Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Creative Planning

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

Top 5 stock holdings are IVV, BND, VEA, SPMD, IEMG, and represent 33.84% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$1.3B), BND (+$639M), SPDW (+$524M), SCHM (+$520M), SCHF (+$383M), NVDA (+$229M), AVDV (+$213M), SPMD (+$205M), AAPL (+$184M), AVUV (+$174M).
Started 517 new stock positions in LMB, ZUMZ, TRC, GNK, PL, CRMT, AMCX, DAVE, FLIC, NWS.
Reduced shares in these 10 stocks: DGS (-$204M), VNQ (-$113M), VEA (-$88M), VTI (-$60M), Arista Networks (-$42M), Lam Research Corporation (-$39M), SCHH (-$30M), VV (-$29M), VWO (-$27M), VO (-$25M).
Sold out of its positions in IDOG, AMC, AXTI, IAF, MSOS, AKTSQ, ALEC, ALNT, AMPY, ANDE.
Creative Planning was a net buyer of stock by $6.2B.
Creative Planning has $103B in assets under management (AUM), dropping by 4.20%.
Central Index Key (CIK): 0001540235

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Creative Planning

Creative Planning holds 3554 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Creative Planning has 3554 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Planning Dec. 31, 2024 positions
Download the Creative Planning December 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	$13B		22M	588.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.0	$7.2B	+9%	101M	71.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.7	$6.9B		143M	47.82	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	4.1	$4.2B	+5%	77M	54.69	View chart
Ishares Core Msci Emkt (IEMG)	3.6	$3.7B		71M	52.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.3	$3.4B		13M	269.70	View chart
Apple (AAPL)	2.5	$2.6B	+7%	10M	250.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.3	$2.3B	+28%	69M	34.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$2.1B		8.1M	264.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$2.1B	+3%	30M	68.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$2.0B	+2%	25M	80.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$1.9B	-3%	6.6M	289.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$1.9B	+195%	83M	23.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$1.7B		2.9M	586.08	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.4B	+4%	13M	106.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$1.3B	-7%	15M	89.08	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.3	$1.3B	+9%	32M	40.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$1.3B		25M	50.13	View chart
NVIDIA Corporation (NVDA)	1.2	$1.2B	+22%	9.3M	134.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$1.2B		13M	96.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.2B		2.7M	453.28	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.2	$1.2B	+8%	40M	29.86	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$1.2B	+2%	18M	64.47	View chart
Microsoft Corporation (MSFT)	1.1	$1.1B	+3%	2.7M	421.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$892M		23M	38.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$862M	+18%	13M	65.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$855M	-3%	19M	44.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$792M	+190%	29M	27.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$783M		14M	55.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$772M	+98%	42M	18.50	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$771M	+29%	8.0M	96.53	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$739M	+10%	13M	58.00	View chart
Amazon (AMZN)	0.7	$720M	+5%	3.3M	219.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$680M		1.3M	538.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$626M	+51%	9.6M	65.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$544M	-3%	20M	26.63	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$512M	-5%	24M	21.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$466M		3.6M	127.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$455M		1.9M	240.28	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$437M	-31%	8.9M	48.92	View chart
Meta Platforms Cl A (META)	0.4	$427M		729k	585.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$388M	+5%	2.0M	189.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$309M	+2%	605k	511.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$308M		4.9M	62.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$294M		1.5M	190.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$285M	-2%	4.7M	60.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$283M	+3%	1.2M	239.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$273M		2.1M	128.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$270M	+2%	2.6M	105.48	View chart
