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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
QQQInvesco Qqq Tr
Recent Activity
Increased 17.73%
0.99%
$28.999M
59,416 shares@ $488.07 avg price
SECTNorthern Lts Fd Tr Iv
Recent Activity
Increased 101.37%
0.91%
$26.743M
497,361 shares@ $53.78 avg price
VBVanguard Index Fds
Recent Activity
Increased 15.21%
0.81%
$23.786M
100,275 shares@ $237.21 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Increased 30.85%
0.81%
$23.631M
224,974 shares@ $105.05 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 42.04%
0.78%
$22.881M
122,799 shares@ $186.33 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 17.26%
0.77%
$22.607M
472,453 shares@ $47.85 avg price
IVEIshares Tr
Recent Activity
Increased 44.24%
0.77%
$22.584M
114,542 shares@ $197.18 avg price
IYWIshares Tr
Recent Activity
Increased 50.97%
0.72%
$21.115M
139,264 shares@ $151.63 avg price
EMXCIshares Inc
Recent Activity
Increased 51.5%
0.69%
$20.137M
329,522 shares@ $61.12 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 113.37%
0.65%
$18.963M
354,242 shares@ $53.53 avg price