Crane-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "CAT",
  null,
  null,
  "META",
  "MSFT",
  null,
  "HSY",
  null,
  "IEMG",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "O",
  "GLD",
  null,
  "IBM",
  "TJX",
  "VO",
  "VOE",
  "VIG",
  null,
  "AON",
  "AMZN",
  null,
  "VUG",
  "VONE",
  "MGV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  null,
  "EIX",
  "PSO",
  "BA",
  "CVX",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 44
Total Value: 553193167
Accession Number: 0001085146-25-002148
Form Type: 13F-HR
CIK: crane-advisory
Manager Name: Crane-Advisory

Data Enrichment

80% identified

35 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $553.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:188.8K

Value:$92.6M

% of Portfolio:16.7% ($92.6M/$553.2M)

69344A107

Shares:1.8M

Value:$89.3M

% of Portfolio:16.1% ($89.3M/$553.2M)

922908736

VUG|922908736

Shares:186.8K

Value:$67.3M

% of Portfolio:12.2% ($67.3M/$553.2M)

46641Q837

Shares:917.9K

Value:$46.3M

% of Portfolio:8.4% ($46.3M/$553.2M)

808524854

Shares:1.8M

Value:$43.5M

% of Portfolio:7.9% ($43.5M/$553.2M)

922908744

VTV|922908744

Shares:257.8K

Value:$41.7M

% of Portfolio:7.5% ($41.7M/$553.2M)

78468R101

Shares:1.3M

Value:$37.6M

% of Portfolio:6.8% ($37.6M/$553.2M)

921908844

VIG|921908844

Shares:142.7K

Value:$26.4M

% of Portfolio:4.8% ($26.4M/$553.2M)

316188309

Shares:538.2K

Value:$24.0M

% of Portfolio:4.3% ($24.0M/$553.2M)

Apple Inc.

AAPL|037833100

Shares:95.5K

Value:$18.9M

% of Portfolio:3.4% ($18.9M/$553.2M)

922908629

VO|922908629

Shares:69.5K

Value:$16.9M

% of Portfolio:3.1% ($16.9M/$553.2M)

922908751

VB|922908751

Shares:78.9K

Value:$16.2M

% of Portfolio:2.9% ($16.2M/$553.2M)

46434V456

Shares:215.1K

Value:$8.4M

% of Portfolio:1.5% ($8.4M/$553.2M)

46434G103

IEMG|46434G103

Shares:78.2K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$553.2M)

Alphabet Inc.

GOOG|02079K107

Shares:16.7K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$553.2M)

MICROSOFT CORP

MSFT|594918104

Shares:4.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$553.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$553.2M)

Meta Platforms, Inc.

META|30303M102

Shares:2.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$553.2M)

NVIDIA CORP

NVDA|67066G104

Shares:11.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$553.2M)

