Creative Financial Designs Inc /Adv
$1.6B Assets Reported
2,241 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 465,070 | $91M | 5.5% |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 711,404 | $42M | 2.6% |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | 445,080 | $42M | 2.5% |
| PTL | INSPIRE 500 ETF | 146,614 | $37M | 2.2% |
| AAPL | APPLE INC COM | 124,430 | $32M | 1.9% |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 1,030,100 | $30M | 1.8% |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 263,711 | $29M | 1.8% |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | 778,758 | $28M | 1.7% |
| AMZN | AMAZON COM INC COM | 129,013 | $27M | 1.6% |
| LLY | ELI LILLY & CO COM | 28,285 | $26M | 1.6% |
Track Creative Financial Designs Inc /Adv's 13F portfolio: $1.6B in reported holdings, 2,241 positions. Top holdings, AUM, and quarterly changes on SentiSense.