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Creative Capital Management Investments

Latest statistics and disclosures from Creative Capital Management Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAX, DFAC, DFCF, AVUV, DFGR, and represent 72.10% of Creative Capital Management Investments's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$5.7M), DFGR, PYLD, DFAC, DFSU, DFSI, DFAX, DFSE, CW, VONG.
Started 45 new stock positions in HRL, HYLB, ABEV, PB, F, ADBE, SPBO, FCT, ASGI, DAL.
Reduced shares in these 10 stocks: DFAE, AAPL, BRK.B, BKLN, AVUV, TSLA, PRF, GOOGL, AMZN, DVY.
Sold out of its positions in AstraZeneca, BIPC, DLR, GNRC, GSK, BTC, HLN, HGER, HLI, INTU.
Creative Capital Management Investments was a net buyer of stock by $14M.
Creative Capital Management Investments has $349M in assets under management (AUM), dropping by 5.15%.
Central Index Key (CIK): 0001957363

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Portfolio Holdings for Creative Capital Management Investments

Creative Capital Management Investments holds 324 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	21.0	$73M		2.2M	33.97	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	18.1	$63M	+2%	1.6M	38.86	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	16.7	$58M	+10%	1.4M	42.22	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	9.5	$33M		300k	110.47	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	6.9	$24M	+11%	899k	26.58	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	6.7	$23M	+11%	887k	26.20	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.8	$20M		593k	33.86	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	1.8	$6.4M		134k	47.53	View chart
Apple Stock (AAPL)	1.7	$5.8M	-4%	23k	253.79	View chart
Nvidia Corp Stock (NVDA)	0.8	$2.8M		16k	174.40	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.6	$2.0M	+61%	46k	42.40	View chart
Amazon.com Stock (AMZN)	0.5	$1.9M	-2%	8.9k	208.27	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.5	$1.7M	+152%	43k	41.09	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.5M		4.8k	320.81	View chart
Microsoft Stock (MSFT)	0.4	$1.5M	+8%	4.2k	370.14	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.4	$1.5M	+2%	26k	56.86	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.4M		2.00	718140.00	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.4	$1.4M	+2%	27k	51.74	View chart
Rtx Corporation Stock (RTX)	0.3	$1.2M		6.2k	192.90	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.3	$1.2M		12k	100.57	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.3	$948k	+4%	12k	80.58	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$700k	-27%	1.5k	479.20	View chart
Google Stock (GOOGL)	0.2	$672k	-7%	2.3k	287.56	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.2	$642k	+86%	15k	42.37	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$631k		3.7k	169.66	View chart
Qualcomm Stock (QCOM)	0.2	$627k	-2%	4.9k	128.78	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.2	$601k	+5%	6.8k	88.02	View chart
Costco Wholesale Corp Stock (COST)	0.2	$570k		572.00	996.43	View chart
Gilead Sciences Stock (GILD)	0.2	$546k		3.9k	139.37	View chart
Spdr S&p 500 Etf Etf (SPY)	0.2	$544k		837.00	650.34	View chart
Tesla Stock (TSLA)	0.1	$460k	-14%	1.2k	371.75	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$460k	+31%	1.1k	426.40	View chart
L3harris Technologies Stock (LHX)	0.1	$418k		1.2k	345.15	View chart
Home Depot Stock (HD)	0.1	$380k	-2%	1.2k	328.89	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$369k		3.7k	99.27	View chart
Intuitive Surgical Stock (ISRG)	0.1	$360k		780.00	460.99	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.1	$345k	+15%	7.2k	47.93	View chart
Walmart Stock (WMT)	0.1	$333k		2.7k	124.28	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$328k		13k	25.10	View chart
Abbvie Stock (ABBV)	0.1	$318k		1.5k	217.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$315k		4.7k	67.53	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$301k		3.1k	97.13	View chart
