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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
IVVIshares Tr
Recent Activity
Increased 1.22%
12.21%
$12.326B
21.368M shares@ $576.82 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 3.83%
7.59%
$7.664B
145.119M shares@ $52.81 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 8.59%
6.82%
$6.887B
91.686M shares@ $75.12 avg price
IEMGIshares Inc
Recent Activity
Increased 0.16%
4%
$4.038B
70.337M shares@ $57.41 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 4.97%
3.97%
$4.005B
73.25M shares@ $54.69 avg price
VVVanguard Index Fds
Recent Activity
Decreased -0.92%
3.35%
$3.381B
12.84M shares@ $263.29 avg price
AAPLApple Inc
Recent Activity
Increased 2.19%
2.19%
$2.207B
9.616M shares@ $229.52 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.14%
2.14%
$2.158B
8.18M shares@ $263.83 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 1.67%
2%
$2.016B
24.068M shares@ $83.76 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 0.13%
1.99%
$2.004B
53.357M shares@ $37.56 avg price