Creative Planning

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 13, 2024
Value $
$90.2B
Signature - Title
Rebecca Havens - Senior Compliance Manager
Location
5454 W.110 Th Street, Overland Park, Kansas
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 2,825 $90.2B +$5.32B -$1.57B +$3.75B IVV, VEA, BND, IEMG, SPMD, VV 13F-HR 5/10/2024, 05:37 PM
Q4 2023 2,707 $53.7B +$2.04B -$4.47B -$2.43B VO, VTI, VCIT, SPDW, AAPL, DGS 13F-HR 2/14/2024, 05:26 PM
Q3 2023 2,797 $74.9B +$3.6B -$727M +$2.87B IVV, VEA, BND, IEMG, SPMD, VV 13F-HR 11/16/2023, 10:09 AM
Q2 2023 2,530 $75.1B +$3.5B -$835M +$2.66B IVV, VEA, BND, IEMG, SPMD, VV 13F-HR 7/21/2023, 02:04 PM
Q1 2023 2,647 $69.4B +$1.41B -$1.98B -$570M IVV, VEA, BND, IEMG, SPMD, VV 13F-HR 5/15/2023, 02:58 PM
Q4 2022 2,486 $66.5B +$5.13B -$577M +$4.56B IVV, VEA, BND, IEMG, VV, SPMD 13F-HR 2/10/2023, 04:25 PM
Q3 2022 2,313 $57.8B +$2.94B -$1.37B +$1.57B IVV, VEA, BND, IEMG, VV, SPMD 13F-HR 11/3/2022, 04:04 PM
Q2 2022 2,274 $60.7B +$6.96B -$1.42B +$5.54B IVV, VEA, IEMG, BND, VV, VCIT 13F-HR 8/15/2022, 04:35 PM
Q1 2022 2,353 $64.6B +$7.32B -$1.1B +$6.22B IVV, VEA, BND, IEMG, VTI, VCIT 13F-HR 5/16/2022, 01:01 PM
Q4 2021 2,073 $62.2B +$3.76B -$743M +$3.02B IVV, VEA, BND, IEMG, VCIT, VNQ 13F-HR 2/11/2022, 01:56 PM
Q3 2021 2,111 $56.4B +$2.86B -$1.85B +$1.01B IVV, VEA, BND, IEMG, VCIT, VNQ 13F-HR 11/10/2021, 08:49 AM
Q2 2021 2,052 $56.3B +$6.81B -$2.72B +$4.09B IVV, VEA, BND, IEMG, VCIT, AGG 13F-HR 8/4/2021, 05:18 PM
Q1 2021 2,604 $49.6B +$2.94B -$595M +$2.35B IVV, VEA, IEMG, VCIT, BND, AGG 13F-HR 4/30/2021, 03:26 PM
Q4 2020 2,341 $45.5B +$3.61B -$811M +$2.8B IVV, VEA, IEMG, VCIT, AGG, BND 13F-HR 1/29/2021, 03:26 PM
Q3 2020 2,139 $38.3B +$3B -$632M +$2.37B IVV, VEA, VCIT, IEMG, AGG, VO 13F-HR 11/5/2020, 01:53 PM
Q2 2020 2,012 $34.6B +$2.74B -$629M +$2.11B IVV, VEA, VCIT, AGG, IEMG, VO 13F-HR 7/23/2020, 11:27 AM
Q1 2020 1,861 $28.2B +$4.41B -$3.27B +$1.14B IVV, VEA, VCIT, AGG, IEMG, VO 13F-HR 5/5/2020, 12:23 PM
Q4 2019 1,998 $33.3B +$1.42B -$500M +$923M VEA, AGG, IVV, VCIT, IEMG, VO 13F-HR 1/30/2020, 03:20 PM
Q3 2019 1,987 $30.7B +$1.49B -$383M +$1.1B VEA, AGG, VCIT, IVV, IEMG, VO 13F-HR 11/1/2019, 02:28 PM
