Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Creative Capital Management Investments

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

Top 5 stock holdings are DFAC, DFAX, DFCF, AVUV, DFGR, and represent 72.99% of Creative Capital Management Investments's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAX, DFCF, DFGR, DFAE, IJH, DFSI, DFSU, WMT, DFSE.
Started 16 new stock positions in LMT, VEU, AVMU, USFR, BIIB, SHV, OXY, IWD, SHYG, PFF. ILCG, IGIB, XAR, BND, LDOS, CGDV.
Reduced shares in these 10 stocks: MINT, HD, PNW, Etf Managers Tr etho climate l, HSY, SRE, , PRF, AMZN, RXST.
Sold out of its positions in ACM, APA, CI, CVS, COP, DHI, DTM, Etf Managers Tr etho climate l, HSY, HLT. ORLY, PNW, SLB, VSAT.
Creative Capital Management Investments was a net buyer of stock by $14M.
Creative Capital Management Investments has $194M in assets under management (AUM), dropping by 11.82%.
Central Index Key (CIK): 0001957363

Tip: Access up to 7 years of quarterly data

Positions held by Creative Capital Management Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Creative Capital Management Investments

Creative Capital Management Investments holds 214 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	19.5	$38M	+13%	1.2M	31.95	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	18.2	$35M	+11%	1.4M	25.44	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	15.2	$30M	+10%	702k	41.95	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	13.8	$27M		286k	93.71	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	6.3	$12M	+13%	478k	25.53	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.9	$11M	+7%	458k	24.72	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	3.6	$7.0M		182k	38.47	View chart
Apple Stock (AAPL)	2.3	$4.4M		26k	171.48	View chart
Ishares California Muni Bond Etf Etf (CMF)	1.6	$3.1M	+2%	54k	57.54	View chart
Amazon.com Stock (AMZN)	0.9	$1.8M		10k	180.38	View chart
Microsoft Stock (MSFT)	0.8	$1.5M		3.5k	420.77	View chart
Nvidia Corp Stock (NVDA)	0.7	$1.4M		1.6k	903.56	View chart
Ishares Tips Bond Etf Etf (TIP)	0.7	$1.4M		13k	107.41	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.7	$1.3M		2.00	634440.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$1.1M		4.4k	259.90	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.5	$1.0M	-15%	10k	100.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.0M		2.4k	420.52	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.5	$909k		23k	39.28	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.5	$886k		18k	50.60	View chart
Qualcomm Stock (QCOM)	0.4	$799k	+6%	4.7k	169.30	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.3	$667k		13k	51.78	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.3	$646k		11k	57.96	View chart
Home Depot Stock (HD)	0.2	$475k	-25%	1.2k	383.60	View chart
Spdr S&p 500 Etf Etf (SPY)	0.2	$413k	+12%	790.00	523.07	View chart
Visa Stock (V)	0.2	$398k		1.4k	279.08	View chart
Google Stock (GOOGL)	0.2	$359k		2.4k	150.93	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$322k	+87%	9.4k	34.41	View chart
Take-two Interactive Software Stock (TTWO)	0.2	$318k		2.1k	148.49	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$298k	+427%	4.9k	60.74	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.2	$298k		12k	24.48	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$287k	+385%	8.5k	33.67	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.1	$282k		4.0k	69.82	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$267k	+3%	3.3k	79.86	View chart
Tesla Stock (TSLA)	0.1	$260k		1.5k	175.79	View chart
L3harris Technologies Stock (LHX)	0.1	$258k		1.2k	213.10	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$253k		750.00	337.05	View chart
Abbvie Stock (ABBV)	0.1	$242k		1.3k	182.10	View chart
Costco Wholesale Corp Stock (COST)	0.1	$241k		329.00	732.63	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$240k		3.9k	61.05	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.1	$238k	+61%	7.4k	32.20	View chart
