Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CRANBROOK WEALTH MANAGEMENT LLC 01-23-2024 12-31-2023 307 374,562,445
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $35,654,172 74,648 0.01 0.01 442 0.60 12-31-2023
VANGUARD BD INDEX FDS INTERMED TERM 2 $34,875,357 456,603 0.01 0.01 35,916 8.54 12-31-2023
ISHARES TR CORE MSCI EAFE 3 $30,537,883 434,085 0.01 0.01 12,091 2.87 12-31-2023
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 4 $26,723,627 541,348 0.01 0.01 25,348 4.91 12-31-2023
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