Creative Planning just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 21,714,724 shares of $SPEM (~$833,193,960). This was an increase of ~1416% over their previous position.
- An addition of 8,881,377 shares of $BND (~$638,659,820). This was an increase of ~10% over their previous position.
- An addition of 15,351,035 shares of $SPDW (~$523,930,825). This was an increase of ~29% over their previous position.
- An addition of 3,279,469 shares of $AVDV (~$213,427,843). This was an increase of ~52% over their previous position.
- An addition of 3,744,485 shares of $SPMD (~$204,785,885). This was an increase of ~5% over their previous position.
- A decrease of -4,170,916 shares of $DGS (~$204,041,211). This was a decrease of ~32% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Creative Planning for more details.