Q2 2019 2,016 $29.7B +$1.81B -$453M +$1.35B VEA, VCIT, AGG, IVV, IEMG, VO 13F-HR 7/26/2019, 10:20 AM
Q1 2019 1,979 $27.8B +$1.18B -$349M +$835M VEA, VCIT, IVV, AGG, IEMG, VO 13F-HR 4/24/2019, 02:48 PM
Q4 2018 1,942 $24.4B +$1.85B -$1.19B +$658M VEA, VCIT, AGG, IVV, IEMG, VO RESTATEMENT 2/12/2019, 01:48 PM
Q3 2018 2,072 $27B +$1.49B -$730M +$764M VEA, IVV, VCIT, IEMG, AGG, VO 13F-HR 10/25/2018, 03:09 PM
Q2 2018 2,041 $25.5B +$1.91B -$919M +$987M VEA, IVV, VCIT, IEMG, VO, AGG 13F-HR 7/20/2018, 02:53 PM
Q1 2018 2,038 $24.6B +$2.56B -$687M +$1.87B VEA, IVV, IEMG, VCIT, VO, AGG 13F-HR 4/18/2018, 05:14 PM
Q4 2017 1,901 $23.2B +$1.59B -$580M +$1.01B VEA, IVV, VCIT, VO, IEMG, AGG 13F-HR 1/17/2018, 10:39 AM
Q3 2017 1,880 $21.5B +$1.69B -$311M +$1.38B VEA, IVV, VCIT, VO, IEMG, AGG 13F-HR 10/17/2017, 02:40 PM
Q2 2017 4,592 $19.8B +$1.48B -$227M +$1.25B VEA, IVV, VCIT, VO, AGG, IEMG 13F-HR 7/12/2017, 04:02 PM
Q1 2017 4,617 $18.3B +$1.41B -$229M +$1.18B VEA, IVV, VCIT, VO, AGG, IEMG 13F-HR 4/7/2017, 03:33 PM
Q4 2016 4,595 $16.4B +$1.02B -$299M +$720M VEA, VCIT, IVV, VO, AGG, IEMG 13F-HR 1/9/2017, 03:21 PM
Q3 2016 4,546 $15.7B +$1.66B -$216M +$1.45B VEA, VCIT, IVV, AGG, VO, IEMG 13F-HR 10/12/2016, 09:55 AM
Q2 2016 4,330 $13.8B +$910M -$194M +$716M VEA, VCIT, IVV, VO, AGG, IEMG 13F-HR 7/12/2016, 01:29 PM
Q1 2016 4,294 $12.8B +$1.09B -$537M +$550M VEA, VCIT, IVV, VO, AGG, IEMG 13F-HR 4/8/2016, 10:32 AM
Q4 2015 4,381 $12.2B +$1.07B -$413M +$657M VEA, VCIT, IVV, AGG, VO, IEMG 13F-HR 1/11/2016, 12:59 PM
Q3 2015 4,283 $11.3B +$1.62B -$353M +$1.27B VEA, VCIT, AGG, IVV, VO, IEMG 13F-HR 10/9/2015, 03:14 PM
Q2 2015 1,107 $11B +$1.33B -$358M +$967M VCIT, VO, VEA, AGG, IVV, SJNK 13F-HR 7/9/2015, 12:10 PM
Q1 2015 4,190 $10.6B +$1.67B -$717M +$950M VO, VEA, VCIT, SJNK, IVV, AGG 13F-HR 4/13/2015, 05:02 PM
Q4 2014 4,127 $9.61B +$1.26B -$282M +$976M VO, VCIT, VEA, IVV, VV, BNDX 13F-HR 1/29/2015, 09:25 AM
Q3 2014 3,981 $8.62B +$1.6B -$481M +$1.12B VO, VCIT, VEA, VV, IVV, BNDX 13F-HR 10/10/2014, 10:09 AM
Q2 2014 3,751 $7.71B +$977M -$130M +$847M VEA, VO, VV, VWO, VCIT, BNDX 13F-HR 8/20/2014, 03:55 PM
Q1 2014 3,608 $6.65B +$805M -$90.4M +$715M VV, VEA, VO, VWO, VCIT, BNDX 13F-HR 4/11/2014, 11:24 AM
Q4 2013 3,300 $5.86B VV, VEA, VO, VWO, BNDX, VCIT 13F-HR 1/6/2014, 09:51 AM