Creative Planning

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

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

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Portfolio Holdings for Creative Planning

Creative Planning holds 2808 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Creative Planning has 2808 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.5 $8.6B 20M 429.43
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $5.4B 124M 43.72
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.2 $3.9B +11% 56M 69.78
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Ishares Core Msci Emkt (IEMG) 4.5 $3.3B +3% 70M 47.59
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Spdr Ser Tr Portfolio S&p400 (SPMD) 3.5 $2.6B +2% 60M 43.79
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Vanguard Index Fds Large Cap Etf (VV) 3.4 $2.5B +2% 13M 195.69
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Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $1.8B -4% 8.3M 212.41
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $1.8B 23M 75.98
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Vanguard Index Fds Mid Cap Etf (VO) 2.3 $1.7B 8.3M 208.24
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.2 $1.7B +2% 54M 31.01
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Apple (AAPL) 2.1 $1.6B 9.1M 171.21
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Wisdomtree Tr Emg Mkts Smcap (DGS) 2.0 $1.5B +2% 32M 46.26
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $1.5B 29M 50.60
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Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $1.5B -2% 19M 75.66
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $1.3B +2% 26M 50.26
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $1.3B -4% 3.0M 427.47
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Ishares Tr National Mun Etf (MUB) 1.6 $1.2B +5% 12M 102.54
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Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.1B +4% 12M 94.04
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Ishares Tr Core Msci Intl (IDEV) 1.4 $1.0B 18M 58.28
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $1.0B +8% 22M 48.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $928M 2.6M 350.30
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $898M 23M 39.21
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $838M +4% 25M 33.57
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Microsoft Corporation (MSFT) 1.0 $718M +8% 2.3M 315.75
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $711M +3% 21M 33.96
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $693M 10M 67.68
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Spdr Ser Tr Portfolio Short (SPSB) 0.8 $619M +23% 21M 29.32
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $603M 25M 23.94
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $599M 13M 45.69
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $531M -3% 30M 17.75
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $515M +34% 15M 34.07
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $514M 9.8M 52.49
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $433M +9% 7.6M 57.15
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $408M 3.9M 103.32
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Amazon (AMZN) 0.5 $377M +7% 3.0M 127.12
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $357M +14% 908k 392.79
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $356M +5% 4.6M 77.95
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $355M 1.9M 189.07
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $295M -2% 5.2M 56.47
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $249M +4% 4.3M 57.85
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NVIDIA Corporation (NVDA) 0.3 $248M +3% 570k 434.99
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $244M +2% 980k 249.35
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $229M -2% 2.0M 113.16
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Alphabet Cap Stk Cl C (GOOG) 0.3 $229M +15% 1.7M 131.85
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $223M +4% 7.1M 31.45
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $220M -3% 2.3M 94.19
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $210M 3.9M 53.48
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Tesla Motors (TSLA) 0.3 $210M -7% 839k 250.22
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $208M +5% 1.6M 130.86
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Exxon Mobil Corporation (XOM) 0.3 $202M +11% 1.7M 117.58
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $198M +17% 1.9M 102.86
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $193M -4% 538k 358.27
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Procter & Gamble Company (PG) 0.3 $188M +5% 1.3M 145.86
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $184M +11% 2.9M 64.35
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Meta Platforms Cl A (META) 0.2 $182M +6% 605k 300.21
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JPMorgan Chase & Co. (JPM) 0.2 $166M +14% 1.1M 145.02
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Johnson & Johnson (JNJ) 0.2 $162M +11% 1.0M 155.75
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $156M 2.3M 68.92
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $152M 646k 234.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $151M +24% 971k 155.38
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $147M 4.3M 34.02
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $142M +7% 1.5M 94.33
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Home Depot (HD) 0.2 $137M +2% 454k 302.16
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $134M -4% 2.9M 45.62
