CREATIVE PLANNING Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 4,436
New Positions 371
Increased Positions 1,855
Decreased Positions 1,551
Positions with Activity 3,406
Sold Out Positions 307
Total Mkt Value (in $ millions) 10,803

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

Sector Weighting

Basic Materials 0.76%
Capital Goods 0.63%
Conglomerates 0.03%
Consumer Cyclical 1.32%
Consumer/Non-Cyclical 1.28%
Energy 3.97%
Financial 71.48%
Healthcare 2.18%
Services 3.35%
Technology 4.66%
Transportation 0.82%
Utilities 3.16%

4,436 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS MID CAP ETF 684,014 45,060 7.05 5,271,786
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 681,848 92,173 15.63 16,343,422
VANGUARD SCOTTSDALE FDS INT-TERM CORP 644,973 66,198 11.44 7,420,303
SPDR SER TR SHT TRM HGH YLD 617,078 577,889 1,474.63 21,096,692
ISHARES TR CORE S&P500 ETF 564,882 64,350 12.86 2,663,031
ISHARES TR CORE US AGGBD ET 542,077 86,569 19.01 4,912,784
VANGUARD INDEX FDS LARGE CAP ETF 474,238 -19,095 (3.87) 4,893,088
ISHARES INC CORE MSCI EMKT 433,631 56,639 15.02 8,332,642
VANGUARD INDEX FDS REIT ETF 355,830 -8,622 (2.37) 4,448,982
ISHARES TR MSCI EAFE ETF 230,873 17,154 8.03 3,433,056
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 227,985 12,125 5.62 5,162,706
BERKSHIRE HATHAWAY INC DEL CL B NEW 224,238 16,906 8.15 1,564,162
ISHARES U.S. PFD STK ETF 199,631 22,798 12.89 5,031,033
ISHARES TR MSCI EMG MKT ETF 180,103 -2,918 (1.59) 4,174,847
VANGUARD WORLD FDS ENERGY ETF 175,802 -494 (0.28) 1,499,379
APPLE INC COM 170,929 7,900 4.85 1,325,544
ISHARES EAFE SML CP ETF 154,180 40,367 35.47 2,972,999
VANGUARD INDEX FDS SMALL CP ETF 150,888 -3,390 (2.2) 1,246,908
ISHARES NAT AMT FREE BD 142,819 32,103 29.00 1,308,704
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 120,234 4,835 4.19 2,339,179