Portfolio (Quarterly)
Guide ↗
Creative Capital Management Investments LLC
· CIK 0001957363| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SCYB | SCHWAB HIGH YIELD BOND ETF | — | 45 | $1K | — | SOLD |
| 22 | GSK | GSK PLC SPONSORED ADR | Healthcare | 20 | $981.0 | — | SOLD |
| 23 | USRT | ISHARES CORE U.S. REIT ETF | — | 16 | $911.0 | — | SOLD |
| 24 | VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | — | 19 | $871.0 | — | SOLD |
| 25 | MBB | ISHARES MBS BOND ETF | — | 4 | $381.0 | — | SOLD |
| 26 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | — | 8 | $362.0 | — | SOLD |
| 27 | SCHE | SCHWAB EMERGING MARKET EQ ETF | — | 9 | $295.0 | — | SOLD |
| 28 | HLN | HALEON PLC SPON ADS | Healthcare | 25 | $253.0 | — | SOLD |
| 29 | SCHH | SCHWAB U.S. REIT ETF | — | 9 | $188.0 | — | SOLD |
Sector Allocation
Technology
39.8%
Industrials
14.0%
Consumer Cyclical
11.0%
Financial Services
10.7%
Healthcare
8.1%
Communication Services
6.9%
Consumer Defensive
4.1%
Utilities
2.1%
Energy
1.6%
Basic Materials
0.9%