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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
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -2.56%
0.94%
$949.27M
22.996M shares@ $41.28 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -0.57%
0.86%
$865.527M
21.049M shares@ $41.12 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -2.12%
0.81%
$816.828M
9.831M shares@ $83.1 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -0.74%
0.78%
$786.823M
14.144M shares@ $55.64 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.14%
0.72%
$727.154M
11.211M shares@ $64.86 avg price
DGSWisdomtree Tr
Recent Activity
Decreased -20.48%
0.7%
$703.162M
13.094M shares@ $53.71 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.32%
0.66%
$661.948M
1.254M shares@ $527.67 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -4.1%
0.62%
$619.438M
21.228M shares@ $29.19 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -5.7%
0.59%
$595.459M
25.7M shares@ $23.17 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.27%
0.47%
$472.544M
3.686M shares@ $128.21 avg price