CREATIVE PLANNING Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 4,424
New Positions 368
Increased Positions 1,847
Decreased Positions 1,549
Positions with Activity 3,396
Sold Out Positions 305
Total Mkt Value (in $ millions) 10,560

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

Sector Weighting

Basic Materials 0.72%
Capital Goods 0.64%
Conglomerates 0.03%
Consumer Cyclical 1.35%
Consumer/Non-Cyclical 1.32%
Energy 3.69%
Financial 71.58%
Healthcare 2.35%
Services 3.44%
Technology 4.8%
Transportation 0.76%
Utilities 2.9%

4,424 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 683,276 45,011 7.05 5,271,786
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 669,100 90,449 15.63 16,343,422
VANGUARD SCOTTSDALE FDS INT-TERM CORP 628,722 64,530 11.44 7,420,303
SPDR SER TR SHT TRM HGH YLD 611,804 572,950 1,474.63 21,096,692
ISHARES TR CORE S&P500 ETF 562,352 64,062 12.86 2,663,031
ISHARES TR CORE US AGGBD ET 531,612 84,898 19.01 4,912,784
VANGUARD INDEX FDS LARGE CAP ETF 472,770 -19,035 (3.87) 4,893,088
ISHARES INC CORE MSCI EMKT 404,550 52,840 15.02 8,332,642
VANGUARD INDEX FDS REIT ETF 337,678 -8,182 (2.37) 4,448,982
ISHARES TR MSCI EAFE ETF 225,689 16,769 8.03 3,433,056
BERKSHIRE HATHAWAY INC DEL CL B NEW 218,639 16,484 8.15 1,564,162
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 212,962 11,326 5.62 5,162,706
ISHARES U.S. PFD STK ETF 197,770 22,585 12.89 5,031,033
APPLE INC COM 168,013 7,765 4.85 1,325,544
ISHARES TR MSCI EMG MKT ETF 166,702 -2,700 (1.59) 4,174,847
VANGUARD WORLD FDS ENERGY ETF 162,428 -456 (0.28) 1,499,379
ISHARES EAFE SML CP ETF 154,982 40,577 35.47 2,972,999
VANGUARD INDEX FDS SMALL CP ETF 154,454 -3,470 (2.2) 1,246,908
ISHARES NAT AMT FREE BD 141,510 31,809 29.00 1,308,704
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 116,702 4,693 4.19 2,339,179


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