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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | ETF | 251 | $582,912 | 5,185 | 0.00 | 0.00 | 1,209 | 30.41 | 03-31-2024 |
| SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 252 | $574,955 | 3,692 | 0.00 | 0.00 | -138 | -3.60 | 03-31-2024 |
| ISHARES IBOXX CORPORATE BOND ETF | ETF | 253 | $571,685 | 5,249 | 0.00 | 0.00 | 2,195 | 71.87 | 03-31-2024 |
| MGE ENERGY INC COM | Stock | 254 | $569,039 | 7,229 | 0.00 | 0.00 | 385 | 5.63 | 03-31-2024 |
