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 2717 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Creative Planning has 2717 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) 11.8 $9.6B 20M 477.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $6.1B 126M 47.90
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.5 $4.5B +10% 61M 73.55
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Ishares Core Msci Emkt (IEMG) 4.5 $3.7B +4% 73M 50.58
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Spdr Ser Tr Portfolio S&p400 (SPMD) 3.7 $3.0B +3% 62M 48.72
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Vanguard Index Fds Large Cap Etf (VV) 3.5 $2.8B 13M 218.15
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Vanguard Index Fds Mid Cap Etf (VO) 2.4 $1.9B 8.3M 232.64
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Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $1.9B -4% 8.0M 237.22
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $1.8B 23M 81.28
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.2 $1.8B 54M 34.01
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Apple (AAPL) 2.1 $1.7B 9.1M 192.53
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Wisdomtree Tr Emg Mkts Smcap (DGS) 2.0 $1.6B +3% 33M 49.92
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $1.6B 29M 56.40
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Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $1.6B -4% 18M 88.36
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.8 $1.5B 27M 55.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $1.5B +2% 3.1M 475.31
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $1.3B +15% 25M 51.05
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Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.2B +6% 13M 99.25
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Ishares Tr Core Msci Intl (IDEV) 1.4 $1.2B 18M 63.66
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Ishares Tr National Mun Etf (MUB) 1.4 $1.2B -8% 11M 108.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $956M 2.7M 356.66
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $951M 23M 41.10
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $901M +2% 26M 35.41
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $815M +5% 22M 36.96
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.0 $797M +31% 20M 40.06
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $773M 10M 75.32
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Spdr Ser Tr Portfolio Short (SPSB) 0.9 $723M +15% 24M 29.78
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $714M +4% 14M 52.33
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $638M +9% 11M 59.62
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $615M 25M 24.79
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $608M 29M 20.71
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $489M +8% 8.2M 59.32
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $475M +19% 1.1M 436.86
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $435M +6% 4.8M 89.80
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $429M -2% 3.8M 111.63
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Amazon (AMZN) 0.5 $408M -9% 2.7M 151.94
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $396M 1.9M 213.33
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $321M +19% 5.1M 62.49
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $320M 5.2M 61.90
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Microsoft Corporation Call Option (MSFT) 0.4 $292M +4% 2.4M 123.25
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $292M +7% 1.1M 277.15
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $239M +2% 7.3M 32.83
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $237M -3% 2.2M 105.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $236M +6% 576k 409.52
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $230M -3% 2.0M 117.13
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Meta Platforms Cl A (META) 0.3 $229M +7% 648k 353.96
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $229M +12% 2.2M 105.43
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $225M +12% 3.2M 70.35
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $224M 4.0M 56.46
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Alphabet Cap Stk Cl C (GOOG) 0.3 $208M -15% 1.5M 140.93
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Procter & Gamble Company (PG) 0.2 $195M +3% 1.3M 146.54
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $179M +7% 1.0M 170.38
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $178M +5% 680k 262.26
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $177M +8% 1.6M 108.25
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JPMorgan Chase & Co. (JPM) 0.2 $175M -10% 1.0M 170.10
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Exxon Mobil Corporation (XOM) 0.2 $163M -5% 1.6M 99.98
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $161M -6% 2.1M 75.35
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $158M 4.3M 37.22
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Johnson & Johnson (JNJ) 0.2 $150M -8% 954k 156.74
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $142M 2.9M 49.26
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $141M 3.3M 42.18
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Visa Com Cl A (V) 0.2 $136M 523k 260.35
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $132M -3% 261k 507.38
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $130M +6% 429k 303.17
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Costco Wholesale Corporation (COST) 0.2 $128M 194k 660.08
