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Home > Institutional Investor > Creekside Partners > 13F Holdings

Instuitional Investor - Creekside Partners

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 528,203 $14,631,223 5.3%
2.
Schwab Strategic Trust
 SCHD 319,422 $11,540,720 4.18%
3.
Apple Inc.
 AAPL 35,966 $10,406,989 3.77%
4.
Vanguard Tax-Managed Fds
 134,444 $9,579,129 3.47%
5.
Schwab Strategic Trust
 SCHD 318,600 $9,226,658 3.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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