CREATIVE PLANNING

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Type
Submitted
Adviser Creative Planning Type 13F-HR Submitted
05/15/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$12,093.2 b % Position11.00 % $ ChangeN / A # Shares21,522,039 # ChangeN / A
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$7,915.7 b % Position7.00 % $ ChangeN / A # Shares107,769,769 # ChangeN / A
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$6,953.6 b % Position7.00 % $ ChangeN / A # Shares136,800,229 # ChangeN / A
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3,873.6 b % Position4.00 % $ ChangeN / A # Shares71,773,100 # ChangeN / A
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$4,055.8 b % Position4.00 % $ ChangeN / A # Shares79,245,512 # ChangeN / A
Adviser Creative Planning Type 13F-HR Submitted
02/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$12,614.8 b % Position12.00 % $ Change3.00 % # Shares21,428,975 # Change1.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$7,195.0 b % Position7.00 % $ Change5.00 % # Shares100,056,281 # Change10.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$6,779.2 b % Position7.00 % $ Change-11.00 % # Shares141,765,419 # Change-1.00 %
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$4,161.2 b % Position4.00 % $ Change5.00 % # Shares76,087,182 # Change5.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3,655.0 b % Position4.00 % $ Change-9.00 % # Shares69,992,153 # Change0.00 %
Adviser Creative Planning Type 13F-HR Submitted
10/11/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$12,203.5 b % Position12.00 % $ Change7.00 % # Shares21,156,427 # Change1.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$7,584.9 b % Position8.00 % $ Change11.00 % # Shares143,625,723 # Change4.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$6,853.8 b % Position7.00 % $ Change13.00 % # Shares91,250,093 # Change9.00 %
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$3,958.5 b % Position4.00 % $ Change12.00 % # Shares72,393,331 # Change5.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$4,000.7 b % Position4.00 % $ Change7.00 % # Shares69,686,578 # Change0.00 %
Adviser Creative Planning Type 13F-HR Submitted
08/15/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$11,436.8 b % Position12.00 % $ Change7.00 % # Shares20,899,354 # Change2.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$6,836.3 b % Position7.00 % $ Change3.00 % # Shares138,329,871 # Change5.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$6,055.5 b % Position6.00 % $ Change11.00 % # Shares84,045,860 # Change11.00 %
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$3,537.5 b % Position4.00 % $ Change1.00 % # Shares68,956,342 # Change5.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3,725.2 b % Position4.00 % $ Change2.00 % # Shares69,590,402 # Change-2.00 %
Adviser Creative Planning Type N-PX Submitted
08/15/2024
Adviser Creative Planning Type 13F-HR Submitted
05/13/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$10,720.0 b % Position12.00 % $ ChangeN / A # Shares20,390,606 # ChangeN / A
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$6,610.0 b % Position7.00 % $ ChangeN / A # Shares131,751,489 # ChangeN / A
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$5,476.5 b % Position6.00 % $ ChangeN / A # Shares75,403,409 # ChangeN / A
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3,650.5 b % Position4.00 % $ ChangeN / A # Shares70,746,983 # ChangeN / A
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$3,486.8 b % Position4.00 % $ ChangeN / A # Shares65,370,085 # ChangeN / A
Adviser Creative Planning Type 13F-HR Submitted
02/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922908629 Stock NameVANGUARD INDEX FDS $ Position$1,898.1 b % Position4.00 % $ ChangeN / A # Shares8,159,087 # ChangeN / A
Stock Ticker97717W281 Stock NameWISDOMTREE TR $ Position$1,611.5 b % Position3.00 % $ ChangeN / A # Shares32,282,211 # ChangeN / A
Stock Ticker808524201 Stock NameSCHWAB STRATEGIC TR $ Position$1,541.4 b % Position3.00 % $ ChangeN / A # Shares27,329,097 # ChangeN / A
Stock Ticker78463X889 Stock NameSPDR INDEX SHS FDS $ Position$1,780.4 b % Position3.00 % $ ChangeN / A # Shares52,349,549 # ChangeN / A
