Fund HoldingsCREATIVE FINANCIAL DESIGNS INC /ADV

Total Portfolio Value
$1.59B
Total Bought
$169.54M
Total Sold
$73.31M
Net Transaction
+$96.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TIMOTHY PLAN INTERNATIONAL ETF0598,497+598,497020,7561.31%+20,756
ELI LILLY & CO COM(LLY)028,560+28,560030,6931.93%+30,693
FT VEST INVESTMENT GRADE & TARGET INCOME ETF
VEST INVESTMENT
0445,943+445,94308,9720.57%+8,972
FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST SMID
0234,521+234,52105,0330.32%+5,033
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST RIS
0191,287+191,28705,0190.32%+5,019
FT VEST LADDERED NASDAQ BUFFER ETF
FT VEST NASD ETF
0133,577+133,57704,7870.30%+4,787
VANGUARD SHORT TERM CORP BOND FD ETF
SHRT TRM CORP BD
0308,422+308,422024,5911.55%+24,591
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
FT VEST S&P 500
0111,138+111,13805,4620.34%+5,462
VANGUARD VALUE ETF232,863243,929+11,06643,42746,5882.94%+3,161
BNY MELLON INTERNATIONAL EQUITY ETF
INTERNATIONL EQT
390,947410,898+19,95135,00938,0332.40%+3,023
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
825,846855,339+29,49345,69448,5923.06%+2,898
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
625,419672,994+47,57537,54440,3332.54%+2,789
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
NASDA 100 ETF
050,980+50,98002,6950.17%+2,695
FIS CHRISTIAN STOCK FUND074,618+74,61802,3330.15%+2,333
AMAZON COM INC COM(AMZN)0120,257+120,257027,7581.75%+27,758
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
ST STR CARE ETF
021,803+21,80303,3750.21%+3,375
VANGUARD S&P 500 ETF15,43618,202+2,7669,45311,4150.72%+1,962
ALPHABET INC CAP STK CL A(GOOG)19,28920,449+1,1604,6896,4000.40%+1,711
INSPIRE 100 ETF
INSPIRE 100 ETF
233,510266,844+33,33410,37512,0430.76%+1,668
APPLE INC COM(AAPL)126,907124,848-2,05932,31433,9412.14%+1,627
FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF087,293+87,29302,6220.17%+2,622
INSPIRE 500 ETF
INSPIRE 500 ETF
9,33015,741+6,4112,3253,9070.25%+1,581
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
428,041455,606+27,56525,19026,7581.69%+1,568
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
944,178998,947+54,76927,68329,2491.84%+1,566
INVESCO S&P 500 ENHANCED VALUE ETF464,201484,260+20,05921,98923,3961.47%+1,407
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
0166,022+166,02205,6880.36%+5,688
HUNTINGTON BANCSHARES INC COM(HBAN)086,478+86,47801,5000.09%+1,500
ISHARES MSCI EAFE VALUE INDEX ETF122,126133,951+11,8258,2849,5650.60%+1,282
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
240,514251,507+10,99317,62718,8761.19%+1,248
INSPIRE CORPORATE BOND ETF
INSPIRE CORP BD
937,889987,188+49,29922,65023,8901.51%+1,240
ALTO INGREDIENTS INC COM0797,397+797,39702,2970.14%+2,297
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
0-5YR INVT GR CP
463,558488,532+24,97423,56324,7691.56%+1,206
VANGUARD FTSE DEVELOPED MARKETS ETF124,103138,125+14,0227,4368,6290.54%+1,192
TEXAS INSTRS INC COM(TXN)06,553+6,55301,1370.07%+1,137
VANGUARD HIGH DIVIDEND YIELD53,93359,924+5,9917,6028,6000.54%+998
SPDR S&P EMERGING MARKETS DIVIDEND ETF
ST MAR DIVID ETF
161,985185,839+23,8546,2937,2760.46%+982
BERKSHIRE HATHAWAY INC DEL CL B NEW05,820+5,82002,9250.18%+2,925
VANGUARD MEGA CAP GROWTH ETF51,49152,419+92820,72121,6371.36%+916
LOCKHEED MARTIN CORP COM(LMT)04,413+4,41302,1340.13%+2,134
VICTORYSHARES CORE INTERMEDIATE BOND ETF
CORE BD ETF
335,873355,657+19,78415,96116,8421.06%+881
ISHARES MORNINGSTAR MID-CAP ETF168,275179,442+11,16713,97514,8450.94%+870
CATERPILLAR INC COM(CAT)10,53910,270-2695,0295,8830.37%+855
ALPHABET INC CAP STK CL C(GOOG)10,20310,606+4032,4853,3280.21%+843
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
285,797289,724+3,92734,43935,2742.22%+835
PACER US CASH COWS 100 ETF
US CASH COWS 100
239,551242,030+2,47913,76714,5630.92%+796
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
023,822+23,82201,4120.09%+1,412
VANGUARD GROWTH ETF55,77056,369+59926,74827,5001.73%+752
