CreativeOne Wealth, LLC Diversified Active

CIK: 0001739728 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 15, 2019

Total Value ($000): $475,985 (100.0% shares, 0.0% debt)

Holdings (173)

JP MORGAN EXCHANGE TRADED FD 16.6%
Value ($000) $78,870 Shares 2,994,316 Est. Cost $25.87 Unrealized
JPUS JP MORGAN EXCHANGE TRADED FD 7.8%
Value ($000) $37,206 Shares 497,080 Est. Cost $70.64 Unrealized
JPIN JP MORGAN EXCHANGE TRADED FD 7.2%
Value ($000) $34,086 Shares 625,882 Est. Cost $57.18 Unrealized
JPME JP MORGAN EXCHANGE TRADED FD 5.0%
Value ($000) $23,994 Shares 361,045 Est. Cost $63.92 Unrealized
JPSE JP MORGAN EXCHANGE TRADED FD 4.1%
Value ($000) $19,441 Shares 629,979 Est. Cost $30.42 Unrealized
JPEM JP MORGAN EXCHANGE TRADED FD 4.0%
Value ($000) $18,915 Shares 340,085 Est. Cost $57.36 Unrealized
VTV VANGUARD INDEX FDS 3.9%
Value ($000) $18,786 Shares 169,365 Est. Cost $104.61 Unrealized
VUG VANGUARD INDEX FDS 3.6%
Value ($000) $16,962 Shares 103,812 Est. Cost $146.10 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 2.6%
Value ($000) $12,234 Shares 293,306 Est. Cost $43.08 Unrealized
VNQ VANGUARD INDEX FDS 2.1%
Value ($000) $9,762 Shares 111,696 Est. Cost $77.83 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.0%
Value ($000) $9,288 Shares 162,109 Est. Cost $55.01 Unrealized
SCHH SCHWAB STRATEGIC TR 1.8%
Value ($000) $8,462 Shares 190,397 Est. Cost $39.34 Unrealized
BSV VANGUARD BD INDEX FD INC 1.6%
Value ($000) $7,498 Shares 93,117 Est. Cost $78.70 Unrealized
SHY ISHARES TR 1.5%
Value ($000) $7,218 Shares 85,138 Est. Cost $84.78 Unrealized
BWX SPDR SERIES TRUST 1.4%
Value ($000) $6,870 Shares 237,543 Est. Cost $28.80 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $6,208 Shares 209,024 Est. Cost $29.70 Unrealized
PCY INVESCO EXCHNG TRADED FD TR 1.3%
Value ($000) $6,022 Shares 207,362 Est. Cost $26.65 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $5,499 Shares 129,308 Est. Cost $44.92 Unrealized
HYLB DBX ETF TR 1.1%
Value ($000) $5,460 Shares 108,796 Est. Cost $48.95 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $5,305 Shares 33,867 Est. Cost $148.73 Unrealized
BLES NORTHERN LTS FD TR IV 1.1%
Value ($000) $5,207 Shares 184,746 Est. Cost $26.89 Unrealized
USCI UNITED STS COMMODITY INDEX F 1.0%
Value ($000) $4,756 Shares 128,647 Est. Cost $42.26 Unrealized
BIV VANGUARD BD INDEX FD INC 1.0%
Value ($000) $4,750 Shares 54,910 Est. Cost $82.06 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $4,532 Shares 85,771 Est. Cost $51.72 Unrealized
BBHY JP MORGAN EXCHANGE TRADED FD 0.9%
Value ($000) $4,380 Shares 85,670 Est. Cost $49.83 Unrealized
BIBL NORTHERN LTS FD TR IV 0.9%
Value ($000) $4,251 Shares 153,216 Est. Cost $26.68 Unrealized
BLV VANGUARD BD INDEX FD INC 0.7%
Value ($000) $3,556 Shares 36,638 Est. Cost $91.02 Unrealized
FALN ISHARES TR 0.6%
Value ($000) $3,090 Shares 116,170 Est. Cost $26.52 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,788 Shares 52,605 Est. Cost $50.85 Unrealized
EMTL SSGA ACTIVE TR 0.5%
Value ($000) $2,593 Shares 50,654 Est. Cost $51.19 Unrealized
IBD NORTHERN LTS FD TR IV 0.5%
Value ($000) $2,375 Shares 92,649 Est. Cost $24.80 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,367 Shares 8,075 Est. Cost $265.57 Unrealized
IAGG ISHARES TR 0.5%
Value ($000) $2,320 Shares 42,587 Est. Cost $53.98 Unrealized
PDBC INVESCO ACTIVELY MANAGD ETF 0.5%
Value ($000) $2,315 Shares 141,423 Est. Cost $16.55 Unrealized
QEFA SPDR INDEX SHS FDS 0.5%
Value ($000) $2,222 Shares 35,218 Est. Cost $61.75 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,171 Shares 16,203 Est. Cost $96.27 Unrealized +24.2%
VXUS VANGUARD STAR FD 0.4%
Value ($000) $2,139 Shares 40,543 Est. Cost $49.65 Unrealized
FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $2,021 Shares 30,379 Est. Cost $66.53 Unrealized
SCHO SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,013 Shares 39,801 Est. Cost $49.91 Unrealized
ISHARES TR 0.4%
Value ($000) $1,941 Shares 21,219 Est. Cost $91.47 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.4%
