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  Name: Crane Advisory LLC
  City: FULLERTON
  State: CA
  Zip: 92831
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $495,824,000
  Total Value Change : $51,481,000
  Securities Held Change : 3
   
All Securities Held : 41
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 21
  Unchanged Positions : 8
  Decreased Positions : 6

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Holdings Found : 6     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PULS)1 Year Chart         PULS Pgim Ultra Short Bond Etf 6 - $49.62 $43,282,000 874,199 8.73% -2,150,000 -44,913 0.219    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 12 - $53.04 $4,730,000 91,431 0.95% -1,160,000 -27,126 0.001    N/A
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 19 - $116.05 $869,000 7,428 0.18% 53,000 -15 0.008    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 31 - $172.75 $368,000 2,007 0.07% -133,000 -6 0    Aerospace/Defense - M...
   (XVV)1 Year Chart         XVV Ishares Esg Screened S&p 50... 35 - $0.00 $260,000 6,600 0.05% 19,000 -106 0.007    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 39 - $80.60 $210,000 2,499 0.04% -33,000 -369 0    Medical Appliances & ...

      6 Records Found
  1    
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