CREATIVE FINANCIAL DESIGNS INC /ADV - Portfolio overview

CREATIVE FINANCIAL DESIGNS INC /ADV has 2299 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD VALUE ETF, 5.52%
2. VGIT - VANGUARD INTERMEDIATE-TERM TREASURY ETF, 2.56%
3. BKIE - BNY MELLON INTERNATIONAL EQUITY ETF, 2.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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