$167 Million is the total value of CREATIVE FINANCIAL DESIGNS INC /ADV's 583 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 11.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUNDetf | $226,000 | +10.8% | 2,961 | 0.0% | 0.14% | -8.8% | |
| DBEF | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $167,000 | +12.1% | 5,352 | 0.0% | 0.10% | -7.4% | |
| IWC | ISHARES MICRO-CAP ETFetf | $161,000 | +12.6% | 1,734 | 0.0% | 0.10% | -7.7% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $137,000 | +13.2% | 116 | 0.0% | 0.08% | -6.8% | |
| MMI | MARCUS & MILLICHAP INC COMstock | $97,000 | +18.3% | 2,375 | 0.0% | 0.06% | -1.7% | |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $88,000 | +15.8% | 786 | 0.0% | 0.05% | -3.6% | |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUNDetf | $82,000 | +17.1% | 270 | 0.0% | 0.05% | -3.9% | |
| RWL | OPPENHEIMER S&P 500 REVENUE ETFetf | $78,000 | +9.9% | 1,516 | 0.0% | 0.05% | -9.6% | |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $72,000 | +22.0% | 522 | 0.0% | 0.04% | 0.0% | |
| OKTA | OKTA INC CL Astock | $70,000 | +29.6% | 850 | 0.0% | 0.04% | +7.7% | |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $68,000 | +17.2% | 1,700 | 0.0% | 0.04% | -2.4% | |
| SMH | VANECK VECTORS SEMICONDUCTOR ETFetf | $68,000 | +21.4% | 636 | 0.0% | 0.04% | 0.0% | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETFetf | $62,000 | +3.3% | 1,185 | 0.0% | 0.04% | -15.9% | |
| BMY | BRISTOL MYERS SQUIBB CO COMstock | $55,000 | -8.3% | 1,155 | 0.0% | 0.03% | -25.0% | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $48,000 | +4.3% | 452 | 0.0% | 0.03% | -12.1% | |
| ITM | VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETFetf | $46,000 | +2.2% | 940 | 0.0% | 0.03% | -15.2% | |
| BP | BP PLC SPONSORED ADRadr | $45,000 | +15.4% | 1,021 | 0.0% | 0.03% | -3.6% | |
| AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $41,000 | +51.9% | 1,980 | 0.0% | 0.02% | +25.0% | |
| DYB | WISDOMTREE DYNAMIC BEARISH U.S. EQUITY FUNDetf | $36,000 | -5.3% | 1,550 | 0.0% | 0.02% | -21.4% | |
| CLNC | COLONY CR REAL ESTATE INC COM CL Areit | $34,000 | 0.0% | 2,159 | 0.0% | 0.02% | -20.0% | |
| HYZD | WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUNDetf | $32,000 | +3.2% | 1,395 | 0.0% | 0.02% | -13.6% | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $31,000 | +3.3% | 4,918 | 0.0% | 0.02% | -13.6% | |
| RWJ | OPPENHEIMER S&P SMALLCAP 600 REVENUE ETFetf | $29,000 | +11.5% | 445 | 0.0% | 0.02% | -10.5% | |
| LOUP | INNOVATOR LOUP FRONTIER TECH ETFetf | $28,000 | +16.7% | 1,180 | 0.0% | 0.02% | 0.0% | |
| FLQE | FRANKLIN LIBERTYQ EMERGING MARKETS ETFetf | $26,000 | +8.3% | 865 | 0.0% | 0.02% | -5.9% | |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $26,000 | +4.0% | 249 | 0.0% | 0.02% | -11.1% | |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $25,000 | +13.6% | 266 | 0.0% | 0.02% | -6.2% | |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETFetf | $25,000 | +13.6% | 867 | 0.0% | 0.02% | -6.2% | |
| URE | PROSHARES ULTRA REAL ESTATEetf | $24,000 | +33.3% | 320 | 0.0% | 0.01% | +7.7% | |
| HYEM | VANECK VECTORS EMERGING MARKETS HIGH YIELD BOND ETFetf | $21,000 | +5.0% | 900 | 0.0% | 0.01% | -13.3% | |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETFetf | $20,000 | +5.3% | 410 | 0.0% | 0.01% | -14.3% | |
| CSX | CSX CORP COMstock | $20,000 | +17.6% | 266 | 0.0% | 0.01% | 0.0% | |
| BOX | BOX INC CL Astock | $20,000 | +11.1% | 1,060 | 0.0% | 0.01% | -7.7% | |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $18,000 | +12.5% | 322 | 0.0% | 0.01% | -8.3% | |
| LKFN | LAKELAND FINL CORP COMstock | $19,000 | +11.8% | 422 | 0.0% | 0.01% | -8.3% | |
| AGN | ALLERGAN PLC SHSstock | $18,000 | +12.5% | 122 | 0.0% | 0.01% | -8.3% | |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $19,000 | +18.8% | 230 | 0.0% | 0.01% | -8.3% | |
| SQ | SQUARE INC CL Astock | $19,000 | +26.7% | 260 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $17,000 | +13.3% | 134 | 0.0% | 0.01% | -9.1% | |
| IEUR | ISHARES CORE MSCI EUROPE ETFetf | $17,000 | +6.2% | 377 | 0.0% | 0.01% | -16.7% | |
| CRM | SALESFORCE COM INC COMstock | $17,000 | +13.3% | 110 | 0.0% | 0.01% | -9.1% | |
| EWA | ISHARES MSCI AUSTRALIA ETFetf | $17,000 | +13.3% | 800 | 0.0% | 0.01% | -9.1% | |
| AMX | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $17,000 | 0.0% | 1,200 | 0.0% | 0.01% | -16.7% | |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $17,000 | +21.4% | 30 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL COMstock | $17,000 | +13.3% | 164 | 0.0% | 0.01% | -9.1% | |
| RWX | SPDR DJ WILSHIRE INTL REAL ESTetf | $15,000 | +7.1% | 388 | 0.0% | 0.01% | -10.0% | |
| GWPH | GW PHARMACEUTICALS PLC ADSadr | $15,000 | +66.7% | 91 | 0.0% | 0.01% | +28.6% | |
| INTU | INTUIT COMstock | $15,000 | +36.4% | 58 | 0.0% | 0.01% | +12.5% | |
| PDM | PIEDMONT OFFICE RLTYTR INC COM CL Areit | $14,000 | +16.7% | 688 | 0.0% | 0.01% | -11.1% | |
| SFIX | STITCH FIX INC COM CL Astock | $14,000 | +55.6% | 500 | 0.0% | 0.01% | +14.3% | |
| VV | VANGUARD LARGE-CAP INDEX FUNDetf | $14,000 | +16.7% | 108 | 0.0% | 0.01% | -11.1% | |
| FFTY | INNOVATOR IBD 50 ETFetf | $13,000 | +18.2% | 400 | 0.0% | 0.01% | 0.0% | |
| NI | NISOURCE INC COMstock | $13,000 | +8.3% | 457 | 0.0% | 0.01% | -11.1% | |
| CTAS | CINTAS CORP COMstock | $14,000 | +16.7% | 71 | 0.0% | 0.01% | -11.1% | |
| PRU | PRUDENTIAL FINL INCstock | $13,000 | +8.3% | 145 | 0.0% | 0.01% | -11.1% | |
| SHOP | SHOPIFY INC CL Astock | $14,000 | +40.0% | 70 | 0.0% | 0.01% | +14.3% | |
| S | SPRINT CORPORATION COMstock | $14,000 | 0.0% | 2,470 | 0.0% | 0.01% | -20.0% | |
| EPS | WISDOMTREE U.S. LARGECAP FUNDetf | $11,000 | +10.0% | 350 | 0.0% | 0.01% | 0.0% | |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDetf | $12,000 | 0.0% | 250 | 0.0% | 0.01% | -22.2% | |
| LFUS | LITTELFUSE INC COMstock | $11,000 | +10.0% | 59 | 0.0% | 0.01% | 0.0% | |
| EFG | ISHARES MSCI EAFE GROWTH ETFetf | $10,000 | +11.1% | 134 | 0.0% | 0.01% | -14.3% | |
| EWC | ISHARES MSCI CANADA INDEXetf | $10,000 | +25.0% | 350 | 0.0% | 0.01% | 0.0% | |
| CCL | CARNIVAL CORP PAIRED CTFstock | $10,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $10,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% | |
| FIVE | FIVE BELOW INC COMstock | $9,000 | +28.6% | 70 | 0.0% | 0.01% | 0.0% | |
| HON | HONEYWELL INTL INC COMstock | $8,000 | +14.3% | 52 | 0.0% | 0.01% | 0.0% | |
| FOF | COHEN & STEERS CLOSED END OPPO COMcef | $9,000 | +12.5% | 693 | 0.0% | 0.01% | -16.7% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $8,000 | 0.0% | 185 | 0.0% | 0.01% | -16.7% | |
| ISBC | INVESTORS BANCORP INC NEW COMstock | $9,000 | +12.5% | 787 | 0.0% | 0.01% | -16.7% | |
| IAU | ISHARES COMEX GOLD TRUSTetf | $8,000 | 0.0% | 625 | 0.0% | 0.01% | -16.7% | |
| AGEN | AGENUS INC COM NEWstock | $9,000 | +28.6% | 3,070 | 0.0% | 0.01% | 0.0% | |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUNDetf | $7,000 | +16.7% | 111 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HLDGS INC COMstock | $6,000 | 0.0% | 1,025 | 0.0% | 0.00% | 0.0% | |
| THO | THOR INDS INC COMstock | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP COMstock | $7,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $6,000 | +50.0% | 20 | 0.0% | 0.00% | +33.3% | |
| INTL | INTL FCSTONE INC COMstock | $6,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCESetf | $6,000 | +20.0% | 185 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PRNT | THE 3D PRINTING ETFetf | $6,000 | +20.0% | 250 | 0.0% | 0.00% | 0.0% | |
| SLY | SPDR S&P 600 SMALL CAP ETFetf | $6,000 | +20.0% | 87 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC COMstock | $5,000 | 0.0% | 288 | 0.0% | 0.00% | -25.0% | |
| EFX | EQUIFAX INC COMstock | $5,000 | +25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $5,000 | +25.0% | 4 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS COMstock | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -25.0% | |
| FCAU | FIAT CHRYSLER AUTOMOBILES N V SHSstock | $5,000 | 0.0% | 325 | 0.0% | 0.00% | -25.0% | |
| VMW | VMWARE INC CL A COMstock | $5,000 | +25.0% | 29 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP COMstock | $4,000 | +33.3% | 246 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC COMstock | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $4,000 | 0.0% | 125 | 0.0% | 0.00% | -33.3% | |
| MDU | MDU RES GROUP INC COMstock | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
| HAL | HALLIBURTON CO COMstock | $4,000 | 0.0% | 140 | 0.0% | 0.00% | -33.3% | |
| KN | KNOWLES CORP COMstock | $4,000 | +33.3% | 225 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ELD | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $4,000 | 0.0% | 130 | 0.0% | 0.00% | -33.3% | |
