| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 5.7% |
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 9.2% |
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 7.1% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 5.1% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 17.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q3 2023 | 4.2% |
| JP MORGAN EXCHANGE TRADED FD | 23 | Q3 2023 | 5.0% |
| VANGUARD BD INDEX FDS | 23 | Q3 2023 | 2.7% |
| VANGUARD CHARLOTTE FDS | 23 | Q3 2023 | 2.6% |
View CreativeOne Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-17 |
| 13F-HR/A | 2023-08-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View CreativeOne Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.