Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CREATIVE FINANCIAL DESIGNS INC /ADV INSTITUTION : CREATIVE FINANCIAL DESIGNS INC /ADV
CREATIVE FINANCIAL DESIGNS INC /ADV Portfolio (reported on 2020-01-17)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 8,779,000 69,687 3.92%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 7,584,000 36,794 3.39%
VANGUARD VALUE INDEX FUND    (ETF) VTV 7,563,000 62,795 3.38%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 7,311,000 87,134 3.26%
INSPIRE 100 ETF    (ETF) 6,880,000 224,108 3.07%
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF    (ETF) SCPB 6,866,000 222,637 3.06%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 6,125,000 137,891 2.73%
SPDR S&P 400 MID CAP GROWTH ETF    (ETF) EMG 6,022,000 105,141 2.69%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 5,456,000 83,144 2.43%
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND    (ETF) BIV 5,333,000 61,014 2.38%
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF    (ETF) 4,101,000 158,698 1.83%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 3,874,000 114,288 1.73%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 3,488,000 61,479 1.55%
ISHARES YIELD OPTIMIZED BOND ETF    (ETF) BYLD 3,450,000 134,102 1.54%
SPDR S&P 600 SMALL CAP GROWTH ETF    (ETF) DSG 3,423,000 52,916 1.53%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 3,348,000 29,187 1.49%
VANGUARD S&P 500 ETF    (ETF) VOO 3,334,000 11,172 1.49%
ISHARES CORE S&P 500 ETF    (ETF) IVV 3,119,000 9,559 1.39%
INVESCO QQQ TRUST    (ETF) 3,078,000 14,239 1.37%
INVESCO SENIOR LOAN ETF    (ETF) 3,005,000 131,416 1.34%
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF    (ETF) CFT 2,795,000 47,837 1.24%
FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF    (ETF) 2,758,000 98,962 1.23%
INSPIRE GLOBAL HOPE ETF    (ETF) 2,593,000 85,043 1.15%
APPLE INC COM    (Stock) AAPL 2,532,000 8,431 1.13%
SPDR PORTFOLIO EMERGING MARKETS ETF    (ETF) GMM 2,527,000 65,866 1.12%
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF    (ETF) LGLV 2,378,000 20,748 1.06%
FIRST TRUST DORSEY WRIGHT PEOPLE'S PORTFOLIO ETF    (ETF) 2,313,000 68,942 1.03%
INVESCO GLOBAL SHORT TERM HIGH YIELD BOND ETF    (ETF) 2,258,000 98,989 1.00%
INSPIRE SMALL/MID CAP IMPACT ETF    (ETF) 2,242,000 78,173 1.00%
INSPIRE CORPORATE BOND IMPACT ETF    (ETF) 2,192,000 84,862 0.97%
KELLOGG CO COM    (Stock) K 2,129,000 31,477 0.95%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 2,092,000 11,699 0.93%
GENERAL DYNAMICS CORP COM    (Stock) GD 1,948,000 10,918 0.87%
PUBLIC STORAGE COM    (REIT) PSA 1,946,000 9,203 0.86%
ISHARES CORE U.S. REIT ETF    (ETF) FTY 1,681,000 31,334 0.75%
US BANCORP DEL COM NEW    (Stock) USB 1,665,000 28,127 0.74%
EXXON MOBIL CORP COM    (Stock) XOM 1,659,000 23,398 0.74%
SPDR S&P 500 ETF    (ETF) SPY 1,641,000 5,052 0.73%
ISHARES RUSSELL TOP 200 GROWTH ETF    (ETF) IWY 1,569,000 16,024 0.70%
FIRST TRUST VALUE LINE DIVIDEND FUND    (ETF) FVD 1,526,000 42,427 0.68%
INVESCO DB COMMODITY INDEX TRACKING FUND    (ETF) 1,522,000 95,284 0.68%
FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND    (ETF) FTA 1,521,000 26,810 0.67%
VANGUARD EXTENDED MARKET INDEX FUND    (ETF) VXF 1,370,000 10,843 0.61%
ISHARES EDGE MSCI MIN VOL EAFE ETF    (ETF) EFAV 1,325,000 17,697 0.59%
AMAZON COM INC COM    (Stock) AMZN 1,312,000 691 0.58%
VANGUARD SHORT TERM CORP BOND FD ETF    (ETF) VCSH 1,294,000 15,972 0.57%
