Creekside Partners Top Holdings and 13F Report (2024) About Creekside PartnersInvestment ActivityCreekside Partners has $193.47 million in total holdings as of September 30, 2024.Creekside Partners owns shares of 165 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab International Equity ETF $10,064,885Apple $9,075,449Schwab US Small-Cap ETF $7,630,324Vanguard Mid-Cap ETF $6,929,512Vanguard Dividend Appreciation ETF $6,631,021 Sector AllocationMap of 500 Largest Holdings ofCreekside Partners Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$10,064,885244,7695.2%ETFAAPLApple$9,075,44938,9504.7%Computer and TechnologySCHASchwab US Small-Cap ETF$7,630,324148,1623.9%ETFVOVanguard Mid-Cap ETF$6,929,51226,2653.6%ETFVIGVanguard Dividend Appreciation ETF$6,631,02133,4803.4%ETFVBVanguard Small-Cap ETF$6,231,36926,2693.2%ETFVEAVanguard FTSE Developed Markets ETF$5,912,904111,9663.1%ETFVBRVanguard Small-Cap Value ETF$5,717,07228,4743.0%ETFSCHBSchwab US Broad Market ETF$5,551,20083,4522.9%ETFSCHXSchwab US Large-Cap ETF$4,423,30565,1922.3%ETFACWViShares MSCI Global Min Vol Factor ETF$3,741,97532,6721.9%ETFVNQVanguard Real Estate ETF$3,168,54632,5251.6%ETFSCHMSchwab U.S. Mid-Cap ETF$2,995,83336,0551.5%ETFDSIiShares MSCI KLD 400 Social ETF$2,927,45726,9091.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,911,32860,8431.5%ETFFGDFirst Trust DJ Global Select Dividend Index Fund$2,891,544118,7451.5%ETFSCHESchwab Emerging Markets Equity ETF$2,891,02499,0761.5%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,860,38942,2511.5%ETFVTIVanguard Total Stock Market ETF$2,759,2719,7451.4%ETFMSFTMicrosoft$2,744,2366,3771.4%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,661,39827,4511.4%ETFVEUVanguard FTSE All-World ex-US ETF$2,191,45334,7851.1%ETFCHICalamos Convertible Opportunities and Income Fund$2,123,388182,4221.1%Financial ServicesVBKVanguard Small-Cap Growth ETF$2,026,6097,5801.0%ETFGLDSPDR Gold Shares$2,015,2108,2911.0%FinanceNVDANVIDIA$1,939,39015,9701.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,905,72610,6371.0%ETFSMOTVanEck Morningstar SMID Moat ETF$1,901,56954,2841.0%ETFDLYDoubleLine Yield Opportunities Fund$1,878,311113,2191.0%--AMZNAmazon.com$1,792,8679,6220.9%Retail/WholesaleVYMVanguard High Dividend Yield ETF$1,738,55313,5610.9%ETFVTVanguard Total World Stock ETF$1,693,97914,1520.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,581,09117,3160.8%ETFIOOiShares Global 100 ETF$1,332,81013,4410.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,315,05416,3620.7%ETFJNJJohnson & Johnson$1,310,3738,0860.7%MedicalCVXChevron$1,309,8198,8940.7%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$1,290,79220,7120.7%ETFVXUSVanguard Total International Stock ETF$1,281,90119,8010.7%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,260,25433,7240.7%ETFBNDXVanguard Total International Bond ETF$1,229,90324,4610.6%ETFBNDVanguard Total Bond Market ETF$1,143,01215,2180.6%ETFCATCaterpillar$1,084,7732,7740.6%Industrial ProductsISCGiShares Morningstar Small-Cap Growth ETF$1,068,61121,8260.6%ETFVTVVanguard Value ETF$974,6385,5830.5%ETFXLUUtilities Select Sector SPDR Fund$952,30611,7890.5%ETFGOOGLAlphabet$910,0535,4870.5%Computer and TechnologyEWUiShares MSCI United Kingdom ETF$892,71523,8630.