Creative Planning Incresed Positions in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
398K
+ 1.82%
$498.8 - $620.9 $199M - $247M
22.2M $13.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13M
+ 15.03%
$32.66 - $40.75 $425M - $530M
99.6M $4.03B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.33M
+ 5.83%
$72.02 - $73.82 $456M - $467M
115M $8.46B
AVDV
American Centy ETF Tr Avantis

ETFs
3.95M
+ 27.31%
$61.76 - $79.32 $244M - $313M
18.4M $1.46B
SPMD
Spdr Portfolio

ETFs
2.92M
+ 3.65%
$44.89 - $54.38 $131M - $159M
83.1M $4.52B
MSFT
Microsoft Corp

Technology
131K
+ 4.7%
$354.56 - $497.45 $46.4M - $65.1M
2.92M $1.45B
AVUV
American Centy ETF Tr Avantis

ETFs
3.35M
+ 29.84%
$75.17 - $91.21 $252M - $306M
14.6M $1.33B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.41M
+ 20.26%
$52.31 - $63.72 $178M - $217M
20.2M $1.29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
320K
+ 1.04%
$58.41 - $72.69 $18.7M - $23.3M
31.1M $2.26B
VO
Vanguard Mid Cap ETF

ETFs
195K
+ 2.37%
$228.54 - $279.83 $44.5M - $54.4M
8.41M $2.35B
IDEV
Ishares Core Msci Intl Develop

ETFs
283K
+ 1.6%
$61.79 - $76.67 $17.5M - $21.7M
18M $1.37B
AVGO
Broadcom Inc.

Technology
119K
+ 12.4%
$146.29 - $275.65 $17.4M - $32.9M
1.08M $298M
AMZN
Amazon Com Inc

Consumer Cyclical
108K
+ 3.18%
$167.32 - $223.3 $18.1M - $24.1M
3.51M $770M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.88M
+ 8.34%
$37.08 - $42.26 $107M - $122M
37.4M $1.55B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.16M
+ 63.89%
$60.34 - $74.89 $69.9M - $86.7M
2.97M $222M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
98.7K
+ 0.24%
$17.76 - $22.1 $1.75M - $2.18M
41.4M $914M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
209K
+ 0.92%
$34.72 - $42.74 $7.25M - $8.93M
22.9M $978M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.4K
+ 1.7%
$456.74 - $568.03 $10.2M - $12.7M
1.34M $763M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.29M
+ 9.4%
$58.63 - $59.9 $75.8M - $77.5M
15.1M $900M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
685K
+ 2.37%
$22.92 - $28.05 $15.7M - $19.2M
29.6M $830M
VCIT
Vanguard Intermediate Term Cor

ETFs
506K
+ 2.02%
$79.56 - $82.92 $40.3M - $42M
25.5M $2.12B
GOOGL
Alphabet Inc.

Communication Services
128K
+ 5.91%
$144.7 - $178.6 $18.5M - $22.9M
2.3M $405M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.24M
+ 262.0%
$23.87 - $29.82 $53.4M - $66.7M
3.09M $92.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.14M
+ 4.95%
$29.82 - $30.19 $63.8M - $64.6M
45.4M $1.37B
JPM
Jpmorgan Chase & CO

Financial Services
29.8K
+ 2.24%
$210.28 - $289.91 $6.28M - $8.65M
1.36M $396M
ORCL
Oracle Corp

Technology
9.42K
+ 1.14%
$122.82 - $218.63 $1.16M - $2.06M
836K $183M
NFLX
Netflix Inc

Communication Services
8.04K
+ 6.47%
$855.86 - $1339.13 $6.88M - $10.8M
132K $177M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.52K
+ 0.69%
$416.06 - $551.64 $1.88M - $2.5M
656K $362M
GOOG
Alphabet Inc.

Communication Services
81.9K
+ 5.13%
$146.58 - $180.01 $12M - $14.7M
1.68M $298M
DFAT
Dimensional ETF Tr U S Target

ETFs
150K
+ 1.08%
$44.8 - $53.97 $6.73M - $8.11M
14.1M $761M
IEMG
Ishares Inc

ETFs
773K
+ 1.07%
N/A
73.2M $3.93B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
34K
+ 6.82%
$141.37 - $228.57 $4.8M - $7.76M
532K $121M
CRWD
Crowd Strike Holdings, Inc.

Technology
17.4K
+ 11.19%
$321.63 - $509.31 $5.6M - $8.87M
173K $88.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.5K
+ 0.97%
$320.42 - $424.58 $1.44M - $1.91M
467K $198M
PLTR
Palantir Technologies Inc.

Technology
46.7K
+ 10.66%
$74.01 - $144.25 $3.45M - $6.73M
485K $66.1M
GS
Goldman Sachs Group Inc

Financial Services
18.7K
+ 20.0%
$462.22 - $707.75 $8.62M - $13.2M
112K $79.2M
WMT
Walmart Inc.

Consumer Defensive
76.2K
+ 3.77%
$81.79 - $99.98 $6.23M - $7.62M
2.1M $205M
IWR
Ishares Russell Mid Cap ETF

ETFs
246K
+ 35.92%
$74.88 - $91.97 $18.4M - $22.6M
930K $85.6M
AVSC
American Centy ETF Tr Avantis
451K
+ 271.29%
$42.39 - $51.76 $19.1M - $23.3M
617K $31.8M
APH
Amphenol Corp

Technology
53.4K
+ 10.3%
$59.09 - $98.75 $3.16M - $5.28M
572K $56.5M
COF
Capital One Financial Corp

Financial Services
93.9K
+ 127.11%
$150.57 - $212.76 $14.1M - $20M
168K $35.7M
VGT
Vanguard Information Technolog

ETFs
7.27K
+ 5.45%
$470.37 - $663.28 $3.42M - $4.82M
141K $93.4M
CAT
Caterpillar Inc

Industrials
13.5K
+ 5.14%
$273.94 - $388.21 $3.69M - $5.24M
276K $107M
AMD
Advanced Micro Devices Inc

Technology
29K
+ 7.03%
$78.21 - $143.81 $2.27M - $4.17M
441K $62.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
643K
+ 85.7%
$24.21 - $29.47 $15.6M - $18.9M
1.39M $41M
BAC
Bank Of America Corp

Financial Services
66K
+ 2.21%
$34.39 - $47.46 $2.27M - $3.13M
3.05M $145M
IBM
International Business Machines Corp

Technology
11.9K
+ 3.38%
$221.03 - $294.78 $2.62M - $3.5M
363K $107M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
703K
+ 2.69%
$48.13 - $49.85 $33.8M - $35M
26.9M $1.32B
ETN
Eaton Corp PLC

Industrials
1.32K
+ 0.62%
$246.52 - $356.99 $325K - $471K
213K $76.2M
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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