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Calibercos shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Calibercos

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Calibercos by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 21k 0.62

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Calibercos

Mariner Wealth Advisors
Koshinski Asset Management
Fortitude Family Office
Capital Insight Partners
Geode Capital Management
1776 Wealth
Citadel Advisors
Creative Planning
Royal Bank of Canada
Renaissance Technologies
Vanguard Group
Bank of America Corporation
Tower Research Capital
Qube Research & Technologies
Jpmorgan Chase & Co

View all funds holding Calibercos