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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
TFLOIshares Tr
Recent Activity
Decreased -36.49%
0.13%
$3.621M
71,571 shares@ $50.6 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.85%
0.12%
$3.252M
11,990 shares@ $271.21 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.22%
0.11%
$3.186M
44,329 shares@ $71.87 avg price
LQDIshares Tr
Recent Activity
Decreased -35.31%
0.11%
$3.048M
26,977 shares@ $112.99 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -19.79%
0.11%
$2.982M
79,381 shares@ $37.57 avg price
BBINJ P Morgan Exchange Traded F
Recent Activity
Decreased -16.6%
0.09%
$2.445M
38,810 shares@ $63.01 avg price
PFFDGlobal X Fds
Recent Activity
Decreased -5.82%
0.07%
$1.983M
95,419 shares@ $20.79 avg price
PBEInvesco Exchange Traded Fd T
Recent Activity
Decreased -21.11%
0.07%
$1.919M
27,492 shares@ $69.82 avg price
BUGGlobal X Fds
Recent Activity
Decreased -52.27%
0.07%
$1.88M
60,756 shares@ $30.96 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -5.77%
0.07%
$1.797M
28,895 shares@ $62.2 avg price