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $130M -13% 1.8M 73.26
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Pepsi (PEP) 0.2 $129M +16% 762k 169.44
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $124M 3.4M 36.90
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $124M -12% 272k 456.64
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Visa Com Cl A (V) 0.2 $120M +7% 520k 230.01
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Costco Wholesale Corporation (COST) 0.1 $111M +7% 197k 564.96
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $111M -21% 2.6M 42.20
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $108M 405k 265.99
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $104M +8% 591k 176.74
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $101M +31% 2.4M 41.42
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Abbvie (ABBV) 0.1 $100M +10% 673k 149.06
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UnitedHealth (UNH) 0.1 $99M +11% 196k 504.19
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Coca-Cola Company (KO) 0.1 $98M +12% 1.8M 55.98
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $96M 1.6M 61.49
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $96M +7% 1.4M 70.76
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Mastercard Incorporated Cl A (MA) 0.1 $96M +29% 241k 395.92
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $95M -15% 2.1M 44.59
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Merck & Co (MRK) 0.1 $92M +27% 893k 102.95
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $91M -12% 1.7M 52.79
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Chevron Corporation (CVX) 0.1 $90M +6% 535k 168.62
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $88M 2.7M 32.62
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Eli Lilly & Co. (LLY) 0.1 $87M +8% 162k 537.13
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $85M -2% 2.3M 37.48
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McDonald's Corporation (MCD) 0.1 $85M 322k 263.44
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $84M 1.1M 75.22
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $81M 1.7M 46.55
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $80M +21% 260k 307.11
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Abbott Laboratories (ABT) 0.1 $80M +23% 820k 96.85
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Wal-Mart Stores (WMT) 0.1 $79M +5% 495k 159.93
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Vanguard Index Fds Value Etf (VTV) 0.1 $78M +11% 566k 137.93
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Bank of America Corporation (BAC) 0.1 $78M -9% 2.8M 27.38
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $77M +348% 1.6M 47.94
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Adobe Systems Incorporated (ADBE) 0.1 $75M +84% 147k 509.90
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $74M +97% 722k 102.02
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $74M -2% 485k 151.82
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $72M -12% 1.3M 55.65
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $71M +3% 772k 91.82
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $71M +5% 492k 143.33
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $68M 1.7M 40.96
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Oracle Corporation (ORCL) 0.1 $65M +9% 615k 105.92
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Cisco Systems (CSCO) 0.1 $61M +9% 1.1M 53.76
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $61M -6% 2.2M 27.36
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $61M +14% 526k 115.01
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Vanguard Index Fds Growth Etf (VUG) 0.1 $60M +4% 220k 272.31
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Broadcom (AVGO) 0.1 $60M +27% 72k 830.58
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $59M +4% 1.2M 50.44
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Thermo Fisher Scientific (TMO) 0.1 $59M +45% 117k 506.17
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Nike CL B (NKE) 0.1 $59M +40% 612k 95.62
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $55M +4% 1.1M 51.87
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $54M +30% 242k 224.15
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $53M +17% 128k 414.86
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $52M -5% 910k 57.61
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Nextera Energy (NEE) 0.1 $52M +26% 915k 57.29
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Comcast Corp Cl A (CMCSA) 0.1 $52M +34% 1.2M 44.34
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Boeing Company (BA) 0.1 $51M +3% 268k 191.68
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Eaton Corp SHS (ETN) 0.1 $51M +40% 240k 213.28
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Ishares Esg Awr Msci Em (ESGE) 0.1 $51M +3% 1.7M 30.28
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $50M +8% 864k 57.93
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Pfizer (PFE) 0.1 $49M +4% 1.5M 33.17
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Lockheed Martin Corporation (LMT) 0.1 $49M +49% 119k 408.96
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $48M +49% 478k 100.14
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $48M +104% 635k 75.15
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Union Pacific Corporation (UNP) 0.1 $47M 231k 203.63
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Lam Research Corporation (LRCX) 0.1 $46M +52% 73k 626.77
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $46M -4% 1.4M 32.25
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Caterpillar (CAT) 0.1 $46M +3% 167k 273.00