Procter & Gamble Company (PG)	0.2	$232M		1.4M	167.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$230M		3.6M	63.75	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$224M		6.8M	32.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$221M		5.4M	40.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$216M	+16%	1.1M	195.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$210M		653k	322.16	View chart
Home Depot (HD)	0.2	$208M	+4%	534k	388.99	View chart
Costco Wholesale Corporation (COST)	0.2	$203M		222k	916.22	View chart
Broadcom (AVGO)	0.2	$196M	+8%	846k	231.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$195M	-2%	2.8M	70.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$192M		1.8M	107.57	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$190M	-6%	1.6M	115.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$183M	+4%	455k	401.58	View chart
Visa Com Cl A (V)	0.2	$182M		577k	316.04	View chart
Eli Lilly & Co. (LLY)	0.2	$182M	+3%	236k	772.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$181M	+10%	1.6M	115.22	View chart
Wal-Mart Stores (WMT)	0.2	$174M	+6%	1.9M	90.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$153M		2.0M	75.61	View chart
Johnson & Johnson (JNJ)	0.1	$142M		985k	144.62	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$142M		249k	569.58	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$141M	-9%	2.4M	58.61	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$141M		3.1M	44.92	View chart
Abbvie (ABBV)	0.1	$135M		761k	177.70	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$135M		2.7M	49.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$131M	+5%	593k	220.96	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$131M		1.2M	104.89	View chart
Oracle Corporation (ORCL)	0.1	$128M		769k	166.64	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$126M		3.5M	35.48	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$123M	+14%	1.3M	91.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$121M	+8%	295k	410.44	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$120M	-5%	1.2M	96.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$118M	+223%	4.3M	27.32	View chart
Bank of America Corporation (BAC)	0.1	$118M		2.7M	43.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$117M	+93%	4.5M	25.86	View chart
Coca-Cola Company (KO)	0.1	$116M		1.9M	62.26	View chart
Mastercard Incorporated Cl A (MA)	0.1	$116M	+6%	219k	526.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$113M	+7%	666k	169.30	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$111M		2.3M	48.16	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$108M	-2%	1.4M	77.79	View chart
UnitedHealth (UNH)	0.1	$105M	-2%	207k	505.86	View chart
Netflix (NFLX)	0.1	$105M	+6%	118k	891.32	View chart
McDonald's Corporation (MCD)	0.1	$103M	+8%	356k	289.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$98M		532k	185.13	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$98M		2.0M	49.41	View chart
Abbott Laboratories (ABT)	0.1	$93M		821k	113.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$93M	-5%	470k	197.47	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$92M		483k	189.98	View chart
Merck & Co (MRK)	0.1	$92M	+9%	922k	99.48	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$90M		2.2M	40.49	View chart
Chevron Corporation (CVX)	0.1	$89M	+12%	615k	144.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$89M		252k	351.79	View chart
Caterpillar (CAT)	0.1	$88M	+6%	242k	362.76	View chart
Pepsi (PEP)	0.1	$84M	+5%	555k	152.06	View chart
salesforce (CRM)	0.1	$82M	+5%	246k	334.33	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$80M		1.6M	50.97	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$80M	-2%	2.3M	34.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$77M		124k	621.75	View chart
Adobe Systems Incorporated (ADBE)	0.1	$73M		163k	444.68	View chart
Cisco Systems (CSCO)	0.1	$72M	+5%	1.2M	59.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$72M	+22%	447k	161.77	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$72M	+2%	1.3M	56.70	View chart
International Business Machines (IBM)	0.1	$72M	+8%	326k	219.82	View chart
Walt Disney Company (DIS)	0.1	$71M	-2%	639k	111.35	View chart
Wells Fargo & Company (WFC)	0.1	$70M	+5%	997k	70.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$69M	-2%	1.2M	57.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$68M	-7%	1.2M	58.79	View chart
Qualcomm (QCOM)	0.1	$66M	+6%	431k	153.62	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$66M	+2%	1.0M	63.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$65M	+30%	328k	198.20	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$64M	+119%	731k	87.90	View chart
