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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
SCZIshares Tr
Recent Activity
Decreased -2.78%
0.33%
$327.218M
4.833M shares@ $67.7 avg price
IJHIshares Tr
Recent Activity
Decreased -1.91%
0.31%
$311.866M
5.004M shares@ $62.32 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.35%
0.29%
$286.45M
590,395 shares@ $485.19 avg price
ITOTIshares Tr
Recent Activity
Decreased -1.27%
0.27%
$270.072M
2.15M shares@ $125.63 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -3.03%
0.24%
$233.753M
6.934M shares@ $33.72 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -1.15%
0.23%
$228.137M
3.668M shares@ $62.2 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -2.43%
0.23%
$228.09M
5.471M shares@ $41.69 avg price
IEFAIshares Tr
Recent Activity
Decreased -3.17%
0.22%
$221.607M
2.839M shares@ $78.06 avg price
IEIIshares Tr
Recent Activity
Decreased -6.3%
0.21%
$209.743M
1.754M shares@ $119.61 avg price
IWBIshares Tr
Recent Activity
Decreased -1.78%
0.21%
$206.967M
658,314 shares@ $314.4 avg price