Creative Financial Designs

Latest statistics and disclosures from Creative Financial Designs's latest quarterly 13F-HR filing:

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Positions held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Creative Financial Designs

Companies in the Creative Financial Designs portfolio as of the March 2021 quarterly 13F filing

Creative Financial Designs has 1323 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG) 4.2 $21M +9% 86k 250.01
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 4.0 $20M +19% 229k 88.73
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 2.8 $15M +6% 39k 378.15
Ishares Msci Eafe Growth Etf Etf (EFG) 2.3 $12M +41% 119k 100.46
Vanguard Value Index Fund Etf (VTV) 2.3 $12M 89k 131.46
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 2.0 $11M +3% 393k 26.63
Inspire 100 Etf Etf (BIBL) 2.0 $10M +7% 264k 39.03
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 2.0 $10M +18% 124k 82.50
Ishares Russell Top 200 Etf Etf (IWL) 2.0 $10M +57% 107k 94.73
Amazon Stock (AMZN) 1.9 $9.8M +4% 3.2k 3093.98
Apple Stock (AAPL) 1.9 $9.5M +3% 78k 122.14
Ishares Core S&p U.s. Value Etf Etf (IUSV) 1.8 $9.3M +20% 134k 68.90
Inspire Corporate Bond Impact Etf Etf (IBD) 1.8 $9.1M +4% 350k 25.87
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.7 $8.5M +3% 272k 31.31
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 1.6 $8.2M +30% 160k 51.31
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 1.5 $7.6M +23% 145k 52.75
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 1.4 $7.3M +20% 142k 51.29
Inspire Global Hope Etf Etf (BLES) 1.4 $7.2M +7% 199k 36.27
Inspire Small/mid Cap Impact Etf Etf (ISMD) 1.3 $6.9M 194k 35.59
Vanguard High Dividend Yield Etf (VYM) 1.3 $6.7M +10% 67k 101.08
Fidelity Total Bond Etf Etf (FBND) 1.3 $6.6M -4% 126k 52.41
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.2 $6.3M +2% 129k 49.11
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 1.2 $6.0M +3% 60k 100.13
Invesco S&p Midcap Momentum Etf Etf (XMMO) 1.0 $5.0M +44% 60k 83.82
Vanguard Growth Etf Etf (VUG) 0.9 $4.7M -2% 18k 257.04
Vanguard Extended Market Index Fund Etf (VXF) 0.9 $4.6M -27% 26k 176.91
Pacer Trendpilot Us Bond Etf Etf (PTBD) 0.8 $4.2M +8% 152k 27.27
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.8 $4.0M +17% 75k 53.95
Timothy Plan High Dividend Stock Etf Etf (TPHD) 0.7 $3.8M +2% 131k 28.95
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.7 $3.7M +3% 71k 52.04
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $3.2M -78% 63k 50.75
Invesco Qqq Trust Etf (QQQ) 0.6 $3.2M 10k 319.15
Spdr S&p Kensho Intelligent Structures Etf Etf (SIMS) 0.6 $3.1M 68k 45.44
Ishares Moderate Allocation Fund Etf (AOM) 0.6 $3.0M +5856% 70k 43.55
Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) 0.6 $3.0M NEW 42k 72.08
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.6 $3.0M +7% 76k 39.48
First Trust Dorsey Wright Dynamic Focus 5 Etf Etf (FVC) 0.6 $2.9M +4% 84k 34.20
Vanguard Small Cap Growth Etf Etf (VBK) 0.6 $2.9M -69% 10k 274.69
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.5 $2.8M +11% 50k 54.63
Spdr S&p 500 Etf Etf (SPY) 0.5 $2.7M 6.9k 396.36
Ishares Morningstar Small-cap Growth Etf Etf (ISCG) 0.5 $2.6M NEW 8.7k 300.49
Pacer Trendpilot 100 Etf (PTNQ) 0.5 $2.5M +5% 47k 52.39
