Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Creative Planning

Latest statistics and disclosures from Creative Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VEA, BND, IEMG, SPMD, and represent 34.13% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: BND (+$1.1B), VEA (+$341M), IVV (+$259M), IJH (+$249M), SPMD (+$209M), SPSB (+$196M), XLRE (+$180M), MUB (+$128M), VGIT (+$94M), WMT (+$67M).
Started 262 new stock positions in TCAF, ICUI, VECO, OSCR, REPL, GKOS, URA, Core Scientific, Redwood Trust Inc convertible security, UNF.
Reduced shares in these 10 stocks: DGS (-$493M), VTI (-$152M), IEMG (-$89M), VWO (-$64M), VNQ (-$46M), VV (-$40M), SCHE (-$37M), SPEM (-$34M), EWX (-$33M), SCHX (-$31M).
Sold out of its positions in AXTI, ACAD, AHCO, ASIX, Agex Therapeutics, AGTI, SIXJ, AWF, MDRX, AMAL.
Creative Planning was a net buyer of stock by $2.5B.
Creative Planning has $89B in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001540235

Tip: Access up to 7 years of quarterly data

Positions held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Creative Planning

Creative Planning holds 2845 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Creative Planning has 2845 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Planning March 31, 2024 positions
Download the Creative Planning March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.2	$11B	+2%	21M	525.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.5	$6.7B	+5%	133M	50.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$5.5B	+23%	76M	72.63	View chart
Ishares Core Msci Emkt (IEMG)	4.2	$3.7B	-2%	71M	51.60	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	4.0	$3.5B	+6%	66M	53.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.5	$3.1B		13M	239.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$2.1B		8.2M	249.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$1.9B	-7%	7.4M	259.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$1.9B		53M	35.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$1.9B	+3%	23M	80.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$1.8B		28M	62.06	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.9	$1.7B	+3%	28M	61.53	View chart
Apple (AAPL)	1.8	$1.6B		9.2M	171.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.7	$1.5B	-2%	18M	86.48	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.3B	+11%	12M	107.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$1.3B		25M	50.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$1.2B		13M	97.94	View chart
Ishares Tr Core Msci Intl (IDEV)	1.3	$1.2B	-2%	18M	67.13	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.3	$1.2B	-29%	23M	50.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.1B		2.7M	420.52	View chart
Microsoft Corporation (MSFT)	1.1	$1.0B		2.4M	420.72	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.1	$966M	+22%	24M	39.53	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.0	$920M	+27%	31M	29.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$903M	-6%	22M	41.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$887M	-3%	25M	36.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$845M		22M	39.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$825M		10M	81.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$745M		14M	54.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$669M		11M	62.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$589M	-5%	23M	25.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$588M	+12%	1.2M	480.72	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$578M	-2%	29M	20.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$577M	+19%	9.8M	58.55	View chart
Amazon (AMZN)	0.6	$513M	+6%	2.8M	180.38	View chart
NVIDIA Corporation (NVDA)	0.6	$510M		565k	903.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$497M	+9%	5.3M	93.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$454M	-2%	3.8M	120.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$417M		1.8M	228.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$367M	+8%	5.6M	65.86	View chart
Meta Platforms Cl A (META)	0.4	$325M	+3%	669k	485.58	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$321M		5.1M	63.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$313M	+389%	5.2M	60.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$262M	+8%	1.7M	150.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$254M		572k	444.01	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$251M	+10%	2.4M	104.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$250M	-3%	2.2M	115.30	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$236M		7.2M	32.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$226M	-4%	3.0M	74.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$220M		1.4M	152.26	View chart
Procter & Gamble Company (PG)	0.2	$218M		1.3M	162.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$215M	-5%	1.9M	115.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$214M	+3%	1.1M	200.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$195M		677k	288.03	View chart
Exxon Mobil Corporation (XOM)	0.2	$194M	+2%	1.7M	116.24	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$189M	-14%	3.4M	55.80	View chart
Home Depot (HD)	0.2	$183M	+3%	478k	383.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$180M	-6%	983k	182.61	View chart
Eli Lilly & Co. (LLY)	0.2	$171M	+29%	220k	777.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$171M		4.2M	40.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$168M	-6%	1.5M	110.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$168M		2.1M	79.86	View chart
Costco Wholesale Corporation (COST)	0.2	$154M	+8%	210k	732.63	View chart
Visa Com Cl A (V)	0.2	$153M	+4%	549k	279.08	View chart
Johnson & Johnson (JNJ)	0.2	$152M		963k	158.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$148M	+2%	440k	337.05	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$148M		266k	556.40	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.2	$144M	-3%	2.8M	51.71	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$138M	-3%	3.2M	43.04	View chart
Tesla Motors (TSLA)	0.2	$134M		764k	175.79	View chart
Abbvie (ABBV)	0.1	$132M	+5%	723k	182.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$120M	-8%	1.3M	89.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$120M	-6%	572k	210.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$119M	-3%	2.4M	49.24	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$114M	-3%	2.4M	47.46	View chart
Merck & Co (MRK)	0.1	$109M	+5%	827k	131.95	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$108M		1.2M	93.19	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$106M		1.5M	72.19	View chart
Coca-Cola Company (KO)	0.1	$105M	+2%	1.7M	61.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$105M	+3%	1.3M	80.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$102M	-5%	623k	162.86	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$100M	+25%	1.1M	91.80	View chart
Wal-Mart Stores (WMT)	0.1	$99M	+213%	1.6M	60.17	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$98M		1.7M	56.98	View chart
Broadcom (AVGO)	0.1	$98M	+8%	74k	1325.41	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$98M		2.0M	48.22	View chart
UnitedHealth (UNH)	0.1	$97M		197k	494.70	View chart
McDonald's Corporation (MCD)	0.1	$96M		339k	281.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$95M	-2%	2.6M	36.75	View chart
Bank of America Corporation (BAC)	0.1	$95M	+3%	2.5M	37.92	View chart
Pepsi (PEP)	0.1	$94M		539k	175.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$94M		524k	179.11	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$94M	-3%	2.2M	41.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$92M		267k	344.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$92M		190k	481.59	View chart
Abbott Laboratories (ABT)	0.1	$89M	+4%	785k	113.66	View chart
Chevron Corporation (CVX)	0.1	$88M	+5%	559k	157.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$84M		478k	175.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$79M	-8%	1.4M	57.96	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$78M	-2%	1.6M	48.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$78M	+6%	224k	346.61	View chart
Oracle Corporation (ORCL)	0.1	$76M	+2%	605k	125.61	View chart
Caterpillar (CAT)	0.1	$75M	+12%	204k	366.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$66M	-3%	1.2M	57.47	View chart
Qualcomm (QCOM)	0.1	$64M	+2%	380k	169.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$64M	-4%	123k	524.29	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$64M	+5%	944k	67.34	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$63M	-18%	1.3M	49.05	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$63M	-4%	2.0M	31.15	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$63M	+2%	2.0M	31.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$62M	-3%	1.1M	58.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$61M	+2%	121k	504.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$61M	+5%	447k	136.02	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$60M	-9%	457k	131.24	View chart
Union Pacific Corporation (UNP)	0.1	$59M	+3%	240k	245.93	View chart
Cisco Systems (CSCO)	0.1	$59M	+7%	1.2M	49.91	View chart
Netflix (NFLX)	0.1	$58M	-6%	96k	607.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$57M	-18%	901k	63.74	View chart
Intel Corporation (INTC)	0.1	$56M		1.3M	44.17	View chart
Thermo Fisher Scientific (TMO)	0.1	$56M	+7%	95k	581.21	View chart
Advanced Micro Devices (AMD)	0.1	$55M	+8%	306k	180.49	View chart
Eaton Corp SHS (ETN)	0.1	$55M	+5%	177k	312.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$55M		1.7M	32.23	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$52M	+2%	1.3M	40.27	View chart
Boeing Company (BA)	0.1	$52M		269k	192.99	View chart
Lowe's Companies (LOW)	0.1	$51M	+7%	202k	254.73	View chart
International Business Machines (IBM)	0.1	$51M	+3%	269k	190.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$50M	-2%	1.4M	35.80	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$50M	-3%	1.5M	32.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$49M		181k	270.79	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$49M	-4%	151k	320.59	View chart
Nextera Energy (NEE)	0.1	$49M		758k	63.91	View chart
Amgen (AMGN)	0.1	$48M	+4%	169k	284.32	View chart
Nike CL B (NKE)	0.1	$48M	+4%	511k	93.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$48M		571k	84.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$47M		301k	155.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$47M		243k	191.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$46M	+2%	661k	68.80	View chart
Comcast Corp Cl A (CMCSA)	0.1	$45M	+4%	1.0M	43.35	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$45M	+2%	416k	108.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$45M	-24%	775k	58.08	View chart
Lockheed Martin Corporation (LMT)	0.1	$44M		98k	454.87	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$44M	+14%	772k	57.57	View chart
Lam Research Corporation (LRCX)	0.1	$44M	+4%	46k	971.57	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$44M	+7%	378k	116.84	View chart
Raytheon Technologies Corp (RTX)	0.0	$44M	+3%	452k	97.53	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$44M	+11%	951k	45.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$44M	+4%	567k	76.67	View chart
Honeywell International (HON)	0.0	$43M	+2%	211k	205.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$43M	-7%	464k	92.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$43M		374k	114.14	View chart
Dover Corporation (DOV)	0.0	$42M		236k	177.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$41M		488k	84.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$41M	-6%	1.7M	24.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$41M		510k	79.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$41M	-2%	666k	61.05	View chart
Starbucks Corporation (SBUX)	0.0	$40M		442k	91.38	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$40M		617k	64.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$40M		191k	208.27	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$40M	-3%	479k	82.97	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$40M	-5%	139k	286.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$39M	-16%	505k	77.31	View chart
Applied Materials (AMAT)	0.0	$39M		189k	206.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$39M	+9%	643k	60.30	View chart
Phillips 66 (PSX)	0.0	$38M		234k	163.34	View chart
Pfizer (PFE)	0.0	$38M		1.4M	27.75	View chart
Edwards Lifesciences (EW)	0.0	$37M	+83%	389k	95.56	View chart
Target Corporation (TGT)	0.0	$36M		203k	177.21	View chart
United Parcel Service CL B (UPS)	0.0	$36M	-27%	241k	148.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$36M		173k	205.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$35M	-2%	287k	123.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$35M	+120%	344k	100.71	View chart
Verizon Communications (VZ)	0.0	$34M	+8%	818k	41.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$34M	-7%	831k	41.08	View chart
Bentley Sys Com Cl B (BSY)	0.0	$34M		650k	52.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$34M	+4%	84k	397.76	View chart
Chubb (CB)	0.0	$34M		129k	259.13	View chart
Novo-nordisk A S Adr (NVO)	0.0	$33M	+19%	259k	128.40	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$33M	+2%	473k	70.00	View chart
American Express Company (AXP)	0.0	$33M	+5%	146k	227.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$33M	-2%	788k	42.01	View chart
McKesson Corporation (MCK)	0.0	$33M	+3%	61k	536.85	View chart
Intuit (INTU)	0.0	$33M	+7%	50k	650.00	View chart
Marathon Petroleum Corp (MPC)	0.0	$32M	+7%	160k	201.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$32M	-3%	188k	169.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$31M	+2%	75k	418.01	View chart
Charles Schwab Corporation (SCHW)	0.0	$31M	-2%	433k	72.34	View chart
Philip Morris International (PM)	0.0	$31M	+10%	339k	91.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$31M	-4%	259k	118.29	View chart
Novartis Sponsored Adr (NVS)	0.0	$31M	+2%	317k	96.73	View chart
Deere & Company (DE)	0.0	$31M		74k	410.74	View chart
