Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SMPL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,538,417 176,216
2025-09-30 $1,185,155 47,750
2025-06-30 $674,288 21,345
2025-03-31 $608,748 17,650
2024-12-31 $1,111,943 28,526
2024-09-30 $437,475 12,582
2024-06-30 $741,242 20,516
2024-03-31 $403,595 11,860
2023-12-31 $500,266 12,633
2023-06-30 $249,068 6,807
2023-03-31 $264,112 6,641