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 2380 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Creative Planning has 2380 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) 10.9 $7.2B 19M 384.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $4.8B +6% 114M 41.97
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.3 $2.9B +8% 40M 71.84
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Ishares Core Msci Emkt (IEMG) 4.2 $2.8B +6% 60M 46.70
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Vanguard Index Fds Large Cap Etf (VV) 3.3 $2.2B +3% 13M 174.20
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Spdr Ser Tr Portfolio S&p400 (SPMD) 3.3 $2.2B +6% 52M 42.50
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $1.9B +3% 24M 77.51
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Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $1.7B -3% 9.1M 191.19
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Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $1.7B 21M 82.48
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Vanguard Index Fds Mid Cap Etf (VO) 2.5 $1.7B 8.2M 203.81
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $1.6B +7% 53M 29.69
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.1 $1.4B +25% 31M 45.15
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $1.4B 3.6M 382.43
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Wisdomtree Tr Emg Mkts Smcap (DGS) 1.9 $1.2B +5% 28M 43.99
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Apple (AAPL) 1.8 $1.2B +5% 9.1M 129.93
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Ishares Tr Core Msci Intl (IDEV) 1.8 $1.2B +40% 21M 55.98
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Ishares Tr Core Us Aggbd Et (AGG) 1.7 $1.1B 12M 96.99
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $1.1B -6% 24M 44.98
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Ishares Tr National Mun Etf (MUB) 1.6 $1.1B 10M 105.52
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $967M +5% 20M 49.49
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $874M +3% 22M 38.98
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $828M 2.7M 308.90
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $764M +4% 23M 32.96
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $706M +5% 11M 65.61
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $652M 20M 32.21
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $631M 33M 19.29
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $628M +7% 27M 23.67
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $578M +39% 13M 43.95
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Microsoft Corporation (MSFT) 0.7 $490M +7% 2.0M 239.82
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Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $475M 4.4M 108.21
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $473M +9% 9.3M 51.15
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $355M +127% 4.8M 74.51
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $350M 1.9M 183.54
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $332M +8% 5.7M 58.48
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $302M +6% 5.4M 56.48
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $282M NEW 4.1M 68.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $272M -4% 774k 351.34
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Spdr Ser Tr Portfolio Short (SPSB) 0.4 $266M +215% 9.1M 29.38
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $263M -2% 3.1M 84.80
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $263M -7% 2.3M 114.89
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $257M +172% 4.6M 55.35
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $235M +5% 970k 241.89
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $231M -4% 7.3M 31.83
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Amazon (AMZN) 0.3 $229M +6% 2.7M 84.00
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $198M +135% 5.9M 33.48
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $194M +6% 437k 442.79
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $192M +6% 3.9M 48.94
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Procter & Gamble Company (PG) 0.3 $190M +3% 1.3M 151.56
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Alps Etf Tr Alerian Mlp (AMLP) 0.3 $181M -6% 4.7M 38.07
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $181M NEW 3.6M 50.45
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Exxon Mobil Corporation (XOM) 0.3 $174M +12% 1.6M 110.30
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $165M +60% 1.7M 94.64
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $164M -3% 2.7M 61.64
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Johnson & Johnson (JNJ) 0.2 $161M 912k 176.65
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $153M -6% 576k 266.28
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $151M NEW 2.8M 53.19
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $149M -2% 2.3M 65.64
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $149M 707k 210.52
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Home Depot (HD) 0.2 $138M +17% 436k 315.86
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $132M +3% 3.0M 44.01
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JPMorgan Chase & Co. (JPM) 0.2 $131M +11% 977k 134.10
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Global X Fds Glbl X Mlp Etf (MLPA) 0.2 $128M 3.1M 41.29
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $124M +9% 1.4M 88.23
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Alphabet Cap Stk Cl C (GOOG) 0.2 $123M +8% 1.4M 88.73
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $123M 3.3M 36.97
