Creative Planning »

Caredx shares owned by Creative Planning

Quarter-by-quarter ownership of Caredx (CDNA) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Caredx

Tip: Access up to 7 years of quarterly data

All positions including Caredx held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caredx by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 28k 14.54
2024-09-30 $204k 6.5k 31.22
2023-03-31 $484 53 9.15

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Caredx

BlackRock
Vanguard Group
Bamco
State Street Corporation
Ophir Asset Management Pty
Deerfield Management Company
Braidwell
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Gagnon Securities
Geode Capital Management
Dimensional Fund Advisors
Renaissance Technologies
Connor, Clark & Lunn Investment Management

View all funds holding Caredx