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World Fds Tr shares owned by Creative Financial Designs

Quarter-by-quarter ownership of World Fds Tr (BTCL) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in World Fds Tr

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All positions including World Fds Tr held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in World Fds Tr by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 300 56.19
2025-06-30 $5.4k 100 53.62
2025-03-31 $3.4k 100 34.11
2024-12-31 $4.9k 100 48.63

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Vanguard Russell 1000 Growth Etf Etf (VONG)
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Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding World Fds Tr

SkyOak Wealt
Belvedere Trading
Sandbox Financial Partners
Citadel Advisors
TRUE Private Wealth Advisors
Jane Street
Simplex Trading
Creative Financial Designs
Global Retirement Partners

View all funds holding World Fds Tr