Holdings Channel
Size ($ in 1000's)
At 06/30/2019: $29,723,279
At 03/31/2019: $27,753,508

Creative Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Creative Planning 13F filings. Link to 13F filings: SEC filings

Creative Planning Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 67,852,042 +526,721 $2,830,108
     VEA67,852,042+526,721$2,830,108
VANGUARD SCOTTSDALE FDS (VCIT) 27,617,708 +819,479 $2,481,451
     VCIT27,617,708+819,479$2,481,451
ISHARES TR (AGG) 21,960,573 +2,711,984 $2,445,310
     AGG21,960,573+2,711,984$2,445,310
ISHARES TR (IVV) 7,664,671 +121,104 $2,259,162
     IVV7,664,671+121,104$2,259,162
ISHARES INC (IEMG) 38,031,420 +1,487,527 $1,956,336
     IEMG38,031,420+1,487,527$1,956,336
VANGUARD INDEX FDS (VO) 8,304,794 -700,064 $1,388,229
     VO8,304,794-700,064$1,388,229
BERKSHIRE HATHAWAY INC DEL      $840,584
     BRK.B3,618,122+98,073$771,275
     BRK.A216+6$68,738
     Call160,000+10,000$571
VANGUARD INDEX FDS (VNQ) 8,696,165 +899,117 $760,044
     VNQ8,696,165+899,117$760,044
VANGUARD INTL EQUITY INDEX F (VWO) 17,121,455 +482,312 $728,175
     VWO17,121,455+482,312$728,175
SCHWAB STRATEGIC TR 14,653,535 -731,803 $651,203
     SCHH14,653,535-731,803$651,203
SCHWAB STRATEGIC TR 19,496,199 +437,144 $625,633
     SCHF19,496,199+437,144$625,633
VANGUARD INDEX FDS (VV) 4,481,436 -67,985 $603,739
     VV4,481,436-67,985$603,739
SPDR SERIES TRUST (SPMD) 14,679,864 +2,093,178 $500,143
     SPMD14,679,864+2,093,178$500,143
ISHARES TR (MUB) 4,207,720 -85,617 $475,851
     MUB4,207,720-85,617$475,851
APPLE INC      $445,684
     AAPL2,230,835-20,354$441,527
     Call243,300-8,200$4,164
     Put2,400-24,900$7
ISHARES TR (EFA) 6,767,460 +127,070 $444,825
     EFA6,767,460+127,070$444,825
ISHARES TR (IEFA) 7,217,570 +152,621 $443,159
     IEFA7,217,570+152,621$443,159
ISHARES TR (IJH) 2,085,225 -51,163 $405,076
     IJH2,085,225-51,163$405,076
SPDR S&P 500 ETF TR (SPY)      $394,848
     SPY1,347,660-12,533$394,864
     Put6,000-9,900$16
ISHARES TR (IEI) 2,877,571 +2,104,651 $361,883
     IEI2,877,571+2,104,651$361,883
ISHARES TR (SCZ) 5,625,014 -87,244 $322,876
     SCZ5,625,014-87,244$322,876
VANGUARD BD INDEX FD INC (BND) 2,582,657 -60,141 $214,541
     BND2,582,657-60,141$214,541
AMAZON COM INC      $188,384
     AMZN98,441+4,737$186,411
     Call8,900-1,300$2,337
     Put2,000-200$364
SCHWAB STRATEGIC TR 2,632,554 +41,226 $184,779
     SCHX2,632,554+41,226$184,779
JPMORGAN CHASE & CO 7,218,210 -19,905 $181,249
     AMJ7,218,210-19,905$181,249
MICROSOFT CORP      $181,000
     MSFT1,323,887+71,399$177,348
     Call149,400+35,400$3,657
     Put5,500UNCH$5
FACEBOOK INC      $163,812
     FB842,538-18,977$162,610
     Call49,300+8,300$1,206
     Put1,200+1,200$4
ALPS ETF TR (AMLP) 15,301,842 +1,768,200 $150,723
     AMLP15,301,842+1,768,200$150,723
VANGUARD INDEX FDS (VB) 942,628 +39,467 $147,672
     VB942,628+39,467$147,672
SCHWAB STRATEGIC TR 5,433,574 +1,218,493 $142,577
     SCHE5,433,574+1,218,493$142,577
ENTERPRISE PRODS PARTNERS L      $123,040
     EPD4,261,848-173,669$123,040
     Put600+600$0
WISDOMTREE TR 2,230,048 -7,549 $105,057
     DOL2,230,048-7,549$105,057
PEPSICO INC 797,689 -4,237 $104,601
     PEP797,689-4,437$104,601
WISDOMTREE TR 1,964,707 +61,607 $87,743
     DEM1,964,707+61,607$87,743
VANGUARD INDEX FDS (VTI) 551,808 +168,962 $82,821
     VTI551,808+168,962$82,821
SPDR SERIES TRUST (SPAB) 2,760,198 +720,668 $80,515
     SPAB2,760,198+720,668$80,515
ISHARES TR (IWB) 489,161 -26,476 $79,631
     IWB489,161-26,476$79,631
BOEING CO      $78,538
     BA215,668+4,904$78,505
     Call1,500+200$36
     Put300-65,400$3
EXXON MOBIL CORP 1,021,734 +2,126 $78,295
     XOM1,021,734+2,126$78,295
SQUARE INC      $77,016
     SQ1,061,062+157$76,959
     Call5,500-6,500$57
     Put200+200$0
VANGUARD WHITEHALL FDS INC (VYM) 860,201 -14,669 $75,164
     VYM860,201-14,669$75,164
DISNEY WALT CO      $71,622
     DIS512,720-111,174$71,596
     Call1,300+1,100$26
JOHNSON & JOHNSON      $69,932
     JNJ502,634+31,666$70,007
     Put27,300+27,300$75
MAGELLAN MIDSTREAM PRTNRS LP 1,087,920 -51,792 $69,627
     MMP1,087,920-51,792$69,627
WISDOMTREE TR 1,470,095 +1,460,302 $69,168
     DGS1,470,095+1,460,302$69,168
JPMORGAN CHASE & CO      $62,000
     JPM554,664+43,209$62,011
     Put2,000UNCH$11
VISA INC      $61,256
     V352,743+23,703$61,219
     Call500-1,100$37
TD AMERITRADE HLDG CORP 1,176,141 +6,971 $58,713
     AMTD1,176,141+6,971$58,713
HOME DEPOT INC      $57,254
     HD275,277+12,655$57,249
     Call300-200$6
     Put800+800$1
ISHARES TR (IJR) 721,859 +280,450 $56,507
     IJR721,859+280,450$56,507

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See Details: Top 10 Stocks Held By Creative Planning

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