Mcdonalds Corp Stock (MCD)	0.1	$219k		777.00	282.01	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.1	$183k		1.8k	100.81	View chart
Lululemon Athletica Stock (LULU)	0.1	$179k	-12%	459.00	390.65	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$171k		1.5k	116.24	View chart
Automatic Data Processing Stock (ADP)	0.1	$163k		653.00	249.69	View chart
Rtx Corporation Stock (RTX)	0.1	$162k		1.7k	97.53	View chart
Walmart Stock (WMT)	0.1	$148k	+192%	2.5k	60.17	View chart
Merck & Co Stock (MRK)	0.1	$147k	+32%	1.1k	131.95	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.1	$144k		6.8k	21.15	View chart
Procter And Gamble Stock (PG)	0.1	$138k		850.00	162.25	View chart
Chevron Corp Stock (CVX)	0.1	$135k		857.00	157.74	View chart
Rxsight Stock (RXST)	0.1	$133k	-19%	2.6k	51.58	View chart
Disney Walt Stock (DIS)	0.1	$132k		1.1k	122.36	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.1	$127k	+42%	2.6k	48.09	View chart
Intel Corp Stock (INTC)	0.1	$120k	-13%	2.7k	44.18	View chart
Carrier Global Corporation Stock (CARR)	0.1	$110k		1.9k	58.13	View chart
Lowes Cos Stock (LOW)	0.1	$109k		427.00	254.73	View chart
Abbott Labs Stock (ABT)	0.1	$107k		937.00	113.66	View chart
Honeywell Intl Stock (HON)	0.1	$106k		515.00	205.38	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$104k		1.7k	60.30	View chart
Dte Energy Stock (DTE)	0.1	$103k		914.00	112.19	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$102k	+8%	920.00	110.52	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$101k		1.2k	84.09	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$94k		947.00	99.27	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$92k		1.6k	57.23	View chart
Eaton Corp Stock (ETN)	0.0	$85k		272.00	312.68	View chart
Caterpillar Stock (CAT)	0.0	$84k		228.00	366.43	View chart
Pfizer Stock (PFE)	0.0	$83k		3.0k	27.75	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$79k		1.1k	70.00	View chart
Unitedhealth Group Stock (UNH)	0.0	$79k		160.00	494.70	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$79k		163.00	485.58	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$79k		1.5k	54.23	View chart
Avago Technologies Stock (AVGO)	0.0	$74k		56.00	1325.41	View chart
Sempra Energy Stock (SRE)	0.0	$67k	-48%	928.00	71.83	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.0	$65k		1.2k	56.40	View chart
Starbucks Corp Stock (SBUX)	0.0	$64k		695.00	91.39	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$63k		300.00	210.30	View chart
Fedex Corp Stock (FDX)	0.0	$61k		209.00	289.56	View chart
Garmin Stock (GRMN)	0.0	$60k		400.00	148.87	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$56k		1.2k	45.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$54k		267.00	200.30	View chart
Technology Select Sector Spdr Etf (XLK)	0.0	$50k		242.00	208.27	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$50k		413.00	120.99	View chart
Nike Inc Class B Stock (NKE)	0.0	$48k	-9%	505.00	93.98	View chart
Micron Technology Stock (MU)	0.0	$46k		390.00	117.89	View chart
Johnson & Johnson Stock (JNJ)	0.0	$45k		286.00	158.19	View chart
At&t Stock (T)	0.0	$45k		2.6k	17.60	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$44k		1.8k	23.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$42k		456.00	92.81	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$42k	NEW	577.00	72.63	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$41k		375.00	108.23	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.0	$41k		531.00	76.38	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$40k		396.00	101.41	View chart
Mastercard Stock (MA)	0.0	$40k		82.00	481.57	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$39k		4.7k	8.35	View chart
Intl Business Machines Stock (IBM)	0.0	$39k	+56%	204.00	190.96	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.0	$38k		1.3k	29.21	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$38k		349.00	109.59	View chart
Eli Lilly & Co Stock (LLY)	0.0	$38k		49.00	777.96	View chart
