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 September 2021 quarterly 13F filing

Creative Financial Designs has 1413 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 3.1 $19M +16% 270k 68.88
Vanguard Russell 1000 Growth Etf Etf (VONG) 2.6 $16M +5% 220k 70.47
Vanguard Value Index Fund Etf (VTV) 2.4 $15M 107k 135.37
Schwab U.s. Tips Etf Etf (SCHP) 2.3 $14M +36% 224k 62.58
Ishares Msci Eafe Growth Etf Etf (EFG) 2.2 $13M +3% 126k 106.47
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 2.2 $13M +7% 162k 82.41
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 2.2 $13M +9% 257k 51.19
Ishares Core S&p U.s. Value Etf Etf (IUSV) 2.1 $13M +14% 180k 70.88
Apple Stock (AAPL) 2.0 $12M +2% 87k 141.50
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.0 $12M 243k 50.72
Fidelity Total Bond Etf Etf (FBND) 2.0 $12M +70% 224k 53.13
Ishares Russell Top 200 Etf Etf (IWL) 1.9 $11M 110k 103.04
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 1.9 $11M 421k 26.58
Amazon Stock (AMZN) 1.7 $11M 3.2k 3285.13

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Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 1.7 $10M +9% 197k 51.07
Inspire Global Hope Etf Etf (BLES) 1.6 $9.8M +6% 256k 38.15
Inspire Corporate Bond Impact Etf Etf (IBD) 1.5 $9.3M +4% 355k 26.14
Inspire 100 Etf Etf (BIBL) 1.5 $9.2M +3% 217k 42.50
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.4 $8.7M +5% 279k 31.25
Vanguard High Dividend Yield Etf (VYM) 1.4 $8.7M +11% 84k 103.35
Flexshares Iboxx 5-year Target Duration Tips Index Fund Etf (TDTF) 1.4 $8.6M +5% 309k 27.93
Vanguard S&p 500 Growth Etf Etf (VOOG) 1.2 $7.1M +17% 27k 266.67
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.2 $7.0M +4% 138k 50.49
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 1.1 $6.4M -51% 71k 89.43
Inspire Small/mid Cap Impact Etf Etf (ISMD) 1.0 $6.2M 175k 35.43
Pacer Trendpilot Us Bond Etf Etf (PTBD) 0.9 $5.3M +22% 196k 27.12
Vanguard Growth Etf Etf (VUG) 0.9 $5.1M 18k 290.18
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.8 $5.0M +2% 50k 100.09
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.8 $4.8M +19% 68k 71.01
Timothy Plan High Dividend Stock Etf Etf (TPHD) 0.8 $4.8M +4% 163k 29.30
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.7 $4.2M +12% 84k 50.01
Invesco Qqq Trust Etf (QQQ) 0.7 $4.0M +4% 11k 357.97
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.6 $3.9M +8% 87k 44.45
Iq Merger Arbitrage Etf Etf (MNA) 0.6 $3.8M +3434% 115k 32.88
Vanguard Extended Market Index Fund Etf (VXF) 0.6 $3.7M -23% 20k 182.37
Invesco Moderately Conservative Multi-asset Allocation Etf Etf (PSMM) 0.6 $3.6M +13% 236k 15.40
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.6 $3.6M +9% 66k 54.77
Pacer Trendpilot 100 Etf (PTNQ) 0.5 $3.3M +22% 60k 55.66
Vanguard Mega Cap Growth Etf Etf (MGK) 0.5 $3.3M +9% 14k 234.82
Ishares Morningstar Small-cap Growth Etf Etf (ISCG) 0.5 $3.2M +8% 64k 49.24
Spdr S&p Kensho Intelligent Structures Etf Etf (SIMS) 0.5 $3.1M +6% 71k 43.67
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $3.1M +18% 42k 74.26
Spdr S&p 500 Etf Etf (SPY) 0.5 $2.9M -12% 6.7k 429.19
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.5 $2.8M +5% 29k 98.46
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.5 $2.8M -9% 106k 26.53
