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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 34.08% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$765M), BND (+$626M), VEA (+$325M), IVV (+$279M), SPMD (+$184M), DFUS (+$117M), XLRE (+$113M), SPSB (+$93M), SPLG (+$64M), DFUV (+$56M).
Started 290 new stock positions in FFC, WGMI, VUZI, JWN, TWST, CRK, ISCB, SMMT, HIMS, JOUT.
Reduced shares in these 10 stocks: DGS (-$343M), VTI (-$92M), IEMG (-$62M), VWO (-$40M), VNQ (-$35M), SPEM (-$34M), SCHE (-$32M), EWX (-$25M), SCHH (-$24M), SCHR (-$23M).
Sold out of its positions in ADT, ACES, DTEC, ABCL, ACHC, ACEL, ALDX, American Equity Investment Life Holding, AMLI, AMWD.
Creative Planning was a net buyer of stock by $3.2B.
Creative Planning has $94B in assets under management (AUM), dropping by 5.60%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 2993 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Creative Planning has 2993 total positions. Only the first 250 positions are shown.

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Download the Creative Planning June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.4	$12B	+2%	21M	547.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.4	$6.9B	+4%	140M	49.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.5	$6.1B	+11%	84M	72.05	View chart
Ishares Core Msci Emkt (IEMG)	4.0	$3.8B		70M	53.53	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.8	$3.6B	+5%	70M	51.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.5	$3.2B		13M	249.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$2.0B		8.3M	242.09	View chart
Apple (AAPL)	2.1	$2.0B		9.4M	210.68	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$1.9B		24M	79.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$1.9B	-4%	7.1M	267.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.0	$1.9B		53M	35.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$1.8B	+3%	29M	64.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$1.8B		28M	64.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$1.6B		3.0M	544.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$1.5B	-2%	17M	83.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$1.3B	+3%	26M	50.11	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.3B		12M	106.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$1.3B	+2%	13M	97.07	View chart
Ishares Tr Core Msci Intl (IDEV)	1.2	$1.2B		18M	65.64	View chart
Microsoft Corporation (MSFT)	1.2	$1.1B	+4%	2.5M	446.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.1B		2.7M	406.80	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.1	$1.1B	+12%	27M	38.41	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.1	$1.0B	+10%	34M	29.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$906M	-4%	21M	43.76	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$889M	-3%	24M	37.67	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.9	$847M	-28%	17M	51.44	View chart
NVIDIA Corporation (NVDA)	0.9	$835M	+1096%	6.8M	123.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$813M	-2%	21M	38.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$782M		10M	77.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$739M	+4%	14M	51.87	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$681M	+5%	11M	60.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$630M	+2%	1.3M	500.13	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$625M	+8%	11M	58.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$588M	-5%	22M	26.56	View chart
Amazon (AMZN)	0.6	$571M	+3%	3.0M	193.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.6	$544M	-4%	27M	19.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$520M	+9%	5.8M	89.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$443M		3.7M	118.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$408M	+2%	1.9M	218.04	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$387M	+7%	6.0M	64.95	View chart
Meta Platforms Cl A (META)	0.4	$354M	+4%	702k	504.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$337M	+6%	1.9M	182.15	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$307M		5.0M	61.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$299M		5.1M	58.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$284M	+3%	593k	479.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$269M		1.5M	183.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$259M		2.2M	118.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$255M		2.4M	104.55	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$233M		7.2M	32.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$223M	+3%	1.1M	202.26	View chart
