StockScan > Holders > Creative Planning

Creative Planning's Portfolio and 13F Filing

Value: $50.46B
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
81 Merck & Company, Inc. (new) MRK $125.54 403,627

446,323

up arrow 42,696

 		$56,031,389 0.11%
82 Schwab International Small-Cap SCHC $36.61 1,130,156

1,483,058

up arrow 352,902

 		$54,294,753 0.11%
83 Vanguard FTSEEuropean ETF VGK $69.85 18,979

759,659

up arrow 740,680

 		$53,062,181 0.11%
84 Vanguard Information Tech ETF VGT $534.61 92,684

96,753

up arrow 4,069

 		$51,725,121 0.10%
85 Citigroup, Inc. C $62.31 658,053

823,964

up arrow 165,911

 		$51,341,197 0.10%
86 Caterpillar, Inc. CAT $338.52 142,929

150,402

up arrow 7,473

 		$50,914,085 0.10%
87 SPDR Portfolio Aggregate Bond E SPAB $24.94 2,154,816

1,998,564

up arrow -156,252

 		$49,844,186 0.10%
88 WisdomTree U.S. SmallCap Divide DES $31.91 1,569,619

1,549,494

up arrow -20,125

 		$49,444,354 0.10%
89 Netflix, Inc. NFLX $641.62 72,512

75,817

up arrow 3,305

 		$48,645,704 0.10%
90 UnitedHealth Group Incorporated UNH $495.37 85,604

97,670

up arrow 12,066

 		$48,382,788 0.10%
91 QUALCOMM Incorporated QCOM $204.05 204,713

235,055

up arrow 30,342

 		$47,962,973 0.10%
92 Vanguard Growth ETF VUG $350.68 121,484

134,763

up arrow 13,279

 		$47,258,689 0.09%
93 Invesco S&P 500 Equal Weight ET RSP $165.78 137,853

281,540

up arrow 143,687

 		$46,673,701 0.09%
94 Chipotle Mexican Grill, Inc. CMG $3,129.52 5,136

14,683

up arrow 9,547

 		$45,950,742 0.09%
95 Oracle Corporation ORCL $117.19 383,574

377,586

up arrow -5,988

 		$44,249,303 0.09%
96 Vanguard Value ETF VTV $161.18 219,719

269,988

up arrow 50,269

 		$43,516,666 0.09%
97 iShares S&P 500 Growth ETF IVW $86.60 117,986

497,234

up arrow 379,248

 		$43,060,464 0.09%
98 Lowe's Companies, Inc. LOW $221.29 171,377

193,823

up arrow 22,446

 		$42,891,092 0.08%
99 Mastercard Incorporated MA $447.07 79,424

95,687

up arrow 16,263

 		$42,778,787 0.08%
100 Abbott Laboratories ABT $102.19 391,997

415,171

up arrow 23,174

 		$42,426,324 0.08%
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