INVESCO QQQ TRUST SERIES I20,16420,884+72012,10612,8290.81%+723
INSPIRE SMALL/MID CAP ETF
INSPIRE SML/ MID
161,712181,514+19,8026,2847,0030.44%+719
NVIDIA CORPORATION COM(NVDA)56,19560,002+3,80710,48511,1900.71%+705
ISHARES CORE S&P US VALUE ETF0116,601+116,601011,9560.75%+11,956
TIMOTHY PLAN US SMALL CAP CORE ETF274,094291,506+17,41211,39412,0830.76%+689
EVENTIDE US MARKET ETF
EVENTIDE US MRKT
068,592+68,59201,8470.12%+1,847
AVANTIS U.S. SMALL CAP VALUE ETF64,68969,622+4,9336,4387,1000.45%+662
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
SMALL & MID CAP
89,63398,264+8,6315,6856,3260.40%+641
INSPIRE FIDELIS MULTI FACTOR ETF
INSPIRE FIDELIS
157,468171,534+14,0665,4996,1310.39%+632
ISHARES S&P 500 VALUE ETF09,016+9,01601,9120.12%+1,912
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF0107,660+107,66004,1480.26%+4,148
VANGUARD TOTAL STOCK MARKET ETF05,015+5,01501,6810.11%+1,681
ISHARES 20 YEAR TREASURY BOND ETF033,973+33,97302,9610.19%+2,961
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
013,024+13,02403,7490.24%+3,749
EVENTIDE HIGH DIVIDEND ETF
EVEN HIGH DI ETF
538,856562,555+23,69914,41114,9300.94%+520
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
129,864140,246+10,3826,5887,0950.45%+507
FIDELITY DIVIDEND ETF FOR RISING RATES23,76531,086+7,3211,3931,8970.12%+504
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
ST SHOR CORP ETF
0340,760+340,760010,2910.65%+10,291
AVANTIS EMERGING MARKETS EQUITY ETF012,834+12,83409880.06%+988
VANGUARD U.S. MINIMUM VOLATILITY ETF029,396+29,39603,8320.24%+3,832
FIDELITY TOTAL BOND ETF465,743478,249+12,50621,53622,0191.39%+483
AMGEN INC COM(AMGN)07,593+7,59302,4850.16%+2,485
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
527,282548,411+21,12914,15214,6320.92%+479
ISHARES SILVER TRUST(SLV)022,050+22,05001,4200.09%+1,420
VICTORYSHARES SHORT-TERM BOND ETF
SHORT TRM BD ETF
175,282184,845+9,5638,9389,3980.59%+460
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
84,03689,355+5,3194,9755,4340.34%+459
ISHARES MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
0115,048+115,04805,2290.33%+5,229
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
033,604+33,60401,1190.07%+1,119
INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER
GROWTH 100 PWR B
019,550+19,55005610.04%+561
TIMOTHY PLAN US LARGE/MID CAP CORE ETF056,341+56,34102,5610.16%+2,561
INVESCO S&P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
25,52527,890+2,3653,4523,8620.24%+410
VANGUARD SMALL-CAP ETF012,507+12,50703,2260.20%+3,226
UNITED PARCEL SERVICE INC CL B(UPS)017,071+17,07101,6930.11%+1,693
MERCK & CO INC COM(MRK)017,202+17,20201,8110.11%+1,811
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
ST STR AGGRE ETF
147,058162,165+15,1073,8014,1760.26%+374
SPDR GOLD ETF(GLD)04,417+4,41701,7510.11%+1,751
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
0265,606+265,60607,3360.46%+7,336
INSPIRE GLOBAL HOPE ETF
INSPIRE GBL HOPE
033,664+33,66401,4550.09%+1,455
VANGUARD SMALL CAP GROWTH ETF017,419+17,41905,2630.33%+5,263
VANGUARD MID-CAP ETF014,131+14,13104,1010.26%+4,101
SCHWAB US AGGREGATE BOND ETF298,407315,094+16,6877,0047,3640.46%+360
VANGUARD TOTAL BOND MARKET ETF012,060+12,06008930.06%+893
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
04,823+4,82303580.02%+358
EQT CORP COM(EQT)06,756+6,75603620.02%+362
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
INTL BD OPP ETF
130,924139,100+8,1766,4196,7740.43%+355
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
635,453620,107-15,34626,70827,0611.71%+353
ADVANCED MICRO DEVICES INC COM(AMD)05,629+5,62901,2060.08%+1,206
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER(PSLV)014,559+14,55903440.02%+344
META PLATFORMS INC CL A(META)01,919+1,91901,2670.08%+1,267
EXXON MOBIL CORP COM16,66418,433+1,7691,8792,2180.14%+339
VANGUARD ULTRA-SHORT TREASURY ETF07,747+7,74705850.04%+585
ISHARES CORE 10 YEAR USD BOND ETF083,952+83,95204,1720.26%+4,172
FIRST MAJESTIC SILVER CORP COM(AG)025,322+25,32204220.03%+422
Page 1 of 1