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 USA SMCP MN | 751 | $3,305,161 | 92,607 | 0.00 | 0.00 | -8,346 | -8.27 | 12-31-2023 |
| CAPRI HOLDINGS LIMITED | SHS | 752 | $3,290,877 | 65,503 | 0.00 | 0.00 | 21,536 | 48.98 | 12-31-2023 |
| HASHICORP INC | COM CL A | 753 | $3,287,189 | 139,052 | 0.00 | 0.00 | 62,534 | 81.72 | 12-31-2023 |
| ISHARES TR | USD GRN BOND ETF | 754 | $3,284,467 | 69,542 | 0.00 | 0.00 | 11,437 | 19.68 | 12-31-2023 |
