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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 10, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
2,050
+75 vs. Q2 2021
Portfolio value
$56.4B
+$40.3M (+0.1%) vs. Q2 2021
Filed
Nov 10, 2021
SEC
Holdings of Creative Planning in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF15,380,098$6.63B11.8%+932,701+6.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF92,582,614$4.67B8.3%+2,258,001+2.5%Added–
Vanguard Total Bond Market ETF921937835ETF38,224,122$3.27B5.8%+3,648,866+10.6%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF46,482,123$2.87B5.1%+2,325,908+5.3%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF24,001,700$2.27B4.0%+470,476+2.0%Added–
Vanguard Real Estate ETF922908553ETF18,033,329$1.84B3.3%+1,207,571+7.2%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF15,520,016$1.78B3.2%−338,677−2.1%Reduced–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF38,275,290$1.77B3.1%+3,400,754+9.8%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,017,036$1.66B2.9%+177,998+2.6%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF8,086,539$1.62B2.9%−487,460−5.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF5,950,874$1.32B2.3%−382,901−6.0%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF35,200,412$1.27B2.3%+1,210,488+3.6%Added–
SPYSPDR S&P 500 ETF TrustETF2,540,584$1.09B1.9%−1,161,127−31.4%ReducedHistory
AAPLApple Inc.Stock7,235,322$1.02B1.8%+206,844+2.9%AddedHistory
WisdomTree Tr97717W281EMG MKTS SMCAP18,501,987$989.5M1.8%+1,855,296+11.1%Added–
iShares Tr464288414NATIONAL MUN ETF8,134,607$945.0M1.7%+566,470+7.5%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF15,320,248$773.1M1.4%+1,481,539+10.7%Added–
BRK.BBerkshire Hathaway IncStock2,677,892$730.9M1.3%−22,660−0.8%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF14,592,677$729.8M1.3%−1,676,913−10.3%Reduced–
Schwab U.S. REIT ETF808524847ETF13,755,336$628.3M1.1%+152,174+1.1%Added–
SPDR Index Shs FDS78463X509ST PORT MARK ETF14,677,307$624.2M1.1%+1,931,688+15.2%Added–
Schwab Emerging Markets Equity ETF808524706ETF16,097,884$490.7M0.9%+1,004,956+6.7%Added–
iShares Tr46435G326CORE MSCI INTL7,232,877$483.3M0.9%+455,926+6.7%Added–
iShares Tr4642886613 7 YR TREAS BD3,531,431$459.7M0.8%−167,411−4.5%Reduced–
MSFTMicrosoft CorpStock1,554,064$438.1M0.8%+14,726+1.0%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF5,465,416$419.0M0.7%+96,915+1.8%Added–
Vanguard High Dividend Yield Index ETF921946406ETF3,834,537$396.3M0.7%−2,152,375−36.0%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,782,156$389.7M0.7%−439,617−19.8%Reduced–
Schwab International Equity ETF808524805ETF9,697,807$375.3M0.7%+162,991+1.7%Added–
Schwab U.S. Large-Cap ETF808524201ETF3,562,384$370.6M0.7%+79,620+2.3%Added–
Vanguard Mun BD FDS922907746TAX EXEMPT BD6,408,663$351.0M0.6%+673,392+11.7%Added–
Dimensional U.S. Small Cap ETF25434V500ETF5,974,356$343.5M0.6%+237,546+4.1%Added–
iShares Tr464288273EAFE SML CP ETF4,494,128$334.4M0.6%+54,544+1.2%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF7,267,443$322.7M0.6%+350,216+5.1%Added–
AMZNAmazon Com IncStock93,875$308.4M0.5%+4,751+5.3%AddedHistory
METAMeta Platforms, Inc.Stock818,713$277.9M0.5%+16,667+2.1%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,551,339$239.9M0.4%+575,006+19.3%Added–
iShares Core S&P Mid-Cap ETF464287507ETF906,395$238.4M0.4%+3,079+0.3%Added–
