Portfolio (Quarterly)
Guide ↗
Creative Capital Management Investments LLC
· CIK 0001957363| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | — | 509 | $23K | 0.01% | SOLD |
| 2 | XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | — | 332 | $21K | 0.01% | SOLD |
| 3 | MDLZ | MONDELEZ INTL INC CL A | Consumer Defensive | 300 | $19K | 0.01% | SOLD |
| 4 | LQD | ISHARES IBOXX CORPORATE BOND ETF | — | 139 | $15K | 0.01% | SOLD |
| 5 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 82 | $9K | 0.00% | SOLD |
| 6 | TGT | TARGET CORP COM | Consumer Defensive | 64 | $6K | 0.00% | SOLD |
| 7 | — | RALLIANT CORP COM | — | 116 | $5K | 0.00% | SOLD |
| 8 | ETHA | ISHARES ETHEREUM TRUST ETF | Financial Services | 92 | $3K | 0.00% | SOLD |
| 9 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 28 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
47.5%
Consumer Cyclical
12.8%
Financial Services
8.8%
Industrials
8.6%
Healthcare
8.5%
Communication Services
5.1%
Consumer Defensive
3.6%
Energy
2.5%
Utilities
2.4%
Real Estate
0.2%