Value ($000) $1,923 Shares 22,498 Est. Cost $85.47 Unrealized
TOTL SSGA ACTIVE ETF TR 0.4%
Value ($000) $1,917 Shares 39,058 Est. Cost $47.64 Unrealized
FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,917 Shares 45,201 Est. Cost $42.41 Unrealized
FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,854 Shares 43,305 Est. Cost $42.81 Unrealized
FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,843 Shares 58,230 Est. Cost $31.65 Unrealized
FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,747 Shares 38,254 Est. Cost $45.67 Unrealized
SPSM SPDR SERIES TRUST 0.4%
Value ($000) $1,743 Shares 56,879 Est. Cost $30.30 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,722 Shares 8,704 Est. Cost $46.62 Unrealized 0.0%
BBRE JP MORGAN EXCHANGE TRADED FD 0.4%
Value ($000) $1,719 Shares 20,459 Est. Cost $83.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,687 Shares 7,914 Est. Cost $206.92 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,475 Shares 26,199 Est. Cost $54.95 Unrealized
WISDOMTREE TR 0.3%
Value ($000) $1,439 Shares 35,984 Est. Cost $39.99 Unrealized
SCHR SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,385 Shares 25,189 Est. Cost $52.52 Unrealized
QEMM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,338 Shares 22,537 Est. Cost $57.92 Unrealized
SPTM SPDR SERIES TRUST 0.3%
Value ($000) $1,265 Shares 34,698 Est. Cost $34.62 Unrealized
T AT&T INC 0.2%
Value ($000) $1,123 Shares 33,517 Est. Cost $14.31 Unrealized +5.4%
HD HOME DEPOT INC 0.2%
Value ($000) $1,089 Shares 5,238 Est. Cost $157.19 Unrealized +7.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,051 Shares 18,392 Est. Cost $38.88 Unrealized +2.9%
CSX CSX CORP 0.2%
Value ($000) $1,048 Shares 13,545 Est. Cost $17.11 Unrealized +37.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $978 Shares 13,929 Est. Cost $68.72 Unrealized
GLOBAL X FDS 0.2%
Value ($000) $968 Shares 29,511 Est. Cost $31.99 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $937 Shares 8,415 Est. Cost $107.21 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $930 Shares 8,212 Est. Cost $108.16 Unrealized
MGC VANGUARD WORLD FD 0.2%
Value ($000) $899 Shares 8,879 Est. Cost $99.56 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $893 Shares 4,598 Est. Cost $169.18 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $854 Shares 4,572 Est. Cost $186.79 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $818 Shares 6,629 Est. Cost $107.48 Unrealized 0.0%
TLT ISHARES TR 0.2%
Value ($000) $811 Shares 6,101 Est. Cost $127.16 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $811 Shares 5,828 Est. Cost $113.67 Unrealized +1.0%
ADBE ADOBE INC 0.2%
Value ($000) $762 Shares 2,587 Est. Cost $242.88 Unrealized +14.3%
BA BOEING CO 0.2%
Value ($000) $760 Shares 2,087 Est. Cost $357.24 Unrealized 0.0%
REET ISHARES TR 0.2%
Value ($000) $752 Shares 28,175 Est. Cost $25.40 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $743 Shares 2,759 Est. Cost $252.73 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $690 Shares 364 Est. Cost $93.15 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $682 Shares 6,105 Est. Cost $88.92 Unrealized +3.5%
DE DEERE & CO 0.1%
Value ($000) $681 Shares 4,112 Est. Cost $143.66 Unrealized -1.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $667 Shares 8,709 Est. Cost $56.12 Unrealized +1.4%
SPTL SPDR SERIES TRUST 0.1%
Value ($000) $667 Shares 17,466 Est. Cost $35.36 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $647 Shares 4,857 Est. Cost $119.11 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $638 Shares 5,937 Est. Cost $105.75 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $637 Shares 17,292 Est. Cost $34.57 Unrealized
V VISA INC 0.1%
Value ($000) $609 Shares 3,511 Est. Cost $142.92 Unrealized +9.4%
CORP PIMCO ETF TR 0.1%
