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 (2016Q4)
Original 13F HR (0001580642-17-000125) filed in 2017.01.09
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 488,152 60,755 0.37%
102 BERKSHIRE HATHAWAY INC DEL 242 59,077 0.36%
103 MICROSOFT CORP 902,060 56,054 0.34%
104 TD AMERITRADE HLDG CORP 1,129,493 49,246 0.30%
105 AMAZON COM INC 64,245 48,175 0.29%
106 VANGUARD WHITEHALL FDS 624,378 47,309 0.29%
107 AT&T INC 1,020,097 43,385 0.26%
108 GENERAL ELECTRIC CO 1,346,944 42,563 0.26%
109 ONEOK PARTNERS LP 974,196 41,900 0.26%
110 LILLY ELI & CO 565,407 41,586 0.25%
111 JOHNSON & JOHNSON 353,901 40,773 0.25%
112 ISHARES TR 393,189 39,177 0.24%
113 SPDR S&P MIDCAP 400 ETF TR 126,663 38,218 0.23%
114 WISDOMTREE TR 879,016 37,639 0.23%
115 INTEL CORP 1,018,915 36,956 0.23%
116 POWERSHARES ETF TR II 2,571,662 36,595 0.22%
117 JPMORGAN CHASE & CO 386,326 33,336 0.20%
118 ALTRIA GROUP INC 482,950 32,657 0.20%
119 BANK AMER CORP 1,373,269 30,349 0.18%
120 HOME DEPOT INC 225,688 30,260 0.18%
121 WISDOMTREE TR 316,356 29,858 0.18%
122 WISDOMTREE TR 774,897 28,935 0.18%
123 VANGUARD INDEX FDS 247,283 28,517 0.17%
124 ISHARES TR 267,940 28,107 0.17%
125 ISHARES TR 250,332 28,045 0.17%
126 BOEING CO 177,247 27,594 0.17%
127 PHILIP MORRIS INTL INC 299,654 27,415 0.17%
128 WELLS FARGO CO NEW 490,264 27,018 0.16%
129 CHEVRON CORP NEW 229,540 27,017 0.16%
130 HERITAGE INS HLDGS INC COM 1,681,820 26,354 0.16%
131 PFIZER INC 806,588 26,198 0.16%
132 VANGUARD SPECIALIZED PORTFOL 303,488 25,851 0.16%
133 PROCTER AND GAMBLE CO 307,157 25,826 0.16%
134 SPDR DOW JONES REIT ETF 272,428 25,431 0.15%
135 ISHARES TR 183,567 25,244 0.15%
136 VANGUARD INTL EQUITY INDEX F 551,388 24,360 0.15%
137 POWERSHARES QQQ TRUST 203,862 24,154 0.15%
138 VERIZON COMMUNICATIONS INC 450,235 24,034 0.15%
139 GILEAD SCIENCES INC 329,315 23,582 0.14%
140 INTERNATIONAL BUSINESS MACHS 138,228 22,944 0.14%
141 ALPHABET INC 28,348 22,464 0.14%
142 ALPHABET INC 28,475 21,978 0.13%
143 MCDONALDS CORP 176,399 21,471 0.13%
144 UNION PAC CORP 206,711 21,432 0.13%
145 VANGUARD BD INDEX FDS 264,573 21,020 0.13%
146 WISDOMTREE TR 252,746 20,907 0.13%
147 SUMMIT MATLS INC CL A 835,544 19,878 0.12%
148 MERCK & CO INC 336,815 19,828 0.12%
149 SAEXPLORATION HLDGS INC 3,132,231 19,702 0.12%
150 UNITED PARCEL SERVICE INC 171,620 19,675 0.12%
Page 3 of 106