Back to Creative Planning

Creative Planning

All holdings · as of Dec 31, 2025

3,873 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$300.19M2,813,4390.2%
SPDR SERIES TRUST$272.45M8,058,1360.2%
Walmart Inc.$270.35M2,426,6420.2%
Visa Inc$268.75M766,2900.2%
SPDR SERIES TRUST$264.58M3,207,0740.2%
WISDOMTREE TR$258.52M4,516,3790.2%
JOHNSON & JOHNSON$258.00M1,246,6570.2%
DIMENSIONAL ETF TRUST$254.12M3,426,1820.2%
VANGUARD SPECIALIZED FUNDS$247.59M1,126,5350.2%
ISHARES TR$245.48M657,3380.2%
EXXON MOBIL CORP$243.58M2,024,1220.2%
ISHARES TR$240.08M2,683,6400.2%
AbbVie Inc.$238.50M1,043,8130.2%
DIMENSIONAL ETF TRUST$234.78M5,039,2850.2%
COSTCO WHOLESALE CORP /NEW$229.55M266,1960.2%
ISHARES TR$226.62M478,8040.2%
PROCTER & GAMBLE Co$221.00M1,542,1100.2%
ORACLE CORP$212.03M1,087,8240.2%
CATERPILLAR INC$203.95M356,0190.1%
BANK OF AMERICA CORP /DE$203.45M3,699,0730.1%
HOME DEPOT, INC.$202.18M587,5560.1%
ISHARES TR$198.72M2,069,3490.1%
SCHWAB STRATEGIC TR$193.31M6,787,6310.1%
VANGUARD INDEX FDS$185.03M379,2650.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$184.05M605,6530.1%
VANGUARD INDEX FDS$179.20M938,2620.1%
WISDOMTREE TR$175.41M2,663,7260.1%
DIMENSIONAL ETF TRUST$171.24M3,431,6630.1%
SPDR S&P MIDCAP 400 ETF TR$166.85M276,5640.1%
BERKSHIRE HATHAWAY INC DEL$166.00M2200.1%
VANGUARD WORLD FD$162.62M1,344,4450.1%
APPLIED MATERIALS INC /DE$155.77M606,1350.1%
Mastercard Inc$152.61M267,3170.1%
Netflix Inc$151.30M1,613,6640.1%
ISHARES TR$151.00M1,256,4210.1%
ISHARES TR$149.07M605,5750.1%
ISHARES TR$148.78M1,246,5710.1%
COCA COLA CO$146.68M2,098,1460.1%
ADVANCED MICRO DEVICES INC$143.79M671,4050.1%
INTERNATIONAL BUSINESS MACHINES CORP$143.08M483,0270.1%
ABBOTT LABORATORIES$138.09M1,102,1560.1%
SCHWAB STRATEGIC TR$137.48M4,214,5390.1%
Merck & Co., Inc.$131.22M1,246,6510.1%
SPDR SERIES TRUST$130.89M2,793,2050.1%
SPDR SERIES TRUST$127.48M1,395,0380.1%
CISCO SYSTEMS, INC.$126.41M1,641,0460.1%
WisdomTree Trust$122.07M1,385,9440.1%
SPDR INDEX SHS FDS$121.43M1,849,4170.1%
MCDONALD'S CORP$121.18M396,4800.1%
SCHWAB STRATEGIC TR$117.72M4,291,5590.1%
← PrevPage 2 of 78Next →