Cranberry Lake Advisors LLC
data from 30/09/2018
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Cranberry Lake Advisors LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2018/09/30 | VYM | VANGUARD WHITEHALL FDSHIGH DIV | 47.80% | 24.167 M $ | 277500 | 2014/03/31 | 1.229 M $ | 5.33 % |
| 2018/09/30 | DES | WISDOMTREE TR US SMALLCAPDIVD | 20.05% | 10.139 M $ | 341265 | 2014/03/31 | -98.966 K $ | -0.98 % |
| 2018/09/30 | DEM | WISDOMTREE TR EMERGINGMKTS HIG | 9.47% | 4.786 M $ | 109600 | 2014/03/31 | 110.696 K $ | 2.36 % |
| 2018/09/30 | VGK | VANGUARD INTL EQUITY INDEXFDS | 8.99% | 4.547 M $ | 80878 | 2013/06/30 | 10.514 K $ | 0.23 % |
| 2018/09/30 | VPL | VANGUARD INTL EQUITY INDEXFDS | 5.13% | 2.593 M $ | 36475 | 2013/06/30 | 48.146 K $ | 1.89 % |
| 2018/09/30 | VNQ | VANGUARD REAL ESTATEETF | 3.99% | 2.017 M $ | 25000 | 2013/06/30 | -37.999 K $ | -1.87 % |
| 2018/09/30 | LQD | ISHARES IBOXX INVESTMENTGRADE | 3.41% | 1.724 M $ | 15000 | 2013/06/30 | -2.249 K $ | -0.13 % |
| 2018/09/30 | BND | VANGUARD BD INDEX FD INC TOTAL BD MARKET | 1.17% | 590.000 K $ | 7500 | 2018/06/30 | -6.149 K $ | -1.04 % |