| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 4 | Q3 2023 | 17.7% |
| AVANTIS U.S. SMALL CAP VALUE ETF | 4 | Q3 2023 | 17.0% |
| DIMENSIONAL US CORE EQUITY 2 ETF | 4 | Q3 2023 | 17.0% |
| DIMENSIONAL CORE FIXED INCOME ETF | 4 | Q3 2023 | 14.8% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 4 | Q3 2023 | 6.1% |
| APPLE INC | 4 | Q3 2023 | 7.4% |
| POWERSHARES FTSE RAFI US 1000 | 4 | Q3 2023 | 5.1% |
| ISHARES CALIFORNIA MUNI BOND ETF | 4 | Q3 2023 | 3.4% |
| ISHARES AGGREGATE BOND ETF | 4 | Q3 2023 | 3.5% |
| BERKSHIRE HATHAWAY INC DEL CL A | 4 | Q3 2023 | 1.6% |
View Creative Capital Management Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-13 |
View Creative Capital Management Investments 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.