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Creative Planning ⇄ Envestnet Asset Management Inc

60साझा पोजीशन

61.1%नाम ओवरलैप (Jaccard)

15+केवल Creative…

15+केवल Envestnet…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Creative Planning भार	Envestnet Asset… भार
IVV iShares Core S&P 500 ETF	10.8%	7.3%
VEA Vanguard FTSE Developed…	4.9%	1.5%
BND Vanguard Total Bond…	5.6%	0.4%
IEMG iShares Core MSCI…	3.8%	1.4%
SPDW State Street SPDR…	4.3%	0.1%
SPMD State Street SPDR…	4.0%	0.1%
AAPL Apple Inc.	2.1%	1.0%
NVDA NVIDIA Corporation	1.7%	1.1%
BSV Vanguard Short-Term Bond…	2.0%	0.6%
VV Vanguard Morningstar…	2.4%	0.1%
VOO Vanguard S&P 500 ETF	0.7%	1.8%
SPYM State Street SPDR…	1.8%	0.5%
VO Vanguard Morningstar…	1.5%	0.5%
IUSB iShares Core Universal…	0.0%	2.0%
MSFT Microsoft Corporation	0.9%	1.0%
VTI Vanguard Morningstar…	1.3%	0.5%
DYNF iShares U.S. Equity…	0.0%	1.8%
AGG iShares Core U.S.…	0.8%	1.0%
SPY State Street SPDR S&P 500…	1.3%	0.5%
IVW iShares S&P 500 Growth ETF	0.1%	1.6%
AVUV Avantis U.S. Small Cap…	1.6%	0.1%
AVDV Avantis International…	1.5%	0.1%
VCIT Vanguard…	1.3%	0.2%
SCHX Schwab U.S. Large-Cap ETF	1.4%	0.0%
AMZN Amazon.com, Inc.	0.7%	0.7%
MUB iShares National Muni…	0.9%	0.4%
DFAS Dimensional - US Small…	1.3%	0.0%
XLRE State Street Real Estate…	1.3%	0.0%
VTV Vanguard Morningstar…	0.1%	1.2%
VUG Vanguard Morningstar…	0.1%	1.2%
GOOGL Alphabet Inc.	0.7%	0.6%
IVE iShares S&P 500 Value ETF	0.0%	1.3%
IEFA iShares Core MSCI EAFE ETF	0.2%	1.1%
VWO Vanguard FTSE Emerging…	0.6%	0.6%
AVGO Broadcom Inc.	0.4%	0.7%
IDEV iShares Core MSCI…	1.0%	0.1%
SPSB State Street SPDR…	1.0%	0.0%
BRK-B Berkshire Hathaway Inc.	0.8%	0.1%
GOOG Alphabet Inc.	0.4%	0.5%
GOVT iShares U.S. Treasury…	0.0%	0.9%
IJH iShares Core S&P Mid-Cap…	0.2%	0.7%
VTEB Vanguard Tax-Exempt Bond…	0.8%	0.1%
JPM JPMorgan Chase & Co.	0.3%	0.6%
QQQ Invesco QQQ Trust, Series…	0.3%	0.5%
VGIT Vanguard…	0.7%	0.1%
SCHF Schwab International…	0.7%	0.0%
META Meta Platforms, Inc.	0.3%	0.4%
IWF iShares Russell 1000…	0.1%	0.6%
VNQ Vanguard Real Estate ETF	0.7%	0.1%
SPEM State Street SPDR…	0.6%	0.1%
BAI iShares A.I. Innovation…	0.0%	0.7%
BNDX Vanguard Total…	0.0%	0.7%
EFG iShares MSCI EAFE Growth…	0.0%	0.7%
MBB iShares MBS ETF	0.0%	0.7%
IJR iShares Core S&P…	0.1%	0.6%
MTUM iShares MSCI USA Momentum…	0.0%	0.6%
LLY Eli Lilly and Company	0.3%	0.3%
VB Vanguard Morningstar…	0.4%	0.3%
SCHM Schwab U.S. Mid-Cap ETF	0.6%	0.0%
WT WisdomTree, Inc.	0.4%	0.2%

विशिष्ट रूप से Creative Planning

XONA.DE Exxon Mobil…	0.2%
CHT Chunghwa Telecom Co.…	0.0%
PKX POSCO Holdings Inc.	0.0%
WIT Wipro Limited	0.0%
RDY Dr. Reddy's…	0.0%
MRX Marex Group Limited	0.0%
WMK Weis Markets, Inc.	0.0%
EBF	0.0%
TKC	0.0%
IOSP Innospec Inc.	0.0%
BUSE First Busey…	0.0%
PLGO Pelagos Insurance…	0.0%
BFC	0.0%
USNA USANA Health…	0.0%
GIB CGI Inc.	0.0%

विशिष्ट रूप से Envestnet Asset…

BLCR iShares Large Cap…	0.5%
CORO iShares International…	0.4%
IDEF iShares Defense…	0.4%
BDYN iShares Dynamic…	0.4%
IALT iShares Systematic…	0.3%
APUE ActivePassive U.S.…	0.3%
GGOV iShares Global…	0.3%
BDVL iShares Disciplined…	0.2%
LMUB iShares Long-Term…	0.2%
CGGE Capital Group Global…	0.1%
APIE	0.1%
CGDG Capital Group…	0.1%
GBND	0.1%
APCB	0.1%
BFLX	0.1%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली