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Rebecca Havens

@Creative Planning

Latest period2024 - Q3ReportedManaged Assets$101.004BTotal holdings3184
Assets growth rate7.84%Assets growth rate (2-Q avg)5.83%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Creative Planning's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3184 positions.

Assets under management

The assets under management (AUM) of Creative Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 101.004B in assets, with a quarterly growth rate of 7.84% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Rebecca Havens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Increased 3.21%
1.98%
$1.991B
29.492M shares@ $67.51 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -3.33%
1.92%
$1.933B
6.827M shares@ $283.17 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -1.03%
1.88%
$1.894B
27.919M shares@ $67.85 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.07%
1.69%
$1.698B
2.976M shares@ $570.49 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -7.14%
1.56%
$1.574B
16.157M shares@ $97.42 avg price
MUBIshares Tr
Recent Activity
Increased 6.08%
1.36%
$1.372B
12.628M shares@ $108.64 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 6.39%
1.29%
$1.302B
29.147M shares@ $44.67 avg price
AGGIshares Tr
Recent Activity
Decreased -2.52%
1.27%
$1.279B
12.631M shares@ $101.27 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -2.49%
1.27%
$1.276B
24.963M shares@ $51.12 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.19%
1.23%
$1.241B
2.709M shares@ $458.08 avg price