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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Creative Planning INSTITUTION : Creative Planning
Creative Planning Portfolio (reported on 2020-05-05)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 2,542,138,000 9,837,996 9.01%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,338,961,000 70,154,795 8.29%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 2,066,177,000 23,724,613 7.32%
ISHARES TR    (CORE US AGGBD ET) AGG 2,055,384,000 17,815,585 7.28%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,518,820,000 37,529,536 5.38%
VANGUARD INDEX FDS    (MID CAP ETF) VO 979,003,000 7,436,403 3.47%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 964,735,000 7,483,788 3.42%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 729,405,000 6,158,957 2.58%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 716,295,000 10,254,767 2.54%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 639,929,000 26,730,555 2.26%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 611,665,000 3,345,539 2.16%
APPLE INC    (COM) AAPL 526,102,000 2,068,905 1.86%
ISHARES TR    (3 7 YR TREAS BD) IEI 523,144,000 3,923,382 1.85%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 490,990,000 14,996,629 1.74%
SPDR SER TR    (PORTFOLIO S&P400) EMM 487,753,000 19,255,933 1.72%
ISHARES TR    (NATIONAL MUN ETF) MUB 440,412,000 3,897,103 1.56%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 407,681,000 12,151,458 1.44%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 329,168,000 12,738,682 1.16%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 317,377,000 3,718,531 1.12%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 316,779,000 15,310,718 1.12%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 312,581,000 1,212,729 1.10%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 305,325,000 10,728,209 1.08%
ISHARES TR    (CORE MSCI INTL) 287,512,000 6,488,646 1.01%
WISDOMTREE TR    (EMG MKTS SMCAP) DGS 270,899,000 8,201,609 0.96%
SPDR SER TR    (PORTFOLIO S&P500) ELR 266,683,000 8,815,965 0.94%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 229,748,000 5,449,424 0.81%
MICROSOFT CORP    (COM) MSFT 214,806,000 1,362,029 0.76%
ISHARES TR    (EAFE SML CP ETF) SCZ 212,520,000 4,740,566 0.75%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 212,436,000 3,468,345 0.75%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 208,606,000 3,943,394 0.73%
ALPS ETF TR    (ALERIAN MLP) AMLP 201,649,000 58,619,022 0.71%
AMAZON COM INC    (COM) AMZN 191,539,000 98,239 0.67%
ISHARES TR    (CORE S&P MCP ETF) IJH 160,174,000 1,113,405 0.56%
ISHARES TR    (MSCI EAFE ETF) EFA 159,506,000 2,983,654 0.56%
ISHARES TR    (CORE MSCI EAFE) IEFA 143,296,000 2,872,240 0.50%
FACEBOOK INC    (CL A) FB 139,792,000 838,084 0.49%
SPDR INDEX SHS FDS    (S&P EMKTSC ETF) EWX 133,117,000 4,020,458 0.47%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 132,757,000 1,150,010 0.47%
WISDOMTREE TR    (INTL LRGCAP DV) DOL 102,804,000 2,783,747 0.36%
PEPSICO INC    (COM) PEP 96,929,000 807,071 0.34%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 84,502,000 1,194,375 0.29%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 81,903,000 2,539,641 0.29%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 67,976,000 2,249,376 0.24%
