CP
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Creekside Partners13F | |
Creekside Partners | |
Last update 2024-08-31 | 162 Stocks (0 new) |
Value $181.00 Mil | Turnover 0 % |
Portfolio Report |
Creekside Partners Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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SCHF | Schwab International Equity ETF | 244,087 | 9377.830 | 0% | 5.190 | 0% | - | +1.80% | +7.03% | 40865.480 | ||
AAPL | Apple Inc | 39,074 | 8229.670 | 0% | 4.560 | 0% | 0.000 | +7.24% | +21.89% | 3554423.148 | Hardware | |
SCHA | Schwab U.S. Small-Cap ETF | 148,146 | 7029.540 | 0% | 3.890 | 0% | - | +1.45% | +9.57% | 18187.170 | ||
VO | Vanguard Mid-Cap ETF | 26,143 | 6329.140 | 0% | 3.500 | 0% | - | +6.71% | +14.37% | 66635.424 | ||
VIG | Vanguard Dividend Appreciation FTF | 33,520 | 6119.030 | 0% | 3.390 | 0% | - | +4.77% | +15.82% | 82287.632 | ||
VB | Vanguard Small Cap ETF | 27,010 | 5889.330 | 0% | 3.260 | 0% | - | +3.30% | +12.02% | 59454.328 | ||
VEA | Vanguard FTSE Developed Markets ETF | 109,034 | 5388.460 | 0% | 2.980 | 0% | - | +1.30% | +5.87% | 138007.592 | ||
SCHB | Schwab U.S. Broad Market ETF | 82,549 | 5189.860 | 0% | 2.870 | 0% | - | +6.39% | +21.07% | 31813.026 | ||
VBR | Vanguard Small Cap Value ETF | 28,387 | 5181.160 | 0% | 2.870 | 0% | - | +2.28% | +11.62% | 30323.019 | ||
SCHX | Schwab U.S. Large-Cap ETF | 69,252 | 4449.470 | 0% | 2.460 | 0% | - | +6.94% | +22.18% | 50284.776 |
Creekside Partners's Historical Top Holdings Breakdowns
Creekside Partners Total Holding History ($B)
Creekside Partners's Asset Allocation
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 % |
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Creekside Partners's Holdings Heat Map
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Creekside Partners's Holdings Bubble Chart
Creekside Partners News
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