SPDR Index Shs FDS78463X756ST MARKE CAP ETF3,671,100$215.3M0.4%+123,588+3.5%Added–
TSLATesla, Inc.Stock254,386$197.3M0.4%+9,819+4.0%AddedHistory
iShares MSCI Eafe ETF464287465ETF2,514,434$196.2M0.3%−139,592−5.3%Reduced–
Alps ETF Tr00162Q452ALERIAN MLP5,542,056$184.7M0.3%+77,650+1.4%Added–
Vanguard S&P 500 ETF922908363ETF460,648$181.7M0.3%+90,376+24.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF2,230,560$165.6M0.3%−113,270−4.8%Reduced–
Vanguard Short-Term Bond ETF921937827ETF1,784,274$146.2M0.3%−4,177−0.2%Reduced–
iShares Tr464287622RUS 1000 ETF573,535$138.6M0.2%−98,853−14.7%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF747,220$136.3M0.2%−570,761−43.3%Reduced–
PGProcter & Gamble CoStock969,820$135.6M0.2%−17,253−1.7%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF3,124,765$133.1M0.2%−1,0170.0%Reduced–
RBLXRoblox CorpStock1,576,214$119.1M0.2%−600,620−27.6%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF330,965$118.5M0.2%+7,334+2.3%Added–
Global X FDS37954Y343GLBL X MLP ETF3,227,409$113.8M0.2%+45,982+1.4%Added–
GOOGLAlphabet Inc.Stock41,248$110.3M0.2%+187+0.5%AddedHistory
WisdomTree Tr97717W794TRUE DEV INTL FD2,253,787$107.1M0.2%+192,298+9.3%Added–
GOOGAlphabet Inc.Stock39,115$104.3M0.2%−233−0.6%ReducedHistory
JNJJohnson & JohnsonStock642,309$103.7M0.2%−49,363−7.1%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF946,687$103.4M0.2%−130,281−12.1%Reduced–
SCHWSchwab Charles CorpStock1,369,790$99.8M0.2%+30,500+2.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF350,101$95.9M0.2%−5,144−1.4%Reduced–
JPMJPMorgan Chase & CoStock575,756$94.2M0.2%−9,291−1.6%ReducedHistory
HDHome Depot, Inc.Stock247,158$81.1M0.1%−17,911−6.8%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF509,648$79.8M0.1%−18,869−3.6%Reduced–
VVisa Inc.Stock352,799$78.6M0.1%+35,903+11.3%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF1,619,700$76.4M0.1%−3,697−0.2%Reduced–
WisdomTree Tr97717W315EMER MKT HIGH FD1,747,295$76.2M0.1%+56,001+3.3%Added–
Vanguard Dividend Appreciation ETF921908844ETF474,462$72.9M0.1%+3,137+0.7%Added–
American Centy ETF Tr025072877US SML CP VALU925,970$70.0M0.1%+270,055+41.2%Added–
BRK.ABerkshire Hathaway IncCL A166$68.3M0.1%+43+35.0%AddedHistory
NVDANVIDIA CorpStock329,361$68.2M0.1%−11,407−3.3%ReducedConverted for a 4-for-1 splitHistory
XOMExxonMobil Holdings CorpCOM1,123,401$66.1M0.1%−38,326−3.3%ReducedHistory
INTCIntel CorpStock1,213,639$64.7M0.1%+41,113+3.5%AddedHistory
WisdomTree Tr97717W307US LARGECAP DIVD539,464$64.4M0.1%+30,203+5.9%Added–
Schwab International Small-Cap Equity ETF808524888ETF1,516,361$63.0M0.1%+59,382+4.1%Added–
Schwab U.S. Small-Cap ETF808524607ETF627,893$62.9M0.1%+59,692+10.5%Added–
Vanguard Star FDS921909768VG TL INTL STK F964,680$61.0M0.1%−777,315−44.6%Reduced–
DISWalt Disney CoStock350,170$59.2M0.1%+12,687+3.8%AddedHistory
iShares Russell 2000 ETF464287655ETF270,644$59.2M0.1%−54,851−16.9%Reduced–
Vanguard World FD921910733ESG US STK ETF739,022$59.2M0.1%+356,777+93.3%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF120,943$58.2M0.1%−1,282−1.0%ReducedHistory
MCDMcDonalds CorpStock240,039$57.9M0.1%+8,780+3.8%AddedHistory
iShares Tr464287150CORE S&P TTL STK586,459$57.7M0.1%+19,268+3.4%Added–
KOCoca Cola CoStock1,065,788$55.9M0.1%−205,333−16.2%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF848,415$55.7M0.1%+45,750+5.7%Added–
SPDR Series Trust78464A763ST STR SP DIV469,027$55.1M0.1%−3,046−0.6%Reduced–