Bentley Sys Com Cl B (BSY)	0.1	$63M	+23%	1.3M	46.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$61M		1.1M	58.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$61M	+3%	1.8M	33.39	View chart
Union Pacific Corporation (UNP)	0.1	$61M	+3%	267k	228.04	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$60M	+2%	1.4M	42.05	View chart
Nextera Energy (NEE)	0.1	$60M		838k	71.69	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$60M		452k	132.11	View chart
Eaton Corp SHS (ETN)	0.1	$59M	-2%	177k	331.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$59M	+13%	576k	101.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$58M	+22%	504k	114.48	View chart
Raytheon Technologies Corp (RTX)	0.1	$57M		492k	115.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$57M	+14%	726k	78.01	View chart
Honeywell International (HON)	0.1	$56M	+6%	246k	225.89	View chart
Lowe's Companies (LOW)	0.1	$55M		222k	246.80	View chart
Servicenow (NOW)	0.1	$55M	-7%	52k	1060.12	View chart
Thermo Fisher Scientific (TMO)	0.1	$54M	+3%	104k	520.23	View chart
Advanced Micro Devices (AMD)	0.1	$54M	+2%	446k	120.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$54M	+4%	607k	88.40	View chart
Boeing Company (BA)	0.1	$54M	+16%	302k	176.99	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$53M	-3%	1.6M	32.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$53M		108k	485.90	View chart
Nike CL B (NKE)	0.1	$52M	+39%	687k	75.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$52M	-12%	152k	342.16	View chart
Amgen (AMGN)	0.1	$52M		199k	260.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$51M	+296%	1.8M	27.87	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$51M		1.5M	34.35	View chart
American Express Company (AXP)	0.0	$51M	+5%	171k	296.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$50M	-2%	175k	287.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$50M	+6%	469k	106.84	View chart
Applovin Corp Com Cl A (APP)	0.0	$49M	+4%	151k	323.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$49M	+5%	383k	126.75	View chart
Goldman Sachs (GS)	0.0	$49M	+9%	85k	572.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$48M		140k	343.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$48M	-4%	781k	61.35	View chart
Arista Networks Com Shs (ANET)	0.0	$48M	NEW	432k	110.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$48M		205k	232.51	View chart
Intuitive Surgical Com New (ISRG)	0.0	$48M	+32%	91k	521.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$47M	+204%	2.1M	22.69	View chart
Philip Morris International (PM)	0.0	$47M	+6%	389k	120.36	View chart
Dover Corporation (DOV)	0.0	$46M	+5%	247k	187.60	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$46M	+8%	1.1M	43.47	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$46M		678k	67.88	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$45M	-3%	1.3M	34.33	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$45M	+2729%	1.8M	24.55	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$45M	+21%	445k	100.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$43M	+4%	179k	242.13	View chart
Fiserv (FI)	0.0	$43M	+40%	208k	205.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$43M	+4%	248k	172.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$42M		544k	77.27	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$42M	+11%	98k	425.50	View chart
TJX Companies (TJX)	0.0	$42M	+6%	344k	120.81	View chart
Pfizer (PFE)	0.0	$42M	-14%	1.6M	26.53	View chart
At&t (T)	0.0	$41M	+16%	1.8M	22.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$41M	+4%	540k	76.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$41M	-4%	1.6M	25.37	View chart
Target Corporation (TGT)	0.0	$40M	+36%	297k	135.18	View chart
Texas Instruments Incorporated (TXN)	0.0	$40M		213k	187.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$40M	+3%	675k	58.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$40M		716k	55.45	View chart
Charles Schwab Corporation (SCHW)	0.0	$40M	+4%	534k	74.01	View chart
Comcast Corp Cl A (CMCSA)	0.0	$39M	+9%	1.0M	37.53	View chart
Automatic Data Processing (ADP)	0.0	$39M	+4%	134k	292.73	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$38M	-2%	432k	87.25	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$38M	-2%	563k	66.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$38M	-4%	759k	49.51	View chart
Starbucks Corporation (SBUX)	0.0	$37M	-2%	408k	91.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$37M	+1113%	822k	44.87	View chart
Microstrategy Cl A New (MSTR)	0.0	$37M	+41%	127k	289.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$36M	-2%	276k	131.30	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$36M	+53%	143k	253.75	View chart
Verizon Communications (VZ)	0.0	$36M	+4%	904k	39.99	View chart
