Creative Planning Top Holdings 13F Filings

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.

Entity	Amount	Change 03/31/2023 to 06/30/2023	Position Size ($ in 1000's)
ISHARES TR (IVV)	19,890,387	+999,326	$8,865,344
IVV	19,890,387	+998,726	$8,865,344
VANGUARD TAX MANAGED FDS (VEA)			$5,652,704
VEA	122,405,892	+6,390,499	$5,652,704
Put	300	UNCH	$0
VANGUARD BD INDEX FDS (BND)	49,708,772	+6,759,628	$3,613,331
BND	49,708,772	+6,759,628	$3,613,331
ISHARES INC (IEMG)			$3,325,403
IEMG	67,466,075	+5,611,946	$3,325,403
Put	400	UNCH	$0
SPDR SER TR (SPMD)	58,257,661	+4,659,619	$2,673,444
SPMD	58,257,661	+4,659,619	$2,673,444
VANGUARD INDEX FDS (VV)	12,663,000	+100,975	$2,567,043
VV	12,663,000	+100,975	$2,567,043
VANGUARD INDEX FDS (VTI)	8,724,857	-92,266	$1,921,911
VTI	8,724,857	-92,266	$1,921,911
VANGUARD SCOTTSDALE FDS (VCIT)	23,097,075	+303,787	$1,825,362
VCIT	23,097,075	+303,787	$1,825,362
VANGUARD INDEX FDS (VO)	8,247,712	+205,270	$1,815,816
VO	8,247,712	+205,270	$1,815,816
SPDR INDEX SHS FDS (SPDW)	52,312,871	+1,553,182	$1,702,261
SPDW	52,312,871	+1,553,182	$1,702,261
APPLE INC			$1,690,301
AAPL	8,710,829	-104,850	$1,689,640
Call	11,100	UNCH	$725
Put	201,300	-65,100	$64
VANGUARD INDEX FDS (VNQ)	19,805,499	-228,963	$1,654,948
VNQ	19,805,499	-228,963	$1,654,948
SCHWAB STRATEGIC TR	29,062,002	-384,922	$1,521,977
SCHX	29,062,002	-384,922	$1,521,977
WISDOMTREE TR	30,890,964	+1,951,499	$1,437,357
DGS	30,890,964	+1,951,499	$1,437,357
SPDR S&P 500 ETF TR (SPY)			$1,387,656
SPY	3,130,476	-279,201	$1,387,677
Put	9,300	+6,300	$30
Call	500	-300	$9
SPDR SER TR (SPLG)	25,367,366	+1,216,345	$1,321,893
SPLG	25,367,366	+1,216,345	$1,321,893
ISHARES TR (MUB)	11,101,777	+1,106,336	$1,184,893
MUB	11,101,777	+1,106,336	$1,184,893
ISHARES TR (AGG)	11,245,592	+105,616	$1,101,506
AGG	11,245,592	+105,616	$1,101,506
ISHARES TR (IDEV)	17,955,954	-87,874	$1,097,468
IDEV	17,955,954	-87,874	$1,097,468
VANGUARD MUN BD FDS (VTEB)	19,754,060	-201,003	$992,049
VTEB	19,754,060	-201,003	$992,049
BERKSHIRE HATHAWAY INC DEL			$961,855
BRK.B	2,640,202	+15,488	$900,309
BRK.A	119	UNCH	$61,578
Put	16,300	-100	$47
Call	300	UNCH	$15
VANGUARD INTL EQUITY INDEX F (VWO)	22,862,951	+409,171	$930,065
VWO	22,862,951	+409,171	$930,065
SPDR INDEX SHS FDS (SPEM)			$820,743
SPEM	23,872,695	+678,233	$820,743
Put	1,300	UNCH	$0
SCHWAB STRATEGIC TR	10,267,889	-201,223	$729,328
SCHM	10,267,889	-201,223	$729,328
SCHWAB STRATEGIC TR	20,311,971	+737,314	$724,122
SCHF	20,311,971	+737,314	$724,122
MICROSOFT CORP			$710,709
MSFT	2,080,877	+50,299	$708,622
Call	17,200	-19,800	$2,088
Put	3,700	-5,300	$1
SCHWAB STRATEGIC TR	25,655,952	-239,266	$631,906
SCHE	25,655,952	-239,266	$631,906
DIMENSIONAL ETF TRUST (DFAT)	13,243,059	+910,216	$614,346
DFAT	13,243,059	+910,216	$614,346
SCHWAB STRATEGIC TR	31,059,410	+252,615	$606,590
SCHH	31,059,410	+252,615	$606,590
DIMENSIONAL ETF TRUST (DFAS)	9,892,843	+776,404	$542,128
DFAS	9,892,843	+776,404	$542,128
SPDR SER TR (SPSB)	17,115,888	+4,238,756	$503,892
SPSB	17,115,888	+4,238,756	$503,892
SELECT SECTOR SPDR TR (XLRE)			$422,859
XLRE	11,219,432	+4,604,451	$422,860
Put	300	+300	$1
VANGUARD WHITEHALL FDS (VYM)	3,958,884	-197,961	$419,919
VYM	3,958,884	-197,961	$419,919
VANGUARD SCOTTSDALE FDS (VGIT)	6,887,543	+823,226	$404,023
VGIT	6,887,543	+823,226	$404,023
VANGUARD INDEX FDS (VB)	1,859,076	+5,166	$369,752
VB	1,859,076	+5,166	$369,752
AMAZON COM INC			$357,892
AMZN	2,744,735	+44,519	$357,804
Call	3,500	+2,400	$92
Put	13,500	-7,500	$4
AMERICAN CENTY ETF TR (AVUV)	4,339,410	+308,436	$336,782
AVUV	4,339,410	+308,436	$336,782
VANGUARD INDEX FDS (VOO)	793,594	+7,812	$323,215
VOO	793,594	+7,812	$323,215
ISHARES TR (SCZ)	5,336,919	+150,056	$314,771
SCZ	5,336,919	+150,056	$314,771
ISHARES TR (IJH)	957,274	+33,333	$250,308
IJH	957,274	+33,333	$250,308
ISHARES TR (IEI)	2,073,531	-49,177	$239,000
IEI	2,073,531	-49,177	$239,000
AMERICAN CENTY ETF TR (AVDV)	4,132,902	+172,810	$237,890
AVDV	4,132,902	+172,810	$237,890
ISHARES TR (ITOT)	2,418,738	-31,825	$236,649
ITOT	2,418,738	-31,825	$236,649
NVIDIA CORPORATION			$224,311
NVDA	529,554	-43,882	$224,012
Call	3,500	+3,400	$349
Put	19,900	+1,200	$50
SPDR SER TR (SPIB)	6,780,877	-167,835	$217,734
SPIB	6,780,877	-167,835	$217,734
SPDR INDEX SHS FDS (EWX)	3,986,227	+163,125	$209,317
EWX	3,986,227	+163,125	$209,317
INVESCO QQQ TR			$207,814
QQQ	562,510	-14,705	$207,802
Call	100	-800	$13
Put	800	-1,700	$1
TESLA INC			$201,089
TSLA	771,815	+2,762	$202,038
Put	138,700	+1,000	$955
Call	400	+300	$6
PROCTER AND GAMBLE CO	1,222,499	-24,057	$185,502
PG	1,222,499	-24,057	$185,502
ALPHABET INC			$174,757
GOOGL	1,448,768	+55,532	$173,418
Call	30,500	+500	$1,345
Put	17,500	+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

Creative Planning Info

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

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