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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 $374,562,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,648 $35,654,172 9.51%
2.
Vanguard Bond Index Funds
 BND 456,603 $34,875,357 9.31%
3.
Ishares Tr
 434,085 $30,537,883 8.15%
4.
Vanguard Charlotte Fds
 541,348 $26,723,627 7.13%
5.
Vanguard Index Fds
 103,650 $24,113,210 6.43%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)