Creative Financial Designs »

shares owned by Creative Financial Designs

Quarter-by-quarter ownership of (CXDO) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in

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

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Quarterly reported holdings in by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 6.0k 6.50
2025-06-30 $36k 6.0k 6.07
2025-03-31 $46k 9.5k 4.87
2024-12-31 $45k 8.5k 5.23

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
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

BlackRock
Essex Investment Management
Vanguard Group
Bard Associates
Acadian Asset Management
Creative Planning
Geode Capital Management
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Susquehanna International
Legato Capital Management
Pembroke Management
Perkins Capital Management
State Street Corporation

View all funds holding