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Creekside Partners

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$13.17M548,0105.6%
Apple Inc.$10.28M37,8194.3%
SCHWAB STRATEGIC TR$9.10M319,6843.8%
SCHWAB STRATEGIC TR$8.14M310,3143.4%
VANGUARD INDEX FDS$7.82M26,9543.3%
VANGUARD TAX-MANAGED FDS$7.36M117,7683.1%
VANGUARD INDEX FDS$7.20M27,9073.0%
VANGUARD SPECIALIZED FUNDS$7.09M32,2373.0%
VANGUARD INDEX FDS$6.04M28,5182.6%
SCHWAB STRATEGIC TR$5.28M175,5882.2%
SCHWAB STRATEGIC TR$4.58M170,3711.9%
VANGUARD INTL EQUITY INDEX F$4.55M61,7901.9%
SCHWAB STRATEGIC TR$4.07M124,2371.7%
ISHARES INC$3.81M32,0531.6%
FIRST TR EXCHANGE TRADED FD$3.53M116,4591.5%
VANGUARD INTL EQUITY INDEX F$3.40M63,1891.4%
ISHARES TR$3.38M43,5441.4%
SPDR GOLD TR$3.35M8,4461.4%
VANGUARD INDEX FDS$3.34M9,9481.4%
ISHARES TR$3.18M24,6981.3%
VANGUARD INDEX FDS$2.97M33,5801.3%
VANECK ETF TRUST$2.85M27,5251.2%
MICROSOFT CORP$2.81M5,8051.2%
NVIDIA Corp$2.76M14,7951.2%
VANGUARD INTL EQUITY INDEX F$2.37M16,7701.0%
VANECK ETF TRUST$2.34M64,6031.0%
CALAMOS CONV OPPORTUNITIES &$2.28M217,8191.0%
VANGUARD INDEX FDS$2.21M7,3100.9%
Amazon.com Inc$2.07M8,9770.9%
INVESCO EXCHANGE TRADED FD T$1.99M10,4080.8%
VANGUARD WHITEHALL FDS$1.97M13,6930.8%
FIRST TR EXCHANGE TRADED FD$1.87M19,0190.8%
CAPITAL GROUP CORE BALANCED$1.84M52,2160.8%
Alphabet Inc.$1.76M5,6390.7%
ISHARES TR$1.70M13,4410.7%
JOHNSON & JOHNSON$1.70M8,2150.7%
VANGUARD STAR FDS$1.64M21,7030.7%
CATERPILLAR INC$1.60M2,7850.7%
iShares MSCI UAE ETF$1.57M16,6590.7%
SCHWAB STRATEGIC TR$1.50M33,0750.6%
VANGUARD INDEX FDS$1.39M2,2210.6%
VANGUARD BD INDEX FDS$1.38M18,6180.6%
VANECK ETF TRUST$1.37M46,5870.6%
SCHWAB STRATEGIC TR$1.36M46,0100.6%
ISHARES TR$1.36M20,6050.6%
CHEVRON CORP$1.34M8,8130.6%
VANGUARD CHARLOTTE FDS$1.32M27,2770.6%
CISCO SYSTEMS, INC.$1.25M16,1940.5%
VANGUARD WHITEHALL FDS$1.21M13,4860.5%
Tesla Inc$1.21M2,6820.5%
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