AMAZON COM INC

AMZN|023135106

Shares:6.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$553.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	188.8K	QoQ +5.79% (-10.3K) YoY +11.11% (+18.9K)	All Managers (Combined)	$92.6M	16.7% ($92.6M/$553.2M)	QoQ -4.67% (-$4.5M) YoY +15.60% (+$12.5M)
(cusip69344A107)✕	1.8M	QoQ +0.27% (-4.9K) YoY +106.77% (+933.4K)	All Managers (Combined)	$89.3M	16.1% ($89.3M/$553.2M)	QoQ -0.06% (-$62.0K) YoY +106.35% (+$46.0M)
(VUGcusip922908736)	186.8K	QoQ +8.76% (-15.1K) YoY +11.80% (+19.7K)	All Managers (Combined)	$67.3M	12.2% ($67.3M/$553.2M)	QoQ -5.93% (-$4.2M) YoY +19.22% (+$10.9M)
(cusip46641Q837)✕	917.9K	QoQ +112.69% (+486.4K) YoY NEW(+917.9K)	All Managers (Combined)	$46.3M	8.4% ($46.3M/$553.2M)	QoQ +112.65% (+$24.5M) YoY NEW(+$46.3M)
(cusip808524854)✕	1.8M	QoQ -4.74% (-88.3K) YoY +18.79% (-280.4K)	All Managers (Combined)	$43.5M	7.9% ($43.5M/$553.2M)	QoQ -3.57% (-$1.6M) YoY -40.17% (-$29.2M)
(VTVcusip922908744)	257.8K	QoQ +2.02% (-5.1K) YoY +11.63% (+26.9K)	All Managers (Combined)	$41.7M	7.5% ($41.7M/$553.2M)	QoQ -3.08% (-$1.3M) YoY +13.22% (+$4.9M)
(cusip78468R101)✕	1.3M	QoQ -10.77% (-155.8K) YoY -24.11% (-409.8K)	All Managers (Combined)	$37.6M	6.8% ($37.6M/$553.2M)	QoQ -10.16% (-$4.3M) YoY -23.27% (-$11.4M)
(VIGcusip921908844)	142.7K	QoQ +2.96% (-4.1K) YoY +12.83% (+16.2K)	All Managers (Combined)	$26.4M	4.8% ($26.4M/$553.2M)	QoQ -3.03% (-$824.9K) YoY +17.07% (+$3.8M)
(cusip316188309)✕	538.2K	QoQ -48.74% (-511.9K) YoY NEW(+538.2K)	All Managers (Combined)	$24.0M	4.3% ($24.0M/$553.2M)	QoQ -48.96% (-$23.1M) YoY NEW(+$24.0M)
Apple Inc.(AAPLcusip037833100)	95.5K	QoQ +18.56% (-15.0K) YoY +466.20% (+78.7K)	All Managers (Combined)	$18.9M	3.4% ($18.9M/$553.2M)	QoQ -3.46% (-$679.1K) YoY +564.56% (+$16.1M)
(VOcusip922908629)	69.5K	QoQ +8.53% (-5.5K) YoY +18.98% (+11.1K)	All Managers (Combined)	$16.9M	3.1% ($16.9M/$553.2M)	QoQ -0.99% (-$169.7K) YoY +18.90% (+$2.7M)
(VBcusip922908751)	78.9K	QoQ +11.41% (-8.1K) YoY +22.85% (+14.7K)	All Managers (Combined)	$16.2M	2.9% ($16.2M/$553.2M)	QoQ -5.82% (-$1.0M) YoY +14.00% (+$2.0M)
(cusip46434V456)✕	215.1K	QoQ +9.79% (+19.2K) YoY +19.75% (+35.5K)	All Managers (Combined)	$8.4M	1.5% ($8.4M/$553.2M)	QoQ +14.83% (+$1.1M) YoY +19.63% (+$1.4M)
(IEMGcusip46434G103)	78.2K	QoQ +0.10% (-84) YoY -14.44% (-13.2K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$553.2M)	QoQ -1.68% (-$69.1K) YoY -14.56% (-$688.7K)
Alphabet Inc.(GOOGcusip02079K107)	16.7K	QoQ 0.00% (-0) YoY +3.92% (+630)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$553.2M)	QoQ -17.46% (-$562.8K) YoY +9.02% (+$220.2K)
MICROSOFT CORP(MSFTcusip594918104)	4.1K	QoQ +0.09% (-4) YoY +20.77% (+699)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$553.2M)	QoQ -8.15% (-$140.2K) YoY +12.27% (+$172.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	10.0K	QoQ +1.72% (+169) YoY -6.65% (-713)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$553.2M)	QoQ +7.03% (+$99.7K) YoY -7.13% (-$116.4K)
Meta Platforms, Inc.(METAcusip30303M102)	2.4K	QoQ +3.86% (-90) YoY +6.33% (+144)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$553.2M)	QoQ -6.61% (-$93.1K) YoY +13.14% (+$152.6K)
NVIDIA CORP(NVDAcusip67066G104)	11.8K	QoQ +67.25% (+4.8K) YoY +2821.72% (+11.4K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$553.2M)	QoQ +28.42% (+$290.5K) YoY +277.28% (+$964.7K)
AMAZON COM INC(AMZNcusip023135106)	6.8K	QoQ +52.47% (+2.3K) YoY +99.73% (+3.4K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$553.2M)	QoQ +25.73% (+$257.3K) YoY +105.13% (+$644.2K)