Creekside Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Creekside Partners | Institutional Filer | ▲ 2.65% | $242.9M | 183 |
Current Portfolio Holdings
Showing all 183 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | — | 524K | $13.0M | 5.34% |
| 2 | AAPL | Apple Inc. | Technology | 37K | $9.4M | 3.88% |
| 3 | SCHA | SCHWAB STRATEGIC TR | — | 316K | $9.2M | 3.78% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 135K | $8.6M | 3.55% |
| 5 | VO | VANGUARD INDEX FDS | — | 28K | $8.0M | 3.27% |
| 6 | SCHB | SCHWAB STRATEGIC TR | — | 316K | $7.9M | 3.27% |
| 7 | VB | VANGUARD INDEX FDS | — | 28K | $7.4M | 3.04% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 31K | $6.7M | 2.75% |
| 9 | VBR | VANGUARD INDEX FDS | — | 29K | $6.3M | 2.61% |
| 10 | SCHM | SCHWAB STRATEGIC TR | — | 180K | $5.6M | 2.29% |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | — | 66K | $4.9M | 2.04% |
| 12 | VTI | VANGUARD INDEX FDS | — | 14K | $4.5M | 1.85% |
| 13 | SCHX | SCHWAB STRATEGIC TR | — | 168K | $4.3M | 1.77% |
| 14 | SCHE | SCHWAB STRATEGIC TR | — | 124K | $4.1M | 1.69% |
| 15 | GLD | SPDR GOLD TR | — | 9K | $3.9M | 1.61% |
Showing 1 to 15 of 183 holdings