Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE PLANNING | 02-14-2024 | 12-31-2023 | 4406 | 53,924,348,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 1 | $1,939,971,885 | 8,338,944 | 0.00 | 0.00 | 60,455 | 0.73 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $1,896,171,570 | 7,993,305 | 0.00 | 0.00 | -356,416 | -4.27 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3 | $1,845,970,134 | 22,711,246 | 0.00 | 0.00 | -422,210 | -1.83 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $1,828,039,194 | 53,750,050 | 0.00 | 0.00 | 133,680 | 0.25 | 12-31-2023 |