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $119M -17% 1.5M 81.55
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $119M +2% 2.5M 47.24
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Abbvie (ABBV) 0.1 $106M 683k 154.97
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $105M -5% 2.5M 42.52
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UnitedHealth (UNH) 0.1 $104M 198k 526.47
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McDonald's Corporation (MCD) 0.1 $101M +5% 339k 296.51
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $99M +4% 1.2M 85.06
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Eli Lilly & Co. (LLY) 0.1 $99M +4% 170k 582.92
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Vanguard Index Fds Value Etf (VTV) 0.1 $99M +16% 660k 149.50
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Coca-Cola Company (KO) 0.1 $99M -4% 1.7M 58.93
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $98M -5% 1.5M 66.38
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $96M -6% 1.3M 76.13
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $94M 2.3M 40.68
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $91M 2.7M 34.36
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $91M -3% 2.1M 44.30
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Pepsi (PEP) 0.1 $90M -30% 529k 169.84
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $90M 1.7M 51.83
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $86M +7% 523k 165.25
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Merck & Co (MRK) 0.1 $86M -11% 787k 109.02
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $84M -13% 1.5M 56.39
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Vanguard Index Fds Growth Etf (VUG) 0.1 $84M +22% 269k 310.88
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Abbott Laboratories (ABT) 0.1 $83M -8% 752k 110.07
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Wal-Mart Stores (WMT) 0.1 $82M +5% 523k 157.65
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Bank of America Corporation (BAC) 0.1 $81M -14% 2.4M 33.67
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Mastercard Incorporated Cl A (MA) 0.1 $80M -21% 188k 426.53
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $80M +13% 872k 91.39
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $79M -2% 481k 164.42
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Chevron Corporation (CVX) 0.1 $79M 529k 149.16
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $79M 1.6M 49.72
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Broadcom (AVGO) 0.1 $76M -5% 68k 1116.25
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $76M 1.7M 45.69
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $74M -18% 211k 350.91
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Adobe Systems Incorporated (ADBE) 0.1 $71M -19% 119k 596.60
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Boeing Company (BA) 0.1 $71M 270k 260.66
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $67M -15% 1.1M 60.43
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $66M 1.2M 55.28
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $63M -4% 503k 124.97
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $62M 128k 483.96
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Oracle Corporation (ORCL) 0.1 $62M -4% 588k 105.43
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $62M +3% 1.1M 56.14
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $60M +12% 1.0M 58.34
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $59M -4% 2.1M 27.64
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Walt Disney Company (DIS) 0.1 $58M -4% 643k 90.29
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $58M +3% 891k 64.48
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Union Pacific Corporation (UNP) 0.1 $57M 231k 245.62
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $56M +72% 1.9M 29.23
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Cisco Systems (CSCO) 0.1 $55M -3% 1.1M 50.52
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Ishares Esg Awr Msci Em (ESGE) 0.1 $55M 1.7M 32.06
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Qualcomm (QCOM) 0.1 $54M -3% 370k 144.63
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Caterpillar (CAT) 0.1 $53M +8% 181k 295.67
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Nike CL B (NKE) 0.1 $53M -20% 488k 108.57
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United Parcel Service CL B (UPS) 0.1 $52M +38% 332k 157.23
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $51M 1.6M 32.17
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $50M 1.4M 34.89
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Netflix (NFLX) 0.1 $50M -8% 102k 486.88
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Ishares Tr Esg Aware Msci (ESML) 0.1 $48M +5% 1.3M 38.01
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Thermo Fisher Scientific (TMO) 0.1 $47M -23% 89k 530.79
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $47M -4% 607k 77.37
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Amgen (AMGN) 0.1 $47M +2% 162k 288.02
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Nextera Energy (NEE) 0.1 $47M -16% 766k 60.74
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $46M -24% 184k 252.22
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $45M -43% 408k 110.66
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $44M -2% 305k 145.01
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Lockheed Martin Corporation (LMT) 0.1 $44M -17% 98k 453.24
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Comcast Corp Cl A (CMCSA) 0.1 $44M -13% 1.0M 43.85
