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CIK: 0000819864
Total reported value
$2.1B
$2.1B
2008 檔
8.0%
In Q2 2025, Creative Financial Designs Inc /adv's U.S. equity holdings reached a combined market value of $2.1B, distributed across 2008 disclosed stock positions.
During Q2 2025, 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 2008 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.97% | -0.08% | -0.06% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 2.88% | -0.95% | +23.19% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.22% | -0.47% | -2.53% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.20% | -0.86% | -28.79% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.89% | -0.53% | -3.02% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.88% | -0.22% | +4.78% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | -0.15% | +15.22% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 1.79% | -0.21% | +57.11% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.72% | -0.17% | +4.41% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.71% | -0.08% | +17.43% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.71% | -0.41% | +4.56% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.64% | -0.30% | +3.57% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.61% | -0.36% | +4.58% | |
| 14 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 1.55% | -0.43% | +33.57% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | +0.11% | +10.94% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.49% | -0.91% | -43.20% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.31% | -0.04% | +29.38% | |
| 18 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 1.24% | -0.12% | +14.09% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 1.20% | -0.27% | +6.30% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.18% | -0.10% | -23.65% | |
| 21 | WWJD | Inspire International ETF | ETF-Other | 1.09% | -0.26% | +6297.12% | |
| 22 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.07% | -0.28% | +71.51% | |
| 23 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 0.97% | -0.63% | — | |
| 24 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.95% | +0.44% | — | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | -0.05% | +8.42% | |
| 26 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.93% | +1.29% | +3276.12% | |
| 27 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.93% | -0.65% | +11.17% | |
| 28 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.88% | +0.03% | +2080.88% | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.85% | -0.06% | -49.83% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.09% | +9.93% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.26% | +1.39% | |
| 32 | GLRY | Inspire Growth ETF | ETF-Other | 0.73% | -0.24% | -56.65% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.26% | +39.10% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.70% | -0.16% | -1.22% | |
| 35 | BIBL | Inspire 100 ETF | ETF-Other | 0.67% | +1.18% | +509.66% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.09% | +3.88% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.08% | +5.59% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | +7.00% | |
| 39 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.60% | -0.33% | +84.13% | |
| 40 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.58% | — | +18.26% | |
| 41 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.57% | -0.06% | -7.99% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.05% | +54.02% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.25% | +335.74% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | +0.01% | -2.33% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.20% | -11.13% | |
| 46 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.48% | -0.42% | -28.67% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.08% | +4.94% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.08% | +4.40% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | -0.12% | +6.22% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.44% | -0.09% | +4.70% |
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 2008 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, VTV, VCSH) accounted for 8.0% of total reported equity market value during Q2 2025.
During Q2 2025, Creative Financial Designs Inc /adv's top holdings by market value included SPYV (3.0%)、VTV (2.9%)、VCSH (2.2%). The largest single position, SPYV, represented 3.0% of total portfolio value.
In Q2 2025, 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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