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Tesla Motors (TSLA) 0.2 $120M -2% 976k 123.18
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $113M -3% 743k 151.85
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $110M +133% 1.1M 104.27
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $110M +29% 1.5M 75.54
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $106M +14133% 2.9M 36.93
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $105M +183% 3.5M 30.40
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $102M -8% 586k 174.36
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Visa Com Cl A (V) 0.1 $99M +10% 476k 207.76
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Abbvie (ABBV) 0.1 $96M +28% 593k 161.61
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Chevron Corporation (CVX) 0.1 $92M +4% 513k 179.49
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Coca-Cola Company (KO) 0.1 $91M 1.4M 63.61
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $89M 1.4M 61.95
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Pepsi (PEP) 0.1 $88M +5% 489k 180.66
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $87M +3% 405k 214.24
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UnitedHealth (UNH) 0.1 $87M +13% 163k 530.18
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McDonald's Corporation (MCD) 0.1 $86M 328k 263.53
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NVIDIA Corporation (NVDA) 0.1 $85M +6% 578k 146.14
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Bank of America Corporation (BAC) 0.1 $82M +8% 2.5M 33.12
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $82M 538k 151.65
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Meta Platforms Cl A (META) 0.1 $81M -21% 673k 120.34
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $80M NEW 3.6M 21.95
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Costco Wholesale Corporation (COST) 0.1 $77M +23% 169k 456.50
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $77M 2.2M 35.64
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Merck & Co (MRK) 0.1 $75M 673k 110.95
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $73M +4% 1.8M 40.51
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $72M +11% 1.1M 65.86
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $72M +8% 1.7M 41.61
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Abbott Laboratories (ABT) 0.1 $72M +9% 652k 109.79
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Vanguard Index Fds Value Etf (VTV) 0.1 $71M +5% 507k 140.37
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $69M 751k 91.47
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Wal-Mart Stores (WMT) 0.1 $69M +10% 484k 141.79
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Pfizer (PFE) 0.1 $69M +6% 1.3M 51.24
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $68M 3.0M 22.35
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $67M +5% 1.6M 41.14
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $66M -18% 500k 132.86
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Mastercard Incorporated Cl A (MA) 0.1 $65M +10% 188k 347.73
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $63M +5% 847k 74.22
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Nextera Energy (NEE) 0.1 $59M +3% 703k 83.60
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $58M -3% 464k 125.11
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Eli Lilly & Co. (LLY) 0.1 $58M +6% 158k 365.84
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $56M 119.00 468395.86
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $55M +7% 204k 266.84
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $53M -2% 1.1M 50.14
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $49M 1.7M 28.44
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $49M +17% 991k 49.19
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Nike CL B (NKE) 0.1 $48M +4% 413k 117.01
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $48M 354k 135.24
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Walt Disney Company (DIS) 0.1 $47M +12% 545k 86.88
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $47M +13% 818k 57.82
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Ishares Tr Short Treas Bd (SHV) 0.1 $47M 427k 109.92
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Vanguard Index Fds Growth Etf (VUG) 0.1 $47M +20% 220k 213.11
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Cisco Systems (CSCO) 0.1 $47M 985k 47.64
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Union Pacific Corporation (UNP) 0.1 $47M +5% 227k 207.07
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $46M 1.5M 31.47
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $45M +45% 210k 214.52
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Oracle Corporation (ORCL) 0.1 $45M +8% 546k 81.74
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Thermo Fisher Scientific (TMO) 0.1 $44M +8% 81k 550.69
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Boeing Company (BA) 0.1 $44M +7% 232k 190.49
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Ishares Esg Awr Msci Em (ESGE) 0.1 $44M +6% 1.4M 30.07
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $42M +13% 265k 158.80
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $42M +4% 752k 55.44
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Ishares Gold Tr Ishares New (IAU) 0.1 $41M -10% 1.2M 34.59
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Qualcomm (QCOM) 0.1 $39M +3% 356k 109.94
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Caterpillar (CAT) 0.1 $39M +8% 162k 239.56
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United Parcel Service CL B (UPS) 0.1 $38M 221k 173.84
