Creative Planning has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $90.1 Billion distributed in 4679 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $10.8B, Vanguard Ftse Developed Market with a value of $6.68B, Vanguard Bd Index Fd Inc Total with a value of $5.5B, Ishares Inc with a value of $3.68B, and Spdr Portfolio with a value of $3.53B.
Examining the 13F form we can see an increase of $6.8B in the current position value, from $83.3B to 90.1B.
Creative Planning is based out at Overland Park, KS
Below you can find more details about Creative Planning portfolio as well as his latest detailed transactions.
Portfolio value
$90.1 Billion
ETFs: $74.4 Billion
Technology: $4.86 Billion
Financial Services: $2.81 Billion
Consumer Cyclical: $1.61 Billion
Healthcare: $1.58 Billion
Industrials: $1.21 Billion
Communication Services: $1.17 Billion
Consumer Defensive: $1.07 Billion
Other: $1.43 Billion
Stock Holdings Table Market Cap. of Under $50 Millions