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 2022 quarterly 13F filing

Creative Financial Designs has 1302 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Tips Etf Etf (SCHP) 3.0 $20M +22% 329k 60.71
Vanguard Value Index Fund Etf (VTV) 2.9 $19M +16% 128k 147.78
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 2.7 $18M 278k 64.28
Apple Stock (AAPL) 2.6 $17M +2% 97k 174.61
Vanguard Russell 1000 Growth Etf Etf (VONG) 2.5 $16M 229k 71.36
Fidelity Total Bond Etf Etf (FBND) 2.3 $15M +28% 302k 49.77
Ishares Core S&p U.s. Value Etf Etf (IUSV) 2.2 $14M -8% 188k 75.87
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 2.1 $14M 173k 78.09
Ishares Msci Eafe Growth Etf Etf (EFG) 1.9 $13M 130k 96.27
Inspire Global Hope Etf Etf (BLES) 1.9 $12M +9% 338k 35.95
Ishares Russell Top 200 Etf Etf (IWL) 1.8 $12M 111k 108.08
Spdr Portfolio Tips Etf Etf (SPIP) 1.8 $12M +16251% 388k 30.26
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 1.7 $11M 439k 25.53
Inspire 100 Etf Etf (BIBL) 1.7 $11M +12% 307k 36.09

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Amazon Stock (AMZN) 1.6 $11M +6% 3.3k 3259.93
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 1.6 $11M +3% 218k 48.46
Vanguard High Dividend Yield Etf (VYM) 1.5 $10M -2% 89k 112.25
Flexshares Iboxx 5-year Target Duration Tips Index Fund Etf (TDTF) 1.4 $9.0M +2% 334k 27.11
Vanguard S&p 500 Growth Etf Etf (VOOG) 1.3 $8.7M +3% 32k 275.66
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.3 $8.4M -3% 279k 30.13
Timothy Plan High Dividend Stock Etf Etf (TPHD) 1.3 $8.4M +41% 255k 33.02
Ishares Core Msci Total International Stock Etf Etf (IXUS) 1.1 $7.1M +32% 106k 66.58
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.1 $7.0M +4% 146k 48.03
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 1.0 $6.8M +5% 84k 81.90
Inspire Small/mid Cap Impact Etf Etf (ISMD) 1.0 $6.5M +4% 196k 33.19
Pacer Trendpilot Us Bond Etf Etf (PTBD) 1.0 $6.3M +26% 261k 24.31
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.9 $5.8M +37% 126k 46.13
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.9 $5.7M NEW 115k 49.91
Caterpillar Stock (CAT) 0.8 $5.4M -6% 24k 222.80
Lilly Eli & Co Stock (LLY) 0.8 $5.0M +238% 18k 286.39
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.7 $4.8M +72% 91k 53.13
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.7 $4.8M +6% 100k 48.32
Invesco Qqq Trust Etf (QQQ) 0.7 $4.7M +12% 13k 362.53
Inspire Corporate Bond Impact Etf Etf (IBD) 0.7 $4.6M -49% 189k 24.38
Vanguard Growth Etf Etf (VUG) 0.7 $4.5M -12% 16k 287.60
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.7 $4.4M +2940% 20k 222.79
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.7 $4.4M +21% 85k 51.55
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.7 $4.4M +28% 43k 101.34
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.7 $4.3M +1634% 86k 49.78
Invesco Moderately Conservative Multi-asset Allocation Etf Etf (PSMM) 0.6 $4.2M +8% 282k 14.94
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.6 $4.0M -70% 82k 49.54
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.6 $3.7M +24% 147k 24.91
Pacer Trendpilot 100 Etf (PTNQ) 0.5 $3.6M +11% 69k 52.23
Ishares Morningstar Small-cap Growth Etf Etf (ISCG) 0.5 $3.4M +8% 77k 44.19
Spdr S&p Kensho Intelligent Structures Etf Etf (SIMS) 0.5 $3.3M +8% 81k 40.81
