0001957363-24-000008.txt : 20240725
0001957363-24-000008.hdr.sgml : 20240725
20240725142741
ACCESSION NUMBER: 0001957363-24-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240725
DATE AS OF CHANGE: 20240725
EFFECTIVENESS DATE: 20240725
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Creative Capital Management Investments LLC
CENTRAL INDEX KEY: 0001957363
ORGANIZATION NAME:
IRS NUMBER: 813215434
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22724
FILM NUMBER: 241141193
BUSINESS ADDRESS:
STREET 1: 6265 GREENWICH DRIVE
STREET 2: SUITE 201
CITY: SAN DIEGO
STATE: CA
ZIP: 92122
BUSINESS PHONE: 619-298-3993
MAIL ADDRESS:
STREET 1: 6265 GREENWICH DRIVE
STREET 2: SUITE 201
CITY: SAN DIEGO
STATE: CA
ZIP: 92122
13F-HR
1
primary_doc.xml
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0001957363
XXXXXXXX
06-30-2024
06-30-2024
Creative Capital Management Investments LLC
6265 GREENWICH DRIVE
SUITE 201
SAN DIEGO
CA
92122
13F HOLDINGS REPORT
028-22724
000286567
801-286567
N
Brian Matter
Chief Compliance Officer and Manager
(619) 298-3993
Brian Matter
San Diego
CA
07-25-2024
0
259
205799586
false
INFORMATION TABLE
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creative2q24.xml
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Stock
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ADR
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MERCK & CO INC
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2
NEXTERA ENERGY INC COM
Stock
65339F101
10692
151
SH
SOLE
0
0
151
NIKE INC CLASS B
Stock
654106103
38062
505
SH
SOLE
0
0
505
NORFOLK SOUTHERN CRP
Stock
655844108
7514
35
SH
SOLE
0
0
35
NOVARTIS AG ADR
ADR
66987V109
6281
59
SH
SOLE
0
0
59
NVIDIA CORP
Stock
67066G104
1946990
15760
SH
SOLE
0
0
15760
NXP SEMICONDUCTORS NV COM
Stock
N6596X109
0
0
SH
SOLE
0
0
0
OCCIDENTAL PETE CORP COM
Stock
674599105
15947
253
SH
SOLE
0
0
253
ORACLE CORPORATION
Stock
68389X105
24004
170
SH
SOLE
0
0
170
ORGANON & CO COMMON STOCK
Stock
68622V106
725
35
SH
SOLE
0
0
35
ORION OFFICE REIT INC COM
REIT
68629Y103
79
22
SH
SOLE
0
0
22
PALO ALTO NETWORKS INC COM
Stock
697435105
5763
17
SH
SOLE
0
0
17
PAYCHEX INC COM
Stock
704326107
8299
70
SH
SOLE
0
0
70
PEPSICO INC COM
Stock
713448108
0
0
SH
SOLE
0
0
0
PFIZER INC COM
Stock
717081103
70258
2511
SH
SOLE
0
0
2511
PHILLIPS 66
Stock
718546104
14117
100
SH
SOLE
0
0
100
PIMCO ENHANCED SHORT MATURITY ETF
ETF
72201R833
1332103
13235
SH
SOLE
0
0
13235
PINNACLE WEST CAP CORP COM
Stock
723484101
45828
600
SH
SOLE
0
0
600
POWERSHARES FTSE RAFI US 1000
ETF
46137V613
6853865
180603
SH
SOLE
0
0
180603
POWERSHARES FTSE RAFI US 1500 S/M PT
ETF
46137V597
856721
22463
SH
SOLE
0
0
22463
POWERSHARES QQQ TR
ETF
46090E103
7187
15
SH
SOLE
0
0
15
PROCTER AND GAMBLE CO COM
Stock
742718109
140182
850
SH
SOLE
0
0
850
PROGRESSIVE CORP COM
Stock
743315103
6647
32
SH
SOLE
0
0
32
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
ETF
74348A467
38067
396
SH
SOLE
0
0
396
QUALCOMM INC
Stock
747525103
940926
4724
SH
SOLE
0
0
4724
REALTY INCOME CORP
REIT
756109104
11885
225
SH
SOLE
0
0
225
ROSS STORES INC
Stock
778296103
0
0
SH
SOLE
0
0
0
RTX CORPORATION COM
Stock
75513E101
166647
1660
SH
SOLE
0
0
1660
RXSIGHT INC COM
Stock
78349D107
155359
2582
SH
SOLE
0
0
2582
S&P GLOBAL INC COM
Stock
78409V104
19178
43
SH
SOLE
0
0
43
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
ETF
808524763
165
3
SH
SOLE
0
0
3
SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
247331
3934
SH
SOLE
0
0
3934
SCHWAB U.S. LARGE-CAP GROWTH ETF
ETF
808524300
46029
456
SH
SOLE
0
0
456
SEMPRA ENERGY
Stock
816851109
70584
928
SH
SOLE
0
0
