Crane Advisory, LLC
CIK 1951283 · Holdings on Jun 30, 2025 · First reported Jul 17, 2025
Top ten holdings
Q2 2025- VOO16.91%
- PULS15.88%
- VUG12.40%
- JPST11.90%
- VTV7.51%
- SCHR7.22%
- VIG4.60%
- SPTS4.43%
- FBND3.92%
- VB2.99%
Share classes counted separately87.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +3.54 pp8.36% → 11.90%Shares +503.29K (+54.83%)
- SPTSWeight decreased · -2.37 pp6.80% → 4.43%Shares -371.91K (-28.85%)
- IQLTWeight decreased · -1.33 pp1.51% → 0.18%Shares -189.66K (-88.16%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $102.04M | 16.91% | 178.01K shares | 16.74% → 16.91%+0.17 pp -10.77K (-5.71%) | Reduced | ↗▾ |
| 02 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $95.85M | 15.88% | 1.93M shares | 16.15% → 15.88%-0.27 pp +123.18K (+6.81%) | Added | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $74.83M | 12.40% | 169.43K shares | 12.16% → 12.40%+0.24 pp -17.40K (-9.31%) | Reduced | ↗▾ |
| 04 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $71.83M | 11.90% | 1.42M shares | 8.36% → 11.90%+3.54 pp +503.29K (+54.83%) | Added | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $45.31M | 7.51% | 254.19K shares | 7.54% → 7.51%-0.03 pp -3.62K (-1.41%) | Reduced | ↗▾ |
| 06 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $43.55M | 7.22% | 1.76M shares | 7.86% → 7.22%-0.64 pp -12.85K (-0.73%) | Reduced | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $27.74M | 4.60% | 134.72K shares | 4.77% → 4.60%-0.17 pp -8.02K (-5.62%) | Reduced | ↗▾ |
| 08 | SPTSSS SPDR P ST TERM TSY ETFPORTFOLIO SH TSR View history and evidence | $26.73M | 4.43% | 917.43K shares | 6.80% → 4.43%-2.37 pp -371.91K (-28.85%) | Reduced | ↗▾ |
| 09 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $23.66M | 3.92% | 520.83K shares | 4.35% → 3.92%-0.43 pp -17.39K (-3.23%) | Reduced | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $18.06M | 2.99% | 74.54K shares | 2.94% → 2.99%+0.05 pp -4.34K (-5.51%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WMT WALMART INC | Non-derivative | -3,315 | -$307.63K | SEC filing ↗ | SEC filing ↗ |
| TJX TJX COMPANIES INC | Non-derivative | -1,600 | -$205.04K | SEC filing ↗ | SEC filing ↗ |
| FTEC FIDELITY MSCI INFO TECH INDX | Non-derivative | -1,322 | -$204.31K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1951283 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jul 17, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 603479596
}Research all 46 reported holdings.
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