Creative Planning

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

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Portfolio Holdings for Creative Planning

Companies in the Creative Planning portfolio as of the June 2021 quarterly 13F filing

Creative Planning has 1975 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) 11.7 $6.2B +7% 14M 429.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.8 $4.7B +10% 90M 51.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.6 $3.0B +41% 35M 85.89
Ishares Core Msci Emkt (IEMG) 5.6 $3.0B +3% 44M 66.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.2 $2.2B 24M 95.07
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $1.8B -5% 16M 115.33
Vanguard Index Fds Large Cap Etf (VV) 3.3 $1.7B +17% 8.6M 200.75
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $1.7B +5% 17M 101.79
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.1 $1.6B +7% 35M 47.21
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $1.6B -5% 6.8M 237.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $1.6B +181% 3.7M 428.06
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $1.4B -3% 6.3M 222.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $1.3B 34M 36.79
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.7 $907M +11% 17M 54.48

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Ishares Tr National Mun Etf (MUB) 1.7 $887M +9% 7.6M 117.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $884M +42% 16M 54.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.3 $697M +5% 14M 50.33
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $627M +247% 6.0M 104.77
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $623M -6% 14M 45.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $580M +3% 13M 45.50
Vanguard Index Fds Small Cp Etf (VB) 0.9 $501M +58% 2.2M 225.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $496M -2% 15M 32.88
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.9 $483M -8% 3.7M 130.53
Ishares Tr Core Msci Intl (IDEV) 0.9 $457M -2% 6.8M 67.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $420M -3% 5.4M 78.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $376M -3% 9.5M 39.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $362M -2% 3.5M 103.97
Dimensional Etf Trust Us Small Cap Etf 0.6 $335M NEW 5.7M 58.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $329M -6% 4.4M 74.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $317M +3% 5.7M 55.30
Dimensional Etf Trust Us Targeted Vlu 0.6 $310M NEW 6.9M 44.80
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $249M +840% 1.3M 188.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $243M -5% 903k 268.73
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.4 $218M -2% 3.5M 61.32
Ishares Tr Msci Eafe Etf (EFA) 0.4 $209M -7% 2.7M 78.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $202M +70% 3.0M 67.81
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $199M -11% 5.5M 36.41
Roblox Corp Cl A (RBLX) 0.4 $196M +3123% 2.2M 89.98
Ishares Tr Core Msci Eafe (IEFA) 0.3 $176M +9% 2.3M 74.86
Ishares Tr Rus 1000 Etf (IWB) 0.3 $163M +37% 672k 242.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $147M 1.8M 82.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $146M +20% 370k 393.52
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $137M 3.1M 43.94
Procter & Gamble Company (PG) 0.3 $133M 989k 134.93
Global X Fds Glbl X Mlp Etf (MLPA) 0.2 $123M -3% 3.2M 38.65
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $122M +26% 1.1M 112.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $115M -22% 324k 354.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $114M +1385% 1.7M 65.68
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $102M NEW 2.0M 50.48
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $102M -8% 2.1M 49.35
Alphabet Cap Stk Cl C (GOOG) 0.2 $99M -14% 39k 2506.32
Charles Schwab Corporation (SCHW) 0.2 $98M 1.3M 72.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $96M -34% 355k 271.48
JPMorgan Chase & Co. (JPM) 0.2 $92M -2% 590k 155.54
Home Depot (HD) 0.2 $85M -15% 265k 318.89
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $84M -36% 529k 158.62
Ishares Gold Tr Ishares New (IAU) 0.2 $83M NEW 2.5M 33.71
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $77M 1.7M 45.68
Dimensional Etf Trust Us Equity Etf 0.1 $77M NEW 1.6M 47.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $76M +131% 1.2M 63.39
Ishares Tr Russell 2000 Etf (IWM) 0.1 $75M +72% 326k 229.37
Visa Com Cl A (V) 0.1 $74M -5% 317k 233.82
Exxon Mobil Corporation (XOM) 0.1 $73M -4% 1.2M 63.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $73M 471k 154.79
Intel Corporation (INTC) 0.1 $70M 1.2M 56.14
Coca-Cola Company (KO) 0.1 $69M -32% 1.3M 54.11
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $61M -9% 509k 120.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $61M 1.5M 41.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $60M 122k 491.01
Union Pacific Corporation (UNP) 0.1 $59M -11% 270k 219.93
Walt Disney Company (DIS) 0.1 $59M -41% 338k 175.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $59M -2% 568k 104.18
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $58M -3% 472k 122.28
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $56M -9% 567k 98.76
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $55M -4% 1.8M 30.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $54M 803k 67.26
McDonald's Corporation (MCD) 0.1 $53M -4% 231k 230.99
Bank of America Corporation (BAC) 0.1 $53M -21% 1.3M 41.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $52M -40% 123.00 418325.20
Boeing Company (BA) 0.1 $50M -12% 209k 239.56
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $50M +46% 656k 76.00
Vanguard Index Fds Value Etf (VTV) 0.1 $49M +17% 354k 137.46
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $49M -8% 1.2M 41.95
Pepsi (PEP) 0.1 $47M -63% 320k 148.17
Wal-Mart Stores (WMT) 0.1 $47M -10% 333k 141.02
Costco Wholesale Corporation (COST) 0.1 $47M 118k 395.67
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $45M -7% 1.4M 31.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $45M -40% 322k 140.50
American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $45M -2% 750k 60.08
Abbvie (ABBV) 0.1 $44M -12% 395k 112.64
Vanguard Index Fds Growth Etf (VUG) 0.1 $44M +9% 154k 286.81
Abbott Laboratories (ABT) 0.1 $44M -9% 381k 115.93
Broadstone Net Lease (BNL) 0.1 $43M -6% 1.8M 23.41
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $43M -40% 382k 113.20
Chevron Corporation (CVX) 0.1 $43M +12% 406k 104.74
Pfizer (PFE) 0.1 $42M +8% 1.1M 39.16
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $41M +102% 398k 101.97
Verizon Communications (VZ) 0.1 $40M -2% 705k 56.03
UnitedHealth (UNH) 0.1 $38M -8% 94k 400.44
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $38M -4% 94k 398.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $37M -4% 664k 55.15
Cisco Systems (CSCO) 0.1 $35M -6% 659k 53.00
Starbucks Corporation (SBUX) 0.1 $34M -6% 305k 111.81
Cerner Corporation (CERN) 0.1 $34M +5% 431k 78.16
Merck & Co (MRK) 0.1 $33M -2% 430k 77.77
At&t (T) 0.1 $33M -13% 1.2M 28.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $33M -10% 215k 150.73
Ishares Tr Select Divid Etf (DVY) 0.1 $32M +10% 274k 116.62
Qualcomm (QCOM) 0.1 $32M -16% 223k 142.93
Mastercard Incorporated Cl A (MA) 0.1 $31M -11% 86k 365.09
Shopify Cl A (SHOP) 0.1 $31M -23% 21k 1461.01
Lowe's Companies (LOW) 0.1 $31M 159k 193.97
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $31M -35% 382k 79.98
Dover Corporation (DOV) 0.1 $31M -3% 203k 150.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $31M -15% 420k 72.73
Nextera Energy (NEE) 0.1 $30M -4% 412k 73.28
Tyler Technologies (TYL) 0.1 $30M +6% 66k 452.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $30M 285k 104.27
Ishares Tr Cohen Steer Reit (ICF) 0.1 $30M -4% 452k 65.35
