Filer Name: CREATIVE PLANNING
CIK: 1540235
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 3,582
Portfolio Value: $102.83B

Creative Planning Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 21,653,460 $12,747M 12.40% 1.3% -
BND US VANGUARD TOTAL BOND MARKET 100,567,828 $7,232M 7.03% 9.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 143,281,080 $6,852M 6.66% -1.3% -
SPMD US SPDR PORTFOLIO S&P 400 MID C 76,994,604 $4,211M 4.09% 5.1% -
IEMG US ISHARES CORE MSCI EMERGING 70,663,640 $3,690M 3.59% 0.5% -
VV US VANGUARD LARGE-CAP ETF 12,731,448 $3,434M 3.34% -0.8% -
AAPL US APPLE INC 10,295,510 $2,578M 2.51% -99.8% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 68,708,048 $2,345M 2.28% 28.8% -
VO US VANGUARD MID-CAP ETF 8,086,671 $2,136M 2.08% -1.1% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 30,413,021 $2,097M 2.04% 3.1% -
VCIT US VANGUARD INT-TERM CORPORATE 24,612,975 $1,976M 1.92% 2.3% -
VTI US VANGUARD TOTAL STOCK MKT ETF 6,620,100 $1,919M 1.87% -3.0% -
SCHX US SCHWAB US LARGE-CAP ETF 82,467,395 $1,912M 1.86% 195.4% -
SPY US SPDR S&P 500 ETF TRUST 2,941,899 $1,724M 1.68% -1.2% -
MUB US ISHARES NATIONAL MUNI BOND E 13,224,764 $1,409M 1.37% 4.7% -
VNQ US VANGUARD REAL ESTATE ETF 14,891,985 $1,327M 1.29% -7.8% -
XLRE US REAL ESTATE SELECT SECT SPDR 31,927,658 $1,298M 1.26% 9.5% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 25,130,883 $1,260M 1.23% 0.7% -
AGG US ISHARES CORE U.S. AGGREGATE 12,879,420 $1,248M 1.21% 2.0% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 2,701,189 $1,224M 1.19% -99.6% -
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