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Disclosery

13F-HR filed by Crane Advisory, LLC

Crane Advisory, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-14, with 44 holding rows worth $570,468,471.

Accession
0001085146-25-000165
Filer
CIK 1951283
Filed
2025-01-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 44 entries on the cover page, a total value of $570,468,471 stated on the cover page (in dollars after the unit check, H1), rows summing to $570,468,471 with VALUE read as dollars as filed, 13F file number 028-22665. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM178,443$97,144,320dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD1,802,695$89,377,595dollars as filed
Vanguard Growth922908736COM171,770$71,542,288dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF1,050,079$47,117,062dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS1,860,248$45,111,015dollars as filed
Vanguard Value ETF922908744SHS252,696$43,049,220dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR1,445,109$41,850,345dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS138,643$27,197,573dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF431,560$21,750,624dollars as filed
Apple Inc037833100COM80,579$19,609,586dollars as filed
Vanguard Small-Cap ETF922908751SHS70,807$17,240,684dollars as filed
Vanguard Mid-Cap ETF922908629SHS64,025$17,099,280dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY195,952$7,293,317dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS78,139$4,110,107dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM16,685$3,222,280dollars as filed
Microsoft Corp594918104COM4,059$1,718,463dollars as filed
Johnson & Johnson478160104COM9,825$1,416,667dollars as filed
META PLATFORMS INC CL A30303M102COM2,327$1,407,057dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC31,040$1,179,830dollars as filed
NVIDIA Corp67066G104COM7,075$1,022,125dollars as filed
Amazon.com, Inc023135106COM4,459$999,663dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM3,491$939,847dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF7,380$926,854dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,439$851,297dollars as filed
EDISON INTL COM281020107Stock9,722$775,821dollars as filed
AON PLC SHS CL AG0403H108Stock1,657$586,545dollars as filed
REALTY INCOME CORP COM756109104REIT10,544$561,784dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,231$543,226dollars as filed
VTI922908769COM1,674$490,582dollars as filed
Boeing Company097023105COM2,272$386,013dollars as filed
Caterpillar Inc.149123101COM1,014$368,883dollars as filed
Walt Disney Co254687106COM3,257$362,048dollars as filed
SPY78462F103SHS600$355,170dollars as filed
Chevron Corporation166764100COM2,254$333,254dollars as filed
JPMorgan Chase & Co46625H100COM1,291$314,074dollars as filed
EXXON MOBIL CORP30231G102COM2,745$296,076dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF6,184$283,157dollars as filed
iShares Short Treasury Bond ETF464288679SHS2,416$266,189dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,380$253,660dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS2,453$246,208dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,412$229,224dollars as filed
PEARSON PLC SPONSORED ADR705015105ADR13,705$218,869dollars as filed
International Business Machines Corporation459200101COM968$215,525dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS1,089$205,064dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000165this filing2025-01-14acceptance time not in the bulk data set