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$872,16010,9820.5%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$866,69511,6070.4%ManufacturingIFRAiShares U.S. Infrastructure ETF$863,92518,3930.4%ETFSCHCSchwab International Small-Cap Equity ETF$844,53021,9190.4%ETFIYRiShares U.S. Real Estate ETF$824,2458,0910.4%ETFVOOVanguard S&P 500 ETF$787,2421,4920.4%ETFMCDMcDonald's$786,3352,5820.4%Retail/WholesaleVWOBVanguard Emerging Markets Government Bond ETF$784,66111,8230.4%ETFXLREReal Estate Select Sector SPDR Fund$775,74117,3660.4%ETFIBMInternational Business Machines$748,0333,3840.4%Computer and TechnologyIDViShares International Select Dividend ETF$735,03424,3150.4%ETFVOOVVanguard S&P 500 Value ETF$734,6053,8520.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$731,86124,8850.4%ManufacturingHYTBlackRock Corporate High Yield Fund$713,94470,9690.4%Financial ServicesIJRiShares Core S&P Small-Cap ETF$711,5136,0830.4%ETFMGVVanguard Mega Cap Value ETF$711,1845,5440.4%ETFVOEVanguard Mid-Cap Value ETF$701,4034,1830.4%ETFJPMJPMorgan Chase & Co.$688,0363,2630.4%FinancePRKPark National$675,2804,0200.3%FinanceFNDESchwab Fundamental Emerging Markets Large Company Index ETF$671,52820,8100.3%ETFTIPiShares TIPS Bond ETF$670,4406,0690.3%ETFPGProcter & Gamble$663,5293,8310.3%Consumer StaplesVPUVanguard Utilities ETF$654,6883,7610.3%ETFCSCOCisco Systems$646,03812,1390.3%Computer and TechnologyONEYSPDR Russell 1000 Yield Focus ETF$645,3765,7540.3%ETFTSLATesla$629,4822,4060.3%Auto/Tires/TrucksVYMIVanguard International High Dividend Yield ETF$623,5698,4930.3%ETFFILLiShares MSCI Global Energy Producers ETF$620,25025,0000.3%ETFVXFVanguard Extended Market ETF$609,0593,3470.3%ETFPEPPepsiCo$607,3943,5720.3%Consumer StaplesNEENextEra Energy$583,5956,9040.3%UtilitiesHDHome Depot$573,9071,4160.3%Retail/WholesaleVHTVanguard Health Care ETF$565,5452,0040.3%ETFBRK.BBerkshire Hathaway$562,4381,2220.3%FinanceQQQInvesco QQQ$552,2681,1320.3%FinanceSPYSPDR S&P 500 ETF Trust$544,7139490.3%FinanceIBBiShares Biotechnology ETF$538,9403,7020.3%FinanceWFCWells Fargo & Company$538,7459,5370.3%FinanceORCLOracle$512,7343,0090.3%Computer and TechnologyFEZSPDR EURO STOXX 50 ETF$507,3209,5290.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$506,1278880.3%ETFEFAiShares MSCI EAFE ETF$502,8866,0130.3%FinanceSPLVInvesco S&P 500 Low Volatility ETF$490,7776,8420.3%ETFGOOGAlphabet$485,1152,9020.3%Computer and TechnologyAMPLIFY ETF TR$481,1038,0300.2%AMPLIFY ETHO CLIXLEEnergy Select Sector SPDR Fund$480,0035,4670.2%ETFDEDeere & Company$466,9921,1190.2%Industrial ProductsEPDEnterprise Products Partners$465,17815,9800.2%Oils/EnergyEFAViShares MSCI EAFE Min Vol Factor ETF$465,1146,0640.2%ETFIWNiShares Russell 2000 Value ETF$453,1642,7160.2%ETFSBUXStarbucks$448,2764,5980.2%Retail/WholesaleWSMWilliams-Sonoma$443,0712,8600.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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