Chevron Corporation Stock (CVX)	0.1	$272k	+83%	1.3k	206.90	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$256k		5.1k	49.89	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$247k		428.00	577.18	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.1	$243k		2.2k	111.18	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$232k		2.9k	80.61	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$230k		2.4k	97.23	View chart
Ameren Corp Stock (AEE)	0.1	$224k		2.0k	109.92	View chart
Amgen Stock (AMGN)	0.1	$221k		629.00	351.85	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$220k		1.8k	121.19	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$212k		2.3k	94.24	View chart
Us Bancorp Stock (USB)	0.1	$212k		4.1k	52.00	View chart
Curtiss Wright Corp Stock (CW)	0.1	$204k	NEW	300.00	681.12	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.1	$202k		4.4k	45.87	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$201k		1.5k	132.90	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$200k		806.00	248.00	View chart
Caterpillar Stock (CAT)	0.1	$198k	+22%	279.00	708.46	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$195k	-5%	664.00	294.16	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$190k		3.1k	60.65	View chart
Ge Aerospace Stock (GE)	0.1	$180k	+35%	635.00	283.77	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.0	$172k		482.00	356.56	View chart
Xcel Energy Stock (XEL)	0.0	$172k		2.2k	79.44	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$171k	+2%	2.2k	77.11	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$170k	+297%	794.00	213.67	View chart
Spdr Gold Etf Etf (GLD)	0.0	$164k	+40%	381.00	430.29	View chart
Avago Technologies Stock (AVGO)	0.0	$163k		528.00	309.32	View chart
Wells Fargo & Co Stock (WFC)	0.0	$161k		2.0k	79.61	View chart
Lowes Cos Stock (LOW)	0.0	$159k		671.00	236.28	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$159k		1.3k	124.31	View chart
Pfizer Stock (PFE)	0.0	$158k	+123%	5.6k	28.08	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$153k	-2%	2.4k	64.08	View chart
American Express Stock (AXP)	0.0	$152k		502.00	302.48	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$142k	+5800%	1.3k	109.69	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$140k		1.6k	84.84	View chart
Merck & Co Stock (MRK)	0.0	$134k		1.1k	120.29	View chart
Micron Technology Stock (MU)	0.0	$132k		390.00	337.84	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$132k	-2%	230.00	572.44	View chart
Procter & Gamble Stock (PG)	0.0	$131k	+7%	910.00	144.44	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$131k		825.00	158.58	View chart
Vanguard Value Etf Etf (VTV)	0.0	$128k		652.00	196.20	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$128k		646.00	197.50	View chart
Evergy Stock (EVRG)	0.0	$123k		1.5k	81.92	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$123k		640.00	191.92	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$123k		281.00	436.79	View chart
Oracle Corporation Stock (ORCL)	0.0	$119k		806.00	147.11	View chart
Automatic Data Processing Stock (ADP)	0.0	$109k		535.00	203.13	View chart
Carrier Global Corporation Stock (CARR)	0.0	$104k		1.8k	56.31	View chart
Sempra Energy Stock (SRE)	0.0	$101k	+12%	1.0k	97.17	View chart
Visa Stock (V)	0.0	$98k		324.00	302.30	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$96k		1.0k	95.48	View chart
Garmin Stock (GRMN)	0.0	$93k		400.00	232.01	View chart
Valero Energy Corp Stock (VLO)	0.0	$90k		364.00	247.08	View chart
Tjx Cos Stock (TJX)	0.0	$90k	-10%	563.00	159.70	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$88k		1.2k	75.19	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$87k		1.4k	60.44	View chart
Abbott Laboratories Stock (ABT)	0.0	$85k		824.00	102.67	View chart
Ishares S&p 500 Index Etf (IVV)	0.0	$84k		129.00	653.21	View chart
Disney Walt Stock (DIS)	0.0	$84k	-27%	870.00	96.38	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$75k		3.0k	25.06	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$72k		800.00	89.86	View chart
Honeywell Intl Stock (HON)	0.0	$68k		301.00	226.03	View chart
Goldman Sachs Group Stock (GS)	0.0	$68k		80.00	845.99	View chart
Mckesson Corp Stock (MCK)	0.0	$68k		78.00	865.36	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$66k		307.00	215.06	View chart
