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Fundx shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Fundx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fundx by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $855k 15k 55.34
2023-09-30 $762k 15k 49.33
2023-06-30 $796k 15k 51.52
2023-03-31 $742k 15k 48.06
2022-12-31 $754k 15k 48.86

More positions owned by Creative Planning

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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Fundx

One Capital Management
Gts Securities
Creative Planning
First American Trust

View all funds holding Fundx