Creative Planning
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,582 positions
iShares Core S&P 500 ETF | 21.7M | $12.7B | 12.4% | $323.82 | +78.02% | 25 qtrssince 2018-Q4 | Increased 63 |
VANGUARD BD INDEX FDS | 100.6M | $7.2B | 7.0% | $68.09 | -0.75% | 25 qtrssince 2018-Q4 | Increased 68 |
VANGUARD TAX-MANAGED FDS | 143.3M | $6.9B | 6.7% | $36.34 | +25.99% | 25 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 77M | $4.2B | 4.1% | $39.60 | +34.77% | 25 qtrssince 2018-Q4 | Increased 62 |
ISHARES INC | 70.7M | $3.7B | 3.6% | $43.46 | +16.89% | 25 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 12.7M | $3.4B | 3.3% | $142.02 | +86.12% | 25 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 10.3M | $2.6B | 2.5% | $87.40 | +184.47% | 25 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 68.7M | $2.3B | 2.3% | $25.64 | +26.77% | 25 qtrssince 2018-Q4 | Increased 69 |
VANGUARD INDEX FDS | 8.1M | $2.1B | 2.1% | $34.79 | +85.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 30.4M | $2.1B | 2.0% | $43.12 | +56.68% | 25 qtrssince 2018-Q4 | Increased 56 |
VANGUARD SCOTTSDALE FDS | 24.6M | $2B | 1.9% | $65.33 | +13.53% | 25 qtrssince 2018-Q4 | Increased 51 |
Vanguard Total Stock Market ET | 6.6M | $1.9B | 1.9% | $163.31 | +73.83% | 25 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 82.5M | $1.9B | 1.9% | $13.11 | +73.74% | 25 qtrssince 2018-Q4 | Increased 81 |
State Street Spdr S&P 500 Etf | 2.9M | $1.7B | 1.7% | $349.37 | +64.52% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 13.2M | $1.4B | 1.4% | $97.09 | +4.34% | 25 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 14.9M | $1.3B | 1.3% | $68.80 | +22.18% | 25 qtrssince 2018-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 31.9M | $1.3B | 1.3% | $34.99 | +9.73% | 25 qtrssince 2018-Q4 | Increased 55 |
VANGUARD MUN BD FDS | 25.1M | $1.3B | 1.2% | $45.32 | +4.89% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 12.9M | $1.2B | 1.2% | $87.31 | +4.27% | 25 qtrssince 2018-Q4 | Increased 51 |
Berkshire Hathaway Inc Cl B | 2.7M | $1.2B | 1.2% | $212.42 | +113.39% | 25 qtrssince 2018-Q4 | Decreased 0 |
Creative Planning manages $102.8B across 3582 positions as of Q4 2024. Top holdings: IVV (12.4%), BND (7.0%), VEA (6.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 517 new positions, 147 exits, 1989 increased. Top move: SCHX (INCREASED, conviction 81). Portfolio: $102.8B across 3582 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