard Index Fds - MID CAP ETF | 101,217 | $26,734,368 | 6.19% | |
5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 431,825 | $21,180,997 | 4.9% |