Creative Planning
CIK Number: 0001540235
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 660.91 | +0.83% | 21.83M | +0.82% | 12.27B | 340.65 | 11.53% | Share |
| 2 | BND | Vanguard Total ... | 74.66 | +0.21% | 108.56M | +7.95% | 7.97B | 76.72 | 7.50% | Share |
| 3 | VEA | Vanguard Develo... | 60.07 | +1.11% | 138.35M | -3.44% | 7.03B | 43.91 | 6.61% | Share |
| 4 | SPMD | SPDR Portfolio ... | 58.30 | +1.67% | 80.14M | +4.09% | 4.1B | 43.11 | 3.86% | Share |
| 5 | IEMG | iShares Core MS... | 64.81 | +1.23% | 72.47M | +2.56% | 3.91B | 51.18 | 3.68% | Share |
| 6 | VV | Vanguard Large ... | 303.83 | +0.80% | 12.68M | -0.42% | 3.26B | 141.87 | 3.06% | Share |
| 7 | SPDW | SPDR Portfolio ... | 42.72 | +1.05% | 86.62M | +26.07% | 3.15B | 30.66 | 2.97% | Share |
| 8 | AAPL | Apple Inc. | 230.03 | +1.43% | 10.18M | -1.16% | 2.26B | 81.41 | 2.13% | Share |
| 9 | VO | Vanguard Mid Ca... | 293.64 | +1.36% | 8.21M | +1.55% | 2.12B | 140.9 | 2.00% | Share |
| 10 | VCIT | Vanguard Interm... | 84.49 | +0.30% | 25.01M | +1.59% | 2.04B | 85.79 | 1.92% | Share |
| 11 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 30.82M | +1.34% | 2.03B | 46.16 | 1.91% | Share |
| 12 | SCHX | Schwab U.S. Lar... | 26.06 | +0.81% | 82.66M | +0.24% | 1.83B | 13.84 | 1.72% | Share |
| 13 | VTI | Vanguard Total ... | 324.77 | +0.92% | 6.54M | -1.21% | 1.8B | 175.4 | 1.69% | Share |
| 14 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 2.99M | +1.61% | 1.67B | 368.9 | 1.57% | Share |
| 15 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 2.76M | +2.24% | 1.47B | 166.06 | 1.38% | Share |
| 16 | XLRE | The Real Estate... | 42.53 | +1.61% | 34.51M | +8.08% | 1.44B | 38.6 | 1.36% | Share |
| 17 | MUB | iShares Nationa... | 106.47 | +0.36% | 13.12M | -0.78% | 1.38B | 110.55 | 1.30% | Share |
| 18 | SPSB | SPDR Portfolio ... | 30.26 | +0.10% | 43.21M | +7.07% | 1.3B | 29.62 | 1.22% | Share |
| 19 | VTEB | Vanguard Tax-Ex... | 50.02 | +0.39% | 26.15M | +4.05% | 1.3B | 51.28 | 1.22% | Share |
| 20 | VNQ | Vanguard Real E... | 93.26 | +1.85% | 14.21M | -4.57% | 1.29B | 86.96 | 1.21% | Share |
| 21 | AGG | iShares Core U.... | 100.63 | +0.19% | 12.7M | -1.36% | 1.26B | 107.63 | 1.18% | Share |
| 22 | IDEV | iShares Core MS... | 80.03 | +1.04% | 17.7M | -1.64% | 1.22B | 53.26 | 1.15% | Share |
| 23 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 2.78M | +4.85% | 1.05B | 202.15 | 0.98% | Share |
| 24 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 9.34M | +5.86% | 1.01B | 58.46 | 0.95% | Share |
| 25 | AVDV | Avantis Interna... | 88.16 | +1.07% | 14.44M | +50.16% | 1.01B | 64.14 | 0.95% | Share |