Procter & Gamble Company (PG)	0.2	$222M		1.3M	164.92	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$220M	+34%	5.6M	39.27	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$218M	+116%	3.7M	58.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$216M		1.9M	115.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$213M	-3%	2.9M	72.64	View chart
Eli Lilly & Co. (LLY)	0.2	$207M	+4%	229k	905.38	View chart
Exxon Mobil Corporation (XOM)	0.2	$206M	+7%	1.8M	115.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$199M		670k	297.50	View chart
Costco Wholesale Corporation (COST)	0.2	$181M		213k	849.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$176M		964k	182.55	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$171M	-12%	3.0M	57.92	View chart
Home Depot (HD)	0.2	$166M		481k	344.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$163M		2.1M	78.33	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$159M		436k	364.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$157M	-3%	1.5M	106.68	View chart
Visa Com Cl A (V)	0.2	$145M		553k	262.48	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.2	$142M		2.8M	50.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$139M	-2%	260k	535.08	View chart
Johnson & Johnson (JNJ)	0.1	$139M		947k	146.16	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$131M		3.1M	41.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$130M	+39%	3.6M	35.94	View chart
Broadcom (AVGO)	0.1	$126M	+6%	79k	1605.57	View chart
Abbvie (ABBV)	0.1	$125M		725k	171.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$123M		1.4M	90.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$117M		576k	202.88	View chart
Wal-Mart Stores (WMT)	0.1	$116M	+4%	1.7M	67.71	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$114M		1.2M	96.62	View chart
Coca-Cola Company (KO)	0.1	$113M	+3%	1.8M	63.66	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$113M		2.3M	47.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$112M	-2%	2.4M	47.45	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$109M	+8%	1.2M	91.78	View chart
Merck & Co (MRK)	0.1	$107M	+4%	867k	123.81	View chart
Bank of America Corporation (BAC)	0.1	$105M	+6%	2.7M	39.77	View chart
Oracle Corporation (ORCL)	0.1	$105M	+23%	745k	141.19	View chart
UnitedHealth (UNH)	0.1	$104M	+3%	205k	509.33	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$104M	-2%	1.4M	72.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$102M		1.3M	77.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$100M		268k	374.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$99M		618k	160.41	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$99M		2.3M	43.31	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$97M		2.0M	48.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$91M		521k	174.47	View chart
Chevron Corporation (CVX)	0.1	$89M		570k	156.42	View chart
Pepsi (PEP)	0.1	$88M		533k	164.92	View chart
Mastercard Incorporated Cl A (MA)	0.1	$86M	+2%	194k	441.16	View chart
McDonald's Corporation (MCD)	0.1	$83M	-4%	325k	254.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$81M		478k	168.78	View chart
Abbott Laboratories (ABT)	0.1	$80M		773k	103.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$80M	-3%	1.3M	61.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$80M	+2%	459k	173.81	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$76M		1.6M	46.77	View chart
Caterpillar (CAT)	0.1	$75M	+10%	224k	333.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$74M	+16%	2.3M	32.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$72M	+2%	126k	573.35	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$71M	+4%	235k	303.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$71M	+14%	1.2M	58.64	View chart
Adobe Systems Incorporated (ADBE)	0.1	$70M	+3%	125k	555.50	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$69M	+4%	1.2M	57.27	View chart
Netflix (NFLX)	0.1	$67M	+4%	100k	674.88	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$67M	+6%	1.0M	66.77	View chart
Walt Disney Company (DIS)	0.1	$65M		650k	99.29	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$62M	+38%	1.1M	57.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$61M	+4%	159k	383.00	View chart
Advanced Micro Devices (AMD)	0.1	$60M	+20%	369k	162.21	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$59M	+3%	1.8M	33.53	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$59M		462k	127.18	View chart
