CP

Creekside Partners

13F
Creekside Partners
Last update 2024-08-31 162 Stocks (0 new)
Value $181.00 Mil Turnover 0 %
Countries:
Portfolio Report
Creekside Partners Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF
Schwab International Equity ETF
244,087
9377.830
0%
5.190
0%
-
+1.80%
+7.03%
40865.480
 
AAPL
Apple Inc
39,074
8229.670
0%
4.560
0%
0.000
+7.24%
+21.89%
3554423.148
Hardware
SCHA
Schwab U.S. Small-Cap ETF
148,146
7029.540
0%
3.890
0%
-
+1.45%
+9.57%
18187.170
 
VO
Vanguard Mid-Cap ETF
26,143
6329.140
0%
3.500
0%
-
+6.71%
+14.37%
66635.424
 
VIG
Vanguard Dividend Appreciation FTF
33,520
6119.030
0%
3.390
0%
-
+4.77%
+15.82%
82287.632
 
VB
Vanguard Small Cap ETF
27,010
5889.330
0%
3.260
0%
-
+3.30%
+12.02%
59454.328
 
VEA
Vanguard FTSE Developed Markets ETF
109,034
5388.460
0%
2.980
0%
-
+1.30%
+5.87%
138007.592
 
SCHB
Schwab U.S. Broad Market ETF
82,549
5189.860
0%
2.870
0%
-
+6.39%
+21.07%
31813.026
 
VBR
Vanguard Small Cap Value ETF
28,387
5181.160
0%
2.870
0%
-
+2.28%
+11.62%
30323.019
 
SCHX
Schwab U.S. Large-Cap ETF
69,252
4449.470
0%
2.460
0%
-
+6.94%
+22.18%
50284.776
 

Creekside Partners's Historical Top Holdings Breakdowns

Creekside Partners Total Holding History ($B)

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Creekside Partners's Asset Allocation

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Creekside Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Creekside Partners's Hypothetical Growth since 2024-06-30

Creekside Partners's Yearly Returns

Year Portfolio % % Excess Gain %

Creekside Partners's Holdings Heat Map

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Creekside Partners's Holdings Bubble Chart

Creekside Partners News

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