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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 35.45% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: BND (+$544M), VEA (+$282M), SPMD (+$189M), IVV (+$149M), NVDA (+$102M), SPSB (+$93M), MUB (+$79M), XLRE (+$78M), SPLG (+$62M), VGIT (+$50M).
Started 306 new stock positions in BSCT, AMBC, TCMD, FOUR, HLX, BINC, INFL, HYLN, KYTX, LAZ.
Reduced shares in these 10 stocks: DGS (-$181M), VNQ (-$121M), VTI (-$67M), SCHH (-$36M), AGG (-$33M), VWO (-$33M), VTEB (-$33M), VV (-$31M), SCHE (-$27M), VO (-$25M).
Sold out of its positions in AMN, ABEO, FAX, AMTX, ASLE, ALGS, ATRI, MYI, BTT, BLNK.
Creative Planning was a net buyer of stock by $1.5B.
Creative Planning has $99B in assets under management (AUM), dropping by 5.31%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 3184 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Creative Planning has 3184 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Planning Sept. 30, 2024 positions
Download the Creative Planning September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.5	$12B		21M	576.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.8	$7.7B	+3%	145M	52.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.0	$6.9B	+8%	92M	75.11	View chart
Ishares Core Msci Emkt (IEMG)	4.1	$4.0B		70M	57.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	4.1	$4.0B	+4%	73M	54.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.4	$3.4B		13M	263.29	View chart
Apple (AAPL)	2.3	$2.2B	+2%	9.6M	233.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$2.2B		8.2M	263.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$2.0B		24M	83.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$2.0B	+3%	30M	67.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$1.9B	-3%	6.8M	283.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$1.9B		28M	67.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$1.7B		3.0M	573.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$1.6B	-7%	16M	97.42	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.4B	+6%	13M	108.63	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.3	$1.3B	+6%	29M	44.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$1.3B	-2%	13M	101.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$1.3B	-2%	25M	51.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.2B		2.7M	460.26	View chart
Ishares Tr Core Msci Intl (IDEV)	1.3	$1.2B		18M	70.83	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.1	$1.1B	+8%	37M	30.28	View chart
Microsoft Corporation (MSFT)	1.1	$1.1B		2.6M	430.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$958M	-3%	20M	47.85	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$949M	-2%	23M	41.28	View chart
NVIDIA Corporation (NVDA)	0.9	$923M	+12%	7.6M	121.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$866M		21M	41.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$817M	-2%	9.8M	83.09	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$787M		14M	55.63	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$727M		11M	64.86	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.7	$703M	-20%	13M	53.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$698M	+7%	12M	60.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$662M		1.3M	527.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$619M	-4%	21M	29.18	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.6	$596M	-5%	26M	23.17	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$594M	+6%	6.2M	95.95	View chart
Amazon (AMZN)	0.6	$578M	+4%	3.1M	186.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$473M		3.7M	128.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$448M	+6%	6.3M	70.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$446M		1.9M	237.21	View chart
Meta Platforms Cl A (META)	0.4	$410M	+2%	717k	572.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$327M	-2%	4.8M	67.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$323M	+5%	1.9M	165.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$312M		5.0M	62.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$288M		590k	488.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$270M		2.1M	125.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$264M		2.5M	106.19	View chart
Procter & Gamble Company (PG)	0.2	$241M	+3%	1.4M	173.20	View chart