Johnson & Johnson Stock (JNJ)	0.0	$63k		258.00	244.44	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$62k	+344%	888.00	69.75	View chart
D R Horton Stock (DHI)	0.0	$62k		450.00	137.22	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$60k		676.00	88.70	View chart
Vanguard Short Term Bond Etf (BSV)	0.0	$58k		737.00	78.41	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$57k		200.00	286.86	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$57k		1.2k	45.62	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$54k	+80%	90.00	597.56	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$54k		1.8k	29.14	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$50k		500.00	100.75	View chart
Ge Vernova Stock (GEV)	0.0	$50k	+256%	57.00	872.89	View chart
Regions Financial Corp Stock (RF)	0.0	$49k		1.9k	26.12	View chart
Eli Lilly & Co Stock (LLY)	0.0	$48k		52.00	919.77	View chart
3M Stock (MMM)	0.0	$48k		328.00	145.04	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$46k		1.8k	25.15	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$45k	-26%	303.00	148.10	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$43k		88.00	491.53	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$41k		1.3k	30.96	View chart
Corning Stock (GLW)	0.0	$41k		300.00	135.97	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$40k		320.00	126.35	View chart
Citigroup Stock (C)	0.0	$40k	+8%	355.00	113.40	View chart
Unitedhealth Group Stock (UNH)	0.0	$40k		146.00	270.59	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.0	$40k	-27%	273.00	144.71	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$39k		150.00	261.92	View chart
State Street Spdr Portfolio Corporate Bond Etf Etf (SPBO)	0.0	$39k	NEW	1.3k	29.03	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$38k		349.00	109.77	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$38k		26.00	1472.42	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$38k		288.00	131.25	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$38k		539.00	69.89	View chart
Advanced Micro Devices Stock (AMD)	0.0	$37k		184.00	203.43	View chart
Eaton Corp Stock (ETN)	0.0	$37k		103.00	357.67	View chart
Starbucks Corp Stock (SBUX)	0.0	$37k	+59%	409.00	89.59	View chart
Mastercard Stock (MA)	0.0	$36k	-12%	72.00	499.67	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$34k	NEW	666.00	51.23	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$34k		600.00	56.79	View chart
Intel Corp Stock (INTC)	0.0	$34k		769.00	44.13	View chart
Altria Group Stock (MO)	0.0	$33k		500.00	65.99	View chart
Cisco Sys Stock (CSCO)	0.0	$33k	+21%	420.00	77.59	View chart
Stryker Corp Stock (SYK)	0.0	$33k		99.00	328.59	View chart
Vanguard Energy Etf (VDE)	0.0	$32k	-5%	186.00	173.04	View chart
Realty Income Corp Reit (O)	0.0	$32k		525.00	61.18	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$32k	NEW	381.00	83.57	View chart
Union Pac Corp Stock (UNP)	0.0	$31k	-8%	129.00	242.62	View chart
Pepsico Stock (PEP)	0.0	$31k		199.00	155.29	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$31k		44.00	697.73	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$31k		321.00	95.62	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$30k	-55%	200.00	151.41	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$30k		252.00	118.51	View chart
Johnson Ctls Stock (JCI)	0.0	$30k		226.00	130.95	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$29k	-24%	3.6k	8.17	View chart
Synchrony Financial Stock (SYF)	0.0	$28k		407.00	68.02	View chart
Illinois Tool Wks Stock (ITW)	0.0	$27k		103.00	260.29	View chart
Conocophillips Stock (COP)	0.0	$26k		200.00	132.00	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$26k		245.00	106.01	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.0	$26k		711.00	35.96	View chart
Deere & Co Stock (DE)	0.0	$25k		45.00	563.31	View chart
Akre Focus Etf Etf (AKRE)	0.0	$25k		476.00	52.85	View chart
Ameriprise Financial Stock (AMP)	0.0	$25k		56.00	444.39	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$25k		565.00	44.02	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$24k		343.00	71.13	View chart