ISHARES TR    (RUS 1000 ETF) IWB 67,210,000 474,882 0.23%
JOHNSON & JOHNSON    (COM) JNJ 64,608,000 492,704 0.22%
INTEL CORP    (COM) INTC 63,664,000 1,176,344 0.22%
ALPHABET INC    (CAP STK CL A) GOOGL 58,869,000 50,664 0.20%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 56,554,000 208 0.20%
VISA INC    (COM CL A) V 55,630,000 345,269 0.19%
SQUARE INC    (CL A) 54,754,000 1,045,322 0.19%
ISHARES TR    (RUS 1000 GRW ETF) IWF 51,562,000 342,262 0.18%
DISNEY WALT CO    (COM DISNEY) DIS 51,344,000 531,516 0.18%
HOME DEPOT INC    (COM) HD 51,041,000 273,372 0.18%
PROCTER & GAMBLE CO    (COM) PG 50,384,000 458,035 0.17%
INVESCO QQQ TR    (UNIT SER 1) 49,117,000 257,966 0.17%
LILLY ELI & CO    (COM) LLY 47,300,000 340,976 0.16%
JPMORGAN CHASE & CO    (COM) JPM 47,293,000 525,304 0.16%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 45,501,000 2,083,372 0.16%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 43,343,000 183,020 0.15%
ALPHABET INC    (CAP STK CL C) GOOG 43,279,000 37,220 0.15%
TD AMERITRADE HLDG CORP    (COM) AMTD 41,751,000 1,204,593 0.14%
ISHARES TR    (CORE S&P SCP ETF) IJR 41,086,000 732,244 0.14%
EXXON MOBIL CORP    (COM) XOM 40,569,000 1,068,442 0.14%
NVIDIA CORP    (COM) NVDA 39,847,000 151,164 0.14%
TYLER TECHNOLOGIES INC    (COM) TYL 38,943,000 131,316 0.13%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 37,641,000 143,187 0.13%
ISHARES TR    (RUS 1000 VAL ETF) IWD 36,998,000 373,038 0.13%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 36,820,000 454,908 0.13%
MCDONALDS CORP    (COM) MCD 35,272,000 213,319 0.12%
AT&T INC    (COM) T 34,882,000 1,196,650 0.12%
UNION PAC CORP    (COM) UNP 33,673,000 238,751 0.11%
WALMART INC    (COM) WMT 33,433,000 294,256 0.11%
BK OF AMERICA CORP    (COM) BAC 31,524,000 1,484,898 0.11%
BOEING CO    (COM) BA 31,370,000 210,341 0.11%
WISDOMTREE TR    (US MIDCAP DIVID) DON 31,197,000 1,291,282 0.11%
TESLA INC    (COM) TSLA 31,107,000 59,364 0.11%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 31,064,000 378,001 0.11%
VERIZON COMMUNICATIONS INC    (COM) VZ 30,512,000 567,872 0.10%
MERCK & CO. INC    (COM) MRK 29,545,000 384,007 0.10%
GLOBAL PMTS INC    (COM) GPN 28,661,000 198,719 0.10%
ABBOTT LABS    (COM) ABT 28,586,000 362,266 0.10%
CISCO SYS INC    (COM) CSCO 28,464,000 724,086 0.10%
COSTCO WHSL CORP NEW    (COM) COST 27,873,000 97,757 0.09%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 27,840,000 269,271 0.09%
PFIZER INC    (COM) PFE 27,375,000 838,699 0.09%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 27,343,000 1,517,389 0.09%
ABBVIE INC    (COM) ABBV 27,105,000 355,757 0.09%
NETFLIX INC    (COM) NFLX 27,078,000 72,112 0.09%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 27,074,000 333,058 0.09%
NEXTERA ENERGY INC    (COM) NEE 26,277,000 109,204 0.09%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 25,547,000 174,837 0.09%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 25,423,000 521,818 0.09%
ISHARES TR    (CORE S&P TTL STK) ISI 25,111,000 438,918 0.08%
VANGUARD INDEX FDS    (VALUE ETF) VTV 25,038,000 281,134 0.08%
ISHARES TR    (COHEN STEER REIT) ICF 24,057,000 262,687 0.08%
SPDR SER TR    (S&P DIVID ETF) SDY 24,012,000 300,670 0.08%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 23,953,000 441,369 0.08%
