Red-Crane-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "VDE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "LCTX",
  "MSFT",
  null,
  "ORCL",
  null,
  "AAPL",
  "NVDA",
  "INTC",
  "AMGN",
  null,
  "IEFA",
  null,
  "SPYG",
  "SPLG",
  "VO",
  null,
  null,
  null,
  "TSM",
  "VYM",
  "AMZN",
  null,
  null,
  "BND",
  "VB",
  "VOO",
  "WDAY",
  "SCHD",
  null,
  null,
  "DGRO",
  "SPYV",
  "RSP",
  null,
  "QQQ",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 64
Total Value: 104479151
Accession Number: 0001754960-25-000289
Form Type: 13F-HR
CIK: red-crane-wealth-management
Manager Name: Red-Crane-Wealth-Management

Data Enrichment

42% identified

27 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $104.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45782C680

Shares:46.5K

Value:$1.8M

% of Portfolio:1.7% ($1.8M/$104.5M)

46434V621

DGRO|46434V621

Shares:27.7K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$104.5M)

78464A854

SPLG|78464A854

Shares:25.3K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$104.5M)

922908751

VB|922908751

Shares:7.4K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$104.5M)

Meta Platforms, Inc.

META|30303M102

Shares:2.5K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$104.5M)

45782C474

Shares:37.6K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$104.5M)

46641Q332

Shares:21.1K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$104.5M)

45782C656

Shares:26.7K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$104.5M)

464288802

Shares:8.8K

Value:$1.0M

% of Portfolio:1.0% ($1.0M/$104.5M)

46654Q203

Shares:18.8K

Value:$972.2K

% of Portfolio:0.9% ($972.2K/$104.5M)

74933W452

Shares:19.2K

Value:$961.6K

% of Portfolio:0.9% ($961.6K/$104.5M)

45782C276

Shares:15.5K

Value:$931.6K

% of Portfolio:0.9% ($931.6K/$104.5M)

00888H711

Shares:31.4K

Value:$905.1K

% of Portfolio:0.9% ($905.1K/$104.5M)

808524797

SCHD|808524797

Shares:29.8K

Value:$833.8K

% of Portfolio:0.8% ($833.8K/$104.5M)

921937835

BND|921937835

Shares:9.7K

Value:$711.3K

% of Portfolio:0.7% ($711.3K/$104.5M)

45782C342

Shares:22.5K

Value:$694.7K

% of Portfolio:0.7% ($694.7K/$104.5M)

74348A467

Shares:6.6K

Value:$671.4K

% of Portfolio:0.6% ($671.4K/$104.5M)

00162Q452

Shares:12.7K

Value:$661.8K

% of Portfolio:0.6% ($661.8K/$104.5M)

AMGEN INC

AMGN|031162100

Shares:2.0K

Value:$634.6K

% of Portfolio:0.6% ($634.6K/$104.5M)

00888H505

Shares:17.8K

Value:$626.0K

% of Portfolio:0.6% ($626.0K/$104.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C680)✕	46.5K	QoQ -0.56% (-263) YoY-	All Managers (Combined)	$1.8M	1.7% ($1.8M/$104.5M)	QoQ -2.42% (-$43.6K) YoY-
(DGROcusip46434V621)	27.7K	QoQ +4.84% (+1.3K) YoY-	All Managers (Combined)	$1.7M	1.6% ($1.7M/$104.5M)	QoQ +5.60% (+$90.6K) YoY-
(SPLGcusip78464A854)	25.3K	QoQ +36.99% (+6.8K) YoY-	All Managers (Combined)	$1.7M	1.6% ($1.7M/$104.5M)	QoQ +30.67% (+$390.2K) YoY-
(VBcusip922908751)	7.4K	QoQ +4.60% (-324) YoY-	All Managers (Combined)	$1.6M	1.6% ($1.6M/$104.5M)	QoQ -3.46% (-$58.6K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.5K	QoQ +40.06% (+708) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$104.5M)	QoQ +37.87% (+$391.9K) YoY-
(cusip45782C474)✕	37.6K	QoQ +3.40% (-1.2K) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$104.5M)	QoQ -1.04% (-$14.2K) YoY-
(cusip46641Q332)✕	21.1K	QoQ +1.94% (+404) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$104.5M)	QoQ +1.25% (+$14.9K) YoY-
(cusip45782C656)✕	26.7K	QoQ -0.92% (-250) YoY-	All Managers (Combined)	$1.0M	1.0% ($1.0M/$104.5M)	QoQ -2.63% (-$27.8K) YoY-
(cusip464288802)✕	8.8K	QoQ +0.13% (-12) YoY-	All Managers (Combined)	$1.0M	1.0% ($1.0M/$104.5M)	QoQ -5.39% (-$57.5K) YoY-
(cusip46654Q203)✕	18.8K	QoQ +9.21% (+1.6K) YoY-	All Managers (Combined)	$972.2K	0.9% ($972.2K/$104.5M)	QoQ +0.30% (+$2.9K) YoY-
(cusip74933W452)✕	19.2K	QoQ +1.36% (+258) YoY-	All Managers (Combined)	$961.6K	0.9% ($961.6K/$104.5M)	QoQ +1.66% (+$15.8K) YoY-
(cusip45782C276)✕	15.5K	QoQ -9.45% (-1.6K) YoY-	All Managers (Combined)	$931.6K	0.9% ($931.6K/$104.5M)	QoQ -13.42% (-$144.5K) YoY-
(cusip00888H711)✕	31.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$905.1K	0.9% ($905.1K/$104.5M)	QoQ -1.50% (-$13.8K) YoY-
(SCHDcusip808524797)	29.8K	QoQ +1.78% (+523) YoY-	All Managers (Combined)	$833.8K	0.8% ($833.8K/$104.5M)	QoQ +4.17% (+$33.4K) YoY-
(BNDcusip921937835)	9.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$711.3K	0.7% ($711.3K/$104.5M)	QoQ +2.14% (+$14.9K) YoY-
(cusip45782C342)✕	22.5K	QoQ -14.75% (-3.9K) YoY-	All Managers (Combined)	$694.7K	0.7% ($694.7K/$104.5M)	QoQ -19.58% (-$169.2K) YoY-
(cusip74348A467)✕	6.6K	QoQ +2.06% (+133) YoY-	All Managers (Combined)	$671.4K	0.6% ($671.4K/$104.5M)	QoQ +4.76% (+$30.6K) YoY-
(cusip00162Q452)✕	12.7K	QoQ +0.65% (+83) YoY-	All Managers (Combined)	$661.8K	0.6% ($661.8K/$104.5M)	QoQ +8.55% (+$52.2K) YoY-
AMGEN INC(AMGNcusip031162100)	2.0K	QoQ +3.13% (+62) YoY-	All Managers (Combined)	$634.6K	0.6% ($634.6K/$104.5M)	QoQ +23.28% (+$119.9K) YoY-
(cusip00888H505)✕	17.8K	QoQ -7.69% (-1.5K) YoY-	All Managers (Combined)	$626.0K	0.6% ($626.0K/$104.5M)	QoQ -8.82% (-$60.6K) YoY-