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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, VV, and represent 29.96% of Creative Planning's stock portfolio.
Added to shares of these 10 stocks: IDEV (+$335M), VEA (+$307M), AVUS (+$282M), SCHX (+$278M), BND (+$217M), AVUV (+$199M), SPSB (+$182M), AVEM (+$181M), IEMG (+$168M), DFAT (+$165M).
Started 316 new stock positions in KFY, CBZ, BOKF, RGCO, IMOS, FINV, AVDE, FEM, AGEN, BLDR.
Reduced shares in these 10 stocks: SPLG (-$76M), VTI (-$59M), META (-$22M), IEI (-$21M), , MUB (-$19M), VXF (-$15M), VOO (-$14M), VXUS (-$14M), VNQ (-$13M).
Sold out of its positions in POWW, ARKW, ARKX, AXTI, Abiomed, ACAD, Acelrx Pharmaceuticals, ADAP, MSOS, Akerna Corp.
Creative Planning was a net buyer of stock by $4.5B.
Creative Planning has $67B in assets under management (AUM), dropping by 24.56%.
Central Index Key (CIK): 0001540235

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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.

Sign up to view all of the Creative Planning Dec. 31, 2022 positions
Download the Creative Planning December 2022 csv data

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

Past Filings by Creative Planning

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

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
Creative Planning 2019 Q3 filed Nov. 1, 2019
Creative Planning 2019 Q2 filed July 26, 2019
Creative Planning 2019 Q1 filed April 24, 2019

View all past filings

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