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Home > Institutional Investor > Creative Financial Designs Inc V > 13F Holdings

Instuitional Investor - Creative Financial Designs Inc V

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 789,159 $41,304,592 2.97%
2.
Vanguard Value Etf - ETF
 226,274 $39,991,657 2.88%
3.
Vanguard Scottsdale Funds
 387,411 $30,799,201 2.22%
4.
Vanguard Scottsdale Funds
 280,438 $30,623,852 2.2%
5.
Spdr Portfolio Short Term Treasury Etf - ETF
 897,060 $26,274,880 1.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)