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Novartis Sponsored Adr (NVS) 0.1 $46M +48% 448k 101.86
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $45M -8% 1.6M 28.20
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Mondelez Intl Cl A (MDLZ) 0.1 $44M +34% 637k 69.40
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Intel Corporation (INTC) 0.1 $44M +2% 1.2M 35.55
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Ishares Tr Short Treas Bd (SHV) 0.1 $43M -5% 388k 110.47
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Qualcomm (QCOM) 0.1 $43M +6% 385k 111.06
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Amgen (AMGN) 0.1 $43M +10% 159k 268.76
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $42M +75% 122k 347.74
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Netflix (NFLX) 0.1 $42M 111k 377.59
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $41M 313k 130.96
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Toronto Dominion Bk Ont Com New (TD) 0.1 $41M +70% 681k 60.26
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $41M -2% 1.8M 22.57
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $41M +5% 655k 61.89
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Ishares Tr Esg Aware Msci (ESML) 0.1 $41M +2% 1.2M 33.65
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $40M +18% 555k 72.72
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $40M 533k 75.17
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Starbucks Corporation (SBUX) 0.1 $39M +18% 432k 91.26
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Honeywell International (HON) 0.1 $39M +22% 213k 184.74
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $39M 541k 72.37
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $39M 241k 159.52
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Chubb (CB) 0.1 $39M +86% 185k 208.18
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Phillips 66 (PSX) 0.1 $38M +38% 320k 120.15
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Lowe's Companies (LOW) 0.1 $38M +8% 184k 207.84
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $38M +6% 391k 96.92
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Wells Fargo & Company (WFC) 0.1 $38M +33% 925k 40.86
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United Parcel Service CL B (UPS) 0.0 $37M +6% 239k 155.87
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McKesson Corporation (MCK) 0.0 $37M +38% 85k 434.85
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Ford Motor Company (F) 0.0 $36M +45% 2.9M 12.42
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American Centy Etf Tr Focused Lrg Cap (FLV) 0.0 $36M 628k 56.95
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $36M +3% 942k 37.95
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $36M +8% 334k 106.20
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $35M 708k 49.85
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $35M -5% 383k 91.35
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $34M +5% 497k 69.25
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International Business Machines (IBM) 0.0 $34M +7% 243k 140.30
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Amphenol Corp Cl A (APH) 0.0 $34M +69% 401k 83.99
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $33M +5% 489k 68.42
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Verizon Communications (VZ) 0.0 $33M +27% 1.0M 32.41
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $33M 480k 69.13
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Vanguard World Mega Grwth Ind (MGK) 0.0 $33M +6% 145k 226.90
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Bentley Sys Com Cl B (BSY) 0.0 $33M 653k 50.16
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Dover Corporation (DOV) 0.0 $33M +12% 233k 139.51
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Ishares Em Mkts Div Etf (DVYE) 0.0 $32M +2% 1.3M 23.82
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Digital Realty Trust (DLR) 0.0 $31M +955% 257k 121.02
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $31M +8% 796k 38.74
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Spdr Gold Tr Gold Shs (GLD) 0.0 $31M +6% 179k 171.45
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Enbridge (ENB) 0.0 $30M +83% 908k 33.27
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Advanced Micro Devices (AMD) 0.0 $30M +8% 291k 102.82
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Ishares Tr Select Divid Etf (DVY) 0.0 $30M -9% 278k 107.64
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Select Sector Spdr Tr Technology (XLK) 0.0 $30M +8% 181k 163.93
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EOG Resources (EOG) 0.0 $30M -3% 233k 126.76
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $29M 1.1M 26.20
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $29M +11% 202k 141.69
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Air Products & Chemicals (APD) 0.0 $29M +51% 101k 283.40
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Raytheon Technologies Corp (RTX) 0.0 $29M +5% 396k 71.97
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Ishares Gold Tr Ishares New (IAU) 0.0 $28M -8% 813k 34.99
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $28M -6% 527k 53.52
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Pioneer Natural Resources (PXD) 0.0 $28M -4% 122k 229.55
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Ishares Tr Mbs Etf (MBB) 0.0 $28M +1261% 316k 88.80
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Automatic Data Processing (ADP) 0.0 $28M +20% 116k 240.58
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $28M -2% 276k 100.93
