Creative Planning
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,072 positions
VANGUARD TAX-MANAGED FDS | 67.3M | $2.8B | 9.9% | $29.70 | +10.23% | 2 qtrssince 2018-Q4 | Increased 64 |
VANGUARD SCOTTSDALE FDS | 26.8M | $2.3B | 8.4% | $62.66 | +5.13% | 2 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 7.5M | $2.1B | 7.7% | $224.01 | +13.08% | 2 qtrssince 2018-Q4 | Increased 64 |
ISHARES TR | 19.2M | $2.1B | 7.6% | $85.59 | +2.71% | 2 qtrssince 2018-Q4 | Increased 67 |
ISHARES INC | 36.5M | $1.9B | 6.8% | $38.94 | +8.92% | 2 qtrssince 2018-Q4 | Increased 65 |
VANGUARD INDEX FDS | 9M | $1.4B | 5.2% | $30.78 | +16.73% | 2 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 16.6M | $707.2M | 2.5% | $30.57 | +11.77% | 2 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3.5M | $707.1M | 2.5% | $204.09 | -1.57% | 2 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 15.4M | $683.6M | 2.5% | $15.62 | +15.70% | 2 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.8M | $677.6M | 2.4% | $57.27 | +15.31% | 2 qtrssince 2018-Q4 | Increased 60 |
SCHWAB STRATEGIC TR | 19.1M | $596.7M | 2.2% | $11.44 | +10.41% | 2 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 4.5M | $590.5M | 2.1% | $102.36 | +13.67% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4.3M | $477.4M | 1.7% | $90.03 | +2.35% | 2 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 6.6M | $430.7M | 1.6% | $47.49 | +10.53% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 7.1M | $429.3M | 1.5% | $44.14 | +10.87% | 2 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.3M | $427.6M | 1.5% | $37.39 | +20.94% | 2 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 12.6M | $419.5M | 1.5% | $27.04 | +9.83% | 2 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 2.1M | $404.6M | 1.5% | $29.61 | +14.48% | 2 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.4M | $384.2M | 1.4% | $223.02 | +13.53% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5.7M | $328.1M | 1.2% | $42.17 | +11.43% | 2 qtrssince 2018-Q4 | Decreased 0 |
Creative Planning manages $27.8B across 2072 positions as of Q1 2019. Top holdings: VEA (9.9%), VCIT (8.4%), IVV (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 173 new positions, 127 exits, 754 increased. Top move: AGG (INCREASED, conviction 67). Portfolio: $27.8B across 2072 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR