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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 Q3 2024 · Filed October 29, 2024 · Accession 0001957363-24-000010

Total Value
$239.2M
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7081,406,527$48.2M20.16%
2DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8801,757,474$47.5M19.84%
3DIMENSIONAL CORE FIXED INCOME ETF25434V872889,177$38.4M16.05%
4AVANTIS U.S. SMALL CAP VALUE ETF025072877280,124$26.9M11.24%
5DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658574,351$16.6M6.93%
6DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302522,659$14.3M5.99%
7APPLE INCAAPL25,464$5.9M2.48%
8POWERSHARES FTSE RAFI US 1000IVZ140,348$5.7M2.38%
9ISHARES CALIFORNIA MUNI BOND ETF46428835655,541$3.2M1.35%
10NVIDIA CORPNVDA16,972$2.1M0.86%
11AMAZON.COM INCAMZN10,402$1.9M0.81%
12PIMCO ENHANCED SHORT MATURITY ETF72201R83314,867$1.5M0.63%
13MICROSOFTMSFT3,469$1.5M0.62%
14BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.4M0.58%
15ISHARES TIPS BOND ETF46428717612,156$1.3M0.56%
16VANGUARD TOTAL STOCK MARKET ETF9229087694,310$1.2M0.51%
17BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,484$1.1M0.48%
18DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF25434V67420,619$1.1M0.46%
19TESLA INC COMTSLA4,069$1.1M0.45%
20QUALCOMM INCQCOM4,684$796,5140.33%
21AVANTIS EMERGING MARKETS EQUITY ETF02507260411,852$765,6390.32%
22DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V71619,343$719,1730.30%
23DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V69015,986$571,2630.24%
24VANGUARD TAX-EXEMPT BOND ETF92290774610,983$561,4510.23%
25RTX CORPORATION COMRTX4,223$511,6590.21%
26HOME DEPOTHD1,237$501,2320.21%
27INTUITIVE SURGICAL, INC.ISRG873$428,8790.18%
28EXXON MOBIL CORP COMXOM3,579$419,5300.18%
29VISA INCV1,425$391,8040.16%
30ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24315,166$381,5770.16%
31GOOGLE INCGOOG2,295$380,6260.16%
32COSTCO WHOLESALE CORP22160K105429$380,3170.16%
33SPDR S&P 500 ETFSPY642$368,3540.15%
34AVANTIS ALL EQUITY MARKETS ETF0250722324,506$332,8580.14%
35POWERSHARES FTSE RAFI US 1500 S/M PTIVZ7,488$311,1070.13%
36GILEAD SCIENCES INCGILD3,565$298,8900.12%
37ISHARES CORE S&P MID-CAP ETF4642875074,655$290,1000.12%
38L3HARRIS TECHNOLOGIES INC COMLHX1,210$287,8230.12%
39DIMENSIONAL NATIONAL MUNICIPAL BOND ETF25434V8495,896$286,1920.12%
40ISHARES RUSSELL 1000 GROWTH ETF464287614750$281,5350.12%
41ISHARES MSCI EAFE ETF4642874653,218$269,1210.11%
42DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF25434V6827,466$264,4460.11%
43ABBVIE INC COMABBV1,331$262,8630.11%
44SCHWAB U.S. BROAD MARKET ETF8085241023,934$261,6900.11%
45CARRIER GLOBAL CORPORATION COMCARR2,708$217,9670.09%
46AMGEN INCAMGN649$209,1140.09%
47ISHARES RUSSELL MIDCAP ETF4642874992,368$208,7160.09%
48AVANTIS U.S. EQUITY ETF0250728852,185$207,9030.09%
49WALMART INC COMWMT2,460$198,6450.08%
50ISHARES MSCI KLD 400 SOCIAL ETF4642885701,819$197,8890.08%
