Creative Capital Management Investments LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Million distributed in 269 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 $49.3M, Dimensional ETF Tr with a value of $45.6M, Dimensional ETF Tr Core Fxd In with a value of $38.3M, American Centy ETF Tr Avantis with a value of $27M, and Dimensional ETF Tr with a value of $13.7M.
Examining the 13F form we can see an increase of $1.19M in the current position value, from $220M to 221M.
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
$221 Million
ETFs: $148 Million
Technology: $11.9 Million
Consumer Cyclical: $3.97 Million
Financial Services: $3.97 Million
Healthcare: $2.16 Million
Industrials: $1.9 Million
Communication Services: $886,000
Consumer Defensive: $842,000
Other: $1.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
