Creative Planning

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$101B
Signature - Title
Rebecca Havens - Compliance Director
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Creative Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Creative Planning reported 3265 stock holdings with total value $101B as of Q3 2024. Top holdings included IVV, VEA, BND, IEMG, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 3,265 $101B +$2.9B -$1.28B +$1.63B IVV, VEA, BND, IEMG, SPMD 13F-HR 10/11/2024, 01:22 PM
Q2 2024 3,001 $93.6B +$4.29B -$1.14B +$3.15B IVV, VEA, BND, IEMG, SPMD 13F-HR 8/15/2024, 02:01 PM
Q1 2024 2,845 $90.2B +$35.3B -$1.57B +$33.7B IVV, VEA, BND, IEMG, SPMD 13F-HR 5/10/2024, 05:37 PM
Q4 2023 2,720 $53.9B +$2.04B -$30.3B -$28.2B VO, VTI, VCIT, SPDW, AAPL 13F-HR 2/14/2024, 05:26 PM
Q3 2023 2,808 $74.9B +$3.6B -$727M +$2.87B IVV, VEA, BND, IEMG, SPMD 13F-HR 11/16/2023, 10:09 AM
Q2 2023 2,530 $75.1B +$3.5B -$835M +$2.66B IVV, VEA, BND, IEMG, SPMD 13F-HR 7/21/2023, 02:04 PM
Q1 2023 2,542 $69.4B +$1.4B -$2.02B -$616M IVV, VEA, BND, IEMG, SPMD 13F-HR 5/15/2023, 02:58 PM
Q4 2022 2,379 $66.5B +$5.13B -$675M +$4.45B IVV, VEA, BND, IEMG, VV 13F-HR 2/10/2023, 05:25 PM
Q3 2022 2,216 $57.8B +$2.93B -$1.45B +$1.48B IVV, VEA, BND, IEMG, VV 13F-HR 11/3/2022, 04:04 PM
Q2 2022 2,185 $60.7B +$6.95B -$1.53B +$5.42B IVV, VEA, IEMG, BND, VV 13F-HR 8/15/2022, 04:35 PM
Q1 2022 2,274 $64.6B +$7.32B -$1.14B +$6.17B IVV, VEA, BND, IEMG, VTI 13F-HR 5/16/2022, 01:01 PM
Q4 2021 2,075 $62.2B +$3.76B -$808M +$2.95B IVV, VEA, BND, IEMG, VCIT 13F-HR 2/11/2022, 02:56 PM
Q3 2021 2,053 $56.4B +$2.85B -$1.92B +$931M IVV, VEA, BND, IEMG, VCIT 13F-HR 11/10/2021, 09:49 AM
Q2 2021 1,975 $56.3B +$6.81B -$2.9B +$3.91B IVV, VEA, BND, IEMG, VCIT 13F-HR 8/4/2021, 05:18 PM
Q1 2021 2,332 $49.5B +$2.93B -$610M +$2.32B IVV, VEA, IEMG, VCIT, BND 13F-HR 4/30/2021, 03:26 PM
Q4 2020 2,106 $45.3B +$3.56B -$899M +$2.66B IVV, VEA, IEMG, VCIT, AGG 13F-HR 1/29/2021, 04:26 PM
Q3 2020 1,980 $38.2B +$2.94B -$640M +$2.3B IVV, VEA, VCIT, IEMG, AGG 13F-HR 11/5/2020, 02:53 PM
Q2 2020 1,815 $34.5B +$2.69B -$898M +$1.79B IVV, VEA, VCIT, AGG, IEMG 13F-HR 7/23/2020, 11:27 AM
Q1 2020 1,730 $28.2B +$4.4B -$3.37B +$1.03B IVV, VEA, VCIT, AGG, IEMG 13F-HR 5/5/2020, 12:23 PM
