Creekside Partners New Holdings in Q2 2024

Creekside Partners

  • $181 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
244K
New
$37.19 - $39.82 $9.08M - $9.72M
244K $9.38B
AAPL
Apple Inc.

Technology
39.1K
New
$165.0 - $216.67 $6.45M - $8.47M
39.1K $8.23B
SCHA
Schwab Strategic Tr Us Small C

ETFs
148K
New
$45.24 - $49.04 $6.7M - $7.27M
148K $7.03B
VO
Vanguard Mid Cap ETF

ETFs
26.1K
New
$234.99 - $248.98 $6.14M - $6.51M
26.1K $6.33B
VIG
Vanguard Dividend Appreciation

ETFs
33.5K
New
$173.33 - $185.29 $5.81M - $6.21M
33.5K $6.12B
VB
Vanguard Small Cap ETF

ETFs
27K
New
$210.76 - $226.94 $5.69M - $6.13M
27K $5.89B
VEA
Vanguard Ftse Developed Market

ETFs
109K
New
$47.83 - $51.21 $5.22M - $5.58M
109K $5.39B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
82.5K
New
$57.57 - $63.3 $4.75M - $5.23M
82.5K $5.19B
VBR
Vanguard Small Cap Value ETF

ETFs
28.4K
New
$177.65 - $191.11 $5.04M - $5.43M
28.4K $5.18B
SCHX
Schwab Strategic Tr Us Large C

ETFs
69.3K
New
$58.7 - $64.78 $4.07M - $4.49M
69.3K $4.45B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37.1K
New
$75.69 - $81.19 $2.81M - $3.01M
37.1K $2.89B
MSFT
Microsoft Corp

Technology
6.44K
New
$389.33 - $452.85 $2.51M - $2.92M
6.44K $2.88B
DSI
Ishares Msci Kld 400 Social Et

ETFs
26.9K
New
$94.27 - $104.77 $2.53M - $2.81M
26.9K $2.79B
VNQ
Vanguard Specialized Funds Van

ETFs
33.1K
New
$78.61 - $85.97 $2.6M - $2.85M
33.1K $2.77B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
103K
New
$24.67 - $27.2 $2.55M - $2.81M
103K $2.74B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
118K
New
$21.66 - $23.93 $2.56M - $2.82M
118K $2.63B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
60K
New
$40.83 - $44.89 $2.45M - $2.69M
60K $2.63B
VTI
Vanguard Total Stock Market Et

ETFs
9.73K
New
$245.23 - $269.4 $2.39M - $2.62M
9.73K $2.6B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
42K
New
$60.46 - $64.81 $2.54M - $2.72M
42K $2.59B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
26.5K
New
$83.97 - $89.72 $2.23M - $2.38M
26.5K $2.3B
GLD
Spdr Gold Trust

ETFs
10.1K
New
$207.82 - $224.56 $2.1M - $2.27M
10.1K $2.18B
VEU
Vanguard Ftse All World Ex Us

ETFs
34.7K
New
$56.22 - $60.47 $1.95M - $2.1M
34.7K $2.03B
IOO
Ishares Tr Global 100 ETF

ETFs
20.9K
New
$85.21 - $97.45 $1.78M - $2.04M
20.9K $2.02B
NVDA
Nvidia Corp

Technology
16K
New
$118.11 - $1224.4 $1.9M - $19.6M
16K $1.98B
VBK
Vanguard Small Cap Growth ETF

ETFs
7.76K
New
$237.63 - $258.31 $1.84M - $2.01M
7.76K $1.94B
AMZN
Amazon Com Inc

Consumer Cyclical
9.59K
New
$173.67 - $197.85 $1.66M - $1.9M
9.59K $1.85B
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.3K
New
$159.21 - $168.37 $1.79M - $1.9M
11.3K $1.85B
DLY
Double Line Yield Opportunities Fund

N/A
113K
New
$15.04 - $15.97 $1.69M - $1.8M
113K $1.78B
VT
Vanguard Total World Stk Index

ETFs
14K
New
$104.94 - $113.51 $1.47M - $1.59M
14K $1.58B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.8K
New
$114.71 - $121.51 $1.46M - $1.55M
12.8K $1.51B
SMOT
Vaneck ETF Tr Morningstar Smid
46.9K
New
N/A
46.9K $1.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.3K
New
$79.92 - $84.63 $1.38M - $1.46M
17.3K $1.45B
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
124K
New
$10.55 - $11.87 $1.31M - $1.47M
124K $1.44B
CVX
Chevron Corp

Energy
8.89K
New
$152.57 - $166.33 $1.36M - $1.48M
8.89K $1.39B
FNDF
Schwab Fundamental Intl Large

ETFs
34.9K
New
$34.19 - $36.51 $1.19M - $1.27M
34.9K $1.22B
BNDX
Vanguard Total International B

ETFs
25K
New
$48.24 - $49.07 $1.21M - $1.23M
25K $1.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.7K
New
$56.43 - $60.79 $1.17M - $1.26M
20.7K $1.21B
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.3K
New
$71.74 - $75.86 $1.17M - $1.23M
16.3K $1.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.8K
New
$57.86 - $62.21 $1.15M - $1.23M
19.8K $1.19B
JNJ
Johnson & Johnson

Healthcare
8.12K
New
$144.38 - $157.78 $1.17M - $1.28M
8.12K $1.19B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.1K
New
$70.55 - $72.66 $1.07M - $1.1M
15.1K $1.09B
TIP
Ishares Tr Tips Bd ETF

ETFs
9.85K
New
$105.01 - $107.23 $1.03M - $1.06M
9.85K $1.05B
ISCG
Ishares Morningstar Small Cap

ETFs
22.4K
New
$42.78 - $46.46 $959K - $1.04M
22.4K $1.02B
MGV
Vanguard Mega Cap Value

ETFs
8.54K
New
$113.61 - $120.34 $971K - $1.03M
8.54K $1.01B
IFRA
Ishares Tr

ETFs
23.8K
New
$41.22 - $44.87 $982K - $1.07M
23.8K $1B
GOOGL
Alphabet Inc.

Communication Services
5.46K
New
$150.53 - $185.41 $822K - $1.01M
5.46K $995M
CAT
Caterpillar Inc

Industrials
2.77K
New
$321.47 - $379.3 $890K - $1.05M
2.77K $923M
VTV
Vanguard Value ETF

ETFs
5.57K
New
$154.57 - $163.65 $861K - $912K
5.57K $894M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
23.9K
New
$33.21 - $36.75 $792K - $877K
23.9K $832M
Activity Summary
Buys All Purchases 162 New Holdings 162 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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