WisdomTree Tr97717W505US MIDCAP DIVID1,267,690$52.5M0.1%+107,454+9.3%Added–
PEPPepsiCo IncStock348,749$52.5M0.1%+28,926+9.0%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF860,066$52.4M0.1%−341,263−28.4%Reduced–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF1,752,314$52.3M0.1%−75,283−4.1%Reduced–
BACBank of America CorpStock1,222,444$51.9M0.1%+26,743+2.2%AddedHistory
COSTCostco Wholesale CorpStock114,575$51.5M0.1%−3,374−2.9%ReducedHistory
UNPUnion Pacific CorpStock259,173$50.8M0.1%−1,629−0.6%ReducedHistory
BABoeing CoStock229,112$50.4M0.1%+20,000+9.6%AddedHistory
WMTWalmart Inc.Stock361,478$50.4M0.1%+28,829+8.7%AddedHistory
IAUiShares Gold TrustETF1,463,548$48.9M0.1%−986,831−40.3%ReducedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD1,513,629$46.7M0.1%+89,722+6.3%Added–
Vanguard Morningstar Value ETF922908744ETF341,882$46.3M0.1%−12,391−3.5%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF328,447$45.9M0.1%+6,105+1.9%Added–
iShares Tr464287234MSCI EMG MKT ETF898,063$45.2M0.1%+235,056+35.5%Added–
ABTAbbott LaboratoriesStock382,818$45.2M0.1%+2,021+0.5%AddedHistory
VZVerizon Communications IncStock837,136$45.2M0.1%+131,854+18.7%AddedHistory

Options (59)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Creative Planning in Q3 2021
SecurityClassPutsCalls
EAREargo, Inc.COM$346.0K–
MVISMicrovision, Inc.COM NEW–$302.0K
AMATApplied Materials IncStock$250.0K–
BOXBox IncCL A–$203.0K
SNOWSnowflake Inc.Stock–$201.0K
AAPLApple Inc.Stock$156.0K$17.0K
INTCIntel CorpStock–$145.0K
NIONIO Inc.ADR–$108.0K
UBERUber Technologies, IncStock–$95.0K
State Street Energy Select Sector SPDR ETF81369Y506ETF–$86.0K
FDXFedEx CorpStock$52.0K–
PLUGPlug Power IncStock–$50.0K
SPCEVirgin Galactic Holdings, IncCOM–$48.0K
ABNBAirbnb, Inc.Stock–$42.0K
PPGPPG Industries IncStock$31.0K–
TTDTrade Desk, Inc.Stock–$31.0K
UNPUnion Pacific CorpStock$29.0K–
SHOPShopify Inc.Stock–$28.0K
BABAAlibaba Group Holding LtdADR–$26.0K
TLRYTilray Brands, Inc.COM CL 2–$22.0K
BEBloom Energy CorpCOM CL A–$20.0K
AMZNAmazon Com IncStock$11.0K$8.00K
SPYSPDR S&P 500 ETF TrustETF–$19.0K
FSLRFirst Solar, Inc.Stock–$16.0K
JNJJohnson & JohnsonStock$15.0K–
LCIDLucid Group, Inc.COM–$15.0K
AMDAdvanced Micro Devices IncStock$13.0K–
PLTRPalantir Technologies Inc.Stock–$13.0K
UPSUnited Parcel Service IncStock$11.0K–
ABTCAmerican Bitcoin Corp.COM–$11.0K
MSFTMicrosoft CorpStock$9.00K–
ILMNIllumina, Inc.COM–$8.00K
EXASExact Sciences CorpCOM–$8.00K
BACBank of America CorpStock$7.00K–
UPSTUpstart Holdings, Inc.COM–$7.00K
WFCWells Fargo & CompanyStock$6.00K–
POSHPoshmark, Inc.COM CL A–$6.00K
PYPLPayPal Holdings, Inc.Stock–$5.00K
ETSYEtsy IncCOM–$5.00K
NNDMNano Dimension Ltd.SPONSORD ADS NEW–$4.00K
HUTHut 8 Corp.Common Stock–$4.00K
NVTAInvitae CorpCOM–$4.00K
GOOGLAlphabet Inc.Stock$3.00K–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF–$3.00K
ARK ETF Tr00214Q302GENOMIC REV ETF–$3.00K
COINCoinbase Global, Inc.COM CL A–$3.00K
RIOTRiot Platforms, Inc.COM–$3.00K
FFord Motor CoStock–$2.00K
MGMMGM Resorts InternationalStock–$2.00K
XYZBlock, Inc.CL A–$2.00K
LENLennar CorpCL A–$2.00K
DDD3D Systems CorpCOM NEW–$2.00K
NFLXNetflix IncStock$1.00K–
GMEGameStop Corp.Stock$1.00K–
JPMJPMorgan Chase & CoStock$1.00K–
CCitigroup IncStock$1.00K–
DOCUDocuSign, Inc.Stock–$1.00K
ACBAurora Cannabis IncCOM–$1.00K
COUPCoupa Software IncCOM–$1.00K

Sold out since Q2 2021 (127)

Positions held at the end of Q2 2021 that are gone from this filing.