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Us Bancorp Del Com New (USB) 0.0 $28M +22% 837k 33.06
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $28M -2% 546k 50.49
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Ishares Msci Emrg Chn (EMXC) 0.0 $28M +16% 553k 49.83
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Deere & Company (DE) 0.0 $28M +12% 73k 377.38
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Icon SHS (ICLR) 0.0 $27M +71% 110k 246.25
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Wright Express (WEX) 0.0 $27M +110% 144k 188.09
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Nucor Corporation (NUE) 0.0 $27M +60% 172k 156.35
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Philip Morris International (PM) 0.0 $27M +7% 290k 92.58
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Danaher Corporation (DHR) 0.0 $27M +14% 108k 248.10
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Akamai Technologies (AKAM) 0.0 $26M +47% 247k 106.53
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Skyworks Solutions (SWKS) 0.0 $26M +78% 263k 98.59
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Airbnb Com Cl A (ABNB) 0.0 $26M -6% 188k 137.21
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American Electric Power Company (AEP) 0.0 $26M +75% 342k 75.22
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Texas Instruments Incorporated (TXN) 0.0 $26M +11% 162k 159.02
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $26M 119k 214.18
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $24M -6% 145k 167.38
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Teledyne Technologies Incorporated (TDY) 0.0 $24M +98% 58k 408.60
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ConocoPhillips (COP) 0.0 $24M +6% 198k 119.80
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Carrier Global Corporation (CARR) 0.0 $24M -8% 426k 55.20
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $24M +6% 420k 55.97
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Intuit (INTU) 0.0 $23M +4% 46k 510.94
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $23M +5% 393k 59.28
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Applied Materials (AMAT) 0.0 $23M +6% 168k 138.45
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Charles Schwab Corporation (SCHW) 0.0 $23M 421k 54.90
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Duke Energy Corp Com New (DUK) 0.0 $23M +13% 259k 88.26
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Waste Management (WM) 0.0 $23M +17% 149k 152.44
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TJX Companies (TJX) 0.0 $22M +12% 253k 88.88
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $22M -3% 237k 93.91
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Hasbro (HAS) 0.0 $22M +146% 337k 66.14
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Blackstone Group Inc Com Cl A (BX) 0.0 $22M 207k 107.14
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Marathon Petroleum Corp (MPC) 0.0 $22M +2% 144k 151.34
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Goldman Sachs (GS) 0.0 $22M +3% 67k 323.57
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Crown Castle Intl (CCI) 0.0 $22M +73% 234k 92.03
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Sony Group Corp Sponsored Adr (SONY) 0.0 $21M -6% 260k 82.41
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $21M +469% 709k 30.15
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Ishares Tr Core High Dv Etf (HDV) 0.0 $21M +6% 213k 98.89
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Bristol Myers Squibb (BMY) 0.0 $21M +5% 363k 58.04
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At&t (T) 0.0 $21M +10% 1.4M 15.02
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $21M +14% 106k 194.77
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Snowflake Cl A (SNOW) 0.0 $20M +134% 134k 152.77
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Spdr Ser Tr Russell Yield (ONEY) 0.0 $20M +6% 223k 91.42
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Constellation Brands Cl A (STZ) 0.0 $20M +60% 80k 251.33
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Stryker Corporation (SYK) 0.0 $20M +5% 73k 273.27
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $20M -18% 419k 47.28
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $20M +8% 507k 38.93
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FedEx Corporation (FDX) 0.0 $20M +11% 74k 264.90
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $19M +18% 520k 37.17
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $19M 58k 334.95
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American Express Company (AXP) 0.0 $19M +4% 129k 149.19
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $19M -4% 383k 50.16
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Altria (MO) 0.0 $19M 456k 42.05
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Southern Company (SO) 0.0 $19M +4% 296k 64.72
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Ishares Tr Tips Bd Etf (TIP) 0.0 $19M -6% 183k 103.72
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Illinois Tool Works (ITW) 0.0 $19M -8% 82k 230.31
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $19M 771k 24.34
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Enterprise Products Partners (EPD) 0.0 $19M -2% 681k 27.37
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $19M 288k 64.47
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General Electric Com New (GE) 0.0 $18M +8% 166k 110.55
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Zscaler Incorporated (ZS) 0.0 $18M 118k 155.59
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Past Filings by Creative Planning

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

View all past filings