Nextera Energy (NEE)	0.1	$58M	+7%	812k	70.81	View chart
Amgen (AMGN)	0.1	$57M	+8%	183k	312.50	View chart
Union Pacific Corporation (UNP)	0.1	$57M	+4%	252k	226.24	View chart
Boeing Company (BA)	0.1	$57M	+15%	311k	182.01	View chart
Wells Fargo & Company (WFC)	0.1	$56M	+4%	937k	59.40	View chart
salesforce (CRM)	0.1	$56M	-13%	216k	257.12	View chart
Eaton Corp SHS (ETN)	0.1	$55M		176k	313.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$55M	+21%	366k	150.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$54M	-3%	874k	62.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$54M	+2%	98k	553.00	View chart
Cisco Systems (CSCO)	0.1	$54M	-3%	1.1M	47.51	View chart
Bentley Sys Com Cl B (BSY)	0.1	$54M	+67%	1.1M	49.36	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$53M	-15%	1.7M	30.62	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$52M	+4%	1.4M	38.50	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$50M		1.4M	35.57	View chart
International Business Machines (IBM)	0.1	$50M	+6%	286k	172.95	View chart
Lam Research Corporation (LRCX)	0.1	$49M		46k	1065.00	View chart
Applied Materials (AMAT)	0.1	$49M	+10%	209k	235.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$49M	+7%	485k	100.39	View chart
Lockheed Martin Corporation (LMT)	0.1	$48M	+5%	103k	465.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$48M	+2%	473k	100.84	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$47M		180k	262.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$47M	+6%	401k	117.49	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$47M		1.5M	31.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$47M		575k	81.08	View chart
Honeywell International (HON)	0.0	$46M	+3%	217k	213.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$46M	+3%	432k	107.12	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$46M		772k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$45M		490k	92.54	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$45M		660k	68.53	View chart
Lowe's Companies (LOW)	0.0	$45M		204k	220.45	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$45M	+5%	1.7M	25.87	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$45M	+3%	143k	314.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$45M		244k	182.52	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$44M	+2%	974k	45.60	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.0	$44M	NEW	3.0M	14.31	View chart
Pfizer (PFE)	0.0	$44M	+13%	1.6M	27.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$43M	+2%	680k	62.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$43M	-2%	554k	76.70	View chart
Dover Corporation (DOV)	0.0	$42M		234k	180.44	View chart
Qualcomm Call Option (QCOM)	0.0	$41M	+5%	402k	102.81	View chart
Nike CL B (NKE)	0.0	$41M	+7%	547k	75.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$41M	+5%	532k	77.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$41M		518k	78.78	View chart
Servicenow (NOW)	0.0	$41M	+98%	52k	786.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$40M	+4%	669k	60.30	View chart
Novo-nordisk A S Adr (NVO)	0.0	$40M	+8%	282k	142.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$40M	-3%	361k	110.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$40M	-36%	812k	48.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$39M	+12%	388k	100.71	View chart
Intel Corporation (INTC)	0.0	$39M		1.3M	30.97	View chart
Texas Instruments Incorporated (TXN)	0.0	$38M	+12%	197k	194.50	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$38M		608k	62.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$38M		175k	215.01	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$37M		478k	78.31	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$37M	+5%	79k	468.73	View chart
McKesson Corporation (MCK)	0.0	$37M	+2%	63k	584.04	View chart
Comcast Corp Cl A (CMCSA)	0.0	$37M	-10%	935k	39.16	View chart
Chubb (CB)	0.0	$36M	+9%	141k	255.09	View chart
Edwards Lifesciences (EW)	0.0	$36M		390k	92.37	View chart
American Express Company (AXP)	0.0	$36M	+5%	154k	231.53	View chart
Novartis Sponsored Adr (NVS)	0.0	$35M	+4%	332k	106.46	View chart
Philip Morris International (PM)	0.0	$35M	+2%	346k	101.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$35M		798k	43.93	View chart
Verizon Communications (VZ)	0.0	$35M	+2%	838k	41.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$34M	-3%	806k	42.59	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$34M		283k	121.02	View chart
Starbucks Corporation (SBUX)	0.0	$34M		439k	77.85	View chart
