مقارنة المديرين

Antique route map of roads converging on a single obelisk crossroads

المدير أ المدير ب

Creative Planning ⇄ Millennium Management

60مراكز مشتركة

50.9%التداخل في الأسماء (Jaccard)

15+فقط Creative…

15+فقط Millennium…

محتفظات مشتركة · Q2 2026

الورقة المالية	Creative Planning الوزن	Millennium… الوزن
IVV iShares Core S&P 500 ETF	10.8%	7.6%
BND Vanguard Total Bond…	5.6%	0.0%
SPY State Street SPDR S&P 500…	1.3%	2.5%
NVDA NVIDIA Corporation	1.7%	1.7%
AAPL Apple Inc.	2.1%	0.2%
SPCX Space Exploration…	0.0%	2.1%
MSFT Microsoft Corporation	0.9%	1.1%
VOO Vanguard S&P 500 ETF	0.7%	0.9%
VCIT Vanguard…	1.3%	0.0%
AMZN Amazon.com, Inc.	0.7%	0.7%
XLRE State Street Real Estate…	1.3%	0.0%
VTI Vanguard Morningstar…	1.3%	0.0%
NSC Norfolk Southern…	0.0%	1.1%
WBD Warner Bros. Discovery…	0.0%	1.1%
BRK-B Berkshire Hathaway Inc.	0.8%	0.2%
MUB iShares National Muni…	0.9%	0.0%
META Meta Platforms, Inc.	0.3%	0.5%
QQQ Invesco QQQ Trust, Series…	0.3%	0.5%
AGG iShares Core U.S.…	0.8%	0.0%
TSM Taiwan Semiconductor…	0.2%	0.5%
MU Micron Technology, Inc.	0.3%	0.4%
GOOGL Alphabet Inc.	0.7%	0.0%
VNQ Vanguard Real Estate ETF	0.7%	0.0%
SNDK Sandisk Corporation	0.1%	0.6%
EA Electronic Arts Inc.	0.0%	0.6%
AMD Advanced Micro Devices…	0.3%	0.4%
BE Bloom Energy Corporation	0.0%	0.5%
TSLA Tesla, Inc.	0.3%	0.3%
UNH UnitedHealth Group…	0.1%	0.5%
JPM JPMorgan Chase & Co.	0.3%	0.2%
GOOG Alphabet Inc.	0.4%	0.1%
FCX Freeport-McMoRan Inc.	0.0%	0.5%
AVGO Broadcom Inc.	0.4%	0.1%
KVUE Kenvue Inc.	0.0%	0.5%
STX Seagate Technology…	0.0%	0.4%
AEP American Electric Power…	0.0%	0.4%
LLY Eli Lilly and Company	0.3%	0.2%
NRG NRG Energy, Inc.	0.0%	0.4%
CVX Chevron Corporation	0.1%	0.4%
AMAT Applied Materials, Inc.	0.3%	0.2%
WT WisdomTree, Inc.	0.4%	0.0%
ABBV AbbVie Inc.	0.2%	0.3%
COST Costco Wholesale…	0.2%	0.2%
CRDO Credo Technology Group…	0.0%	0.4%
LRCX Lam Research Corporation	0.2%	0.2%
IEX IDEX Corporation	0.0%	0.4%
ICE Intercontinental…	0.0%	0.4%
MA Mastercard Incorporated	0.1%	0.3%
LNG Cheniere Energy, Inc.	0.0%	0.3%
BLK BlackRock, Inc.	0.0%	0.3%
V Visa Inc.	0.2%	0.2%
WFC Wells Fargo & Company	0.1%	0.3%
ORCL Oracle Corporation	0.1%	0.2%
CBRE CBRE Group, Inc.	0.0%	0.3%
XONA.DE Exxon Mobil Corporation	0.2%	0.1%
JNJ Johnson & Johnson	0.2%	0.1%
DHR Danaher Corporation	0.0%	0.3%
ABT Abbott Laboratories	0.1%	0.2%
MSCI MSCI Inc.	0.0%	0.3%
PG The Procter & Gamble…	0.1%	0.2%

بشكل مميز Creative Planning

VEA Vanguard FTSE…	4.9%
SPDW State Street SPDR…	4.3%
SPMD State Street SPDR…	4.0%
IEMG iShares Core MSCI…	3.8%
VV Vanguard Morningstar…	2.4%
BSV Vanguard Short-Term…	2.0%
SPYM State Street SPDR…	1.8%
AVUV Avantis U.S. Small…	1.6%
VO Vanguard Morningstar…	1.5%
AVDV Avantis International…	1.5%
SCHX Schwab U.S. Large-Cap…	1.4%
DFAS Dimensional - US…	1.3%
SPSB State Street SPDR…	1.0%
IDEV iShares Core MSCI…	1.0%
VTEB Vanguard Tax-Exempt…	0.8%

بشكل مميز Millennium Management

SMCIP	0.1%
SHAZ SharonAI Holdings…	0.1%
AAUC Allied Gold…	0.1%
NAVN Navan, Inc.	0.1%
JAN Janus Living, Inc.	0.1%
GOOGN Alphabet Inc.…	0.1%
SKE Skeena Resources…	0.1%
SUNC SunocoCorp LLC	0.1%
BLTE	0.1%
MEOH Methanex Corporation	0.1%
VNET VNET Group, Inc.	0.0%
ORLA Orla Mining Ltd.	0.0%
CBRS Cerebras Systems Inc.	0.0%
KLAR Klarna Group plc	0.0%
EQPT EquipmentShare.com…	0.0%

المصدر: تُحسب نسبة التداخل مباشرةً من مراكز الأسهم العادية المُحللة لكلا المديرَين لـ Q2 2026. المراكز الطويلة المُبلَّغ عنها فحسب — التحوطات والأصول غير الخاضعة لـ 13F غير مرئية. المنهجية