Creative Planning
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,908 positions
ISHARES TR | 9.8M | $2.5B | 9.0% | $229.12 | +2.80% | 6 qtrssince 2018-Q4 | Increased 74 |
VANGUARD TAX-MANAGED FDS | 70.2M | $2.3B | 8.3% | $30.11 | -8.38% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 23.7M | $2.1B | 7.3% | $63.14 | +8.18% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 17.8M | $2.1B | 7.3% | $86.87 | +9.91% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 37.5M | $1.5B | 5.4% | $39.49 | -13.54% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.4M | $979M | 3.5% | $30.78 | -2.74% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.5M | $964.7M | 3.4% | $117.83 | -0.18% | 6 qtrssince 2018-Q4 | Increased 94 |
VANGUARD INDEX FDS | 6.2M | $729.4M | 2.6% | $104.43 | +3.64% | 6 qtrssince 2018-Q4 | Increased 70 |
VANGUARD INDEX FDS | 10.3M | $716.3M | 2.5% | $59.97 | -8.25% | 6 qtrssince 2018-Q4 | Increased 56 |
SPDR INDEX SHS FDS | 26.7M | $639.9M | 2.3% | $20.08 | -1.55% | 6 qtrssince 2018-Q4 | Increased 87 |
BERKSHIRE HATHAWAY INC DEL | 3.3M | $611.7M | 2.2% | $204.43 | -10.57% | 6 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.1M | $526.1M | 1.9% | $37.39 | +64.02% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.9M | $523.1M | 1.9% | $107.80 | +7.45% | 6 qtrssince 2018-Q4 | Increased 52 |
SCHWAB STRATEGIC TR | 15M | $491M | 1.7% | $15.45 | -11.21% | 6 qtrssince 2018-Q4 | Increased 54 |
SPDR SER TR | 19.3M | $487.8M | 1.7% | $28.53 | -19.35% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.9M | $440.4M | 1.6% | $90.74 | +5.71% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 12.2M | $407.7M | 1.4% | $30.89 | -9.68% | 6 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 12.7M | $329.2M | 1.2% | $11.64 | -7.69% | 6 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 3.7M | $317.4M | 1.1% | $65.47 | +7.24% | 6 qtrssince 2018-Q4 | Increased 67 |
SCHWAB STRATEGIC TR | 15.3M | $316.8M | 1.1% | $18.33 | -5.31% | 6 qtrssince 2018-Q4 | Increased 79 |
Creative Planning manages $28.2B across 1908 positions as of Q1 2020. Top holdings: IVV (9.0%), VEA (8.3%), VCIT (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 135 new positions, 280 exits, 597 increased. Top move: VTI (INCREASED, conviction 94). Portfolio: $28.2B across 1908 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