JPMorgan Chase & Co. (JPM)	0.2	$240M	+3%	1.1M	210.86	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$234M	-3%	6.9M	33.71	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$228M		3.7M	62.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$228M	-2%	5.5M	41.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$222M	-3%	2.8M	78.05	View chart
Exxon Mobil Corporation (XOM)	0.2	$211M		1.8M	117.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$210M	-6%	1.8M	119.61	View chart
Home Depot (HD)	0.2	$208M	+6%	513k	405.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$207M		658k	314.39	View chart
Eli Lilly & Co. (LLY)	0.2	$203M		229k	885.94	View chart
Costco Wholesale Corporation (COST)	0.2	$199M	+5%	224k	886.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$188M		947k	198.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$171M		2.0M	83.63	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$166M	-9%	2.7M	62.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$166M	-3%	1.4M	116.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$164M		437k	375.38	View chart
Johnson & Johnson (JNJ)	0.2	$160M	+4%	988k	162.06	View chart
Visa Com Cl A (V)	0.2	$156M	+2%	567k	274.95	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$147M	-2%	2.7M	53.97	View chart
Wal-Mart Stores (WMT)	0.1	$145M	+4%	1.8M	80.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$141M	-4%	248k	569.66	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$141M		3.1M	45.51	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$136M		3.6M	38.08	View chart
Coca-Cola Company (KO)	0.1	$133M	+3%	1.9M	71.86	View chart
Oracle Corporation (ORCL)	0.1	$132M	+4%	775k	170.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$126M	-3%	1.3M	95.15	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$125M	+4%	1.2M	101.65	View chart
UnitedHealth (UNH)	0.1	$124M	+3%	212k	584.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$124M	-2%	561k	220.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$120M		2.3M	51.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$113M		1.3M	84.53	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$111M		1.4M	78.56	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$110M		2.3M	47.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$108M		620k	174.57	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$107M		1.2M	91.81	View chart
Bank of America Corporation (BAC)	0.1	$106M		2.7M	39.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$104M		271k	383.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$102M	+5%	206k	493.82	View chart
McDonald's Corporation (MCD)	0.1	$100M		329k	304.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$100M		525k	189.80	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$97M	-3%	2.2M	44.01	View chart
Merck & Co (MRK)	0.1	$96M	-2%	843k	113.56	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$95M		2.0M	47.98	View chart
Abbott Laboratories (ABT)	0.1	$92M	+4%	809k	114.01	View chart
Pepsi (PEP)	0.1	$90M		527k	170.05	View chart
Caterpillar (CAT)	0.1	$89M		228k	391.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$88M		485k	181.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$88M	+5%	248k	353.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$86M	+8%	496k	173.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$86M	+31%	165k	517.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$81M	-3%	1.3M	64.60	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$81M	+2%	2.3M	34.29	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$81M	-2%	1.6M	51.13	View chart
Chevron Corporation (CVX)	0.1	$80M	-4%	546k	147.27	View chart
Netflix (NFLX)	0.1	$78M	+10%	111k	709.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$77M		1.2M	63.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$76M	+2%	1.2M	61.51	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$73M		125k	586.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$72M		1.0M	71.10	View chart
Advanced Micro Devices (AMD)	0.1	$72M	+18%	437k	164.08	View chart
Nextera Energy (NEE)	0.1	$70M	+2%	831k	84.53	View chart
Qualcomm (QCOM)	0.1	$69M		404k	170.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$67M		53M	1.25	View chart
International Business Machines (IBM)	0.1	$67M	+5%	301k	221.07	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$65M		455k	142.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$65M		1.8M	36.41	View chart
salesforce (CRM)	0.1	$64M	+8%	234k	273.71	View chart
Union Pacific Corporation (UNP)	0.1	$64M	+2%	258k	246.48	View chart
Amgen (AMGN)	0.1	$64M	+7%	198k	322.21	View chart
Walt Disney Company (DIS)	0.1	$63M		656k	96.19	View chart