51US BANCORP DEL COM NEWUSB-PS4,323$197,6940.08%
52AUTOMATIC DATA PROCESSING INC COMADP653$180,6710.08%
53AMEREN CORPAEE2,033$177,8060.07%
54VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467942,252$165,3420.07%
55AVANTIS CORE FIXED INCOME ETF0250725623,680$156,4370.07%
56ISHARES CORE S&P SMALL CAP ETF4642878041,273$148,8900.06%
57PROCTER AND GAMBLE CO COM742718109850$147,2200.06%
58INVESCO SENIOR LOAN ETFIVZ6,800$142,8680.06%
59XCEL ENERGY INC COMXELLL2,089$136,4120.06%
60AMERICAN EXPRESS CO COMAXP501$135,8710.06%
61BRISTOL-MYERS SQUIBB CO COMCELG-RI2,588$133,9030.06%
62TAKE-TWO INTERACTIVE SOFTWARE COMTTWO868$133,4200.06%
63RXSIGHT INC COMRXST2,582$127,6280.05%
64MERCK & CO INCMRK1,113$126,3920.05%
65CHEVRON CORP NEW COMCVX857$126,2100.05%
66LOWES COS INC COM548661107427$115,6530.05%
67WELLS FARGO CO NEW COM9497461012,000$112,9800.05%
68VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,725$111,6770.05%
69ABBOTT LABS COMABLZF937$106,8270.04%
70DISNEY WALT CO COM2546871061,082$104,0780.04%
71META PLATFORMS INC CL AMETA169$96,7420.04%
72AVAGO TECHNOLOGIES LTDAVGO560$96,6000.04%
73FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,613$93,9900.04%
74UNITEDHEALTH GROUPUNH160$93,5490.04%
75EVERGY INC COMEVRG1,501$93,0770.04%
76AVANTIS INTERNATIONAL EQUITY ETF0250727031,370$91,8310.04%
77EATON CORP PLC SHSETN272$90,1520.04%
78CATERPILLAR INC COMCAT228$89,1750.04%
79GE AEROSPACE COM NEW369604301451$85,0500.04%
80MONDELEZ INTL INC CL A6092071051,134$83,5420.03%
81SEMPRA ENERGYSREA928$77,6090.03%
82AVIDITY BIOSCIENCES INC COM05370A1081,603$73,6260.03%
83THERMO FISHER SCIENTIFIC INC COMTMO118$72,9910.03%
84PFIZER INC COMPFE2,511$72,6680.03%
85GARMIN LTDGRMN400$70,4120.03%
86STARBUCKS CORPSBUX695$67,7560.03%
87ISHARES RUSSELL 2000 ETF464287655300$66,2670.03%
88VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C7061,080$65,2540.03%
89FIDELITY TOTAL BOND ETF3161883091,241$58,0040.02%
90TECHNOLOGY SELECT SECTOR SPDR81369Y803242$54,6340.02%
91VANGUARD HIGH DIVIDEND YIELD921946406413$52,9470.02%
92VANGUARD SHORT TERM BOND921937827655$51,5420.02%
93ISHARES GLOBAL REIT ETF46434V6471,836$49,0030.02%
94INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ799$48,7710.02%
95SCHWAB U.S. LARGE-CAP GROWTH ETF808524300456$47,5540.02%
96JOHNSON & JOHNSON COMJNJ286$46,3490.02%
97ELI LILLY & CO COMLLY52$46,0690.02%
983M CO COMMMM328$44,7860.02%
99PINNACLE WEST CAP CORP COMPNW500$44,2950.02%
100VANGUARD TOTAL BOND MARKET ETF921937835577$43,3380.02%
101EATON VANCE RISK-MANAGED DIVER COMETN4,694$43,2320.02%
102INVESCO BUYBACK ACHIEVERS ETFIVZ375$42,9450.02%
103T-MOBILE US INC COMTMUSZ205$42,3040.02%
104PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467396$42,2770.02%
105MASTERCARD INCMA82$40,4920.02%
106MICRON TECHNOLOGYMU390$40,4470.02%
107JPMORGAN CHASE & CO. COMVYLD187$39,4310.02%
108DIMENSIONAL US CORE EQUITY MARKET ETF25434V104991$39,3330.02%
109FIRST TRUST HEALTH CARE ALPHADEX FUND33734X143349$39,0400.02%
