CREATIVE FINANCIAL DESIGNS INC /ADV Q3 2024 Filing

Filed October 28, 2024

Portfolio Value

$1.2B

Holdings

1,688

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,688 positions)

#StockSharesValue% PortfolioType
1
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
719,207$38.0T3204857.03%
2
VONGVANGUARD RUSSELL 1000 GROWTH ETF
376,252$36.3T3061421.55%
3
FBNDFIDELITY TOTAL BOND ETF
756,163$35.3T2979419.17%
4
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
392,500$31.2T2627830.79%
5
VTVVANGUARD VALUE ETF
167,777$29.3T2469049.60%
6
AAPLAPPLE INC COM
120,926$28.2T2375217.49%
7
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
910,617$26.8T2257657.30%
8
VUGVANGUARD GROWTH ETF
66,169$25.4T2141571.77%
9
GLRYINSPIRE FAITHWARD MID CAP MOMENTUM ETF
708,314$22.3T1877314.12%
10
VGSHVANGUARD SHORT-TERM TREASURY ETF
352,069$20.8T1751677.23%
11
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
281,401$20.5T1731002.75%
12
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
323,373$19.5T1647067.04%
13
SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
380,695$19.2T1618427.97%
14
IUSVISHARES CORE S&P US VALUE ETF
184,236$17.6T1483061.44%
15
AMZNAMAZON COM INC COM
94,217$17.6T1479925.82%
16
SPHQINVESCO S&P 500 QUALITY ETF
248,305$16.7T1408101.90%
17
IBDINSPIRE CORPORATE BOND ETF
667,785$16.1T1355565.91%
18
SCHFSCHWAB INTERNATIONAL EQUITY ETF
361,837$14.9T1254276.71%
19
LLYELI LILLY & CO COM
16,339$14.5T1220280.80%
20
JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
215,529$14.2T1199704.95%
21
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
359,528$13.1T1104430.05%
22
BLESINSPIRE GLOBAL HOPE ETF
327,012$12.9T1089177.82%
23
COWZPACER US CASH COWS 100 ETF
207,713$12.0T1012614.14%
24
TLTISHARES 20 YEAR TREASURY BOND ETF
107,171$10.5T886283.97%
25
VWOVANGUARD FTSE EMERGING MARKETS ETF
207,764$9.9T838068.27%
26
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
324,518$9.8T828365.76%
27
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
321,870$9.0T755400.68%
28
UITBVICTORYSHARES CORE INTERMEDIATE BOND ETF
178,992$8.6T723217.90%
29
NDQINVESCO QQQ TRUST SERIES I
17,408$8.5T716255.06%
30
TPHDTIMOTHY PLAN HIGH DIVIDEND STOCK ETF
212,991$8.0T676909.82%
31
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
151,707$7.7T647119.47%
32
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
145,086$7.7T645905.63%
33
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF
194,329$7.6T637522.17%
34
VOOVANGUARD S&P 500 ETF
13,786$7.3T613242.94%
35
SPYSPDR S&P 500 ETF TRUST
12,614$7.2T610137.24%
36
VGTVANGUARD INFORMATION TECHNOLOGY ETF
11,927$7.0T589696.52%
37
XLFFINANCIAL SELECT SECTOR SPDR FUND
150,284$6.8T574155.06%
38
BACBANK AMERICA CORP COM
164,361$6.5T549790.85%
39
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
27,768$6.3T528461.69%
40
CGUSCAPITAL GROUP CORE EQUITY ETF
182,145$6.2T526363.30%
41
MSFTMICROSOFT CORP COM
14,403$6.2T522457.60%
42
IJHISHARES CORE S&P MID CAP ETF
98,418$6.1T517048.57%
43
NVDANVIDIA CORPORATION COM
49,635$6.0T508134.78%
44
IYWISHARES U.S. TECHNOLOGY ETF
39,688$6.0T507278.46%
45
MUBISHARES NATIONAL MUNI BOND ETF
54,873$6.0T502497.30%
46
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
67,371$6.0T502286.13%
47
SPYMSPDR PORTFOLIO S&P 500 ETF
87,345$5.9T497085.67%
48
FDGAMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
61,156$5.7T477652.33%
49
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
