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Creative Planning ⇄ Wealth Enhancement Advisory Services, Llc

60साझा पोजीशन

68.0%नाम ओवरलैप (Jaccard)

15+केवल Creative…

15+केवल Wealth…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Creative Planning भार	Wealth Enhancement… भार
IVV iShares Core S&P 500 ETF	10.8%	6.1%
BND Vanguard Total Bond…	5.6%	0.1%
AAPL Apple Inc.	2.1%	3.1%
VEA Vanguard FTSE Developed…	4.9%	0.3%
SPDW State Street SPDR…	4.3%	0.1%
SPMD State Street SPDR…	4.0%	0.0%
IEMG iShares Core MSCI…	3.8%	0.2%
NVDA NVIDIA Corporation	1.7%	2.2%
AGG iShares Core U.S.…	0.8%	2.7%
MSFT Microsoft Corporation	0.9%	1.6%
VV Vanguard Morningstar…	2.4%	0.1%
SPYM State Street SPDR…	1.8%	0.4%
VWO Vanguard FTSE Emerging…	0.6%	1.5%
BSV Vanguard Short-Term Bond…	2.0%	0.0%
SPY State Street SPDR S&P 500…	1.3%	0.7%
SCHX Schwab U.S. Large-Cap ETF	1.4%	0.6%
AMZN Amazon.com, Inc.	0.7%	1.3%
GOOGL Alphabet Inc.	0.7%	1.2%
VTI Vanguard Morningstar…	1.3%	0.4%
AVUV Avantis U.S. Small Cap…	1.6%	0.1%
VO Vanguard Morningstar…	1.5%	0.1%
AVDV Avantis International…	1.5%	0.0%
VCIT Vanguard…	1.3%	0.1%
FNDF Schwab Fundamental…	0.0%	1.4%
AVLV Avantis U.S. Large Cap…	0.0%	1.4%
BRK-B Berkshire Hathaway Inc.	0.8%	0.6%
DFAS Dimensional - US Small…	1.3%	0.0%
XLRE State Street Real Estate…	1.3%	0.0%
JMOM JPMorgan U.S. Momentum…	0.0%	1.4%
VOO Vanguard S&P 500 ETF	0.7%	0.7%
MU Micron Technology, Inc.	0.3%	1.0%
IMTM iShares MSCI Intl…	0.0%	1.2%
MUB iShares National Muni…	0.9%	0.1%
AVGO Broadcom Inc.	0.4%	0.6%
SPSB State Street SPDR…	1.0%	0.0%
SCHF Schwab International…	0.7%	0.3%
IDEV iShares Core MSCI…	1.0%	0.0%
GOVT iShares U.S. Treasury…	0.0%	1.0%
GOOG Alphabet Inc.	0.4%	0.6%
JPM JPMorgan Chase & Co.	0.3%	0.7%
VTEB Vanguard Tax-Exempt Bond…	0.8%	0.1%
JNJ Johnson & Johnson	0.2%	0.7%
VGIT Vanguard…	0.7%	0.2%
SPHQ Invesco S&P 500 Quality…	0.0%	0.9%
AVDE Avantis International…	0.0%	0.8%
VNQ Vanguard Real Estate ETF	0.7%	0.2%
QQQ Invesco QQQ Trust, Series…	0.3%	0.5%
SCHM Schwab U.S. Mid-Cap ETF	0.6%	0.2%
AMAT Applied Materials, Inc.	0.3%	0.5%
USMV iShares MSCI USA Min Vol…	0.0%	0.8%
WT WisdomTree, Inc.	0.4%	0.3%
LRCX Lam Research Corporation	0.2%	0.5%
META Meta Platforms, Inc.	0.3%	0.4%
VIG Vanguard Dividend…	0.2%	0.5%
SPEM State Street SPDR…	0.6%	0.0%
DFAT Dimensional - US Targeted…	0.5%	0.1%
XONA.DE Exxon Mobil Corporation	0.2%	0.5%
VTV Vanguard Morningstar…	0.1%	0.5%
LLY Eli Lilly and Company	0.3%	0.3%
WMT Walmart Inc.	0.2%	0.4%

विशिष्ट रूप से Creative Planning

EWX	0.1%
UMC United…	0.0%
GEL Genesis Energy, L.P.	0.0%
FLV	0.0%
WF Woori Financial Group…	0.0%
PKX POSCO Holdings Inc.	0.0%
AVIG	0.0%
IDLV	0.0%
WIT Wipro Limited	0.0%
AVSF	0.0%
MRX Marex Group Limited	0.0%
VCEB	0.0%
WDS Woodside Energy Group…	0.0%
VCTR Victory Capital…	0.0%
EBF	0.0%

विशिष्ट रूप से Wealth Enhancement…

SMTH ALPS Funds Smith Core…	2.1%
USVM VictoryShares US…	1.4%
UYLD Angel Oak Ultrashort…	0.8%
FLIA	0.4%
AUSF	0.2%
NBCM	0.2%
TXUE	0.1%
FMHI	0.1%
FEGE	0.1%
FTMS	0.1%
ENDW	0.1%
WINN	0.1%
ONOF	0.1%
MGNR	0.1%
HTRB Hartford Total Return…	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