110AVANTIS CORE MUNICIPAL FIXED INCOME ETF025072695800$37,5520.02%
111NIKE INC CLASS BNKE408$36,0670.02%
112UNION PAC CORP COMUNP141$34,7540.01%
113LULULEMON ATHLETICA INC COMLULU127$34,4610.01%
114MCDONALDS CORP COMMCD112$34,1050.01%
115CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308406$33,6980.01%
116REALTY INCOME CORPO525$33,2960.01%
117VANGUARD INFORMATION TECHNOLOGY ETF92204A70256$32,8450.01%
118WISDOMTREE INTERNATIONAL EQUITY FUNDWT539$31,0230.01%
119AVANTIS U.S. LARGE CAP VALUE ETF025072349470$30,9400.01%
120ORACLE CORPORATIONORCL-PD170$28,9680.01%
121ZIMMER HLDGS INCZBH253$27,3110.01%
122ISHARES ESG AWARE MSCI EAFE ETF46435G516321$27,0190.01%
123ILLINOIS TOOL WKS INC COM452308109103$26,9930.01%
124AVANTIS REAL ESTATE ETF025072356565$26,6340.01%
125AMERIPRISE FINANCIAL INC.03076C10656$26,3090.01%
126VERALTO CORP COM SHSVLTO233$26,0630.01%
127STRYKER CORPSYK71$25,6490.01%
128ADVANCED MICRO DEVICES INC COMAMD155$25,4320.01%
129HONEYWELL INTL INC438516106113$23,3580.01%
130TJX COS INC NEW COM872540109190$22,3330.01%
131S&P GLOBAL INC COMSPGI43$22,2150.01%
132VANGUARD TOTAL WORLD STOCK ETF922042742183$21,9050.01%
133CONOCOPHILLIPS COMCOP200$21,0560.01%
134KLA-TENCOR CORPKLAC27$20,9090.01%
135AMPHENOL CORP CL A032095101320$20,8510.01%
136VALERO ENERGY CORPVLO150$20,2550.01%
137TRANE TECHNOLOGIES PLC SHSTT51$19,8250.01%
138SYNCHRONY FINANCIAL COMSYF-PB390$19,4530.01%
139ISHARES ESG AWARE MSCI USA ETF46435G425154$19,4320.01%
140ISHARES S&P 500 GROWTH ETF464287309200$19,1500.01%
141DEERE & CO COMDE45$18,7800.01%
142ISHARES S&P MID-CAP 400 GROWTH ETF464287606204$18,7540.01%
143BOSTON SCIENTIFIC CORPBSX220$18,4360.01%
144DANAHER CORP23585110266$18,3490.01%
145INTEL CORP COMINTC769$18,0410.01%
146BIOGEN INC COMBIIB92$17,8330.01%
147ALLSTATE CORPALL-PJ90$17,0690.01%
148CISCO SYS INCCSCO313$16,6580.01%
149CONSTELLATION ENERGY CORP COMCEG63$16,3810.01%
150INTL BUSINESS MACHINESINTR74$16,3600.01%
151CELANESE CORP DEL COMCE111$15,0920.01%
152VOYA FINANCIAL INC COMVOYA-PB190$15,0520.01%
153AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802210$14,8410.01%
154ISHARES S&P SMALLCAP 600 GROWTH ETF464287887104$14,5070.01%
155AVANTIS INTERNATIONAL LARGE CAP VALUE ETF025072364255$14,3160.01%
156ANALOG DEVICES INC COMADI58$13,3500.01%
157AUTODESK INCADSK48$13,2230.01%
158PHILLIPS 66PSX100$13,1450.01%
159OCCIDENTAL PETE CORP COM674599105253$13,0400.01%
160NEXTERA ENERGY INC COMNEE-PW151$12,7640.01%
161VIKING THERAPEUTICS INC COMVKTX200$12,6620.01%
162CSX CORP COMCSX340$11,7400.00%
163VERTEX PHARMACEUTICALS INC COMVRTX24$11,1620.00%
164LAS VEGAS SANDS CORP COMLVS220$11,0750.00%
165EQUINIX INC COMEQIX12$10,6520.00%
166DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203323$10,2650.00%
167AT&T INC COMT-PC465$10,2300.00%
168ILLUMINA INCILMN75$9,7810.00%
169MARTIN MARIETTA MATLS INC COM57328410618$9,6890.00%
170TARGET CORP COMTGT61$9,5380.00%
