StockScan > Holders > Creative Planning

Creative Planning's Portfolio and 13F Filing

Value: $48.94B
Website:
CIK: 0001540235
Phone: 913-356-5504
Address: 5454 W.110th Street, Overland Park, KS (66211)
Latest 13F Filing:
Creative Planning's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 iShares Core S&P 500 ETF IVV $506.43 10,192,826

12,029,435

up arrow 1,836,609

$6,092,066,767 12.45%
2 Vanguard FTSE Developed Markets VEA $49.05 72,568,828

77,763,966

up arrow 5,195,138

$3,814,330,309 7.79%
3 iShares Core MSCI Emerging Mark IEMG $52.99 39,213,449

41,402,379

up arrow 2,188,930

$2,193,791,996 4.48%
4 Apple Inc. AAPL $172.68 2,493,633

11,347,549

up arrow 8,853,916

$1,959,493,627 4.00%
5 Vanguard Intermediate-Term Corp VCIT $78.75 24,575,152

24,072,288

up arrow -502,864

$1,895,692,680 3.87%
6 Vanguard Mid-Cap ETF VO $239.17 7,467,032

7,320,396

up arrow -146,636

$1,750,782,509 3.58%
7 Vanguard Total Stock Market ETF VTI $249.98 7,438,757

6,857,759

up arrow -580,998

$1,714,302,595 3.50%
8 Vanguard Large-Cap ETF VV $231.36 7,041,792

7,206,067

up arrow 164,275

$1,667,159,631 3.41%
9 iShares Core U.S. Aggregate Bon AGG $95.68 17,332,630

16,406,793

up arrow -925,837

$1,569,719,920 3.21%
10 SPDR Portfolio Mid Cap ETF SPMD $50.73 22,805,602

28,857,134

up arrow 6,051,532

$1,463,922,408 2.99%
11 Vanguard Total Bond Market ETF BND $70.98 7,204,041

18,415,850

up arrow 11,211,809

$1,307,064,954 2.67%
12 Berkshire Hathaway Inc BRK.B $400.59 3,210,792

3,050,052

up arrow -160,740

$1,221,820,331 2.50%
13 SPDR Portfolio Developed World SPDW $35.06 34,134,071

33,332,230

up arrow -801,841

$1,168,461,323 2.39%
14 Vanguard Real Estate ETF VNQ $80.54 11,604,941

14,186,432

up arrow 2,581,491

$1,142,575,233 2.33%
15 Microsoft Corporation MSFT $396.87 1,743,207

1,896,920

up arrow 153,713

$752,821,156 1.54%
16 iShares National Muni Bond ETF MUB $106.36 5,001,343

6,802,276

up arrow 1,800,933

$723,456,064 1.48%
17 SPDR Series Trust SPDR Portfoli SPLG $59.28 10,899,357

12,088,453

up arrow 1,189,096

$716,603,494 1.46%
18 WisdomTree Emerging Market Smal DGS $51.86 10,675,800

12,972,731

up arrow 2,296,931

$672,765,830 1.37%
19 SPDR S&P 500 SPY $504.01 1,289,621

1,321,950

up arrow 32,329

$666,272,715 1.36%
20 iShares 3-7 Year Treasury Bond IEI $113.93 4,247,334

4,490,001

up arrow 242,667

$511,545,814 1.05%