54,100$5.6T475122.49%
50
SCHZSCHWAB US AGGREGATE BOND ETF
115,863$5.5T464138.12%
51
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
105,126$5.4T459233.38%
52
AQLTISHARES CORE MSCI EAFE ETF
66,316$5.2T436333.63%
53
PTNQPACER TRENDPILOT 100 ETF
68,941$5.1T426176.41%
54
VYMVANGUARD HIGH DIVIDEND YIELD
39,255$5.0T424238.35%
55
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF
103,928$5.0T421061.67%
56
XLEENERGY SELECT SECTOR SPDR FUND
55,381$4.9T409906.17%
57
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
89,802$4.6T384115.36%
58
RLYSPDR SSGA MULTI-ASSET REAL RETURN ETF
156,249$4.5T378557.12%
59
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
108,675$4.5T378179.88%
60
USTBVICTORYSHARES SHORT-TERM BOND ETF
87,370$4.4T374230.59%
61
CATCATERPILLAR INC COM
11,236$4.4T370462.13%
62
OXYOCCIDENTAL PETE CORP COM
84,729$4.4T368132.33%
63
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF
99,036$4.4T367290.77%
64
PTBDPACER TRENDPILOT US BOND ETF
208,486$4.3T362578.90%
65
JMEEJPMORGAN MARKET EXPANSION ENHANCED EQUITY ETF
70,287$4.3T361197.82%
66
HPKHIGHPEAK ENERGY INC COM
295,374$4.1T345612.69%
67
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
97,057$4.0T339467.39%
68
EDIVSPDR S&P EMERGING MARKETS DIVIDEND ETF
105,795$4.0T335962.03%
69
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
80,274$3.8T318866.25%
70
FLVAMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF
52,414$3.7T309127.66%
71
PPAINVESCO AEROSPACE & DEFENSE ETF
31,231$3.6T302690.52%
72
VTEBVANGUARD TAX-EXEMPT BOND ETF
68,635$3.5T295775.64%
73
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
27,397$3.5T290917.52%
74
XLREREAL ESTATE SELECT SECTOR SPDR FUND
76,883$3.4T289516.79%
75
IHIISHARES U.S. MEDICAL DEVICES ETF
57,910$3.4T289100.27%
76
AQLTISHARES RUSSELL TOP 200 ETF
24,301$3.4T287707.21%
77
VBKVANGUARD SMALL CAP GROWTH ETF
12,600$3.4T283995.14%
78
ILTBISHARES CORE 10 YEAR USD BOND ETF
62,673$3.3T281443.47%
79
MGVVANGUARD MEGA CAP VALUE ETF
25,503$3.3T275794.19%
80
FLRTPACER PACIFIC ASSET FLTNG RT HI INC ETF
66,993$3.2T268198.59%
81
GOOGLALPHABET INC CAP STK CL A
19,170$3.2T268015.49%
82
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
34,429$3.1T262373.72%
83
BTALAGF U.S. MARKET NEUTRAL ANTI-BETA FUND
158,626$3.1T262094.52%
84
IVWISHARES S&P 500 GROWTH ETF
31,707$3.0T255931.51%
85
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
14,978$3.0T252996.19%
86
USBUS BANCORP DEL COM NEW
64,298$2.9T247870.84%
87
VOVANGUARD MID-CAP ETF
11,065$2.9T246102.98%
88
MGKVANGUARD MEGA CAP GROWTH ETF
8,983$2.9T243796.20%
89
QUALISHARES MSCI USA QUALITY FACTOR ETF
15,633$2.8T236298.89%
90
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
29,872$2.8T234469.42%
91
HYEMVANECK EMERGING MARKETS HIGH YIELD BOND ETF
133,932$2.7T224567.20%
92
XOMEXXON MOBIL CORP COM
22,474$2.6T222078.25%
93
DGROISHARES CORE DIVIDEND GROWTH ETF
41,891$2.6T221383.87%
94
DUKDUKE ENERGY CORP NEW COM NEW
22,390$2.6T217629.57%
95
LMTLOCKHEED MARTIN CORP COM
4,401$2.6T216886.80%
96
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
30,770$2.6T215296.90%
97
FLINFRANKLIN FTSE INDIA ETF
58,864$2.5T207916.78%
98
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
60,910$2.5T207341.09%
99
SOXXISHARES SEMICONDUCTOR ETF
10,660$2.5T207217.68%
100
XSDSPDR S&P SEMICONDUCTOR ETF
10,180$2.4T206169.58%
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