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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: 2019-11-01) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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