Thermo Fisher Scientific (TMO)	0.1	$63M	+3%	101k	618.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$62M	+3%	106k	584.51	View chart
Cisco Systems (CSCO)	0.1	$62M		1.2M	53.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$61M		365k	167.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$61M	-3%	1.0M	59.03	View chart
Lowe's Companies (LOW)	0.1	$60M	+8%	223k	270.85	View chart
Eaton Corp SHS (ETN)	0.1	$60M	+2%	181k	331.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$59M		491k	121.16	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$58M	+2%	1.4M	41.82	View chart
Bentley Sys Com Cl B (BSY)	0.1	$56M		1.1M	50.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$55M	-6%	814k	67.06	View chart
Wells Fargo & Company (WFC)	0.1	$53M		941k	56.49	View chart
Pfizer (PFE)	0.1	$53M	+17%	1.8M	28.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$53M		1.4M	38.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$52M	+2%	411k	125.96	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$52M		1.5M	34.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$51M		581k	88.14	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$51M		180k	284.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$50M	+2%	251k	200.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$50M	+19%	634k	79.42	View chart
Servicenow (NOW)	0.1	$50M	+8%	56k	894.39	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$50M		1.7M	29.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$50M		439k	112.98	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$50M	+2%	675k	73.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$49M	+9%	173k	280.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$49M	+3%	506k	95.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$48M	-2%	461k	104.18	View chart
Honeywell International (HON)	0.0	$48M	+6%	231k	206.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$46M	-3%	1.7M	27.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$46M		143k	321.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$46M		685k	66.52	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$45M		201k	225.77	View chart
Applied Materials (AMAT)	0.0	$45M	+7%	224k	202.05	View chart
Dover Corporation (DOV)	0.0	$45M		234k	191.74	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$45M		979k	45.70	View chart
Philip Morris International (PM)	0.0	$44M	+5%	366k	121.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$44M	-7%	717k	61.11	View chart
American Express Company (AXP)	0.0	$44M	+4%	161k	271.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$44M		555k	78.69	View chart
Texas Instruments Incorporated (TXN)	0.0	$44M	+7%	211k	206.57	View chart
Nike CL B (NKE)	0.0	$44M	-9%	493k	88.40	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$43M		514k	84.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$43M		362k	117.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$42M	-2%	650k	64.74	View chart
Arista Networks (ANET)	0.0	$42M	+13%	109k	383.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$42M		172k	243.06	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.0	$42M		3.1M	13.37	View chart
Starbucks Corporation (SBUX)	0.0	$41M	-4%	418k	97.48	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$40M	-4%	578k	69.96	View chart
Comcast Corp Cl A (CMCSA)	0.0	$40M	+2%	960k	41.77	View chart
Novartis Sponsored Adr (NVS)	0.0	$40M	+4%	345k	115.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$40M		797k	49.70	View chart
Boeing Company (BA)	0.0	$39M	-16%	259k	152.03	View chart
Verizon Communications (VZ)	0.0	$39M	+2%	862k	44.91	View chart
Lam Research Corporation (LRCX)	0.0	$39M	+2%	47k	816.08	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$38M	-7%	442k	86.82	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$38M		283k	135.08	View chart
Goldman Sachs (GS)	0.0	$38M	+3%	77k	495.20	View chart
Chubb (CB)	0.0	$38M	-6%	132k	288.39	View chart
TJX Companies (TJX)	0.0	$38M	+5%	324k	117.54	View chart
Carrier Global Corporation (CARR)	0.0	$37M	+2%	465k	80.49	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$37M		81k	465.08	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$37M		88k	423.12	View chart
Ge Aerospace Com New (GE)	0.0	$37M	+9%	197k	188.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$37M	-5%	365k	100.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$36M	+4%	238k	153.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$36M	-2%	782k	45.86	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$36M	-13%	704k	50.60	View chart