Vanguard Information Technology Index Fund Etf (VGT) 0.5 $2.7M +12% 6.8k 401.37
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $2.7M 1.0k 2673.49
Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.5 $2.7M -41% 32k 84.14
First Trust Dorsey Wright Dynamic Focus 5 Etf Etf (FVC) 0.4 $2.7M -5% 76k 35.15
Fs Kkr Cap Corp Cef (FSK) 0.4 $2.7M -3% 121k 22.04
Vanguard S&p 500 Etf Etf (VOO) 0.4 $2.6M +5% 6.6k 394.45
Vanguard Small Cap Growth Etf Etf (VBK) 0.4 $2.5M -4% 9.1k 280.17
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.4 $2.5M +14% 51k 49.58
Us Bancorp Del Stock (USB) 0.4 $2.5M +8% 43k 59.44
Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $2.5M +582% 40k 62.79
First Trust Value Line Dividend Fund Etf (FVD) 0.4 $2.5M +8% 63k 39.20
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.4 $2.5M +10% 66k 37.31
Ishares Core Dividend Growth Etf Etf (DGRO) 0.4 $2.5M +14% 49k 50.25
Biogen Stock (BIIB) 0.4 $2.4M +11% 8.4k 282.93
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $2.3M +5% 8.9k 263.06
General Dynamics Corp Stock (GD) 0.4 $2.3M +3% 12k 196.04
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.4 $2.3M +64% 5.8k 399.07
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.4 $2.3M +6% 45k 51.05
Microsoft Corp Stock (MSFT) 0.4 $2.3M +2% 8.0k 281.95
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.4 $2.2M +2% 47k 45.77
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.3 $2.1M +12% 18k 119.26
Ishares High Yield Bond Factor Etf Etf (HYDB) 0.3 $2.0M +3% 39k 51.74
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.3 $2.0M +13% 52k 38.92
Pacer Cfra-stovall Equal Weight Seasonal Rotation Etf Etf (SZNE) 0.3 $2.0M +23% 53k 37.53
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.3 $2.0M +7% 8.3k 235.90
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.3 $1.9M +8% 41k 45.71
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.3 $1.9M -18% 11k 175.56
First Trust Capital Strength Etf Etf (FTCS) 0.3 $1.9M +8% 25k 74.83
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $1.8M +28% 37k 50.46
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $1.8M +4% 24k 78.30
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.3 $1.8M +13% 17k 107.59
Fidelity Msci Consumer Discretionary Index Et Etf (FDIS) 0.3 $1.8M +18% 23k 80.25
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.3 $1.8M +5% 19k 94.43
Vanguard Small-cap Value Index Fund Etf (VBR) 0.3 $1.7M 10k 169.28
Ishares Mbs Etf Etf (MBB) 0.3 $1.7M +28% 16k 108.14
Jpmorgan Chase & Co Stock (JPM) 0.3 $1.6M +6% 10k 163.65
Kellogg Stock (K) 0.3 $1.6M -12% 25k 63.91
Vanguard Materials Index Fund Etf (VAW) 0.3 $1.5M +22% 8.7k 173.23
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.3 $1.5M +34% 50k 30.11
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.5M +21% 29k 52.08
Tesla Stock (TSLA) 0.2 $1.5M 1.9k 775.52
Emerson Elec Stock (EMR) 0.2 $1.5M +6% 16k 94.22
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.2 $1.4M +6% 9.4k 148.04
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.2 $1.4M -10% 10k 133.42
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $1.4M +6% 3.2k 430.81
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $1.4M +19% 13k 109.16
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $1.4M +9% 27k 50.37
Nvidia Corporation Stock (NVDA) 0.2 $1.4M +313% 6.6k 207.13
Public Storage Reit (PSA) 0.2 $1.4M -15% 4.6k 297.08
First Trust Health Care Alphadex Fund Etf (FXH) 0.2 $1.3M 11k 119.02
Vanguard Utilities Index Fund Etf (VPU) 0.2 $1.3M +12% 9.5k 139.14
Royal Bk Cda Stock (RY) 0.2 $1.3M +7% 13k 99.46
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.2 $1.3M +24% 11k 110.07
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.3M 471.00 2664.54
First Trust Technology Alphadex Fund Etf (FXL) 0.2 $1.2M 10k 122.84
Vanguard Short Term Infl-protected Etf (VTIP) 0.2 $1.2M +11% 24k 52.58
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 0.2 $1.2M +21% 32k 37.74
Shopify Inc Cl A Stock (SHOP) 0.2 $1.2M 887.00 1356.26
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $1.2M 7.7k 153.58
Cvs Health Corp Stock (CVS) 0.2 $1.2M +11% 14k 84.84
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Etf (NXTG) 0.2 $1.1M -12% 15k 76.32
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 0.2 $1.1M +10% 33k 34.01
Vaneck Short Muni Etf Etf (SMB) 0.2 $1.1M +12% 62k 18.00
Ishares Msci Eafe Value Index Etf Etf (EFV) 0.2 $1.1M +6% 21k 50.84
Lilly Eli & Co Stock (LLY) 0.2 $1.1M -4% 4.7k 231.05
Southern Stock (SO) 0.2 $1.1M +8% 17k 61.98
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.2 $1.1M +8% 10k 105.33
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $1.0M 7.0k 149.28
Duke Energy Corp Stock (DUK) 0.2 $1.0M +22% 11k 97.63
Verizon Communications Stock (VZ) 0.2 $1.0M +3% 19k 54.02
Medtronic Stock (MDT) 0.2 $1.0M +6% 8.0k 125.30
Salesforce Stock (CRM) 0.2 $992k +7% 3.7k 271.11
Chevron Corp Stock (CVX) 0.2 $990k -3% 9.8k 101.44
Caterpillar Stock (CAT) 0.2 $986k +8% 5.1k 192.02
First Trust Small Cap Value Alphadex Fund Etf (FYT) 0.2 $980k 20k 49.92
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf (VSS) 0.2 $969k +24% 7.2k 133.75
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $968k +25% 17k 56.95
Darden Restaurants Stock (DRI) 0.2 $956k 6.3k 151.51
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $952k +11% 9.7k 98.34
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $948k +17% 18k 53.21
Honeywell Intl Stock (HON) 0.2 $944k +9% 4.4k 212.33
Chubb Stock (CB) 0.2 $938k +8% 5.4k 173.54
Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.2 $931k +46% 19k 49.57
Ishares National Muni Bond Etf Etf (MUB) 0.2 $912k +2% 7.8k 116.21
Intel Corp Stock (INTC) 0.2 $912k +5% 17k 53.27
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $890k +2% 13k 67.50
Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $888k 7.9k 113.11
Amgen Stock (AMGN) 0.1 $869k +79% 4.1k 212.57
At&t Stock (T) 0.1 $811k +8% 30k 27.01
Vanguard Mid-cap Index Fund Etf (VO) 0.1 $791k +100% 3.3k 236.76
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $766k +13% 10k 73.90
Procter And Gamble Stock (PG) 0.1 $764k -10% 5.5k 139.88
L3harris Technologies Stock (LHX) 0.1 $759k -3% 3.4k 220.13
Vanguard Small-cap Index Fund Etf (VB) 0.1 $750k +17% 3.4k 218.66
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $746k +23% 20k 37.52
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $738k 36k 20.53
Goldman Sachs Group Stock (GS) 0.1 $738k +11% 2.0k 378.07
Becton Dickinson & Co Stock (BDX) 0.1 $736k +2% 3.0k 245.66
Lowes Cos Stock (LOW) 0.1 $733k 3.6k 202.77
Disney Walt Stock (DIS) 0.1 $729k -4% 4.3k 169.30
Alibaba Group Hldg Adr (BABA) 0.1 $710k +26% 4.8k 148.04
Pinterest Inc Cl A Stock (PINS) 0.1 $706k +2% 14k 50.92
Home Depot Stock (HD) 0.1 $683k +2% 2.1k 328.05
First Trust International Equity Opportunities Etf Etf (FPXI) 0.1 $666k +2% 10k 64.11
Columbia Diversified Fixed Income Allocation Etf Etf (DIAL) 0.1 $649k 30k 21.37
Ishares Russell Mid-cap Etf Etf (IWR) 0.1 $645k 8.2k 78.19
International Flavors&fragranc Stock (IFF) 0.1 $637k +30% 4.8k 133.66
Facebook Inc Cl A Stock (FB) 0.1 $632k -6% 1.9k 339.24
Ark Fintech Innovation Etf Etf (ARKF) 0.1 $631k +8% 13k 49.33
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $629k 2.3k 272.77
Abbvie Stock (ABBV) 0.1 $623k 5.8k 107.92
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.1 $619k +6% 14k 45.31
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $613k -13% 8.1k 75.60
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $606k +26% 6.0k 100.75
Invesco S&p Global Water Index Etf Etf (CGW) 0.1 $588k +31% 11k 55.80
Ishares Conservative Allocation Fund Etf (AOK) 0.1 $588k -14% 15k 39.48
Merck & Co Stock (MRK) 0.1 $586k +13% 7.8k 75.11
Ishares U.s. Technology Etf Etf (IYW) 0.1 $582k +241% 5.8k 101.20
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $569k +2% 7.7k 73.55
Ishares Micro-cap Etf Etf (IWC) 0.1 $565k +2% 3.9k 144.21
Air Prods & Chems Stock (APD) 0.1 $558k +14% 2.2k 255.96
Aflac Stock (AFL) 0.1 $558k 11k 52.17
Spdr S&p World Ex-us Etf (SPDW) 0.1 $557k +33% 15k 36.20
Smucker J M Stock (SJM) 0.1 $551k +1694% 4.6k 119.97
Boeing Stock (BA) 0.1 $542k +11% 2.5k 219.88
Simon Ppty Group Reit (SPG) 0.1 $538k -4% 4.1k 129.98
Nextera Energy Stock (NEE) 0.1 $536k 6.8k 78.59
General Mls Stock (GIS) 0.1 $536k +16% 9.0k 59.78
Dover Corp Stock (DOV) 0.1 $535k 3.4k 155.43
Ishares Core U.s. Reit Etf Etf (USRT) 0.1 $533k -42% 9.1k 58.66
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $520k +4% 5.2k 100.19
Trimtabs Us Free Cash Flow Quality Etf Etf (TTAC) 0.1 $520k +7% 9.6k 54.09
Cincinnati Finl Corp Stock (CINF) 0.1 $516k 4.5k 114.26
Union Pac Corp Stock (UNP) 0.1 $507k +13% 2.6k 195.83
Alto Ingredients Stock (ALTO) 0.1 $497k +312% 101k 4.94
Pimco 15 Year U.s. Tips Index Exchange-traded Fund Etf (LTPZ) 0.1 $491k +2532% 5.7k 86.75
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $489k -13% 4.9k 100.64
Parker-hannifin Corp Stock (PH) 0.1 $488k 1.7k 279.66
Okta Inc Cl A Stock (OKTA) 0.1 $479k 2.0k 237.25
Visa Inc Com Cl A Stock (V) 0.1 $477k 2.1k 222.69
Global X Fintech Thematic Etf Etf (FINX) 0.1 $473k +23% 9.8k 48.07
Theratechnologies Stock (THTX) 0.1 $471k +14% 126k 3.75
Coca Cola Stock (KO) 0.1 $469k -3% 8.9k 52.44
Sysco Corp Stock (SYY) 0.1 $469k +3% 6.0k 78.49
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.1 $467k +60% 4.5k 103.09
Davis Select Worldwide Etf Etf (DWLD) 0.1 $465k +10% 16k 29.73
Texas Instrs Stock (TXN) 0.1 $464k 2.4k 192.37
Nordson Corp Stock (NDSN) 0.1 $462k +3% 1.9k 238.27
Genuine Parts Stock (GPC) 0.1 $457k +3% 3.8k 121.12
Spdr Gold Etf Etf (GLD) 0.1 $456k -8% 2.8k 164.27
Johnson & Johnson Stock (JNJ) 0.1 $452k -9% 2.8k 161.66
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.1 $451k +76% 13k 36.11
Cornerstone Total Return Fd In Cef (CRF) 0.1 $446k +12% 36k 12.42
Amer States Wtr Stock (AWR) 0.1 $443k +3% 5.2k 85.54
Costco Whsl Corp Stock (COST) 0.1 $442k +6% 985.00 448.73
Citigroup Stock (C) 0.1 $429k +12% 6.1k 70.22
Delta Air Lines Inc Del Stock (DAL) 0.1 $422k +2% 9.9k 42.63
Oracle Corp Stock (ORCL) 0.1 $419k 4.8k 87.11
Unitedhealth Group Stock (UNH) 0.1 $419k 1.1k 390.86
Walmart Stock (WMT) 0.1 $418k -21% 3.0k 139.52
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $410k -4% 14k 29.63
Ishares Tips Bond Etf Etf (TIP) 0.1 $408k 3.2k 127.58
Lancaster Colony Corp Stock (LANC) 0.1 $396k +2% 2.3k 169.01
Paypal Hldgs Stock (PYPL) 0.1 $396k -3% 1.5k 260.36
Global X Genomics & Biotechnology Etf Etf (GNOM) 0.1 $389k NEW 18k 22.14
Exxon Mobil Corp Stock (XOM) 0.1 $382k +21% 6.5k 58.81
Ishares Commodities Select Strategy Etf Etf (COMT) 0.1 $381k -24% 11k 35.80
Bristol-myers Squibb Stock (BMY) 0.1 $381k -3% 6.4k 59.18
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA) 0.1 $373k -40% 6.7k 55.80
Ishares Aggregate Bond Etf Etf (AGG) 0.1 $367k 3.2k 114.90
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.1 $366k +35% 4.7k 78.42
Entegris Stock (ENTG) 0.1 $366k 2.9k 125.99
Abm Inds Stock (ABM) 0.1 $350k +5% 7.8k 45.02
Illinois Tool Wks Stock (ITW) 0.1 $349k 1.7k 206.75
Ford Mtr Co Del Stock (F) 0.1 $344k 24k 14.17
Vanguard Health Care Index Fund Etf (VHT) 0.1 $342k +33% 1.4k 247.11
Spdr High Yield Bond Etf Etf (JNK) 0.1 $342k 3.1k 109.47
Ark Innovation Etf Etf (ARKK) 0.1 $337k +151% 3.0k 110.56
Global X Video Games & Esports Etf Etf (HERO) 0.1 $335k +61% 12k 27.99
Mastercard Incorporated Cl A Stock (MA) 0.1 $334k 962.00 347.19
Global X Social Media Index Fund Etf (SOCL) 0.1 $332k +22% 5.4k 60.95
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.1 $328k +6% 6.7k 48.71
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $324k 1.8k 179.70
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.1 $323k +10% 9.4k 34.42
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $322k 3.2k 101.90
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $321k 3.8k 85.40
United Parcel Service Inc Cl B Stock (UPS) 0.1 $320k 1.8k 181.92
Global X Cloud Computing Etf Etf (CLOU) 0.1 $319k +13% 11k 29.28
Fuller H B Stock (FUL) 0.1 $318k +4% 4.9k 64.54
Global X Millennial Consumer Etf Etf (MILN) 0.1 $317k +13% 7.4k 43.00
Hormel Foods Corp Stock (HRL) 0.1 $315k +2% 7.7k 40.95
California Wtr Svc Group Stock (CWT) 0.1 $313k +5% 5.3k 59.01
Global X Internet Of Things Thematic Etf Etf (SNSR) 0.1 $313k +81% 8.6k 36.34
Cummins Stock (CMI) 0.1 $312k -6% 1.4k 224.62
Northwest Nat Hldg Stock (NWN) 0.1 $307k +8% 6.7k 46.01
Marsh & Mclennan Cos Stock (MMC) 0.1 $305k 2.0k 151.21
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $302k +11% 7.8k 38.95
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $301k +81% 2.3k 131.56
Ishares Core International Aggregate Bond Fund Etf (IAGG) 0.0 $300k 5.4k 55.11
Albemarle Corp Stock (ALB) 0.0 $298k +53% 1.4k 218.80
Swan Hedged Equity Us Large Cap Etf Etf (HEGD) 0.0 $298k +71% 16k 18.25
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $297k -22% 3.4k 87.15
Ishares Global Financials Etf Etf (IXG) 0.0 $296k 3.8k 78.54
Vanguard Total Bond Market Etf Etf (BND) 0.0 $292k -3% 3.4k 85.33
Global X Autonomous & Electric Vehicles Etf Etf (DRIV) 0.0 $287k +423% 11k 27.40

Past Filings by Creative Financial Designs

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

View all past filings