Creative Planning
CIK Number: 0001540235
102.83B
Market Value
2,912
# of Holdings
17 months
Avg. Holding Period
35.19%
Win Rate
10.19%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 562.36 | +0.76% | 21.65M | +1.33% | 12.75B | 338.83 | 12.40% |
| 2 | BND | Vanguard Total ... | 73.43 | +0.14% | 100.57M | +9.69% | 7.23B | 76.98 | 7.03% |
| 3 | VEA | Vanguard Develo... | 50.88 | -0.7% | 143.28M | -1.27% | 6.85B | 43.91 | 6.66% |
| 4 | SPMD | SPDR Portfolio ... | 51.20 | +0.31% | 76.99M | +5.11% | 4.21B | 42.78 | 4.09% |
| 5 | IEMG | iShares Core MS... | 53.98 | -0.2% | 70.66M | +0.46% | 3.69B | 51.11 | 3.59% |
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