Análisis de declaraciones
Creative Planning
13F-HR · período Q2 2026 · presentado Aug 13, 2026
$171.09BValor 13F declarado
7,093Posiciones
1Otros gestores incluidos
+228Nuevo
2546Incrementada
1182Reducida
−119Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| HONA Honeywell Aerospace Inc | $37.56M | 0.0% |
| SPCX Space Exploration… | $26.77M | 0.0% |
| FDXF FedEx Freight Holding… | $10.24M | 0.0% |
| YEAR Alliance Bernstein - AB Ultra… | $5.43M | 0.0% |
| SLQD iShares 0-5 Year Investment… | $5.21M | 0.0% |
| MDLN Medline Inc. | $5.05M | 0.0% |
| AMRZ Amrize Ltd | $4.89M | 0.0% |
| WLTH Wealthfront Corporation | $4.87M | 0.0% |
| TRI Thomson Reuters Corporation | $4.21M | 0.0% |
| CGIE Capital Group International… | $3.55M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| IVV iShares Core S&P 500 ETF | ▲ Add | +2.5% | $18.43B |
| SPDW State Street SPDR Portfolio… | ▲ Add | +7.9% | $7.28B |
| IEMG iShares Core MSCI Emerging… | ▲ Add | +1.7% | $6.54B |
| SPMD State Street SPDR Portfolio… | ▲ Add | +4.8% | $6.84B |
| BND Vanguard Total Bond Market ETF | ▲ Add | +7.7% | $9.59B |
| VEA Vanguard FTSE Developed… | ▼ Trim | -2.9% | $8.33B |
| NVDA NVIDIA Corporation | ▲ Add | +8.6% | $2.94B |
| SPYM State Street SPDR Portfolio… | ▲ Add | +5.1% | $3.11B |
| AAPL Apple Inc. | ▲ Add | +2.3% | $3.59B |
| BSV Vanguard Short-Term Bond ETF | ▲ Add | +17.3% | $3.42B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.