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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)
Original 13F HR (0001580642-17-000125) filed in 2017.01.09
#
Name
Shares
Value ($)
%
Options
Notes
101 STARBUCKS CORP 255,856 14,205 0.09%
102 VANGUARD WORLD FD 162,216 14,131 0.09%
103 CISCO SYS INC 462,025 13,962 0.09%
104 3M CO 73,297 13,089 0.08%
105 US BANCORP DEL 243,351 12,501 0.08%
106 BIOGEN INC 43,630 12,372 0.08%
107 AMGEN INC 84,333 12,330 0.08%
108 ORACLE CORP 318,558 12,249 0.07%
109 LOWES COS INC 168,051 11,952 0.07%
110 MONOLITHIC PWR SYS INC 145,699 11,937 0.07%
111 VANGUARD INDEX FDS 57,265 11,757 0.07%
112 ISHARES TR 65,215 11,664 0.07%
113 ALPS ETF TR 917,424 11,560 0.07%
114 QUALCOMM INC 176,605 11,515 0.07%
115 CLIFFS NAT RES INC 1,349,911 11,353 0.07%
116 PIMCO ETF TR 111,589 11,307 0.07%
117 CITIGROUPINC 187,450 11,140 0.07%
118 YUM BRANDS INC 168,193 10,652 0.06%
119 VANGUARD INDEX FDS 94,823 10,571 0.06%
120 VANGUARD INDEX FDS 113,382 10,546 0.06%
121 VANGUARD LONG-TERM GOVERNMENT BOND ETF 142,861 10,527 0.06%
122 DISH NETWORK A 176,421 10,220 0.06%
123 SPDR SERIES TRUST 456,540 10,204 0.06%
124 DUKE ENERGY CORP NEW 130,496 10,129 0.06%
125 ISHARES 20 YEAR TREASURY BOND ETF 84,832 10,106 0.06%
126 ISHARES MSCI ACWI EX US IDX FD 250,189 10,075 0.06%
127 GENESIS ENERGY LP COM UNITS NPV 278,816 10,043 0.06%
128 VANGUARD MUN BD FDS 196,293 9,866 0.06%
129 NEXTERA ENERGY INC 82,155 9,814 0.06%
130 WALGREENS BOOTS ALLIANCE INC 118,579 9,814 0.06%
131 ISHARES TR 110,489 9,786 0.06%
132 TOTAL SYS SVCS INC 198,423 9,729 0.06%
133 WISDOMTREE TR 119,285 9,531 0.06%
134 LOCKHEED MARTIN CORP 37,547 9,384 0.06%
135 AK STL HLDG CORP 911,472 9,306 0.06%
136 ISHARES TR 108,242 9,291 0.06%
137 UNITED TECHNOLOGIES CORP 84,743 9,289 0.06%
138 JETBLUE AIRWAYS CORP 411,351 9,222 0.06%
139 UNITED STATES STL CORP NEW 277,227 9,151 0.06%
140 FORD MTR CO DEL 753,273 9,137 0.06%
141 SOUTHERN CO 182,037 8,954 0.05%
142 NETFLIX INC 71,881 8,899 0.05%
143 VANGUARD SCOTTSDALE FDS 138,540 8,855 0.05%
144 COSTCO WHSL CORP NEW 54,294 8,693 0.05%
145 BROADCOM LTD 48,920 8,648 0.05%
146 CONOCOPHILLIPS 172,003 8,624 0.05%
147 CATERPILLAR INC 92,669 8,594 0.05%
148 SPDR SER TR 100,065 8,562 0.05%
149 ABBOTT LABS 222,763 8,556 0.05%
150 BP PLC 226,329 8,460 0.05%
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