Creekmur Asset Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Creekmur Asset Management LLC | Institutional Filer | ▼ 99.78% | $1.3M | 5 |
Current Portfolio Holdings
Showing all 5 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | — | 953 | $570K | 42.94% |
| 2 | IJR | iShares Core S&P Small-Cap ETF | — | 2K | $250K | 18.85% |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | — | 4K | $226K | 17.02% |
| 4 | SPEM | State Street SPDR Portfolio Emerging Markets ETF | — | 3K | $158K | 11.91% |
| 5 | CLIP | Global X 1-3 Month T-Bill ETF | — | 1K | $123K | 9.27% |
Showing 1 to 5 of 5 holdings