Avantis Core Municipal Fixed Income Etf Etf (AVMU)	0.0	$37k	NEW	800.00	46.58	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.0	$36k	-24%	991.00	36.54	View chart
Union Pac Corp Stock (UNP)	0.0	$35k		141.00	245.93	View chart
T-mobile Us Stock (TMUS)	0.0	$34k		205.00	163.22	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$31k		406.00	76.36	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$30k		539.00	54.80	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$29k		56.00	524.34	View chart
3M Stock (MMM)	0.0	$29k		270.00	106.07	View chart
Illinois Tool Wks Stock (ITW)	0.0	$28k		103.00	268.33	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$26k		198.00	131.98	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$26k		321.00	79.91	View chart
Valero Energy Corp Stock (VLO)	0.0	$26k		150.00	170.69	View chart
Stryker Corp Stock (SYK)	0.0	$25k		71.00	357.87	View chart
Ge Aerospace Stock (GE)	0.0	$25k		143.00	175.53	View chart
Ameriprise Financial Stock (AMP)	0.0	$25k		56.00	438.45	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$24k	-8%	2.1k	11.48	View chart
Cisco Sys Stock (CSCO)	0.0	$22k	-47%	438.00	49.91	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$22k		128.00	169.37	View chart
Oracle Corporation Stock (ORCL)	0.0	$21k		170.00	125.61	View chart
Verizon Communications Stock (VZ)	0.0	$21k		500.00	41.96	View chart
Veralto Corp Stock (VLTO)	0.0	$21k		233.00	88.66	View chart
Biogen Stock (BIIB)	0.0	$20k	NEW	92.00	215.63	View chart
Tjx Cos Stock (TJX)	0.0	$19k		190.00	101.42	View chart
Celanese Corp Del Stock (CE)	0.0	$19k		111.00	171.86	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$19k		27.00	698.56	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$19k		204.00	91.25	View chart
Deere & Co Stock (DE)	0.0	$19k		45.00	410.73	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$19k		160.00	115.35	View chart
S&p Global Stock (SPGI)	0.0	$18k		43.00	425.44	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$18k		154.00	114.96	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$17k	NEW	520.00	32.50	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$17k		200.00	84.44	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$17k		29.00	581.21	View chart
Synchrony Financial Stock (SYF)	0.0	$17k		390.00	43.12	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$17k	NEW	220.00	75.48	View chart
Occidental Pete Corp Stock (OXY)	0.0	$16k	NEW	253.00	64.99	View chart
Danaher Corp Stock (DHR)	0.0	$16k		65.00	249.72	View chart
Trane Technologies Stock (TT)	0.0	$15k		51.00	300.20	View chart
Boston Scientific Corp Stock (BSX)	0.0	$15k		220.00	68.49	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$15k		1.3k	11.02	View chart
Voya Financial Stock (VOYA)	0.0	$14k		190.00	73.92	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.0	$14k		104.00	130.73	View chart
Csx Corp Stock (CSX)	0.0	$13k		340.00	37.07	View chart
Centene Corp Del Stock (CNC)	0.0	$13k		160.00	78.48	View chart
Autodesk Stock (ADSK)	0.0	$13k		48.00	260.42	View chart
Advanced Micro Devices Stock (AMD)	0.0	$13k		69.00	180.49	View chart
Realty Income Corp Reit (O)	0.0	$12k		225.00	54.10	View chart
Constellation Energy Corp Stock (CEG)	0.0	$12k		63.00	184.86	View chart
Analog Devices Stock (ADI)	0.0	$12k		58.00	197.79	View chart
Las Vegas Sands Corp Stock (LVS)	0.0	$11k		220.00	51.70	View chart
Martin Marietta Matls Stock (MLM)	0.0	$11k		18.00	613.94	View chart
Novartis Adr (NVS)	0.0	$11k		112.00	96.73	View chart
Target Corp Stock (TGT)	0.0	$11k		60.00	178.07	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$11k		145.00	72.34	View chart
Illumina Stock (ILMN)	0.0	$10k		75.00	137.32	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$10k		24.00	418.00	View chart
Equinix Reit (EQIX)	0.0	$9.9k		12.00	825.33	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$9.8k		39.00	251.69	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.0	$9.8k		323.00	30.22	View chart
Suncor Energy Stock (SU)	0.0	$9.5k		257.00	36.91	View chart
