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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 31.84% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: BND (+$405M), XLRE (+$133M), IEMG (+$124M), SPSB (+$117M), VTEB (+$84M), VEA (+$76M), SPMD (+$73M), VV (+$63M), MUB (+$60M), SCHR (+$60M).
Started 446 new stock positions in CASS, CATC, BYSI, GBAB, MTR, SPRU, YOLO, HYT, ZYNE, OLLI.
Reduced shares in these 10 stocks: VTI (-$80M), SPY (-$64M), BRK.A (-$55M), VNQ (-$45M), AMLP (-$30M), AVUS (-$21M), SCHH (-$20M), TSLA (-$18M), MLPA (-$18M), MDY (-$18M).
Sold out of its positions in ADMA, Amc Entmt Hldgs Inc Cl A, ABCL, AEF, Adial Pharmaceuticals, ALGM, American Finance Trust Inc ltd partnership, AREC, AMSF, AMKR.
Creative Planning was a net buyer of stock by $2.8B.
Creative Planning has $75B in assets under management (AUM), dropping by 19.52%.
Central Index Key (CIK): 0001540235

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Portfolio Holdings for Creative Planning

Creative Planning holds 2808 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Creative Planning has 2808 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Planning Sept. 30, 2023 positions
Download the Creative Planning September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.5	$8.6B		20M	429.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.3	$5.4B		124M	43.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.2	$3.9B	+11%	56M	69.78	View chart
Ishares Core Msci Emkt (IEMG)	4.5	$3.3B	+3%	70M	47.59	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.5	$2.6B	+2%	60M	43.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.4	$2.5B	+2%	13M	195.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$1.8B	-4%	8.3M	212.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$1.8B		23M	75.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.3	$1.7B		8.3M	208.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$1.7B	+2%	54M	31.01	View chart
Apple (AAPL)	2.1	$1.6B		9.1M	171.21	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.0	$1.5B	+2%	32M	46.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.0	$1.5B		29M	50.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.9	$1.5B	-2%	19M	75.66	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.7	$1.3B	+2%	26M	50.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$1.3B	-4%	3.0M	427.47	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$1.2B	+5%	12M	102.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$1.1B	+4%	12M	94.04	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$1.0B		18M	58.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$1.0B	+8%	22M	48.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$928M		2.6M	350.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$898M		23M	39.21	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$838M	+4%	25M	33.57	View chart
Microsoft Corporation (MSFT)	1.0	$718M	+8%	2.3M	315.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$711M	+3%	21M	33.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$693M		10M	67.68	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.8	$619M	+23%	21M	29.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$603M		25M	23.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$599M		13M	45.69	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$531M	-3%	30M	17.75	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.7	$515M	+34%	15M	34.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$514M		9.8M	52.49	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$433M	+9%	7.6M	57.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$408M		3.9M	103.32	View chart
Amazon (AMZN)	0.5	$377M	+7%	3.0M	127.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$357M	+14%	908k	392.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$356M	+5%	4.6M	77.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$355M		1.9M	189.07	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$295M	-2%	5.2M	56.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$249M	+4%	4.3M	57.85	View chart
NVIDIA Corporation (NVDA)	0.3	$248M	+3%	570k	434.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$244M	+2%	980k	249.35	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$229M	-2%	2.0M	113.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$229M	+15%	1.7M	131.85	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$223M	+4%	7.1M	31.45	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$220M	-3%	2.3M	94.19	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$210M		3.9M	53.48	View chart
