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CIK: 0001686343
Total reported value
$136.0M
$136.0M
64 檔
22.6%
In Q4 2024, Red Crane Wealth Management, LLC's U.S. equity holdings reached a combined market value of $136.0M, distributed across 64 disclosed stock positions.
During Q4 2024, Red Crane Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SIXJ | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 7.74% | -1.40% | — | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.56% | -0.25% | — | |
| 3 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 5.32% | -0.39% | — | |
| 4 | NAPR | Innovator Growth 100 Power B | ETF-Other | 4.93% | -0.01% | — | |
| 5 | PJAN | Innovator U.s. Equity Power | ETF-Other | 4.55% | -0.06% | — | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.99% | +0.40% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.16% | — | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.70% | — | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.53% | — | — | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.42% | -0.01% | — | |
| 11 | NJAN | Innovator Growth 100 Power B | ETF-Other | 3.24% | -0.06% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.08% | — | |
| 13 | IJAN | Innovator International Deve | ETF-Other | 2.60% | -0.16% | — | |
| 14 | NOCT | Innovator Growth-100 Power B | ETF-Other | 2.53% | +0.11% | — | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.40% | -0.09% | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.35% | +0.28% | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.31% | -0.12% | — | |
| 18 | POCT | Innovator U.s. Equity Power | ETF-Other | 2.29% | -0.08% | — | |
| 19 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 2.14% | -0.07% | — | |
| 20 | KOCT | Innovator U.s. Small Cap Pow | ETF-Small Cap | 2.07% | — | — | |
| 21 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.70% | -0.05% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | +0.01% | — | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.53% | -0.03% | — | |
| 24 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.29% | +0.09% | — | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.06% | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.13% | -0.08% | — | |
| 27 | NJUL | Innovator Growth 100 Power B | ETF-Other | 1.02% | — | — | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.01% | +0.04% | — | |
| 29 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.00% | -0.02% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | +0.06% | — | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.92% | +0.01% | — | |
| 32 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.90% | -0.07% | — | |
| 33 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 0.87% | -0.01% | — | |
| 34 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.82% | -0.08% | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | -0.04% | — | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.66% | -0.07% | — | |
| 37 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.65% | — | — | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.61% | -0.06% | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | — | — | |
| 40 | AMLP | Alerian Mlp ETF | ETF-Other | 0.58% | -0.05% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.03% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | — | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.05% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.04% | — | |
| 45 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.46% | -0.04% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.03% | — | |
| 47 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.34% | -0.01% | — | |
| 49 | WDAY | Workday Inc-class A | Stock-Tech | 0.34% | — | — | |
| 50 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.02% | — |
According to official SEC Form 13F filings, Red Crane Wealth Management, LLC reported a total U.S. public equity portfolio value of $136.0M across 64 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SIXJ, SPYV, NEAR) accounted for 22.6% of total reported equity market value during Q4 2024.
During Q4 2024, Red Crane Wealth Management, LLC's top holdings by market value included SIXJ (7.7%)、SPYV (6.6%)、NEAR (5.3%). The largest single position, SIXJ, represented 7.7% of total portfolio value.
In Q4 2024, Red Crane Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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