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Capital Group Conservative E shares owned by Creative Financial Designs

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.6k 250 30.49

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State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
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Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
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State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Amazon Stock (AMZN)
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Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Corporate Bond Etf Etf (IBD)

View all positions for Creative Financial Designs

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E