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 TOTAL WORLD BOND ETF | ETF | 451 | $180,537 | 2,631 | 0.00 | 0.00 | -1,481 | -36.02 | 03-31-2024 |
| GE AEROSPACE COM NEW | Stock | 452 | $180,289 | 1,027 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE U.S. MULTIFACTOR FUND | ETF | 453 | $179,702 | 3,860 | 0.00 | 0.00 | 1,033 | 36.54 | 03-31-2024 |
| ISHARES SILVER TRUST | ETF | 454 | $179,065 | 7,871 | 0.00 | 0.00 | -1,520 | -16.19 | 03-31-2024 |