Tesla Motors (TSLA)	0.3	$210M	-7%	839k	250.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$208M	+5%	1.6M	130.86	View chart
Exxon Mobil Corporation (XOM)	0.3	$202M	+11%	1.7M	117.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$198M	+17%	1.9M	102.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$193M	-4%	538k	358.27	View chart
Procter & Gamble Company (PG)	0.3	$188M	+5%	1.3M	145.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$184M	+11%	2.9M	64.35	View chart
Meta Platforms Cl A (META)	0.2	$182M	+6%	605k	300.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$166M	+14%	1.1M	145.02	View chart
Johnson & Johnson (JNJ)	0.2	$162M	+11%	1.0M	155.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$156M		2.3M	68.92	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$152M		646k	234.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$151M	+24%	971k	155.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$147M		4.3M	34.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$142M	+7%	1.5M	94.33	View chart
Home Depot (HD)	0.2	$137M	+2%	454k	302.16	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.2	$134M	-4%	2.9M	45.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$130M	-13%	1.8M	73.26	View chart
Pepsi (PEP)	0.2	$129M	+16%	762k	169.44	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$124M		3.4M	36.90	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$124M	-12%	272k	456.64	View chart
Visa Com Cl A (V)	0.2	$120M	+7%	520k	230.01	View chart
Costco Wholesale Corporation (COST)	0.1	$111M	+7%	197k	564.96	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$111M	-21%	2.6M	42.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$108M		405k	265.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$104M	+8%	591k	176.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$101M	+31%	2.4M	41.42	View chart
Abbvie (ABBV)	0.1	$100M	+10%	673k	149.06	View chart
UnitedHealth (UNH)	0.1	$99M	+11%	196k	504.19	View chart
Coca-Cola Company (KO)	0.1	$98M	+12%	1.8M	55.98	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$96M		1.6M	61.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$96M	+7%	1.4M	70.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$96M	+29%	241k	395.92	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$95M	-15%	2.1M	44.59	View chart
Merck & Co (MRK)	0.1	$92M	+27%	893k	102.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$91M	-12%	1.7M	52.79	View chart
Chevron Corporation (CVX)	0.1	$90M	+6%	535k	168.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$88M		2.7M	32.62	View chart
Eli Lilly & Co. (LLY)	0.1	$87M	+8%	162k	537.13	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$85M	-2%	2.3M	37.48	View chart
McDonald's Corporation (MCD)	0.1	$85M		322k	263.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$84M		1.1M	75.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$81M		1.7M	46.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$80M	+21%	260k	307.11	View chart
Abbott Laboratories (ABT)	0.1	$80M	+23%	820k	96.85	View chart
Wal-Mart Stores (WMT)	0.1	$79M	+5%	495k	159.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$78M	+11%	566k	137.93	View chart
Bank of America Corporation (BAC)	0.1	$78M	-9%	2.8M	27.38	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$77M	+348%	1.6M	47.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$75M	+84%	147k	509.90	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$74M	+97%	722k	102.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$74M	-2%	485k	151.82	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$72M	-12%	1.3M	55.65	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$71M	+3%	772k	91.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$71M	+5%	492k	143.33	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$68M		1.7M	40.96	View chart
Oracle Corporation (ORCL)	0.1	$65M	+9%	615k	105.92	View chart
Cisco Systems (CSCO)	0.1	$61M	+9%	1.1M	53.76	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$61M	-6%	2.2M	27.36	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$61M	+14%	526k	115.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$60M	+4%	220k	272.31	View chart
Broadcom (AVGO)	0.1	$60M	+27%	72k	830.58	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$59M	+4%	1.2M	50.44	View chart
Thermo Fisher Scientific (TMO)	0.1	$59M	+45%	117k	506.17	View chart
Nike CL B (NKE)	0.1	$59M	+40%	612k	95.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$55M	+4%	1.1M	51.87	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$54M	+30%	242k	224.15	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$53M	+17%	128k	414.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$52M	-5%	910k	57.61	View chart
