Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cranberry Lake Advisors LLC (CIK 1584362) reported $50.6M across 8 reported positions in its SEC 13F filing for 2018-09-30. Largest positions: VYM ($24.2M, 47.80%), DES ($10.1M, 20.05%), DEM ($4.8M, 9.47%), VGK ($4.5M, 8.99%), VPL ($2.6M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDSHIGH DIV | $24.2M | 47.80% | 277,500 | Hold |
| 2 | DES | WISDOMTREE TR US SMALLCAPDIVD | $10.1M | 20.05% | 341,265 | Hold |
| 3 | DEM | WISDOMTREE TR EMERGINGMKTS HIG | $4.8M | 9.47% | 109,600 | Hold |
| 4 | VGK | VANGUARD INTL EQUITY INDEXFDS | $4.5M | 8.99% | 80,878 | Hold |
| 5 | VPL | VANGUARD INTL EQUITY INDEXFDS | $2.6M | 5.13% | 36,475 | Hold |
| 6 | VNQ | VANGUARD REAL ESTATEETF | $2.0M | 3.99% | 25,000 | Hold |
| 7 | LQD | ISHARES IBOXX INVESTMENTGRADE | $1.7M | 3.41% | 15,000 | Hold |
| 8 | BND | VANGUARD BD INDEX FD INC TOTAL BD MARKET | $590,000 | 1.17% | 7,500 | Hold |
Source: SEC Form 13F filings · as of 2018-09-30