ISHARES TR    (MSCI EMG MKT ETF) EEM 23,589,000 691,164 0.08%
CHEVRON CORP NEW    (COM) CVX 23,421,000 323,221 0.08%
COCA COLA CO    (COM) KO 22,859,000 516,595 0.08%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 22,591,000 925,867 0.08%
UNITEDHEALTH GROUP INC    (COM) UNH 22,535,000 90,365 0.07%
MONOLITHIC PWR SYS INC    (COM) MPWR 22,195,000 132,537 0.07%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 21,467,000 1,501,205 0.07%
ISHARES TR    (RUS MD CP GR ETF) IWP 21,124,000 173,734 0.07%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 20,972,000 189,053 0.07%
AMGEN INC    (COM) AMGN 20,897,000 103,078 0.07%
ISHARES TR    (S&P 500 GRWT ETF) IVW 20,830,000 126,204 0.07%
ISHARES TR    (SELECT DIVID ETF) DVY 20,785,000 282,635 0.07%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 20,390,000 497,073 0.07%
ORACLE CORP    (COM) ORCL 20,225,000 418,473 0.07%
CERNER CORP    (COM) CERN 20,035,000 318,060 0.07%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 18,990,000 314,244 0.06%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 18,688,000 119,267 0.06%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 18,539,000 359,847 0.06%
MASTERCARD INC    (CL A) MA 18,416,000 76,238 0.06%
ISHARES TR    (RUSSELL 2000 ETF) IWM 17,826,000 155,743 0.06%
STARBUCKS CORP    (COM) SBUX 17,441,000 265,295 0.06%
PHILIP MORRIS INTL INC    (COM) PM 17,150,000 235,058 0.06%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 16,983,000 304,688 0.06%
ALTRIA GROUP INC    (COM) MO 16,769,000 433,638 0.05%
DOVER CORP    (COM) DOV 16,768,000 199,756 0.05%
DUKE ENERGY CORP NEW    (COM NEW) DUK 16,060,000 198,569 0.05%
ALTICE USA INC    (CL A) 15,734,000 705,877 0.05%
CATERPILLAR INC DEL    (COM) CAT 15,334,000 132,146 0.05%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 15,324,000 78,796 0.05%
UNITED PARCEL SERVICE INC    (CL B) UPS 15,289,000 163,660 0.05%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 15,135,000 414,758 0.05%
3M CO    (COM) MMM 15,122,000 110,778 0.05%
SPDR SER TR    (DJ REIT ETF) RWR 14,998,000 207,725 0.05%
LOWES COS INC    (COM) LOW 14,780,000 171,757 0.05%
LOCKHEED MARTIN CORP    (COM) LMT 14,577,000 43,005 0.05%
SALESFORCE COM INC    (COM) CRM 14,383,000 99,894 0.05%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 14,159,000 621,819 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 13,869,000 65,449 0.04%
QUALCOMM INC    (COM) QCOM 13,778,000 203,666 0.04%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 13,769,000 155,055 0.04%
VANGUARD WORLD FD    (ESG US STK ETF) 13,405,000 292,750 0.04%
WELLS FARGO CO NEW    (COM) WFC 13,355,000 465,345 0.04%
ISHARES TR    (CORE HIGH DV ETF) HDV 13,324,000 186,225 0.04%
ADOBE INC    (COM) ADBE 13,301,000 41,796 0.04%
OKTA INC    (CL A) 12,537,000 102,541 0.04%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 12,287,000 96,684 0.04%
RELIANCE STEEL & ALUMINUM CO    (COM) RS 12,159,000 138,818 0.04%
HONEYWELL INTL INC    (COM) HON 12,132,000 90,679 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 12,061,000 279,394 0.04%
YUM BRANDS INC    (COM) YUM 12,011,000 175,271 0.04%
JPMORGAN CHASE & CO    (ALERIAN ML ETN) AMJ 11,914,000 1,319,357 0.04%
COMCAST CORP NEW    (CL A) CMCSA 11,849,000 344,643 0.04%
