Creative Planning

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Overland Park, KS
CIK
0001540235
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 2,743 53,924,348 VO, VTI, VCIT, SPDW 13F-HR 2/14/2024 000154023524000002
Q3 2023 2,902 74,941,949 IVV, VEA, BND, IEMG 13F-HR 11/16/2023 000158064223006235
Q2 2023 2,646 75,067,879 IVV, VEA, BND, IEMG 13F-HR 7/21/2023 000158064223003749
Q1 2023 2,647 69,427,549 IVV, VEA, BND, IEMG 13F-HR 5/15/2023 000158064223002722
Q4 2022 2,492 66,497,520 IVV, VEA, BND, IEMG 13F-HR 2/10/2023 000158064223000807
Q3 2022 2,342 57,822,468 IVV, VEA, BND, IEMG 13F-HR 11/3/2022 000158064222005553
Q2 2022 2,306 60,706,322 IVV, VEA, IEMG, BND 13F-HR 8/15/2022 000158064222004115
Q1 2022 2,394 64,569,588 IVV, VEA, BND, IEMG 13F-HR 5/16/2022 000158064222002777
Q4 2021 2,078 62,248,247 IVV, VEA, BND, IEMG 13F-HR 2/11/2022 000158064222000806
Q3 2021 2,124 56,364,077 IVV, VEA, BND, IEMG 13F-HR 11/10/2021 000158064221005383
Q2 2021 2,064 56,322,312 IVV, VEA, BND, IEMG 13F-HR 8/4/2021 000158064221003538
Q1 2021 2,680 49,634,772 IVV, VEA, IEMG, VCIT 13F-HR 4/30/2021 000158064221001976
Q4 2020 2,432 45,456,644 IVV, VEA, IEMG, VCIT 13F-HR 1/29/2021 000158064221000379
Q3 2020 2,237 38,304,919 IVV, VEA, VCIT, IEMG 13F-HR 11/5/2020 000158064220004071
Q2 2020 2,051 34,561,330 IVV, VEA, VCIT, AGG 13F-HR 7/23/2020 000158064220002702
Q1 2020 1,908 28,197,878 IVV, VEA, VCIT, AGG 13F-HR 5/5/2020 000158064220001998
Q4 2019 2,081 33,314,058 VEA, AGG, IVV, VCIT 13F-HR 1/30/2020 000158064220000445
Q3 2019 2,081 30,711,361 VEA, AGG, VCIT, IVV 13F-HR 11/1/2019 000158064219004915
Q2 2019 2,098 29,723,279 VEA, VCIT, AGG, IVV 13F-HR 7/26/2019 000158064219003351
Q1 2019 2,072 27,753,508 VEA, VCIT, IVV, AGG 13F-HR 4/24/2019 000158064219002070
Q4 2018 2,019 24,392,278 VEA, VCIT, AGG, IVV RESTATEMENT 2/12/2019 000158064219000760
Q3 2018 2,115 26,955,153 VEA, IVV, VCIT, IEMG 13F-HR 10/25/2018 000158064218004992
Q2 2018 2,068 25,464,079 VEA, IVV, VCIT, IEMG 13F-HR 7/20/2018 000158064218003439
Q1 2018 2,080 24,565,801 VEA, IVV, IEMG, VCIT 13F-HR 4/18/2018 000158064218002117
Q4 2017 1,908 23,205,305 VEA, IVV, VCIT, VO 13F-HR 1/17/2018 000158064218000265
Q3 2017 1,881 21,531,252 VEA, IVV, VCIT, VO 13F-HR 10/17/2017 000158064217005568
Q2 2017 4,845 19,757,569 VEA, IVV, VCIT, VO 13F-HR 7/12/2017 000158064217003871
Q1 2017 4,860 18,307,521 VEA, IVV, VCIT, VO 13F-HR 4/7/2017 000158064217002214
Q4 2016 4,877 16,418,229 VEA, VCIT, IVV, VO 13F-HR 1/9/2017 000158064217000125
Q3 2016 4,786 15,704,875 VEA, VCIT, IVV, AGG 13F-HR 10/12/2016 000158064216011512
Q2 2016 4,557 13,812,074 VEA, VCIT, IVV, VO 13F-HR 7/12/2016 000158064216009717
Q1 2016 4,520 12,826,272 VEA, VCIT, IVV, VO 13F-HR 4/8/2016 000158064216008021
Q4 2015 4,617 12,159,612 VEA, VCIT, IVV, AGG 13F-HR 1/11/2016 000158064216006237
Q3 2015 4,491 11,324,244 VEA, VCIT, AGG, IVV 13F-HR 10/9/2015 000158064215004643
Q2 2015 1,109 11,021,170 VCIT, VO, VEA, AGG 13F-HR 7/9/2015 000158064215002938
Q1 2015 4,392 10,640,682 VO, VEA, VCIT, SJNK 13F-HR 4/13/2015 000158064215001666
Q4 2014 4,326 9,614,678 VO, VCIT, VEA, IVV 13F-HR 1/29/2015 000158064215000402
Q3 2014 4,180 8,621,098 VO, VCIT, VEA, VV 13F-HR 10/10/2014 000091047214004539
Q2 2014 3,941 7,711,993 VEA, VO, VV, VWO 13F-HR 8/20/2014 000091047214003507
Q1 2014 3,777 6,645,718 VV, VEA, VO, VWO 13F-HR 4/11/2014 000091047214001635
Q4 2013 3,445 5,857,497 VV, VEA, VO, VWO 13F-HR 1/6/2014 000091047214000014
Additional filings from Creative Planning that have since been restated