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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Creative Capital Management Investments LLC

Quarter ended Q2 2024 · Filed July 25, 2024 · Accession 0001957363-24-000008

Total Value
$205.8M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7081,259,593$40.6M19.73%
2DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8801,527,952$38.8M18.87%
3DIMENSIONAL CORE FIXED INCOME ETF25434V872784,889$32.6M15.84%
4AVANTIS U.S. SMALL CAP VALUE ETF025072877282,317$25.3M12.31%
5DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658511,923$12.8M6.22%
6DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302472,797$12.2M5.94%
7POWERSHARES FTSE RAFI US 1000IVZ180,603$6.9M3.33%
8APPLE INCAAPL25,496$5.4M2.61%
9ISHARES CALIFORNIA MUNI BOND ETF46428835655,090$3.1M1.52%
10AMAZON.COM INCAMZN10,504$2.0M0.99%
11NVIDIA CORPNVDA15,760$1.9M0.95%
12MICROSOFTMSFT3,470$1.6M0.75%
13ISHARES TIPS BOND ETF46428717612,576$1.3M0.65%
14PIMCO ENHANCED SHORT MATURITY ETF72201R83313,235$1.3M0.65%
15BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.2M0.59%
16VANGUARD TOTAL STOCK MARKET ETF9229087694,310$1.2M0.56%
17BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,444$994,2190.48%
18QUALCOMM INCQCOM4,724$940,9260.46%
19VANGUARD TAX-EXEMPT BOND ETF92290774617,659$884,8920.43%
20POWERSHARES FTSE RAFI US 1500 S/M PTIVZ22,463$856,7210.42%
21AVANTIS EMERGING MARKETS EQUITY ETF02507260411,852$724,0390.35%
22DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF25434V67412,889$658,6280.32%
23GOOGLE INCGOOG2,395$436,2490.21%
24HOME DEPOTHD1,237$425,8250.21%
25VISA INCV1,425$374,0200.18%
26SPDR S&P 500 ETFSPY642$349,3890.17%
27TAKE-TWO INTERACTIVE SOFTWARE COMTTWO2,142$333,0600.16%
28DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7169,368$326,5680.16%
29ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24312,175$298,1660.14%
30AVANTIS ALL EQUITY MARKETS ETF0250722324,153$287,8860.14%
31TESLA INC COMTSLA1,436$284,1560.14%
32DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V6908,513$280,4180.14%
33COSTCO WHOLESALE CORP22160K105329$279,6470.14%
34ISHARES RUSSELL 1000 GROWTH ETF464287614750$273,3830.13%
35ISHARES CORE S&P MID-CAP ETF4642875074,655$272,4110.13%
36L3HARRIS TECHNOLOGIES INC COMLHX1,210$271,7420.13%
37ISHARES MSCI EAFE ETF4642874653,218$252,0660.12%
38SCHWAB U.S. BROAD MARKET ETF8085241023,934$247,3310.12%
39DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF25434V6827,377$246,8340.12%
40ABBVIE INC COMABBV1,331$228,2930.11%
41AVANTIS U.S. EQUITY ETF0250728852,185$197,0650.10%
42ISHARES MSCI KLD 400 SOCIAL ETF4642885701,819$188,9030.09%
43EXXON MOBIL CORP COMXOM1,470$169,2260.08%
44RTX CORPORATION COMRTX1,660$166,6470.08%
45WALMART INC COMWMT2,460$166,5670.08%
46AUTOMATIC DATA PROCESSING INC COMADP653$155,8360.08%
47RXSIGHT INC COMRXST2,582$155,3590.08%
48AVANTIS CORE FIXED INCOME ETF0250725623,680$150,0700.07%
49AMEREN CORPAEE2,033$144,5670.07%
50INVESCO SENIOR LOAN ETFIVZ6,800$143,0720.07%
51PROCTER AND GAMBLE CO COM742718109850$140,1820.07%
52MERCK & CO INCMRK1,113$137,7890.07%
53LULULEMON ATHLETICA INC COMLULU450$134,4150.07%
54CHEVRON CORP NEW COMCVX857$134,0520.07%