| 26 | DFAS | Dimensional U.S... | 69.41 | +1.79% | 16.82M | +27.01% | 1.01B | 58.23 | 0.94% | Share |
| 27 | AVUV | Avantis U.S. Sm... | 101.64 | +1.59% | 11.24M | +40.66% | 979.83M | 84.05 | 0.92% | Share |
| 28 | SPEM | SPDR Portfolio ... | 46.11 | +1.18% | 22.67M | -2.47% | 892.67M | 33.82 | 0.84% | Share |
| 29 | VWO | Vanguard Emergi... | 53.57 | +1.23% | 19.01M | -2.05% | 860.31M | 44.12 | 0.81% | Share |
| 30 | VGIT | Vanguard Interm... | 60.34 | +0.07% | 13.76M | +8.08% | 817.49M | 61.42 | 0.77% | Share |
| 31 | SCHF | Schwab Internat... | 23.25 | +1.15% | 41.26M | -1.15% | 816.07M | 16.24 | 0.77% | Share |
| 32 | SCHM | Schwab U.S. Mid... | 30.14 | +1.58% | 28.92M | +1.13% | 757.68M | 18.37 | 0.71% | Share |
| 33 | DFAT | Dimensional U.S... | 59.63 | +1.74% | 13.95M | -0.9% | 718.05M | 44.94 | 0.68% | Share |
| 34 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 1.32M | +4.68% | 679.03M | 391.72 | 0.64% | Share |
| 35 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 3.4M | +3.71% | 647.26M | 108.79 | 0.61% | Share |
| 36 | SCHE | Schwab Emerging... | 32.74 | +1.24% | 20.08M | -1.74% | 553.56M | 23.88 | 0.52% | Share |
| 37 | SCHH | Schwab U.S. REI... | 21.79 | +1.54% | 23.4M | -3.68% | 503.33M | 19.75 | 0.47% | Share |
| 38 | VYM | Vanguard High D... | 142.04 | +0.90% | 3.62M | -0.8% | 466.82M | 97.64 | 0.44% | Share |
| 39 | META | Meta Platforms,... | 750.90 | -0.14% | 779.77K | +6.97% | 449.43M | 215.84 | 0.42% | Share |
| 40 | VB | Vanguard Small ... | 258.07 | +1.77% | 2M | +5.48% | 443.18M | 163.3 | 0.42% | Share |
| 41 | DGS | WisdomTree Emer... | 58.58 | +0.83% | 7.04M | -21.13% | 339.99M | 46.49 | 0.32% | Share |
| 42 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 2.17M | +9.94% | 335.55M | 105.15 | 0.32% | Share |
| 43 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 1.34M | +13.14% | 327.49M | 134.92 | 0.31% | Share |
| 44 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 651.29K | +7.75% | 305.4M | 292.09 | 0.29% | Share |
| 45 | IJH | iShares Core S&... | 66.52 | +1.68% | 5M | +1.18% | 291.92M | 34.84 | 0.27% | Share |
| 46 | SCZ | iShares MSCI EA... | 77.13 | +1.09% | 4.5M | -4.2% | 285.82M | 54.87 | 0.27% | Share |
| 47 | SUB | iShares Short-T... | 107.25 | +0.05% | 2.57M | +0.41% | 270.94M | 104.19 | 0.25% | Share |
| 48 | ITOT | iShares Core S&... | 144.19 | +0.91% | 2.14M | +0.95% | 261.52M | 84.14 | 0.25% | Share |
| 49 | GOOG | Alphabet Inc. | 240.78 | +0.51% | 1.6M | +3.28% | 249.38M | 100.06 | 0.23% | Share |
| 50 | PG | The Procter & G... | 158.63 | +0.81% | 1.43M | +3.20% | 243.21M | 127.57 | 0.23% | Share |
