HoldingsChannel.com
Creative Planning Top Holdings
As of  06/30/2023, below is a summary of the Creative Planning top holdings by largest position size, as per the latest 13f filing made by Creative Planning. In the Creative Planning-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Creative Planning in that top holding, then the share count change between reporting periods, and finally the Creative Planning top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 19,890,387 +999,326 $8,865,344
     IVV19,890,387+998,726$8,865,344
VANGUARD TAX MANAGED FDS (VEA)      $5,652,704
     VEA122,405,892+6,390,499$5,652,704
     Put300UNCH$0
VANGUARD BD INDEX FDS (BND) 49,708,772 +6,759,628 $3,613,331
     BND49,708,772+6,759,628$3,613,331
ISHARES INC (IEMG)      $3,325,403
     IEMG67,466,075+5,611,946$3,325,403
     Put400UNCH$0
SPDR SER TR (SPMD) 58,257,661 +4,659,619 $2,673,444
     SPMD58,257,661+4,659,619$2,673,444
VANGUARD INDEX FDS (VV) 12,663,000 +100,975 $2,567,043
     VV12,663,000+100,975$2,567,043
VANGUARD INDEX FDS (VTI) 8,724,857 -92,266 $1,921,911
     VTI8,724,857-92,266$1,921,911
VANGUARD SCOTTSDALE FDS (VCIT) 23,097,075 +303,787 $1,825,362
     VCIT23,097,075+303,787$1,825,362
VANGUARD INDEX FDS (VO) 8,247,712 +205,270 $1,815,816
     VO8,247,712+205,270$1,815,816
SPDR INDEX SHS FDS (SPDW) 52,312,871 +1,553,182 $1,702,261
     SPDW52,312,871+1,553,182$1,702,261
APPLE INC      $1,690,301
     AAPL8,710,829-104,850$1,689,640
     Call11,100UNCH$725
     Put201,300-65,100$64
VANGUARD INDEX FDS (VNQ) 19,805,499 -228,963 $1,654,948
     VNQ19,805,499-228,963$1,654,948
SCHWAB STRATEGIC TR 29,062,002 -384,922 $1,521,977
     SCHX29,062,002-384,922$1,521,977
WISDOMTREE TR 30,890,964 +1,951,499 $1,437,357
     DGS30,890,964+1,951,499$1,437,357
SPDR S&P 500 ETF TR (SPY)      $1,387,656
     SPY3,130,476-279,201$1,387,677
     Put9,300+6,300$30
     Call500-300$9
SPDR SER TR (SPLG) 25,367,366 +1,216,345 $1,321,893
     SPLG25,367,366+1,216,345$1,321,893
ISHARES TR (MUB) 11,101,777 +1,106,336 $1,184,893
     MUB11,101,777+1,106,336$1,184,893
ISHARES TR (AGG) 11,245,592 +105,616 $1,101,506
     AGG11,245,592+105,616$1,101,506
ISHARES TR (IDEV) 17,955,954 -87,874 $1,097,468
     IDEV17,955,954-87,874$1,097,468
VANGUARD MUN BD FDS (VTEB) 19,754,060 -201,003 $992,049
     VTEB19,754,060-201,003$992,049
BERKSHIRE HATHAWAY INC DEL      $961,855
     BRK.B2,640,202+15,488$900,309
     BRK.A119UNCH$61,578
     Put16,300-100$47
     Call300UNCH$15
VANGUARD INTL EQUITY INDEX F (VWO) 22,862,951 +409,171 $930,065
     VWO22,862,951+409,171$930,065
SPDR INDEX SHS FDS (SPEM)      $820,743
     SPEM23,872,695+678,233$820,743
     Put1,300UNCH$0
SCHWAB STRATEGIC TR 10,267,889 -201,223 $729,328
     SCHM10,267,889-201,223$729,328
SCHWAB STRATEGIC TR 20,311,971 +737,314 $724,122
