StockScan > Holders > Creative Planning

Creative Planning's Portfolio and 13F Filing

Value: $50.88B
Website: www.creativeplanning.com
CIK: 0001540235
Phone: 913-356-5504
Address: 5454 W.110th Street, Overland Park, KS (66211)
Latest 13F Filing: 2021-01-30
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 $531.23 10,192,826

12,029,435

up arrow 1,836,609

 		$6,390,396,755 12.56%
2 Vanguard FTSE Developed Markets VEA $50.92 72,568,828

77,763,966

up arrow 5,195,138

 		$3,959,741,149 7.78%
3 iShares Core MSCI Emerging Mark IEMG $54.68 39,213,449

41,402,379

up arrow 2,188,930

 		$2,263,882,084 4.45%
4 Apple Inc. AAPL $189.84 2,493,633

11,347,549

up arrow 8,853,916

 		$2,154,218,702 4.23%
5 Vanguard Intermediate-Term Corp VCIT $79.87 24,575,152

24,072,288

up arrow -502,864

 		$1,922,653,643 3.78%
6 Vanguard Mid-Cap ETF VO $248.23 7,467,032

7,320,396

up arrow -146,636

 		$1,817,141,899 3.57%
7 Vanguard Total Stock Market ETF VTI $261.93 7,438,757

6,857,759

up arrow -580,998

 		$1,796,252,815 3.53%
8 Vanguard Large-Cap ETF VV $242.67 7,041,792

7,206,067

up arrow 164,275

 		$1,748,696,279 3.44%
9 iShares Core U.S. Aggregate Bon AGG $97.08 17,332,630

16,406,793

up arrow -925,837

 		$1,592,771,464 3.13%
10 SPDR Portfolio Mid Cap ETF SPMD $52.84 22,805,602

28,857,134

up arrow 6,051,532

 		$1,524,810,961 3.00%
11 Vanguard Total Bond Market ETF BND $71.99 7,204,041

18,415,850

up arrow 11,211,809

 		$1,325,757,042 2.61%
12 Berkshire Hathaway Inc BRK.B $413.12 3,210,792

3,050,052

up arrow -160,740

 		$1,260,037,482 2.48%
13 SPDR Portfolio Developed World SPDW $36.42 34,134,071

33,332,230

up arrow -801,841

 		$1,213,959,817 2.39%
14 Vanguard Real Estate ETF VNQ $84.90 11,604,941

14,186,432

up arrow 2,581,491

 		$1,204,428,077 2.37%
15 Microsoft Corporation MSFT $420.99 1,743,207

1,896,920

up arrow 153,713

 		$798,584,351 1.57%
16 SPDR Series Trust SPDR Portfoli SPLG $62.19 10,899,357

12,088,453

up arrow 1,189,096

 		$751,780,892 1.48%
17 iShares National Muni Bond ETF MUB $107.00 5,001,343

6,802,276

up arrow 1,800,933

 		$727,843,532 1.43%
18 SPDR S&P 500 SPY $528.69 1,289,621

1,321,950

up arrow 32,329

 		$698,901,746 1.37%
19 WisdomTree Emerging Market Smal DGS $52.72 10,675,800

12,972,731

up arrow 2,296,931

 		$683,922,378 1.34%
20 iShares 3-7 Year Treasury Bond IEI $115.01 4,247,334

4,490,001

up arrow 242,667

 		$516,395,015 1.01%
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