Creative Planning
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,743 positions
VANGUARD INDEX FDS | 8.3M | $1.9B | 3.6% | $34.71 | +61.28% | 21 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TOTAL STOCK MARKET ETF | 8M | $1.9B | 3.5% | $163.31 | +40.40% | 21 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Intermediate-Term Corporate Bond ETF | 22.7M | $1.8B | 3.4% | $64.66 | +11.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 53.8M | $1.8B | 3.4% | $23.61 | +32.92% | 21 qtrssince 2018-Q4 | Increased 58 |
Apple Inc | 8.9M | $1.7B | 3.2% | $65.90 | +188.63% | 21 qtrssince 2018-Q4 | Increased 59 |
WISDOMTREE TR | 32.8M | $1.6B | 3.0% | $37.71 | +20.38% | 21 qtrssince 2018-Q4 | Increased 60 |
Schwab US Large-Cap ETF | 28.8M | $1.6B | 3.0% | $13.11 | +39.12% | 21 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Real Estate ETF | 18.4M | $1.6B | 3.0% | $68.80 | +16.57% | 21 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 26.5M | $1.5B | 2.7% | $40.11 | +34.78% | 21 qtrssince 2018-Q4 | Increased 56 |
SPDR S&P 500 ETF Trust | 3.1M | $1.5B | 2.7% | $349.37 | +31.74% | 21 qtrssince 2018-Q4 | Increased 56 |
VANGUARD MUN BD FDS | 24.8M | $1.3B | 2.3% | $45.26 | +3.67% | 21 qtrssince 2018-Q4 | Increased 63 |
iShares Core U.S. Aggregate Bond ETF | 12.6M | $1.2B | 2.3% | $87.17 | +3.08% | 21 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 18.2M | $1.2B | 2.1% | $46.89 | +26.94% | 16 qtrssince 2020-Q1 | Increased 55 |
ISHARES TR | 10.7M | $1.2B | 2.1% | $96.19 | +4.00% | 21 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 23.1M | $951.2M | 1.8% | $36.73 | +5.05% | 21 qtrssince 2018-Q4 | Increased 51 |
Berkshire Hathaway Inc | 2.7M | $950.6M | 1.8% | $208.82 | +70.80% | 21 qtrssince 2018-Q4 | Increased 51 |
SPDR INDEX SHS FDS | 25.5M | $901.2M | 1.7% | $29.18 | +13.49% | 21 qtrssince 2018-Q4 | Increased 51 |
Microsoft Corp | 2.4M | $889.3M | 1.6% | $180.26 | +104.25% | 21 qtrssince 2018-Q4 | Increased 52 |
SCHWAB STRATEGIC TR | 22.1M | $815.3M | 1.5% | $13.69 | +25.57% | 21 qtrssince 2018-Q4 | Increased 53 |
Real Estate Select Sector SPDR Fund | 19.9M | $796.8M | 1.5% | $33.53 | +8.96% | 21 qtrssince 2018-Q4 | Increased 64 |
Creative Planning manages $53.9B across 2743 positions as of Q4 2023. Top holdings: VO (3.6%), VTI (3.5%), VCIT (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 263 new positions, 356 exits, 1428 increased. Top move: XLRE (INCREASED, conviction 64). Portfolio: $53.9B across 2743 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