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 (2017Q1)
Original 13F HR (0001580642-17-002214) filed in 2017.04.07
#
Name
Shares
Value ($)
%
Options
Notes
201 SPDR SER TR 94,708 8,348 0.05%
202 VANGUARD SCOTTSDALE FDS 129,551 8,332 0.05%
203 SPDR GOLD TR 69,804 8,287 0.05%
204 EMERSON ELEC CO 137,297 8,219 0.04%
205 CATERPILLAR INC 87,974 8,160 0.04%
206 JETBLUE AIRWAYS CORP 393,028 8,100 0.04%
207 SIRIUS XM HOLDINGS INC 1,562,843 8,049 0.04%
208 MONDELEZ INTL INC 186,209 8,022 0.04%
209 BP PLC 230,167 7,945 0.04%
210 KINDER MORGAN INC DEL 359,012 7,805 0.04%
211 ISHARES TR 56,499 7,767 0.04%
212 DOMINION ENERGY INC 98,736 7,659 0.04%
213 ALIBABA GROUP HLDG LTD 71,030 7,659 0.04%
214 HONEYWELL INTL INC 61,152 7,636 0.04%
215 POWERSHARES DB CMDTY IDX TRA 499,665 7,600 0.04%
216 TESLA INC 26,928 7,494 0.04%
217 COLGATE PALMOLIVE CO 101,951 7,462 0.04%
218 UNITEDHEALTH GROUP INC 44,848 7,355 0.04%
219 VANGUARD TAX-MANAGED FDS 184,586 7,254 0.04%
220 REGENERON PHARMACEUTICALS 18,615 7,213 0.04%
221 CVS HEALTH CORP 90,927 7,138 0.04%
222 KRAFT HEINZ CO 78,609 7,138 0.04%
223 DOW CHEM CO 111,243 7,068 0.04%
224 ROYAL BK CDA MONTREAL QUE 96,865 7,062 0.04%
225 GOLDMAN SACHS GROUP INC 30,742 7,062 0.04%
226 TEXAS INSTRS INC 86,786 6,991 0.04%
227 PHILLIPS 66 85,875 6,803 0.04%
228 AFLAC INC 93,114 6,743 0.04%
229 INTUITIVE SURGICAL INC 8,742 6,700 0.04%
230 FIRST TR EXCHANGE TRADED FD 272,739 6,674 0.04%
231 CSX CORP 141,882 6,605 0.04%
232 POWERSHARES ETF TRUST 438,062 6,588 0.04%
233 HORMEL FOODS CORP 185,109 6,410 0.04%
234 DU PONT E I DE NEMOURS & CO 79,294 6,370 0.03%
235 HCI GROUP INC 138,000 6,290 0.03%
236 ISHARES TR 225,390 6,189 0.03%
237 SCHLUMBERGER LTD 78,839 6,157 0.03%
238 SPDR DOW JONES INDL AVRG ETF 29,312 6,048 0.03%
239 ISHARES TR 52,406 6,024 0.03%
240 VANGUARD INDEX FDS 43,088 6,000 0.03%
241 CONSOLIDATED EDISON INC 76,314 5,927 0.03%
242 SCHWAB U.S. REIT ETF 145,106 5,917 0.03%
243 MASTERCARD INCORPORATED 51,886 5,836 0.03%
244 ISHARES GOLD TRUST 481,199 5,779 0.03%
245 SYSCO CORP 110,700 5,748 0.03%
246 ISHARES 7-10 YEAR TREASURY BOND ETF 52,992 5,595 0.03%
247 BB&T CORP 124,972 5,586 0.03%
248 REALTY INCOME CORP 93,725 5,579 0.03%
249 SPDR SER TR 101,529 5,544 0.03%
250 SELECT SECTOR SPDR TR 102,934 5,487 0.03%
Page 5 of 104