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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW COM NEW | Stock | 101 | $2,229,367 | 23,052 | 0.00 | 0.00 | 238 | 1.04 | 03-31-2024 |
| VANECK EMERGING MARKETS HIGH YIELD BOND ETF | ETF | 102 | $2,215,011 | 116,091 | 0.00 | 0.00 | 77,216 | 198.63 | 03-31-2024 |
| TIMOTHY PLAN MARKET NEUTRAL ETF | ETF | 103 | $2,193,482 | 94,157 | 0.00 | 0.00 | 8,945 | 10.50 | 03-31-2024 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 104 | $2,187,825 | 19,796 | 0.00 | 0.00 | -23,533 | -54.31 | 03-31-2024 |
