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Home > Institutional Investor > Creative Planning > Profile

Instuitional Investor - Creative Planning

Fund Profile
Filing Period:
Fund Name: Creative Planning
Portfolio Value $102,833,456,590
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 21,653,460 $12,746,958,863 12.39%
2.
Vanguard Bond Index Funds
 BND 100,567,828 $7,231,832,475 7.03%
3.
Vanguard Tax-Managed Fds
 143,281,080 $6,851,701,244 6.66%
4.
Spdr Series Trust
 76,994,604 $4,210,834,910 4.09%
5.
Ishares Inc
 70,663,640 $3,690,055,258 3.58%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)