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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 (2016Q4)
Portfolio Summary: 4,877 holdings with a total value of $16,418,229,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 CHESAPEAKE ENERGY CORP 750,746 5,271,000 0.03%
202 COMMUNITY BK SYS INC COM 83,706 5,172,000 0.03%
203 EXPRESS SCRIPTS HLDG CO 74,857 5,149,000 0.03%
204 GOLDMAN SACHS GROUP INC 20,979 5,023,000 0.03%
205 ISHARES TR 18,773 4,982,000 0.03%
206 MAINSOURCE FINANCIAL GP INC 142,500 4,902,000 0.03%
207 TRAVELERS COMPANIES INC 40,027 4,900,000 0.03%
208 ACCENTURE PLC IRELAND 41,634 4,877,000 0.03%
209 BB&T CORP 103,537 4,868,000 0.03%
210 MASTERCARD INCORPORATED 46,698 4,822,000 0.03%
211 ALLERGAN PLC 22,766 4,781,000 0.03%
212 AMERICAN EXPRESS CO 64,508 4,779,000 0.03%
213 NOVARTIS A G 65,199 4,749,000 0.03%
214 ISHARES TR 41,507 4,697,000 0.03%
215 BAIDU INC 28,390 4,668,000 0.03%
216 CANADIAN PAC RY LTD 32,079 4,580,000 0.03%
217 SPDR DOW JONES INDL AVRG ETF 22,755 4,494,000 0.03%
218 BLACKSTONE GROUP L P 165,506 4,474,000 0.03%
219 SELECT SECTOR SPDR TR 92,292 4,463,000 0.03%
220 OCCIDENTAL PETE CORP DEL 62,556 4,456,000 0.03%
221 NIKE INC 87,472 4,446,000 0.03%
222 RYDEX ETF TRUST 50,912 4,411,000 0.03%
223 WILLIS TOWERS WATSON PUB LTD 35,852 4,384,000 0.03%
224 HALLIBURTON CO 81,027 4,383,000 0.03%
225 SPDR SER TR 95,699 4,368,000 0.03%
226 ARCELORMITTAL SA LUXEMBOURG 598,039 4,366,000 0.03%
227 YUM CHINA HLDGS INC 167,142 4,366,000 0.03%
228 FLEETCOR TECHNOLOGIES INC 30,821 4,362,000 0.03%
229 AUTOMATIC DATA PROCESSING IN 42,195 4,337,000 0.03%
230 UNITED BANKSHARES INC WEST VA COM 93,706 4,334,000 0.03%
231 CONAGRA BRANDS INC 109,091 4,315,000 0.03%
232 GLAXOSMITHKLINE PLC 111,119 4,279,000 0.03%
233 KIMBERLY CLARK CORP 36,797 4,199,000 0.03%
234 SKYWORKS SOLUTIONS INC 56,124 4,190,000 0.03%
235 EDWARDS LIFESCIENCES CORP 44,658 4,184,000 0.03%
236 ROCKWELL AUTOMATION INC 30,654 4,120,000 0.03%
237 BECTON DICKINSON & CO 24,884 4,120,000 0.03%
238 TORONTO DOMINION BK ONT 82,517 4,071,000 0.02%
239 ARCHER DANIELS MIDLAND CO 88,902 4,058,000 0.02%
240 LEVEL 3 COMM 71,769 4,045,000 0.02%
241 TIME WARNER INC 41,887 4,043,000 0.02%
242 ANADARKO PETE CORP 57,434 4,005,000 0.02%
243 INVESTORS BANCORP INC NEW 286,968 4,003,000 0.02%
244 CORNING INC 163,279 3,963,000 0.02%
245 NABORS INDUSTRIES LTD 240,941 3,951,000 0.02%
246 SCHWAB US AGGREGATE BOND ETF 76,152 3,922,000 0.02%
247 ILLUMINA INC 30,629 3,922,000 0.02%
248 SPDR SERIES TRUST 150,839 3,919,000 0.02%
249 DEERE & CO 37,895 3,905,000 0.02%
250 GENERAL MLS INC 63,159 3,901,000 0.02%
Page 5 of 98

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-000125, filed 2017.01.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.