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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 2019-11-01)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,872,140,000 69,915,772 9.35%
ISHARES TR    (CORE US AGGBD ET) AGG 2,609,701,000 23,060,002 8.49%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 2,546,449,000 27,909,355 8.29%
ISHARES TR    (CORE S&P500 ETF) IVV 2,358,918,000 7,902,044 7.68%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,925,587,000 39,314,357 6.26%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,366,434,000 8,152,947 4.44%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 874,990,000 9,383,259 2.84%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 771,884,000 3,869,267 2.51%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 759,181,000 18,856,943 2.47%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 697,834,000 21,970,794 2.27%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 667,118,000 14,142,855 2.17%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 634,841,000 4,656,647 2.06%
SPDR SERIES TRUST    (PORTFOLIO MD ETF) EMM 564,086,000 16,644,609 1.83%
ISHARES TR    (NATIONAL MUN ETF) MUB 506,559,000 4,439,603 1.64%
APPLE INC    (COM) AAPL 491,598,000 2,410,577 1.60%
ISHARES TR    (CORE MSCI EAFE) IEFA 465,409,000 7,627,148 1.51%
ISHARES TR    (MSCI EAFE ETF) EFA 430,503,000 6,606,078 1.40%
ISHARES TR    (3 7 YR TREAS BD) IEI 419,120,000 3,305,360 1.36%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 396,965,000 1,349,030 1.29%
ISHARES TR    (CORE S&P MCP ETF) IJH 396,868,000 2,053,865 1.29%
ISHARES TR    (EAFE SML CP ETF) SCZ 321,536,000 5,618,312 1.04%
ALPS ETF TR    (ALERIAN MLP) AMLP 248,188,000 27,154,066 0.80%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 209,315,000 2,479,160 0.68%
MICROSOFT CORP    (COM) MSFT 188,843,000 1,484,928 0.61%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 185,958,000 2,621,705 0.60%
WISDOMTREE TR    (EMG MKTS SMCAP) DGS 183,741,000 4,147,648 0.59%
AMAZON COM INC    (COM) AMZN 171,342,000 110,998 0.55%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 152,768,000 6,131,539 0.49%
FACEBOOK INC    (CL A) FB 152,139,000 906,275 0.49%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 148,006,000 961,764 0.48%
PEPSICO INC    (COM) PEP 112,689,000 823,438 0.36%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 112,459,000 3,934,901 0.36%
WISDOMTREE TR    (INTL LRGCAP DV) DOL 106,446,000 2,316,550 0.34%
SPDR INDEX SHS FDS    (S&P EMKTSC ETF) EWX 98,299,000 2,262,875 0.32%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 91,253,000 3,078,704 0.29%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 87,751,000 2,124,202 0.28%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 83,585,000 553,542 0.27%
BOEING CO    (COM) BA 79,588,000 212,939 0.25%
JPMORGAN CHASE & CO    (ALERIAN ML ETN) AMJ 78,649,000 3,379,851 0.25%
ISHARES TR    (RUS 1000 ETF) IWB 78,449,000 476,781 0.25%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 76,322,000 860,159 0.24%
EXXON MOBIL CORP    (COM) XOM 70,592,000 1,000,243 0.22%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 70,175,000 1,058,919 0.22%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 66,395,000 213 0.21%
