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Disclosed positions
Creative Planning: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $18,429,954,974
- Reported amount
- 24,609,695
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001540235-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $18,429,954,974 | 24,609,695 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $9,592,757,424 | 130,673,715 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,334,965,972 | 116,981,979 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $7,278,336,677 | 144,440,101 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $6,840,342,578 | 101,248,410 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $6,539,708,360 | 78,943,848 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $4,140,532,309 | 12,039,581 | SH | None |
| APPLE INC | AAPL | COM | $3,590,212,668 | 12,407,426 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $3,415,493,298 | 43,838,959 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $3,108,001,147 | 35,366,422 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,940,002,721 | 14,693,402 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $2,695,234,983 | 21,603,359 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,635,702,319 | 32,713,198 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $2,629,289,411 | 25,514,696 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $2,398,951,544 | 81,513,814 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $2,301,642,264 | 27,848,061 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $2,290,977,844 | 27,823,389 | SH | None |
| SELECT SECTOR SPDR TR | XLRE | ST STR REAL ETF | $2,280,099,984 | 51,785,146 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,248,216,192 | 6,075,603 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,211,529,312 | 2,961,460 | SH | None |
| SPDR SERIES TRUST | SPSB | ST SHOR CORP ETF | $1,689,982,331 | 56,313,973 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $1,669,330,728 | 18,754,418 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,592,972,524 | 14,801,826 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,550,185,029 | 4,155,769 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,424,803,330 | 2,847,386 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $1,381,857,658 | 27,320,238 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,349,528,725 | 13,634,358 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $1,274,915,911 | 46,025,845 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $1,238,794,430 | 21,003,636 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,176,146,460 | 12,196,894 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,144,465,410 | 3,202,466 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,137,291,680 | 1,655,904 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,118,792,435 | 4,694,102 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $1,107,941,923 | 21,397,101 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,069,827,567 | 29,016,208 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,064,889,571 | 17,840,334 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $930,030,287 | 13,305,154 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $764,603,564 | 21,086,695 | SH | None |
| BROADCOM INC | AVGO | COM | $724,279,454 | 1,917,351 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $682,281,019 | 1,931,002 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $612,893,473 | 2,021,950 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $606,027,633 | 3,834,889 | SH | None |
| META PLATFORMS INC | META | CL A | $576,121,786 | 1,022,780 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $540,137,829 | 733,485 | SH | None |
| ELI LILLY & CO | LLY | COM | $534,593,712 | 445,706 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $520,881,701 | 1,591,305 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $519,104,207 | 449,717 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $482,791,195 | 667,761 | SH | None |
| TESLA INC | TSLA | COM | $475,390,797 | 1,130,268 | SH | None |
| SCHWAB STRATEGIC TR | SCHH | US REIT ETF | $465,471,706 | 19,656,745 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 26 positions lack a resolved ticker and 98 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.