HoldingsChannel.com
Creative Planning Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 72,857,275 +2,941,503 $3,210,091
     VEA72,857,275+2,941,503$3,210,091
ISHARES TR (AGG) 24,642,926 +1,582,924 $2,769,126
     AGG24,642,926+1,582,924$2,769,126
ISHARES TR (IVV)      $2,625,189
     IVV8,121,493+219,449$2,625,191
     Put400+400$2
VANGUARD SCOTTSDALE FDS (VCIT) 28,661,033 +751,678 $2,617,612
     VCIT28,661,033+751,678$2,617,612
ISHARES INC (IEMG) 41,671,923 +2,428,566 $2,240,283
     IEMG41,671,923+2,393,066$2,240,283
VANGUARD INDEX FDS (VO) 7,705,616 -447,331 $1,372,986
     VO7,705,616-447,331$1,372,986
VANGUARD INDEX FDS (VNQ) 9,991,733 +608,474 $927,133
     VNQ9,991,733+608,474$927,133
BERKSHIRE HATHAWAY INC DEL      $894,049
     BRK.B3,632,369-76,898$822,731
     BRK.A207-6$70,268
     Call56,500-103,500$1,050
VANGUARD INTL EQUITY INDEX F (VWO) 18,715,921 -141,022 $832,297
     VWO18,715,921-141,022$832,297
SCHWAB STRATEGIC TR 21,549,878 -282,116 $724,722
     SCHF21,549,878-351,516$724,722
SPDR SERIES TRUST (SPMD) 19,257,910 +2,613,301 $697,714
     SPMD19,257,910+2,613,301$697,714
VANGUARD INDEX FDS (VV) 4,603,108 -53,539 $680,524
     VV4,603,108-53,539$680,524
APPLE INC      $646,307
     AAPL2,130,528-32,149$625,630
     Call297,100+53,600$20,703
     Put19,600+15,200$26
SCHWAB STRATEGIC TR 13,711,725 -431,130 $630,191
     SCHH13,711,725-431,130$630,191
ISHARES TR (MUB) 4,762,443 +322,840 $542,490
     MUB4,762,443+322,840$542,490
ISHARES TR (IEFA) 7,567,957 -46,191 $493,734
     IEFA7,567,957-52,691$493,734
ISHARES TR (IEI) 3,765,795 +460,435 $473,549
     IEI3,765,795+460,435$473,549
ISHARES TR (EFA)      $451,483
     EFA6,502,908-98,770$451,562
     Put27,900+24,000$79
ISHARES TR (IJH) 2,014,055 -39,810 $414,533
     IJH2,014,055-39,810$414,533
SPDR S&P 500 ETF TR (SPY)      $408,792
     SPY1,270,439-67,091$408,903
     Put27,700+16,700$111
ISHARES TR (SCZ) 5,652,446 +34,134 $352,034
     SCZ5,652,446+34,134$352,034
ALPS ETF TR (AMLP) 35,366,200 +8,212,134 $300,613
     AMLP35,366,200+8,212,134$300,613
WISDOMTREE TR 5,986,446 +1,838,798 $286,272
     DGS5,986,446+1,838,798$286,272
MICROSOFT CORP      $215,592
     MSFT1,329,824-704$209,713
     Call162,400+15,700$5,886
     Put6,700-1,000$7
VANGUARD BD INDEX FD INC (BND)      $210,535
     BND2,510,551+31,391$210,535
     Put3,000+3,000$0
SCHWAB STRATEGIC TR 2,554,664 -67,041 $196,224
     SCHX2,554,664-67,041$196,224
AMAZON COM INC      $186,688
     AMZN99,981+2,383$184,748
     Call12,000+1,800$1,994
     Put3,100-100$54
FACEBOOK INC      $171,366
     FB828,520-22,455$170,054
     Call53,100+3,000$1,313
     Put1,000-4,200$1
SCHWAB STRATEGIC TR 6,105,469 +87,330 $167,107
     SCHE6,105,469+30,630$167,107
VANGUARD INDEX FDS (VB) 994,959 +33,195 $164,805
     VB994,959+33,195$164,805
WISDOMTREE TR 2,478,535 +161,985 $121,424
     DOL2,478,535+161,985$121,424
PEPSICO INC 813,711 -6,727 $111,210
     PEP813,711-8,227$111,210
SPDR INDEX SHS FDS (EWX) 2,355,347 +92,472 $108,487
     EWX2,355,347+92,472$108,487
WISDOMTREE TR 2,324,134 +199,932 $106,376
     DEM2,324,134+199,932$106,376
ENTERPRISE PRODS PARTNERS L 3,698,790 -236,111 $104,158
     EPD3,698,790-236,111$104,158
SPDR SERIES TRUST (SPAB) 3,096,610 +17,906 $90,978
     SPAB3,096,610+17,906$90,978
VANGUARD INDEX FDS (VTI) 550,260 -3,282 $90,034
     VTI550,260-3,282$90,034
ZOOM VIDEO COMMUNICATIONS IN      $85,772
     ZM1,260,596+1,257,802$85,771
     Call2,100+1,000$1
VANGUARD WHITEHALL FDS INC (VYM) 892,072 +31,913 $83,596
     VYM892,072+31,913$83,596
ISHARES TR (IWB) 465,169 -11,612 $82,995
     IWB465,169-11,612$82,995
DISNEY WALT CO      $75,297
     DIS520,596+13,522$75,294
     Call1,000-1,600$3
JPMORGAN CHASE & CO      $74,834
     JPM536,833-7,621$74,835
     Put3,000+1,000$1
EXXON MOBIL CORP      $73,440
     XOM1,052,441+52,698$73,439
     Call300-200$1
SPDR SERIES TRUST (SPLG) 1,923,599 +286,646 $72,751
     SPLG1,923,599+286,646$72,751
BOEING CO      $70,527
     BA216,434+7,495$70,505
     Call2,300-900$26
     Put300-500$4
JOHNSON & JOHNSON      $70,195
     JNJ481,211-23,081$70,194
     Call200+100$1
     Put13,900-13,400$0
INTEL CORP 1,141,543 +1,562 $68,321
     INTC1,141,543+1,562$68,321
ALPHABET INC      $66,961
     GOOGL49,523+402$66,331
     Call6,700+1,200$630
VISA INC      $65,991
     V350,963+343$65,946
     Call500UNCH$45
     Put1,500+1,500$0
SQUARE INC      $65,976
     SQ1,054,418-13,935$65,964
     Call2,000+600$12

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 12/31/2019: $33,314,058
At 09/30/2019: $30,711,361

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

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