Creative Planning
Institutional investor · Portfolio as of Q1 2022
Top Holdings2,392 positions
ISHARES TR | 16.7M | $7.6B | 11.7% | $290.05 | +46.86% | 14 qtrssince 2018-Q4 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 100.2M | $4.8B | 7.5% | $33.60 | +24.69% | 14 qtrssince 2018-Q4 | Increased 63 |
VANGUARD BD INDEX FDS | 39.4M | $3.1B | 4.9% | $72.15 | -5.24% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 53.3M | $3B | 4.6% | $43.15 | +16.49% | 14 qtrssince 2018-Q4 | Increased 63 |
VANGUARD INDEX FDS | 10.7M | $2.4B | 3.8% | $163.31 | +30.93% | 14 qtrssince 2018-Q4 | Increased 92 |
VANGUARD SCOTTSDALE FDS | 26M | $2.2B | 3.5% | $64.56 | +10.56% | 14 qtrssince 2018-Q4 | Increased 61 |
VANGUARD INDEX FDS | 20.1M | $2.2B | 3.4% | $68.50 | +33.32% | 14 qtrssince 2018-Q4 | Increased 61 |
SPDR | 44.7M | $2.1B | 3.3% | $34.75 | +26.72% | 14 qtrssince 2018-Q4 | Increased 62 |
VANGUARD INDEX FDS | 9.3M | $1.9B | 3.0% | $131.59 | +48.99% | 14 qtrssince 2018-Q4 | Increased 65 |
VANGUARD INDEX FDS | 7.3M | $1.7B | 2.7% | $32.60 | +70.55% | 14 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 14.1M | $1.5B | 2.3% | $87.14 | +5.65% | 14 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 42.8M | $1.5B | 2.3% | $22.90 | +30.09% | 14 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 7.7M | $1.3B | 2.1% | $49.46 | +245.27% | 14 qtrssince 2018-Q4 | Increased 58 |
WISDOMTREE TR | 23.2M | $1.2B | 1.9% | $37.08 | +18.45% | 14 qtrssince 2018-Q4 | Increased 56 |
SPDR SERIES TRUST | 21.8M | $1.2B | 1.8% | $38.34 | +30.17% | 14 qtrssince 2018-Q4 | Increased 65 |
STATE STR SPDR S&P 500 ETF T | 2.5M | $1.2B | 1.8% | $341.10 | +24.66% | 14 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 8.6M | $940.9M | 1.5% | $96.77 | -0.04% | 14 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.7M | $937.2M | 1.5% | $205.39 | +71.83% | 14 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INTL EQUITY INDEX F | 18.5M | $854.4M | 1.3% | $37.04 | +8.72% | 14 qtrssince 2018-Q4 | Increased 54 |
SCHWAB STRATEGIC TR | 28.6M | $712.8M | 1.1% | $15.94 | +36.89% | 14 qtrssince 2018-Q4 | Increased 80 |
Creative Planning manages $64.6B across 2392 positions as of Q1 2022. Top holdings: IVV (11.7%), VEA (7.5%), BND (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 354 new positions, 128 exits, 1147 increased. Top move: VTI (INCREASED, conviction 92). Portfolio: $64.6B across 2392 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR