Long-term investor
Creative Financial Designs Inc. /Adv @creativefinancialdesigns
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000819864).
Record
- Tracked since 2025-12-31 (257 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTV · 4.6% · long · since 2025-12-31
- BKIE · 2.4% · long · since 2025-12-31
- VGIT · 2.2% · long · since 2025-12-31
- ELCV · 1.9% · long · since 2025-12-31
- AAPL · 1.7% · long · since 2025-12-31
- LLY · 1.7% · long · since 2025-12-31
- PTL · 1.6% · long · since 2025-12-31
- GARP · 1.6% · long · since 2026-03-31
- AMZN · 1.5% · long · since 2025-12-31
- BIBL · 1.4% · long · since 2025-12-31
- VUG · 1.4% · long · since 2025-12-31
- BUFR · 1.3% · long · since 2025-12-31