TEXAS INSTRS INC    (COM) TXN 11,771,000 117,787 0.04%
VANGUARD WORLD FD    (ESG INTL STK ETF) 11,714,000 284,660 0.04%
US BANCORP DEL    (COM NEW) USB 11,600,000 336,724 0.04%
LOOP INDS INC    (COM) 11,497,000 1,577,118 0.04%
HELEN OF TROY CORP LTD    (COM) HELE 11,351,000 78,810 0.04%
GILEAD SCIENCES INC    (COM) GILD 11,309,000 151,265 0.04%
SOUTHERN CO    (COM) SO 11,300,000 208,722 0.04%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,174,000 75,476 0.03%
NIKE INC    (CL B) NKE 11,101,000 134,170 0.03%
ILLINOIS TOOL WKS INC    (COM) ITW 11,070,000 77,892 0.03%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 10,919,000 135,859 0.03%
HAMILTON LANE INC    (CL A) 10,791,000 195,098 0.03%
CROWDSTRIKE HLDGS INC    (CL A) 10,765,000 193,329 0.03%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 10,619,000 2,308,393 0.03%
FIDELITY COVINGTON TR    (MSCI RL EST ETF) 10,515,000 505,534 0.03%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 10,462,000 105,697 0.03%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 10,367,000 63,501 0.03%
FISERV INC    (COM) FISV 10,319,000 108,632 0.03%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 10,303,000 122,626 0.03%
ISHARES INC    (ESG MSCI EM ETF) 10,051,000 367,214 0.03%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 10,020,000 110,179 0.03%
BROADCOM INC    (COM) 10,020,000 42,262 0.03%
ISHARES TR    (PFD AND INCM SEC) PFF 9,970,000 313,118 0.03%
MEDTRONIC PLC    (SHS) MDT 9,942,000 110,248 0.03%
AMERICAN TOWER CORP NEW    (COM) AMT 9,900,000 45,463 0.03%
MONDELEZ INTL INC    (CL A) MDLZ 9,854,000 196,756 0.03%
GENERAL ELECTRIC CO    (COM) GE 9,523,000 1,199,321 0.03%
ISHARES TR    (NEW YORK MUN ETF) NYF 9,440,000 167,063 0.03%
UNITED TECHNOLOGIES CORP    (COM) UTX 9,203,000 97,562 0.03%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 9,041,000 114,297 0.03%
CSX CORP    (COM) CSX 8,689,000 151,643 0.03%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 8,560,000 67,569 0.03%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 8,411,000 61,535 0.02%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 8,376,000 29,533 0.02%
ISHARES TR    (SP SMCP600VL ETF) IJS 8,359,000 83,638 0.02%
BIOGEN INC    (COM) BIIB 8,311,000 26,270 0.02%
DOMINION ENERGY INC    (COM) D 8,285,000 114,769 0.02%
HORMEL FOODS CORP    (COM) HRL 8,161,000 174,968 0.02%
PAYPAL HLDGS INC    (COM) PYPL 8,154,000 85,165 0.02%
SHOPIFY INC    (CL A) 8,153,000 19,556 0.02%
ISHARES TR    (S&P 500 VAL ETF) IVE 8,152,000 84,700 0.02%
INVESCO DB COMMDY INDX TRCK    (UNIT) 8,083,000 718,494 0.02%
ISHARES TR    (MSCI KLD400 SOC) DSI 8,045,000 82,608 0.02%
ISHARES TR    (FLTG RATE NT ETF) FLOT 8,029,000 164,735 0.02%
ISHARES TR    (U.S. TECH ETF) IYW 8,003,000 39,154 0.02%
ISHARES TR    (IBOXX INV CP ETF) LQD 7,978,000 64,590 0.02%
WASTE MGMT INC DEL    (COM) WMI 7,793,000 84,196 0.02%
CITIGROUP INC    (COM NEW) C 7,678,000 182,291 0.02%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 7,636,000 34,832 0.02%
ISHARES TR    (RUS 2000 GRW ETF) IWO 7,598,000 48,035 0.02%
SIRIUS XM HLDGS INC    (COM) SIRI 7,533,000 1,524,985 0.02%
1 2 3 4 5 6 7 8 9 10 11 Next >Full Portfolio View
Total Value As 2020-03-31: 28,197,687,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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