Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 05-01-2024 | 03-31-2024 | 1669 | 1,057,296,481 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 1 | $35,879,413 | 716,156 | 0.00 | 0.00 | 22,035 | 3.17 | 03-31-2024 |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 2 | $35,451,301 | 409,038 | 0.00 | 0.00 | 9,331 | 2.33 | 03-31-2024 |
| FIDELITY TOTAL BOND ETF | ETF | 3 | $32,092,188 | 708,280 | 0.00 | 0.00 | 39,649 | 5.93 | 03-31-2024 |
| SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 4 | $31,737,163 | 1,097,412 | 0.00 | 0.00 | 97,677 | 9.77 | 03-31-2024 |
