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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
MSFTMicrosoft Corp
Recent Activity
Increased 41.95%
1.4%
$41.121M
95,565 shares@ $430.3 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 4.22%
1.26%
$36.955M
547,396 shares@ $67.52 avg price
NVDANvidia Corporation
Recent Activity
Increased 52.74%
1.17%
$34.155M
281,252 shares@ $121.44 avg price
IVVIshares Tr
Recent Activity
Increased 25.62%
1.09%
$32.02M
55,512 shares@ $576.82 avg price
EFVIshares Tr
Recent Activity
Increased 225.14%
1.08%
$31.54M
548,238 shares@ $57.54 avg price
BONDPimco Etf Tr
Recent Activity
Increased 85.08%
1.07%
$31.275M
330,565 shares@ $94.61 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 13.96%
1.06%
$31.155M
395,917 shares@ $78.7 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 11.58%
1.04%
$30.551M
607,609 shares@ $50.28 avg price
EFGIshares Tr
Recent Activity
Increased 40.33%
1.02%
$29.962M
278,324 shares@ $107.66 avg price
MBBIshares Tr
Recent Activity
Increased 33.03%
1.02%
$29.911M
312,194 shares@ $95.81 avg price