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Chang Shin

@Creativeone Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$2.941BTotal holdings942
Assets growth rate48.96%Assets growth rate (2-Q avg)13.82%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Creativeone Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 942 positions.

Assets under management

The assets under management (AUM) of Creativeone Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.941B in assets, with a quarterly growth rate of 48.96% and a 2-quarter average growth rate of 13.82%. The portfolio is managed by Chang Shin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
Increased 107.87%
3.91%
$114.875M
2.438M shares@ $47.13 avg price
VTVVanguard Index Fds
Recent Activity
Increased 11.42%
2.67%
$78.498M
449,667 shares@ $174.58 avg price
VUGVanguard Index Fds
Recent Activity
Increased 7.49%
2.53%
$74.128M
193,076 shares@ $383.93 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 15.26%
2.5%
$73.228M
1.387M shares@ $52.81 avg price
IVWIshares Tr
Recent Activity
Increased 33.38%
1.71%
$50.187M
524,147 shares@ $95.75 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 75.41%
1.65%
$48.415M
84,383 shares@ $573.76 avg price
AAPLApple Inc
Recent Activity
Increased 39.87%
1.55%
$45.348M
194,628 shares@ $233.01 avg price
QUALIshares Tr
Recent Activity
Increased 43.42%
1.55%
$45.294M
252,618 shares@ $179.3 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 47.21%
1.44%
$42.064M
850,295 shares@ $49.47 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 41.95%
1.4%
$41.121M
95,565 shares@ $430.3 avg price