Automatic Data Processing (ADP)	0.0	$35M	+2%	128k	276.73	View chart
Danaher Corporation (DHR)	0.0	$35M	+3%	126k	278.02	View chart
Duke Energy Corp Com New (DUK)	0.0	$35M	+9%	304k	115.31	View chart
Novo-nordisk A S Adr (NVO)	0.0	$35M	+4%	295k	119.07	View chart
At&t (T)	0.0	$34M	+2%	1.6M	22.00	View chart
Target Corporation (TGT)	0.0	$34M	+10%	219k	155.86	View chart
Palo Alto Networks (PANW)	0.0	$34M		99k	341.80	View chart
Intuitive Surgical Com New (ISRG)	0.0	$34M	+9%	69k	491.27	View chart
United Parcel Service CL B (UPS)	0.0	$34M	+3%	246k	136.34	View chart
Intuit (INTU)	0.0	$33M	+5%	54k	621.00	View chart
Southern Company (SO)	0.0	$33M	+3%	369k	90.18	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$33M		263k	126.18	View chart
Charles Schwab Corporation (SCHW)	0.0	$33M	+18%	511k	64.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$33M		183k	179.16	View chart
Amphenol Corp Cl A (APH)	0.0	$32M		491k	65.16	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$32M		440k	71.76	View chart
Deere & Company (DE)	0.0	$32M	+2%	76k	417.33	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$32M	+2%	753k	41.82	View chart
Shopify Cl A (SHOP)	0.0	$31M	+4%	392k	80.14	View chart
McKesson Corporation (MCK)	0.0	$31M		63k	494.42	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$31M	-2%	1.1M	28.70	View chart
Kla Corp Com New (KLAC)	0.0	$31M	+7%	40k	774.41	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$29M	+6%	303k	96.57	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$29M	-4%	234k	123.62	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$29M	+3%	257k	112.16	View chart
Phillips 66 (PSX)	0.0	$29M		219k	131.45	View chart
Linde SHS (LIN)	0.0	$29M	+16%	60k	476.86	View chart
Us Bancorp Del Com New (USB)	0.0	$29M	-4%	627k	45.73	View chart
American Electric Power Company (AEP)	0.0	$29M		278k	102.60	View chart
Waste Management (WM)	0.0	$28M		133k	207.60	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$28M		332k	82.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$28M	-3%	692k	39.69	View chart
Intel Corporation (INTC)	0.0	$27M	-7%	1.2M	23.46	View chart
Altria (MO)	0.0	$27M	+4%	532k	51.04	View chart
Stryker Corporation (SYK)	0.0	$27M	-6%	75k	361.26	View chart
Analog Devices (ADI)	0.0	$27M	+4%	117k	230.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$27M		267k	100.69	View chart
Digital Realty Trust (DLR)	0.0	$27M		166k	161.83	View chart
Fiserv (FI)	0.0	$27M	+4%	148k	179.65	View chart
S&p Global (SPGI)	0.0	$27M	+12%	52k	516.62	View chart
Rbc Cad (RY)	0.0	$26M	+6%	211k	124.73	View chart
ConocoPhillips (COP)	0.0	$26M		248k	105.28	View chart
EOG Resources (EOG)	0.0	$26M		210k	122.93	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$26M	-6%	548k	46.91	View chart
Chipotle Mexican Grill (CMG)	0.0	$26M	+82%	444k	57.61	View chart
Marathon Petroleum Corp (MPC)	0.0	$26M		157k	162.91	View chart
Bristol Myers Squibb (BMY)	0.0	$25M	-7%	491k	51.74	View chart
Zscaler Incorporated (ZS)	0.0	$25M	+7%	149k	170.94	View chart
Edwards Lifesciences (EW)	0.0	$25M		385k	65.99	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$25M	+4%	343k	73.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$25M		210k	117.62	View chart
AFLAC Incorporated (AFL)	0.0	$25M		221k	111.80	View chart
O'reilly Automotive (ORLY)	0.0	$25M	+4%	21k	1151.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$25M	-4%	92k	267.37	View chart
Trane Technologies SHS (TT)	0.0	$24M	+5%	63k	388.73	View chart
Marriott Intl Cl A (MAR)	0.0	$24M	+4%	97k	248.60	View chart
Constellation Energy (CEG)	0.0	$24M	+38%	93k	260.02	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$24M	+2%	1.0M	23.79	View chart
Citigroup Com New (C)	0.0	$24M		381k	62.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$24M	+7%	546k	43.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$23M		736k	31.78	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$23M	-3%	353k	65.91	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$23M	+2%	553k	41.76	View chart
Morgan Stanley Com New (MS)	0.0	$23M	+4%	220k	104.24	View chart
Enterprise Products Partners (EPD)	0.0	$23M	-5%	780k	29.11	View chart

Past Filings by Creative Planning

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

Creative Planning 2024 Q3 filed Oct. 11, 2024
Creative Planning 2024 Q2 filed Aug. 15, 2024
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

View all past filings

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