Creative Planning
CIK Number: 0001540235
101.00B
Market Value
2,835
# of Holdings
18 months
Avg. Holding Period
68.15%
Win Rate
17.90%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 607.65 | -0.48% | 21.37M | +1.22% | 12.33B | 335.5 | 12.20% | |
| 2 | Vanguard Tax-Ma... | 50.10 | -0.98% | 145.12M | +3.82% | 7.66B | 43.91 | 7.59% | |
| 3 | Vanguard Bd Ind... | 72.94 | -0.42% | 91.69M | +8.58% | 6.89B | 77.47 | 6.82% | |
| 4 | Ishares Inc | 55.07 | -0.58% | 70.34M | +0.15% | 4.04B | 51.1 | 4.00% | |
| 5 | Spdr Ser Tr | 57.87 | -0.54% | 73.25M | +4.96% | 4.01B | 42.17 | 3.97% |
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