Creekside Partners
CIK 2035951 · Holdings on Jun 30, 2024 · First reported Aug 30, 2024
Top ten holdings
Q2 2024- SCHF5.19%
- AAPL4.56%
- SCHA3.89%
- VO3.50%
- VIG3.39%
- VB3.26%
- VEA2.98%
- SCHB2.87%
- VBR2.87%
- SCHX2.46%
Share classes counted separately34.97%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $9.38M | 5.19% | 244.09K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $8.23M | 4.56% | 39.07K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $7.03M | 3.89% | 148.15K shares | Prior unavailable — | — | ↗▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $6.33M | 3.50% | 26.14K shares | Prior unavailable — | — | ↗▾ |
| 05 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $6.12M | 3.39% | 33.52K shares | Prior unavailable — | — | ↗▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $5.89M | 3.26% | 27.01K shares | Prior unavailable — | — | ↗▾ |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.39M | 2.98% | 109.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $5.19M | 2.87% | 82.55K shares | Prior unavailable — | — | ↗▾ |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $5.18M | 2.87% | 28.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $4.45M | 2.46% | 69.25K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2035951 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Aug 30, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 180581026
}Research all 162 reported holdings.
This page includes 30 of 162 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 162 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2035951","quarter":"2024Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2035951","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.