Oracle Corporation (ORCL) 0.1 $29M -22% 374k 77.84
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $29M 465k 62.51
Amgen (AMGN) 0.1 $29M +5% 118k 243.75
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $28M -6% 344k 82.31
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $28M NEW 749k 37.60
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $28M +10% 482k 58.36
Adobe Systems Incorporated (ADBE) 0.1 $28M -39% 48k 585.65
Paypal Holdings (PYPL) 0.1 $28M -24% 95k 291.48
Caterpillar (CAT) 0.1 $28M -19% 127k 217.63
Netflix (NFLX) 0.1 $28M -28% 52k 528.21
International Business Machines (IBM) 0.1 $27M 187k 146.59
Nike CL B (NKE) 0.1 $27M -12% 177k 154.49
Eli Lilly & Co. (LLY) 0.1 $27M -67% 119k 229.52
salesforce (CRM) 0.1 $27M -19% 112k 244.27
3M Company (MMM) 0.1 $27M +2% 135k 198.63
Target Corporation (TGT) 0.1 $27M +34% 110k 241.74
Ishares Tr Core High Dv Etf (HDV) 0.0 $26M -15% 273k 96.53
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $26M -5% 142k 184.12
Accenture Plc Ireland Shs Class A (ACN) 0.0 $26M -10% 89k 294.79
Goldman Sachs Bdc SHS (GSBD) 0.0 $25M +16% 1.3M 19.60
Honeywell International (HON) 0.0 $25M -4% 114k 219.35
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $25M 476k 52.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $24M 302k 79.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $24M -37% 105k 226.78
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $24M +64% 366k 64.73
Select Sector Spdr Tr Technology (XLK) 0.0 $24M 159k 147.66
Spdr Ser Tr Spdr Bloomberg (BIL) 0.0 $23M +26% 250k 91.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $23M -24% 131k 173.66
Us Bancorp Del Com New (USB) 0.0 $22M +20% 389k 56.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $22M +81% 149k 145.96
Comcast Corp Cl A (CMCSA) 0.0 $22M +2% 380k 57.02
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $22M +35% 352k 61.43
Crowdstrike Hldgs Cl A (CRWD) 0.0 $22M -17% 86k 251.31
Texas Instruments Incorporated (TXN) 0.0 $21M -7% 112k 192.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $21M 242k 88.04
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $21M -5% 284k 73.61
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $21M -4% 60k 344.94
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $21M +19% 151k 136.45
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $21M -40% 319k 64.14
Broadcom (AVGO) 0.0 $20M -7% 43k 476.84
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $20M -8% 352k 56.87
Duke Energy Corp Com New (DUK) 0.0 $20M -6% 202k 98.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $20M -13% 362k 54.60
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $20M -6% 508k 38.66
Vanguard World Mega Grwth Ind (MGK) 0.0 $19M -6% 84k 231.37
Raytheon Technologies Corp (RTX) 0.0 $19M +2% 224k 85.31
Lockheed Martin Corporation (LMT) 0.0 $19M +6% 51k 378.35
Danaher Corporation (DHR) 0.0 $19M +50% 71k 268.37
Philip Morris International (PM) 0.0 $19M -23% 189k 99.11
Bristol Myers Squibb (BMY) 0.0 $18M -18% 275k 66.82
Ishares Esg Awr Msci Em (ESGE) 0.0 $18M -35% 405k 45.15
Altria (MO) 0.0 $18M -16% 380k 47.68
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $18M -3% 313k 57.32
Enterprise Products Partners (EPD) 0.0 $18M -36% 739k 24.13
Intuit (INTU) 0.0 $18M -34% 36k 490.16
Helen Of Troy (HELE) 0.0 $18M 78k 228.12
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $17M -27% 56k 311.70
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $17M +471% 313k 54.72
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.0 $17M -22% 581k 29.35
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $17M -3% 161k 105.43
Ishares Em Mkts Div Etf (DVYE) 0.0 $17M -7% 424k 38.85
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $16M -52% 847k 19.25
Automatic Data Processing (ADP) 0.0 $16M -2% 82k 198.61
Ishares Tr Tips Bd Etf (TIP) 0.0 $16M -14% 126k 128.01
Thermo Fisher Scientific (TMO) 0.0 $16M -15% 32k 504.46
Illinois Tool Works (ITW) 0.0 $16M -5% 71k 223.57