     SCHF20,311,971+737,314$724,122
MICROSOFT CORP      $710,709
     MSFT2,080,877+50,299$708,622
     Call17,200-19,800$2,088
     Put3,700-5,300$1
SCHWAB STRATEGIC TR 25,655,952 -239,266 $631,906
     SCHE25,655,952-239,266$631,906
DIMENSIONAL ETF TRUST (DFAT) 13,243,059 +910,216 $614,346
     DFAT13,243,059+910,216$614,346
SCHWAB STRATEGIC TR 31,059,410 +252,615 $606,590
     SCHH31,059,410+252,615$606,590
DIMENSIONAL ETF TRUST (DFAS) 9,892,843 +776,404 $542,128
     DFAS9,892,843+776,404$542,128
SPDR SER TR (SPSB) 17,115,888 +4,238,756 $503,892
     SPSB17,115,888+4,238,756$503,892
SELECT SECTOR SPDR TR (XLRE)      $422,859
     XLRE11,219,432+4,604,451$422,860
     Put300+300$1
VANGUARD WHITEHALL FDS (VYM) 3,958,884 -197,961 $419,919
     VYM3,958,884-197,961$419,919
VANGUARD SCOTTSDALE FDS (VGIT) 6,887,543 +823,226 $404,023
     VGIT6,887,543+823,226$404,023
VANGUARD INDEX FDS (VB) 1,859,076 +5,166 $369,752
     VB1,859,076+5,166$369,752
AMAZON COM INC      $357,892
     AMZN2,744,735+44,519$357,804
     Call3,500+2,400$92
     Put13,500-7,500$4
AMERICAN CENTY ETF TR (AVUV) 4,339,410 +308,436 $336,782
     AVUV4,339,410+308,436$336,782
VANGUARD INDEX FDS (VOO) 793,594 +7,812 $323,215
     VOO793,594+7,812$323,215
ISHARES TR (SCZ) 5,336,919 +150,056 $314,771
     SCZ5,336,919+150,056$314,771
ISHARES TR (IJH) 957,274 +33,333 $250,308
     IJH957,274+33,333$250,308
ISHARES TR (IEI) 2,073,531 -49,177 $239,000
     IEI2,073,531-49,177$239,000
AMERICAN CENTY ETF TR (AVDV) 4,132,902 +172,810 $237,890
     AVDV4,132,902+172,810$237,890
ISHARES TR (ITOT) 2,418,738 -31,825 $236,649
     ITOT2,418,738-31,825$236,649
NVIDIA CORPORATION      $224,311
     NVDA529,554-43,882$224,012
     Call3,500+3,400$349
     Put19,900+1,200$50
SPDR SER TR (SPIB) 6,780,877 -167,835 $217,734
     SPIB6,780,877-167,835$217,734
SPDR INDEX SHS FDS (EWX) 3,986,227 +163,125 $209,317
     EWX3,986,227+163,125$209,317
INVESCO QQQ TR      $207,814
     QQQ562,510-14,705$207,802
     Call100-800$13
     Put800-1,700$1
TESLA INC      $201,089
     TSLA771,815+2,762$202,038
     Put138,700+1,000$955
     Call400+300$6
PROCTER AND GAMBLE CO 1,222,499 -24,057 $185,502
     PG1,222,499-24,057$185,502
ALPHABET INC      $174,757
     GOOGL1,448,768+55,532$173,418
     Call30,500+500$1,345
     Put17,500+1,500$6

See Full List: All Stocks Held By Creative Planning
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Creative Planning

Size ($ in 1000's)
At 06/30/2023: $75,067,884
At 03/31/2023: $69,427,518

Combined Holding Report Includes:
Creative Planning
CREATIVE PLANNING TRUST Co LLC

Creative Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Creative Planning 13F filings. Link to 13F filings: SEC filings

Creative Planning Top Holdings 13F Filings | www.HoldingsChannel.com

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