Top 50 Creative Capital Management Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 20.97% | 2.15M | $73.1M | +0.54%(+11.49K) | $23.58(+59.12%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 18.11% | 1.62M | $63.1M | +2.49%(+39.43K) | $27.92(+54.78%) | 2026-03-31 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 16.66% | 1.37M | $58.0M | +10.97%(+135.92K) | $41.85(+0.92%) | 2026-03-31 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 9.51% | 299.9K | $33.1M | -0.28%(-834) | $72.75(+61.94%) | 2026-03-31 | |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 6.85% | 898.6K | $23.9M | +11.55%(+93.03K) | $25.40(+13.27%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 6.67% | 886.6K | $23.2M | +11.45%(+91.12K) | $26.27(+0.25%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 5.76% | 592.9K | $20.1M | -1.63%(-9.84K) | $23.18(+71.48%) | 2026-03-31 | |
| PRF | POWERSHARES FTSE RAFI US 1000 | 1.83% | 134.4K | $6.4M | -0.96%(-1.30K) | $29.40(+79.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.66% | 22.8K | $5.8M | -4.34%(-1.03K) | $138.05(+116.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 0.79% | 15.8K | $2.8M | -0.80%(-127) | $22.05(+924.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.08% | +37.05% |
| Top 20 Holdings Unweighted | +13.51% | +46.25% |
Sign up free to track Creative Capital Management Investments LLC, compare funds side by side, and get alerts the moment positions change.