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Scott Crane

@Crane Advisory, Llc

Latest period2024 - Q4ReportedManaged Assets$570.468MTotal holdings44
Assets growth rate3.14%Assets growth rate (2-Q avg)4.91%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Crane Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Crane Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 570.468M in assets, with a quarterly growth rate of 3.14% and a 2-quarter average growth rate of 4.91%. The portfolio is managed by Scott Crane, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 1.99%
17.03%
$97.144M
178,443 shares@ $544.4 avg price
PULSPgim Etf Tr
Recent Activity
Increased 27.97%
15.67%
$89.378M
1.803M shares@ $49.58 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.15%
12.55%
$71.542M
171,770 shares@ $416.51 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Decreased -3.67%
8.26%
$47.117M
1.05M shares@ $44.88 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 89.75%
7.91%
$45.111M
1.86M shares@ $24.26 avg price
VTVVanguard Index Fds
Recent Activity
Increased 6.29%
7.55%
$43.049M
252,696 shares@ $170.36 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -16.11%
7.34%
$41.85M
1.445M shares@ $28.96 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 6.5%
4.77%
$27.198M
138,643 shares@ $196.17 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
New Position
3.82%
$21.751M
431,560 shares@ $50.4 avg price
AAPLApple Inc
Recent Activity
Increased 2.69%
3.44%
$19.61M
80,579 shares@ $243.36 avg price