Reported Holdings Of The
Creative Planning Inc
Legal Name: CREATIVE PLANNING, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 26, 2019
Security | Shares Held / Principal Amount | Market Value | Option |
---|---|---|---|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) | 21,464 | $895k | |
ISHARES TR CORE S&P500 ETF (464287200) | 2,780 | $819k | |
VANGUARD WHITEHALL FDS INC (921946406) | 8,042 | $703k | |
WISDOMTREE TR (97717W794) | 13,340 | $628k | |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) | 14,769 | $628k | |
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) | 6,697 | $585k | |
VANGUARD INDEX FDS MID CAP ETF (922908629) | 3,422 | $572k | |
WISDOMTREE TR (97717W315) | 12,707 | $567k | |
VANGUARD INDEX FDS SMALL CP ET (922908751) | 1,669 | $261k | |
WISDOMTREE TR (97717W505) | 7,217 | $261k | |
SPDR SERIES TRUST (78464A854) | 7,534 | $260k |