928
SIMON PROPERTY GROUP INC
REIT
828806109
5009
33
SH
SOLE
0
0
33
SNAP INC CL A
Stock
83304A106
14800
891
SH
SOLE
0
0
891
SOLVENTUM CORP COM SHS
Stock
83444M101
1957
37
SH
SOLE
0
0
37
SOUTHERN CO COM
Stock
842587107
23271
300
SH
SOLE
0
0
300
SPDR S&P 500 ETF
ETF
78462F103
349389
642
SH
SOLE
0
0
642
STARBUCKS CORP
Stock
855244109
54106
695
SH
SOLE
0
0
695
STRYKER CORP
Stock
863667101
24158
71
SH
SOLE
0
0
71
SUNCOR ENERGY INC NEW COM
Stock
867224107
9792
257
SH
SOLE
0
0
257
SYLVAMO CORP COMMON STOCK
Stock
871332102
7477
109
SH
SOLE
0
0
109
SYNCHRONY FINANCIAL COM
Stock
87165B103
18404
390
SH
SOLE
0
0
390
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
ADR
874039100
0
0
SH
SOLE
0
0
0
TAKE-TWO INTERACTIVE SOFTWARE COM
Stock
874054109
333060
2142
SH
SOLE
0
0
2142
TARGET CORP COM
Stock
87612E106
8992
61
SH
SOLE
0
0
61
TECHNOLOGY SELECT SECTOR SPDR
ETF
81369Y803
54748
242
SH
SOLE
0
0
242
TESLA INC COM
Stock
88160R101
284156
1436
SH
SOLE
0
0
1436
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
16590
30
SH
SOLE
0
0
30
TJX COS INC NEW COM
Stock
872540109
20919
190
SH
SOLE
0
0
190
T-MOBILE US INC COM
Stock
872590104
36117
205
SH
SOLE
0
0
205
TOYOTA MOTOR CORP ADS
ADR
892331307
7994
39
SH
SOLE
0
0
39
TRANE TECHNOLOGIES PLC SHS
Stock
G8994E103
16775
51
SH
SOLE
0
0
51
TRAVELERS COMPANIES INC COM
Stock
89417E109
0
0
SH
SOLE
0
0
0
UNION PAC CORP COM
Stock
907818108
31903
141
SH
SOLE
0
0
141
UNITED PARCEL SERVICE INC
Stock
911312106
274
2
SH
SOLE
0
0
2
UNITEDHEALTH GROUP
Stock
91324P102
81482
160
SH
SOLE
0
0
160
UNITI GROUP INC COM
REIT
91325V108
3013
1032
SH
SOLE
0
0
1032
US BANCORP DEL COM NEW
Stock
902973304
199
5
SH
SOLE
0
0
5
VALERO ENERGY CORP
Stock
91913Y100
23514
150
SH
SOLE
0
0
150
VANGUARD CONSUMER DISCRETIONARY ETF
ETF
92204A108
1874
6
SH
SOLE
0
0
6
VANGUARD GROWTH ETF
ETF
922908736
11968
32
SH
SOLE
0
0
32
VANGUARD HIGH DIVIDEND YIELD
ETF
921946406
48982
413
SH
SOLE
0
0
413
VANGUARD INFORMATION TECHNOLOGY ETF
ETF
92204A702
32289
56
SH
SOLE
0
0
56
VANGUARD INTERMEDIATE-TERM TREASURY ETF
ETF
92206C706
62888
1080
SH
SOLE
0
0
1080
VANGUARD LARGE CAP
ETF
922908637
3994
16
SH
SOLE
0
0
16
VANGUARD LONG-TERM TREASURY ETF
ETF
92206C847
461
8
SH
SOLE
0
0
8
VANGUARD MORTGAGE-BACKED SECURITIES ETF
ETF
92206C771
953
21
SH
SOLE
0
0
21
VANGUARD TAX-EXEMPT BOND ETF
ETF
922907746
884892
17659
SH
SOLE
0
0
17659
VANGUARD TOTAL BOND MARKET ETF
ETF
921937835
41573
577
SH
SOLE
0
0
577
VANGUARD TOTAL INTERNATIONAL STOCK ETF
ETF
921909768
104018
1725
SH
SOLE
0
0
1725
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
1152968
4310
SH
SOLE
0
0
4310
VANGUARD TOTAL WORLD STOCK ETF
ETF
922042742
20499
182
SH
SOLE
0
0
182
VANGUARD VALUE ETF
ETF
922908744
15560
97
SH
SOLE
0
0
97
VERALTO CORP COM SHS
Stock
92338C103
22245
233
SH
SOLE
0
0
233
VERISIGN INC
Stock
92343E102
178
1
SH
SOLE
0
0
1
VERIZON COMMUNICATIONS
Stock
92343V104
454
11
SH
SOLE
0
0
11
VERTEX PHARMACEUTICALS INC COM
Stock
92532F100
11249
24
SH
SOLE
0
0
24
VIATRIS INC COM
Stock
92556V106
74
7
SH
SOLE
0
0
7
VISA INC
Stock
92826C839
374020
1425
SH
SOLE
0
0
1425
VOYA FINANCIAL INC COM
Stock
929089100
13519
190
SH
SOLE
0
0
190
WALGREENS BOOTS ALLIANCE INC COM
Stock
931427108
85
7
SH
SOLE
0
0
7
WALMART INC COM
Stock
931142103
166567
2460
SH
SOLE
0
0
2460
WARNER BROS DISCOVERY INC COM SER A
Stock
934423104
833
112
SH
SOLE
0
0
112
WISDOMTREE INTERNATIONAL EQUITY FUND
ETF
97717W703
28955
539
SH
SOLE
0
0
539
XCEL ENERGY INC COM
Stock
98389B100
122255
2289
SH
SOLE
0
0
2289
ZIMMER HLDGS INC
Stock
98956P102
21489
198
SH
SOLE
0
0
198
ZIMVIE INC COM
Stock
98888T107
347
19
SH
SOLE
0
0
19