The largest 100 of 127 by value last quarter.

Positions of Creative Planning sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
Churchill Capital Corp IV171439102CL A164,508$4.74M<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF14,723$3.60M<0.1%–
PARPar Technology CorpCOM41,986$2.94M<0.1%History
GLDMWorld Gold TrustSPDR GLD MINIS147,334$2.60M<0.1%History
STNEStoneCo Ltd.COM29,008$1.95M<0.1%History
Brookfield Ppty REIT Inc11282X103CL A95,850$1.81M<0.1%–
MXIMMaxim Integrated Products IncCOM9,275$977.0K<0.1%History
ProShares Tr74347B425SHORT S&P 500 NE56,621$871.0K<0.1%–
WORKSlack Technologies, Inc.COM CL A17,163$760.0K<0.1%History
ProShares Tr74347R693PSHS ULTRA TECH6,926$667.0K<0.1%–
AXSMAxsome Therapeutics, Inc.COM9,668$652.0K<0.1%History
Gores Holdings VI Inc38286R105COM CL A40,132$651.0K<0.1%–
Capital Product Partners L PY11082206PARTNERSHP UNITS52,545$641.0K<0.1%–
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE14,013$621.0K<0.1%–
ZNGAZynga IncCL A52,424$557.0K<0.1%History
AEOAmerican Eagle Outfitters IncCOM14,736$553.0K<0.1%History
VALEVale S.A.SPONSORED ADS24,005$548.0K<0.1%History
TWSTTwist Bioscience CorpCOM3,950$526.0K<0.1%History
RADNew Rite Aid, LLCCOM29,439$480.0K<0.1%History
VINCVincerx Pharma, Inc.COM NEW35,000$455.0K<0.1%History
iShares Tr46435G474FALN ANGLS USD14,795$443.0K<0.1%–
USCRU.S. Concrete, Inc.COM5,768$426.0K<0.1%History
VBTXVeritex Holdings, Inc.COM11,648$412.0K<0.1%History
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF6,426$407.0K<0.1%–
SPDR Series Trust78464A383ST STR BACKE ETF14,929$386.0K<0.1%–
Invesco Actively Managed ETF46090C305EMGRING MKTS506,639$386.0K<0.1%–
MSEXMiddlesex Water CoCOM4,451$364.0K<0.1%History
FUTUFutu Holdings LtdSPON ADS CL A1,996$357.0K<0.1%History
DAYDayforce, Inc.COM3,727$357.0K<0.1%History
ALXNAlexion Pharmaceuticals, Inc.COM1,931$355.0K<0.1%History
iShares Inc464286632MSCI ISRAEL ETF5,074$354.0K<0.1%–
RBB FD Inc74933W601MOTLEY FOL ETF8,700$344.0K<0.1%–
RDYDr Reddys Laboratories LtdADR4,550$334.0K<0.1%History
GRWGGrowGeneration Corp.COM6,892$332.0K<0.1%History
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH1,850$319.0K<0.1%–
MFNCMackinac Financial CorpCOM15,778$312.0K<0.1%History
COHRCoherent Corp.COM4,247$308.0K<0.1%History
KDPKeurig Dr Pepper Inc.COM8,607$303.0K<0.1%History
EBSEmergent BioSolutions Inc.COM4,749$299.0K<0.1%History
NVCRNovoCure LtdORD SHS1,341$297.0K<0.1%History
ASBAssociated Banc-CorpCOM14,330$293.0K<0.1%History
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF3,839$290.0K<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,535$284.0K<0.1%–
Tuscan Hldgs Corp90069K104COM20,070$274.0K<0.1%–
SRSpire IncCOM3,646$264.0K<0.1%History
Global X FDS37954Y780INTERNET OF THNG7,283$260.0K<0.1%–
CHMGChemung Financial CorpCOM5,814$258.0K<0.1%History
PAASPan American Silver CorpStock8,900$254.0K<0.1%History
PTCPTC Inc.Stock1,789$253.0K<0.1%History
