Crane Advisory, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Crane Advisory, LLC reported 41 stock positions worth $495.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.2% of the portfolio, followed by iShares US Treasury Bond ETF (GOVT, 15.0%) and Schwab Intermediate-Term US (SCHR, 14.7%). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 21 and reduced 6. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +223%) and the biggest sale an exit from iShares 0-1 Year Treasury Bo (SHV).
- Most Recent 13F
- Q2 2026
- Location
- FULLERTON, CA
- CIK
- 0001951283
- Portfolio Value
- $495.8M (Q1 2024)
- SEC Filing
- 0001085146-24-001784 ↗ filed Apr 12, 2024
Holdings Value
Holdings 41 stocks · $495.8M
| VOO Vanguard S&P 500 ETF | 16.16% | 169,898 | $80.1M | Add +6.2% |
| GOVT iShares US Treasury Bond ETF | 15.04% | 3,306,537 | $74.6M | Add +10.7% |
| SCHR Schwab Intermediate-Term US | 14.66% | 1,491,511 | $72.7M | Add +223.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 11.38% | 167,100 | $56.4M | Add +8.8% |
| SPTS SS SPDR P St Term TSY ETF | 9.88% | 1,699,181 | $49.0M | Add +9.2% |
| PULS Pgim Ultra Short Bond ETF | 8.73% | 874,199 | $43.3M | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.43% | 230,938 | $36.8M | Add +6.7% |
| VIG Vanguard Dividend Apprec ETF | 4.54% | 126,513 | $22.5M | Add +11.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.87% | 64,212 | $14.2M | Add +9.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.87% | 58,406 | $14.2M | Add +9.1% |
| IQLT iShares MSCI International Q | 1.41% | 179,650 | $7.0M | Add +8.2% |
| IEMG iShares Core MSCI Emerging | 0.95% | 91,431 | $4.7M | Reduce -22.9% |
| AAPL Apple Inc. | 0.57% | 16,873 | $2.8M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.49% | 16,055 | $2.4M | New |
| JNJ Johnson & Johnson | 0.33% | 10,707 | $1.6M | Add +38.0% |
| MSFT Microsoft Corp. | 0.28% | 3,364 | $1.4M | Add +447.9% |
| META Meta Platforms Inc. Class A | 0.23% | 2,273 | $1.2M | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.22% | 31,040 | $1.1M | New |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 7,428 | $869K | Reduce -0.2% |
| VONE Vanguard Russell 1000 | 0.17% | 3,529 | $824K | No change |
| GOOGL Alphabet Inc. Class A | 0.14% | 4,657 | $701K | New |
| AMZN Amazon.com Inc. | 0.12% | 3,404 | $613K | Add +60.3% |
| O Realty Income Corp. | 0.12% | 11,247 | $592K | Add +14.5% |
| AON Aon PLC Class A | 0.11% | 1,697 | $534K | No change |
| EIX Edison International | 0.09% | 6,555 | $458K | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,674 | $426K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 3,432 | $402K | Add +45.3% |
| GLD SPDR Gold Shares | 0.08% | 1,837 | $389K | Add +16.5% |
| CVX Chevron Corp. | 0.08% | 2,395 | $385K | Add +2.4% |
| CAT Caterpillar Inc. | 0.08% | 1,014 | $375K | Add +7.4% |
| BA The Boeing Co. | 0.07% | 2,007 | $368K | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 706 | $362K | New |
| NVDA Nvidia Corp. | 0.07% | 405 | $348K | New |
| MGM MGM Resorts International | 0.07% | 7,488 | $343K | No change |
| XVV iShares ESG Select Screened | 0.05% | 6,600 | $260K | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.05% | 1,972 | $252K | Add +5.0% |
| JPM JPMorgan Chase & Co. | 0.05% | 1,240 | $243K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 1,412 | $215K | No change |
| MDT Medtronic PLC | 0.04% | 2,499 | $210K | Reduce -12.9% |
| FLOT iShares Floating Rate Bond E | 0.04% | 3,936 | $200K | New |
| PSO Pearson PLC-Sponsored ADR | 0.04% | 13,705 | $174K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −10.47 |
| PULS Pgim Ultra Short Bond ETF | Reduce -4.9% | 8.73% | −1.50 |
| IEMG iShares Core MSCI Emerging | Reduce -22.9% | 0.95% | −0.37 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.18 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.06 |
| BA The Boeing Co. | Reduce -0.3% | 0.07% | −0.04 |
| MDT Medtronic PLC | Reduce -12.9% | 0.04% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.2% | 0.18% | −0.01 |
| XVV iShares ESG Select Screened | Reduce -1.6% | 0.05% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| SCHR Schwab Intermediate-Term US | Add +223.4% | 14.66% | +9.54 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.8% | 11.38% | +0.97 |
| VOO Vanguard S&P 500 ETF | Add +6.2% | 16.16% | +0.68 |
| GOOG Alphabet Inc. Class C | New | 0.49% | +0.49 |
| MSFT Microsoft Corp. | Add +447.9% | 0.28% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | Add +11.0% | 4.54% | +0.22 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.22% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.8% | 2.87% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.7% | 7.43% | +0.15 |
| GOOGL Alphabet Inc. Class A | New | 0.14% | +0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.1% | 2.87% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +60.3% | 0.12% | +0.05 |
| JNJ Johnson & Johnson | Add +38.0% | 0.33% | +0.05 |
| FLOT iShares Floating Rate Bond E | New | 0.04% | +0.04 |
| IQLT iShares MSCI International Q | Add +8.2% | 1.41% | +0.04 |
| DIS The Walt Disney Co. | Add +45.3% | 0.08% | +0.03 |
| CAT Caterpillar Inc. | Add +7.4% | 0.08% | +0.01 |
| GLD SPDR Gold Shares | Add +16.5% | 0.08% | +0.01 |
| MRK Merck & Co. Inc. | Add +5.0% | 0.05% | +0.00 |
| CVX Chevron Corp. | Add +2.4% | 0.08% | −0.00 |
| O Realty Income Corp. | Add +14.5% | 0.12% | −0.01 |
| EIX Edison International | Add +0.0% | 0.09% | −0.01 |
| AAPL Apple Inc. | Add +1.3% | 0.57% | −0.10 |
| SPTS SS SPDR P St Term TSY ETF | Add +9.2% | 9.88% | −0.27 |
| GOVT iShares US Treasury Bond ETF | Add +10.7% | 15.04% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $696.6M | VOO, VUG, PULS, SCHR, JPST |
| Q1 2026 | 52 | $668.1M | VOO, VUG, PULS, SCHR, JPST |
| Q4 2025 | 52 | $661.4M | VOO, VUG, PULS, SCHR, JPST |
| Q3 2025 | 50 | $636.2M | VOO, PULS, VUG, JPST, VTV |
| Q2 2025 | 46 | $603.5M | VOO, PULS, VUG, JPST, VTV |
| Q1 2025 | 44 | $553.2M | VOO, PULS, VUG, JPST, SCHR |
| Q4 2024 | 44 | $570.5M | VOO, PULS, VUG, FBND, SCHR |
| Q3 2024 | 43 | $553.1M | VOO, PULS, VUG, FBND, SPTS |
| Q2 2024 | 41 | $518.6M | VOO, PULS, VUG, FLOT, SPTS |
| Q1 2024 | 41 | $495.8M | VOO, GOVT, SCHR, VUG, SPTS |