VANGUARD HIGH DIVIDEND YIELD    (ETF) VYM 1,248,000 13,277 0.55%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 1,221,000 13,354 0.54%
ISHARES MSCI EAFE SMALL CAP ETF    (ETF) SCZ 1,196,000 19,033 0.53%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 1,190,000 5,210 0.53%
CVS HEALTH CORP COM    (Stock) CVS 1,177,000 15,871 0.52%
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND    (ETF) NFRA 1,043,000 19,317 0.46%
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF    (ETF) EEMV 1,005,000 16,968 0.44%
SPDR HIGH YIELD BOND ETF    (ETF) 1,004,000 9,126 0.44%
POWERSHARES ACTIVE U.S. REAL ESTATE FUND    (ETF) 983,000 10,432 0.43%
IPATH PURE BETA BROAD COMMODITY ETN    (ETF) BCM 955,000 32,670 0.42%
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF    (ETF) SMLV 951,000 9,526 0.42%
SOUTHERN CO COM    (Stock) SO 925,000 14,772 0.41%
PROSHARES ULTRA 20 YEAR TREASURY    (ETF) UBT 912,000 9,438 0.40%
INTERNATIONAL FLAVORS&FRAGRANC COM    (Stock) IFF 911,000 7,142 0.40%
WISDOMTREE U.S. MIDCAP FUND    (ETF) EZM 894,000 21,220 0.39%
ISHARES MORNINGSTAR MID-CAP GROWTH ETF    (ETF) JKH 890,000 3,348 0.39%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 861,000 4,388 0.38%
FEDEX CORP COM    (Stock) FDX 858,000 5,531 0.38%
FIRST TRUST CAPITAL STRENGTH ETF    (ETF) FDV 819,000 13,469 0.36%
EMERSON ELEC CO COM    (Stock) EMR 819,000 10,571 0.36%
SPDR S&P DIVIDEND ETF    (ETF) SDY 812,000 7,566 0.36%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 793,000 15,718 0.35%
WISDOMTREE EUROPE HEDGED EQUITY FUND    (ETF) HEDJ 784,000 10,914 0.35%
FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND    (ETF) FTC 776,000 10,567 0.34%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 747,000 12,229 0.33%
GENUINE PARTS CO COM    (Stock) GPC 739,000 6,987 0.33%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 733,000 8,111 0.32%
INTEL CORP COM    (Stock) INTC 714,000 11,740 0.31%
VANGUARD DIVIDEND APPRECIATION ETF    (ETF) VIG 713,000 5,686 0.31%
ROYAL BK CDA MONTREAL QUE COM    (Stock) RY 710,000 8,909 0.31%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 704,000 5,200 0.31%
WISDOMTREE U.S. MIDCAP DIVIDEND FUND    (ETF) DON 701,000 18,515 0.31%
FIRST TRUST TECHNOLOGY ALPHADEX FUND    (ETF) FXL 695,000 9,426 0.31%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 692,000 3,148 0.30%
VANGUARD SMALL CAP GROWTH ETF    (ETF) VBK 652,000 3,263 0.29%
FIRST TRUST DOW JONES INTERNET INDEX FUND    (ETF) FDN 649,000 4,589 0.29%
FIRST TRUST LARGE CAP CORE ALPHADEX FUND    (ETF) FEX 641,000 9,781 0.28%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 640,000 6,854 0.28%
FIRST TRUST SMALL CAP CORE ALPHADEX FUND    (ETF) FYX 639,000 9,852 0.28%
ISHARES S&P SMALL-CAP 600 GROWTH ETF    (ETF) IJT 624,000 3,225 0.27%
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF    (ETF) FV 617,000 19,351 0.27%
INVESCO S&P MIDCAP MOMENTUM ETF    (ETF) 594,000 9,690 0.26%
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF    (ETF) 582,000 19,705 0.26%
VIACOMCBS INC CL B    (Stock) 547,000 12,994 0.24%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 543,000 4,160 0.24%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 542,000 9,060 0.24%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 533,000 7,276 0.23%
FIDELITY MSCI HEALTH CARE INDEX ETF    (ETF) FHLC 532,000 10,696 0.23%
PROCTER & GAMBLE CO COM    (Stock) PG 528,000 4,275 0.23%
BROADCOM INC COM    (Stock) 508,000 1,577 0.22%
HOME DEPOT INC COM    (Stock) HD 483,000 2,199 0.21%