Intl Business Machines Stock (IBM)	0.0	$24k		99.00	242.39	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$23k		283.00	81.98	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$23k		253.00	90.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$23k		200.00	113.11	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$22k		356.00	62.45	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$22k		154.00	141.42	View chart
Trane Technologies Stock (TT)	0.0	$21k		51.00	416.75	View chart
Principal Financial Group Stock (PFG)	0.0	$21k		234.00	90.11	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$21k		210.00	99.86	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$21k		204.00	100.62	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$20k	+35%	866.00	22.68	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$20k	+90%	42.00	463.19	View chart
Delta Air Lines Stock (DAL)	0.0	$19k	NEW	282.00	66.48	View chart
Allstate Corp Stock (ALL)	0.0	$19k		90.00	207.34	View chart
Analog Devices Stock (ADI)	0.0	$19k		58.00	318.14	View chart
S&p Global Stock (SPGI)	0.0	$18k	-23%	43.00	425.35	View chart
Phillips 66 Stock (PSX)	0.0	$18k		100.00	182.18	View chart
T-mobile Us Stock (TMUS)	0.0	$18k	-59%	84.00	210.04	View chart
Constellation Energy Corp Stock (CEG)	0.0	$18k		63.00	279.25	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$17k		251.00	69.30	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.0	$17k	+8%	173.00	99.08	View chart
Suncor Energy Stock (SU)	0.0	$17k		257.00	66.11	View chart
Schwab Mortgage-backed Securities Etf Etf (SMBS)	0.0	$17k	+34%	655.00	25.55	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$17k	+16%	669.00	24.75	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$16k	-19%	82.00	198.29	View chart
Doubleline Shiller Cape U.s. Equities Etf Etf (CAPE)	0.0	$16k		519.00	30.85	View chart
Csx Corp Stock (CSX)	0.0	$14k		340.00	41.05	View chart
Ishares Inc Msci Germany Index Etf (EWG)	0.0	$14k		350.00	39.67	View chart
Boston Scientific Corp Stock (BSX)	0.0	$14k		220.00	62.75	View chart
At&t Stock (T)	0.0	$14k		465.00	28.99	View chart
Nextera Energy Stock (NEE)	0.0	$13k		144.00	92.88	View chart
Voya Financial Stock (VOYA)	0.0	$13k		190.00	68.32	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$13k	-26%	238.00	54.05	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$13k		109.00	117.66	View chart
Morgan Stanley Stock (MS)	0.0	$12k		72.00	164.57	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$12k		82.00	142.43	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$12k	+31%	305.00	38.26	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.0	$12k		31.00	370.68	View chart
Autodesk Stock (ADSK)	0.0	$12k		48.00	239.40	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$12k		68.00	168.85	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$11k		24.00	446.54	View chart
Raymond James Finl Stock (RJF)	0.0	$11k		74.00	144.78	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$10k		50.00	208.10	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$10k	NEW	105.00	97.91	View chart
Vanguard Mid Cap Etf (VO)	0.0	$9.8k		34.00	287.18	View chart
Huntington Bancshares Stock (HBAN)	0.0	$9.5k	+14%	604.00	15.65	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$9.4k		188.00	49.97	View chart
Illumina Stock (ILMN)	0.0	$9.2k	-61%	75.00	123.27	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$9.1k		148.00	61.26	View chart
Novartis Adr (NVS)	0.0	$9.0k		59.00	152.75	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$8.9k		133.00	67.00	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$8.8k	-49%	188.00	46.84	View chart
Blackrock Stock (BLK)	0.0	$8.7k	-50%	9.00	961.67	View chart
Occidental Pete Corp Stock (OXY)	0.0	$8.5k	-48%	130.00	65.00	View chart
Nuveen Mun Value Cef (NUV)	0.0	$8.3k	NEW	921.00	8.99	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$8.1k		116.00	69.90	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$8.0k		39.00	206.10	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$7.7k	-25%	110.00	70.18	View chart
Simon Property Group Reit (SPG)	0.0	$7.6k		41.00	186.54	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$7.5k	+21%	259.00	29.08	View chart
Target Corp Stock (TGT)	0.0	$7.5k	NEW	62.00	121.19	View chart
Fedex Corp Stock (FDX)	0.0	$7.1k		20.00	356.20	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$7.0k		93.00	75.10	View chart
