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CIK: 0001540235
Total reported value
$171.1B
$171.1B
3184 檔
20.4%
According to the latest 13F quarterly dataset, Creative Planning managed an equity portfolio of $171.1B at the end of Q3 2024, spanning 3184 distinct U.S. exchange-listed positions.
During Q3 2024, Creative Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, BND) accounted for 20.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 3184 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.20% | +0.13% | +1.22% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.59% | -0.36% | +3.82% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.82% | -0.45% | +8.58% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.00% | +0.15% | +0.15% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.97% | +0.12% | +4.96% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.35% | -0.07% | -0.92% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.01% | +2.19% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.14% | -0.08% | -1.15% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.00% | -0.17% | +1.67% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.98% | +0.11% | +0.13% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.07% | +3.20% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.91% | -0.02% | -3.33% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.88% | -0.03% | -1.03% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | -0.01% | -1.07% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.56% | -0.07% | -7.15% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.36% | -0.10% | +6.08% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.29% | — | +6.39% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | -0.15% | -2.53% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.26% | -0.12% | -2.49% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.09% | +0.18% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.23% | -0.10% | -0.92% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.11% | -0.09% | +9.00% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.06% | +1.92% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | -0.05% | -3.31% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.94% | -0.04% | -2.56% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.86% | -0.04% | -0.58% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.12% | +12.46% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.81% | +0.01% | -2.13% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.78% | -0.03% | -0.75% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.72% | +0.07% | -1.14% | |
| 31 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.70% | -0.02% | -20.49% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.69% | -0.06% | +7.75% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | -0.33% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.61% | -0.04% | -4.11% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-Other | 0.59% | -0.03% | -5.71% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | +0.07% | +6.83% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.04% | +4.98% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.04% | -1.28% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.44% | -0.07% | +6.33% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | — | +0.56% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.03% | +2.10% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.03% | -2.78% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | — | -1.92% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.09% | +5.11% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | -0.36% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.27% | — | -1.27% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.03% | +1.95% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.04% | +5.50% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.03% | +3.53% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | +3.15% |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 3184 disclosed positions in Q3 2024.
During Q3 2024, Creative Planning's top holdings by market value included IVV (12.2%)、VEA (7.6%)、BND (6.8%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q3 2024, Creative Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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