55DIMENSIONAL NATIONAL MUNICIPAL BOND ETF25434V8492,630$125,6350.06%
56XCEL ENERGY INC COMXELLL2,289$122,2550.06%
57CARRIER GLOBAL CORPORATION COMCARR1,895$119,5370.06%
58DISNEY WALT CO COM2546871061,082$107,4320.05%
59VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,725$104,0180.05%
60CONSOLIDATED EDISON INC COMED1,100$98,3620.05%
61ABBOTT LABS COMABLZF937$97,3640.05%
62ISHARES RUSSELL MIDCAP ETF4642874991,200$97,2960.05%
63LOWES COS INC COM548661107427$94,1360.05%
64FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,613$92,3700.04%
65AVAGO TECHNOLOGIES LTDAVGO57$91,5150.04%
66ISHARES CORE S&P SMALL CAP ETF464287804850$90,6610.04%
67BRISTOL-MYERS SQUIBB CO COMCELG-RI2,088$86,7150.04%
68AVANTIS INTERNATIONAL EQUITY ETF0250727031,370$85,2960.04%
69EATON CORP PLC SHSETN272$85,2860.04%
70META PLATFORMS INC CL AMETA169$85,2130.04%
71UNITEDHEALTH GROUPUNH160$81,4820.04%
72EVERGY INC COMEVRG1,501$79,5080.04%
73CATERPILLAR INC COMCAT228$75,9470.04%
74MONDELEZ INTL INC CL A6092071051,134$74,2090.04%
75GE AEROSPACE COM NEW369604301451$71,6950.03%
76SEMPRA ENERGYSREA928$70,5840.03%
77PFIZER INC COMPFE2,511$70,2580.03%
78AVIDITY BIOSCIENCES INC COM05370A1081,603$65,4830.03%
79GARMIN LTDGRMN400$65,1680.03%
80VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C7061,080$62,8880.03%
81ISHARES RUSSELL 2000 ETF464287655300$60,8670.03%
82FIDELITY TOTAL BOND ETF3161883091,241$55,7580.03%
83TECHNOLOGY SELECT SECTOR SPDR81369Y803242$54,7480.03%
84STARBUCKS CORPSBUX695$54,1060.03%
85MICRON TECHNOLOGYMU390$51,2970.02%
86VANGUARD HIGH DIVIDEND YIELD921946406413$48,9820.02%
87ELI LILLY & CO COMLLY52$47,0800.02%
88SCHWAB U.S. LARGE-CAP GROWTH ETF808524300456$46,0290.02%
89PINNACLE WEST CAP CORP COMPNW600$45,8280.02%
90INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ799$44,1290.02%
91ISHARES GLOBAL REIT ETF46434V6471,836$42,6870.02%
92JOHNSON & JOHNSON COMJNJ286$41,8020.02%
93VANGUARD TOTAL BOND MARKET ETF921937835577$41,5730.02%
94EATON VANCE RISK-MANAGED DIVER COMETN4,694$41,2130.02%
95INVESCO BUYBACK ACHIEVERS ETFIVZ375$38,9630.02%
96PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467396$38,0670.02%
97NIKE INC CLASS BNKE505$38,0620.02%
98JPMORGAN CHASE & CO. COMVYLD187$37,8230.02%
99DIMENSIONAL US CORE EQUITY MARKET ETF25434V104991$37,1530.02%
100AVANTIS CORE MUNICIPAL FIXED INCOME ETF025072695800$36,9110.02%
101INTEL CORP COMINTC1,190$36,8540.02%
102FIRST TRUST HEALTH CARE ALPHADEX FUND33734X143349$36,4770.02%
103MASTERCARD INCMA82$36,1750.02%
104T-MOBILE US INC COMTMUSZ205$36,1170.02%
105BP PLC SPONSORED ADRBPPFF1,000$36,1000.02%
106VANGUARD INFORMATION TECHNOLOGY ETF92204A70256$32,2890.02%
107UNION PAC CORP COMUNP141$31,9030.02%
108CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308406$31,0910.02%
109AVANTIS U.S. LARGE CAP VALUE ETF025072349470$29,5350.01%
110WISDOMTREE INTERNATIONAL EQUITY FUNDWT539$28,9550.01%
111MCDONALDS CORP COMMCD112$28,5420.01%
112ISHARES ESG AWARE MSCI EAFE ETF46435G516321$25,2880.01%
113ILLINOIS TOOL WKS INC COM452308109103$24,4070.01%
114STRYKER CORPSYK71$24,1580.01%
115HONEYWELL INTL INC438516106113$24,1300.01%
116ORACLE CORPORATIONORCL-PD170$24,0040.01%
117AMERIPRISE FINANCIAL INC.03076C10656$23,9230.01%
118VALERO ENERGY CORPVLO150$23,5140.01%
119AVANTIS REAL ESTATE ETF025072356565$23,2890.01%
120SOUTHERN CO COMSOMN300$23,2710.01%
121CONOCOPHILLIPS COMCOP200$22,8760.01%
122KLA-TENCOR CORPKLAC27$22,2620.01%
123VERALTO CORP COM SHSVLTO233$22,2450.01%
124ISHARES U.S. BASIC MATERIALS ETF464287838157$21,9820.01%
125AMPHENOL CORP CL A032095101320$21,5580.01%
126ZIMMER HLDGS INCZBH198$21,4890.01%
127BIOGEN INC COMBIIB92$21,3270.01%
128TJX COS INC NEW COM872540109190$20,9190.01%
129VANGUARD TOTAL WORLD STOCK ETF922042742182$20,4990.01%
130S&P GLOBAL INC COMSPGI43$19,1780.01%
131ISHARES S&P 500 GROWTH ETF464287309200$18,5080.01%
132SYNCHRONY FINANCIAL COMSYF-PB390$18,4040.01%
133ISHARES ESG AWARE MSCI USA ETF46435G425154$18,3750.01%
134ISHARES S&P MID-CAP 400 GROWTH ETF464287606204$17,9740.01%
135BOSTON SCIENTIFIC CORPBSX220$16,9420.01%
136DEERE & CO COMDE45$16,8130.01%
137TRANE TECHNOLOGIES PLC SHSTT51$16,7750.01%
138THERMO FISHER SCIENTIFIC INC COMTMO30$16,5900.01%
139DANAHER CORP23585110266$16,4900.01%
140OCCIDENTAL PETE CORP COM674599105253$15,9470.01%
141VANGUARD VALUE ETF92290874497$15,5600.01%
1423M CO COMMMM150$15,3290.01%
143CELANESE CORP DEL COMCE111$14,9730.01%
144CISCO SYS INCCSCO313$14,8710.01%
145SNAP INC CL ASNAP891$14,8000.01%
146PHILLIPS 66PSX100$14,1170.01%
147AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802210$13,6400.01%
148VOYA FINANCIAL INC COMVOYA-PB190$13,5190.01%
149AVANTIS INTERNATIONAL LARGE CAP VALUE ETF025072364255$13,3720.01%
150ISHARES S&P SMALLCAP 600 GROWTH ETF464287887104$13,3570.01%
151ANALOG DEVICES INC COMADI58$13,2390.01%
152ISHARES MSCI USA MIN VOL FACTOR ETF46429B697155$13,0140.01%
153INTL BUSINESS MACHINESINTR74$12,7980.01%
154CONSTELLATION ENERGY CORP COMCEG63$12,6170.01%
155VANGUARD GROWTH ETF92290873632$11,9680.01%
156REALTY INCOME CORPO225$11,8850.01%
157AUTODESK INCADSK48$11,8780.01%
158ALTRIA GROUP INC COMMO255$11,6150.01%
159CSX CORP COMCSX340$11,3730.01%
160VERTEX PHARMACEUTICALS INC COMVRTX24$11,2490.01%
161ADVANCED MICRO DEVICES INC COMAMD69$11,1920.01%
162NEXTERA ENERGY INC COMNEE-PW151$10,6920.01%
163CHARLES SCHWAB CORPSCHW-PJ145$10,6850.01%
164CENTENE CORP DEL COMCNC160$10,6080.01%
165SUNCOR ENERGY INC NEW COMSU257$9,7920.00%
166MARTIN MARIETTA MATLS INC COM57328410618$9,7520.00%
167LAS VEGAS SANDS CORP COMLVS220$9,7350.00%
168DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203323$9,5830.00%
169EQUINIX INC COMEQIX12$9,0790.00%
170TARGET CORP COMTGT61$8,9920.00%
171AT&T INC COMT-PC465$8,8860.00%
172BANK AMERICA CORP COM060505104220$8,7490.00%
173PAYCHEX INC COMPAYX70$8,2990.00%
174B & G FOODS INC NEW COMBGS1,000$8,0800.00%
175TOYOTA MOTOR CORP ADSTOYOF39$7,9940.00%
176ILLUMINA INCILMN75$7,8290.00%
177ISHARES FTSE CHINA ETF464287184300$7,7970.00%
178NORFOLK SOUTHERN CRP65584410835$7,5140.00%
179SYLVAMO CORP COMMON STOCKSLVM109$7,4770.00%
180MARSH & MCLENNAN COS INC COM57174810235$7,3750.00%
181HP INC COMHPQ208$7,2840.00%
182POWERSHARES QQQ TRIVZ15$7,1870.00%
183MORGAN STANLEYMS-PQ72$6,9980.00%
184PROGRESSIVE CORP COM74331510332$6,6470.00%
185NOVARTIS AG ADRNVSEF59$6,2810.00%
186ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68990$6,2420.00%
187AIR PRODS & CHEMS INC COMAIIR24$6,1930.00%
188ACCENTURE LTD BERMUDA CL AACN20$6,0680.00%
189GE VERNOVA INC COMGEV35$6,0030.00%
190PALO ALTO NETWORKS INC COMPANW17$5,7630.00%
191ISHARES U.S. TREASURY BOND ETF46429B267229$5,1690.00%
192SIMON PROPERTY GROUP INC82880610933$5,0090.00%
193HEALTH CARE PPTY INVS INCDOC210$4,1160.00%
194VANGUARD LARGE CAP92290863716$3,9940.00%
195ISHARES CORE MSCI EAFE ETF46432F84254$3,9230.00%
196AMGEN INCAMGN12$3,7490.00%
197GENERAC HLDGS INC COMGNRC27$3,5700.00%
198UNITI GROUP INC COMUNIT1,032$3,0130.00%
199GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC31$2,4160.00%
200ALPHABET INC CAP STK CL CGOOG13$2,3840.00%
201HEWLETT PACKARD ENTERPRISE CO COMHPE-PC106$2,2440.00%
202BANK NEW YORK MELLON CORP COM06405810036$2,1560.00%
203SOLVENTUM CORP COM SHSSOLV37$1,9570.00%
204VANGUARD CONSUMER DISCRETIONARY ETF92204A1086$1,8740.00%
205LOCKHEED MARTIN CORPLMT4$1,8680.00%
206BANC OF CALIFORNIA INC COMBANC-PF125$1,5980.00%
207DOLBY LABORATORIES INCDLB18$1,4260.00%
208NETFLIX INC COMNFLX2$1,3500.00%
209ISHARES IBOXX CORPORATE BOND ETF4642872429$9640.00%
210NETEASE.COM INC SPONSORED ADRNETTF10$9560.00%
211VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77121$9530.00%
212WARNER BROS DISCOVERY INC COM SER AWBD112$8330.00%
213ORGANON & CO COMMON STOCKOGN35$7250.00%
214FOX CORP CL A COMFOX20$6870.00%
215AON PLC SHS CL AAON2$5870.00%
216VANGUARD LONG-TERM TREASURY ETF92206C8478$4610.00%
217VERIZON COMMUNICATIONSVZ11$4540.00%
218MOODYS CORP COMMCO1$4210.00%
219LIBERTY BROADBAND CORP COM SER CLBRDP7$3840.00%
220ZIMVIE INC COM98888T10719$3470.00%
221ICON PLC SHSICLR1$3130.00%
222KENVUE INC COMKVUE16$2910.00%
223UNITED PARCEL SERVICE INCUPS2$2740.00%
224AMERICAN EXPRESS CO COMAXP1$2320.00%
225GENERAL MOTORS CORP37045V1005$2320.00%
226US BANCORP DEL COM NEWUSB-PS5$1990.00%
227CROWN CASTLE INTL CORPCCI2$1950.00%
228VERISIGN INCVRSN1$1780.00%
229SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF8085247633$1650.00%
230FIFTH THIRD BANCORPFITBM4$1460.00%
231CITIZENS FINL GROUP INC COMCIA4$1440.00%
232CONAGRA BRANDS INC COMCAG5$1420.00%
233CAPITAL ONE FINANCIAL CORP14040H1051$1380.00%
234KEYCORP COM4932671089$1280.00%
235AMARIN CORP PLC SPONS ADR NEWAMRN185$1270.00%
236HUNTINGTON BANCSHARES INC COMHBANP9$1190.00%
237LIBERTY BROADBAND CORP COM SER ALBRDP2$1090.00%
238ESTEE LAUDER COMPANIES INC5184391041$1060.00%
239NEOGEN CORP COMNEOG6$940.00%
240WALGREENS BOOTS ALLIANCE INC COM9314271087$850.00%
241BEST BUY INCBBY1$840.00%
242ORION OFFICE REIT INC COMONL22$790.00%
243VIATRIS INC COMVTRS7$740.00%
244BALL CORP COMBALL1$600.00%
245DOMINION RESOURCES INCD1$490.00%
246LSB INDS INC COM5021601041$80.00%
247TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391000$00.00%
248EVERSOURCE ENERGY COMES0$00.00%
249PEPSICO INC COMPEP0$00.00%
250MARRIOTT INTL INC NEW CL A5719032020$00.00%
251TRAVELERS COMPANIES INC COMTRV0$00.00%
252FORTIVE CORP COMFTV0$00.00%
253ROSS STORES INCROST0$00.00%
254M & T BK CORP COM55261F1040$00.00%
255KRAFT HEINZ CO COMKHC0$00.00%
256DIGITAL RLTY TR INC COM2538681030$00.00%
257INTERCONTINENTALEXCHINTL45866F1040$00.00%
258HILTON WORLDWIDE HLDGS INC COMHLT0$00.00%
259NXP SEMICONDUCTORS NV COMNXPI0$00.00%