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CIK: 0001540235
Total reported value
$171.1B
$171.1B
3426 檔
20.6%
The Q1 2025 SEC filing reveals that Creative Planning held a total portfolio value of $171.1B, covering 3426 public equity positions.
In Q1 2025, Creative Planning displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VEA) accounted for 20.6% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 3426 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.53% | +0.13% | +0.82% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.50% | -0.45% | +7.95% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.61% | -0.36% | -3.44% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.86% | +0.12% | +4.09% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.68% | +0.15% | +2.56% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 3.06% | -0.07% | -0.42% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.97% | +0.11% | +26.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.01% | -1.16% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.00% | -0.08% | +1.55% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.92% | -0.17% | +1.59% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.07% | +1.34% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.72% | -0.03% | +0.24% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.69% | -0.02% | -1.21% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.01% | +1.61% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.09% | +2.30% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.36% | — | +8.08% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.30% | -0.10% | -0.78% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.22% | -0.09% | +7.07% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.12% | +4.05% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.21% | -0.07% | -4.57% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.15% | -1.36% | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.15% | -0.10% | -1.64% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.06% | +4.66% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.12% | +12.74% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.95% | -0.07% | +50.16% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.95% | +0.07% | +27.01% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.92% | +0.07% | +40.66% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | -0.04% | -2.47% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.81% | -0.05% | -2.05% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.77% | -0.06% | +8.08% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.77% | -0.04% | -1.15% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.71% | +0.01% | +1.13% | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.68% | -0.03% | -0.90% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | — | +4.68% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.04% | +3.71% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.52% | -0.04% | -1.74% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-Other | 0.47% | -0.03% | -3.68% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.04% | -0.80% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.03% | +6.97% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | — | +5.48% | |
| 41 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.32% | -0.02% | -21.13% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.09% | +5.85% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | +13.14% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.04% | +7.75% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | — | +1.18% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.27% | -0.03% | -4.20% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.25% | -0.03% | +0.41% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | — | +0.95% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.04% | +3.28% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.03% | +3.20% |
According to official SEC Form 13F filings, Creative Planning reported a total U.S. public equity portfolio value of $171.1B across 3426 disclosed positions in Q1 2025.
During Q1 2025, Creative Planning's top holdings by market value included IVV (11.5%)、BND (7.5%)、VEA (6.6%). The largest single position, IVV, represented 11.5% of total portfolio value.
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Top New Position Initiated
IVV
市值: $12.3B
In Q1 2025, Creative Planning made 200 total portfolio adjustments, initiating 200 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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