Vanguard Mega Cap Growth Etf Etf (MGK) 0.5 $2.5M +3% 12k 207.05
Schwab Intermediate-term U.s. Treasury Etf Etf (SCHR) 0.5 $2.4M +10% 42k 56.41
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.5 $2.3M +39% 89k 26.19
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.5 $2.3M NEW 36k 63.91
Vanguard S&p 500 Etf Etf (VOO) 0.4 $2.3M +4% 6.2k 364.35
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.4 $2.2M 14k 160.86
Us Bancorp Del Stock (USB) 0.4 $2.2M +3% 39k 55.30
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.4 $2.2M +8% 48k 44.64
First Trust Value Line Dividend Fund Etf (FVD) 0.4 $2.2M +4% 57k 37.98
Public Storage Reit (PSA) 0.4 $2.1M 8.6k 246.78
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $2.1M -2% 1.0k 2062.26
Vanguard Information Technology Index Fund Etf (VGT) 0.4 $2.1M +4% 5.8k 358.45
Fs Kkr Cap Corp Ii Stock 0.4 $2.1M +9% 106k 19.53
General Dynamics Corp Stock (GD) 0.4 $2.1M 11k 181.56
Ishares Core Dividend Growth Etf Etf (DGRO) 0.4 $2.0M +2% 42k 48.26
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $2.0M -53% 28k 72.03
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.4 $2.0M 16k 125.57
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.4 $2.0M +21% 22k 90.88
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.4 $2.0M 16k 125.35
Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $1.9M 5.8k 330.38
Vanguard Small-cap Value Index Fund Etf (VBR) 0.4 $1.9M 11k 165.61
Kellogg Stock (K) 0.4 $1.8M +2% 29k 63.31
Biogen Stock (BIIB) 0.4 $1.8M +32% 6.5k 279.70
First Trust Technology Alphadex Fund Etf (FXL) 0.3 $1.7M +11% 15k 113.61
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.3 $1.7M NEW 7.3k 234.98
Microsoft Corp Stock (MSFT) 0.3 $1.7M +9% 7.1k 235.76
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.3 $1.6M 7.5k 218.13
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.3 $1.6M +6% 44k 36.19
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $1.6M +6% 21k 77.48
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.3 $1.6M NEW 31k 50.97
First Trust Capital Strength Etf Etf (FTCS) 0.3 $1.6M +2% 22k 70.82
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $1.5M 17k 93.06
Pacer Cfra-stovall Equal Weight Seasonal Rotation Etf Etf (SZNE) 0.3 $1.5M +8% 43k 35.50
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.3 $1.5M -3% 5.7k 260.25
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Etf (NXTG) 0.3 $1.4M +6% 19k 73.06
First Trust Health Care Alphadex Fund Etf (FXH) 0.3 $1.3M +11% 12k 108.58
Tesla Stock (TSLA) 0.3 $1.3M +7% 2.0k 667.85
Emerson Elec Stock (EMR) 0.2 $1.3M -4% 14k 90.23
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.2 $1.2M -17% 27k 45.82
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $1.2M +15% 12k 107.86
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $1.2M +34% 26k 46.59
Ishares Mbs Etf Etf (MBB) 0.2 $1.2M +65% 11k 108.42
Vanguard Utilities Index Fund Etf (VPU) 0.2 $1.2M +7% 8.5k 140.49
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.2 $1.2M 3.5k 341.43
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $1.2M 22k 53.35
Fidelity Msci Consumer Discretionary Index Et Etf (FDIS) 0.2 $1.2M +22% 15k 76.35
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $1.1M -5% 7.7k 147.13
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $1.1M -11% 2.8k 397.66
Chevron Corp Stock (CVX) 0.2 $1.1M +5% 10k 104.83
Royal Bk Cda Stock (RY) 0.2 $1.1M +34% 11k 92.21
Caterpillar Stock (CAT) 0.2 $1.0M 4.5k 231.82
Vanguard Small-cap Index Fund Etf (VB) 0.2 $1.0M +6% 4.8k 214.09
Vanguard Short Term Infl-protected Etf (VTIP) 0.2 $1.0M +5% 20k 51.54
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $1.0M +6% 19k 52.39
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $983k 8.8k 111.97
Shopify Inc Cl A Stock (SHOP) 0.2 $976k 882.00 1106.58
Jpmorgan Chase & Co Stock (JPM) 0.2 $967k +20% 6.4k 152.28
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $962k -2% 465.00 2068.82
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.2 $949k NEW 19k 51.35
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $941k +37% 19k 49.04
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.2 $940k +4% 8.6k 108.88
Pinterest Inc Cl A Stock (PINS) 0.2 $933k +4% 13k 74.05
Verizon Communications Stock (VZ) 0.2 $930k +14% 16k 58.14
Cvs Health Corp Stock (CVS) 0.2 $927k +3% 12k 75.21
Home Depot Stock (HD) 0.2 $923k 3.0k 305.12
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.2 $905k NEW 31k 29.24
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 0.2 $904k +7% 26k 34.74
Southern Stock (SO) 0.2 $889k -3% 14k 62.17
Intel Corp Stock (INTC) 0.2 $884k +104% 14k 64.01
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $876k 6.6k 132.89
Nvidia Corporation Stock (NVDA) 0.2 $858k +6% 1.6k 534.25
Broadcom Stock (AVGO) 0.2 $842k 1.8k 463.40
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.2 $830k +2% 8.7k 95.73
Disney Walt Stock (DIS) 0.2 $817k +7% 4.4k 184.59
Procter And Gamble Stock (PG) 0.2 $805k +20% 5.9k 135.45
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $804k +66% 6.2k 129.76
Honeywell Intl Stock (HON) 0.2 $801k -3% 3.7k 217.07
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.2 $796k +7% 14k 56.14
Medtronic Stock (MDT) 0.2 $793k +75% 6.7k 118.20
Vaneck Vectors Short Muni Etf Etf (SMB) 0.2 $771k +13% 43k 18.04
Vanguard Mid-cap Index Fund Etf (VO) 0.2 $771k +11% 3.5k 221.23
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $764k +32% 38k 20.16
First Trust Energy Alphadex Fund Etf (FXN) 0.1 $753k +11% 74k 10.12
Duke Energy Corp Stock (DUK) 0.1 $753k +10% 7.8k 96.50
Alibaba Group Hldg Adr (BABA) 0.1 $751k +3% 3.3k 226.75
L3harris Technologies Stock (LHX) 0.1 $747k +16% 3.7k 202.66
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $735k -6% 13k 57.14
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC) 0.1 $727k 22k 32.92
Chubb Stock (CB) 0.1 $726k -5% 4.6k 158.00
At&t Stock (T) 0.1 $725k 24k 30.28
Becton Dickinson & Co Stock (BDX) 0.1 $723k +11% 3.0k 243.27
Salesforce Stock (CRM) 0.1 $713k +3% 3.4k 211.95
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $710k -14% 9.5k 75.10
Ishares Conservative Allocation Fund Etf (AOK) 0.1 $701k +65% 18k 38.62
Texas Instrs Stock (TXN) 0.1 $694k +15% 3.7k 188.84
Ishares Msci Eafe Value Index Etf Etf (EFV) 0.1 $686k +2946% 14k 50.94
Columbia Diversified Fixed Income Allocation Etf Etf (DIAL) 0.1 $681k +31% 32k 21.11
Lilly Eli & Co Stock (LLY) 0.1 $674k -5% 3.6k 186.81
Lowes Cos Stock (LOW) 0.1 $662k -14% 3.5k 190.07
Fs Kkr Cap Corp Cef (FSK) 0.1 $650k +11% 33k 19.84
Ishares Russell Mid-cap Etf Etf (IWR) 0.1 $650k -12% 8.8k 73.93
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $636k +45% 9.7k 65.31
Ishares National Muni Bond Etf Etf (MUB) 0.1 $624k +27% 5.4k 116.01
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $613k +4% 6.7k 91.60
Ishares Expanded Tech Sector Etf Etf (IGM) 0.1 $596k +5% 1.7k 360.99
Marsh & Mclennan Cos Stock (MMC) 0.1 $586k +43672% 4.8k 121.70
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf (VSS) 0.1 $579k +10% 4.5k 128.38
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB) 0.1 $573k NEW 8.6k 66.68
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $571k -19% 2.2k 255.60
Ishares S&p Small-cap Fund Etf (IJR) 0.1 $560k 5.2k 108.53
Boeing Stock (BA) 0.1 $546k +8% 2.1k 254.66
Facebook Inc Cl A Stock (FB) 0.1 $545k +6% 1.9k 294.44
Abbvie Stock (ABBV) 0.1 $544k +7% 5.0k 108.13
Ishares Micro-cap Etf Etf (IWC) 0.1 $541k -8% 3.7k 146.93
Aflac Stock (AFL) 0.1 $533k 10k 51.20
Parker-hannifin Corp Stock (PH) 0.1 $532k 1.7k 315.17
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.1 $531k +13% 3.3k 160.42
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $526k -88% 7.6k 69.23
Spdr Gold Etf Etf (GLD) 0.1 $524k +33% 3.3k 160.10
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.1 $516k +138% 11k 49.04
Johnson & Johnson Stock (JNJ) 0.1 $510k -7% 3.1k 164.36
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $509k -10% 7.8k 65.06
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $508k -7% 5.0k 102.46
Amgen Stock (AMGN) 0.1 $506k -12% 2.0k 248.53
Merck & Co Stock (MRK) 0.1 $498k +13% 6.5k 77.04
Simon Ppty Group Reit (SPG) 0.1 $489k 4.3k 113.75
Coca Cola Stock (KO) 0.1 $482k +9% 9.1k 52.76
Paychex Stock (PAYX) 0.1 $480k +5% 4.9k 98.00
Spdr S&p Biotech Etf Etf (XBI) 0.1 $472k +41% 3.5k 135.67
Air Prods & Chems Stock (APD) 0.1 $469k +5% 1.7k 281.34
Grainger W W Stock (GWW) 0.1 $468k +7% 1.2k 400.68
Davis Select Worldwide Etf Etf (DWLD) 0.1 $464k +2% 14k 33.79
Delta Air Lines Inc Del Stock (DAL) 0.1 $462k +7% 9.6k 48.31
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.1 $460k +8% 11k 40.73
Walmart Stock (WMT) 0.1 $454k +26% 3.3k 135.68
Dover Corp Stock (DOV) 0.1 $452k 3.3k 137.01
International Flavors&fragranc Stock (IFF) 0.1 $448k -53% 3.2k 139.61
Okta Inc Cl A Stock (OKTA) 0.1 $445k -6% 2.0k 220.62
Ishares Tips Bond Etf Etf (TIP) 0.1 $445k +19% 3.5k 125.46
Cincinnati Finl Corp Stock (CINF) 0.1 $442k 4.3k 102.98
Visa Inc Com Cl A Stock (V) 0.1 $440k -7% 2.1k 211.95
Ishares Aggregate Bond Etf Etf (AGG) 0.1 $437k +30% 3.8k 113.92
Sysco Corp Stock (SYY) 0.1 $436k +4% 5.5k 78.80
Goldman Sachs Group Stock (GS) 0.1 $433k -10% 1.3k 327.29
Union Pac Corp Stock (UNP) 0.1 $428k -5% 1.9k 220.39
Trimtabs Us Free Cash Flow Quality Etf Etf (TTAC) 0.1 $426k 8.6k 49.47
Genuine Parts Stock (GPC) 0.1 $413k 3.6k 115.69
Schlumberger Stock (SLB) 0.1 $398k -9% 15k 27.22
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $392k 4.6k 85.87
Citigroup Stock (C) 0.1 $391k 5.4k 72.66
Unitedhealth Group Stock (UNH) 0.1 $391k 1.1k 371.67
Lancaster Colony Corp Stock (LANC) 0.1 $385k 2.2k 175.16
Theratechnologies Stock (THTX) 0.1 $384k NEW 99k 3.87
Paypal Hldgs Stock (PYPL) 0.1 $378k +40% 1.6k 242.62
Cornerstone Total Return Fd In Cef (CRF) 0.1 $378k +7% 29k 13.24
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.1 $376k +60% 8.4k 44.50
Cummins Stock (CMI) 0.1 $371k +3% 1.4k 259.26
