• 13F History

CREATIVE FINANCIAL DESIGNS INC /ADV

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$1.25B
Signature - Title
Matthew Bahrenburg - Chief Compliance Officer
Location
Kokomo, IN
Summary
This page shows a list of all the recent 13F filings made by CREATIVE FINANCIAL DESIGNS INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CREATIVE FINANCIAL DESIGNS INC /ADV reported 2049 stock holdings with total value $1.25B as of Q1 2025. Top holdings included SPYV, IOO, VONG, FBND, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 2,049 $1.25B +$89.9M -$45.2M +$44.6M SPYV, IOO, VONG, FBND, VTV 13F-HR 4/23/2025, 04:03 PM
Q4 2024 1,787 $1.23B +$155M -$75.9M +$79M VONG, SPYV, IOO, FBND, AAPL 13F-HR 2/10/2025, 03:17 PM
Q3 2024 1,678 $1.19B +$110M -$104M +$5.43M SPYV, VONG, FBND, VCSH, VTV 13F-HR 10/28/2024, 03:41 PM
Q2 2024 1,639 $1.12B +$140M -$77.5M +$62.2M VONG, SPYV, FBND, SPTS, VCSH 13F-HR 8/6/2024, 11:12 AM
Q1 2024 1,647 $1.06B +$149M -$128M +$21.3M SPYV, VONG, FBND, SPTS, VTV 13F-HR 5/1/2024, 09:29 AM
Q4 2023 1,594 $985M +$108M -$51.7M +$56M IMCG, SPYV, VONG, FBND, SPTS 13F-HR 1/10/2024, 04:06 PM
Q3 2023 1,556 $857M +$56.6M -$21.8M +$34.8M IMCG, SPTS, VONG, SPSB, SPYV 13F-HR 11/14/2023, 09:49 AM
Q2 2023 1,463 $849M +$145M -$85.8M +$59.1M IMCG, VONG, SPYV, VTV, SPTS 13F-HR 7/26/2023, 03:23 PM
Q1 2023 1,388 $764M +$130M -$70.4M +$59.6M VTV, SPSB, SPTS, VGSH, SPYV 13F-HR 4/25/2023, 02:20 PM
Q4 2022 1,294 $677M +$86.9M -$56.5M +$30.4M SPTS, VTV, SPSB, IMCG, IUSV 13F-HR 2/1/2023, 10:46 AM
Q3 2022 1,212 $611M +$89.2M -$38M +$51.2M STIP, VTV, SPSB, VCSH, IUSV 13F-HR 11/1/2022, 09:06 AM
Q2 2022 1,170 $607M +$114M -$65.1M +$49.1M VTV, SCHP, IUSV, AAPL, VCSH 13F-HR 8/1/2022, 12:19 PM
Q1 2022 1,204 $654M +$99.3M -$66.6M +$32.7M SCHP, VTV, IMCG, AAPL, VONG 13F-HR 4/15/2022, 08:57 AM
Q4 2021 1,149 $649M +$54.9M -$15M +$39.9M IMCG, VONG, SCHP, AAPL, VTV 13F-HR 1/26/2022, 07:31 AM
Q3 2021 1,373 $604M +$59.6M -$21.1M +$38.5M IMCG, VONG, VTV, SCHP, EFG 13F-HR 10/8/2021, 08:31 AM
Q2 2021 1,381 $577M +$120M -$48.8M +$71.7M IMCG, VTV, VONG, BIV, EFG 13F-HR 7/27/2021, 09:10 AM
Q1 2021 1,282 $512M +$67.5M -$40.5M +$27M VONG, BIV, IMCG, EFG, VTV 13F-HR 4/19/2021, 11:49 AM
Q4 2020 1,177 $464M +$46.6M -$20.6M +$26M VONG, BIV, JPST, IMCG, VTV 13F-HR 1/8/2021, 01:49 PM
Q3 2020 1,145 $405M +$155M -$91.4M +$63.1M BIV, VONG, JPST, IMCG, UCON 13F-HR 10/6/2020, 10:41 AM
Q2 2020 1,084 $321M +$112M -$5.82M +$106M LGLV, VO, BIV, VEA, IBD 13F-HR 7/23/2020, 10:04 AM
Q1 2020 452 $187M +$73.2M -$52.9M +$20.3M LGLV, BIV, VO, VEA, IBD 13F-HR 4/22/2020, 02:41 PM
Q4 2019 511 $220M +$43.2M -$24.1M +$19.2M MTUM, IJH, VTV, IJR, BIBL 13F-HR 1/17/2020, 03:16 PM
Q3 2019 588 $185M +$17.8M -$9.52M +$8.27M IJH, IJR, USMV, MTUM, IVW 13F-HR 10/23/2019, 09:16 AM
Q2 2019 525 $184M +$19.6M -$5.08M +$14.5M MDYG, IJH, IJR, USMV, MTUM 13F-HR 8/7/2019, 03:35 PM
Q1 2019 523 $167M +$55.5M -$39.9M +$15.7M MDYG, IJR, IJH, MTUM, IVW 13F-HR 4/23/2019, 05:00 PM
Q4 2018 543 $138M +$8.35M -$16.8M -$8.44M IJH, IJR, USMV, BIBL, VOO 13F-HR 1/24/2019, 08:41 AM
Q3 2018 694 $174M +$16.6M -$17.7M -$1.12M IJR, IJH, USMV, VEA, VOO 13F-HR 11/2/2018, 09:03 AM
Q2 2018 704 $170M +$31.5M -$6.93M +$24.5M IJR, IJH, VEA, USMV, VOO 13F-HR 7/13/2018, 12:30 PM
Q1 2018 652 $156M +$21.6M -$10M +$11.5M IJR, IJH, VEA, USMV, VOO 13F-HR 5/2/2018, 03:27 PM
Q4 2017 647 $147M +$12.3M -$44.6M -$32.2M IJR, IJH, VEA, HDV, USMV 13F-HR 5/2/2018, 10:31 AM
Q3 2017 676 $174M +$21.7M -$8.01M +$13.7M IJR, IJH, EFAV, USMV, HDV 13F-HR 5/2/2018, 10:26 AM
Q2 2017 687 $156M +$25.4M -$9.84M +$15.5M IJR, IJH, EFAV, HDV, AMGN 13F-HR 5/2/2018, 10:22 AM
Q1 2017 651 $139M +$45.5M -$30.6M +$14.9M IJR, EFAV, AMGN, VFC, HDV 13F-HR 5/2/2018, 10:15 AM
Q4 2016 651 $122M FSTA, FVD, EMR, IJT, AMGN 13F-HR 3/14/2018, 03:36 PM