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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
45
7
8
4
8
0
24
3
3
CRANBROOK WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings241

Total Value ($x1000)253,174
Activities
New4

Increased39

Unchanged163

Decreased35

Sold Out4

Top 10 Stock Holdingstotal 44.13%
BIV5.51

EFG5.33

VUG5.2

VTV5.15

BNDX4.39

 
VO4.17

VOE4.14

EFV3.67

VWO3.5

IVV3.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIV
5.51%
INTERMED TERM
EFG
5.33%
EAFE GRWTH ETF
VUG
5.2%
GROWTH ETF
VTV
5.15%
VALUE ETF
BNDX
4.39%
INTL BD IDX ETF
VO
4.17%
MID CAP ETF
VOE
4.14%
MCAP VL IDXVIP
EFV
3.67%
EAFE VALUE ETF
VWO
3.5%
FTSE EMR MKT ETF
RFDI
3.28%
RIVRFRNT DYN DEV
IVV
3.07%
CORE S&P500 ETF
BSV
2.97%
SHORT TRM BOND
VOT
2.94%
MCAP GR IDXVIP
IVW
2.43%
S&P 500 GRWT ETF
IJJ
2.39%
S&P MC 400VL ETF
IVE
2.36%
S&P 500 VAL ETF
IEFA
2.24%
CORE MSCI EAFE
VEA
2.23%
FTSE DEV MKT ETF
IJK
2.22%
S&P MC 400GR ETF
VV
2.09%
LARGE CAP ETF
VBR
1.87%
SM CP VAL ETF
VBK
1.72%
SML CP GRW ETF
EFA
1.64%
MSCI EAFE ETF
TIP
1.57%
TIPS BD ETF
GLD
1.48%
GOLD SHS
XLB
1.47%
SBI MATERIALS
XLE
1.37%
SBI INT-ENERGY
FTSL
1.29%
SENIOR LN FD
IJR
1.2%
CORE S&P SCP ETF
HYG
1.17%
IBOXX HI YD ETF
EEM
1.11%
MSCI EMG MKT ETF
VAW
1.03%
MATERIALS ETF
VB
0.99%
SMALL CP ETF
IJT
0.82%
SP SMCP600GR ETF
IJS
0.75%
SP SMCP600VL ETF
IWB
0.72%
RUS 1000 ETF
VEU
0.61%
ALLWRLD EX US
MXI
0.53%
GLOBAL MATER ETF
IYM
0.5%
U.S. BAS MTL ETF
VTIP
0.48%
STRM INFPROIDX
IWP
0.47%
RUS MD CP GR ETF
ISTB
0.45%
CORE STRM USBD
HYLS
0.45%
FIRST TR TA HIYL
IWM
0.43%
RUSSELL 2000 ETF
HEFA
0.34%
HDG MSCI EAFE
VIG
0.34%
DIV APP ETF
AGG
0.33%
CORE TOTUSBD ETF
SCHB
0.26%
US BRD MKT ETF
SYK
0.24%
COM
IWO
0.24%
RUS 2000 GRW ETF
IWS
0.23%
RUS MDCP VAL ETF
IJH
0.22%
CORE S&P MCP ETF
XLP
0.18%
SBI CONS STPLS
DSI
0.15%
MSCI KLD400 SOC
IBM
0.15%
COM
PEP
0.15%
COM
JPM
0.13%
COM
DTE
0.12%
COM
GRI
0.12%
C&S GLOBL ETF
XOM
0.1%
COM
JNJ
0.1%
COM
HD
0.1%
COM
PRU
0.09%
COM
MSFT
0.08%
COM
MO
0.08%
COM
INTC
0.08%
COM
IAU
0.07%
ISHARES
VNQ
0.07%
REIT ETF
PFE
0.07%
COM
MMM
0.07%
COM
IYR
0.07%
U.S. REAL ES ETF
IWN
0.06%
RUS 2000 VAL ETF
F
0.06%
COM PAR $0.01
PM
0.06%
COM
IWD
0.06%
RUS 1000 VAL ETF
MCD
0.06%
COM
MRK
0.05%
COM
YUM
0.05%
COM
AEP
0.05%
COM
KLD
0.05%
USA ESG SLCT ETF
SHY
0.05%
1-3 YR TR BD ETF
BA
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
BAX
0.05%
COM
KBWB
0.04%
KBW BK PORT
ORCL
0.04%
COM
HDV
0.04%
HIGH DIVIDND ETF
VTI
0.04%
TOTAL STK MKT
GDX
0.04%
GOLD MINERS ETF
GE
0.04%
COM
BMY
0.04%
COM
IEMG
0.04%
CORE MSCI EMKT
IYH
0.04%
US HLTHCARE ETF
VYM
0.04%
HIGH DIV YLD
ITOT
0.04%
CORE S&P TTL STK
CODI
0.03%
SH BEN INT
SLV
0.03%
ISHARES
BRK.B
0.03%
CL B NEW
MBTF
0.03%
COM
WFC
0.03%
COM
FUN
0.03%
DEPOSITRY UNIT
ITW