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $370k NEW 3.7k 99.62
Nordson Corp Stock (NDSN) 0.1 $366k 1.8k 198.59
Abm Inds Stock (ABM) 0.1 $363k +8% 7.1k 50.94
Amer States Wtr Stock (AWR) 0.1 $361k 4.8k 75.68
Spdr High Yield Bond Etf Etf (JNK) 0.1 $357k 3.3k 108.81
Invesco S&p Global Water Index Etf Etf (CGW) 0.1 $356k +18% 7.2k 49.12
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $355k +6% 3.3k 106.00
Illinois Tool Wks Stock (ITW) 0.1 $353k 1.6k 221.32
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $352k 3.5k 101.79
Hormel Foods Corp Stock (HRL) 0.1 $351k -2% 7.3k 47.78
Southwest Airls Stock (LUV) 0.1 $350k +2% 5.7k 61.11
General Mls Stock (GIS) 0.1 $340k +1038% 5.5k 61.31
Oracle Corp Stock (ORCL) 0.1 $338k +1451% 4.8k 70.27
Mastercard Incorporated Cl A Stock (MA) 0.1 $332k +11% 933.00 355.84
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.1 $329k +42% 5.3k 61.56
Bristol-myers Squibb Stock (BMY) 0.1 $327k 5.2k 63.12
Entegris Stock (ENTG) 0.1 $325k 2.9k 111.88
Ishares Core International Aggregate Bond Fund Etf (IAGG) 0.1 $320k +12% 5.8k 54.91
Colgate Palmolive Stock (CL) 0.1 $317k -10% 4.0k 78.72
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $316k +3% 4.9k 64.08
Northwest Nat Hldg Stock (NWN) 0.1 $313k +10% 5.8k 53.96
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.1 $312k -50% 3.7k 83.44
Vanguard Total Bond Market Etf Etf (BND) 0.1 $308k 3.6k 84.76
United Parcel Service Inc Cl B Stock (UPS) 0.1 $304k +22% 1.8k 169.93
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.1 $299k -8% 4.6k 65.31
Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $299k 2.7k 110.54
Stanley Black & Decker Stock (SWK) 0.1 $298k -3% 1.5k 199.46
Exxon Mobil Corp Stock (XOM) 0.1 $294k +5% 5.3k 55.83
Schwab U.s. Tips Etf Etf (SCHP) 0.1 $291k +66% 4.8k 61.20
Ishares S&p U.s. Preferred Stock Etf Etf (PFF) 0.1 $289k +56% 7.5k 38.34
Costco Whsl Corp Stock (COST) 0.1 $287k +2% 814.00 352.58
Ishares U.s. Real Estate Etf Etf (IYR) 0.1 $287k +54% 3.1k 91.90
3M Stock (MMM) 0.1 $287k -34% 1.5k 192.36
Ford Mtr Co Del Stock (F) 0.1 $279k +47% 23k 12.23
California Wtr Svc Group Stock (CWT) 0.1 $276k +2% 4.9k 56.28
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.1 $272k +9% 6.6k 41.12
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.1 $271k 3.3k 82.00
Twilio Inc Cl A Stock (TWLO) 0.1 $265k -17% 777.00 341.06
Square Inc Cl A Stock (SQ) 0.1 $264k -8% 1.2k 227.00
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $262k +22% 2.1k 121.97
Prospect Cap Corp Cef (PSEC) 0.1 $262k +2% 34k 7.67
Fuller H B Stock (FUL) 0.1 $260k +11% 4.1k 62.97
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $254k +14% 2.6k 98.41
First Trust Dorsey Wright People's Portfolio Etf Etf (DWPP) 0.0 $254k -25% 8.5k 29.83
Ishares Msci United Kingdom Etf Etf (EWU) 0.0 $254k +20% 8.1k 31.36
Fidelity High Yield Factor Etf Etf (FDHY) 0.0 $251k +3% 4.6k 55.15
Wp Carey Reit (WPC) 0.0 $250k +6% 3.5k 70.68
Marathon Pete Corp Stock (MPC) 0.0 $245k +729% 4.6k 53.39
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $245k +34% 9.1k 26.99
Global X Fintech Thematic Etf Etf (FINX) 0.0 $244k +217% 5.5k 44.10
Vanguard Industrials Index Fund Etf (VIS) 0.0 $234k 1.2k 189.17

Past Filings by Creative Financial Designs

SEC 13F filings are viewable for Creative Financial Designs going back to 2016

View all past filings