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
61 Visa Inc. V $279.84 325,593

325,958

up arrow 365

 		$91,216,087 0.18%
62 Vanguard Mid-Cap Value ETF VOE $155.35 568,992

576,026

up arrow 7,034

 		$89,485,639 0.18%
63 Tesla, Inc. TSLA $174.84 71,191

507,963

up arrow 436,772

 		$88,812,251 0.17%
64 Vanguard Div Appreciation ETF VIG $183.63 270,270

464,602

up arrow 194,332

 		$85,314,865 0.17%
65 WisdomTree Emerging Markets Hig DEM $44.37 2,625,133

1,723,188

up arrow -901,945

 		$76,457,852 0.15%
66 Bank of America Corporation BAC $39.22 1,955,098

1,927,416

up arrow -27,682

 		$75,593,256 0.15%
67 Crowdstrike Holdings Inc CRWD $339.06 111,354

215,320

up arrow 103,966

 		$73,006,399 0.14%
68 AbbVie Inc. ABBV $164.35 386,407

441,005

up arrow 54,598

 		$72,479,172 0.14%
69 iShares Core S&P Total U.S. Sto ITOT $116.18 703,123

617,449

up arrow -85,674

 		$71,735,225 0.14%
70 iShares Russell Midcap Growth E IWP $111.89 316,212

639,725

up arrow 323,513

 		$71,578,830 0.14%
71 Union Pacific Corporation UNP $245.90 240,741

288,359

up arrow 47,618

 		$70,907,478 0.14%
72 Toronto Dominion Bank (The) TD $56.88 N/A 1,201,590 $68,346,439 0.13%
73 SPDR MidCap Trust Series I MDY $551.11 136,784

122,368

up arrow -14,416

 		$67,438,228 0.13%
74 SPDR S&P Dividend ETF SDY $132.14 424,182

507,317

up arrow 83,135

 		$67,036,868 0.13%
75 McDonald's Corporation MCD $273.51 212,757

234,345

up arrow 21,588

 		$64,095,701 0.13%
76 BROADCOM CORP COM USD1.00 AVGO $1,412.13 36,033

44,531

up arrow 8,498

 		$62,883,561 0.12%
77 WisdomTree U.S. MidCap Dividend DON $48.62 1,382,921

1,226,770

up arrow -156,151

 		$59,645,557 0.12%
78 Chevron Corporation CVX $161.09 336,310

366,885

up arrow 30,575

 		$59,101,505 0.12%
79 iShares Core S&P Mid-Cap ETF IJH $60.26 1,007,607

975,815

up arrow -31,792

 		$58,802,612 0.12%
80 Merck & Company, Inc. (new) MRK $130.88 403,627

446,323

up arrow 42,696

 		$58,414,754 0.11%
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