Value ($000) $590 Shares 5,494 Est. Cost $102.04 Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $582 Shares 19,381 Est. Cost $29.78 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $575 Shares 1,778 Est. Cost $268.47 Unrealized -0.4%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $560 Shares 3,311 Est. Cost $114.19 Unrealized +29.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $558 Shares 2,286 Est. Cost $232.93 Unrealized -7.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $532 Shares 10,025 Est. Cost $49.13 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $514 Shares 17,365 Est. Cost $29.60 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $482 Shares 5,268 Est. Cost $91.71 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $471 Shares 12,490 Est. Cost $37.24 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $469 Shares 13,565 Est. Cost $34.57 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $445 Shares 4,128 Est. Cost $100.79 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $435 Shares 16,307 Est. Cost $24.19 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $424 Shares 2,728 Est. Cost $136.88 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $422 Shares 3,754 Est. Cost $105.77 Unrealized
MNA INDEXIQ ETF TR 0.1%
Value ($000) $411 Shares 13,036 Est. Cost $31.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $403 Shares 3,898 Est. Cost $85.36 Unrealized -6.1%
EOG EOG RES INC 0.1%
Value ($000) $403 Shares 4,323 Est. Cost $78.77 Unrealized -10.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $399 Shares 7,279 Est. Cost $36.59 Unrealized +23.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $397 Shares 1,941 Est. Cost $170.23 Unrealized -0.7%
GLOBAL X FDS 0.1%
Value ($000) $396 Shares 30,597 Est. Cost $12.94 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $390 Shares 11,441 Est. Cost $34.09 Unrealized
JPMB JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $389 Shares 7,831 Est. Cost $46.68 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $383 Shares 6,278 Est. Cost $52.79 Unrealized -6.7%
USMV ISHARES TR 0.1%
Value ($000) $381 Shares 6,178 Est. Cost $54.17 Unrealized
QUS SPDR SERIES TRUST 0.1%
Value ($000) $371 Shares 4,307 Est. Cost $84.24 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $365 Shares 3,191 Est. Cost $100.02 Unrealized +10.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $363 Shares 1,822 Est. Cost $145.49 Unrealized +19.1%
SRE SEMPRA ENERGY 0.1%
Value ($000) $358 Shares 2,608 Est. Cost $52.85 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $354 Shares 1,702 Est. Cost $152.53 Unrealized +11.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $349 Shares 4,321 Est. Cost $78.10 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $343 Shares 7,243 Est. Cost $32.94 Unrealized -6.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $342 Shares 2,446 Est. Cost $128.01 Unrealized 0.0%
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $335 Shares 11,491 Est. Cost $29.15 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $331 Shares 909 Est. Cost $279.77 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $331 Shares 2,661 Est. Cost $90.24 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $330 Shares 2,516 Est. Cost $91.73 Unrealized +14.2%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $324 Shares 4,588 Est. Cost $68.02 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $319 Shares 5,351 Est. Cost $38.46 Unrealized +7.7%
IEF ISHARES TR 0.1%
Value ($000) $314 Shares 2,853 Est. Cost $110.06 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $313 Shares 3,989 Est. Cost $57.26 Unrealized +1.8%
CERNER CORP 0.1%
Value ($000) $309 Shares 4,210 Est. Cost $57.24 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $307 Shares 6,161 Est. Cost $45.46 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $302 Shares 6,313 Est. Cost $43.62 Unrealized -1.2%
IVV ISHARES TR 0.1%
Value ($000) $299 Shares 1,017 Est. Cost $259.47 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $298 Shares 3,819 Est. Cost $78.03 Unrealized
QAI INDEXIQ ETF TR 0.1%
Value ($000) $297 Shares 9,775 Est. Cost $30.13 Unrealized