Arista Networks (ANET)	0.0	$34M	+135%	97k	350.47	View chart
TJX Companies (TJX)	0.0	$34M	+3%	307k	110.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$34M	+2%	86k	391.13	View chart
Goldman Sachs (GS)	0.0	$34M	+6%	74k	452.32	View chart
Palo Alto Networks (PANW)	0.0	$34M	+5%	99k	339.00	View chart
Intuit (INTU)	0.0	$33M		51k	657.20	View chart
Amphenol Corp Cl A (APH)	0.0	$33M	+108%	492k	67.37	View chart
Airbnb Com Cl A (ABNB)	0.0	$33M	+61%	217k	151.57	View chart
United Parcel Service CL B (UPS)	0.0	$33M		237k	136.83	View chart
Charles Schwab Corporation (SCHW)	0.0	$32M		432k	73.69	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$32M	+3%	266k	119.32	View chart
Phillips 66 (PSX)	0.0	$31M	-6%	219k	141.20	View chart
Danaher Corporation (DHR)	0.0	$31M	+6%	123k	249.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$30M		184k	164.28	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$30M		1.1M	27.18	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$30M		273k	110.51	View chart
Automatic Data Processing (ADP)	0.0	$30M	+2%	124k	238.69	View chart
Target Corporation (TGT)	0.0	$29M	-2%	198k	148.00	View chart
At&t (T)	0.0	$29M	+2%	1.5M	19.11	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$29M	+2%	433k	66.98	View chart
Ge Aerospace Com New (GE)	0.0	$29M	+5%	180k	158.97	View chart
Carrier Global Corporation (CARR)	0.0	$29M	+4%	454k	63.09	View chart
Waste Management (WM)	0.0	$29M	-4%	134k	213.34	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$28M	+12%	734k	38.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$28M		228k	123.80	View chart
Intuitive Surgical Com New (ISRG)	0.0	$28M	+9%	63k	444.85	View chart
ConocoPhillips (COP)	0.0	$28M	+7%	244k	114.42	View chart
Duke Energy Corp Com New (DUK)	0.0	$28M	+9%	279k	100.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$28M	-5%	245k	113.46	View chart
Southern Company (SO)	0.0	$28M	+8%	357k	77.57	View chart
Deere & Company (DE)	0.0	$28M		74k	373.75	View chart
Stryker Corporation (SYK)	0.0	$27M		80k	340.25	View chart
Marathon Petroleum Corp (MPC)	0.0	$27M	-2%	156k	173.48	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$27M	+11%	26k	1022.73	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$27M		715k	37.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$27M		334k	80.13	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$27M	-4%	265k	100.65	View chart
Zscaler Incorporated (ZS)	0.0	$27M	+11%	138k	192.19	View chart
EOG Resources (EOG)	0.0	$26M	-8%	208k	125.87	View chart
Us Bancorp Del Com New (USB)	0.0	$26M		655k	39.69	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$26M		249k	103.74	View chart
Analog Devices (ADI)	0.0	$26M	+8%	112k	228.33	View chart
Digital Realty Trust (DLR)	0.0	$25M	+2%	165k	152.00	View chart
Shopify Cl A (SHOP)	0.0	$25M	+45%	376k	66.05	View chart
American Electric Power Company (AEP)	0.0	$24M		278k	87.72	View chart
Ford Motor Company (F)	0.0	$24M		1.9M	12.54	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$24M	+2%	285k	84.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$24M	-2%	96k	250.13	View chart
Citigroup Com New (C)	0.0	$24M	+2%	379k	63.46	View chart
Enterprise Products Partners (EPD)	0.0	$24M	+13%	823k	28.98	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$24M		584k	40.57	View chart
Altria (MO)	0.0	$23M		508k	45.55	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$23M		209k	108.70	View chart
Linde SHS (LIN)	0.0	$23M	+8%	52k	438.83	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$23M	+4%	541k	41.80	View chart
Marriott Intl Cl A (MAR)	0.0	$23M	+18%	94k	241.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$23M	-18%	227k	99.49	View chart
Snowflake Cl A (SNOW)	0.0	$22M	+10%	166k	135.11	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$22M	+5%	980k	22.72	View chart
Bristol Myers Squibb (BMY)	0.0	$22M	+38%	532k	41.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$22M		740k	29.67	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$22M	-5%	420k	52.01	View chart
Metropcs Communications (TMUS)	0.0	$22M	+20%	123k	176.18	View chart
O'reilly Automotive (ORLY)	0.0	$22M		21k	1056.06	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$21M	-30%	327k	65.44	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$21M	+8%	507k	42.20	View chart

Past Filings by Creative Planning

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

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
Creative Planning 2020 Q3 filed Nov. 5, 2020

View all past filings

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