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American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $38M 647k 58.80
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Target Corporation (TGT) 0.1 $37M +14% 251k 149.04
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Amgen (AMGN) 0.1 $37M +9% 142k 262.64
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Lockheed Martin Corporation (LMT) 0.1 $37M +2% 77k 486.49
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Raytheon Technologies Corp (RTX) 0.1 $37M 366k 100.92
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Starbucks Corporation (SBUX) 0.1 $37M +3% 369k 99.20
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $37M -4% 346k 105.43
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salesforce (CRM) 0.1 $36M +47% 275k 132.59
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Ishares Tr Select Divid Etf (DVY) 0.1 $36M +2% 300k 120.60
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Honeywell International (HON) 0.1 $36M +8% 168k 214.30
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $36M -15% 363k 98.65
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Ishares Tr Esg Aware Msci (ESML) 0.1 $36M +7% 1.1M 32.88
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $35M -12% 468k 75.28
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $35M +2% 921k 37.90
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Intel Corporation (INTC) 0.1 $35M -3% 1.3M 26.43
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $35M 413k 83.60
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $34M +55% 612k 55.56
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $33M -19% 740k 44.81
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $33M 503k 65.74
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $32M +2% 101k 319.41
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Lowe's Companies (LOW) 0.0 $32M +10% 161k 199.24
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $32M +26% 472k 67.45
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International Business Machines (IBM) 0.0 $32M +6% 225k 140.89
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $31M +102% 1.3M 24.28
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EOG Resources (EOG) 0.0 $31M +5% 238k 129.52
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Mondelez Intl Cl A (MDLZ) 0.0 $31M +2% 458k 66.65
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $31M +20% 511k 59.57
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Deere & Company (DE) 0.0 $30M +19% 71k 428.76
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $30M -31% 580k 51.72
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Verizon Communications (VZ) 0.0 $30M -20% 756k 39.40
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $30M +40% 636k 46.71
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $30M +14% 505k 58.50
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $29M 208k 141.25
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Spdr Gold Tr Gold Shs (GLD) 0.0 $29M -3% 173k 169.64
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $29M +6% 564k 51.79
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $29M NEW 1.2M 25.04
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Broadcom (AVGO) 0.0 $29M +5% 52k 559.12
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Ishares Em Mkts Div Etf (DVYE) 0.0 $29M +21% 1.2M 24.12
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Charles Schwab Corporation (SCHW) 0.0 $29M 344k 83.26
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $29M +5% 278k 102.81
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $28M +3% 377k 74.49
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $28M +71% 422k 66.02
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Dover Corporation (DOV) 0.0 $28M 206k 135.41
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Comcast Corp Cl A (CMCSA) 0.0 $28M +15% 795k 34.97
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $27M +30% 277k 96.96
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Adobe Systems Incorporated (ADBE) 0.0 $26M +13% 78k 336.53
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Novartis Sponsored Adr (NVS) 0.0 $26M -3% 289k 90.72
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Pioneer Natural Resources (PXD) 0.0 $26M +6% 114k 228.39
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Toronto Dominion Bk Ont Com New (TD) 0.0 $26M 401k 64.76
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Philip Morris International (PM) 0.0 $26M -7% 256k 101.21
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Netflix (NFLX) 0.0 $26M +6% 88k 294.88
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Wells Fargo & Company (WFC) 0.0 $26M -3% 625k 41.29
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $25M +60% 252k 100.80
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $24M +11% 482k 50.67
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At&t (T) 0.0 $24M 1.3M 18.41
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Ishares Tr Tips Bd Etf (TIP) 0.0 $24M -8% 228k 106.44
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $24M NEW 1.1M 22.21
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Bristol Myers Squibb (BMY) 0.0 $24M +5% 330k 71.95
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Vanguard World Mega Grwth Ind (MGK) 0.0 $24M +62% 138k 172.07
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Duke Energy Corp Com New (DUK) 0.0 $24M +6% 229k 102.99
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Texas Instruments Incorporated (TXN) 0.0 $24M +10% 143k 165.22
