CREATIVE PLANNING Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 3,783
New Positions 424
Increased Positions 1,768
Decreased Positions 996
Positions with Activity 2,764
Sold Out Positions 208
Total Mkt Value (in $ millions) 7,011

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

Sector Weighting

Basic Materials 0.88%
Capital Goods 0.72%
Conglomerates 0.04%
Consumer Cyclical 0.6%
Consumer/Non-Cyclical 1.41%
Energy 4.4%
Financial 71.21%
Healthcare 2.25%
Services 3.74%
Technology 4.31%
Transportation 0.49%
Utilities 4.33%

3,783 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS LARGE CAP ETF 484,538 4,328 .90 5,333,383
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 462,686 60,225 14.96 10,920,131
VANGUARD INDEX FDS MID CAP ETF 459,628 45,178 10.90 3,880,355
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 439,614 58,674 15.40 9,790,947
VANGUARD SCOTTSDALE FDS INT-TERM CORP 372,445 54,975 17.32 4,300,745
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 357,476 9,100 2.61 6,917,769
ISHARES TR CORE S&P500 ETF 279,232 60,512 27.67 1,403,107
VANGUARD INDEX FDS REIT ETF 230,900 21,387 10.21 3,036,958
VANGUARD WORLD FDS ENERGY ETF 227,540 14,919 7.02 1,584,650
ISHARES TR MSCI EMG MKT ETF 198,012 16,210 8.92 4,421,886
VANGUARD INDEX FDS SMALL CP ETF 154,370 9,847 6.81 1,352,940
BERKSHIRE HATHAWAY INC DEL CL B NEW 146,025 8,947 6.53 1,144,843
ISHARES TR MSCI EAFE ETF 145,783 16,625 12.87 2,145,441
ISHARES U.S. PFD STK ETF 127,431 9,937 8.46 3,195,352
WISDOMTREE TR EM LCL DEBT FD 107,865 -4,907 (4.35) 2,260,376
APPLE INC COM 90,869 3,249 3.71 930,356
SPDR SERIES TRUST BRC HGH YLD BD 83,432 9,291 12.53 2,026,041
ENTERPRISE PRODS PARTNERS L P COM 79,004 16,128 25.65 1,001,448
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 75,572 662 .88 1,439,471
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 69,537 6,996 11.19 821,080


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