IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Creative Financial Designs Inc

Q4 2019 Holdings

Filed 2020-01-17 | 592 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Shopify Inc CL A(SHOP)Stock82509L107$31750.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$311050.0%
First Trust Emerging Markets Alphadex Fund(FEM)ETF33737J182$311,1550.0%
First Trust Long T Equity ETF(FTLS)ETF33739P103$317200.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$315450.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$312290.0%
American Express Co COM(AXP)Stock025816109$322580.0%
First Trust LOW Duration Mortgage Opportunities ETF(LMBS)ETF33739Q200$326150.0%
Ishares U.S. Healthcare Providers ETF(IHF)ETF464288828$331640.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$342680.0%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$346250.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$343680.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$341880.0%
Wisdomtree Bofa Merrill Lynch High Yield Bond Zero Duration Fund(HYZD)ETF97717W430$351,4950.0%
Nvidia Corp COM(NVDA)Stock67066G104$351450.0%
Cheesecake Factory Inc COM(CAKE)Stock163072101$358930.0%
Ryman Hospitality Pptys Inc COM(RHP)REIT78377T107$364180.0%
Weyerhaeuser Co COM(WY)Stock962166104$361,2300.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$363860.0%
Lowes COS Inc COM(LOW)Stock548661107$363020.0%
Marathon Pete Corp COM(MPC)Stock56585A102$375920.0%
Vanguard Mid-Cap Growth Index Fund(VOT)ETF922908538$372320.0%
General Electric Co COMStock369604103$373,1140.0%
Starbucks Corp COM(SBUX)Stock855244109$384230.0%
Spdr Gold ETF(GLD)ETF78463V107$382630.0%
Kimberly Clark Corp COM(KMB)Stock494368103$382800.0%
Altria Group Inc COM(MO)Stock02209S103$397830.0%
Campbell Soup Co COM(CPB)Stock134429109$398000.0%
Prospect Capital Corporation COM(PSEC)CEF74348T102$396,0000.0%
Vanguard Mid-Cap Value Index Fund(VOE)ETF922908512$393240.0%
Amarin Corp PLC Spons ADR NewADR023111206$401,8650.0%
Ishares Silver Trust(SLV)ETF46428Q109$402,3950.0%
Templeton Global Income FD COMCEF880198106$406,5210.0%
Twilio Inc CL A(TWLO)Stock90138F102$424050.0%
Cerner Corp COM(CERNCHF)Stock156782104$456150.0%
Kraft Heinz Co COM(KHC)Stock500754106$461,4460.0%
Flexshares Quality Dividend Defensive Index Fund(QDEF)ETF33939L845$479790.0%
Invesco Emerging Markets Sovereign Debt ETF(PCY)ETF46138E784$491,6610.0%
Caterpillar Inc del COM(CAT)Stock149123101$493250.0%
Pimco Active Bond Exchange-Traded Fund(BOND)ETF72201R775$494520.0%
BP PLC Sponsored ADR(BP)ADR055622104$501,3200.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$508290.0%
Medical Pptys Trust Inc COM(MPT)REIT58463J304$502,4000.0%
Comerica Inc COM(CMA)Stock200340107$517160.0%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$519320.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$531,1640.0%
Micron Technology Inc COM(MU)Stock595112103$539600.0%
Vanguard Short Term Bond(BSV)ETF921937827$556780.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$558550.0%
Visa Inc COM CL A(V)Stock92826C839$562910.0%
PreviousPage 7 of 12Next