HoldingsChannel.com
Creative Planning Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 67,325,321 +2,345,589 $2,751,586
     VEA67,325,321+2,345,589$2,751,586
VANGUARD SCOTTSDALE FDS (VCIT) 26,798,229 +1,380,686 $2,327,962
     VCIT26,798,229+1,380,686$2,327,962
ISHARES TR (IVV) 7,543,567 +229,204 $2,146,598
     IVV7,543,567+229,204$2,146,598
ISHARES TR (AGG) 19,248,589 +1,468,548 $2,099,444
     AGG19,248,589+1,468,548$2,099,444
ISHARES INC (IEMG) 36,543,893 +1,856,867 $1,889,685
     IEMG36,543,893+1,856,867$1,889,685
VANGUARD INDEX FDS (VO) 9,004,858 -411,213 $1,447,531
     VO9,004,858-411,213$1,447,531
BERKSHIRE HATHAWAY INC DEL      $770,889
     BRK.B3,520,049+94,419$707,142
     BRK.A210+1$63,231
     Call150,000+30,000$516
VANGUARD INTL EQUITY INDEX F (VWO) 16,639,143 -307,531 $707,164
     VWO16,639,143-307,531$707,164
SCHWAB STRATEGIC TR 15,385,338 -502,054 $683,571
     SCHH15,385,338-502,054$683,571
VANGUARD INDEX FDS (VNQ) 7,797,048 +805,312 $677,641
     VNQ7,797,048+805,312$677,641
SCHWAB STRATEGIC TR 19,059,055 +47,404 $596,739
     SCHF19,059,055+47,404$596,739
VANGUARD INDEX FDS (VV) 4,549,421 -70,570 $590,515
     VV4,549,421-70,570$590,515
ISHARES TR (MUB) 4,293,337 +124,381 $477,376
     MUB4,293,337+124,381$477,376
APPLE INC      $431,588
     AAPL2,251,189-2,295$427,613
     Call251,500+29,000$4,192
     Put27,300-38,700$217
ISHARES TR (EFA) 6,640,390 -9,212 $430,696
     EFA6,640,390-9,212$430,696
ISHARES TR (IEFA) 7,064,949 -17,833 $429,337
     IEFA7,064,949-17,833$429,337
SPDR SERIES TRUST (SPMD) 12,586,686 +3,214,996 $419,514
     SPMD12,586,686+3,214,996$419,514
ISHARES TR (IJH) 2,136,388 -1,747 $404,632
     IJH2,136,388-1,747$404,632
SPDR S&P 500 ETF TR (SPY)      $384,186
     SPY1,360,193-20,875$384,227
     Put15,900+11,800$41
     Call100-900$0
ISHARES TR (SCZ) 5,712,258 -145,253 $328,112
     SCZ5,712,258-145,253$328,112
VANGUARD BD INDEX FD INC (BND) 2,642,798 -115,261 $214,542
     BND2,642,798-115,261$214,542
JPMORGAN CHASE & CO 7,238,115 +224,082 $184,644
     AMJ7,238,115+224,082$184,644
SCHWAB STRATEGIC TR 2,591,328 +149,489 $175,200
     SCHX2,591,328+149,489$175,200
AMAZON COM INC      $169,075
     AMZN93,704-1,920$166,863
     Call10,200-33,000$2,759
     Put2,200-6,300$547
MICROSOFT CORP      $149,687
     MSFT1,252,488+24,299$147,718
     Call114,000-19,600$1,969
     Put5,500-100$0
FACEBOOK INC      $144,063
     FB861,515-24,055$143,606
     Call41,000-14,000$457
VANGUARD INDEX FDS (VB) 903,161 -2,758 $138,003
     VB903,161-2,758$138,003
ALPS ETF TR (AMLP) 13,533,642 +1,048,890 $135,742
     AMLP13,533,642+1,048,890$135,742
ENTERPRISE PRODS PARTNERS L 4,435,517 -93,852 $129,074
     EPD4,435,517-93,352$129,074
SCHWAB STRATEGIC TR 4,215,081 +238,176 $109,634
     SCHE4,215,081+238,176$109,634
WISDOMTREE TR 2,237,597 +68,456 $103,732
     DOL2,237,597+68,456$103,732
PEPSICO INC      $98,300
     PEP802,126-45,735$98,300
     Put200+200$0
ISHARES TR (IEI) 772,920 +768,557 $95,224
     IEI772,920+768,557$95,224
SELECT SECTOR SPDR TR (XLE) 1,291,838 -502,685 $85,416
     XLE1,291,838-502,685$85,416
WISDOMTREE TR 1,903,100 +122,279 $83,432
     DEM1,903,100+122,279$83,432
EXXON MOBIL CORP 1,019,608 -20,381 $82,384
     XOM1,019,608-21,381$82,384
ISHARES TR (IWB) 515,637 +426 $81,115
     IWB515,637+426$81,115
BOEING CO      $79,954
     BA210,764+383$80,390
     Put65,700+31,200$483
     Call1,300+1,300$47
SQUARE INC      $79,698
     SQ1,060,905-7,432$79,483
     Call12,000+6,600$215
VANGUARD WHITEHALL FDS INC (VYM) 874,870 +15,801 $74,941
     VYM874,870+15,801$74,941
DISNEY WALT CO      $69,273
     DIS623,894+7,579$69,271
     Call200-1,000$2
MAGELLAN MIDSTREAM PRTNRS LP 1,139,712 -39,210 $69,101
     MMP1,139,712-39,410$69,101
JOHNSON & JOHNSON      $65,842
     JNJ470,968-8,100$65,837
     Call400+300$5
LILLY ELI & CO 496,089 +1,245 $64,372
     LLY496,089+1,045$64,372
INTEL CORP      $58,792
     INTC1,094,795+6,015$58,791
     Call200-800$1
TD AMERITRADE HLDG CORP 1,169,170 +80 $58,447
     AMTD1,169,170+80$58,447
SPDR SERIES TRUST (SPAB) 2,039,530 +393,183 $58,208
     SPAB2,039,530+393,183$58,208
VANGUARD INDEX FDS (VTI) 382,846 +11,047 $55,402
     VTI382,846+11,047$55,402
ALPHABET INC      $55,195
     GOOGL46,590+928$54,832
     Call4,200-8,300$371
     Put4,000+3,000$8
ISHARES TR (IWF) 354,907 +3,670 $53,719
     IWF354,907+3,670$53,719

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 03/31/2019: $27,753,508
At 12/31/2018: $24,394,966

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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