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Dominic DiGiacomo

@Cranbrook Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$431.44MTotal holdings412
Assets growth rate-1.58%Assets growth rate (2-Q avg)3.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cranbrook Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 412 positions.

Assets under management

The assets under management (AUM) of Cranbrook Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 431.44M in assets, with a quarterly growth rate of -1.58% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by Dominic DiGiacomo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIVVanguard Bd Index Fds
Recent Activity
Increased 4.91%
11.01%
$47.491M
635,495 shares@ $74.74 avg price
IEFAIshares Tr
Recent Activity
Increased 1.67%
6.88%
$29.654M
421,937 shares@ $70.29 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 0.05%
4.91%
$21.181M
431,825 shares@ $49.05 avg price
IJRIshares Tr
Recent Activity
Increased 0.03%
2.69%
$11.582M
100,523 shares@ $115.23 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 103.19%
2.39%
$10.306M
557,063 shares@ $18.5 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.97%
1.93%
$8.296M
188,382 shares@ $44.04 avg price
AAPLApple Inc
Recent Activity
Increased 0.04%
1.62%
$6.966M
27,817 shares@ $250.43 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.86%
1.54%
$6.615M
28,449 shares@ $232.52 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.33%
1.5%
$6.437M
26,587 shares@ $242.13 avg price
TIPIshares Tr
Recent Activity
Increased 3.86%
1.27%
$5.466M
51,300 shares@ $106.56 avg price