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:

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Lineage Cell Therapeutics, Inc.

LCTX|53566P109

Shares:496.0K

Value:$224.0K

% of Portfolio:0.2% ($224.0K/$104.5M)

92204A306

VDE|92204A306

Shares:1.6K

Value:$214.0K

% of Portfolio:0.2% ($214.0K/$104.5M)

78467V848

Shares:5.3K

Value:$213.2K

% of Portfolio:0.2% ($213.2K/$104.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.4K

Value:$213.1K

% of Portfolio:0.2% ($213.1K/$104.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Lineage Cell Therapeutics, Inc.(LCTXcusip53566P109)	496.0K	QoQ +45.77% (+155.8K) YoY-	All Managers (Combined)	$224.0K	0.2% ($224.0K/$104.5M)	QoQ +31.01% (+$53.0K) YoY-
(VDEcusip92204A306)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$214.0K	0.2% ($214.0K/$104.5M)	QoQ NEW(+$214.0K) YoY-
(cusip78467V848)✕	5.3K	QoQ -6.96% (-396) YoY-	All Managers (Combined)	$213.2K	0.2% ($213.2K/$104.5M)	QoQ -4.81% (-$10.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.4K	QoQ +4.63% (-61) YoY-	All Managers (Combined)	$213.1K	0.2% ($213.1K/$104.5M)	QoQ -14.52% (-$36.2K) YoY-