Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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: 2020-05-05) --- full portfolio
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%


Investing Just Like
Creative Planning

Matching performance of Creative Planning by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*