Creative Planning

Q4 2024 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
3,582
Total value ($000)
$102,833,457
Net value change ($000)
+1,829,103 (1.8%)
New positions
516
Sold out positions
144
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/11/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 421,198 3.4%
AAPL 371,332 16.8%
BND 345,263 5.0%
SPDW 340,935 17.0%
NVDA 331,712 38.9%
SPMD 205,518 5.1%
AVDV 177,990 39.7%
AVUV 177,930 30.0%
AMZN 142,441 24.7%
DFAS 134,727 18.5%
Top Reduces (Value $000, Stocks/ETFs)
VEA -812,020 -10.6%
IEMG -347,987 -8.6%
DGS -266,632 -37.9%
VNQ -247,335 -15.7%
VWO -103,105 -10.8%
SCHWAB STRATEGIC TRUST -93,371 -10.8%
SCHH -83,812 -14.1%
IDEV -80,727 -6.5%
SCHE -75,286 -12.2%
SPEM -57,253 -6.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,707 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type