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Danaher Corporation (DHR) 0.0 $24M +31% 89k 265.42
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Automatic Data Processing (ADP) 0.0 $24M 98k 238.86
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Broadstone Net Lease (BNL) 0.0 $23M -2% 1.4M 16.21
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Ford Motor Company (F) 0.0 $23M +10% 2.0M 11.63
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Prudential Financial (PRU) 0.0 $23M +7% 233k 99.46
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Us Bancorp Del Com New (USB) 0.0 $23M 521k 43.61
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $23M -11% 900k 25.13
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Advanced Micro Devices (AMD) 0.0 $23M +56% 347k 64.77
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Phillips 66 (PSX) 0.0 $23M +77% 216k 104.08
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $23M 410k 54.84
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McKesson Corporation (MCK) 0.0 $22M +3% 59k 375.12
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $22M +16% 109k 200.54
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Ishares Tr Core High Dv Etf (HDV) 0.0 $22M -16% 208k 104.24
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $21M 285k 75.19
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $21M 252k 84.75
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $21M +7% 202k 105.29
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Goldman Sachs (GS) 0.0 $21M +32% 62k 343.38
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Waste Management (WM) 0.0 $21M 132k 156.88
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Altria (MO) 0.0 $21M -2% 450k 45.71
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Sony Group Corporation Sponsored Adr (SONY) 0.0 $20M -4% 267k 76.28
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ConocoPhillips (COP) 0.0 $20M +7% 171k 118.00
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Illinois Tool Works (ITW) 0.0 $20M +14% 91k 220.30
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Chubb (CB) 0.0 $20M -4% 91k 220.60
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Enbridge (ENB) 0.0 $20M +2% 509k 39.10
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $20M -14% 60k 331.33
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $20M -4% 369k 53.44
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Carrier Global Corporation (CARR) 0.0 $19M -3% 471k 41.25
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Lam Research Corporation (LRCX) 0.0 $19M +4% 46k 420.30
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $19M 128k 151.61
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Air Products & Chemicals (APD) 0.0 $19M -3% 63k 308.26
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Southern Company (SO) 0.0 $19M +2% 267k 71.41
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Select Sector Spdr Tr Technology (XLK) 0.0 $19M -16% 153k 124.44
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American Electric Power Company (AEP) 0.0 $19M +8% 199k 94.95
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $19M +644% 66k 288.78
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $19M -3% 450k 41.34
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Crown Castle Intl (CCI) 0.0 $18M -5% 136k 135.64
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Airbnb Com Cl A (ABNB) 0.0 $18M 214k 85.50
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Enterprise Products Partners (EPD) 0.0 $18M +9% 757k 24.12
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Northrop Grumman Corporation (NOC) 0.0 $18M +5% 33k 545.61
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3M Company (MMM) 0.0 $18M 146k 119.92
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $17M +43% 489k 35.63
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Amphenol Corp Cl A (APH) 0.0 $17M -4% 228k 76.14
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $17M +3% 238k 72.10
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Norfolk Southern (NSC) 0.0 $17M +3% 69k 246.42
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American Express Company (AXP) 0.0 $17M +3% 114k 147.75
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Colgate-Palmolive Company (CL) 0.0 $17M 214k 78.79
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CVS Caremark Corporation (CVS) 0.0 $17M +5% 180k 93.19
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Marathon Petroleum Corp (MPC) 0.0 $17M +23% 144k 116.39
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Cincinnati Financial Corporation (CINF) 0.0 $17M +17% 161k 102.39
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TJX Companies (TJX) 0.0 $16M +10% 205k 79.60
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $16M +8% 111k 145.07
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Ishares Msci Emrg Chn (EMXC) 0.0 $16M +13% 339k 47.47
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First Republic Bank/san F (FRC) 0.0 $16M +15% 130k 121.89
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Intuit (INTU) 0.0 $16M +6% 40k 389.22
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $15M +17% 86k 179.76
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Vanguard World Fds Health Car Etf (VHT) 0.0 $15M -2% 62k 248.05
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Emerson Electric (EMR) 0.0 $15M 158k 96.06
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $15M +55% 319k 47.40
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Stryker Corporation (SYK) 0.0 $15M +16% 62k 244.49
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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