Air Products And Chemicals Stock (APD)	0.0	$7.0k		24.00	290.50	View chart
Ishares Msci Canada Etf Etf (EWC)	0.0	$6.8k	NEW	125.00	54.79	View chart
Paychex Stock (PAYX)	0.0	$6.4k		70.00	92.11	View chart
Progressive Corp Stock (PGR)	0.0	$6.3k		32.00	198.25	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$6.2k		201.00	30.68	View chart
Hca Healthcare Stock (HCA)	0.0	$6.2k		13.00	473.23	View chart
Netflix Stock (NFLX)	0.0	$5.8k	+200%	60.00	96.15	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.0	$5.7k		146.00	38.96	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$5.5k	NEW	119.00	46.46	View chart
Cummins Stock (CMI)	0.0	$5.4k		10.00	538.00	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$5.3k		113.00	46.91	View chart
Health Care Reit Reit (WELL)	0.0	$4.9k		25.00	197.72	View chart
Vanguard Large Cap Etf (VV)	0.0	$4.8k		16.00	298.88	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$4.3k		36.00	118.64	View chart
Blackrock Muniyild Qult Cef (MQY)	0.0	$4.2k	NEW	385.00	10.98	View chart
Adobe Sys Stock (ADBE)	0.0	$4.1k	NEW	17.00	243.06	View chart
Texas Roadhouse Stock (TXRH)	0.0	$4.1k	NEW	25.00	165.16	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$4.1k	+335%	161.00	25.64	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$4.0k		166.00	23.81	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$3.9k	NEW	141.00	27.85	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$3.5k		40.00	88.15	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$3.5k	NEW	140.00	24.91	View chart
Health Care Ppty Invs Reit (DOC)	0.0	$3.5k		210.00	16.43	View chart
Waste Management Stock (WM)	0.0	$3.4k		15.00	229.80	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$3.2k	NEW	50.00	64.08	View chart
Carvana Co Cl A Stock (CVNA)	0.0	$3.1k	NEW	10.00	314.40	View chart
Digitalocean Hldgs Stock (DOCN)	0.0	$3.0k		35.00	85.77	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$2.9k	+91%	90.00	32.43	View chart
Southwest Airls Stock (LUV)	0.0	$2.8k	NEW	75.00	37.57	View chart
Borg Warner Automotive Stock (BWA)	0.0	$2.7k	NEW	50.00	54.26	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$2.7k	+587%	55.00	48.93	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.4k		4.00	604.50	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$2.4k	NEW	25.00	96.48	View chart
First Tr Sr Fltg Rate Income F Cef (FCT)	0.0	$2.4k	NEW	250.00	9.64	View chart
Seagate Technology Stock (STX)	0.0	$2.4k		6.00	391.83	View chart
American Bitcoin Corp. Com Cl A Stock (ABTC)	0.0	$2.3k	+107%	2.5k	0.92	View chart
Mexico Cef (MXF)	0.0	$2.3k	NEW	108.00	20.93	View chart
Banc Of California Stock (BANC)	0.0	$2.2k		125.00	17.58	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$2.2k		189.00	11.50	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$2.2k		6.00	359.00	View chart
Petroleo Brasileiro Sa Petrobras Adr (PBR)	0.0	$2.1k	NEW	100.00	20.75	View chart
Ford Motor Company Stock (F)	0.0	$2.0k	NEW	175.00	11.54	View chart
Vale S A Adr (VALE)	0.0	$2.0k	NEW	125.00	15.91	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$1.9k		20.00	93.75	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$1.8k		24.00	77.08	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$1.8k	-49%	37.00	49.38	View chart
Truist Finl Corp Stock (TFC)	0.0	$1.8k		39.00	45.97	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$1.8k	-49%	389.00	4.60	View chart
European Equity Cef (EEA)	0.0	$1.7k	NEW	170.00	9.89	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$1.6k	+455%	50.00	32.96	View chart
Abrdn Emerging Markets Ex Chin Cef (AEF)	0.0	$1.6k	NEW	213.00	7.29	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.4k	NEW	7.00	197.29	View chart
General Dynamics Corp Stock (GD)	0.0	$1.4k		4.00	343.25	View chart
Dws Mun Income Tr Cef (KTF)	0.0	$1.4k	NEW	150.00	9.10	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.3k		18.00	73.67	View chart
Emerson Elec Stock (EMR)	0.0	$1.3k		10.00	131.00	View chart
Twenty One Cap Inc Com Shs Cl A Stock (XXI)	0.0	$1.2k	+108%	192.00	6.40	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$1.2k		30.00	38.43	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$1.1k	-79%	15.00	76.13	View chart