Lam Research Corp Com New (LRCX)	0.0	$36M	NEW	499k	72.23	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$36M	+834%	703k	51.14	View chart
Intuit (INTU)	0.0	$35M	+4%	56k	628.50	View chart
Palantir Technologies Cl A (PLTR)	0.0	$35M	+41%	467k	75.63	View chart
Chubb (CB)	0.0	$35M	-3%	127k	276.30	View chart
McKesson Corporation (MCK)	0.0	$35M	-3%	61k	569.91	View chart
Deere & Company (DE)	0.0	$35M	+8%	82k	423.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$35M	+34%	123k	280.06	View chart
Novartis Sponsored Adr (NVS)	0.0	$34M	+2%	354k	97.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$34M		267k	128.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$34M	+6%	194k	175.23	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$34M	+424%	1.6M	21.16	View chart
Applied Materials (AMAT)	0.0	$34M	-7%	206k	162.63	View chart
Duke Energy Corp Com New (DUK)	0.0	$33M		310k	107.75	View chart
Ge Aerospace Com New (GE)	0.0	$33M		200k	166.78	View chart
Amphenol Corp Cl A (APH)	0.0	$33M	-2%	478k	69.45	View chart
Us Bancorp Del Com New (USB)	0.0	$32M	+7%	676k	47.83	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$32M	+106%	275k	117.44	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$32M		80k	402.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$32M	-2%	764k	41.82	View chart
Shopify Cl A (SHOP)	0.0	$32M	-24%	298k	106.33	View chart
Southern Company (SO)	0.0	$32M	+4%	384k	82.32	View chart
Palo Alto Networks (PANW)	0.0	$32M	+74%	174k	181.96	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$32M	+201%	1.3M	23.68	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.0	$31M		3.1M	10.11	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$31M	+68%	45k	693.08	View chart
United Parcel Service CL B (UPS)	0.0	$31M		247k	126.10	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$31M	+7%	807k	38.42	View chart
Carrier Global Corporation (CARR)	0.0	$31M	-3%	450k	68.26	View chart
Morgan Stanley Com New (MS)	0.0	$30M	+9%	241k	125.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$30M	+3%	243k	124.96	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$30M	+74%	1.2M	24.29	View chart
Altria (MO)	0.0	$30M	+6%	566k	52.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$29M	+534%	319k	92.00	View chart
Bristol Myers Squibb (BMY)	0.0	$29M	+5%	518k	56.56	View chart
Danaher Corporation (DHR)	0.0	$29M		128k	229.55	View chart
Stryker Corporation (SYK)	0.0	$29M	+7%	81k	360.05	View chart
Citigroup Com New (C)	0.0	$29M	+7%	409k	70.39	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$28M		695k	40.49	View chart
Waste Management (WM)	0.0	$28M	+3%	139k	201.79	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$28M		257k	108.86	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$28M		1.1M	25.83	View chart
Digital Realty Trust (DLR)	0.0	$28M	-5%	157k	177.33	View chart
S&p Global (SPGI)	0.0	$28M	+7%	56k	498.03	View chart
Edwards Lifesciences (EW)	0.0	$27M	-5%	364k	74.03	View chart
ConocoPhillips (COP)	0.0	$27M	+9%	271k	99.17	View chart
Rbc Cad (RY)	0.0	$27M	+5%	222k	120.51	View chart
Novo-nordisk A S Adr (NVO)	0.0	$27M	+4%	309k	86.02	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$27M	NEW	1.0M	25.45	View chart
American Electric Power Company (AEP)	0.0	$26M	+3%	287k	92.23	View chart
O'reilly Automotive (ORLY)	0.0	$26M	+2%	22k	1185.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$26M	+18%	136k	190.88	View chart
Sap Se Spon Adr (SAP)	0.0	$26M	+10%	105k	246.21	View chart
Marriott Intl Cl A (MAR)	0.0	$26M	-5%	92k	278.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$26M	-4%	255k	100.34	View chart
Kla Corp Com New (KLAC)	0.0	$26M		40k	630.12	View chart
Analog Devices (ADI)	0.0	$26M	+2%	120k	212.46	View chart
Phillips 66 (PSX)	0.0	$25M		223k	113.93	View chart
EOG Resources (EOG)	0.0	$25M		207k	122.58	View chart
Paypal Holdings (PYPL)	0.0	$25M	+5%	297k	85.35	View chart

Past Filings by Creative Planning

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

Creative Planning 2024 Q4 filed Feb. 14, 2025
Creative Planning 2024 Q3 filed Oct. 11, 2024
Creative Planning 2024 Q2 filed Aug. 15, 2024
Creative Planning 2024 Q1 filed May 13, 2024
Creative Planning 2023 Q4 filed Feb. 14, 2024
Creative Planning 2023 Q3 filed Nov. 16, 2023
Creative Planning 2023 Q2 filed July 21, 2023
Creative Planning 2023 Q1 filed May 15, 2023
Creative Planning 2022 Q4 filed Feb. 10, 2023
Creative Planning 2022 Q3 filed Nov. 3, 2022
Creative Planning 2022 Q2 filed Aug. 15, 2022
Creative Planning 2022 Q1 filed May 16, 2022
Creative Planning 2021 Q4 filed Feb. 11, 2022
Creative Planning 2021 Q3 filed Nov. 10, 2021
Creative Planning 2021 Q2 filed Aug. 4, 2021
Creative Planning 2021 Q1 filed April 30, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z