Creative Capital Management Investments LLC Purchases in Q3 2025

Creative Capital Management Investments LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
145K
+ 7.38%
$29.25 - $31.56 $4.23M - $4.57M
2.11M $66.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
88.4K
+ 5.99%
$36.04 - $38.78 $3.19M - $3.43M
1.57M $60.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
114K
+ 11.28%
$41.8 - $43.15 $4.75M - $4.9M
1.12M $47.9M
AVUV
American Centy ETF Tr Avantis

ETFs
4.43K
+ 1.54%
$90.37 - $102.12 $400K - $452K
292K $29M
DFAE
Dimensional ETF Tr

ETFs
21.8K
+ 3.86%
$28.84 - $31.84 $629K - $695K
587K $18.5M
VTI
Vanguard Total Stock Market Et

ETFs
477
+ 10.51%
$303.93 - $329.86 $145K - $157K
5.02K $1.65M
GOOGL
Alphabet Inc.

Communication Services
97
+ 4.1%
$174.36 - $254.72 $16.9K - $24.7K
2.46K $598K
IWB
Ishares Tr Russell 1000 ETF

ETFs
482
New
$339.37 - $366.46 $164K - $177K
482 $176K
RTX
Raytheon Technologies Corp

Industrials
41
+ 0.62%
$144.19 - $167.33 $5.91K - $6.86K
6.68K $1.12M
VUG
Vanguard Growth ETF

ETFs
281
New
$433.97 - $484.08 $122K - $136K
281 $134K
AVGO
Broadcom Inc.

Technology
186
+ 54.71%
$264.74 - $369.57 $49.2K - $68.7K
526 $173K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.31K
+ 29.65%
$47.18 - $48.17 $61.9K - $63.2K
5.73K $275K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.25K
+ 10.6%
$23.82 - $25.84 $29.8K - $32.3K
13.1K $335K
ORCL
Oracle Corp

Technology
8
+ 1.0%
$218.96 - $328.33 $1.75K - $2.63K
806 $226K
VEA
Vanguard Ftse Developed Market

ETFs
647
+ 31.95%
$56.02 - $60.3 $36.2K - $39K
2.67K $160K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 1.02%
$459.11 - $506.91 $9.18K - $10.1K
1.98K $996K
AMZN
Amazon Com Inc

Consumer Cyclical
169
+ 1.9%
$211.65 - $238.24 $35.8K - $40.3K
9.09K $2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
422
+ 24.46%
$68.24 - $73.73 $28.8K - $31.1K
2.15K $157K
META
Meta Platforms, Inc.

Communication Services
50
+ 29.59%
$695.21 - $791.73 $34.8K - $39.6K
219 $160K
XLK
Technology Sector Spdr

ETFs
40
+ 5.39%
$250.97 - $282.66 $10K - $11.3K
782 $220K
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 7.72%
$282.78 - $316.06 $13.3K - $14.9K
656 $206K
XEL
Xcel Energy Inc

Utilities
50
+ 2.39%
$67.56 - $80.65 $3.38K - $4.03K
2.14K $172K
XOM
Exxon Mobil Corp

Energy
91
+ 2.52%
$105.83 - $117.22 $9.63K - $10.7K
3.7K $417K
VDE
Vanguard Energy ETF

ETFs
196
New
$118.37 - $129.65 $23.2K - $25.4K
196 $24K
DFAT
Dimensional ETF Tr U S Target

ETFs
356
New
$53.36 - $59.69 $19K - $21.2K
356 $20K
VNQ
Vanguard Specialized Funds Van

ETFs
183
+ 27.07%
$88.47 - $93.24 $16.2K - $17.1K
859 $78K
VLO
Valero Energy Corp

Energy
31
+ 9.31%
$131.77 - $175.63 $4.08K - $5.44K
364 $61K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
278
+ 85.54%
$49.43 - $54.52 $13.7K - $15.2K
603 $32K
LQD
Ishares Iboxx $ Investment Gra

ETFs
139
New
$107.66 - $112.36 $15K - $15.6K
139 $15K
ITOT
Ishares Core S&P Total U.S. St

ETFs
82
New
$135.0 - $146.02 $11.1K - $12K
82 $11K
DGRO
Ishares Core Dividend Growth E

ETFs
148
New
$64.12 - $68.08 $9.49K - $10.1K
148 $10K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
471
New
$21.69 - $23.34 $10.2K - $11K
471 $10K
IEMG
Ishares Inc

ETFs
200
New
N/A
200 $10K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
58
+ 1.23%
$48.5 - $50.19 $2.81K - $2.91K
4.79K $239K
XLB
Select Sector Spdr Fd Material

ETFs
94
New
$86.72 - $92.61 $8.15K - $8.71K
94 $8K
MUB
Ishares National Muni Bond ETF

ETFs
82
New
$103.24 - $106.68 $8.47K - $8.75K
82 $8K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
82
+ 12.52%
$78.11 - $79.07 $6.41K - $6.48K
737 $58K
ALL
Allstate Corp

Financial Services
27
+ 30.0%
$192.0 - $214.65 $5.18K - $5.8K
117 $25K
XLE
Energy Sector Spdr

ETFs
74
New
$84.25 - $91.99 $6.23K - $6.81K
74 $6K
V
Visa Inc.

Financial Services
26
+ 8.72%
$332.09 - $358.86 $8.63K - $9.33K
324 $110K
HCA
Hca Healthcare, Inc.

Healthcare
12
New
$334.32 - $426.2 $4.01K - $5.11K
12 $5K
SPGI
S&P Global Inc.

Financial Services
13
+ 30.23%
$484.94 - $564.15 $6.3K - $7.33K
56 $27K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
201
New
$26.38 - $27.95 $5.3K - $5.62K
201 $5K
VIG
Vanguard Dividend Appreciation

ETFs
19
+ 5.79%
N/A
347 $63K
WELL
Welltower Inc.

Real Estate
25
New
$150.71 - $178.14 $3.77K - $4.45K
25 $4K
WM
Waste Management Inc

Industrials
15
New
$213.88 - $237.1 $3.21K - $3.56K
15 $3K
XLF
Financial Sector Spdr

ETFs
73
New
$51.37 - $54.25 $3.75K - $3.96K
73 $3K
SYK
Stryker Corp

Healthcare
15
+ 17.86%
$368.57 - $403.53 $5.53K - $6.05K
99 $36K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
New
$567.77 - $614.76 $2.84K - $3.07K
5 $3K
Activity Summary
Buys All Purchases 65 New Holdings 26 Increased Positions 39 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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