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $44M +13% 565k 77.73
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $44M 242k 180.00
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Honeywell International (HON) 0.1 $43M -3% 205k 209.71
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $43M 645k 66.49
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Wells Fargo & Company (WFC) 0.1 $43M -6% 864k 49.22
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $42M -3% 1.8M 24.11
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International Business Machines (IBM) 0.1 $42M +6% 258k 163.55
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Lowe's Companies (LOW) 0.1 $42M +2% 188k 222.55
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $42M -9% 503k 82.96
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Advanced Micro Devices (AMD) 0.1 $42M -2% 283k 147.41
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $42M 541k 77.02
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Starbucks Corporation (SBUX) 0.1 $42M 434k 96.00
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $41M -8% 495k 83.31
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $41M +5% 353k 115.03
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Eaton Corp SHS (ETN) 0.0 $41M -29% 168k 240.82
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $40M +9% 158k 255.32
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $39M 376k 104.46
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Pfizer (PFE) 0.0 $39M -7% 1.4M 28.79
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $38M +5% 508k 75.54
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American Centy Etf Tr Focused Lrg Cap (FLV) 0.0 $38M 625k 61.13
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $38M -3% 683k 55.67
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Vanguard World Mega Grwth Ind (MGK) 0.0 $38M 146k 259.51
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Ishares Msci Emrg Chn (EMXC) 0.0 $38M +22% 676k 55.41
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $37M 490k 75.10
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Raytheon Technologies Corp (RTX) 0.0 $37M +9% 435k 84.14
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Select Sector Spdr Tr Technology (XLK) 0.0 $36M +4% 189k 192.48
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $36M -4% 901k 40.21
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $36M -6% 367k 98.59
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Dover Corporation (DOV) 0.0 $36M 235k 153.81
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $36M +7% 856k 41.99
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Ishares Tr Select Divid Etf (DVY) 0.0 $35M +5% 294k 117.22
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Lam Research Corporation (LRCX) 0.0 $34M -40% 44k 783.26
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $34M +11% 588k 57.96
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Bentley Sys Com Cl B (BSY) 0.0 $34M 649k 52.18
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Spdr Gold Tr Gold Shs (GLD) 0.0 $34M 176k 191.17
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Mondelez Intl Cl A (MDLZ) 0.0 $33M -27% 460k 72.43
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Ishares Tr Short Treas Bd (SHV) 0.0 $32M -24% 294k 110.13
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Ishares Gold Tr Ishares New (IAU) 0.0 $32M 807k 39.03
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Ishares Em Mkts Div Etf (DVYE) 0.0 $32M -10% 1.2M 26.49
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Phillips 66 (PSX) 0.0 $31M -26% 236k 133.14
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Ishares Tr Mbs Etf (MBB) 0.0 $31M +5% 333k 94.08
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Novartis Sponsored Adr (NVS) 0.0 $31M -30% 310k 100.97
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Pioneer Natural Resources (PXD) 0.0 $31M +13% 139k 224.88
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $31M -2% 270k 114.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $31M -3% 195k 157.80
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $31M +41% 81k 376.87
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Applied Materials (AMAT) 0.0 $31M +12% 188k 162.07
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Snowflake Cl A (SNOW) 0.0 $30M +12% 151k 199.00
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $30M -39% 73k 406.89
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Deere & Company (DE) 0.0 $30M 74k 399.87
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Intuit (INTU) 0.0 $29M +3% 47k 625.03
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $29M -38% 293k 99.79
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Target Corporation (TGT) 0.0 $29M -46% 205k 142.42
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Philip Morris International (PM) 0.0 $29M +5% 307k 94.08
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Chubb (CB) 0.0 $29M -30% 128k 226.00
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Verizon Communications (VZ) 0.0 $28M -26% 755k 37.70
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Automatic Data Processing (ADP) 0.0 $28M +3% 121k 232.97
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EOG Resources (EOG) 0.0 $28M 230k 120.95
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McKesson Corporation (MCK) 0.0 $28M -30% 59k 462.98
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Toronto Dominion Bk Ont Com New (TD) 0.0 $27M -37% 424k 64.62
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Blackstone Group Inc Com Cl A (BX) 0.0 $27M 209k 130.92
