CREATIVE PLANNING Information

3400 COLLEGE BOULEVARD, LEAWOOD, Kansas, 66211, (913) 338-2727

Report Date: 06/30/2014

Position Statistics

Total Positions 3,951
New Positions 386
Increased Positions 1,803
Decreased Positions 1,164
Positions with Activity 2,967
Sold Out Positions 249
Total Mkt Value (in $ millions) 7,731

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.07%
Capital Goods 0.7%
Conglomerates 0.04%
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 1.34%
Energy 4.22%
Financial 69.98%
Healthcare 2.02%
Services 3.47%
Technology 4.73%
Transportation 0.9%
Utilities 4.41%

3,951 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 512,560 63,743 14.20 12,471,047
VANGUARD INDEX FDS MID CAP ETF 510,662 44,127 9.46 4,247,376
VANGUARD INDEX FDS LARGE CAP ETF 494,209 178 .04 5,335,305
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 468,680 38,172 8.87 10,659,080
VANGUARD SCOTTSDALE FDS INT-TERM CORP 440,697 72,467 19.68 5,147,126
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 374,922 15,544 4.33 7,216,975
ISHARES TR CORE S&P500 ETF 354,188 69,539 24.43 1,745,885
VANGUARD INDEX FDS REIT ETF 229,217 5,576 2.49 3,112,674
VANGUARD WORLD FDS ENERGY ETF 220,140 4,770 2.22 1,619,745
ISHARES TR MSCI EMG MKT ETF 191,894 -281 (0.15) 4,415,417
BERKSHIRE HATHAWAY INC DEL CL B NEW 174,348 13,429 8.35 1,240,379
VANGUARD INDEX FDS SMALL CP ETF 156,967 1,596 1.03 1,366,834
ISHARES TR MSCI EAFE ETF 148,281 6,746 4.77 2,247,707
ISHARES U.S. PFD STK ETF 139,013 12,828 10.17 3,520,204
SPDR SERIES TRUST BRC HGH YLD BD 94,287 11,746 14.23 2,314,361
ENTERPRISE PRODS PARTNERS L P COM 91,369 9,050 10.99 2,223,086
APPLE INC COM 91,075 -2,853 (3.04) 902,093
WISDOMTREE TR EM LCL DEBT FD 89,787 -13,535 (13.1) 1,964,272
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 78,494 7,725 10.92 910,704
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 77,185 9,699 14.37 837,601