Creative Planning
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationoverland park, KS
- CIK0001540235
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
3,582 | $102.83B | IVV, BND, VEA, SPMD | 13F-HR | Feb 14, 2025 | 000154023525000002 | ||
3,184 | $101.00B | IVV, VEA, BND, IEMG | 13F-HR | Oct 11, 2024 | 000154023524000006 | ||
3,064 | $93.67B | IVV, VEA, BND, IEMG | 13F-HR | Aug 15, 2024 | 000154023524000004 | ||
2,915 | $90.22B | IVV, VEA, BND, IEMG | 13F-HR | May 13, 2024 | 000154023524000003 | ||
2,743 | $53.92B | VO, VTI, VCIT, SPDW | 13F-HR | Feb 14, 2024 | 000154023524000002 | ||
2,902 | $74.94B | IVV, VEA, BND, IEMG | 13F-HR | Nov 16, 2023 | 000158064223006235 | ||
2,646 | $75.07B | IVV, VEA, BND, IEMG | 13F-HR | Jul 21, 2023 | 000158064223003749 | ||
2,647 | $69.43B | IVV, VEA, BND, IEMG | 13F-HR | May 15, 2023 | 000158064223002722 | ||
2,492 | $66.50B | IVV, VEA, BND, IEMG | 13F-HR | Feb 10, 2023 | 000158064223000807 | ||
2,342 | $57.82B | IVV, VEA, BND, IEMG | 13F-HR | Nov 3, 2022 | 000158064222005553 | ||
2,306 | $60.71B | IVV, VEA, IEMG, BND | 13F-HR | Aug 15, 2022 | 000158064222004115 | ||
2,394 | $64.57B | IVV, VEA, BND, IEMG | 13F-HR | May 16, 2022 | 000158064222002777 | ||
2,078 | $62.25B | IVV, VEA, BND, IEMG | 13F-HR | Feb 11, 2022 | 000158064222000806 | ||
2,124 | $56.36B | IVV, VEA, BND, IEMG | 13F-HR | Nov 10, 2021 | 000158064221005383 | ||
2,064 | $56.32B | IVV, VEA, BND, IEMG | 13F-HR | Aug 4, 2021 | 000158064221003538 | ||
2,680 | $49.63B | IVV, VEA, IEMG, VCIT | 13F-HR | Apr 30, 2021 | 000158064221001976 | ||
2,432 | $45.46B | IVV, VEA, IEMG, VCIT | 13F-HR | Jan 29, 2021 | 000158064221000379 | ||
2,237 | $38.30B | IVV, VEA, VCIT, IEMG | 13F-HR | Nov 5, 2020 | 000158064220004071 | ||
2,051 | $34.56B | IVV, VEA, VCIT, AGG | 13F-HR | Jul 23, 2020 | 000158064220002702 | ||
1,908 | $28.20B | IVV, VEA, VCIT, AGG | 13F-HR | May 5, 2020 | 000158064220001998 | ||
2,081 | $33.31B | VEA, AGG, IVV, VCIT | 13F-HR | Jan 30, 2020 | 000158064220000445 | ||
2,081 | $30.71B | VEA, AGG, VCIT, IVV | 13F-HR | Nov 1, 2019 | 000158064219004915 | ||
2,098 | $29.72B | VEA, VCIT, AGG, IVV | 13F-HR | Jul 26, 2019 | 000158064219003351 | ||
2,072 | $27.75B | VEA, VCIT, IVV, AGG | 13F-HR | Apr 24, 2019 | 000158064219002070 | ||
2,019 | $24.39B | VEA, VCIT, AGG, IVV | RESTATEMENT | Feb 12, 2019 | 000158064219000760 | ||
2,115 | $26.96B | VEA, IVV, VCIT, IEMG | 13F-HR | Oct 25, 2018 | 000158064218004992 | ||
2,068 | $25.46B | VEA, IVV, VCIT, IEMG | 13F-HR | Jul 20, 2018 | 000158064218003439 | ||
2,080 | $24.57B | VEA, IVV, IEMG, VCIT | 13F-HR | Apr 18, 2018 | 000158064218002117 | ||
1,908 | $23.21B | VEA, IVV, VCIT, VO | 13F-HR | Jan 17, 2018 | 000158064218000265 | ||
1,881 | $21.53B | VEA, IVV, VCIT, VO | 13F-HR | Oct 17, 2017 | 000158064217005568 | ||
4,845 | $19.76B | VEA, IVV, VCIT, VO | 13F-HR | Jul 12, 2017 | 000158064217003871 | ||
4,860 | $18.31B | VEA, IVV, VCIT, VO | 13F-HR | Apr 7, 2017 | 000158064217002214 | ||
4,877 | $16.42B | VEA, VCIT, IVV, VO | 13F-HR | Jan 9, 2017 | 000158064217000125 | ||
4,786 | $15.70B | VEA, VCIT, IVV, AGG | 13F-HR | Oct 12, 2016 | 000158064216011512 | ||
4,557 | $13.81B | VEA, VCIT, IVV, VO | 13F-HR | Jul 12, 2016 | 000158064216009717 | ||
4,520 | $12.83B | VEA, VCIT, IVV, VO | 13F-HR | Apr 8, 2016 | 000158064216008021 | ||
4,617 | $12.16B | VEA, VCIT, IVV, AGG | 13F-HR | Jan 11, 2016 | 000158064216006237 | ||
4,491 | $11.32B | VEA, VCIT, AGG, IVV | 13F-HR | Oct 9, 2015 | 000158064215004643 | ||
1,109 | $11.02B | VCIT, VO, VEA, AGG | 13F-HR | Jul 9, 2015 | 000158064215002938 | ||
4,392 | $10.64B | VO, VEA, VCIT, KRE | 13F-HR | Apr 13, 2015 | 000158064215001666 | ||
4,326 | $9.61B | VO, VCIT, VEA, IVV | 13F-HR | Jan 29, 2015 | 000158064215000402 | ||
4,180 | $8.62B | VO, VCIT, VEA, VV | 13F-HR | Oct 10, 2014 | 000091047214004539 | ||
3,941 | $7.71B | VEA, VO, VV, VWO | 13F-HR | Aug 20, 2014 | 000091047214003507 | ||
3,777 | $6.65B | VV, VEA, VO, VWO | 13F-HR | Apr 11, 2014 | 000091047214001635 | ||
3,445 | $5.86B | VV, VEA, VO, VWO | 13F-HR | Jan 6, 2014 | 000091047214000014 |