SQUARE INC    (CL A) 66,196,000 1,069,953 0.21%
DISNEY WALT CO    (COM DISNEY) DIS 66,099,000 509,674 0.21%
JOHNSON & JOHNSON    (COM) JNJ 65,328,000 531,692 0.21%
JPMORGAN CHASE & CO    (COM) JPM 64,084,000 546,454 0.20%
HOME DEPOT INC    (COM) HD 63,432,000 275,385 0.20%
ALPHABET INC    (CAP STK CL A) GOOGL 60,354,000 54,621 0.19%
VISA INC    (COM CL A) V 60,348,000 351,120 0.19%
INTEL CORP    (COM) INTC 58,743,000 1,139,981 0.19%
ISHARES TR    (CORE S&P SCP ETF) IJR 57,362,000 736,917 0.18%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 57,048,000 1,636,953 0.18%
ISHARES TR    (RUS 1000 GRW ETF) IWF 56,733,000 355,406 0.18%
TD AMERITRADE HLDG CORP    (COM) AMTD 56,584,000 1,211,651 0.18%
PROCTER & GAMBLE CO    (COM) PG 55,878,000 459,086 0.18%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 53,316,000 151,265 0.17%
LILLY ELI & CO    (COM) LLY 52,993,000 473,869 0.17%
INVESCO QQQ TR    (UNIT SER 1) 48,890,000 262,892 0.15%
BANK AMER CORP    (COM) BAC 48,686,000 1,900,012 0.15%
WISDOMTREE TR    (US MIDCAP DIVID) DON 48,370,000 1,332,138 0.15%
MCDONALDS CORP    (COM) MCD 47,781,000 222,538 0.15%
ALPHABET INC    (CAP STK CL C) GOOG 45,070,000 39,634 0.14%
AT&T INC    (COM) T 44,857,000 1,185,649 0.14%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 44,747,000 912,265 0.14%
ISHARES TR    (RUS 1000 VAL ETF) IWD 44,680,000 348,349 0.14%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 40,518,000 501,525 0.13%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 40,395,000 3,088,284 0.13%
UNION PACIFIC CORP    (COM) UNP 40,102,000 256,646 0.13%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 39,646,000 1,350,349 0.12%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 39,377,000 1,148,675 0.12%
CHEVRON CORP NEW    (COM) CVX 38,954,000 328,450 0.12%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 38,947,000 344,663 0.12%
VANGUARD INDEX FDS    (VALUE ETF) VTV 35,283,000 316,096 0.11%
VERIZON COMMUNICATIONS INC    (COM) VZ 35,171,000 582,864 0.11%
CISCO SYS INC    (COM) CSCO 34,960,000 707,746 0.11%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 34,918,000 128,092 0.11%
TYLER TECHNOLOGIES INC    (COM) TYL 34,474,000 131,331 0.11%
WALMART INC    (COM) WMT 33,889,000 285,550 0.11%
ISHARES TR    (COHEN STEER REIT) ICF 33,658,000 280,439 0.10%
MERCK & CO INC    (COM) MRK 32,993,000 391,936 0.10%
COCA COLA CO    (COM) KO 32,766,000 601,882 0.10%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 32,717,000 1,195,366 0.10%
PFIZER INC    (COM) PFE 32,250,000 897,591 0.10%
GLOBAL PMTS INC    (COM) GPN 31,274,000 196,695 0.10%
VANGUARD GROUP    (DIV APP ETF) VIG 31,107,000 260,133 0.10%
NVIDIA CORP    (COM) NVDA 30,374,000 174,980 0.09%
ABBOTT LABS    (COM) ABT 30,095,000 359,685 0.09%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 28,679,000 197,213 0.09%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 28,556,000 530,287 0.09%
ISHARES TR    (MSCI EMG MKT ETF) EEM 28,408,000 696,578 0.09%
ABBVIE INC    (COM) ABBV 28,283,000 373,972 0.09%
COSTCO WHSL CORP NEW    (COM) COST 27,390,000 95,565 0.08%
WELLS FARGO CO NEW    (COM) WFC 26,917,000 533,648 0.08%
NEXTERA ENERGY INC    (COM) NEE 26,021,000 111,682 0.08%
