Cranbrook Wealth Management's Q4 2022 vs. Q1 2023 Holdings: Which Funds Saw Decreased Investment?

Cranbrook Wealth Management, LLC has recently released their latest 13F holdings comparison for Q4 2022 and Q1 2023. The report highlights the changes in holdings of various funds, including ISHARES TR, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR.

One of the notable funds that saw a decrease in investment is ISHARES TR (IVV). While it was one of the most invested funds in Q4 2022, its shares dropped from 84,979 to 78,620 in Q1 2023, with a change percentage of -1. On the other hand, VANGUARD BD INDEX FDS (BIV) and VANGUARD CHARLOTTE FDS (BNDX) saw an increase in investment from Q4 2022 to Q1 2023, with a change percentage of 2.6 and a decrease of -2.4, respectively.

Another fund that experienced a sharp drop in investment is VANGUARD INDEX FDS (VO). Its shares dropped from 111,623 to 99,221, with a change percentage of -8. This decrease in investment can be attributed to the challenging market conditions and shifting trends, which Crankbrook Wealth Management has responded to by diversifying their holdings across different funds.

However, not all funds saw a decrease in investment. For example, ISHARES GOLD TR (IAU) experienced a significant increase in investment, with shares rising from 147,368 to 149,264, reflecting a change percentage of 9.4. Similarly, MICROSOFT CORP (MSFT) experienced a surge in investment, with shares rising from 3,022 to 4,872, with a percentage change of 93.8. Both of these companies have been performing well in the market and provided investors with considerable returns.

In conclusion, Crankbrook Wealth Management's Q4 2022 vs. Q1 2023 holdings comparison saw significant changes in investment, with some funds experiencing a decline in investment while others saw an increase in investment. These changes reflect the dynamic market conditions, changing trends, and the portfolio management strategy of the firm. As investors continue to navigate the complex market environment, it's crucial to have a diversified portfolio that can provide optimal returns while managing risk.