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Etf Calvert Us Mid-cap Core shares owned by Creative Planning

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Etf Calvert Us Mid-cap Core

Tip: Access up to 7 years of quarterly data

All positions including Etf Calvert Us Mid-cap Core held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Calvert Us Mid-cap Core by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $656k 10k 63.49
2025-06-30 $627k 10k 60.70
2025-03-31 $586k 10k 56.72
2024-12-31 $614k 10k 59.41

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 Etf Calvert Us Mid-cap Core

Morgan Stanley
First Pacific Financial
Financial Engines Advisors L.L.C
LongView Asset Management
Archer Investment Management
Northwestern Mutual Wealth Management Company
Joel Adams & Associates
Summit Investment Advisors
CWM
Colorado Capital Management
Commonwealth Equity Services
Creative Planning
BBR Partners
Sandbox Financial Partners
Private Advisor

View all funds holding Etf Calvert Us Mid-cap Core