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$1,443.6 b % Position3.00 % $ ChangeN / A # Shares3,036,912 # ChangeN / A
Adviser Creative Planning Type 13F-HR Submitted
11/16/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$8,493.4 b % Position11.00 % $ Change-3.00 % # Shares19,778,237 # Change0.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$5,373.0 b % Position7.00 % $ Change-4.00 % # Shares122,896,303 # Change1.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$3,850.0 b % Position5.00 % $ Change7.00 % # Shares55,172,871 # Change12.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3,306.3 b % Position4.00 % $ Change0.00 % # Shares69,473,890 # Change4.00 %
Stock Ticker922908637 Stock NameVANGUARD INDEX FDS $ Position$2,482.3 b % Position3.00 % $ Change-1.00 % # Shares12,684,939 # Change3.00 %
Adviser Creative Planning Type 13F-HR Submitted
07/21/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$8,782.9 b % Position12.00 % $ Change14.00 % # Shares19,705,361 # Change5.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$5,596.0 b % Position7.00 % $ Change8.00 % # Shares121,177,947 # Change5.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$3,595.3 b % Position5.00 % $ Change14.00 % # Shares49,460,877 # Change16.00 %
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$2,642.7 b % Position4.00 % $ Change13.00 % # Shares57,588,108 # Change9.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3,296.6 b % Position4.00 % $ Change10.00 % # Shares66,881,682 # Change9.00 %
Adviser Creative Planning Type 13F-HR Submitted
05/15/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$7,701.8 b % Position11.00 % $ Change6.00 % # Shares18,735,515 # Change-1.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$5,196.3 b % Position7.00 % $ Change8.00 % # Shares115,038,312 # Change1.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$3,156.5 b % Position5.00 % $ Change9.00 % # Shares42,753,529 # Change6.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2,992.3 b % Position4.00 % $ Change6.00 % # Shares61,330,547 # Change2.00 %
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$2,330.9 b % Position3.00 % $ Change6.00 % # Shares53,047,699 # Change3.00 %
Adviser Creative Planning Type 13F-HR Submitted
02/10/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$7,238.4 b % Position11.00 % $ Change107927.00 % # Shares18,839,632 # Change1.00 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$4,796.9 b % Position7.00 % $ Change123213.00 % # Shares114,292,793 # Change7.00 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$2,894.5 b % Position4.00 % $ Change108786.00 % # Shares40,290,437 # Change8.00 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2,818.4 b % Position4.00 % $ Change115458.00 % # Shares60,351,520 # Change6.00 %
Stock Ticker78464A847 Stock NameSPDR SER TR $ Position$2,198.5 b % Position3.00 % $ Change117713.00 % # Shares51,729,166 # Change7.00 %
Adviser Creative Planning Type 13F-HR Submitted
11/03/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$6.7 b % Position11.59 % $ Change-7.49 % # Shares18,682,614 # Change-2.20 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$3.9 b % Position6.73 % $ Change-8.59 % # Shares106,985,553 # Change2.57 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$2.7 b % Position4.60 % $ Change2.58 % # Shares37,267,052 # Change8.23 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2.4 b % Position4.22 % $ Change-8.57 % # Shares56,746,568 # Change4.37 %
Stock Ticker922908637 Stock NameVANGUARD INDEX FDS $ Position$2.0 b % Position3.47 % $ Change2.97 % # Shares12,260,677 # Change8.50 %
Adviser Creative Planning Type 13F-HR Submitted
08/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$7.2 b % Position11.93 % $ Change-4.18 % # Shares19,102,791 # Change14.66 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$4.3 b % Position7.01 % $ Change-11.56 % # Shares104,305,063 # Change4.11 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2.7 b % Position4.39 % $ Change-9.86 % # Shares54,371,567 # Change2.06 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$2.6 b % Position4.27 % $ Change-17.32 % # Shares34,433,585 # Change-12.62 %
Stock Ticker922908637 Stock NameVANGUARD INDEX FDS $ Position$1.9 b % Position3.21 % $ Change0.08 % # Shares11,299,968 # Change21.06 %
Adviser Creative Planning Type 13F-HR Submitted
05/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$7.6 b % Position11.71 % $ Change-2.67 % # Shares16,660,371 # Change2.33 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$4.8 b % Position7.45 % $ Change-3.94 % # Shares100,190,431 # Change2.12 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$3.1 b % Position4.85 % $ Change-14.75 % # Shares39,407,955 # Change-9.17 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3.0 b % Position4.58 % $ Change-0.38 % # Shares53,274,543 # Change7.35 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$2.4 b % Position3.77 % $ Change79.21 % # Shares10,678,872 # Change90.05 %
Adviser Creative Planning Type 13F-HR Submitted
02/11/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$7.8 b % Position12.48 % $ Change17.20 % # Shares16,280,558 # Change5.85 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$5.0 b % Position8.05 % $ Change7.17 % # Shares98,114,367 # Change5.97 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$3.7 b % Position5.91 % $ Change12.57 % # Shares43,385,232 # Change13.50 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$3.0 b % Position4.77 % $ Change3.48 % # Shares49,627,437 # Change6.77 %
Stock Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$2.3 b % Position3.69 % $ Change1.46 % # Shares24,785,970 # Change3.27 %
Adviser HR - Creative Planning Type 13F-HR Submitted
11/10/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$6.6 b % Position11.76 % $ Change7.18 % # Shares15,380,098 # Change6.96 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$4.7 b % Position8.29 % $ Change2618.76 % # Shares92,582,614 # Change2674.21 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$3.3 b % Position5.79 % $ Change14.96 % # Shares38,224,122 # Change15.55 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2.9 b % Position5.09 % $ Change28258.55 % # Shares46,482,123 # Change30660.05 %
Stock Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$2.3 b % Position4.02 % $ Change13687.65 % # Shares24,001,700 # Change13784.01 %
Adviser Creative Planning Type 13F-HR Submitted
08/04/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$6.2 b % Position10.98 % $ Change15488.11 % # Shares14,379,621 # Change14324.05 %
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$4.5 b % Position7.95 % $ Change12.02 % # Shares86,929,668 # Change6.78 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2.9 b % Position5.23 % $ Change7.64 % # Shares44,005,103 # Change3.41 %
Stock Ticker921937835 Stock NameVANGUARD BD INDEX FDS $ Position$2.8 b % Position5.04 % $ Change37.51 % # Shares33,078,963 # Change35.64 %
Stock Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$2.2 b % Position3.94 % $ Change1.33 % # Shares23,354,772 # Change-0.85 %
Adviser Creative Planning Type 13F-HR Submitted
04/30/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameCreativePlanning $ Position$5.3 b % Position10.68 % $ Change18.44 % # Shares13,329,771 # Change11.76 %
Stock Ticker921943858 Stock NameCreativePlanning $ Position$4.0 b % Position8.05 % $ Change464232.06 % # Shares81,407,026 # Change446504.27 %
Stock Ticker46434G103 Stock NameCreativePlanning $ Position$2.7 b % Position5.52 % $ Change6.66 % # Shares42,552,846 # Change2.81 %
Stock Ticker92206C870 Stock NameCreativePlanning $ Position$2.2 b % Position4.41 % $ Change-6.14 % # Shares23,554,347 # Change-1.99 %
Stock Ticker921937835 Stock NameCreativePlanning $ Position$2.1 b % Position4.16 % $ Change27.24 % # Shares24,387,925 # Change32.45 %
Adviser Creative Planning Type 13F-HR Submitted
01/29/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$4.5 b % Position9.85 % $ ChangeN / A # Shares11,927,224 # ChangeN / A
Stock Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$3.6 b % Position8.01 % $ ChangeN / A # Shares77,160,382 # ChangeN / A
Stock Ticker46434G103 Stock NameISHARES INC $ Position$2.6 b % Position5.65 % $ ChangeN / A # Shares41,388,940 # ChangeN / A
Stock Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$2.3 b % Position5.14 % $ ChangeN / A # Shares24,032,801 # ChangeN / A
Stock Ticker464287226 Stock NameISHARES TR $ Position$1.9 b % Position4.24 % $ ChangeN / A # Shares16,303,090 # ChangeN / A

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