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CIK: 0000819864
Total reported value
$2.1B
$2.1B
1794 檔
8.6%
At the close of Q4 2024, Creative Financial Designs Inc /adv disclosed equity holdings valued at approximately $2.1B, spread across 1794 reported holdings.
During Q4 2024, Creative Financial Designs Inc /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1794 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.17% | -0.86% | +0.25% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.11% | -0.08% | +4.21% | |
| 3 | IOO | Ishares Global 100 ETF | ETF-Other | 3.03% | +0.04% | +2966.71% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.82% | -0.91% | +2.46% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.22% | -0.25% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.34% | -0.95% | +1.25% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.33% | -0.47% | -6.33% | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.15% | -0.53% | +0.33% | |
| 9 | GLRY | Inspire Growth ETF | ETF-Other | 1.79% | -0.24% | +0.66% | |
| 10 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.77% | -0.06% | +2.29% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.71% | -0.30% | +2.54% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.68% | -0.41% | +10.32% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.67% | -0.17% | -24.23% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.15% | -0.81% | |
| 15 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.65% | -0.36% | +7.55% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.51% | -0.08% | +8.85% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.36% | -0.10% | +0.90% | |
| 18 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 1.30% | -0.43% | +1.87% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 1.09% | -0.27% | +715.48% | |
| 20 | BLES | Inspire Global Hope ETF | ETF-Other | 1.03% | +0.14% | +5.03% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 1.02% | -0.21% | -0.54% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.11% | -0.12% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.00% | -0.05% | +4.87% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.98% | -0.04% | +292.45% | |
| 25 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 0.95% | -0.12% | — | |
| 26 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.93% | -0.65% | +124.94% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.78% | -0.16% | -0.68% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.09% | +6.35% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.26% | +1.91% | |
| 30 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.72% | -0.42% | +1.29% | |
| 31 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.68% | -0.28% | +1.90% | |
| 32 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.66% | -0.06% | +7.82% | |
| 33 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.63% | -0.02% | +0.91% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | +2.46% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.08% | +2.70% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.61% | -0.02% | +103.34% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | -0.20% | +0.72% | |
| 38 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.57% | — | +654.34% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | — | -4.05% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.09% | +3.90% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.26% | +0.82% | |
| 42 | CGUS | Cap Group Core Equity | ETF-Other | 0.52% | -0.13% | -0.01% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.52% | -0.18% | +0.13% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.08% | +0.68% | |
| 45 | FDG | American Century Focused Dyn | ETF-Other | 0.47% | -0.05% | -8.23% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.01% | -17.23% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | +0.02% | -8.30% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | -9.13% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.44% | -0.12% | +260.18% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.08% | +8.04% |
According to official SEC Form 13F filings, Creative Financial Designs Inc /adv reported a total U.S. public equity portfolio value of $2.1B across 1794 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, SPYV, IOO) accounted for 8.6% of total reported equity market value during Q4 2024.
During Q4 2024, Creative Financial Designs Inc /adv's top holdings by market value included VONG (3.2%)、SPYV (3.1%)、IOO (3.0%). The largest single position, VONG, represented 3.2% of total portfolio value.
In Q4 2024, Creative Financial Designs Inc /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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