Top 5 Creekmur Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 42.94% | 953 | $570K | new | $454.60(+50.65%) | 2026-03-31 | |
| IJR | iShares Core S&P Small-Cap ETF | 18.85% | 2.0K | $250K | new | $105.87(+38.36%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets ETF | 17.02% | 3.5K | $226K | new | $61.62(+14.91%) | 2026-03-31 | |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | 11.91% | 3.4K | $158K | new | $46.69(+9.49%) | 2026-03-31 | |
| CLIP | Global X 1-3 Month T-Bill ETF | 9.27% | 1.2K | $123K | new | $100.37(-0.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.14% |
| Top 20 Holdings Unweighted | +14.15% | +48.75% |
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