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Creative Planning Buys Vanguard Total Bond Market, iShares Core S&P Small-Cap, Alphabet, ...

Creative Planning

  • New Purchases: AAOI , AIA , CLNS , MLCO, SHM, SKYW, SNAP, TECK, UA, AAMC,
  • Added Positions:VCIT, VEA, IVV, AGG, VO, IEMG, SCHH, SJNK, SCZ, BRK.B,
  • Reduced Positions:SUM, VV, MUB, XES, IJH, SPY, AMGN, CMS, HCI, PXJ,
  • Sold Out:SE, IOC, LLTC, NSAM, STJ, AAC, ABCB, ABE, ABR, ACAS,

For the details of Creative Planning's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Creative+Planning

These are the top 5 holdings of Creative Planning

  1. Vanguard FTSE Developed Markets ( VEA ) - 36,499,580 shares, 7.89% of the total portfolio. Shares added by 11.01%
  2. iShares Core S&P 500 ( IVV ) - 5,394,707 shares, 7.04% of the total portfolio. Shares added by 11.63%
  3. Vanguard Intermediate-Term Corporate Bond ETF ( VCIT ) - 14,599,346 shares, 6.94% of the total portfolio. Shares added by 13.23%
  4. Vanguard Mid-Cap ETF - DNQ ( VO ) - 8,204,111 shares, 6.28% of the total portfolio. Shares added by 8.72%
  5. iShares Core U.S. Aggregate Bond ( AGG ) - 10,077,288 shares, 6.01% of the total portfolio. Shares added by 10.41%

New Purchase: SkyWest Inc (SKYW)

Creative Planning initiated holdings in SkyWest Inc. The purchase prices were between $32.75 and $37.45, with an estimated average price of $35.67. The stock is now traded at around $31.25. The impact to the portfolio due to this purchase was 0.01%. The holdings were 37,415 shares as of 2017-03-31.

New Purchase: Teck Resources Ltd (TECK)

Creative Planning initiated holdings in Teck Resources Ltd. The purchase prices were between $19.52 and $26.25, with an estimated average price of $22.35. The stock is now traded at around $23.52. The impact to the portfolio due to this purchase was 0.01%. The holdings were 64,071 shares as of 2017-03-31.

New Purchase: Colony NorthStar Inc (CLNS)

Creative Planning initiated holdings in Colony NorthStar Inc. The purchase prices were between $12.87 and $21.77, with an estimated average price of $14.6. The stock is now traded at around $12.77. The impact to the portfolio due to this purchase was 0.01%. The holdings were 95,632 shares as of 2017-03-31.

New Purchase: Under Armour Inc (UA)

Creative Planning initiated holdings in Under Armour Inc. The purchase prices were between $17.44 and $27.32, with an estimated average price of $20.83. The stock is now traded at around $18.43. The impact to the portfolio due to this purchase was 0.01%. The holdings were 60,035 shares as of 2017-03-31.

New Purchase: Snap Inc (SNAP)

Creative Planning initiated holdings in Snap Inc. The purchase prices were between $19.54 and $27.09, with an estimated average price of $22.16. The stock is now traded at around $20.82. The impact to the portfolio due to this purchase was 0.01%. The holdings were 40,707 shares as of 2017-03-31.

New Purchase: Melco Crown Entertainment Ltd (MLCO)

Creative Planning initiated holdings in Melco Crown Entertainment Ltd. The purchase prices were between $15.85 and $19.04, with an estimated average price of $17.14. The stock is now traded at around $19.43. The impact to the portfolio due to this purchase was 0.01%. The holdings were 79,408 shares as of 2017-03-31.

Added: Vanguard Total Bond Market (BND)

Creative Planning added to the holdings in Vanguard Total Bond Market by 24.81%. The purchase prices were between $80.04 and $81.5, with an estimated average price of $80.87. The stock is now traded at around $81.03. The impact to the portfolio due to this purchase was 0.09%. The holdings were 978,744 shares as of 2017-03-31.

Added: iShares Core S&P Small-Cap (IJR)

Creative Planning added to the holdings in iShares Core S&P Small-Cap by 103.40%. The purchase prices were between $67.46 and $140.6, with an estimated average price of $82.1. The stock is now traded at around $67.86. The impact to the portfolio due to this purchase was 0.07%. The holdings were 373,379 shares as of 2017-03-31.

Added: Alphabet Inc (GOOGL)

Creative Planning added to the holdings in Alphabet Inc by 23.69%. The purchase prices were between $807.77 and $872.37, with an estimated average price of $840.98. The stock is now traded at around $842.81. The impact to the portfolio due to this purchase was 0.03%. The holdings were 35,065 shares as of 2017-03-31.