171SUNCOR ENERGY INC NEW COMSU257$9,4880.00%
172CHARLES SCHWAB CORPSCHW-PJ145$9,3970.00%
173PAYCHEX INC COMPAYX70$9,3930.00%
174SYLVAMO CORP COMMON STOCKSLVM109$9,3580.00%
175GE VERNOVA INC COMGEV35$8,9240.00%
176BANK AMERICA CORP COM060505104220$8,7300.00%
177NORFOLK SOUTHERN CRP65584410835$8,6980.00%
178PROGRESSIVE CORP COM74331510332$8,1200.00%
179MARSH & MCLENNAN COS INC COM57174810235$7,8080.00%
180MORGAN STANLEYMS-PQ72$7,5050.00%
181HP INC COMHPQ208$7,4610.00%
182POWERSHARES QQQ TRIVZ15$7,3210.00%
183AIR PRODS & CHEMS INC COMAIIR24$7,1460.00%
184ACCENTURE LTD BERMUDA CL AACN20$7,0700.00%
185TOYOTA MOTOR CORP ADSTOYOF39$6,9640.00%
186NOVARTIS AG ADRNVSEF59$6,7860.00%
187UNITI GROUP INC COMUNIT1,032$5,8200.00%
188PALO ALTO NETWORKS INC COMPANW17$5,8110.00%
189NET LEASE OFFICE PROPERTIES COMNLOP189$5,7770.00%
190SIMON PROPERTY GROUP INC82880610933$5,5780.00%
191SNAP INC CL ASNAP501$5,3610.00%
192HEALTH CARE PPTY INVS INCDOC210$4,8030.00%
193GENERAC HLDGS INC COMGNRC27$4,2900.00%
194VANGUARD LARGE CAP92290863716$4,2130.00%
195GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC31$2,9090.00%
196BANK NEW YORK MELLON CORP COM06405810036$2,5870.00%
197LOCKHEED MARTIN CORPLMT4$2,3380.00%
198ALPHABET INC CAP STK CL CGOOG13$2,1730.00%
199HEWLETT PACKARD ENTERPRISE CO COMHPE-PC106$2,1690.00%
200VANGUARD CONSUMER DISCRETIONARY ETF92204A1086$2,0430.00%
201BANC OF CALIFORNIA INC COMBANC-PF125$1,8410.00%
202NETFLIX INC COMNFLX2$1,4190.00%
203DOLBY LABORATORIES INCDLB18$1,3780.00%
204NETEASE.COM INC SPONSORED ADRNETTF10$9350.00%
205WARNER BROS DISCOVERY INC COM SER AWBD112$9240.00%
206FOX CORP CL A COMFOX20$8470.00%
207AON PLC SHS CL AAON2$6920.00%
208ORGANON & CO COMMON STOCKOGN35$6700.00%
209LIBERTY BROADBAND CORP COM SER CLBRDP7$5410.00%
210VERIZON COMMUNICATIONSVZ11$4940.00%
211MOODYS CORP COMMCO1$4750.00%
212GRAIL INC COMGRAL28$3850.00%
213KENVUE INC COMKVUE16$3700.00%
214ZIMVIE INC COM98888T10719$3020.00%
215ICON PLC SHSICLR1$2870.00%
216UNITED PARCEL SERVICE INCUPS2$2730.00%
217ALTRIA GROUP INC COMMO5$2550.00%
218CROWN CASTLE INTL CORPCCI2$2370.00%
219GENERAL MOTORS CORP37045V1005$2240.00%
220VERISIGN INCVRSN1$1900.00%
221FIFTH THIRD BANCORPFITBM4$1710.00%
222CITIZENS FINL GROUP INC COMCIA4$1640.00%
223CONAGRA BRANDS INC COMCAG5$1630.00%
224LIBERTY BROADBAND CORP COM SER ALBRDP2$1540.00%
225KEYCORP COM4932671089$1510.00%
226CAPITAL ONE FINANCIAL CORP14040H1051$1500.00%
227HUNTINGTON BANCSHARES INC COMHBANP9$1320.00%
228AMARIN CORP PLC SPONS ADR NEWAMRN185$1160.00%
229BEST BUY INCBBY1$1030.00%
230NEOGEN CORP COMNEOG6$1010.00%
231ESTEE LAUDER COMPANIES INC5184391041$1000.00%
232ORION OFFICE REIT INC COMONL22$880.00%
233ESS TECH INC COM NEWGWH-WT13$820.00%
234VIATRIS INC COMVTRS7$810.00%
235BALL CORP COMBALL1$680.00%
236WALGREENS BOOTS ALLIANCE INC COM9314271087$630.00%
237DOMINION RESOURCES INCD1$580.00%
238HERSHEY CO COMHSY0$430.00%
239NOKIA CORP SPONSORED ADRNOKBF2$90.00%
240LSB INDS INC COM5021601041$80.00%