Creative Capital Management Investments LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $48.2M, Dimensional ETF Tr with a value of $47.5M, Dimensional ETF Tr Core Fxd In with a value of $38.4M, American Centy ETF Tr Avantis with a value of $26.9M, and Dimensional ETF Tr with a value of $14.3M.
Examining the 13F form we can see an increase of $28.4M in the current position value, from $191M to 220M.
Creative Capital Management Investments LLC is based out at San Diego, CA
Below you can find more details about Creative Capital Management Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$220 Million
ETFs: $147 Million
Technology: $10.7 Million
Consumer Cyclical: $3.83 Million
Financial Services: $3.62 Million
Healthcare: $2.23 Million
Industrials: $1.66 Million
Consumer Defensive: $817,000
Communication Services: $773,000
Other: $1.27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
