Creative Planning Reduced Holdings in Q3 2024

Creative Planning

$101 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
SCZ Ishares Tr Msci Eafe Small Cap ETFs	-138K - 2.78%	$60.13 - $68.17 $8.32M - $9.43M	4.83M $327M
AGG Ishares Core U.S. Aggregate Bo ETFs	-328K - 2.53%	$96.25 - $101.98 $31.5M - $33.4M	12.6M $1.28B
VYM Vanguard Whitehall Fds (Vangua ETFs	-47.6K - 1.28%	$117.9 - $128.2 $5.61M - $6.1M	3.69M $473M
SCHE Schwab Strategic Tr Us Emergin ETFs	-910K - 4.11%	$25.45 - $29.53 $23.1M - $26.9M	21.2M $619M
VOO Vanguard Index Fds S&P 500 ETF ETFs	-4.11K - 0.33%	$475.2 - $527.7 $1.95M - $2.17M	1.25M $662M
SCHM Schwab Strategic U.S. Mid Cap ETFs	-214K - 2.13%	$75.47 - $83.18 $16.1M - $17.8M	9.83M $817M
VTI Vanguard Total Stock Market Et ETFs	-235K - 3.33%	$255.18 - $283.2 $60M - $66.6M	6.83M $1.93B
DFAS Dimensional ETF Tr U S Small C ETFs	-130K - 1.14%	$59.25 - $65.33 $7.69M - $8.48M	11.2M $727M
DFAT Dimensional ETF Tr U S Target ETFs	-107K - 0.75%	$51.0 - $57.07 $5.45M - $6.09M	14.1M $787M
SCHH Schwab Strategic U.S. Reit ETF ETFs	-1.55M - 5.71%	$19.78 - $23.53 $30.8M - $36.6M	25.7M $595M
VWO Vanguard Ftse Emerging Mkts Et ETFs	-685K - 3.31%	$41.9 - $48.26 $28.7M - $33.1M	20M $958M
SCHF Schwab Strategic Tr Intl Eqty ETFs	-122K - 0.58%	$36.98 - $41.55 $4.53M - $5.09M	21M $866M
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	-604K - 2.56%	$36.02 - $41.68 $21.8M - $25.2M	23M $949M
SPY Spdr S&P 500 ETF Trust ETFs	-22.4K - 0.75%	$517.38 - $573.86 $11.6M - $12.8M	2.98M $1.71B
IDEV Ishares Core Msci Intl Develop ETFs	-163K - 0.92%	$63.46 - $71.43 $10.3M - $11.6M	17.5M $1.24B
SCHX Schwab Strategic Tr Us Large C ETFs	-291K - 1.03%	$61.11 - $67.85 $17.8M - $19.8M	27.9M $1.89B
VNQ Vanguard Specialized Funds Van ETFs	-1.24M - 7.15%	$82.97 - $98.97 $103M - $123M	16.2M $1.57B
VV Vanguard Large Cap ETF ETFs	-119K - 0.92%	$236.92 - $263.4 $28.2M - $31.4M	12.8M $3.38B
VO Vanguard Mid Cap ETF ETFs	-94.8K - 1.15%	$237.84 - $263.83 $22.5M - $25M	8.18M $2.16B

Activity Summary All Purchases 2150 New Holdings 306 Increased Positions 1844 All Sells 919 Reductions 919 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.