CP
| |
Creative Planning13F | |
| Creative Planning | |
| Last update 2025-05-16 | 3451 Stocks (210 new) |
| Value $106.35 Bil | Turnover 5 % |
Creative Planning Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 21,831,744 | 12,267,257.0 | +0.82% | 11.530 | +0.09% | 2.200 | +19.67% | +7.80% | 634,518.9 | ||
BND | Vanguard Total Bond Market ETF | 108,563,586 | 7,973,995.4 | +7.95% | 7.500 | +0.55% | 6.150 | +1.26% | +3.27% | 127,496.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 138,346,303 | 7,032,142.6 | -3.44% | 6.610 | -0.23% | 5.150 | +12.49% | +19.94% | 157,607.2 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 80,140,007 | 4,101,565.5 | +4.09% | 3.860 | +0.15% | 33.860 | +16.07% | +2.46% | 13,571.3 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 72,470,640 | 3,911,240.4 | +2.56% | 3.680 | +0.09% | 4.700 | +18.91% | +18.34% | 99,158.0 | ||
VV | Vanguard Large Cap ETF | 12,677,960 | 3,258,616.0 | -0.42% | 3.060 | -0.01% | 8.480 | +19.83% | +8.10% | 40,679.5 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 86,619,802 | 3,153,827.0 | +26.07% | 2.970 | +0.61% | 12.940 | +12.67% | +19.87% | 26,951.4 | ||
AAPL | Apple Inc | 10,175,738 | 2,260,336.9 | -1.16% | 2.130 | -0.03% | 0.070 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VO | Vanguard Mid-Cap ETF | 8,212,002 | 2,123,788.0 | +1.55% | 2.000 | +0.03% | 2.930 | +16.32% | +8.70% | 80,548.8 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 25,005,319 | 2,044,435.0 | +1.59% | 1.920 | +0.03% | 3.910 | +3.07% | +4.86% | 53,338.9 |
Creative Planning's Historical Top Holdings Breakdowns
Creative Planning's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +0.61% | 33.84 ($36.14) 37.77 | $40.22 | 11.29% | Add 26.07% | 86,619,802 | 17,911,754 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.55% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | Add 7.95% | 108,563,586 | 7,995,758 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Add Add | +0.32% | 63.74 ($67.91) 71.96 | $80.16 | 18.04% | Add 50.16% | 14,443,482 | 4,824,503 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.27% | 84.96 ($93.96) 100.71 | $93.77 | -0.20% | Add 40.66% | 11,240,479 | 3,248,965 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.23% | 47.4 ($50.6) 52.99 | $56.64 | 11.94% | Reduce -3.44% | 138,346,303 | -4,934,777 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.20% | 58.81 ($64.31) 68.2 | $65.25 | 1.46% | Add 27.01% | 16,821,024 | 3,577,617 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.16% | 44.41 ($45.29) 45.98 | $45.44 | 0.33% | Add 466.67% | 4,658,118 | 3,836,103 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Add Add | +0.15% | 50.21 ($54.51) 57.73 | $55.62 | 2.04% | Add 4.09% | 80,140,007 | 3,145,403 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.14% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | Add 1727.27% | 201 | 190 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | Add Add | +0.10% | 67.03 ($71.58) 74.61 | $76.08 | 6.29% | Add 448.23% | 1,812,788 | 1,482,129 |
Creative Planning Total Holding History ($B)
Creative Planning's Asset Allocation
Creative Planning Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Creative Planning's Hypothetical Growth since 2025-03-31
Creative Planning's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Creative Planning's Holdings Heat Map
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Creative Planning's Holdings Bubble Chart
Creative Planning News
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