CREATIVE FINANCIAL DESIGNS INC /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF CREATIVE FINANCIAL DESIGNS INC /ADV | Institutional Filer | ▲ 3.66% | $1.65B | 2162 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2162)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | — | 465K | $91.2M | 5.55% |
| 2 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | — | 711K | $42.4M | 2.58% |
| 3 | BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | — | 445K | $41.6M | 2.53% |
| 4 | PTL | INSPIRE 500 ETF | — | 147K | $36.7M | 2.23% |
| 5 | AAPL | Apple Inc. | Technology | 124K | $31.6M | 1.92% |
| 6 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | — | 1.0M | $30.1M | 1.83% |
| 7 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | — | 264K | $28.9M | 1.76% |
| 8 | TPIF | TIMOTHY PLAN INTERNATIONAL ETF | — | 779K | $28.1M | 1.71% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 129K | $26.9M | 1.63% |
| 10 | LLY | Eli Lilly and Company | Healthcare | 28K | $26.0M | 1.58% |
| 11 | VUG | VANGUARD GROWTH ETF | — | 58K | $25.5M | 1.55% |
| 12 | IBD | INSPIRE CORPORATE BOND ETF | — | 1.1M | $25.2M | 1.53% |
| 13 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | — | 317K | $25.1M | 1.53% |
| 14 | SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 470K | $23.7M | 1.44% |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | — | 555K | $23.6M | 1.43% |
Showing 1 to 15 of 1000 holdings