Texas Instruments Incorporated (TXN)	0.0	$31M	+9%	175k	174.22	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$31M	-6%	276k	110.54	View chart
Automatic Data Processing (ADP)	0.0	$30M		122k	249.74	View chart
General Electric Com New (GE)	0.0	$30M	+3%	171k	175.53	View chart
TJX Companies (TJX)	0.0	$30M	+5%	295k	101.42	View chart
Waste Management (WM)	0.0	$30M	+2%	141k	213.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$30M	+4%	258k	114.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$30M	+7%	225k	131.37	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$30M	-4%	1.1M	26.16	View chart
Us Bancorp Del Com New (USB)	0.0	$29M	+3%	657k	44.70	View chart
Goldman Sachs (GS)	0.0	$29M	+7%	70k	417.69	View chart
ConocoPhillips (COP)	0.0	$29M	+7%	228k	127.28	View chart
EOG Resources (EOG)	0.0	$29M		226k	127.84	View chart
Danaher Corporation (DHR)	0.0	$29M	+13%	116k	249.72	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$28M		421k	67.39	View chart
Stryker Corporation (SYK)	0.0	$28M	+2%	79k	357.87	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$28M	-5%	277k	100.54	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$28M	-23%	280k	99.44	View chart
salesforce Call Option (CRM)	0.0	$28M	-8%	249k	111.32	View chart
Amphenol Corp Cl A (APH)	0.0	$27M	+2%	236k	115.35	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$27M	+6%	247k	108.66	View chart
Palo Alto Networks (PANW)	0.0	$27M	+75%	94k	284.13	View chart
At&t (T)	0.0	$26M	+7%	1.5M	17.60	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$26M	+16%	654k	39.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$26M	-7%	99k	260.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$26M		707k	36.54	View chart
Ford Motor Company (F)	0.0	$26M	+3%	1.9M	13.28	View chart
Carrier Global Corporation (CARR)	0.0	$25M		435k	58.13	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$25M	-2%	413k	60.38	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$25M	-4%	340k	73.15	View chart
Duke Energy Corp Com New (DUK)	0.0	$25M	+4%	254k	96.71	View chart
Snowflake Cl A (SNOW)	0.0	$24M		151k	161.60	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$24M	+6%	577k	42.14	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$24M	-21%	260k	92.42	View chart
Zscaler Incorporated (ZS)	0.0	$24M	+17%	124k	192.63	View chart
American Electric Power Company (AEP)	0.0	$24M	+2%	276k	86.10	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$24M		277k	85.74	View chart
Southern Company (SO)	0.0	$24M	+6%	329k	71.74	View chart
Citigroup Com New (C)	0.0	$23M	+9%	369k	63.24	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$23M	-8%	446k	52.16	View chart
Digital Realty Trust (DLR)	0.0	$23M	+2%	161k	144.04	View chart
Illinois Tool Works (ITW)	0.0	$23M	+3%	86k	268.33	View chart
O'reilly Automotive (ORLY)	0.0	$23M		20k	1128.88	View chart
Intuitive Surgical Com New (ISRG)	0.0	$23M	+6%	57k	399.09	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$23M	+14%	24k	970.47	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$23M		206k	110.21	View chart
Enbridge (ENB)	0.0	$23M	+3%	621k	36.18	View chart
Fiserv (FI)	0.0	$22M	+4%	139k	159.82	View chart
Airbnb Com Cl A (ABNB)	0.0	$22M	-25%	134k	164.96	View chart
Linde SHS (LIN)	0.0	$22M	+17%	48k	464.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$22M		118k	186.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$22M	-3%	730k	30.22	View chart
Reliance Steel & Aluminum (RS)	0.0	$22M		66k	334.20	View chart
Altria (MO)	0.0	$22M	+10%	503k	43.62	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$22M	+18%	517k	42.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$22M	-3%	92k	235.79	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$21M	+15%	931k	22.99	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$21M		370k	57.70	View chart
Enterprise Products Partners (EPD)	0.0	$21M	+4%	725k	29.18	View chart
Norfolk Southern (NSC)	0.0	$21M	+9%	83k	254.87	View chart

Past Filings by Creative Planning

SEC 13F filings are viewable for Creative Planning going back to 2011

Creative Planning 2024 Q1 filed May 13, 2024
Creative Planning 2023 Q4 filed Feb. 14, 2024
Creative Planning 2023 Q3 filed Nov. 16, 2023
Creative Planning 2023 Q2 filed July 21, 2023
Creative Planning 2023 Q1 filed May 15, 2023
Creative Planning 2022 Q4 filed Feb. 10, 2023
Creative Planning 2022 Q3 filed Nov. 3, 2022
Creative Planning 2022 Q2 filed Aug. 15, 2022
Creative Planning 2022 Q1 filed May 16, 2022
Creative Planning 2021 Q4 filed Feb. 11, 2022
Creative Planning 2021 Q3 filed Nov. 10, 2021
Creative Planning 2021 Q2 filed Aug. 4, 2021
Creative Planning 2021 Q1 filed April 30, 2021
Creative Planning 2020 Q4 filed Jan. 29, 2021
Creative Planning 2020 Q3 filed Nov. 5, 2020
Creative Planning 2020 Q2 filed July 23, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z