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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL EQT ETF | 101 | $66,726,107 | 1,104,188 | 0.00 | 0.00 | -195,159 | -15.02 | 12-31-2023 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 102 | $66,191,117 | 1,197,379 | 0.00 | 0.00 | 20,837 | 1.77 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 103 | $63,881,955 | 12,995,768 | 0.00 | 0.00 | 13,603 | 0.10 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 104 | $62,835,959 | 502,809 | 0.00 | 0.00 | -23,106 | -4.39 | 12-31-2023 |