ProShares Tr74347B169ONLINE RTL ETF3,134$253.0K<0.1%–
TRTNTriton International LtdCL A4,826$253.0K<0.1%History
MDXGMimedx Group, Inc.COM20,135$252.0K<0.1%History
SFIXStitch Fix, Inc.Stock4,153$250.0K<0.1%History
ASNDAscendis Pharma A/SSPONSORED ADR1,900$250.0K<0.1%History
PFOFlaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INCCOM18,207$243.0K<0.1%History
PDIPIMCO Dynamic Income FundSHS8,381$241.0K<0.1%History
JAZZJazz Pharmaceuticals plcSHS USD1,323$235.0K<0.1%History
MKSIMKS IncCOM1,313$234.0K<0.1%History
MEDMedifast IncCOM825$233.0K<0.1%History
AEMAgnico Eagle Mines LtdStock3,789$229.0K<0.1%History
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM9,200$229.0K<0.1%History
Direxion Shs ETF Tr25459W730DLY MIDCAP ETF3X3,720$228.0K<0.1%–
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS10,189$228.0K<0.1%History
CHWYChewy, Inc.CL A2,801$223.0K<0.1%History
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN2,382$222.0K<0.1%–
Advisorshares Tr00768Y453PURE US CANN ETF5,548$222.0K<0.1%–
iShares Inc464286681MSCI EQUAL WEITE2,607$220.0K<0.1%–
APOGApogee Enterprises, Inc.COM5,390$220.0K<0.1%History
LILi Auto Inc.SPONSORED ADS6,250$218.0K<0.1%History
RKTRocket Companies, Inc.Stock11,094$215.0K<0.1%History
NUSNu Skin Enterprises, Inc.CL A3,800$215.0K<0.1%History
PEGAPegasystems IncCOM1,528$213.0K<0.1%History
HQLabrdn Life Sciences InvestorsSH BEN INT9,919$213.0K<0.1%History
WIXWix.com Ltd.SHS734$213.0K<0.1%History
EDITEditas Medicine, Inc.COM3,736$212.0K<0.1%History
ELSEquity Lifestyle Properties IncCOM2,807$209.0K<0.1%History
WisdomTree Tr97717W406US AI ENHANCED2,143$208.0K<0.1%–
iShares Inc464286871MSCI HONG KG ETF7,800$208.0K<0.1%–
WRIWeingarten Realty InvestorsSH BEN INT6,481$208.0K<0.1%History
BTZBlackRock Credit Allocation Income TrustCOM13,145$205.0K<0.1%History
RLMDRelmada Therapeutics, Inc.COM6,375$204.0K<0.1%History
SNXTD Synnex CorpCOM1,650$201.0K<0.1%History
iShares Tr46434V282U S EQUITY FACTR4,697$201.0K<0.1%–
SKTTanger Inc.COM10,325$195.0K<0.1%History
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF10,810$172.0K<0.1%History
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT10,308$166.0K<0.1%History
BCSFBain Capital Specialty Finance, Inc.COM STK10,182$156.0K<0.1%History
MYIBlackRock Muniyield Quality Fund III, Inc.COM10,107$150.0K<0.1%History
STKLSunOpta Inc.COM11,902$146.0K<0.1%History
EOLSEvolus, Inc.COM10,946$138.0K<0.1%History
AIRCApartment Income REIT Corp.COM2,909$138.0K<0.1%History
LPLALPL Financial Holdings Inc.COM1,017$137.0K<0.1%History
JAMFJamf Holding Corp.COM4,000$134.0K<0.1%History
YELLQYellow CorpCOM20,385$133.0K<0.1%History
AELAmerican National Group Inc.COM4,000$129.0K<0.1%History
MDVLMedAvail Holdings, Inc.COM10,547$129.0K<0.1%History
OUSTOuster, Inc.COM10,200$127.0K<0.1%History
Genius Sports LtdG3934V117COM15,000$119.0K<0.1%–
PVHPVH Corp.COM1,000$108.0K<0.1%History
ASAASA Gold & Precious Metals LtdSHS5,000$108.0K<0.1%History