Dark
Light
System
Institutional Investment Manager
Creative Planning
Creative Planning (CIK: 0001540235), located at 5454 W.110th Street, Overland Park, KS. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0000910472-14-001635) filed in 2014.04.11
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 5,333,383 458,778 6.90%
2 VANGUARD TAX-MANAGED FDS 10,920,131 450,674 6.78%
3 VANGUARD INDEX FDS 3,880,355 440,731 6.63%
4 VANGUARD INTL EQUITY INDEX F 9,790,947 397,317 5.98%
5 VANGUARD SCOTTSDALE FDS 4,300,745 365,477 5.50%
6 VANGUARD CHARLOTTE FDS 6,917,769 350,108 5.27%
7 ISHARES TR 1,403,107 263,981 3.97%
8 VANGUARD INDEX FDS 3,036,958 214,470 3.23%
9 VANGUARD WORLD FD 1,584,650 203,485 3.06%
10 ISHARES TR 4,421,886 181,342 2.73%
11 VANGUARD INDEX FDS 1,352,940 152,815 2.30%
12 ISHARES TR 2,145,441 144,174 2.17%
13 BERKSHIRE HATHAWAY INC DEL 1,144,843 143,071 2.15%
14 ISHARES TR 3,195,352 124,715 1.88%
15 WISDOMTREE TR 2,260,376 103,683 1.56%
16 SPDR SERIES TRUST 2,026,041 83,716 1.26%
17 VANGUARD INTL EQUITY INDEX F 1,439,471 72,420 1.09%
18 APPLE INC 131,608 70,639 1.06%
19 ENTERPRISE PRODS PARTNERS L 1,001,448 69,460 1.05%
20 MAGELLAN MIDSTREAM PRTNRS LP 821,080 57,262 0.86%
21 Kinder Morgan Inc. 732,346 54,157 0.81%
22 ISHARES TR 390,518 53,685 0.81%
23 ISHARES MSCI EAFE SMALL CAP IDX FD 988,959 51,624 0.78%
24 ENERGY TRANSFER PRTNRS L P 931,197 50,089 0.75%
25 EXXON MOBIL CORP 484,284 47,305 0.71%
26 SPDR S&P 500 ETF TR 246,807 46,155 0.69%
27 ISHARES TR 413,192 44,236 0.67%
28 SELECT SECTOR SPDR TR 473,184 42,142 0.63%
29 DISNEY WALT CO 489,751 39,214 0.59%
30 ONEOK PARTNERS LP 643,736 34,472 0.52%
31 ISHARES RUSSELL 1000 ETF 324,839 34,033 0.51%
32 SPDR S&P MIDCAP 400 ETF TR 124,540 31,206 0.47%
33 VANGUARD WHITEHALL FDS 361,897 22,843 0.34%
34 ISHARES COHEN & STEERS REIT ETF 267,658 22,012 0.33%
35 ISHARES MSCI ACWI EX US IDX FD 459,109 21,381 0.32%
36 NGL ENERGY PARTNERS LP 544,094 20,420 0.31%
37 AT&T INC 559,434 19,619 0.30%
38 VANGUARD BD INDEX FDS 243,506 19,502 0.29%
39 BERKSHIRE HATHAWAY INC DEL 101 18,922 0.28%
40 ISHARES TR 163,705 18,031 0.27%
41 US BANCORP DEL 418,366 17,931 0.27%
42 MICROSOFT CORP 428,664 17,571 0.26%
43 WISDOMTREE TR 335,097 17,402 0.26%
44 GENERAL ELECTRIC CO 664,085 17,193 0.26%
45 WISDOMTREE TR 341,696 16,767 0.25%
46 JOHNSON & JOHNSON 169,913 16,691 0.25%
47 INTERNATIONAL BUSINESS MACHS 86,263 16,605 0.25%
48 DOVER CORP 195,510 15,983 0.24%
49 POWERSHARES ETF TR II 1,118,951 15,956 0.24%
50 WISDOMTREE TR 205,896 15,866 0.24%
Page 1 of 77