Creative Planning
4,090 holdingsFiling period: 2026-03-31Current AUM: $162.76Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 24.02M | $15.69B | $17.90B | 11.00% | +1.03M | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 121.39M | $8.94B | $8.79B | 5.40% | +3.60M | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 120.42M | $7.72B | $8.56B | 5.26% | -3,756,634 | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 133.82M | $6.11B | $6.75B | 4.15% | +8.69M | 2026-03-31 |
| 5 | SPMD | SPDR SERIES TRUST | 96.64M | $5.72B | $6.38B | 3.92% | +3.97M | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 77.65M | $5.42B | $5.98B | 3.68% | +1.38M | 2026-03-31 |
| 7 | VV | VANGUARD INDEX FDS | 12.26M | $3.66B | $4.18B | 2.57% | +45.6K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 12.17M | $3.08B | $4.04B | 2.48% | +804.9K | 2026-03-31 |
| 9 | BSV | VANGUARD BD INDEX FDS | 37.38M | $2.93B | $2.90B | 1.78% | +11.28M | 2026-03-31 |
| 10 | SPYM | SPDR SERIES TRUST | 33.66M | $2.58B | $2.94B | 1.81% | +858.9K | 2026-03-31 |
| 11 | VO | VANGUARD INDEX FDS | 8.31M | $2.39B | $2.69B | 1.65% | -104,469 | 2026-03-31 |
| 12 | AVDV | AMERICAN CENTY ETF TR | 23.78M | $2.37B | $2.50B | 1.54% | +1.19M | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 13.63M | $2.36B | $2.64B | 1.62% | +881.3K | 2026-03-31 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | 27.02M | $2.24B | $2.20B | 1.35% | +454.5K | 2026-03-31 |
| 15 | AVUV | AMERICAN CENTY ETF TR | 20.20M | $2.23B | $2.53B | 1.55% | +1.35M | 2026-03-31 |
| 16 | SCHX | SCHWAB STRATEGIC TR | 82.27M | $2.11B | $2.41B | 1.48% | -1,542,288 | 2026-03-31 |
| 17 | VTI | VANGUARD INDEX FDS | 6.12M | $1.96B | $2.24B | 1.38% | +53.7K | 2026-03-31 |
| 18 | XLRE | SELECT SECTOR SPDR TR | 47.96M | $1.96B | $2.17B | 1.33% | +3.47M | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 2.96M | $1.92B | $2.19B | 1.35% | -58,746 | 2026-03-31 |
| 20 | DFAS | DIMENSIONAL ETF TRUST | 26.23M | $1.87B | $2.13B | 1.31% | +1.40M | 2026-03-31 |
| 21 | SPSB | SPDR SERIES TRUST | 53.07M | $1.60B | $1.59B | 0.98% | +2.16M | 2026-03-31 |
| 22 | IDEV | ISHARES TR | 19.09M | $1.60B | $1.74B | 1.07% | +1.54M | 2026-03-31 |
| 23 | MUB | ISHARES TR | 14.37M | $1.53B | $1.52B | 0.93% | +812.1K | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 3.87M | $1.43B | $1.75B | 1.07% | +352.8K | 2026-03-31 |
| 25 | AGG | ISHARES TR | 14.03M | $1.39B | $1.37B | 0.84% | +3.38M | 2026-03-31 |
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