Creative Planning

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Rebecca Havens - Senior Compliance Manager
Location
Overland Park, KS
Holdings as of
December 31, 2023
Value $
$53.9B
Num holdings
2,720
Date filed
2/14/2024, 05:26 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VO, VTI, VCIT, SPDW, and AAPL.
Previous filing
Q3 2023 - Nov 16, 2023
Next filing
Q1 2024 - May 13, 2024
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q4 compared to 2023 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rebecca Havens Senior Compliance Manager Overland Park, Kansas 2/14/2024

Other Included Managers (1):

Num Name Location File Number
1 CREATIVE PLANNING TRUST Co LLC Reno, NV 028-23240