0.03%
COM
DUK
0.03%
COM NEW
QQQ
0.03%
UNIT SER 1
SCHM
0.03%
US MID-CAP ETF
AAPL
0.03%
COM
YUMC
0.03%
COM
IWV
0.02%
RUSSELL 3000 ETF
BND
0.02%
TOTAL BND MRKT
UNM
0.02%
COM
SPHD
0.02%
PWRSH S&P500HI
AMZN
0.02%
COM
DIS
0.02%
COM DISNEY
NVDA
0.02%
COM
BNO
0.02%
UNIT
HBAN
0.02%
COM
WMT
0.02%
COM
C
0.02%
COM NEW
SO
0.02%
COM
HAL
0.02%
COM
ENB
0.02%
COM
AMAT
0.02%
COM
ANDV
0.02%
COM
TXT
0.02%
COM
JCI
0.02%
SHS
GOOGL
0.02%
CAP STK CL A
AMGN
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
GNTX
0.02%
COM
SHPG
0.02%
SPONSORED ADR
CMCSA
0.02%
CL A
HSY
0.02%
COM
MGM
0.01%
COM
JNK
0.01%
BRC HGH YLD BD
BABA
0.01%
SPONSORED ADS
SPY
0.01%
TR UNIT
ABT
0.01%
COM
TWX
0.01%
COM NEW
VZ
0.01%
COM
GOOG
0.01%
CAP STK CL C
GWX
0.01%
S&P INTL SMLCP
WBA
0.01%
COM
RWR
0.01%
DJ REIT ETF
KO
0.01%
COM
KR
0.01%
COM
PG
0.01%
COM
SON
0.01%
COM
EWC
0.01%
MSCI CDA ETF
GSK
0.01%
SPONSORED ADR
SCZ
0.01%
EAFE SML CP ETF
HPQ
0.01%
COM
NWL
0.01%
COM
WATT
0.01%
COM
ACN
0.01%
SHS CLASS A
GPC
0.01%
COM
SYMC
0.01%
COM
VAR
0.01%
COM
BAC
0.01%
COM
ADNT
0.01%
ORD SHS
PVG
0.01%
COM
T
0.01%
COM
XRAY
0.01%
COM
EPD
0.01%
PRN
COP
0.01%
COM
HAS
0.01%
COM
HPE
0.01%
COM
BPT
0.01%
UNIT BEN INT
CHTR
0.01%
CL A
PSX
0.01%
COM
RMTI
0.01%
COM
DIA
< 0.01%
UT SER 1
IGE
< 0.01%
NA NAT RES
LLY
< 0.01%
COM
IP
< 0.01%
COM
GNMA
< 0.01%
GNMA BOND ETF
SBUX
< 0.01%
COM
K
< 0.01%
COM
COST
< 0.01%
COM
KMI
< 0.01%
COM
DXC
< 0.01%
COM
SPYX
< 0.01%
SP500 FOSL ETF
MSI
< 0.01%
COM NEW
VDE
< 0.01%
ENERGY ETF
TRV
< 0.01%
COM
AP
< 0.01%
COM
RL
< 0.01%
CL A
QCOM
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
CSCO
< 0.01%
COM
MDLZ
< 0.01%
CL A
BP
< 0.01%
SPONSORED ADR
VREX
< 0.01%
COM
MON
< 0.01%
COM
ESRX
< 0.01%
COM
A
< 0.01%
COM
CTB
< 0.01%
COM
TRS
< 0.01%
COM NEW
UQM
< 0.01%
COM
OGE
< 0.01%
COM
PBR
< 0.01%
SPONSORED ADR
EWJ
< 0.01%
MSCI JPN ETF NEW
KHC
< 0.01%
COM
ARNC
< 0.01%
COM
DFS
< 0.01%
COM
DWDP
< 0.01%
COM
AVP
< 0.01%
COM
AA
< 0.01%
COM
DAVE
< 0.01%
COM
GSG
< 0.01%
UNIT BEN INT
IONS
< 0.01%
COM
IEP
< 0.01%
PRN
PNC
< 0.01%
COM
HZN
< 0.01%
COM
TIME
< 0.01%
COM
MS
< 0.01%
COM NEW
DBP
< 0.01%
DB PREC MTLS
GM/WS/B
< 0.01%
*W EXP 07/10/201
KEYS
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
LSXMA
< 0.01%
COM A SIRIUSXM
AIG/WS
< 0.01%
*W EXP 01/19/202
VRTV
< 0.01%
COM
FWONK
< 0.01%
COM C MEDIA GRP
LGF/B
< 0.01%
CL B NON VTG
NCR
< 0.01%
COM
LBTYA
< 0.01%
SHS CL A
LBTYK
< 0.01%
SHS CL C
PLUG
< 0.01%
COM NEW
POT
< 0.01%
COM
FCEL
< 0.01%
COM NEW
SHLD
< 0.01%
COM
DISCK
< 0.01%
COM SER C
DISCA
< 0.01%
COM SER A
VEON
< 0.01%
SPONSORED ADR
TDC
< 0.01%
COM
TPR
< 0.01%
COM
MIE
< 0.01%
COM SHS
LE
< 0.01%
COM
LBRDK
< 0.01%
COM SER C
LINTA
< 0.01%
INT COM SER A
GMLP
< 0.01%
PRN
CVX
0.01%
COM
AERI
0.01%
COM
SIRI
< 0.01%
COM
COH
< 0.01%
COM