Nextera Energy (NEE)	0.1	$52M	+26%	915k	57.29	View chart
Comcast Corp Cl A (CMCSA)	0.1	$52M	+34%	1.2M	44.34	View chart
Boeing Company (BA)	0.1	$51M	+3%	268k	191.68	View chart
Eaton Corp SHS (ETN)	0.1	$51M	+40%	240k	213.28	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$51M	+3%	1.7M	30.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$50M	+8%	864k	57.93	View chart
Pfizer (PFE)	0.1	$49M	+4%	1.5M	33.17	View chart
Lockheed Martin Corporation (LMT)	0.1	$49M	+49%	119k	408.96	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$48M	+49%	478k	100.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$48M	+104%	635k	75.15	View chart
Union Pacific Corporation (UNP)	0.1	$47M		231k	203.63	View chart
Lam Research Corporation (LRCX)	0.1	$46M	+52%	73k	626.77	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$46M	-4%	1.4M	32.25	View chart
Caterpillar (CAT)	0.1	$46M	+3%	167k	273.00	View chart
Novartis Sponsored Adr (NVS)	0.1	$46M	+48%	448k	101.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$45M	-8%	1.6M	28.20	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$44M	+34%	637k	69.40	View chart
Intel Corporation (INTC)	0.1	$44M	+2%	1.2M	35.55	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$43M	-5%	388k	110.47	View chart
Qualcomm (QCOM)	0.1	$43M	+6%	385k	111.06	View chart
Amgen (AMGN)	0.1	$43M	+10%	159k	268.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$42M	+75%	122k	347.74	View chart
Netflix (NFLX)	0.1	$42M		111k	377.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$41M		313k	130.96	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$41M	+70%	681k	60.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$41M	-2%	1.8M	22.57	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$41M	+5%	655k	61.89	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$41M	+2%	1.2M	33.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$40M	+18%	555k	72.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$40M		533k	75.17	View chart
Starbucks Corporation (SBUX)	0.1	$39M	+18%	432k	91.26	View chart
Honeywell International (HON)	0.1	$39M	+22%	213k	184.74	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$39M		541k	72.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$39M		241k	159.52	View chart
Chubb (CB)	0.1	$39M	+86%	185k	208.18	View chart
Phillips 66 (PSX)	0.1	$38M	+38%	320k	120.15	View chart
Lowe's Companies (LOW)	0.1	$38M	+8%	184k	207.84	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$38M	+6%	391k	96.92	View chart
Wells Fargo & Company (WFC)	0.1	$38M	+33%	925k	40.86	View chart
United Parcel Service CL B (UPS)	0.0	$37M	+6%	239k	155.87	View chart
McKesson Corporation (MCK)	0.0	$37M	+38%	85k	434.85	View chart
Ford Motor Company (F)	0.0	$36M	+45%	2.9M	12.42	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$36M		628k	56.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$36M	+3%	942k	37.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$36M	+8%	334k	106.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$35M		708k	49.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$35M	-5%	383k	91.35	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$34M	+5%	497k	69.25	View chart
International Business Machines (IBM)	0.0	$34M	+7%	243k	140.30	View chart
Amphenol Corp Cl A (APH)	0.0	$34M	+69%	401k	83.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$33M	+5%	489k	68.42	View chart
Verizon Communications (VZ)	0.0	$33M	+27%	1.0M	32.41	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$33M		480k	69.13	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$33M	+6%	145k	226.90	View chart
Bentley Sys Com Cl B (BSY)	0.0	$33M		653k	50.16	View chart
Dover Corporation (DOV)	0.0	$33M	+12%	233k	139.51	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$32M	+2%	1.3M	23.82	View chart
Digital Realty Trust (DLR)	0.0	$31M	+955%	257k	121.02	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$31M	+8%	796k	38.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$31M	+6%	179k	171.45	View chart
Enbridge (ENB)	0.0	$30M	+83%	908k	33.27	View chart
Advanced Micro Devices (AMD)	0.0	$30M	+8%	291k	102.82	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$30M	-9%	278k	107.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$30M	+8%	181k	163.93	View chart
EOG Resources (EOG)	0.0	$30M	-3%	233k	126.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$29M		1.1M	26.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$29M	+11%	202k	141.69	View chart
Air Products & Chemicals (APD)	0.0	$29M	+51%	101k	283.40	View chart
Raytheon Technologies Corp (RTX)	0.0	$29M	+5%	396k	71.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$28M	-8%	813k	34.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$28M	-6%	527k	53.52	View chart
Pioneer Natural Resources (PXD)	0.0	$28M	-4%	122k	229.55	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$28M	+1261%	316k	88.80	View chart
Automatic Data Processing (ADP)	0.0	$28M	+20%	116k	240.58	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$28M	-2%	276k	100.93	View chart
Us Bancorp Del Com New (USB)	0.0	$28M	+22%	837k	33.06	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$28M	-2%	546k	50.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$28M	+16%	553k	49.83	View chart
Deere & Company (DE)	0.0	$28M	+12%	73k	377.38	View chart
Icon SHS (ICLR)	0.0	$27M	+71%	110k	246.25	View chart
Wright Express (WEX)	0.0	$27M	+110%	144k	188.09	View chart
Nucor Corporation (NUE)	0.0	$27M	+60%	172k	156.35	View chart
Philip Morris International (PM)	0.0	$27M	+7%	290k	92.58	View chart
Danaher Corporation (DHR)	0.0	$27M	+14%	108k	248.10	View chart
Akamai Technologies (AKAM)	0.0	$26M	+47%	247k	106.53	View chart
Skyworks Solutions (SWKS)	0.0	$26M	+78%	263k	98.59	View chart
Airbnb Com Cl A (ABNB)	0.0	$26M	-6%	188k	137.21	View chart
American Electric Power Company (AEP)	0.0	$26M	+75%	342k	75.22	View chart
Texas Instruments Incorporated (TXN)	0.0	$26M	+11%	162k	159.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$26M		119k	214.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$24M	-6%	145k	167.38	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$24M	+98%	58k	408.60	View chart
ConocoPhillips (COP)	0.0	$24M	+6%	198k	119.80	View chart
Carrier Global Corporation (CARR)	0.0	$24M	-8%	426k	55.20	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$24M	+6%	420k	55.97	View chart
Intuit (INTU)	0.0	$23M	+4%	46k	510.94	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$23M	+5%	393k	59.28	View chart
Applied Materials (AMAT)	0.0	$23M	+6%	168k	138.45	View chart
Charles Schwab Corporation (SCHW)	0.0	$23M		421k	54.90	View chart
Duke Energy Corp Com New (DUK)	0.0	$23M	+13%	259k	88.26	View chart
Waste Management (WM)	0.0	$23M	+17%	149k	152.44	View chart
TJX Companies (TJX)	0.0	$22M	+12%	253k	88.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$22M	-3%	237k	93.91	View chart
Hasbro (HAS)	0.0	$22M	+146%	337k	66.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$22M		207k	107.14	View chart
Marathon Petroleum Corp (MPC)	0.0	$22M	+2%	144k	151.34	View chart
Goldman Sachs (GS)	0.0	$22M	+3%	67k	323.57	View chart
Crown Castle Intl (CCI)	0.0	$22M	+73%	234k	92.03	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$21M	-6%	260k	82.41	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$21M	+469%	709k	30.15	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$21M	+6%	213k	98.89	View chart
Bristol Myers Squibb (BMY)	0.0	$21M	+5%	363k	58.04	View chart
At&t (T)	0.0	$21M	+10%	1.4M	15.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$21M	+14%	106k	194.77	View chart
Snowflake Cl A (SNOW)	0.0	$20M	+134%	134k	152.77	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$20M	+6%	223k	91.42	View chart
Constellation Brands Cl A (STZ)	0.0	$20M	+60%	80k	251.33	View chart
Stryker Corporation (SYK)	0.0	$20M	+5%	73k	273.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$20M	-18%	419k	47.28	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$20M	+8%	507k	38.93	View chart
FedEx Corporation (FDX)	0.0	$20M	+11%	74k	264.90	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$19M	+18%	520k	37.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$19M		58k	334.95	View chart
American Express Company (AXP)	0.0	$19M	+4%	129k	149.19	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$19M	-4%	383k	50.16	View chart
Altria (MO)	0.0	$19M		456k	42.05	View chart
Southern Company (SO)	0.0	$19M	+4%	296k	64.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$19M	-6%	183k	103.72	View chart
Illinois Tool Works (ITW)	0.0	$19M	-8%	82k	230.31	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$19M		771k	24.34	View chart
Enterprise Products Partners (EPD)	0.0	$19M	-2%	681k	27.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$19M		288k	64.47	View chart
General Electric Com New (GE)	0.0	$18M	+8%	166k	110.55	View chart
Zscaler Incorporated (ZS)	0.0	$18M		118k	155.59	View chart

Past Filings by Creative Planning

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

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
Creative Planning 2020 Q2 filed July 23, 2020
Creative Planning 2020 Q1 filed May 5, 2020
Creative Planning 2019 Q4 filed Jan. 30, 2020

View all past filings

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