Creative Financial Designs Inc /adv
CIK Number: 0000819864
Main Sectors:
Top Industries:
Filing Date: Aug 4, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR Portfolio ... | 55.48 | -0.02% | 789.16K | -0.06% | 41.3M | 42.81 | 2.97% | Share |
| 2 | VTV | Vanguard Value ... | 186.55 | -0.17% | 226.27K | +23.19% | 39.99M | 136.69 | 2.88% | Share |
| 3 | VCSH | Vanguard Short-... | 79.80 | +0.01% | 387.41K | -2.53% | 30.8M | 78.19 | 2.22% | Share |
| 4 | VONG | Vanguard Russel... | 121.36 | +0.12% | 280.44K | -28.79% | 30.62M | 65 | 2.20% | Share |
| 5 | SPTS | SPDR Portfolio ... | 29.27 | +0.03% | 897.06K | -3.02% | 26.27M | 28.87 | 1.89% | Share |
| 6 | AAPL | Apple Inc. | 257.13 | +0.66% | 127K | +4.78% | 26.06M | 120.73 | 1.88% | Share |
| 7 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 116.5K | +15.22% | 25.56M | 141 | 1.84% | Share |
| 8 | CGDV | Capital Group D... | 42.35 | +0.14% | 630.01K | +57.11% | 24.88M | 34.48 | 1.79% | Share |
| 9 | VUG | Vanguard Growth... | 483.23 | +0.28% | 54.54K | +4.41% | 23.91M | 343.54 | 1.72% | Share |
| 10 | IUSV | iShares Core S&... | 100.23 | -0.02% | 251.19K | +17.43% | 23.77M | 90.9 | 1.71% | Share |
| 11 | VGIT | Vanguard Interm... | 60.06 | +0.07% | 396.85K | +4.56% | 23.74M | 58.4 | 1.71% | Share |
| 12 | VGSH | Vanguard Short-... | 58.72 | +0.02% | 388.47K | +3.57% | 22.83M | 58.38 | 1.64% | Share |
| 13 | SLQD | iShares 0-5 Yea... | 50.73 | -0.01% | 442.77K | +4.58% | 22.4M | 48.74 | 1.61% | Share |
| 14 | IBD | Inspire Corpora... | 24.22 | +0.21% | 899.26K | +33.57% | 21.59M | 23.81 | 1.55% | Share |
| 15 | LLY | Eli Lilly and C... | 820.20 | -0.63% | 27.08K | +10.94% | 21.11M | 518.96 | 1.52% | Share |
| 16 | FBND | Fidelity Total ... | 46.40 | +0.12% | 453.09K | -43.2% | 20.73M | 47.54 | 1.49% | Share |
| 17 | MGK | Vanguard Mega C... | 405.20 | +0.17% | 49.83K | +29.38% | 18.25M | 323.32 | 1.31% | Share |
| 18 | BKIE | BNY Mellon Inte... | 89.78 | +0.16% | 199.93K | +14.09% | 17.23M | 74.48 | 1.24% | Share |
| 19 | VPU | Vanguard Utilit... | 190.72 | -0.09% | 94.44K | +6.30% | 16.67M | 161.62 | 1.20% | Share |
| 20 | SPHQ | Invesco S&P 500... | 73.97 | +0.32% | 230.71K | -23.65% | 16.44M | 65.37 | 1.18% | Share |
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