Q4 2019 1,875 $33.3B +$1.42B -$581M +$835M VEA, AGG, IVV, VCIT, IEMG 13F-HR 1/30/2020, 04:20 PM
Q3 2019 1,868 $30.7B +$1.48B -$502M +$983M VEA, AGG, VCIT, IVV, IEMG 13F-HR 11/1/2019, 02:28 PM
Q2 2019 1,887 $29.7B +$1.8B -$502M +$1.3B VEA, VCIT, AGG, IVV, IEMG 13F-HR 7/26/2019, 10:20 AM
Q1 2019 1,849 $27.7B +$1.18B -$387M +$793M VEA, VCIT, IVV, AGG, IEMG 13F-HR 4/24/2019, 02:48 PM
Q4 2018 1,802 $24.4B +$1.85B -$1.37B +$476M VEA, VCIT, AGG, IVV, IEMG Restatement 2/12/2019, 02:48 PM
Q3 2018 1,931 $26.9B +$1.48B -$783M +$699M VEA, IVV, VCIT, IEMG, AGG 13F-HR 10/25/2018, 03:09 PM
Q2 2018 1,912 $25.4B +$1.9B -$1.12B +$777M VEA, IVV, VCIT, IEMG, VO 13F-HR 7/20/2018, 02:53 PM
Q1 2018 1,899 $24.5B +$2.55B -$777M +$1.78B VEA, IVV, IEMG, VCIT, VO 13F-HR 4/18/2018, 05:14 PM
Q4 2017 1,877 $23.2B +$1.59B -$644M +$944M VEA, IVV, VCIT, VO, IEMG 13F-HR 1/17/2018, 11:39 AM
Q3 2017 1,856 $21.5B +$1.69B -$545M +$1.14B VEA, IVV, VCIT, VO, IEMG 13F-HR 10/17/2017, 02:40 PM
Q2 2017 4,468 $19.7B +$1.47B -$365M +$1.11B VEA, IVV, VCIT, VO, AGG 13F-HR 7/12/2017, 04:02 PM
Q1 2017 4,471 $18.3B +$1.41B -$249M +$1.16B VEA, IVV, VCIT, VO, AGG 13F-HR 4/7/2017, 03:33 PM
Q4 2016 4,410 $16.4B +$1.02B -$318M +$699M VEA, VCIT, IVV, VO, AGG 13F-HR 1/9/2017, 04:21 PM
Q3 2016 4,350 $15.7B +$1.66B -$244M +$1.42B VEA, VCIT, IVV, AGG, VO 13F-HR 10/12/2016, 09:55 AM
Q2 2016 4,180 $13.8B +$908M -$241M +$667M VEA, VCIT, IVV, VO, AGG 13F-HR 7/12/2016, 01:29 PM
Q1 2016 4,173 $12.8B +$1.09B -$558M +$529M VEA, VCIT, IVV, VO, AGG 13F-HR 4/8/2016, 10:32 AM
Q4 2015 4,243 $12.2B +$1.06B -$453M +$612M VEA, VCIT, IVV, AGG, VO 13F-HR 1/11/2016, 01:59 PM
Q3 2015 4,168 $11.3B +$1.62B -$395M +$1.22B VEA, VCIT, AGG, IVV, VO 13F-HR 10/9/2015, 03:14 PM
Q2 2015 1,070 $11B +$1.32B -$709M +$613M VCIT, VO, VEA, AGG, IVV 13F-HR 7/9/2015, 12:10 PM
Q1 2015 4,040 $10.6B +$1.66B -$749M +$914M VO, VEA, VCIT, SJNK, IVV 13F-HR 4/13/2015, 05:02 PM
Q4 2014 3,986 $9.61B +$1.26B -$316M +$940M VO, VCIT, VEA, IVV, VV 13F-HR 1/29/2015, 10:25 AM
Q3 2014 3,836 $8.62B +$1.6B -$492M +$1.11B VO, VCIT, VEA, VV, IVV 13F-HR 10/10/2014, 10:09 AM
Q2 2014 3,623 $7.71B +$974M -$153M +$821M VEA, VO, VV, VWO, VCIT 13F-HR 8/20/2014, 03:55 PM
Q1 2014 3,494 $6.64B +$802M -$99.1M +$703M VV, VEA, VO, VWO, VCIT 13F-HR 4/11/2014, 11:24 AM
Q4 2013 3,300 $5.86B $0 $0 VV, VEA, VO, VWO, BNDX 13F-HR 1/6/2014, 10:51 AM