VRP INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $291 Shares 11,666 Est. Cost $24.94 Unrealized
SHAK SHAKE SHACK INC 0.1%
Value ($000) $291 Shares 4,033 Est. Cost $51.72 Unrealized +19.3%
XYLD GLOBAL X FDS 0.1%
Value ($000) $284 Shares 5,816 Est. Cost $48.83 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $283 Shares 1,569 Est. Cost $173.67 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $282 Shares 261 Est. Cost $54.27 Unrealized +5.9%
ABT ABBOTT LABS 0.1%
Value ($000) $278 Shares 3,309 Est. Cost $70.22 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $278 Shares 3,315 Est. Cost $59.38 Unrealized +14.4%
VIG VANGUARD GROUP 0.1%
Value ($000) $273 Shares 2,375 Est. Cost $99.18 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $271 Shares 4,543 Est. Cost $58.42 Unrealized
JP MORGAN EXCHANGE TRADED FD 0.1%
Value ($000) $269 Shares 11,020 Est. Cost $24.41 Unrealized
WISDOMTREE TR 0.1%
Value ($000) $269 Shares 9,706 Est. Cost $27.71 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $266 Shares 1,377 Est. Cost $181.44 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $263 Shares 3,156 Est. Cost $79.44 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $262 Shares 7,319 Est. Cost $35.80 Unrealized
PGX INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $262 Shares 17,901 Est. Cost $14.26 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $257 Shares 1,630 Est. Cost $130.60 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $256 Shares 2,351 Est. Cost $108.89 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $252 Shares 4,140 Est. Cost $60.42 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $252 Shares 4,193 Est. Cost $43.92 Unrealized +3.2%
MTUM ISHARES TR 0.1%
Value ($000) $252 Shares 2,126 Est. Cost $101.40 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $249 Shares 5,495 Est. Cost $36.12 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $248 Shares 675 Est. Cost $34.88 Unrealized +3.4%
TIPX SPDR SERIES TRUST 0.1%
Value ($000) $247 Shares 12,636 Est. Cost $19.55 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $243 Shares 2,140 Est. Cost $99.25 Unrealized 0.0%
FS KKR CAPITAL CORP 0.1%
Value ($000) $243 Shares 40,818 Est. Cost $5.17 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $236 Shares 4,875 Est. Cost $45.88 Unrealized 0.0%
SRI STONERIDGE INC 0.0%
Value ($000) $235 Shares 7,440 Est. Cost $27.34 Unrealized +8.2%
SYK STRYKER CORP 0.0%
Value ($000) $235 Shares 1,144 Est. Cost $177.80 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $235 Shares 2,370 Est. Cost $91.29 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $235 Shares 2,120 Est. Cost $110.85 Unrealized -2.6%
MA MASTERCARD INC 0.0%
Value ($000) $227 Shares 855 Est. Cost $241.35 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $226 Shares 2,046 Est. Cost $31.30 Unrealized 0.0%
SPHD INVESCO EXCHNG TRADED FD TR 0.0%
Value ($000) $223 Shares 5,298 Est. Cost $42.41 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $223 Shares 4,085 Est. Cost $50.69 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $222 Shares 3,620 Est. Cost $61.33 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $221 Shares 1,781 Est. Cost $124.09 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $217 Shares 1,582 Est. Cost $120.56 Unrealized 0.0%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $215 Shares 2,454 Est. Cost $87.61 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $207 Shares 1,379 Est. Cost $150.11 Unrealized
OSI ETF TR 0.0%
Value ($000) $205 Shares 6,010 Est. Cost $34.11 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $205 Shares 4,734 Est. Cost $29.22 Unrealized 0.0%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $201 Shares 1,408 Est. Cost $142.76 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $183 Shares 17,426 Est. Cost $8.67 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $111 Shares 10,804 Est. Cost $7.10 Unrealized 0.0%
KEMPHARM INC 0.0%
Value ($000) $45 Shares 25,667 Est. Cost $1.78 Unrealized