Hormel Foods Corp Stock (HRL)	0.0	$1.1k	NEW	50.00	22.66	View chart
Armada Acquisition Corp Ii Com Cl A Stock (XRPN)	0.0	$1.0k	NEW	100.00	10.31	View chart
Rex-osprey Xrp Etf Etf (XRPR)	0.0	$992.997000		90.00	11.03	View chart
Brighthouse Finl Stock (BHF)	0.0	$958.000000		16.00	59.88	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$948.998400	-67%	46.00	20.63	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$840.999600	NEW	18.00	46.72	View chart
Snowflake Stock (SNOW)	0.0	$754.000000		5.00	150.80	View chart
Canary Xrp Etf Etf (XRPC)	0.0	$700.998900		49.00	14.31	View chart
Phinia Stock (PHIN)	0.0	$684.000000	NEW	10.00	68.40	View chart
Abrdn Global Infra Income Fund Com Shs Ben Int Cef (ASGI)	0.0	$647.999200	NEW	29.00	22.34	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$639.000000	NEW	24.00	26.62	View chart
Grail Stock (GRAL)	0.0	$620.000400		12.00	51.67	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$556.000200		6.00	92.67	View chart
Prosperity Bancshares Stock (PB)	0.0	$537.000000	NEW	8.00	67.12	View chart
Blackrock Muniholdings Cef (MHD)	0.0	$518.999600	NEW	46.00	11.28	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$509.999600	-64%	11.00	46.36	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.0	$494.000000	-57%	19.00	26.00	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$403.000000		8.00	50.38	View chart
Avanos Med Stock (AVNS)	0.0	$392.000000	NEW	28.00	14.00	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$376.000000		8.00	47.00	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$371.000000		4.00	92.75	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$344.000000	+77%	16.00	21.50	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$311.000200	-63%	7.00	44.43	View chart
Ishares Mbs Bond Etf Etf (MBB)	0.0	$285.000000	-25%	3.00	95.00	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.0	$253.000300	NEW	7.00	36.14	View chart
Cleveland-cliffs Stock (CLF)	0.0	$211.000000	NEW	25.00	8.44	View chart
Ishares Bb Rated Corporate Bond Etf Etf (HYBB)	0.0	$186.000000		4.00	46.50	View chart
Invesco S&p 500 Downside Hedged Etf Etf (PHDG)	0.0	$151.000000		4.00	37.75	View chart
Ambev Sa Adr (ABEV)	0.0	$146.000000	NEW	50.00	2.92	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$142.000000	-60%	2.00	71.00	View chart
Amarin Corp Adr (AMRN)	0.0	$129.999600		9.00	14.44	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$115.000000	NEW	5.00	23.00	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	0.0	$113.000000		4.00	28.25	View chart
Orion Properties Reit (ONL)	0.0	$47.000800		22.00	2.14	View chart
Viatris Stock (VTRS)	0.0	$41.000100	NEW	3.00	13.67	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.0	$27.000000	NEW	1.00	27.00	View chart
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ)	0.0	$23.000000	NEW	1.00	23.00	View chart

Past Filings by Creative Capital Management Investments

SEC 13F filings are viewable for Creative Capital Management Investments going back to 2022

Creative Capital Management Investments 2026 Q1 filed April 21, 2026
Creative Capital Management Investments 2025 Q4 filed Jan. 23, 2026
Creative Capital Management Investments 2025 Q3 filed Oct. 23, 2025
Creative Capital Management Investments 2025 Q2 filed July 21, 2025
Creative Capital Management Investments 2025 Q1 filed April 18, 2025
Creative Capital Management Investments 2024 Q4 filed Jan. 31, 2025
Creative Capital Management Investments 2024 Q3 filed Oct. 29, 2024
Creative Capital Management Investments 2024 Q2 filed July 25, 2024
Creative Capital Management Investments 2024 Q1 filed April 23, 2024
Creative Capital Management Investments 2023 Q1 restated filed April 22, 2024
Creative Capital Management Investments 2023 Q2 restated filed April 22, 2024
Creative Capital Management Investments 2023 Q3 restated filed April 22, 2024
Creative Capital Management Investments 2023 Q4 filed Feb. 6, 2024
Creative Capital Management Investments 2023 Q3 filed Oct. 25, 2023
Creative Capital Management Investments 2023 Q2 filed July 25, 2023
Creative Capital Management Investments 2023 Q1 filed April 24, 2023

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