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Creative Financial Designs Inc

Q4 2018 Holdings

Filed 2019-01-24 | 611 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$766660.0%
AT&T Inc COM(T)Stock00206R102$772,6960.0%
Invesco International Corporate Bond ETF(PICB)ETF46138E636$773,0390.0%
Ishares Moderate Allocation Fund(AOM)ETF464289875$812,2580.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$828110.0%
Marcus & Millichap Inc COM(MMI)Stock566324109$822,3750.0%
Bank Hawaii Corp COM(BOH)Stock062540109$831,2270.0%
Invesco Emerging Markets Sovereign Debt ETF(PCY)ETF46138E784$853,2060.0%
Visa Inc COM CL A(V)Stock92826C839$916920.0%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$934840.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$938350.0%
Coca Cola Co COM(KO)Stock191216100$972,0580.0%
Hershey Co COM(HSY)Stock427866108$989130.0%
Vanguard Intermediate-Term Bond Index Fund(BIV)ETF921937819$1011,2370.0%
Medtronic PLC SHS(MDT)StockG5960L103$1041,1480.0%
Nutanix Inc CL A(NTNX)Stock67059N108$1052,5250.0%
Ishares Core U.S. REIT ETF(USRT)ETF464288521$1072,3790.0%
Ishares S&P U.S. Preferred Stock ETF(PFF)ETF464288687$1073,1350.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$1101,6050.0%
Ishares Iboxx Corporate Bond ETF(LQD)ETF464287242$1129890.0%
Chevron Corp New COM(CVX)Stock166764100$1131,0430.0%
Ishares DJ Select Dividend(DVY)ETF464287168$1161,2960.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$1211160.0%
Fidelity Total Bond ETF(FBND)ETF316188309$1222,5130.0%
Fidelity Limited Term Bond ETF(FLTB)ETF316188200$1262,5540.0%
Invesco DB Commodity Index Tracking Fund(DBC)ETF46138B103$1288,8320.0%
Blackstone Group L P COM Unit LTD(BXUSD)Stock09253U108$1314,4000.0%
Microsoft Corp COM(MSFT)Stock594918104$1371,3470.0%
Ishares Growth Allocation Fund(AOR)ETF464289867$1393,3720.0%
Ishares Micro-Cap ETF(IWC)ETF464288869$1431,7340.0%
Fidelity Msci Consumer Staples Index ETF(FSTA)ETF316092303$1444,7330.0%
3-D SYS Corp del COM New(DDD)Stock88554D205$14714,4080.0%
Prospect Capital Corporation COM(PSEC)CEF74348T102$15324,3100.0%
Invesco National Amt-Free Municipal Bond ETF(PZA)ETF46138E537$1636,5090.0%
Spdr S&P Biotech ETF(XBI)ETF78464A870$1632,2770.0%
Farmland Partners Inc COM(FPI)REIT31154R109$16335,9200.0%
Ishares Tips Bond ETF(TIP)ETF464287176$1661,5140.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$1681,5400.0%
Proshares Russell 2000 Dividend Growers ETF(SMDV)ETF74347B698$1693,1420.0%
Vanguard S&P 500 Value ETF(VOOV)ETF921932703$1751,7980.0%
Invesco LTD SHS(IVZ)StockG491BT108$18110,8370.0%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$1843,4250.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1863,1620.0%
Old Natl Bancorp IND COM(ONB)Stock680033107$18912,2760.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$1913,5370.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$1922,4210.0%
First Trust Health Care Alphadex Fund(FXH)ETF33734X143$2042,9610.0%
Global X Nasdaq 100 Covered Call ETF(QYLD)ETF37954Y483$2109,8450.0%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$2111,5660.0%
Zuora Inc COM CL A(ZUOUSD)Stock98983V106$21611,9150.0%
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