Added: Union Pacific Corp (UNP)

Creative Planning added to the holdings in Union Pacific Corp by 20.10%. The purchase prices were between $102.13 and $110.42, with an estimated average price of $106.65. The stock is now traded at around $107.03. The impact to the portfolio due to this purchase was 0.02%. The holdings were 248,250 shares as of 2017-03-31.

Added: Enbridge Inc (ENB)

Creative Planning added to the holdings in Enbridge Inc by 511.56%. The purchase prices were between $40.31 and $44.37, with an estimated average price of $42.25. The stock is now traded at around $42.36. The impact to the portfolio due to this purchase was 0.02%. The holdings were 79,044 shares as of 2017-03-31.

Added: NVIDIA Corp (NVDA)

Creative Planning added to the holdings in NVIDIA Corp by 67.43%. The purchase prices were between $97.67 and $119.13, with an estimated average price of $106.43. The stock is now traded at around $100.33. The impact to the portfolio due to this purchase was 0.02%. The holdings were 101,693 shares as of 2017-03-31.

Sold Out: Spectra Energy Corp (SE)

Creative Planning sold out the holdings in Spectra Energy Corp. The sale prices were between $40.68 and $43.45, with an estimated average price of $41.93.

Sold Out: St Jude Medical Inc (STJ)

Creative Planning sold out the holdings in St Jude Medical Inc. The sale prices were between $80.69 and $80.82, with an estimated average price of $80.76.

Sold Out: Linear Technology Corp (LLTC)

Creative Planning sold out the holdings in Linear Technology Corp. The sale prices were between $61.98 and $65.45, with an estimated average price of $63.61.

Sold Out: InterOil Corp (IOC)

Creative Planning sold out the holdings in InterOil Corp. The sale prices were between $47.47 and $48.6, with an estimated average price of $48.04.

Sold Out: NorthStar Asset Management Group Inc (NSAM)

Creative Planning sold out the holdings in NorthStar Asset Management Group Inc. The sale prices were between $15.69 and $16, with an estimated average price of $15.86.

Sold Out: Invitae Corp (NVTA)

Creative Planning sold out the holdings in Invitae Corp. The sale prices were between $7.95 and $11.15, with an estimated average price of $9.59.

Reduced: Summit Materials Inc (SUM)

Creative Planning reduced to the holdings in Summit Materials Inc by 99.95%. The sale prices were between $23.11 and $26.07, with an estimated average price of $24.2. The stock is now traded at around $25.02. The impact to the portfolio due to this sale was -0.12%. Creative Planning still held 437 shares as of 2017-03-31.

Reduced: SPDR Series Trust S&P Oil & Gas Equipment & Servic (XES)

Creative Planning reduced to the holdings in SPDR Series Trust S&P Oil & Gas Equipment & Servic by 73.93%. The sale prices were between $18.78 and $23.72, with an estimated average price of $21.63. The stock is now traded at around $19.94. The impact to the portfolio due to this sale was -0.04%. Creative Planning still held 119,000 shares as of 2017-03-31.

Reduced: HCI Group Inc (HCI)

Creative Planning reduced to the holdings in HCI Group Inc by 33.49%. The sale prices were between $38.99 and $49.58, with an estimated average price of $43.97. The stock is now traded at around $44.86. The impact to the portfolio due to this sale was -0.02%. Creative Planning still held 138,000 shares as of 2017-03-31.

Reduced: CMS Energy Corp (CMS)

Creative Planning reduced to the holdings in CMS Energy Corp by 89.13%. The sale prices were between $41.51 and $45.28, with an estimated average price of $43.32. The stock is now traded at around $44.97. The impact to the portfolio due to this sale was -0.02%. Creative Planning still held 7,517 shares as of 2017-03-31.

Reduced: PowerShares Dynamic Oil Services (PXJ)

Creative Planning reduced to the holdings in PowerShares Dynamic Oil Services by 66.04%. The sale prices were between $11.06 and $13.64, with an estimated average price of $12.51. The stock is now traded at around $11.55. The impact to the portfolio due to this sale was -0.02%. Creative Planning still held 141,396 shares as of 2017-03-31.

Reduced: Sinclair Broadcast Group Inc (SBGI)

Creative Planning reduced to the holdings in Sinclair Broadcast Group Inc by 60.24%. The sale prices were between $30.8 and $42.9, with an estimated average price of $36.84. The stock is now traded at around $39.80. The impact to the portfolio due to this sale was -0.02%. Creative Planning still held 66,257 shares as of 2017-03-31.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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