CREATIVE FINANCIAL DESIGNS INC /ADV 13F Holdings
CIK 0000819864 · KOKOMO, IN
As of Sep 30, 2025, CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,047 positions worth
CIK 0000819864 · KOKOMO, IN
As of Sep 30, 2025, CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,047 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 825,846 | $45.7M | 3.55% |
| VANGUARD VALUE INDEX FUND | VTV | — | 232,863 | $43.4M | 3.38% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 625,419 | $37.5M | 2.92% |
| BNY MELLON INTERNATIONAL EQUITY ETF | BKIE | — | 390,947 | $35.0M | 2.72% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 285,797 | $34.4M | 2.68% |
| APPLE INC | AAPL | Technology | 126,907 | $32.3M | 2.51% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 944,178 | $27.7M | 2.15% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 55,770 | $26.7M | 2.08% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 635,453 | $26.7M | 2.08% |
| AMAZON.COM INC | AMZN | Equity | 116,163 | $25.5M | 1.98% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 428,041 | $25.2M | 1.96% |
| Ishares Tr | — | — | 463,558 | $23.6M | 1.83% |
| NORTHERN LTS FD TR IV | IBD | — | 937,889 | $22.7M | 1.76% |
| FIDELITY TOTAL BOND ETF | FBND | — | 465,743 | $21.5M | 1.68% |
| ELI LILLY & CO | LLY | Healthcare | 27,175 | $20.7M | 1.61% |
| VANGUARD WORLD FUND | MGK | — | 51,491 | $20.7M | 1.61% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 250,261 | $20.0M | 1.56% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 99,625 | 8.9M | 1.47% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 240,514 | 7.6M | 1.37% |
| INSPIRE INTERNATIONAL ETF | WWJD | — | 464,667 | 6.4M | 1.27% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 335,873 | 6.0M | 1.24% |
| INVESCO EXCH TRADED FD TR II | PIZ | — | 313,396 | 4.9M | 1.16% |
| STRATEGY SHS | ELCV | — | 538,856 | 4.4M | 1.12% |
| PACER TRENDPILOT 100 ETF | PTNQ | — | 183,837 | 4.3M | 1.11% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 527,282 | 4.2M | 1.10% |