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Us Bancorp Del Com New (USB) 0.0 $27M -24% 632k 43.28
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Texas Instruments Incorporated (TXN) 0.0 $27M 160k 170.47
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Sony Group Corp Sponsored Adr (SONY) 0.0 $26M +7% 278k 94.69
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TJX Companies (TJX) 0.0 $26M +10% 280k 93.81
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $26M 421k 61.94
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American Express Company (AXP) 0.0 $26M +7% 138k 187.34
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $26M +4% 247k 104.92
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $26M -10% 107k 241.77
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $25M -10% 487k 52.20
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Goldman Sachs (GS) 0.0 $25M -2% 65k 385.77
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Carrier Global Corporation (CARR) 0.0 $25M 433k 57.45
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ConocoPhillips (COP) 0.0 $25M +7% 212k 116.07
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Waste Management (WM) 0.0 $24M -8% 137k 179.10
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Alphabet Cap Stk Cl A Call Option (GOOGL) 0.0 $24M 1.6M 14.84
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Duke Energy Corp Com New (DUK) 0.0 $24M -6% 243k 97.04
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Danaher Corporation (DHR) 0.0 $24M -5% 102k 231.34
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Spdr Ser Tr Russell Yield (ONEY) 0.0 $23M +4% 232k 100.72
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Zscaler Incorporated (ZS) 0.0 $23M -10% 105k 221.56
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $23M +116% 699k 33.25
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $23M -9% 357k 65.06
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $23M +7% 561k 41.33
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At&t (T) 0.0 $23M 1.4M 16.78
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $23M +7% 542k 42.59
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Stryker Corporation (SYK) 0.0 $23M +5% 77k 299.46
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Amphenol Corp Cl A (APH) 0.0 $23M -42% 231k 99.13
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Ford Motor Company (F) 0.0 $23M -36% 1.9M 12.19
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Novo-nordisk A S Adr (NVO) 0.0 $23M +14% 217k 103.45
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $22M 378k 58.73
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Marathon Petroleum Corp (MPC) 0.0 $22M +3% 149k 148.36
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American Electric Power Company (AEP) 0.0 $22M -21% 270k 81.22
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Illinois Tool Works (ITW) 0.0 $22M 83k 261.94
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Southern Company (SO) 0.0 $22M +4% 309k 70.12
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $22M +16% 756k 28.64
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Enbridge (ENB) 0.0 $22M -34% 598k 36.02
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Ishares Tr Core High Dv Etf (HDV) 0.0 $21M -2% 208k 101.99
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Digital Realty Trust (DLR) 0.0 $21M -39% 157k 134.58
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General Electric Com New (GE) 0.0 $21M 165k 127.63
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $21M -10% 95k 219.57
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $21M +2% 119k 173.89
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $20M -13% 614k 32.26
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $20M -3% 277k 70.12
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Analog Devices (ADI) 0.0 $19M +2% 97k 198.56
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O'reilly Automotive (ORLY) 0.0 $19M +10% 20k 949.27
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Ishares Tr Esg Msci Leadr (SUSL) 0.0 $19M -3% 226k 84.38
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $19M +9% 807k 23.27
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CVS Caremark Corporation (CVS) 0.0 $19M -3% 237k 78.96
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Spdr Ser Tr Bloomberg Intl T (BWX) 0.0 $19M +5% 804k 23.18
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Shopify Cl A (SHOP) 0.0 $19M -18% 239k 77.90
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Medtronic SHS (MDT) 0.0 $19M 226k 82.38
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Altria (MO) 0.0 $18M 455k 40.34
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BlackRock (BLK) 0.0 $18M +4% 23k 811.80
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Enterprise Products Partners (EPD) 0.0 $18M 693k 26.35
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Reliance Steel & Aluminum (RS) 0.0 $18M 65k 279.70
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $18M +7% 434k 41.93
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Rbc Cad (RY) 0.0 $18M +13% 180k 101.13
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Intuitive Surgical Com New (ISRG) 0.0 $18M +3% 54k 337.36
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S&p Global (SPGI) 0.0 $18M +7% 41k 440.52
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Lamb Weston Hldgs (LW) 0.0 $18M +209% 167k 108.09
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Air Products & Chemicals (APD) 0.0 $18M -34% 66k 273.80
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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