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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
46
7
7
3
8
1
25
4
3
CRANBROOK WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings253

Total Value ($x1000)284,535
Activities
New12

Increased35

Unchanged172

Decreased34

Sold Out3

Top 10 Stock Holdingstotal 42.65%
BIV4.99

VUG4.93

EFG4.48

VTV4.48

BNDX4.47

 
IVV4.45

VO4.45

CASH3.98

VOE3.54

EFV2.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIV
4.99%
INTERMED TERM
VUG
4.93%
GROWTH ETF
EFG
4.48%
EAFE GRWTH ETF
VTV
4.48%
VALUE ETF
BNDX
4.47%
INTL BD IDX ETF
IVV
4.45%
CORE S&P500 ETF
VO
4.45%
MID CAP ETF
RFDI
4.1%
RIVRFRNT DYN DEV
CASH
3.98%
COM
VOE
3.54%
MCAP VL IDXVIP
EFV
2.88%
EAFE VALUE ETF
VOT
2.74%
MCAP GR IDXVIP
VWO
2.7%
FTSE EMR MKT ETF
IEFA
2.6%
CORE MSCI EAFE
BSV
2.48%
SHORT TRM BOND
IVW
2.17%
S&P 500 GRWT ETF
FTSL
2.15%
SENIOR LN FD
IJJ
2.14%
S&P MC 400VL ETF
IJK
2.01%
S&P MC 400GR ETF
IVE
1.91%
S&P 500 VAL ETF
VV
1.86%
LARGE CAP ETF
IJR
1.7%
CORE S&P SCP ETF
VEA
1.68%
FTSE DEV MKT ETF
VBR
1.64%
SM CP VAL ETF
TIP
1.57%
TIPS BD ETF
VBK
1.56%
SML CP GRW ETF
ISTB
1.35%
CORE STRM USBD
XLB
1.32%
SBI MATERIALS
EFA
1.32%
MSCI EAFE ETF
XLE
1.29%
SBI INT-ENERGY
GLD
1.26%
GOLD SHS
HYG
1.16%
IBOXX HI YD ETF
VB
0.87%
SMALL CP ETF
VAW
0.86%
MATERIALS ETF
EEM
0.86%
MSCI EMG MKT ETF
IJT
0.8%
SP SMCP600GR ETF
IJH
0.75%
CORE S&P MCP ETF
IWB
0.69%
RUS 1000 ETF
IJS
0.68%
SP SMCP600VL ETF
HYLS
0.54%
FIRST TR TA HIYL
VTIP
0.45%
STRM INFPROIDX
IWP
0.45%
RUS MD CP GR ETF
VEU
0.44%
ALLWRLD EX US
IWM
0.42%
RUSSELL 2000 ETF
IYM
0.41%
U.S. BAS MTL ETF
MXI
0.4%
GLOBAL MATER ETF
IEMG
0.4%
CORE MSCI EMKT
VIG
0.33%
DIV APP ETF
HEFA
0.31%
HDG MSCI EAFE
SCHB
0.25%
US BRD MKT ETF
SYK
0.25%
COM
IWO
0.23%
RUS 2000 GRW ETF
AGG
0.2%
CORE TOTUSBD ETF
IWS
0.17%
RUS MDCP VAL ETF
DSI
0.15%
MSCI KLD400 SOC
IBM
0.13%
COM
PEP
0.12%
COM
JPM
0.11%
COM
APTV
0.1%
SHS
HD
0.1%
COM
GRI
0.09%
C&S GLOBL ETF
JNJ
0.09%
COM
DTE
0.08%
COM
PFE
0.08%
COM
XOM
0.07%
COM
IDIV
0.07%
US EQT CUM 2027
IYR
0.07%
U.S. REAL ES ETF
MSFT
0.07%
COM
ED
0.06%
COM
MRK
0.06%
COM
VNQ
0.06%
REIT ETF
MMM
0.06%
COM
INTC
0.06%
COM
AAPL
0.06%
COM
IWN
0.05%
RUS 2000 VAL ETF
PRU
0.05%
COM
MO
0.05%
COM
YUM
0.05%
COM
IWD
0.05%
RUS 1000 VAL ETF
AMZN
0.05%
COM
MCD
0.05%
COM
BAX
0.05%
COM
IAU
0.05%
ISHARES
ITOT
0.05%
CORE S&P TTL STK
KLD
0.04%
USA ESG SLCT ETF
ORCL
0.04%
COM
AEP
0.04%
COM
IYH
0.04%
US HLTHCARE ETF
IEI
0.04%
3-7 YR TR BD ETF
BA
0.04%
COM
PM
0.04%
COM
KBWB
0.04%
KBW BK
VTI
0.04%
TOTAL STK MKT
HDV
0.04%
HIGH DIVIDND ETF
SHY
0.04%
1-3 YR TR BD ETF
BMY
0.04%
COM
VYM
0.03%
HIGH DIV YLD
CODI
0.03%
SH BEN INT
BRK.B
0.03%
CL B NEW
MBTF
0.03%
COM
GDX
0.03%
GOLD MINERS ETF
SCHM
0.03%
US MID-CAP ETF
DIS
0.03%
COM DISNEY
ITW
0.02%
COM
WFC
0.02%
COM
F
0.02%
COM PAR $0.01
DUK
0.02%
COM NEW
BNO
0.02%
UNIT
IWV
0.02%
RUSSELL 3000 ETF
FUN
0.02%
DEPOSITRY UNIT
ANDV
0.02%
COM
