Company profile

Employees
Location
SEC CIK
IRS number
431270780
SEC advisor number
801-18564
FINRA CRD number
105348
AUM ?
$60.44B (as of 7 Dec 20)
Accounts
124,033 (as of 7 Dec 20)
Employees
582 (410 investment advisory or research)
Address
Creative Planning
5454 W.110TH STREET
OVERLAND PARK
KS 66211
Phone
913-338-2727

Investment data

Data from SEC filings
Top 50 of 1939 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
$3.61B 10.73M
Vanguard Tax-managed Intl FD
$3B 73.27M
$2.34B 24.45M
$2.09B 39.58M
$2B 16.91M
$1.28B 7.28M
$1.19B 6.98M
$1.15B 12.99M
$1.11B 7.09M
$986.16M 12.49M
$983.26M 33.6M
$964.44M 8.33M
$817.64M 25.06M
$672.73M 3.16M
$655.92M 5.66M
$603.18M 4.52M
$517.5M 14.63M
Vanguard Intl Equity Index F
$483.79M 11.19M
$475.15M 11.49M
$446.33M 11.34M
$443.89M 12.14M
$420.74M 1.26M
$417.4M 15.6M
$391.98M 7.26M
$321.78M 102.19K
$321.74M 10.25M
$309.57M 5.58M
$300.11M 1.43M
$284.63M 3.53M
$284.6M 4.82M
Vanguard Mun BD FDS
$240.99M 4.43M
$217.74M 831.64K
$192.8M 1.25M
$183.37M 989.53K
$176.3M 1.08M
$163.27M 3.68M
$160.99M 2.53M
$143.73M 7.19M
$132.25M 2.19M
$131.81M 1.63M
$126.79M 295.54K
$122.15M 881.42K
$117.3M 422.2K
$113.46M 816.77K
$106.18M 2.57M
$92.16M 492.44K
$87.48M 314.61K
$83.69M 3.81M
$82.65M 3.02M
$82.16M 2.33M
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Jan 21

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings