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Creekside Partners

Latest statistics and disclosures from Creekside Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002035951

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Positions held by Creekside Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Creekside Partners

Creekside Partners holds 162 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$9.4M	244k	38.42	View chart
Apple (AAPL)	4.6	$8.2M	39k	210.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.9	$7.0M	148k	47.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$6.3M	26k	242.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.4	$6.1M	34k	182.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.3	$5.9M	27k	218.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$5.4M	109k	49.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.9	$5.2M	83k	62.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$5.2M	28k	182.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.5	$4.4M	69k	64.25	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.9	$3.4M	33k	104.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$2.9M	37k	77.83	View chart
Microsoft Corporation (MSFT)	1.6	$2.9M	6.4k	446.96	View chart
Ishares Tr Msci Kld400 Soc (DSI)	1.5	$2.8M	27k	103.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$2.8M	33k	83.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$2.7M	103k	26.56	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.5	$2.6M	118k	22.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$2.6M	60k	43.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$2.6M	9.7k	267.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$2.6M	42k	61.64	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.3	$2.3M	27k	86.61	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$2.2M	10k	215.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$2.0M	35k	58.64	View chart
Ishares Tr Global 100 Etf (IOO)	1.1	$2.0M	21k	96.58	View chart
NVIDIA Corporation (NVDA)	1.1	$2.0M	16k	123.54	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$1.9M	7.8k	250.14	View chart
Amazon (AMZN)	1.0	$1.9M	9.6k	193.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.9M	11k	164.27	View chart
Doubleline Yield (DLY)	1.0	$1.8M	113k	15.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$1.6M	14k	112.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$1.5M	13k	118.60	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.8	$1.5M	47k	31.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$1.5M	17k	83.96	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.8	$1.4M	124k	11.64	View chart
Chevron Corporation (CVX)	0.8	$1.4M	8.9k	156.42	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$1.2M	35k	35.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.2M	25k	48.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.2M	21k	58.52	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$1.2M	16k	74.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.2M	20k	60.30	View chart
Johnson & Johnson (JNJ)	0.7	$1.2M	8.1k	146.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.1M	15k	72.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.1M	9.8k	106.78	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.6	$1.0M	22k	45.48	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$1.0M	8.5k	118.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.6	$1.0M	24k	42.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$995k	5.5k	182.14	View chart
Caterpillar (CAT)	0.5	$923k	2.8k	333.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$894k	5.6k	160.42	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.5	$832k	24k	34.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$828k	11k	77.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$828k	1.7k	500.11	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$803k	12k	68.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$778k	22k	35.58	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$764k	20k	38.41	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$743k	12k	62.91	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$708k	8.1k	87.74	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$670k	24k	27.67	View chart
JPMorgan Chase & Co. (JPM)	0.4	$665k	3.3k	202.26	View chart
McDonald's Corporation (MCD)	0.4	$658k	2.6k	254.87	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$655k	23k	28.30	View chart
Ishares Glb Enr Prod Etf (FILL)	0.4	$650k	25k	25.98	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.4	$649k	3.7k	175.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$648k	6.1k	106.67	View chart
Procter & Gamble Company (PG)	0.4	$637k	3.9k	164.92	View chart
Cisco Systems (CSCO)	0.3	$617k	13k	47.51	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$611k	21k	29.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$601k	4.0k	150.43	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.3	$592k	5.7k	103.74	View chart
Pepsi (PEP)	0.3	$588k	3.6k	164.94	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.3	$587k	61k	9.69	View chart
International Business Machines (IBM)	0.3	$584k	3.4k	172.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$581k	8.5k	68.53	View chart
Park National Corporation (PRK)	0.3	$580k	4.1k	142.34	View chart
Wells Fargo & Company (WFC)	0.3	$566k	9.5k	59.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$563k	3.3k	168.77	View chart
Vanguard World Utilities Etf (VPU)	0.3	$556k	3.8k	147.90	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.3	$543k	8.0k	68.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$540k	1.1k	479.27	View chart
Vanguard World Health Car Etf (VHT)	0.3	$538k	2.0k	265.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$532k	2.9k	183.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$516k	949.00	544.11	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$508k	3.7k	137.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$497k	1.2k	406.80	View chart
Home Depot (HD)	0.3	$491k	1.4k	344.27	View chart
Nextera Energy (NEE)	0.3	$489k	6.9k	70.81	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$478k	5.2k	91.15	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.3	$477k	9.5k	50.03	View chart
Tesla Motors (TSLA)	0.3	$476k	2.4k	197.88	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$474k	886.00	535.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$471k	6.0k	78.33	View chart
Enterprise Products Partners (EPD)	0.3	$463k	16k	28.98	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.3	$456k	8.1k	56.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$444k	6.8k	64.95	View chart
Oracle Corporation (ORCL)	0.2	$425k	3.0k	141.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$424k	8.7k	48.54	View chart
Deere & Company (DE)	0.2	$422k	1.1k	373.63	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$421k	6.1k	69.36	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$420k	1.9k	226.29	View chart
Broadcom (AVGO)	0.2	$414k	258.00	1604.67	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$414k	7.5k	54.92	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$413k	12k	34.76	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$413k	2.7k	152.30	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$410k	7.4k	55.10	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$405k	4.8k	84.06	View chart
Williams-Sonoma (WSM)	0.2	$404k	1.4k	282.37	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$403k	35k	11.55	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$399k	7.1k	56.61	View chart
Texas Instruments Incorporated (TXN)	0.2	$392k	2.0k	194.53	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$378k	4.8k	78.31	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.2	$375k	12k	31.35	View chart
Linde SHS (LIN)	0.2	$369k	841.00	438.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$365k	977.00	373.85	View chart
4068594 Enphase Energy (ENPH)	0.2	$362k	3.6k	99.71	View chart
Starbucks Corporation (SBUX)	0.2	$358k	4.6k	77.84	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$356k	6.4k	56.04	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$354k	4.0k	88.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$354k	20k	17.36	View chart
Kraneshares Trust Global Carb Stra (KRBN)	0.2	$350k	11k	32.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$350k	607.00	576.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$343k	1.5k	229.53	View chart
Target Corporation (TGT)	0.2	$343k	2.3k	148.03	View chart
Abbvie (ABBV)	0.2	$336k	2.0k	171.52	View chart
Meta Platforms Cl A (META)	0.2	$327k	648.00	504.22	View chart
Public Storage (PSA)	0.2	$320k	1.1k	287.65	View chart
Qualcomm (QCOM)	0.2	$320k	1.6k	199.18	View chart
Vanguard World Financials Etf (VFH)	0.2	$313k	3.1k	99.88	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$313k	18k	17.86	View chart
Us Bancorp Del Com New (USB)	0.2	$306k	7.7k	39.70	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$301k	4.8k	62.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$297k	1.2k	249.61	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.2	$289k	15k	18.90	View chart
Aon Shs Cl A (AON)	0.2	$288k	982.00	293.58	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$280k	2.5k	112.35	View chart
Nuveen Mun Value Fd 2 (NUW)	0.2	$278k	20k	13.88	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$271k	9.1k	29.64	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$255k	2.9k	88.12	View chart
Merck & Co (MRK)	0.1	$254k	2.1k	123.78	View chart
Doubleline Income Solutions (DSL)	0.1	$254k	20k	12.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$251k	3.2k	77.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$250k	3.7k	66.98	View chart
Okta Cl A (OKTA)	0.1	$250k	2.7k	93.61	View chart
Pimco High Income Com Shs (PHK)	0.1	$241k	50k	4.82	View chart
Abbott Laboratories (ABT)	0.1	$238k	2.3k	103.91	View chart
Becton, Dickinson and (BDX)	0.1	$234k	1.0k	233.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$232k	3.7k	63.54	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$232k	13k	17.30	View chart
Osisko Gold Royalties (OR)	0.1	$229k	15k	15.58	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.1	$226k	1.8k	128.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$225k	2.8k	79.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$223k	1.3k	170.76	View chart
Novo-nordisk A S Adr (NVO)	0.1	$215k	1.5k	142.74	View chart
Norfolk Southern (NSC)	0.1	$211k	983.00	214.69	View chart
Parker-Hannifin Corporation (PH)	0.1	$207k	410.00	505.81	View chart
Fs Kkr Capital Corp (FSK)	0.1	$206k	10k	19.73	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$204k	5.9k	34.43	View chart
Ishares Msci Cda Etf (EWC)	0.1	$203k	5.5k	37.09	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$156k	15k	10.71	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.1	$154k	58k	2.68	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$119k	13k	9.19	View chart
Invesco Municipal Income Opp Trust (OIA)	0.1	$95k	15k	6.35	View chart
Thredup Cl A (TDUP)	0.0	$51k	30k	1.70	View chart

Past Filings by Creekside Partners

SEC 13F filings are viewable for Creekside Partners going back to 2024

Creekside Partners 2024 Q2 filed Aug. 30, 2024

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