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
41 iShares Core MSCI EAFE ETF IEFA $75.60 2,118,011

2,171,574

up arrow 53,563

 		$164,170,994 0.32%
42 The Procter Gamble Company PG $167.86 455,470

973,955

up arrow 518,485

 		$163,488,086 0.32%
43 Pepsico, Inc. PEP $183.11 804,543

852,086

up arrow 47,543

 		$156,025,467 0.31%
44 NVIDIA Corporation NVDA $943.59 156,345

163,873

up arrow 7,528

 		$154,628,924 0.30%
45 iShares Russell 1000 Value ETF IWD $178.56 743,286

842,362

up arrow 99,076

 		$150,412,159 0.30%
46 Exxon Mobil Corporation XOM $117.87 1,091,132

1,216,507

up arrow 125,375

 		$143,389,680 0.28%
47 iShares Russell 1000 ETF IWB $290.40 472,581

488,193

up arrow 15,612

 		$141,771,247 0.28%
48 SPDR Portfolio Small Cap ETF SPSM $43.01 2,578,412

3,167,430

up arrow 589,018

 		$136,231,164 0.27%
49 Berkshire Hathaway Inc BRK.A $625,100.00 206

206

up arrow 0

 		$128,770,600 0.25%
50 Vanguard S&P 500 ETF VOO $485.97 174,357

256,926

up arrow 82,569

 		$124,858,328 0.25%
51 JP Morgan Chase & Co. JPM $202.47 551,441

594,202

up arrow 42,761

 		$120,308,079 0.24%
52 WisdomTree International LargeC DOL $53.01 2,831,252

2,260,874

up arrow -570,378

 		$119,851,192 0.24%
53 Charles Schwab Corporation (The SCHW $78.04 80,513

1,358,316

up arrow 1,277,803

 		$106,002,981 0.21%
54 The Home Depot Inc HD $342.73 274,466

307,371

up arrow 32,905

 		$105,345,263 0.21%
55 Vanguard Short-Term Bond ETF BSV $76.46 458,706

1,361,873

up arrow 903,167

 		$104,128,810 0.20%
56 Coca-Cola Company (The) KO $63.32 530,747

1,621,086

up arrow 1,090,339

 		$102,647,166 0.20%
57 Costco Wholesale Corporation COST $793.07 99,402

126,165

up arrow 26,763

 		$100,057,677 0.20%
58 iShares Core S&P Small-Cap ETF IJR $110.41 749,511

871,942

up arrow 122,431

 		$96,271,116 0.19%
59 Monolithic Power Systems, Inc. MPWR $728.10 131,537

130,679

up arrow -858

 		$95,147,380 0.19%
60 Johnson & Johnson JNJ $154.28 536,677

611,175

up arrow 74,498

 		$94,292,079 0.19%
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