Notify me when Creative Planning files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 3,811 | $130,875,312,310 | +$7,632,492,482 | -$1,250,658,232 | +$6,381,834,250 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 14 Nov 2025, 16:39 |
| Q2 2025 | 3,594 | $117,077,102,931 | +$4,775,402,445 | -$2,090,620,727 | +$2,684,781,718 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 08 Aug 2025, 15:03 |
| Q1 2025 | 3,424 | $106,337,880,115 | +$6,056,799,309 | -$1,061,589,002 | +$4,995,210,307 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 15 May 2025, 17:25 |
| Q4 2024 | 3,554 | $102,814,418,602 | +$7,473,487,822 | -$1,180,642,234 | +$6,292,845,588 | IVV, BND, VEA, SPMD, IEMG | 13F-HR | 14 Feb 2025, 13:39 |
| Q3 2024 | 3,265 | $100,987,359,300 | +$2,902,375,584 | -$1,276,777,233 | +$1,625,598,351 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 11 Oct 2024, 13:22 |
| Q2 2024 | 3,001 | $93,649,858,524 | +$4,288,133,720 | -$1,140,148,126 | +$3,147,985,594 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 15 Aug 2024, 14:01 |
| Q1 2024 | 2,825 | $90,197,178,044 | +$5,323,149,939 | -$1,574,625,051 | +$3,748,524,888 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 10 May 2024, 17:37 |
| Q4 2023 | 2,707 | $53,663,732,338 | +$2,043,070,895 | -$4,470,429,365 | -$2,427,358,470 | VO, VTI, VCIT, SPDW, AAPL | 13F-HR | 14 Feb 2024, 17:26 |
| Q3 2023 | 2,966 | $74,931,157,938 | +$3,600,182,812 | -$726,316,321 | +$2,873,866,491 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 16 Nov 2023, 10:09 |
| Q2 2023 | 2,528 | $75,054,246,602 | +$3,499,574,309 | -$784,955,310 | +$2,714,618,999 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 21 Jul 2023, 14:04 |
| Q1 2023 | 2,539 | $69,409,612,366 | +$1,401,154,136 | -$1,975,832,155 | -$574,678,019 | IVV, VEA, BND, IEMG, SPMD | 13F-HR | 15 May 2023, 14:58 |
| Q4 2022 | 2,378 | $66,469,113,340 | +$5,129,300,690 | -$573,922,439 | +$4,555,378,251 | IVV, VEA, BND, IEMG, VV | 13F-HR | 10 Feb 2023, 16:25 |
| Q3 2022 | 2,210 | $57,777,454,087 | +$2,926,608,464 | -$1,352,958,832 | +$1,573,649,632 | IVV, VEA, BND, IEMG, VV | 13F-HR | 03 Nov 2022, 16:04 |
| Q2 2022 | 2,176 | $60,646,175,150 | +$6,953,357,612 | -$1,405,613,591 | +$5,547,744,021 | IVV, VEA, IEMG, BND, VV | 13F-HR | 15 Aug 2022, 16:35 |
| Q1 2022 | 2,255 | $64,513,957,217 | +$7,314,120,055 | -$1,099,289,970 | +$6,214,830,085 | IVV, VEA, BND, IEMG, VTI | 13F-HR | 16 May 2022, 13:01 |
| Q4 2021 | 2,062 | $62,204,323,136 | +$3,756,867,951 | -$740,928,857 | +$3,015,939,094 | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 11 Feb 2022, 13:56 |
| Q3 2021 | 2,046 | $56,325,985,000 | +$2,846,606,994 | -$1,913,330,218 | +$933,276,776 | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 10 Nov 2021, 09:49 |
| Q2 2021 | 1,975 | $56,316,374,000 | +$6,807,853,512 | -$2,894,800,294 | +$3,913,053,218 | IVV, VEA, BND, IEMG, VCIT | 13F-HR | 04 Aug 2021, 17:18 |
| Q1 2021 | 2,332 | $49,531,149,000 | $0 | $0 | $0 | IVV, VEA, IEMG, VCIT, BND | 13F-HR | 30 Apr 2021, 15:26 |
| Q4 2020 | 2,098 | $45,276,657,396 | $0 | IVV, VEA, IEMG, VCIT, AGG | 13F-HR | 29 Jan 2021, 15:26 | ||
| Q3 2020 | 1,902 | $36,796,092,876 | $0 | IVV, VEA, VCIT, IEMG, AGG | 13F-HR | 05 Nov 2020, 13:53 | ||
| Q2 2020 | 1,810 | $34,489,306,174 | +$2,689,625,799 | -$627,508,454 | +$2,062,117,345 | IVV, VEA, VCIT, AGG, IEMG | 13F-HR | 23 Jul 2020, 11:27 |
| Q1 2020 | 1,723 | $28,169,216,989 | +$4,397,784,977 | -$3,259,848,236 | +$1,137,936,741 | IVV, VEA, VCIT, AGG, IEMG | 13F-HR | 05 May 2020, 12:23 |
| Q4 2019 | 1,869 | $33,271,066,286 | +$1,414,994,195 | -$489,860,747 | +$925,133,448 | VEA, AGG, IVV, VCIT, IEMG | 13F-HR | 30 Jan 2020, 15:20 |
| Q3 2019 | 1,864 | $30,692,523,958 | +$1,484,528,462 | -$382,089,365 | +$1,102,439,097 | VEA, AGG, VCIT, IVV, IEMG | 13F-HR | 01 Nov 2019, 14:28 |
| Q2 2019 | 1,881 | $29,705,710,864 | +$1,803,168,939 | -$451,405,351 | +$1,351,763,588 | VEA, VCIT, AGG, IVV, IEMG | 13F-HR | 26 Jul 2019, 10:20 |
| Q1 2019 | 1,837 | $27,733,037,287 | +$1,179,225,901 | -$341,362,985 | +$837,862,916 | VEA, VCIT, IVV, AGG, IEMG | 13F-HR | 24 Apr 2019, 14:48 |
| Q4 2018 | 1,793 | $24,377,391,251 | +$1,848,070,947 | -$1,187,334,554 | +$660,736,393 | VEA, VCIT, AGG, IVV, IEMG | Restatement | 12 Feb 2019, 13:48 |
| Q3 2018 | 1,921 | $26,913,617,313 | +$1,480,616,769 | -$728,713,233 | +$751,903,536 | VEA, IVV, VCIT, IEMG, AGG | 13F-HR | 25 Oct 2018, 15:09 |
| Q2 2018 | 1,904 | $25,433,955,389 | +$1,900,381,256 | -$917,816,462 | +$982,564,794 | VEA, IVV, VCIT, IEMG, VO | 13F-HR | 20 Jul 2018, 14:53 |
| Q1 2018 | 1,893 | $24,536,679,173 | +$2,545,874,308 | -$685,200,591 | +$1,860,673,717 | VEA, IVV, IEMG, VCIT, VO | 13F-HR | 18 Apr 2018, 17:14 |
| Q4 2017 | 1,871 | $23,179,474,362 | +$1,586,985,753 | -$577,415,305 | +$1,009,570,448 | VEA, IVV, VCIT, VO, IEMG | 13F-HR | 17 Jan 2018, 10:39 |
| Q3 2017 | 1,853 | $21,512,266,460 | +$1,686,656,483 | -$304,685,990 | +$1,381,970,493 | VEA, IVV, VCIT, VO, IEMG | 13F-HR | 17 Oct 2017, 14:40 |
| Q2 2017 | 4,336 | $19,721,564,431 | +$1,471,794,058 | -$224,721,820 | +$1,247,072,238 | VEA, IVV, VCIT, VO, AGG | 13F-HR | 12 Jul 2017, 16:02 |
| Q1 2017 | 4,334 | $18,293,451,954 | +$1,407,952,519 | -$227,744,157 | +$1,180,208,362 | VEA, IVV, VCIT, VO, AGG | 13F-HR | 07 Apr 2017, 15:33 |
| Q4 2016 | 4,281 | $16,403,411,415 | +$1,015,044,093 | -$294,703,759 | +$720,340,334 | VEA, VCIT, IVV, VO, AGG | 13F-HR | 09 Jan 2017, 15:21 |
| Q3 2016 | 4,231 | $15,693,834,239 | +$1,658,313,810 | -$215,614,419 | +$1,442,699,391 | VEA, VCIT, IVV, AGG, VO | 13F-HR | 12 Oct 2016, 09:55 |
| Q2 2016 | 4,037 | $13,803,143,363 | +$907,719,866 | -$192,766,819 | +$714,953,047 | VEA, VCIT, IVV, VO, AGG | 13F-HR | 12 Jul 2016, 13:29 |
| Q1 2016 | 4,018 | $12,821,140,740 | +$1,086,878,210 | -$535,206,228 | +$551,671,982 | VEA, VCIT, IVV, VO, AGG | 13F-HR | 08 Apr 2016, 10:32 |
| Q4 2015 | 4,090 | $12,148,508,990 | +$1,063,928,594 | -$408,140,430 | +$655,788,164 | VEA, VCIT, IVV, AGG, VO | 13F-HR | 11 Jan 2016, 12:59 |
| Q3 2015 | 4,021 | $11,315,898,193 | +$1,612,811,993 | -$347,096,442 | +$1,265,715,551 | VEA, VCIT, AGG, IVV, VO | 13F-HR | 09 Oct 2015, 15:14 |
| Q2 2015 | 1,070 | $11,014,994,418 | +$1,322,333,848 | -$356,252,953 | +$966,080,895 | VCIT, VO, VEA, AGG, IVV | 13F-HR | 09 Jul 2015, 12:10 |
| Q1 2015 | 3,923 | $10,631,926,057 | +$1,661,940,889 | -$715,143,416 | +$946,797,473 | VO, VEA, VCIT, SJNK, IVV | 13F-HR | 13 Apr 2015, 17:02 |
| Q4 2014 | 3,842 | $9,607,208,589 | +$1,255,141,856 | -$280,657,117 | +$974,484,739 | VO, VCIT, VEA, IVV, VV | 13F-HR | 29 Jan 2015, 09:25 |
| Q3 2014 | 3,714 | $8,616,700,382 | +$1,603,629,681 | -$479,688,931 | +$1,123,940,750 | VO, VCIT, VEA, VV, IVV | 13F-HR | 10 Oct 2014, 10:09 |
| Q2 2014 | 3,518 | $7,706,572,454 | +$973,829,595 | -$126,928,100 | +$846,901,495 | VEA, VO, VV, VWO, VCIT | 13F-HR | 20 Aug 2014, 15:55 |
| Q1 2014 | 3,400 | $6,572,416,190 | +$800,476,687 | -$89,641,139 | +$710,835,548 | VV, VEA, VO, VWO, VCIT | 13F-HR | 11 Apr 2014, 11:24 |
| Q4 2013 | 3,221 | $5,857,093,309 | $0 | VV, VEA, VO, VWO, BNDX | 13F-HR | 06 Jan 2014, 09:51 |