Creative Planning
Institutional investor · Portfolio as of Q3 2020
Top Holdings2,194 positions
ISHARES TR | 10.7M | $3.6B | 9.4% | $234.95 | +31.51% | 8 qtrssince 2018-Q4 | Increased 65 |
VANGUARD TAX-MANAGED FDS | 73.3M | $3B | 7.8% | $30.22 | +13.15% | 8 qtrssince 2018-Q4 | Increased 62 |
VANGUARD SCOTTSDALE FDS | 24.4M | $2.3B | 6.1% | $63.56 | +19.89% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 39.6M | $2.1B | 5.5% | $39.59 | +12.32% | 8 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 16.9M | $2B | 5.2% | $86.87 | +13.75% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.3M | $1.3B | 3.3% | $30.80 | +31.15% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7M | $1.2B | 3.1% | $117.83 | +33.02% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 13M | $1.1B | 3.0% | $71.05 | +3.31% | 8 qtrssince 2018-Q4 | Increased 84 |
VANGUARD INDEX FDS | 7.1M | $1.1B | 2.9% | $108.05 | +33.44% | 8 qtrssince 2018-Q4 | Increased 55 |
VANGUARD INDEX FDS | 12.5M | $986.2M | 2.6% | $60.48 | +4.67% | 8 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 33.6M | $983.3M | 2.6% | $20.73 | +17.86% | 8 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 8.3M | $964.4M | 2.5% | $38.59 | +190.83% | 8 qtrssince 2018-Q4 | Increased 88 |
SPDR SER TR | 25.1M | $817.6M | 2.1% | $28.65 | +4.20% | 8 qtrssince 2018-Q4 | Increased 60 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $672.7M | 1.8% | $204.53 | +4.11% | 8 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 5.7M | $655.9M | 1.7% | $93.27 | +6.66% | 8 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 4.5M | $603.2M | 1.6% | $108.95 | +7.11% | 8 qtrssince 2018-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 14.6M | $517.5M | 1.4% | $15.45 | -2.77% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 11.2M | $483.8M | 1.3% | $30.89 | +18.04% | 8 qtrssince 2018-Q4 | Decreased 0 |
WISDOMTREE TR | 11.5M | $475.2M | 1.2% | $31.61 | +2.32% | 8 qtrssince 2018-Q4 | Increased 53 |
SPDR SER TR | 11.3M | $446.3M | 1.2% | $29.25 | +23.73% | 8 qtrssince 2018-Q4 | Increased 51 |
Creative Planning manages $38.3B across 2194 positions as of Q3 2020. Top holdings: IVV (9.4%), VEA (7.8%), VCIT (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 250 new positions, 120 exits, 1009 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $38.3B across 2194 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