| NKE | NIKE INC CL Bstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $4,000 | +33.3% | 197 | 0.0% | 0.00% | 0.0% | |
| DHIL | DIAMOND HILL INVESTMENT GROUP COM NEWstock | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% | |
| RACE | FERRARI N V COMstock | $4,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $4,000 | +33.3% | 21 | 0.0% | 0.00% | 0.0% | |
| WOOD | ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUNDetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf | $4,000 | 0.0% | 70 | 0.0% | 0.00% | -33.3% | |
| JXI | ISHARES GLOBAL UTILITIES ETFetf | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| WSM | WILLIAMS SONOMA INC COMstock | $4,000 | 0.0% | 77 | 0.0% | 0.00% | -33.3% | |
| HACK | ETFMG PRIME CYBER SECURITY ETFetf | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ODFL | OLD DOMINION FREIGHT LINE INC COMstock | $3,000 | +50.0% | 20 | 0.0% | 0.00% | +100.0% | |
| EBAY | EBAY INC COMstock | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| EES | WISDOMTREE U.S. SMALLCAP FUNDetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XPO | XPO LOGISTICS INC COMstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| XON | INTREXON CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUNDetf | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VSTWSA | VISTRA ENERGY CORP WT EXP 020224stock | $1,000 | – | 304 | 0.0% | 0.00% | – | |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N V NY REGISTRYadr | $2,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| SON | SONOCO PRODS CO COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MDP | MEREDITH CORP COMstock | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| DFODQ | DEAN FOODS CO NEW COM NEWstock | $1,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CAG | CONAGRA BRANDS INC COMstock | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| HYMB | SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETFetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| UMPQ | UMPQUA HLDGS CORP COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| ETH | ETHAN ALLEN INTERIORS INC COMstock | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| PEIX | PACIFIC ETHANOL INC COM PAR $.001stock | $1,000 | 0.0% | 1,276 | 0.0% | 0.00% | 0.0% | |
| PJT | PJT PARTNERS INC COM CL Astock | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ESGV | VANGUARD ESG U.S. STOCK ETFetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MOMO | MOMO INC ADRadr | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $1,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MLHR | MILLER HERMAN INC COMstock | $2,000 | +100.0% | 45 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| AES | AES CORP COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| ABBV | ABBVIE INC COMstock | $0 | -100.0% | 6 | 0.0% | 0.00% | -100.0% | |
| AAOI | APPLIED OPTOELECTRONICS INC COMstock | $0 | – | 18 | 0.0% | 0.00% | – | |
| ABUS | ARBUTUS BIOPHARMA CORP COMstock | $0 | – | 120 | 0.0% | 0.00% | – | |
| BKR | BAKER HUGHES A GE CO CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CVRS | CORINDUS VASCULAR ROBOTICS INC COMstock | $0 | – | 30 | 0.0% | 0.00% | – | |
| FTRCQ | FRONTIER COMMUNICATIONS CORP COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| LEG | LEGGETT & PLATT INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| PBCT | PEOPLES UTD FINL INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INC CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| TMDI | TITAN MED INC COM NEWstock | $0 | – | 45 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC ORD SHSstock | $0 | – | 4 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P SMALL-CAP FUND | 28 | Q3 2023 | 6.6% |
| VANGUARD VALUE INDEX FUND | 28 | Q3 2023 | 3.8% |
| ISHARES S&P MIDCAP FUND | 28 | Q3 2023 | 6.8% |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 28 | Q3 2023 | 3.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 28 | Q3 2023 | 4.1% |
| APPLE INC COM | 28 | Q3 2023 | 2.6% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 28 | Q3 2023 | 5.1% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28 | Q3 2023 | 2.8% |
| AMAZON COM INC COM | 28 | Q3 2023 | 2.4% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 28 | Q3 2023 | 5.8% |
View CREATIVE FINANCIAL DESIGNS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-26 |
View CREATIVE FINANCIAL DESIGNS INC /ADV'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.