| 51 | SPIB | SPDR Portfolio ... | 33.97 | +0.16% | 6.97M | +1.98% | 231.57M | 33.39 | 0.22% | Share |
| 52 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 878.79K | +1.78% | 227.75M | 129.55 | 0.21% | Share |
| 53 | COST | Costco Wholesal... | 964.32 | +0.84% | 238.39K | +7.45% | 225.46M | 440.51 | 0.21% | Share |
| 54 | V | Visa Inc. | 343.48 | +1.59% | 637.23K | +10.45% | 223.32M | 177.19 | 0.21% | Share |
| 55 | IEFA | iShares Core MS... | 87.33 | +1.05% | 2.91M | +5.12% | 220.22M | 64.14 | 0.21% | Share |
| 56 | DFUV | Dimensional US ... | 44.83 | +1.43% | 5.3M | -1.75% | 218.24M | 34.32 | 0.21% | Share |
| 57 | DFUS | Dimensional U.S... | 71.62 | +0.86% | 3.56M | -1.23% | 215.29M | 53.29 | 0.20% | Share |
| 58 | VIG | Vanguard Divide... | 216.56 | +0.90% | 1.11M | +0.43% | 214.97M | 147.09 | 0.20% | Share |
| 59 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 257.98K | +9.53% | 213.06M | 402.11 | 0.20% | Share |
| 60 | FBND | Fidelity Total ... | 46.57 | +0.17% | 4.66M | +466.67% | 212.64M | 45.52 | 0.20% | Share |
| 61 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 1.78M | -0.05% | 211.63M | 90.82 | 0.20% | Share |
| 62 | IWB | iShares Russell... | 361.81 | +0.84% | 667.13K | +2.22% | 204.63M | 172.85 | 0.19% | Share |
| 63 | HD | The Home Depot,... | 423.33 | +2.44% | 532.9K | +3.84% | 195.3M | 254.17 | 0.18% | Share |
| 64 | IEI | iShares 3-7 Yea... | 120.01 | +0.03% | 1.54M | -6.25% | 182.36M | 126.37 | 0.17% | Share |
| 65 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 1.08M | +9.94% | 179.58M | 144.55 | 0.17% | Share |
| 66 | WMT | Walmart Inc. | 102.63 | +2.21% | 2.02M | +7.04% | 177.64M | 47.82 | 0.17% | Share |
| 67 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 843.03K | +10.77% | 176.63M | 125.38 | 0.17% | Share |
| 68 | MDY | SPDR S&P MIDCAP... | 607.31 | +1.68% | 323.64K | +30.17% | 172.65M | 415.66 | 0.16% | Share |
| 69 | EFA | iShares MSCI EA... | 93.37 | +1.07% | 2.11M | +4.38% | 172.5M | 62.85 | 0.16% | Share |
| 70 | IWF | iShares Russell... | 458.61 | +0.52% | 462.63K | +1.78% | 167.05M | 204.91 | 0.16% | Share |
| 71 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 961.86K | +13.66% | 161.04M | 86.84 | 0.15% | Share |
| 72 | BRK-A | Berkshire Hatha... | 744765.00 | +0.92% | 201 | +1.73K% | 160.42M | 782033.99 | 0.15% | Share |
| 73 | DOL | WisdomTree Inte... | 62.67 | +0.89% | 2.69M | -1.06% | 148.37M | 45.26 | 0.14% | Share |
| 74 | IJR | iShares Core S&... | 120.07 | +2.08% | 1.37M | -12.61% | 143.14M | 89.17 | 0.13% | Share |
| 75 | DFIV | Dimensional Int... | 46.48 | +0.88% | 3.52M | -0.82% | 138.52M | 32.47 | 0.13% | Share |
| 76 | KO | The Coca-Cola C... | 67.59 | -0.34% | 1.93M | +3.55% | 138.15M | 55.72 | 0.13% | Share |
| 77 | BIL | SPDR Bloomberg ... | 91.57 | +0.01% | 1.42M | +6.18% | 130.66M | 91.49 | 0.12% | Share |
| 78 | MA | Mastercard Inco... | 588.73 | +1.61% | 235.56K | +7.44% | 129.12M | 350.25 | 0.12% | Share |
| 79 | EWX | SPDRÂ S&PÂ Emergi... | 67.43 | +0.64% | 2.22M | -7.97% | 125.68M | 42.55 | 0.12% | Share |
| 80 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 4.48M | +3.46% | 125.37M | 24.24 | 0.12% | Share |
| 81 | BAC | Bank of America... | 50.73 | +1.19% | 2.99M | +11.33% | 124.68M | 31.04 | 0.12% | Share |
| 82 | SPTM | SPDR Portfolio ... | 79.80 | +0.91% | 1.81M | +448.23% | 123.29M | 66.84 | 0.12% | Share |
| 83 | SPSM | SPDR Portfolio ... | 46.80 | +1.99% | 3.02M | -3.78% | 122.95M | 28.76 | 0.12% | Share |
| 84 | ESGV | Vanguard ESG U.... | 117.23 | +0.91% | 1.25M | +0.82% | 122.82M | 73.31 | 0.12% | Share |
| 85 | IWM | iShares Russell... | 240.78 | +1.84% | 603.75K | +1.74% | 120.44M | 186.92 | 0.11% | Share |
| 86 | VTV | Vanguard Value ... | 186.08 | +1.23% | 688.66K | +3.37% | 118.96M | 131.32 | 0.11% | Share |
| 87 | ABT | Abbott Laborato... | 132.65 | +2.54% | 891.51K | +8.64% | 118.26M | 91.82 | 0.11% | Share |
| 88 | AMLP | Alerian MLP ETF | 47.77 | +0.27% | 2.27M | -1.28% | 117.86M | 24.8 | 0.11% | Share |
| 89 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 223.94K | +8.02% | 117.29M | 392.88 | 0.11% | Share |
| 90 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 124.27K | +5.67% | 115.88M | 401.94 | 0.11% | Share |
| 91 | ORCL | Oracle Corporat... | 307.79 | -6.26% | 826.19K | +7.39% | 115.51M | 85.93 | 0.11% | Share |
| 92 | MCD | McDonald's Corp... | 308.37 | +0.79% | 367.65K | +3.27% | 114.84M | 188.01 | 0.11% | Share |
| 93 | VUG | Vanguard Growth... | 469.69 | +0.53% | 297.38K | +0.98% | 110.27M | 225.16 | 0.10% | Share |
| 94 | DLN | WisdomTree U.S.... | 86.39 | +1.05% | 1.38M | -0.14% | 109.87M | 49.32 | 0.10% | Share |
| 95 | CVX | Chevron Corpora... | 158.25 | +0.29% | 652.41K | +6.08% | 109.14M | 130.8 | 0.10% | Share |
| 96 | AVUS | Avantis U.S. Eq... | 107.98 | +1.06% | 1.16M | -6.77% | 106.76M | 68.32 | 0.10% | Share |
| 97 | SCHA | Schwab U.S. Sma... | 27.95 | +1.80% | 4.55M | +0.56% | 106.6M | 18.83 | 0.10% | Share |
| 98 | MLPA | Global X MLP ET... | 49.33 | +0.51% | 1.95M | -1.8% | 103.76M | 27.56 | 0.10% | Share |
| 99 | IWD | iShares Russell... | 203.85 | +1.30% | 536.34K | +0.87% | 100.92M | 127.34 | 0.09% | Share |
| 100 | DEM | WisdomTree Emer... | 47.28 | +0.79% | 2.18M | -2.14% | 91.85M | 41.75 | 0.09% | Share |
| 101 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 603.49K | +8.70% | 90.49M | 148.72 | 0.09% | Share |
| 102 | BBUS | JPMorgan BetaBu... | 119.18 | +0.84% | 892.95K | +11.5K% | 90.09M | 100.93 | 0.08% | Share |
| 103 | MRK | Merck & Co., In... | 85.16 | +1.34% | 998.2K | +8.30% | 89.6M | 82.87 | 0.08% | Share |
| 104 | IBM | International B... | 256.95 | +0.03% | 350.96K | +7.84% | 87.27M | 171.18 | 0.08% | Share |
| 105 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 262.46K | +8.61% | 86.56M | 217.16 | 0.08% | Share |
| 106 | CSCO | Cisco Systems, ... | 67.69 | -0.65% | 1.39M | +14.62% | 85.71M | 45.03 | 0.08% | Share |
| 107 | VGSH | Vanguard Short-... | 58.82 | +0.03% | 1.41M | +34.00% | 82.95M | 58.69 | 0.08% | Share |
| 108 | TSM | Taiwan Semicond... | 258.82 | -0.62% | 498.28K | +6.03% | 82.72M | 108.86 | 0.08% | Share |
| 109 | VXF | Vanguard Extend... | 210.82 | +1.53% | 479.3K | -0.73% | 82.56M | 179.16 | 0.08% | Share |
| 110 | VEU | Vanguard FTSE A... | 71.28 | +1.12% | 1.36M | +13.63% | 82.38M | 56.48 | 0.08% | Share |
| 111 | ACN | Accenture plc | 244.04 | +0.38% | 255.79K | +1.70% | 79.82M | 282.36 | 0.07% | Share |
| 112 | CGBD | Carlyle Secured... | 13.74 | +0.07% | 4.87M | +36.29K% | 78.83M | 16.18 | 0.07% | Share |
| 113 | VGK | Vanguard Europe... | 79.62 | +1.07% | 1.11M | +7.14% | 77.98M | 61.59 | 0.07% | Share |
| 114 | VSGX | Vanguard ESG In... | 69.43 | +1.11% | 1.31M | +3.69% | 77.41M | 54.83 | 0.07% | Share |
| 115 | DFAC | Dimensional U.S... | 38.42 | +1.08% | 2.32M | +0.87% | 76.47M | 27.73 | 0.07% | Share |
| 116 | DON | WisdomTree U.S.... | 53.25 | +1.54% | 1.53M | -2.01% | 75.69M | 33.11 | 0.07% | Share |
| 117 | CRM | Salesforce, Inc... | 246.23 | +1.51% | 273.72K | +11.38% | 73.46M | 207.24 | 0.07% | Share |
| 118 | VGT | Vanguard Inform... | 718.69 | +0.53% | 133.5K | +7.98% | 72.41M | 307.56 | 0.07% | Share |
| 119 | VOE | Vanguard Mid-Ca... | 174.44 | +1.48% | 447.84K | +0.25% | 71.9M | 125.43 | 0.07% | Share |
| 120 | QCOM | QUALCOMM Incorp... | 161.51 | +1.61% | 465.68K | +7.95% | 71.53M | 117.87 | 0.07% | Share |
| 121 | PM | Philip Morris I... | 167.91 | +1.57% | 441.2K | +13.53% | 70.03M | 102.52 | 0.07% | Share |
| 122 | RTX | RTX Corporation | 157.67 | +1.72% | 526.46K | +6.94% | 69.74M | 85.33 | 0.07% | Share |
| 123 | AMGN | Amgen Inc. | 282.73 | +1.52% | 222.04K | +11.83% | 69.18M | 229.66 | 0.07% | Share |
| 124 | WFC | Wells Fargo & C... | 81.22 | +1.15% | 943.24K | +7.53% | 67.72M | 48.46 | 0.06% | Share |
| 125 | FDL | First Trust Mor... | 44.13 | +0.65% | 1.56M | +4.21K% | 67.7M | 43.22 | 0.06% | Share |
| 126 | UNP | Union Pacific C... | 216.04 | +0.40% | 286.36K | +7.23% | 67.65M | 152.99 | 0.06% | Share |
| 127 | VCSH | Vanguard Short-... | 79.95 | +0.08% | 854.95K | +17.83% | 67.49M | 77.51 | 0.06% | Share |
| 128 | AVEM | Avantis Emergin... | 74.45 | +0.98% | 1.11M | -4.3% | 66.74M | 50.45 | 0.06% | Share |
| 129 | VSS | Vanguard FTSE A... | 143.47 | +1.01% | 570.61K | +13.14% | 65.96M | 117.45 | 0.06% | Share |
| 130 | ESGE | iShares ESG Awa... | 42.42 | +1.27% | 1.86M | +1.74% | 65.14M | 36.08 | 0.06% | Share |
| 131 | DIS | The Walt Disney... | 117.06 | +1.10% | 643.03K | +6.39% | 63.47M | 98.63 | 0.06% | Share |
| 132 | SDY | SPDRÂ S&PÂ Divide... | 141.50 | +1.38% | 464.22K | +2.75% | 62.99M | 92.13 | 0.06% | Share |
| 133 | NEE | NextEra Energy,... | 71.40 | +0.51% | 878.62K | +4.87% | 62.29M | 58.76 | 0.06% | Share |
| 134 | ANET | Arista Networks... | 153.03 | +1.53% | 794.79K | +83.89% | 61.58M | 95.45 | 0.06% | Share |
| 135 | IVW | iShares S&P 500... | 118.83 | +0.49% | 658.57K | +14.26% | 61.13M | 59.36 | 0.06% | Share |
| 136 | VBR | Vanguard Small ... | 212.40 | +1.71% | 320.03K | -2.41% | 59.62M | 154.99 | 0.06% | Share |
| 137 | QTEC | First Trust NAS... | 218.34 | +1.19% | 340.58K | +3.36K% | 59.11M | 173.03 | 0.06% | Share |
| 138 | SPYG | SPDR Portfolio ... | 102.90 | +0.48% | 730.55K | -0.03% | 58.71M | 71.19 | 0.06% | Share |
| 139 | IWR | iShares Russell... | 97.50 | +1.47% | 684.54K | +12.75% | 58.23M | 59.52 | 0.05% | Share |
| 140 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 200.17K | +11.63% | 57.68M | 176.38 | 0.05% | Share |
| 141 | ETN | Eaton Corporati... | 360.08 | -0.6% | 212.03K | +20.13% | 57.64M | 189.41 | 0.05% | Share |
| 142 | ESML | iShares ESG Awa... | 45.41 | +1.71% | 1.45M | +1.76% | 55.86M | 35.81 | 0.05% | Share |
| 143 | T | AT&T Inc. | 29.48 | +0.98% | 1.95M | +7.42% | 55.27M | 23.54 | 0.05% | Share |
| 144 | CRWD | CrowdStrike Hol... | 433.38 | +2.00% | 155.77K | +2.65% | 54.92M | 184.23 | 0.05% | Share |
| 145 | FI | Fiserv, Inc. | 135.69 | +2.69% | 246.52K | +18.34% | 54.44M | 142 | 0.05% | Share |
| 146 | BSY | Bentley Systems... | 53.46 | +1.54% | 1.36M | +0.77% | 53.34M | 50.8 | 0.05% | Share |
| 147 | LMT | Lockheed Martin... | 470.72 | +1.48% | 119.03K | +9.86% | 53.17M | 394.42 | 0.05% | Share |
| 148 | LOW | Lowe's Companie... | 272.34 | +2.17% | 225.8K | +1.58% | 52.66M | 143.85 | 0.05% | Share |
| 149 | ADBE | Adobe Inc. | 350.55 | +0.11% | 135.84K | -16.86% | 52.1M | 437.64 | 0.05% | Share |
| 150 | HON | Honeywell Inter... | 215.31 | +1.71% | 245.5K | -0.35% | 51.99M | 173.18 | 0.05% | Share |