HoldingsChannel.com
Creative Planning Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 9,837,996 +1,716,903 $2,542,138
     IVV9,837,996+1,716,503$2,542,138
VANGUARD TAX MANAGED INTL FD (VEA) 70,154,795 -2,702,480 $2,338,961
     VEA70,154,795-2,702,480$2,338,961
VANGUARD SCOTTSDALE FDS (VCIT) 23,724,613 -4,936,420 $2,066,177
     VCIT23,724,613-4,936,420$2,066,177
ISHARES TR (AGG) 17,815,585 -6,827,341 $2,055,384
     AGG17,815,585-6,827,341$2,055,384
ISHARES INC (IEMG) 37,529,536 -4,142,387 $1,518,820
     IEMG37,529,536-4,142,387$1,518,820
VANGUARD INDEX FDS (VO) 7,436,403 -269,213 $979,003
     VO7,436,403-269,213$979,003
VANGUARD INDEX FDS (VTI) 7,483,788 +6,933,528 $964,735
     VTI7,483,788+6,933,528$964,735
VANGUARD INDEX FDS (VV) 6,158,957 +1,555,849 $729,405
     VV6,158,957+1,555,849$729,405
VANGUARD INDEX FDS (VNQ) 10,254,767 +263,034 $716,295
     VNQ10,254,767+263,034$716,295
BERKSHIRE HATHAWAY INC DEL      $668,219
     BRK.B3,345,539-286,830$611,665
     BRK.A208+1$56,554
     Call200-56,300$0
SPDR INDEX SHS FDS (SPDW) 26,730,555 +24,935,058 $639,929
     SPDW26,730,555+24,935,058$639,929
APPLE INC      $525,407
     AAPL2,068,905-61,623$526,102
     Put83,400+63,800$2,367
     Call44,500-252,600$1,672
ISHARES TR (IEI) 3,923,382 +157,587 $523,144
     IEI3,923,382+157,587$523,144
SCHWAB STRATEGIC TR 14,996,629 +1,284,904 $490,990
     SCHH14,996,629+1,284,904$490,990
SPDR SER TR (SPMD) 19,255,933 -1,977 $487,753
     SPMD19,255,933-1,977$487,753
ISHARES TR (MUB) 3,897,103 -865,340 $440,412
     MUB3,897,103-865,340$440,412
VANGUARD INTL EQUITY INDEX F (VWO) 12,151,458 -6,564,463 $407,681
     VWO12,151,458-6,564,463$407,681
SCHWAB STRATEGIC TR 12,738,682 -8,811,196 $329,168
     SCHF12,738,682-8,811,196$329,168
VANGUARD BD INDEX FDS (BND)      $317,374
     BND3,718,531+1,207,980$317,377
     Put3,000UNCH$3
SCHWAB STRATEGIC TR 15,310,718 +9,205,249 $316,779
     SCHE15,310,718+9,205,249$316,779
SPDR S&P 500 ETF TR (SPY)      $311,367
     SPY1,212,729-57,710$312,581
     Put28,700+1,000$1,225
     Call1,600+1,600$11
SPDR INDEX SHS FDS (SPEM) 10,728,209 +9,499,917 $305,325
     SPEM10,728,209+9,499,917$305,325
ISHARES TR (IDEV) 6,488,646 +6,488,646 $287,512
     IDEV6,488,646+6,488,646$287,512
WISDOMTREE TR 8,201,609 +2,215,163 $270,899
     DGS8,201,609+2,215,163$270,899
SPDR SER TR (SPLG) 8,815,965 +6,892,366 $266,683
     SPLG8,815,965+6,892,366$266,683
SCHWAB STRATEGIC TR 5,449,424 +5,111,582 $229,748
     SCHM5,449,424+5,111,582$229,748
MICROSOFT CORP      $218,953
     MSFT1,362,029+32,205$214,806
     Call149,500-12,900$4,225
     Put7,500+800$78
ISHARES TR (SCZ) 4,740,566 -911,880 $212,520
     SCZ4,740,566-911,880$212,520
SCHWAB STRATEGIC TR 3,468,345 +913,681 $212,436
     SCHX3,468,345+913,681$212,436
VANGUARD MUN BD FD INC (VTEB) 3,943,394 +3,616,130 $208,606
     VTEB3,943,394+3,616,130$208,606
ALPS ETF TR (AMLP) 58,619,022 +23,252,822 $201,649
     AMLP58,619,022+23,252,822$201,649
AMAZON COM INC      $194,305
     AMZN98,239-1,742$191,539
     Call11,400-600$3,340
     Put2,200-900$574
ISHARES TR (IJH) 1,113,405 -900,650 $160,174
     IJH1,113,405-900,650$160,174
ISHARES TR (EFA)      $159,052
     EFA2,983,654-3,519,254$159,506
     Put27,900UNCH$454
ISHARES TR (IEFA) 2,872,240 -4,695,717 $143,296
     IEFA2,872,240-4,695,717$143,296
FACEBOOK INC      $140,542
     FB838,084+9,564$139,792
     Call35,300-17,800$750
SPDR INDEX SHS FDS (EWX) 4,020,458 +1,665,111 $133,117
     EWX4,020,458+1,665,111$133,117
VANGUARD INDEX FDS (VB) 1,150,010 +155,051 $132,757
     VB1,150,010+155,051$132,757
WISDOMTREE TR 2,783,747 +305,212 $102,804
     DOL2,783,747+305,212$102,804
PEPSICO INC      $96,932
     PEP807,071-6,640$96,929
     Call100+100$3
VANGUARD WHITEHALL FDS (VYM) 1,194,375 +302,303 $84,502
     VYM1,194,375+302,303$84,502
WISDOMTREE TR 2,539,641 +215,507 $81,903
     DEM2,539,641+215,507$81,903
SPDR SER TR (SPAB) 2,249,376 -847,234 $67,976
     SPAB2,249,376-847,234$67,976
ISHARES TR (IWB) 474,882 +9,713 $67,210
     IWB474,882+9,713$67,210
JOHNSON & JOHNSON      $64,476
     JNJ492,704+11,493$64,608
     Put13,700-200$133
     Call300+100$1
INTEL CORP 1,176,344 +34,801 $63,664
     INTC1,176,344+34,801$63,664
ALPHABET INC      $59,398
     GOOGL50,664+1,141$58,869
     Call8,900+2,200$529
VISA INC      $55,663
     V345,269-5,694$55,630
     Call500UNCH$33
SQUARE INC      $54,775
     SQ1,045,322-9,096$54,754
     Call7,500+5,500$21
ISHARES TR (IWF) 342,262 -7,400 $51,562
     IWF342,262-7,400$51,562

See Full List: All Stocks Held By Creative Planning
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Creative Planning

Size ($ in 1000's)
At 03/31/2020: $28,197,878
At 12/31/2019: $33,314,058

Creative Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Creative Planning 13F filings. Link to 13F filings: SEC filings

Creative Planning Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.