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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI ACWI EX US | 351 | $12,332,422 | 241,623 | 0.00 | 0.00 | 102,690 | 73.91 | 12-31-2023 |
| TOYOTA MOTOR CORP | ADS | 352 | $12,299,082 | 67,069 | 0.00 | 0.00 | 14,786 | 28.28 | 12-31-2023 |
| HOME BANCSHARES INC | COM | 353 | $12,266,002 | 484,248 | 0.00 | 0.00 | -76,797 | -13.69 | 12-31-2023 |
| ISHARES TR | RUS 2000 VAL ETF | 354 | $12,203,861 | 78,567 | 0.00 | 0.00 | 12,370 | 18.69 | 12-31-2023 |