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.5 $3.2M +27% 99k 32.66
Spdr S&p 500 Etf Etf (SPY) 0.5 $3.2M +18% 7.0k 451.72
Vanguard Mega Cap Growth Etf Etf (MGK) 0.5 $3.1M -7% 13k 235.37
Vanguard S&p 500 Etf Etf (VOO) 0.5 $3.1M +8% 7.4k 415.21
Vanguard Information Technology Index Fund Etf (VGT) 0.4 $2.9M -3% 6.9k 416.47
Pacer Lunt Large Cap Alternator Etf Etf (ALTL) 0.4 $2.9M NEW 64k 44.80
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $2.9M 1.0k 2780.92
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $2.8M -12% 40k 69.51
Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.4 $2.7M +2% 32k 86.33
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $2.7M +6% 10k 268.33
General Dynamics Corp Stock (GD) 0.4 $2.7M -3% 11k 241.16
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.4 $2.7M NEW 53k 50.57
First Trust Value Line Dividend Fund Etf (FVD) 0.4 $2.6M 62k 42.30
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $2.6M +3% 34k 76.43
Vanguard Materials Index Fund Etf (VAW) 0.4 $2.6M +24% 13k 194.05
First Trust Dorsey Wright Dynamic Focus 5 Etf Etf (FVC) 0.4 $2.6M -2% 70k 36.64
Microsoft Corp Stock (MSFT) 0.4 $2.6M +7% 8.3k 308.26
Fs Kkr Cap Corp Cef (FSK) 0.4 $2.5M -4% 111k 22.82
Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $2.3M -3% 39k 60.96
Fidelity Msci Consumer Discretionary Index Et Etf (FDIS) 0.4 $2.3M +8% 30k 79.08
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.3 $2.2M +20% 68k 32.77
Bk Of America Corp Stock (BAC) 0.3 $2.2M +1399% 54k 41.21
Ishares High Yield Bond Factor Etf Etf (HYDB) 0.3 $2.1M +2% 44k 48.73
Vanguard Small Cap Growth Etf Etf (VBK) 0.3 $2.1M -6% 8.6k 248.11
Tesla Stock (TSLA) 0.3 $2.1M +6% 1.9k 1077.71
First Trust Capital Strength Etf Etf (FTCS) 0.3 $2.0M -2% 26k 78.20
Vanguard Small-cap Value Index Fund Etf (VBR) 0.3 $2.0M +14% 12k 175.92
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.3 $2.0M 43k 47.64
Ishares S&p Small-cap Fund Etf (IJR) 0.3 $2.0M +22% 19k 107.91
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.3 $2.0M -11% 16k 124.65
Alto Ingredients Stock (ALTO) 0.3 $2.0M +16% 292k 6.82
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.3 $1.9M +25% 39k 49.63
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $1.9M +3% 22k 86.05
Realty Income Corp Reit (O) 0.3 $1.9M +2048% 27k 69.28
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.3 $1.8M +80% 37k 48.99
Ishares Msci Eafe Value Index Etf Etf (EFV) 0.3 $1.7M +21% 34k 50.26
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.3 $1.7M -9% 39k 43.97
Intel Corp Stock (INTC) 0.3 $1.7M +83% 35k 49.57
Kellogg Stock (K) 0.3 $1.7M +3% 27k 64.48
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $1.7M +2% 24k 69.87
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.3 $1.7M -7% 60k 27.76
Nvidia Corporation Stock (NVDA) 0.3 $1.6M +4% 6.0k 272.86
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.2 $1.6M -22% 42k 39.03
Emerson Elec Stock (EMR) 0.2 $1.6M +6% 17k 98.04
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $1.6M -38% 31k 53.40
Ishares Semiconductor Fund Etf (SOXX) 0.2 $1.6M +1983% 3.4k 473.34
Citigroup Stock (C) 0.2 $1.6M +294% 30k 53.39
Vaneck Short Muni Etf Etf (SMB) 0.2 $1.5M +19% 90k 17.10
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $1.5M 3.4k 453.71
Vanguard Utilities Index Fund Etf (VPU) 0.2 $1.5M 9.4k 161.84
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $1.5M +26% 9.4k 162.20
Ishares Mbs Etf Etf (MBB) 0.2 $1.5M -4% 15k 101.90
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf (VSS) 0.2 $1.5M +45% 12k 123.89
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $1.5M +13% 33k 45.15
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.2 $1.4M -14% 8.5k 168.28
Us Bancorp Del Stock (USB) 0.2 $1.4M 26k 53.15
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.2 $1.4M +584% 33k 41.76
Royal Bk Cda Stock (RY) 0.2 $1.4M 13k 110.28
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.4M 486.00 2792.18
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $1.3M +74% 18k 74.82
Southern Stock (SO) 0.2 $1.3M 18k 72.52
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.2 $1.3M +13% 14k 97.76
Vanguard Mid-cap Index Fund Etf (VO) 0.2 $1.3M -3% 5.6k 237.85
Medtronic Stock (MDT) 0.2 $1.3M +38% 12k 110.91
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.2 $1.3M +2% 9.0k 143.71
First Trust Small Cap Value Alphadex Fund Etf (FYT) 0.2 $1.3M 25k 51.08
Duke Energy Corp Stock (DUK) 0.2 $1.3M +6% 11k 111.64
First Trust Technology Alphadex Fund Etf (FXL) 0.2 $1.3M +2% 11k 116.12
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.2 $1.3M +22% 14k 90.51
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 0.2 $1.3M 32k 38.85
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Etf (NXTG) 0.2 $1.2M +3% 16k 75.99
Ishares Gnma Bond Fund Etf (GNMA) 0.2 $1.2M NEW 26k 47.70
Chubb Stock (CB) 0.2 $1.2M +5% 5.5k 213.91
Vanguard Short Term Infl-protected Etf (VTIP) 0.2 $1.2M +2% 23k 51.22
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 0.2 $1.1M +2% 35k 32.76
Vanguard Small-cap Index Fund Etf (VB) 0.2 $1.1M +3% 5.4k 212.61
Amgen Stock (AMGN) 0.2 $1.1M +6% 4.5k 241.81
First Trust Health Care Alphadex Fund Etf (FXH) 0.2 $1.1M 9.2k 114.70
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.1M +17% 28k 38.33
Honeywell Intl Stock (HON) 0.2 $1.0M +15% 5.4k 194.48
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.2 $1.0M -38% 5.5k 187.92
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $1.0M +3% 20k 52.43
Pinterest Inc Cl A Stock (PINS) 0.2 $1.0M +180% 41k 24.60
Verizon Communications Stock (VZ) 0.2 $1.0M +5% 20k 50.93
Check Point Software Tech Ltd Ord Stock (CHKP) 0.2 $991k -3% 7.2k 138.27
Uber Technologies Stock (UBER) 0.1 $978k +3849% 27k 35.68
Abbvie Stock (ABBV) 0.1 $960k -2% 5.9k 162.05
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $959k +4587% 14k 68.88
Invesco S&p Global Water Index Etf Etf (CGW) 0.1 $956k -8% 18k 52.44
Ishares U.s. Consumer Staples Etf Etf (IYK) 0.1 $921k +253% 4.6k 200.44
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.1 $907k 20k 46.46
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $853k +3% 11k 76.40
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $853k +2% 5.4k 158.90
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $851k +8% 45k 19.01
Procter And Gamble Stock (PG) 0.1 $845k +9% 5.5k 152.83
At&t Stock (T) 0.1 $820k +11% 35k 23.62
Union Pac Corp Stock (UNP) 0.1 $819k +6% 3.0k 273.09
Nextera Energy Stock (NEE) 0.1 $807k +27% 9.5k 84.67
Lkq Corp Stock (LKQ) 0.1 $807k -4% 18k 45.40
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $795k 2.3k 352.86
Ark Fintech Innovation Etf Etf (ARKF) 0.1 $753k +208% 26k 29.04
General Mls Stock (GIS) 0.1 $749k +9% 11k 67.74
Salesforce Stock (CRM) 0.1 $747k +25% 3.5k 212.34
Cvs Health Corp Stock (CVS) 0.1 $739k 7.3k 101.21
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.1 $735k +105% 22k 33.96
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $735k -27% 10k 71.39
Jpmorgan Chase & Co Stock (JPM) 0.1 $732k -52% 5.4k 136.29
Lowes Cos Stock (LOW) 0.1 $728k 3.6k 202.22
International Flavors&fragranc Stock (IFF) 0.1 $726k +8% 5.5k 131.26
Merck & Co Stock (MRK) 0.1 $725k +6% 8.8k 82.09
Shopify Inc Cl A Stock (SHOP) 0.1 $721k +17% 1.1k 676.36
Columbia Diversified Fixed Income Allocation Etf Etf (DIAL) 0.1 $708k +9% 36k 19.48
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $706k -4% 9.1k 77.57
Smucker J M Stock (SJM) 0.1 $702k +3% 5.2k 135.47
L3harris Technologies Stock (LHX) 0.1 $699k -7% 2.8k 248.40
Coca Cola Stock (KO) 0.1 $698k +28% 11k 61.99
Darden Restaurants Stock (DRI) 0.1 $695k -5% 5.2k 132.89
Aflac Stock (AFL) 0.1 $689k 11k 64.39
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $685k +113% 15k 47.38
Ishares Commodities Select Strategy Etf Etf (COMT) 0.1 $662k +37% 17k 40.05
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $658k +4% 6.4k 102.36
Air Prods & Chems Stock (APD) 0.1 $653k +18% 2.6k 250.00
Pacer Benchmark Industrial Real Estate Sctr Etf Etf (INDS) 0.1 $652k +550% 13k 50.79
Paramount Global Class B Stock (PARA) 0.1 $651k +7% 17k 37.83
Chevron Corp Stock (CVX) 0.1 $642k -63% 3.9k 162.74
Cincinnati Finl Corp Stock (CINF) 0.1 $638k 4.7k 135.89
Ishares U.s. Technology Etf Etf (IYW) 0.1 $621k 6.0k 103.00
Spdr S&p World Ex-us Etf (SPDW) 0.1 $615k +11% 18k 34.30
Swan Hedged Equity Us Large Cap Etf Etf (HEGD) 0.1 $590k +19% 32k 18.70
Pimco 15 Year U.s. Tips Index Exchange-traded Fund Etf (LTPZ) 0.1 $570k -4% 6.9k 82.60
Fidelity Dividend Etf For Rising Rates Etf (FDRR) 0.1 $565k +127% 13k 44.49
Cornerstone Total Return Fd In Cef (CRF) 0.1 $564k +5% 41k 13.92
Vanguard Total Bond Market Etf Etf (BND) 0.1 $552k -9% 6.9k 79.60
Dover Corp Stock (DOV) 0.1 $550k 3.5k 157.01
Ford Mtr Co Del Stock (F) 0.1 $546k 32k 16.90
Vanguard Health Care Index Fund Etf (VHT) 0.1 $543k +16% 2.1k 254.33
Fcf Us Quality Etf Etf (TTAC) 0.1 $539k +5% 10k 52.11
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $537k +2% 4.9k 109.70
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $533k -10% 7.2k 74.21
Ishares Core Conservative Allocation Etf Etf (AOK) 0.1 $520k -16% 14k 37.66
Parker-hannifin Corp Stock (PH) 0.1 $518k +2% 1.8k 283.52
Costco Whsl Corp Stock (COST) 0.1 $514k +15% 893.00 575.59
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $501k -74% 1.5k 345.04
Spdr High Yield Bond Etf Etf (JNK) 0.1 $496k +11% 4.8k 102.46
Boeing Stock (BA) 0.1 $495k +13% 2.6k 191.34
Exxon Mobil Corp Stock (XOM) 0.1 $489k 5.9k 82.55
Unitedhealth Group Stock (UNH) 0.1 $488k 957.00 509.93
Disney Walt Stock (DIS) 0.1 $487k +8% 3.6k 137.07
Genuine Parts Stock (GPC) 0.1 $487k 3.9k 125.94
Cornerstone Strategic Value Cef (CLM) 0.1 $485k +38% 34k 14.10
Nucor Corp Stock (NUE) 0.1 $483k +41% 3.2k 148.75
Sysco Corp Stock (SYY) 0.1 $482k -4% 5.9k 81.61
Amer States Wtr Stock (AWR) 0.1 $480k 5.4k 88.94
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $478k -73% 9.8k 48.55
Davis Select Worldwide Etf Etf (DWLD) 0.1 $475k +5% 17k 27.29
Global X Autonomous & Electric Vehicles Etf Etf (DRIV) 0.1 $468k +37% 17k 27.55
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $467k -96% 9.3k 50.22
Spdr Gold Etf Etf (GLD) 0.1 $467k 2.6k 180.80
Ishares Russell Mid-cap Etf Etf (IWR) 0.1 $458k 5.9k 78.02
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.1 $451k +19% 8.5k 53.10
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $448k -15% 11k 41.32
Nordson Corp Stock (NDSN) 0.1 $441k +3% 1.9k 227.09
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $425k -24% 4.1k 104.60
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $423k +21% 2.3k 184.96
Goldman Sachs Group Stock (GS) 0.1 $421k -29% 1.3k 329.94
Walmart Stock (WMT) 0.1 $419k -13% 2.8k 149.06
Delta Air Lines Inc Del Stock (DAL) 0.1 $416k +3% 11k 39.61
Hormel Foods Corp Stock (HRL) 0.1 $416k 8.1k 51.55
Johnson & Johnson Stock (JNJ) 0.1 $415k +15% 2.3k 177.35
Global X Video Games & Esports Etf Etf (HERO) 0.1 $412k +34% 16k 25.12
Visa Inc Com Cl A Stock (V) 0.1 $408k +2% 1.8k 221.74
Global X Robotics & Artificial Intelligence Thematic Etf Etf (BOTZ) 0.1 $408k +166% 14k 28.99
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $406k +4% 11k 35.71
Meta Platforms Inc Cl A Stock (FB) 0.1 $404k 1.8k 222.34
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.1 $400k -36% 9.7k 41.15
Oracle Corp Stock (ORCL) 0.1 $394k 4.8k 82.67
Illinois Tool Wks Stock (ITW) 0.1 $392k +4% 1.9k 209.40
Abm Inds Stock (ABM) 0.1 $386k 8.4k 46.04
Ishares Tips Bond Etf Etf (TIP) 0.1 $385k -4% 3.1k 124.68
United Parcel Service Inc Cl B Stock (UPS) 0.1 $382k 1.8k 214.61
Lancaster Colony Corp Stock (LANC) 0.1 $374k +2% 2.5k 149.06
Global X Internet Of Things Thematic Etf Etf (SNSR) 0.1 $374k +10% 11k 33.25
Northwest Nat Hldg Stock (NWN) 0.1 $372k 7.2k 51.67
Global X Fintech Thematic Etf Etf (FINX) 0.1 $363k 11k 32.05
Advanced Micro Devices Stock (AMD) 0.1 $355k +8% 3.3k 109.23
Fuller H B Stock (FUL) 0.1 $349k +2% 5.3k 66.02
Home Depot Stock (HD) 0.1 $348k -35% 1.2k 299.48
Ishares Core U.s. Reit Etf Etf (USRT) 0.1 $335k -35% 5.2k 64.58
California Wtr Svc Group Stock (CWT) 0.1 $334k 5.6k 59.23
Global X Cloud Computing Etf Etf (CLOU) 0.1 $331k +36% 15k 22.02
Global X Social Media Index Fund Etf (SOCL) 0.0 $327k +39% 7.7k 42.36
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $325k +32% 6.6k 48.89
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $322k +29% 3.1k 102.97
Pfizer Stock (PFE) 0.0 $319k 6.2k 51.74
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.0 $319k +134% 5.7k 55.57
National Fuel Gas Stock (NFG) 0.0 $315k +2% 4.6k 68.66
Sjw Group Stock (SJW) 0.0 $308k +2% 4.4k 69.54
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.0 $302k +6% 6.1k 49.53
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $299k 3.6k 83.73
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $292k 2.9k 100.17
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $286k 2.1k 136.97
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $283k +8% 7.4k 38.06
Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.0 $283k 2.9k 96.75
Okta Inc Cl A Stock (OKTA) 0.0 $274k -14% 1.8k 151.21
Global X Millennial Consumer Etf Etf (MILN) 0.0 $273k -3% 7.5k 36.40

Past Filings by Creative Financial Designs

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

View all past filings