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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 (2017Q1)
Original 13F HR (0001580642-17-002214) filed in 2017.04.07
#
Name
Shares
Value ($)
%
Options
Notes
101 WISDOMTREE TR 337,060 32,873 0.18%
102 PHILIP MORRIS INTL INC 286,373 32,332 0.18%
103 BOEING CO 176,058 31,138 0.17%
104 ISHARES TR 268,717 30,580 0.17%
105 VANGUARD INDEX FDS 248,650 30,166 0.16%
106 ALPHABET INC 35,065 29,728 0.16%
107 WELLS FARGO CO NEW 520,193 28,954 0.16%
108 ISHARES TR 251,590 28,918 0.16%
109 PROCTER AND GAMBLE CO 320,248 28,774 0.16%
110 POWERSHARES QQQ TRUST 207,538 27,474 0.15%
111 CHEVRON CORP NEW 245,354 26,344 0.14%
112 UNION PAC CORP 248,250 26,295 0.14%
113 VANGUARD SPECIALIZED PORTFOL 291,077 26,179 0.14%
114 PFIZER INC 755,903 25,859 0.14%
115 INTERNATIONAL BUSINESS MACHS 147,859 25,748 0.14%
116 VANGUARD INTL EQUITY INDEX F 537,768 25,721 0.14%
117 ISHARES TR 365,896 25,305 0.14%
118 SPDR DOW JONES REIT ETF 271,794 25,081 0.14%
119 VANGUARD BD INDEX FDS 311,526 24,835 0.14%
120 VERIZON COMMUNICATIONS INC 480,576 23,428 0.13%
121 ALPHABET INC 28,016 23,241 0.13%
122 VISA INC 257,513 22,885 0.13%
123 MCDONALDS CORP 171,518 22,230 0.12%
124 UNITED PARCEL SERVICE INC 193,802 20,795 0.11%
125 WISDOMTREE TR 257,107 20,728 0.11%
126 ISHARES TR 520,535 20,504 0.11%
127 CERNER CORP 346,110 20,369 0.11%
128 GILEAD SCIENCES INC 299,162 20,319 0.11%
129 MERCK & CO INC 318,662 20,248 0.11%
130 ISHARES TR 83,123 19,723 0.11%
131 HERITAGE INS HLDGS INC COM 1,531,542 19,558 0.11%
132 SAEXPLORATION HLDGS INC 3,132,224 18,355 0.10%
133 ISHARES TR 292,840 18,241 0.10%
134 COCA COLA CO 386,669 16,410 0.09%
135 VANGUARD INDEX FDS 158,218 16,126 0.09%
136 CISCO SYS INC 476,978 16,122 0.09%
137 ISHARES TR 154,768 16,059 0.09%
138 VANGUARD INDEX FDS 156,432 15,944 0.09%
139 BRISTOL MYERS SQUIBB CO 290,763 15,812 0.09%
140 ABBVIE INC 242,347 15,791 0.09%
141 DOVER CORP 195,539 15,712 0.09%
142 STARBUCKS CORP 261,823 15,288 0.08%
143 VANGUARD INDEX FDS 123,969 15,231 0.08%
144 ENBRIDGE ENERGY PARTNERS L P 799,016 15,181 0.08%
145 ISHARES TR 126,515 14,917 0.08%
146 WAL-MART STORES INC 206,813 14,907 0.08%
147 US BANCORP DEL 288,627 14,864 0.08%
148 VANGUARD WORLD FD 151,879 14,536 0.08%
149 LOWES COS INC 169,805 13,960 0.08%
150 ORACLE CORP 312,939 13,960 0.08%
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