Fund Universe

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☆Crane Advisory, LLC

CIK 0001951283 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.914
AUM ($M)
697
Positions
55
Turnover
0.02
Top-10 wt
86%
Herfindahl
0.095
History (qtrs)
6
Excess Return
+0.6%

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Quarter
Activity this period
Security type

Holdings · 56 positions · portfolio value $697M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS TRIM — 17.0% +0.4% 118.5 171,763 -860 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 13.8% +0.5% 96.4 1,113,696 +929,914 5 —
☆PULS funds › PGIM ETF TR TRIM — 10.9% -0.5% 75.8 1,528,318 -8,902 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 10.0% -0.4% 69.8 2,844,705 +53,023 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 8.7% -0.3% 60.5 1,198,932 +4,051 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 7.8% +0.2% 54.2 247,476 -2,984 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 6.7% -0.3% 46.4 1,026,233 +15,462 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 4.7% +0.0% 32.6 136,218 -1,453 5 —
☆SPTS funds › SPDR SERIES TRUST ADD — 4.1% -0.2% 28.8 995,137 +7,015 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 2.8% +0.1% 19.2 64,565 +796 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 2.7% +0.1% 18.9 234,747 +176,644 5 —
☆IDEV funds › ISHARES TR ADD — 2.5% +0.1% 17.3 193,146 +14,508 5 +0.6%
☆AAPL funds › APPLE INC TRIM Common Stock 2.1% +0.2% 14.4 43,105 -3,856 5 —
☆IEMG funds › ISHARES INC ADD — 1.2% -0.0% 8.1 104,012 +1,809 5 —
☆GOOG funds › ALPHABET INC HOLD Common Stock 0.8% +0.0% 5.8 16,373 +0 5 —
☆SGOV funds › ISHARES TR ADD — 0.4% +0.1% 2.5 24,384 +4,730 5 -21.4%
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.3% +0.0% 2.3 9,346 +0 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.3% +0.0% 2.0 9,538 +0 5 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.3% +0.0% 1.9 31,040 +0 5 —
☆GOOGL funds › ALPHABET INC TRIM Common Stock 0.2% +0.0% 1.7 4,798 -14 5 —
☆META funds › META PLATFORMS INC ADD — 0.2% -0.0% 1.6 2,467 +1 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.2% -0.0% 1.5 3,782 -20 5 —
☆AMZN funds › AMAZON COM INC TRIM Common Stock 0.2% -0.0% 1.4 5,572 -64 5 —
☆IQLT funds › ISHARES TR ADD — 0.2% -0.0% 1.3 25,501 +29 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% +0.0% 1.2 3,468 +0 5 —
☆MGV funds › VANGUARD WORLD FD HOLD — 0.2% +0.0% 1.2 7,126 +0 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 0.8 16,281 +7,936 4 -17.3%
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.8 2,108 +0 5 —
☆CAT funds › CATERPILLAR INC ADD Common Stock 0.1% +0.0% 0.6 737 +1 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.6 1,722 +0 5 —
☆AON funds › AON PLC HOLD — 0.1% +0.0% 0.6 1,631 +0 5 —
☆EIX funds › EDISON INTL ADD — 0.1% +0.0% 0.6 7,660 +4 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.1% -0.0% 0.6 8,802 -335 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.1% +0.0% 0.5 1,416 +0 5 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.1% -0.0% 0.5 2,588 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.1% +0.0% 0.5 600 +0 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.5 2,213 +0 5 —
☆SHV funds › ISHARES TR ADD — 0.1% +0.0% 0.4 3,539 +1,395 5 -21.5%
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.4 2,605 +128 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.4 2,071 +2 5 +22.6%
☆BA funds › BOEING CO TRIM Common Stock 0.1% -0.0% 0.4 1,701 -1 5 —
☆XVV funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 5,763 -481 5 —
☆FUTY funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.3 5,411 +27 3 -23.2%
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.3 2,964 -168 5 —
☆WMT funds › WALMART INC NEW — 0.0% +0.0% 0.3 2,424 +2,424 1 -69.6%
☆NULG funds › NUSHARES ETF TR ADD — 0.0% +0.0% 0.3 2,413 +39 2 +21.7%
☆HSY funds › HERSHEY CO HOLD — 0.0% -0.0% 0.2 1,375 +0 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.0% +0.0% 0.2 1,868 +0 3 +48.1%
☆PSO funds › PEARSON PLC HOLD — 0.0% +0.0% 0.2 13,705 +0 5 —
☆NULV funds › NUSHARES ETF TR NEW — 0.0% +0.0% 0.2 4,364 +4,364 1 +12.8%
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.0% -0.0% 0.2 993 +0 5 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP ADD — 0.0% -0.0% 0.2 11,950 +411 4 +41.6%
☆MGK funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 2,400 +2,400 1 -11.6%
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.0% +0.0% 0.2 245 +245 1 +311.8%
☆ATCX funds › ATLAS CRITICAL MINERALS CORP HOLD — 0.0% -0.0% 0.0 10,806 +0 2 -100.6%
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT — 0.0% -0.0% 0.0 0 -3,540 0 -51.9%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 697 55 0.02 86% 0.095 0.913 — in
2026Q1 668 52 0.01 87% 0.095 0.919 — in
2025Q4 661 52 0.08 88% 0.095 0.843 — in
2025Q3 636 50 0.02 88% 0.104 0.903 — in
2025Q2 603 46 0.06 88% 0.103 0.878 — entered
2025Q1 553 44 0.00 88% 0.100 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status