Creative Planning 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Creative Planning | Institutional Filer | ▲ 5.53% | $147.42B | 4076 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 4076)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 24.0M | $15.69B | 10.64% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 121.4M | $8.94B | 6.06% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 120.4M | $7.72B | 5.23% |
| 4 | SPDW | SPDR INDEX SHS FDS | — | 133.8M | $6.11B | 4.14% |
| 5 | SPMD | SPDR SERIES TRUST | — | 96.6M | $5.72B | 3.88% |
| 6 | IEMG | ISHARES INC | — | 77.7M | $5.42B | 3.67% |
| 7 | VV | VANGUARD INDEX FDS | — | 12.3M | $3.66B | 2.49% |
| 8 | AAPL | Apple Inc. | Technology | 12.2M | $3.08B | 2.09% |
| 9 | BSV | VANGUARD BD INDEX FDS | — | 37.4M | $2.93B | 1.99% |
| 10 | SPYM | SPDR SERIES TRUST | — | 33.7M | $2.58B | 1.75% |
| 11 | VO | VANGUARD INDEX FDS | — | 8.3M | $2.39B | 1.62% |
| 12 | AVDV | AMERICAN CENTY ETF TR | — | 23.8M | $2.37B | 1.61% |
| 13 | NVDA | NVIDIA Corporation | Technology | 13.6M | $2.36B | 1.60% |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | — | 27.0M | $2.24B | 1.52% |
| 15 | AVUV | AMERICAN CENTY ETF TR | — | 20.2M | $2.23B | 1.51% |
Showing 1 to 15 of 1000 holdings