American Express Company (AXP) 0.0 $16M +7% 94k 165.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $16M +8% 206k 75.62
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $16M -8% 229k 67.98
Advanced Micro Devices (AMD) 0.0 $15M -80% 164k 93.93
Zscaler Incorporated (ZS) 0.0 $15M +2% 71k 216.06
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $15M -4% 189k 80.93
Ishares Tr Esg Aware Msci (ESML) 0.0 $15M -37% 373k 40.37
Deere & Company (DE) 0.0 $15M -21% 42k 352.72
Reliance Steel & Aluminum (RS) 0.0 $15M -24% 99k 150.90
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $15M -5% 142k 104.89
Southwest Airlines (LUV) 0.0 $15M +4% 279k 53.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $14M -14% 118k 120.16
Truist Financial Corp equities (TFC) 0.0 $14M -10% 254k 55.50
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $14M -5% 182k 75.54
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.0 $14M NEW 219k 62.50
Southern Company (SO) 0.0 $14M -10% 225k 60.51
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $14M -11% 57k 236.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $14M 215k 62.97
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $14M 92k 147.64
American Tower Reit (AMT) 0.0 $13M +4% 49k 270.13
Blackstone Group Inc Com Cl A (BX) 0.0 $13M -18% 136k 97.14
Mondelez Intl Cl A (MDLZ) 0.0 $13M +2% 211k 62.44
Medtronic SHS (MDT) 0.0 $13M -27% 106k 124.13
CSX Corporation (CSX) 0.0 $13M +165% 408k 32.08
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $13M -5% 425k 30.43
Dominion Resources (D) 0.0 $13M +64% 174k 73.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $13M -8% 154k 82.71
Cleveland-cliffs (CLF) 0.0 $13M -22% 588k 21.56
Servicenow (NOW) 0.0 $13M +20% 23k 549.56
Paychex (PAYX) 0.0 $13M +9% 117k 107.30
Vanguard World Fds Health Car Etf (VHT) 0.0 $12M +3% 50k 247.12
General Electric Company (GE) 0.0 $12M -11% 919k 13.46
Intuitive Surgical Com New (ISRG) 0.0 $12M -9% 13k 919.61
Edwards Lifesciences (EW) 0.0 $12M 119k 103.57
Ishares Tr Russell 3000 Etf (IWV) 0.0 $12M +107% 48k 255.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $12M -12% 42k 289.78
Twilio Cl A (TWLO) 0.0 $12M +3% 30k 394.16
Veeva Sys Cl A Com (VEEV) 0.0 $12M -36% 38k 310.96
Emerson Electric (EMR) 0.0 $12M -18% 121k 96.24
Waste Management (WM) 0.0 $12M -3% 83k 140.10
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $12M -14% 228k 50.98
Citigroup Com New (C) 0.0 $12M -77% 163k 70.75
Roku Com Cl A (ROKU) 0.0 $12M -9% 25k 459.27
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $11M -8% 86k 132.63
CVS Caremark Corporation (CVS) 0.0 $11M -11% 137k 83.44
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $11M -48% 385k 29.30
Pacer Fds Tr Trendpilot Intl (PTIN) 0.0 $11M NEW 389k 28.94
Spdr Ser Tr Blomberg Brc Int (BWZ) 0.0 $11M -6% 354k 31.75
Goldman Sachs (GS) 0.0 $11M -15% 30k 379.54
Microvision Inc Del Com New Call Option (MVIS) 0.0 $11M +11% 756k 14.75
Commerce Bancshares (CBSH) 0.0 $11M -26% 149k 74.56
Rbc Cad (RY) 0.0 $11M -8% 109k 101.31
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $11M 161k 68.37
Fidelity National Information Services (FIS) 0.0 $11M -5% 76k 141.68
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $11M +8% 62k 173.42
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $11M -44% 274k 39.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $11M +5% 104k 103.61
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $11M NEW 192k 55.32
Ishares Silver Tr Ishares (SLV) 0.0 $10M +37% 430k 24.22
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $10M -5% 148k 69.97
Stryker Corporation (SYK) 0.0 $10M -5% 40k 259.72
Ishares Tr U.s. Tech Etf (IYW) 0.0 $10M -6% 104k 99.40
Ishares Em Mkt Sm-cp Etf (EEMS) 0.0 $10M 159k 62.68
Cincinnati Financial Corporation (CINF) 0.0 $9.9M +293% 85k 116.62
SYSCO Corporation (SYY) 0.0 $9.9M -8% 127k 77.75

Past Filings by Creative Planning

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

View all past filings