Creative Planning
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| ISHARES TR | $15.75B | 11.4% |
| VANGUARD TOTAL BOND MKT ETF | $8.72B | 6.3% |
| VANGUARD TAX-MANAGED FDS | $7.76B | 5.6% |
| SPDR INDEX SHS FDS | $5.56B | 4.0% |
| SPDR SERIES TRUST | $5.37B | 3.9% |
| ISHARES INC | $5.13B | 3.7% |
| VANGUARD INDEX FDS | $3.85B | 2.8% |
| Apple Inc. | $3.07B | 2.2% |
| SPDR SERIES TRUST | $2.63B | 1.9% |
| VANGUARD INDEX FDS | $2.44B | 1.8% |
| NVIDIA Corp | $2.34B | 1.7% |
| SCHWAB STRATEGIC TR | $2.26B | 1.6% |
| VANGUARD SCOTTSDALE FDS | $2.23B | 1.6% |
| AMERICAN CENTY ETF TR | $2.12B | 1.5% |
| VANGUARD SHORT TERM BOND ETF | $2.06B | 1.5% |
| SPDR S&P 500 ETF TR | $2.06B | 1.5% |
| VANGUARD TOTAL STOCK MKT ETF | $2.03B | 1.5% |
| AMERICAN CENTY ETF TR | $1.92B | 1.4% |
| SELECT SECTOR SPDR TR | $1.80B | 1.3% |
| DIMENSIONAL ETF TRUST | $1.73B | 1.3% |
| MICROSOFT CORP | $1.70B | 1.2% |
| SPDR SERIES TRUST | $1.54B | 1.1% |
| ISHARES TR | $1.45B | 1.1% |
| iShares MSCI UAE ETF | $1.45B | 1.0% |
| VANGUARD TAX EX BOND ETF | $1.26B | 0.9% |
| VANGUARD INDEX FDS | $1.14B | 0.8% |
| VANGUARD SCOTTSDALE FDS | $1.07B | 0.8% |
| ISHARES TR | $1.06B | 0.8% |
| SPDR INDEX SHS FDS | $1.03B | 0.7% |
| SCHWAB STRATEGIC TR | $1.01B | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $988.12M | 0.7% |
| VANGUARD INDEX FDS | $948.97M | 0.7% |
| Amazon.com Inc | $938.37M | 0.7% |
| SCHWAB STRATEGIC TR | $915.22M | 0.7% |
| Alphabet Inc. | $849.01M | 0.6% |
| DIMENSIONAL ETF TRUST | $816.16M | 0.6% |
| SCHWAB STRATEGIC TR | $619.20M | 0.4% |
| Broadcom Inc. | $588.78M | 0.4% |
| Meta Platforms Inc | $587.67M | 0.4% |
| Alphabet Inc. | $556.71M | 0.4% |
| VANGUARD INDEX FDS | $548.34M | 0.4% |
| VANGUARD WHITEHALL FDS | $519.36M | 0.4% |
| JPMORGAN CHASE & CO | $483.09M | 0.3% |
| Tesla Inc | $444.55M | 0.3% |
| SCHWAB STRATEGIC TR | $440.89M | 0.3% |
| INVESCO QQQ TR | $434.33M | 0.3% |
| ELI LILLY & Co | $411.44M | 0.3% |
| ISHARES TR | $314.20M | 0.2% |
| ISHARES TR | $310.21M | 0.2% |
| iShares MSCI UAE ETF | $309.98M | 0.2% |