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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-07-23) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 3,117,762,000 10,067,363 9.02%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 2,790,712,000 71,944,120 8.07%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 2,335,516,000 24,548,205 6.75%
ISHARES TR    (CORE US AGGBD ET) AGG 2,040,487,000 17,261,546 5.90%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,866,152,000 39,204,865 5.39%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,212,046,000 7,394,585 3.50%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,153,673,000 7,370,301 3.33%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 1,006,976,000 7,041,792 2.91%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 942,783,000 34,134,071 2.72%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 901,532,000 11,480,095 2.60%
APPLE INC    (COM) AAPL 772,715,000 2,118,187 2.23%
SPDR SER TR    (PORTFOLIO S&P400) EMM 712,454,000 22,798,536 2.06%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 636,157,000 7,201,234 1.84%
ISHARES TR    (NATIONAL MUN ETF) MUB 577,155,000 5,001,343 1.66%
ISHARES TR    (3 7 YR TREAS BD) IEI 567,366,000 4,244,524 1.64%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 557,485,000 3,122,992 1.61%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 521,714,000 14,812,996 1.50%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 449,762,000 11,354,768 1.30%
WISDOMTREE TR    (EMG MKTS SMCAP) DGS 416,463,000 10,675,800 1.20%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 413,910,000 12,370,284 1.19%


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MAJOR GURUS:
Warren Buffett
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George Soros

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