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Creative Planning FCBM Position History

First Carolina Financial Services, Inc. • Financial Services

Quarters held
1
Latest value
$231K
Q3 2026
Peak value
$231K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$231K18.3K——

Other funds holding FCBM

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning FCBM Holdings: 13F Position History | Track13F