Análisis de declaraciones
Creative Planning
13F-HR · período Q1 2026 · presentado May 12, 2026
$147.42BValor 13F declarado
4,753Posiciones
1Otros gestores incluidos
+316Nuevo
2753Incrementada
869Reducida
−114Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| PAUG | $11.54M | 0.0% |
| VCEB | $11.14M | 0.0% |
| DDFO | $10.77M | 0.0% |
| DDFD | $10.09M | 0.0% |
| PNFP Pinnacle Financial Partners… | $8.96M | 0.0% |
| IOCT | $7.97M | 0.0% |
| ISEP | $7.94M | 0.0% |
| IMAR | $7.86M | 0.0% |
| NWPX NWPX Infrastructure, Inc. | $6.39M | 0.0% |
| TLTD | $6.09M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| BSV Vanguard Short-Term Bond ETF | ▲ Add | +43.2% | $2.93B |
| SPDW State Street SPDR Portfolio… | ▲ Add | +6.9% | $6.11B |
| SPMD State Street SPDR Portfolio… | ▲ Add | +4.3% | $5.72B |
| AGG iShares Core U.S. Aggregate… | ▲ Add | +31.8% | $1.39B |
| AVUV Avantis U.S. Small Cap Value… | ▲ Add | +7.2% | $2.23B |
| IEMG iShares Core MSCI Emerging… | ▲ Add | +1.8% | $5.42B |
| VONV Vanguard Russell 1000 Value… | ▲ Add | +3944.8% | $280.21M |
| MSFT Microsoft Corporation | ▲ Add | +10.0% | $1.43B |
| AVDV Avantis International Small… | ▲ Add | +5.3% | $2.37B |
| VONG Vanguard Russell 1000 Growth… | ▲ Add | +1668.2% | $235.85M |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.