Nextera Energy Stock (NEE)	0.0	$9.2k		144.00	63.91	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$8.9k		35.00	254.86	View chart
Paychex Stock (PAYX)	0.0	$8.6k		70.00	122.80	View chart
Amgen Stock (AMGN)	0.0	$8.2k		29.00	284.31	View chart
Exelon Corp Stock (EXC)	0.0	$7.5k		200.00	37.57	View chart
Bank America Corp Stock (BAC)	0.0	$7.5k		198.00	37.92	View chart
Huntsman Corp Stock (HUN)	0.0	$7.2k		277.00	26.03	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$7.2k		35.00	205.97	View chart
Boeing Stock (BA)	0.0	$6.9k		36.00	193.00	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$6.9k		20.00	346.60	View chart
Morgan Stanley Stock (MS)	0.0	$6.8k		72.00	94.17	View chart
Sylvamo Corp Stock (SLVM)	0.0	$6.7k		109.00	61.74	View chart
Powershares Qqq Tr Etf (QQQ)	0.0	$6.7k		15.00	444.00	View chart
Progressive Corp Stock (PGR)	0.0	$6.6k		32.00	206.81	View chart
HP Stock (HPQ)	0.0	$6.2k		206.00	30.22	View chart
Air Prods & Chems Stock (APD)	0.0	$5.8k		24.00	242.25	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$5.4k		617.00	8.73	View chart
Simon Property Group Reit (SPG)	0.0	$5.2k		33.00	156.48	View chart
Palo Alto Networks Stock (PANW)	0.0	$4.8k		17.00	284.12	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$4.7k		28.00	169.21	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$4.1k		51.00	80.63	View chart
Health Care Ppty Invs Reit (DOC)	0.0	$3.9k		210.00	18.75	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$3.6k	NEW	20.00	179.10	View chart
Generac Hldgs Stock (GNRC)	0.0	$3.4k		27.00	126.15	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$3.3k	NEW	57.00	58.65	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$2.8k		31.00	90.90	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$2.1k		36.00	57.61	View chart
Banc Of California Stock (BANC)	0.0	$1.9k		125.00	15.21	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$1.9k	NEW	17.00	110.53	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$1.9k		106.00	17.73	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$1.8k	NEW	4.00	454.75	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$1.8k	NEW	36.00	50.28	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$1.7k	NEW	12.00	140.50	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$1.6k	NEW	37.00	42.54	View chart
Dolby Laboratories Stock (DLB)	0.0	$1.5k		18.00	83.78	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$1.4k	NEW	28.00	51.61	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$1.1k	NEW	33.00	32.24	View chart
Netease.com Adr (NTES)	0.0	$1.0k		10.00	103.50	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$667.000000		2.00	333.50	View chart
Organon & Co Stock (OGN)	0.0	$658.000000		35.00	18.80	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$625.000000		20.00	31.25	View chart
Kyndryl Hldgs Stock (KD)	0.0	$565.999200		26.00	21.77	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$400.999900		7.00	57.29	View chart
Moodys Corp Stock (MCO)	0.0	$393.000000		1.00	393.00	View chart
Viatris Stock (VTRS)	0.0	$382.000000	-75%	32.00	11.94	View chart
Kenvue Stock (KVUE)	0.0	$343.000000		16.00	21.44	View chart
Icon Stock (ICLR)	0.0	$336.000000		1.00	336.00	View chart
Zimvie Stock (ZIMV)	0.0	$313.000300		19.00	16.47	View chart
Schwab Fundamental Us Small Co. Index Etf Etf (FNDA)	0.0	$171.000000		3.00	57.00	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$165.001500		185.00	0.89	View chart
Liberty Broadband Corp Com Ser A Stock (LBRDA)	0.0	$114.000000		2.00	57.00	View chart
Neogen Corp Stock (NEOG)	0.0	$94.999800		6.00	15.83	View chart
Orion Office Reit Reit (ONL)	0.0	$77.000000		22.00	3.50	View chart
Lsb Inds Stock (LXU)	0.0	$9.000000		1.00	9.00	View chart
Leidos Holdings Stock (LDOS)	0.0	$0	NEW	0	0.00	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 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
Creative Capital Management Investments 2022 Q4 filed Jan. 13, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z