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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46137V357

RSP|46137V357

Shares:3.6K

Value:$622.0K

% of Portfolio:0.6% ($622.0K/$104.5M)

922908769

VTI|922908769

Shares:2.0K

Value:$538.0K

% of Portfolio:0.5% ($538.0K/$104.5M)

MICROSOFT CORP

MSFT|594918104

Shares:1.4K

Value:$531.2K

% of Portfolio:0.5% ($531.2K/$104.5M)

45782C870

Shares:14.7K

Value:$525.0K

% of Portfolio:0.5% ($525.0K/$104.5M)

46436E619

Shares:11.4K

Value:$493.6K

% of Portfolio:0.5% ($493.6K/$104.5M)

00888H646

Shares:14.3K

Value:$374.0K

% of Portfolio:0.4% ($374.0K/$104.5M)

ORACLE CORP

ORCL|68389X105

Shares:2.6K

Value:$363.8K

% of Portfolio:0.3% ($363.8K/$104.5M)

33739Q705

Shares:7.2K

Value:$363.1K

% of Portfolio:0.3% ($363.1K/$104.5M)

45782C318

Shares:9.7K

Value:$346.8K

% of Portfolio:0.3% ($346.8K/$104.5M)

Workday, Inc.

WDAY|98138H101

Shares:1.4K

Value:$326.9K

% of Portfolio:0.3% ($326.9K/$104.5M)

AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$309.2K

% of Portfolio:0.3% ($309.2K/$104.5M)

INTEL CORP

INTC|458140100

Shares:13.5K

Value:$306.6K

% of Portfolio:0.3% ($306.6K/$104.5M)

464287176

Shares:2.6K

Value:$290.1K

% of Portfolio:0.3% ($290.1K/$104.5M)

45783Y814

Shares:6.3K

Value:$277.3K

% of Portfolio:0.3% ($277.3K/$104.5M)

45783Y160

Shares:10.3K

Value:$271.1K

% of Portfolio:0.3% ($271.1K/$104.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.6K

Value:$269.3K

% of Portfolio:0.3% ($269.3K/$104.5M)

78433H675

Shares:5.7K

Value:$269.2K

% of Portfolio:0.3% ($269.2K/$104.5M)

NVIDIA CORP

NVDA|67066G104

Shares:2.4K

Value:$259.9K

% of Portfolio:0.2% ($259.9K/$104.5M)

464288687

Shares:7.9K

Value:$241.8K

% of Portfolio:0.2% ($241.8K/$104.5M)

921946406

VYM|921946406

Shares:1.8K

Value:$226.1K

% of Portfolio:0.2% ($226.1K/$104.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	3.6K	QoQ +0.36% (-13) YoY-	All Managers (Combined)	$622.0K	0.6% ($622.0K/$104.5M)	QoQ -0.80% (-$5.0K) YoY-
(VTIcusip922908769)	2.0K	QoQ +0.30% (-6) YoY-	All Managers (Combined)	$538.0K	0.5% ($538.0K/$104.5M)	QoQ -4.84% (-$27.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$531.2K	0.5% ($531.2K/$104.5M)	QoQ -10.93% (-$65.2K) YoY-
(cusip45782C870)✕	14.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$525.0K	0.5% ($525.0K/$104.5M)	QoQ -2.84% (-$15.4K) YoY-
(cusip46436E619)✕	11.4K	QoQ +0.25% (+29) YoY-	All Managers (Combined)	$493.6K	0.5% ($493.6K/$104.5M)	QoQ +2.23% (+$10.8K) YoY-
(cusip00888H646)✕	14.3K	QoQ NEW(+14.3K) YoY-	All Managers (Combined)	$374.0K	0.4% ($374.0K/$104.5M)	QoQ NEW(+$374.0K) YoY-
ORACLE CORP(ORCLcusip68389X105)	2.6K	QoQ +2.44% (-62) YoY-	All Managers (Combined)	$363.8K	0.3% ($363.8K/$104.5M)	QoQ -14.06% (-$59.5K) YoY-
(cusip33739Q705)✕	7.2K	QoQ -0.90% (-66) YoY-	All Managers (Combined)	$363.1K	0.3% ($363.1K/$104.5M)	QoQ -0.29% (-$1.1K) YoY-
(cusip45782C318)✕	9.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$346.8K	0.3% ($346.8K/$104.5M)	QoQ -0.29% (-$1.0K) YoY-
Workday, Inc.(WDAYcusip98138H101)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$326.9K	0.3% ($326.9K/$104.5M)	QoQ -9.49% (-$34.3K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ +5.86% (-90) YoY-	All Managers (Combined)	$309.2K	0.3% ($309.2K/$104.5M)	QoQ -8.19% (-$27.6K) YoY-
INTEL CORP(INTCcusip458140100)	13.5K	QoQ +4.16% (+540) YoY-	All Managers (Combined)	$306.6K	0.3% ($306.6K/$104.5M)	QoQ +17.98% (+$46.7K) YoY-
(cusip464287176)✕	2.6K	QoQ -5.87% (-163) YoY-	All Managers (Combined)	$290.1K	0.3% ($290.1K/$104.5M)	QoQ -1.85% (-$5.5K) YoY-
(cusip45783Y814)✕	6.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$277.3K	0.3% ($277.3K/$104.5M)	QoQ -1.82% (-$5.2K) YoY-
(cusip45783Y160)✕	10.3K	QoQ NEW(+10.3K) YoY-	All Managers (Combined)	$271.1K	0.3% ($271.1K/$104.5M)	QoQ NEW(+$271.1K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$269.3K	0.3% ($269.3K/$104.5M)	QoQ -15.94% (-$51.1K) YoY-
(cusip78433H675)✕	5.7K	QoQ +35.56% (+1.5K) YoY-	All Managers (Combined)	$269.2K	0.3% ($269.2K/$104.5M)	QoQ +22.78% (+$50.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	2.4K	QoQ +9.09% (-200) YoY-	All Managers (Combined)	$259.9K	0.2% ($259.9K/$104.5M)	QoQ -11.95% (-$35.3K) YoY-
(cusip464288687)✕	7.9K	QoQ -13.44% (-1.2K) YoY-	All Managers (Combined)	$241.8K	0.2% ($241.8K/$104.5M)	QoQ -15.39% (-$44.0K) YoY-
(VYMcusip921946406)	1.8K	QoQ -2.28% (-41) YoY-	All Managers (Combined)	$226.1K	0.2% ($226.1K/$104.5M)	QoQ -1.18% (-$2.7K) YoY-