BUCKEYE PARTNERS L P    (UNIT LTD PARTN) BPL 25,732,000 626,232 0.08%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 25,558,000 512,191 0.08%
ISHARES TR    (RUSSELL 2000 ETF) IWM 24,509,000 162,443 0.07%
NETFLIX INC    (COM) NFLX 24,481,000 94,602 0.07%
ISHARES TR    (RUS MD CP GR ETF) IWP 24,330,000 172,120 0.07%
MASTERCARD INC    (CL A) MA 23,983,000 90,188 0.07%
ISHARES TR    (S&P 500 GRWT ETF) IVW 23,816,000 132,288 0.07%
STARBUCKS CORP    (COM) SBUX 23,663,000 267,717 0.07%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 23,595,000 238,167 0.07%
ORACLE CORP    (COM) ORCL 22,880,000 415,772 0.07%
SPDR SERIES TRUST    (DJ REIT ETF) RWR 22,670,000 216,788 0.07%
UNITED PARCEL SERVICE INC    (CL B) UPS 21,940,000 183,110 0.07%
PHILIP MORRIS INTL INC    (COM) PM 21,539,000 283,669 0.07%
CERNER CORP    (COM) CERN 21,188,000 310,810 0.06%
LOOP INDS INC    (COM) 21,031,000 1,640,465 0.06%
MONOLITHIC PWR SYS INC    (COM) MPWR 20,789,000 133,580 0.06%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 20,607,000 159,927 0.06%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 20,085,000 669,493 0.06%
ALTRIA GROUP INC    (COM) MO 19,990,000 488,744 0.06%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 19,963,000 120,059 0.06%
YUM BRANDS INC    (COM) YUM 19,935,000 175,751 0.06%
DOVER CORP    (COM) DOV 19,925,000 200,132 0.06%
SELECT SECTOR SPDR TR    (ENERGY) XLE 19,919,000 337,565 0.06%
AMGEN INC    (COM) AMGN 19,844,000 103,236 0.06%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 19,808,000 350,342 0.06%
US BANCORP DEL    (COM NEW) USB 19,714,000 356,230 0.06%
UNITEDHEALTH GROUP INC    (COM) UNH 19,589,000 91,073 0.06%
LOWES COS INC    (COM) LOW 19,256,000 175,317 0.06%
DUKE ENERGY CORP NEW    (COM NEW) DUK 19,078,000 199,016 0.06%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 19,055,000 648,334 0.06%
ISHARES TR    (SELECT DIVID ETF) DVY 18,879,000 185,182 0.06%
3M CO    (COM) MMM 18,776,000 115,209 0.06%
HONEYWELL INTL INC    (COM) HON 18,473,000 109,178 0.06%
LOCKHEED MARTIN CORP    (COM) LMT 17,850,000 45,762 0.05%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 17,545,000 327,203 0.05%
CATERPILLAR INC DEL    (COM) CAT 16,478,000 131,141 0.05%
BANK NEW YORK MELLON CORP    (COM) BK 16,126,000 356,695 0.05%
QUALCOMM INC    (COM) QCOM 16,023,000 210,137 0.05%
ISHARES TR    (RUS MID CAP ETF) IWR 15,498,000 277,003 0.05%
TESLA INC    (COM) TSLA 15,484,000 68,030 0.05%
COMCAST CORP NEW    (CL A) CMCSA 15,394,000 341,473 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 15,078,000 69,950 0.04%
BRISTOL MYERS SQUIBB CO    (COM) BMY 14,366,000 283,555 0.04%
SOUTHERN CO    (COM) SO 14,360,000 232,480 0.04%
SALESFORCE COM INC    (COM) CRM 14,112,000 96,853 0.04%
ISHARES TR    (PFD AND INCM SEC) PFF 13,945,000 371,558 0.04%
ISHARES TR    (ESG MSCI EAFE) 13,932,000 217,274 0.04%
ALTICE USA INC    (CL A) 13,826,000 482,172 0.04%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 13,814,000 84,596 0.04%
UNITED TECHNOLOGIES CORP    (COM) UTX 13,784,000 100,968 0.04%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 13,669,000 103,038 0.04%
CITIGROUP INC    (COM NEW) C 13,660,000 197,745 0.04%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 13,506,000 124,959 0.04%
GENERAL ELECTRIC CO    (COM) GE 13,050,000 1,689,633 0.04%
MEDTRONIC PLC    (SHS) MDT 12,926,000 118,998 0.04%
TEXAS INSTRS INC    (COM) TXN 12,884,000 99,687 0.04%
FISERV INC    (COM) FISV 12,699,000 122,589 0.04%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 12,608,000 180,807 0.04%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 12,578,000 66,672 0.04%
HELEN OF TROY CORP LTD    (COM) HELE 12,388,000 78,577 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 12,200,000 77,962 0.03%
BROADCOM INC    (COM) 11,993,000 43,443 0.03%
MONDELEZ INTL INC    (CL A) MDLZ 11,977,000 216,497 0.03%
ONEOK INC NEW    (COM) OKE 11,938,000 162,004 0.03%
NIKE INC    (CL B) NKE 11,898,000 126,684 0.03%
GILEAD SCIENCES INC    (COM) GILD 11,694,000 185,886 0.03%
ISHARES TR    (MSCI KLD400 SOC) DSI 11,628,000 104,845 0.03%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 11,607,000 144,135 0.03%
ADOBE INC    (COM) ADBE 11,371,000 41,163 0.03%
AMERICAN TOWER CORP NEW    (COM) AMT 11,343,000 51,297 0.03%
AFLAC INC    (COM) AFL 11,103,000 212,206 0.03%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 11,084,000 43,633 0.03%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,011,000 82,963 0.03%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 10,884,000 139,500 0.03%
AMERICAN EXPRESS CO    (COM) AXP 10,824,000 91,508 0.03%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 10,730,000 72,449 0.03%
SYSCO CORP    (COM) SYY 10,513,000 132,406 0.03%
CSX CORP    (COM) CSX 10,212,000 147,421 0.03%
PHILLIPS 66    (COM) PSX 10,036,000 98,012 0.03%
OKTA INC    (CL A) 9,973,000 101,290 0.03%
WASTE MGMT INC DEL    (COM) WMI 9,920,000 86,264 0.03%
SIRIUS XM HLDGS INC    (COM) SIRI 9,868,000 1,577,677 0.03%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 9,655,000 94,105 0.03%
ISHARES TR    (NEW YORK MUN ETF) NYF 9,559,000 167,055 0.03%
BB&T CORP    (COM) BBT 9,552,000 178,984 0.03%
DOMINION ENERGY INC    (COM) D 9,477,000 116,944 0.03%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 9,427,000 58,401 0.03%
TRAVELERS COMPANIES INC    (COM) TRV 9,413,000 63,306 0.03%
INVESCO DB COMMDY INDX TRCK    (UNIT) 9,409,000 625,605 0.03%
AMARIN CORP PLC    (SPONS ADR NEW) AMRN 9,393,000 636,549 0.03%
FORD MTR CO DEL    (COM) F 9,376,000 1,023,588 0.03%
ISHARES TR    (MSCI ACWI EX US) ACWX 9,358,000 203,205 0.03%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 9,347,000 168,990 0.03%
ISHARES TR    (CRE U S REIT ETF) FTY 9,246,000 166,445 0.03%
EMERSON ELEC CO    (COM) EMR 9,236,000 138,142 0.03%
BOOKING HLDGS INC    (COM) 9,160,000 4,667 0.02%
ISHARES TR    (S&P 500 VAL ETF) IVE 9,061,000 76,053 0.02%
ISHARES TR    (RUS 2000 GRW ETF) IWO 8,919,000 46,276 0.02%
TORONTO DOMINION BK ONT    (COM NEW) TD 8,879,000 152,400 0.02%
DELUXE CORP    (COM) DLX 8,866,000 180,350 0.02%
V F CORP    (COM) VFC 8,735,000 98,153 0.02%
BECTON DICKINSON & CO    (COM) BDX 8,692,000 34,362 0.02%
BP PLC    (SPONSORED ADR) BP 8,670,000 230,479 0.02%
CONOCOPHILLIPS    (COM) COP 8,632,000 151,485 0.02%
1 2 3 4 5 6 7 8 9 10 Next >Full Portfolio View
Total Value As 2019-09-30: 30,711,361,000 SEC FILING
* Portfolios do not reflect changes after reporting
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