FIDELITY MSCI CONSUMER STAPLES INDEX ETF    (ETF) FSTA 472,000 12,638 0.21%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 468,000 17,994 0.20%
FIDELITY MSCI UTILITIES INDEX ETF    (ETF) FUTY 464,000 11,122 0.20%
INVESCO LTD SHS    (Stock) IVZ 459,000 25,502 0.20%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 456,000 4,486 0.20%
SPDR S&P INTERNATIONAL SMALL CAP ETF    (ETF) GWX 449,000 13,996 0.20%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 428,000 4,205 0.19%
BANK AMER CORP COM    (Stock) BAC 418,000 11,719 0.18%
COSTCO WHSL CORP NEW COM    (Stock) COST 402,000 1,379 0.17%
MEDTRONIC PLC SHS    (Stock) MDT 395,000 3,452 0.17%
FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF    (ETF) IFV 391,000 18,082 0.17%
APYX MED CORP COM    (Stock) 388,000 45,550 0.17%
AIR PRODS & CHEMS INC COM    (Stock) APD 368,000 1,593 0.16%
SHARES EDGE MSCI USA VALUE FACTOR ETF    (ETF) VLUE 353,000 3,905 0.15%
TEXAS INSTRS INC COM    (Stock) TXN 350,000 2,700 0.15%
UNITED TECHNOLOGIES CORP COM    (Stock) UTX 339,000 2,214 0.15%
DEERE & CO COM    (Stock) DE 338,000 1,910 0.15%
GRAINGER W W INC COM    (Stock) GWW 323,000 937 0.14%
EATON CORP PLC SHS    (Stock) ETN 317,000 3,311 0.14%
FIDELITY MSCI ENERGY INDEX ETF    (ETF) FENY 310,000 19,193 0.13%
WELLTOWER INC COM    (REIT) HCN 309,000 3,859 0.13%
VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF    (ETF) 306,000 10,224 0.13%
DAVIS SELECT WORLDWIDE ETF    (ETF) 305,000 11,890 0.13%
UNION PACIFIC CORP COM    (Stock) UNP 305,000 1,672 0.13%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 303,000 6,650 0.13%
SPDR DJ WILSHIRE REIT (ETF)    (ETF) RWR 302,000 3,005 0.13%
AT&T INC COM    (Stock) T 294,000 7,560 0.13%
MICROSOFT CORP COM    (Stock) MSFT 287,000 1,786 0.12%
FIDELITY MSCI MATERIALS INDEX ETF    (ETF) FMAT 285,000 8,387 0.12%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 283,000 2,482 0.12%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF    (ETF) IXUS 279,000 4,464 0.12%
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF    (ETF) 273,000 2,726 0.12%
INVESCO S&P 500 QUALITY ETF    (ETF) 268,000 7,272 0.11%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 266,000 1,603 0.11%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 261,000 1,572 0.11%
CHECK POINT SOFTWARE TECH LTD ORD    (Stock) CHKP 259,000 2,307 0.11%
ORACLE CORP COM    (Stock) ORCL 248,000 4,600 0.11%
ISHARES MSCI EAFE ETF    (ETF) EFA 239,000 3,410 0.10%
VANGUARD GROWTH ETF    (ETF) VUG 238,000 1,286 0.10%
ISHARES AGGREGATE BOND ETF    (ETF) AGG 233,000 2,066 0.10%
SCHLUMBERGER LTD COM    (Stock) SLB 233,000 5,810 0.10%
JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF    (ETF) JPIN 228,000 3,969 0.10%
VANGUARD TOTAL CORPORATE BOND ETF    (ETF) 227,000 2,564 0.10%
SPDR S&P BIOTECH ETF    (ETF) XBI 219,000 2,317 0.09%
ULTA BEAUTY INC COM    (Stock) ULTA 219,000 859 0.09%
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF    (ETF) 218,000 8,222 0.09%
BLACKSTONE GROUP INC COM CL A    (Stock) 218,000 3,915 0.09%
GLOBAL X NASDAQ 100 COVERED CALL ETF    (ETF) 218,000 9,170 0.09%
SPDR PORTFOLIO S&P 500 VALUE ETF    (ETF) ELV 217,000 6,207 0.09%
FIRST TRUST HEALTH CARE ALPHADEX FUND    (ETF) FXH 214,000 2,537 0.09%
KROGER CO COM    (Stock) KR 210,000 7,334 0.09%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF    (ETF) 210,000 3,285 0.09%
OLD NATL BANCORP IND COM    (Stock) ONB 199,000 10,848 0.08%
SPDR S&P 600 SMALL CAP VALUE ETF    (ETF) DSV 197,000 2,997 0.08%
INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF    (ETF) 197,000 7,501 0.08%
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND    (ETF) FBT 195,000 1,316 0.08%
X-TRACKERS MSCI EAFE HEDGED EQUITY ETF    (ETF) DBEF 194,000 5,683 0.08%
TRIMTABS ALL CAP U.S. FREE-CASH-FLOW ETF    (ETF) 191,000 4,825 0.08%
ZUORA INC COM CL A    (Stock) 185,000 12,540 0.08%
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF    (ETF) 181,000 7,397 0.08%
SHERWIN WILLIAMS CO COM    (Stock) SHW 178,000 311 0.07%
WISDOMTREE CBOE S&P 500 PUTWRITE STRATEGY FUND    (ETF) 177,000 6,200 0.07%
MERCK & CO INC COM    (Stock) MRK 176,000 1,914 0.07%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 170,000 2,575 0.07%
ISHARES MICRO-CAP ETF    (ETF) IWC 166,000 1,679 0.07%
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND    (ETF) HYS 165,000 1,653 0.07%
3-D SYS CORP DEL COM NEW    (Stock) TDSC 164,000 14,829 0.07%
VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF    (ETF) 164,000 6,489 0.07%
SPDR PORTFOLIO S&P 500 GROWTH ETF    (ETF) ELG 163,000 3,837 0.07%
JPMORGAN CHASE & CO COM    (Stock) JPM 163,000 1,157 0.07%
LIMELIGHT NETWORKS INC COM    (Stock) LLNW 161,000 38,450 0.07%
DISNEY WALT CO COM DISNEY    (Stock) DIS 160,000 1,082 0.07%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 154,000 3,365 0.06%
LILLY ELI & CO COM    (Stock) LLY 154,000 1,168 0.06%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 148,000 108 0.06%
ANTHEM INC COM    (Stock) ANTM 140,000 465 0.06%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 140,000 2,405 0.06%
INVESCO S&P MIDCAP 400 PURE GROWTH ETF    (ETF) 136,000 883 0.06%
CIGNA CORP NEW COM    (Stock) 135,000 657 0.06%
TIMOTHY PLAN US LARGE CAP CORE ETF    (ETF) 134,000 4,903 0.05%
FS KKR CAPITAL CORP COM    (CEF) 129,000 20,890 0.05%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 127,000 1,290 0.05%
VANGUARD SHORT TERM INFL-PROTECTED    (ETF) VTIP 125,000 2,534 0.05%
ISHARES IBOXX CORPORATE BOND ETF    (ETF) LQD 125,000 975 0.05%
BANK HAWAII CORP COM    (Stock) BOH 119,000 1,265 0.05%
ISHARES S&P MID-CAP 400 GROWTH ETF    (ETF) IJK 118,000 494 0.05%
SPDR PORTFOLIO HIGH YIELD BOND ETF    (ETF) XOVR 117,000 4,449 0.05%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 114,000 2,043 0.05%
FIRST TRUST EUROPE ALPHADEX FUND    (ETF) FEP 110,000 2,898 0.04%
FIRST DEFIANCE FINL CORP COM    (Stock) FDEF 107,000 3,371 0.04%
NUTANIX INC CL A    (Stock) NTNX 106,000 3,320 0.04%
TARGET CORP COM    (Stock) TGT 105,000 831 0.04%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 103,000 749 0.04%
HUMANA INC COM    (Stock) HUM 101,000 278 0.04%
FACEBOOK INC CL A    (Stock) FB 100,000 475 0.04%
ISHARES U.S. TECHNOLOGY ETF    (ETF) IYW 99,000 419 0.04%
VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETF    (ETF) 99,000 1,972 0.04%
ISHARES FLOATING RATE BOND ETF    (ETF) FLOT 99,000 1,935 0.04%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (ETF) IBB 97,000 812 0.04%
FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND    (ETF) ONEQ 97,000 275 0.04%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF    (ETF) SHYG 93,000 2,001 0.04%
MARCUS & MILLICHAP INC COM    (Stock) MMI 92,000 2,450 0.04%
CHEVRON CORP NEW COM    (Stock) CVX 92,000 756 0.04%
1 2 3 Next >Full Portfolio View
Total Value As 2019-12-31: 223,710,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
CREATIVE FINANCIAL DESIGNS INC /ADV

Matching performance of CREATIVE FINANCIAL DESIGNS INC /ADV by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*