RMTI
0.02%
COM
BND
0.02%
TOTAL BND MRKT
NVDA
0.02%
COM
SPHD
0.02%
S&P500 HDL VOL
TXT
0.02%
COM
HBAN
0.02%
COM
GOOGL
0.02%
CAP STK CL A
AMGN
0.02%
COM
WMT
0.02%
COM
C
0.02%
COM NEW
SHPG
0.02%
SPONSORED ADR
SO
0.02%
COM
YUMC
0.02%
COM
GNTX
0.02%
COM
ABT
0.02%
COM
UNM
0.01%
COM
HAL
0.01%
COM
ENB
0.01%
COM
GOOG
0.01%
CAP STK CL C
SPY
0.01%
TR UNIT
JNK
0.01%
BRC HGH YLD BD
HSY
0.01%
COM
AMAT
0.01%
COM
GE
0.01%
COM
CMCSA
0.01%
CL A
BABA
0.01%
SPONSORED ADS
IWF
0.01%
RUS 1000 GRW ETF
VZ
0.01%
COM
MGM
0.01%
COM
JCI
0.01%
SHS
T
0.01%
COM
PLXP
0.01%
COM
WBA
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
RWR
0.01%
DJ REIT ETF
KO
0.01%
COM
KR
0.01%
COM
SGMO
0.01%
COM
GSK
0.01%
SPONSORED ADR
HPQ
0.01%
COM
SON
0.01%
COM
ACN
0.01%
SHS CLASS A
BPT
0.01%
UNIT BEN INT
PG
0.01%
COM
SCZ
0.01%
EAFE SML CP ETF
EWC
0.01%
MSCI CDA ETF
VSS
0.01%
FTSE SMCAP ETF
COP
0.01%
COM
GPC
0.01%
COM
DBEF
0.01%
XTRAK MSCI EAFE
VAR
0.01%
COM
XHR
0.01%
COM
BAC
0.01%
COM
QQQ
0.01%
UNIT SER 1
HPE
0.01%
COM
HAS
0.01%
COM
EPD
0.01%
PRN
PSX
0.01%
COM
LLY
0.01%
COM
SYMC
< 0.01%
COM
CHTR
< 0.01%
CL A
NWL
< 0.01%
COM
DIA
< 0.01%
UT SER 1
COST
< 0.01%
COM
MSI
< 0.01%
COM NEW
IGE
< 0.01%
NA NAT RES
GNMA
< 0.01%
GNMA BOND ETF
SBUX
< 0.01%
COM
K
< 0.01%
COM
TMO
< 0.01%
COM
IP
< 0.01%
COM
KMI
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
DXC
< 0.01%
COM
BBEU
< 0.01%
BETBULD EUROPE
XRAY
< 0.01%
COM
IUSB
< 0.01%
CORE TL USD BD
ADNT
< 0.01%
ORD SHS
CELG
< 0.01%
COM
SPYX
< 0.01%
SP500 FOSL ETF
RL
< 0.01%
CL A
VXUS
< 0.01%
VG TL INTL STK F
TRV
< 0.01%
COM
CHD
< 0.01%
COM
BBJP
< 0.01%
BETBULD JAPAN
CSCO
< 0.01%
COM
QCOM
< 0.01%
COM
TRS
< 0.01%
COM NEW
BP
< 0.01%
SPONSORED ADR
MFGP
< 0.01%
SPON ADR NEW
IAGG
< 0.01%
CORE INTL AGGR
ESRX
< 0.01%
COM
BBAX
< 0.01%
BETABULDR DEVE
BBCA
< 0.01%
BETABULDRS CDA
AP
< 0.01%
COM
A
< 0.01%
COM
MDLZ
< 0.01%
CL A
CTB
< 0.01%
COM
PBR
< 0.01%
SPONSORED ADR
OGE
< 0.01%
COM
VREX
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
UQM
< 0.01%
COM
DBP
< 0.01%
PRECIOUS METAL
IONS
< 0.01%
COM
KEYS
< 0.01%
COM
AA
< 0.01%
COM
KHC
< 0.01%
COM
AVP
< 0.01%
COM
IEP
< 0.01%
PRN
GSG
< 0.01%
UNIT BEN INT
DFS
< 0.01%
COM
GM/WS/B
< 0.01%
*W EXP 07/10/201
DWDP
< 0.01%
COM
ARNC
< 0.01%
COM
PNC
< 0.01%
COM
DAVE
< 0.01%
COM
PRSP
< 0.01%
COM
MS
< 0.01%
COM NEW
VRTV
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
FCEL
< 0.01%
COM NEW
QRTEA
< 0.01%
COM SER A
PLUG
< 0.01%
COM NEW
LBTYA
< 0.01%
SHS CL A
LBTYK
< 0.01%
SHS CL C
NCR
< 0.01%
COM
HZN
< 0.01%
COM
SHLD
< 0.01%
COM
MIE
< 0.01%
COM SHS
LBRDK
< 0.01%
COM SER C
LSXMA
< 0.01%
COM A SIRIUSXM
VEON
< 0.01%
SPONSORED ADR
FWONK
< 0.01%
COM C MEDIA GRP
DISCA
< 0.01%
COM SER A
TDC
< 0.01%
COM
TPR
< 0.01%
COM
DISCK
< 0.01%
COM SER C
LGF/B
< 0.01%
CL B NON VTG
AIG/WS
< 0.01%
*W EXP 01/19/202
LE
< 0.01%
COM
GMLP
< 0.01%
PRN
XLP
0.04%
SBI CONS STPLS
PVG
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF