CIK Peek

Latest 13F Filings for Creative Planning

CIK: 1540235AUM: $106,354,835,858Link to SEC Filings
HoldingSharesValueDatesChange
Class: CORE SP500 ETF
21.83M $12.27B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Increased
178.28K (0.0%)
Class: TOTAL BND MRKT
108.56M $7.97B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Increased
8M (7.0%)
Class: TOTAL BND MRKT
100.57M $7.23B
Quarter: Dec 31, 2024*
Filed: Feb 14, 2025
N/A
Class: VAN FTSE DEV MKT
138.35M $7.03B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Decreased
4.93M (3.0%)
Class: VAN FTSE DEV MKT
143.28M $6.85B
Quarter: Dec 31, 2024*
Filed: Feb 14, 2025
N/A
Class: PORTFOLIO SP400
80.14M $4.10B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Increased
3.15M (4.0%)
Class: CORE MSCI EMKT
72.47M $3.91B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Increased
1.81M (2.0%)
Class: LARGE CAP ETF
12.73M $3.43B
Quarter: Dec 31, 2024*
Filed: Feb 14, 2025
N/A
Class: LARGE CAP ETF
12.68M $3.26B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Decreased
53.49K (0.0%)
Class: PORTFOLIO DEVLPD
86.62M $3.15B
Quarter: Mar 31, 2025
Filed: May 15, 2025
Increased
17.91M (26.0%)