Creative Planning Reduced Holdings in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-1.84M
- 1.27%
$47.57 - $52.44 $87.4M - $96.4M
143M $6.85B
DGS
Wisdomtree Emerging Markets Sm

ETFs
-4.17M
- 31.85%
$48.87 - $53.53 $204M - $223M
8.92M $437M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.26M
- 7.83%
$87.85 - $98.6 $111M - $125M
14.9M $1.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-610K
- 3.05%
$44.04 - $49.49 $26.8M - $30.2M
19.4M $855M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.4M
- 5.47%
$20.55 - $23.26 $28.9M - $32.7M
24.3M $512M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-794K
- 3.74%
$26.63 - $30.23 $21.2M - $24M
20.4M $544M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-137K
- 2.84%
$60.13 - $67.31 $8.25M - $9.23M
4.7M $285M
IEFA
Ishares Tr

ETFs
-70K
- 2.46%
$70.06 - $77.43 $4.9M - $5.42M
2.77M $195M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-254K
- 9.54%
$58.61 - $64.79 $14.9M - $16.5M
2.41M $141M
AMD
Advanced Micro Devices Inc

Technology
-30.7K
- 7.03%
$118.88 - $172.8 $3.65M - $5.31M
406K $49M
VO
Vanguard Mid Cap ETF

ETFs
-93.4K
- 1.14%
$261.5 - $284.63 $24.4M - $26.6M
8.09M $2.14B
XOM
Exxon Mobil Corp

Energy
-20.8K
- 1.16%
$105.51 - $125.37 $2.2M - $2.61M
1.78M $192M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-107K
- 6.11%
$115.08 - $119.55 $12.3M - $12.8M
1.65M $190M
UNH
Unitedhealth Group Inc

Healthcare
-4.98K
- 2.34%
$485.52 - $625.25 $2.42M - $3.11M
207K $105M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-22.8K
- 1.12%
$75.1 - $82.99 $1.71M - $1.89M
2.02M $153M
JNJ
Johnson & Johnson

Healthcare
-3.47K
- 0.35%
$143.34 - $165.86 $498K - $576K
985K $142M
VTI
Vanguard Total Stock Market Et

ETFs
-206K
- 3.02%
$280.04 - $302.45 $57.8M - $62.4M
6.62M $1.92B
ICLR
Icon PLC

Healthcare
-47.6K
- 85.41%
$187.22 - $297.57 $8.92M - $14.2M
8.13K $1.71M
AVEM
American Centy ETF Tr Avantis

ETFs
-95.1K
- 7.58%
$58.59 - $66.14 $5.57M - $6.29M
1.16M $68.1M
ADBE
Adobe Inc.

Technology
-1.77K
- 1.07%
$437.39 - $552.96 $774K - $978K
163K $72.7M
AMAT
Applied Materials Inc

Technology
-17.3K
- 7.75%
$161.44 - $213.89 $2.8M - $3.7M
206K $33.5M
F
Ford Motor CO

Consumer Cyclical
-1.01M
- 54.0%
$9.69 - $11.4 $9.81M - $11.5M
862K $8.53M
PFE
Pfizer Inc

Healthcare
-257K
- 14.09%
$24.8 - $30.19 $6.36M - $7.75M
1.56M $41.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-103K
- 1.48%
$32.65 - $33.68 $3.36M - $3.47M
6.83M $224M
DFIV
Dimensional ETF Tr

ETFs
-15.1K
- 0.42%
$34.86 - $37.97 $528K - $575K
3.55M $126M
PG
Procter & Gamble CO

Consumer Defensive
-10.5K
- 0.76%
$161.05 - $179.7 $1.7M - $1.89M
1.38M $232M
VEU
Vanguard Ftse All World Ex Us

ETFs
-28.7K
- 2.34%
$57.29 - $63.1 $1.64M - $1.81M
1.2M $68.6M
AKAM
Akamai Technologies Inc

Technology
-92.8K
- 85.47%
N/A
15.8K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
-107
- 0.02%
$385.02 - $431.37 $41.2K - $46.2K
513K $200M
DG
Dollar General Corp

Consumer Defensive
-91.7K
- 63.68%
$73.27 - $84.47 $6.72M - $7.75M
52.3K $3.97M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-81K
- 1.48%
$40.38 - $44.35 $3.27M - $3.59M
5.39M $221M
NU
Nu Holdings Ltd.

Financial Services
-440K
- 52.06%
$10.24 - $15.89 $4.51M - $7M
405K $4.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-43.9K
- 3.21%
$33.93 - $38.37 $1.49M - $1.68M
1.32M $45.4M
ELV
Elevance Health, Inc.

Healthcare
-7.09K
- 23.36%
$365.96 - $514.62 $2.59M - $3.65M
23.2K $8.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-36.8K
- 1.0%
$126.68 - $134.74 $4.67M - $4.96M
3.65M $466M
CARR
Carrier Global Corp

Industrials
-15.2K
- 3.27%
$66.69 - $82.65 $1.01M - $1.26M
450K $30.7M
AVDE
American Centy ETF Tr Avantis

ETFs
-33.7K
- 4.14%
$60.9 - $66.69 $2.05M - $2.25M
781K $47.9M
SHV
Ishares Tr

ETFs
-59.7K
- 32.83%
$109.92 - $110.57 $6.57M - $6.61M
122K $13.5M
SABR
Sabre Corp

Consumer Cyclical
-1.66M
- 55.5%
$3.18 - $4.1 $5.27M - $6.8M
1.33M $4.85M
CVS
Cvs Health Corp

Healthcare
-34.5K
- 13.75%
$43.78 - $67.46 $1.51M - $2.33M
216K $9.71M
LOW
Lowes Companies Inc

Consumer Cyclical
-529
- 0.24%
$244.52 - $284.07 $129K - $150K
222K $54.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-997
- 1.24%
$396.64 - $516.74 $395K - $515K
79.5K $32M
INTC
Intel Corp

Technology
-68.1K
- 5.87%
$19.07 - $26.23 $1.3M - $1.79M
1.09M $21.9M
AVUS
American Centy ETF Tr Avantis

ETFs
-79.1K
- 6.0%
$94.36 - $102.06 $7.46M - $8.07M
1.24M $120M
DFAE
Dimensional ETF Tr

ETFs
-68.7K
- 4.07%
$25.36 - $28.15 $1.74M - $1.93M
1.62M $41M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.64K
- 13.86%
$701.85 - $1046.91 $1.15M - $1.71M
10.2K $7.24M
HCA
Hca Healthcare, Inc.

Healthcare
-86
- 0.18%
$297.52 - $415.61 $25.6K - $35.7K
47.5K $14.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.51K
- 0.77%
$131.66 - $144.0 $462K - $505K
452K $59.7M
AMT
American Tower Corp

Real Estate
-6.77K
- 8.96%
$179.4 - $232.01 $1.22M - $1.57M
68.9K $12.6M
Activity Summary
Buys All Purchases 2506 New Holdings 517 Increased Positions 1989 Sells All Sells 961 Reductions 961 Sold out 0 Options Calls 8 Puts 20
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