Creative Planning at 2021-03-31

Filling information for Creative Planning as Treemap, investor disclosed 2370 total holdings based on 2021-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
08975P108 08975P108 CreativePlanning COM SER 1 1603 27739
00548F105 00548F105 CreativePlanning COM 198 13429
550241103 550241103 CreativePlanning COM 1777 133624
670695105 670695105 CreativePlanning COM 180 10895
46138G870 46138G870 CreativePlanning VAR RATE PFD 205 7926
25614T309 25614T309 CreativePlanning COM NEW 39 10853
284849205 284849205 CreativePlanning COM NEW 132 28137
428304307 428304307 CreativePlanning COM NEW 65 10789
457637502 457637502 CreativePlanning COM NEW 36 10990
46122W204 46122W204 CreativePlanning COM NEW 16 16025
488445206 488445206 CreativePlanning COM NEW 148 16077
53680Q207 53680Q207 CreativePlanning COM NEW 443 27567
66510M204 66510M204 CreativePlanning COM NEW 10 16995
682310875 682310875 CreativePlanning COM NEW 648 170000
86887Q109 86887Q109 CreativePlanning COM NEW 144 10618
88830X819 88830X819 CreativePlanning COM NEW 119 69914
89620X506 89620X506 CreativePlanning COM NEW 226 21050
961684206 961684206 CreativePlanning COM NEW 65 12139
15117F500 15117F500 CreativePlanning COM PAR 48 30000
128125101 128125101 CreativePlanning COM SH BEN INT 518 30061
756158101 756158101 CreativePlanning COM SH BEN INT 1176 35104
044103877 044103877 CreativePlanning COM SHS 30 10000
09260E105 09260E105 CreativePlanning COM SHS 664 25250
12811P108 12811P108 CreativePlanning COM SHS 384 25764
33733H107 33733H107 CreativePlanning COM SHS 446 11844
33734K109 33734K109 CreativePlanning COM SHS 363 4530
670699107 670699107 CreativePlanning COM SHS 341 12552
67073D102 67073D102 CreativePlanning COM SHS 72 11031
722014107 722014107 CreativePlanning COM SHS 90 13379
09257P105 09257P105 CreativePlanning COM SHS BEN IN 362 14249
67062C107 67062C107 CreativePlanning COM STK 203 19850
25820R105 25820R105 CreativePlanning COM UNIT 789 57775
Y2745C102 Y2745C102 CreativePlanning COM UNIT LPI 118 33787
866142409 866142409 CreativePlanning COM UNIT LTD 859 36430
903318103 903318103 CreativePlanning COM UT REP LTD 68 11548
92204A884 92204A884 CreativePlanning COMM SRVC ETF 479 3687
829399104 829399104 CreativePlanning COMMON 148 56728
449109107 449109107 CreativePlanning COMMON STOCK 274 26129
81369Y852 81369Y852 CreativePlanning COMMUNICATION 1366 18636
46434V696 46434V696 CreativePlanning CORE MSCI PAC 3352 50358
46432F834 46432F834 CreativePlanning CORE MSCI TOTAL 4671 66462
464287671 464287671 CreativePlanning CORE S&P US GWT 4597 50634
464287663 464287663 CreativePlanning CORE S&P US VLU 4303 62458
464288521 464288521 CreativePlanning CRE U S REIT ETF 7375 140752
46435U135 46435U135 CreativePlanning CYBERSECURITY 358 9360
25460G864 25460G864 CreativePlanning DAILY RGNAL BULL 1363 5885
25490K596 25490K596 CreativePlanning DALY HOM B&S BUL 837 11321
26922A289 26922A289 CreativePlanning DEFIANCE NEXT 835 23727
464288497 464288497 CreativePlanning DEVSMCP EXNA ETF 448 6806
46137V506 46137V506 CreativePlanning DIVID ACHIEVEV 363 10508
316092832 316092832 CreativePlanning DIVID ETF RISI 221 5508
78463X749 78463X749 CreativePlanning DJ GLB RL ES ETF 1442 30547
78464A607 78464A607 CreativePlanning DJ REIT ETF 14175 149728
06738C778 06738C778 CreativePlanning DJUBS CMDT ETN36 215 9108
25460E661 25460E661 CreativePlanning DLY AEROSPC 3X 322 15014
25460G609 25460G609 CreativePlanning DLY ENRGY BULL2X 395 16722
25459Y694 25459Y694 CreativePlanning DLY FIN BULL NEW 403 5027
25459W458 25459W458 CreativePlanning DLY SCOND 3XBU 3661 95810
25459W847 25459W847 CreativePlanning DLY SMCAP BULL3X 522 5828
33738R605 33738R605 CreativePlanning DORSEY WRT 5 ETF 504 11288
464287846 464287846 CreativePlanning DOW JONES US ETF 3692 36968
46137V837 46137V837 CreativePlanning DWA MOMENTUM 637 7482
46137V720 46137V720 CreativePlanning DYNMC LEISURE 299 6511
46137V738 46137V738 CreativePlanning DYNMC LRG VALU 325 7627
46137V670 46137V670 CreativePlanning DYNMC OIL GAS 56 16665
46137V662 46137V662 CreativePlanning DYNMC PHRMCTLS 1055 13377
46137V639 46137V639 CreativePlanning DYNMC SOFTWARE 231 1480
464288273 464288273 CreativePlanning EAFE SML CP ETF 340590 4740956
464288877 464288877 CreativePlanning EAFE VALUE ETF 1549 30382
19762B202 19762B202 CreativePlanning EM CORE EX ETF 3107 97652
464286475 464286475 CreativePlanning EM MKT SM-CP ETF 9044 157312
97717W315 97717W315 CreativePlanning EMER MKT HIGH FD 76349 1721117
921946885 921946885 CreativePlanning EMERG MKT BD ETF 214 2760
97717X214 97717X214 CreativePlanning EMERG MKTS ESG 1094 29022
97717W281 97717W281 CreativePlanning EMG MKTS SMCAP 762781 14871917
46090C305 46090C305 CreativePlanning EMGRING MKTS50 308 5466
301505889 301505889 CreativePlanning EMQQ EM INTERN 415 6493
19762B509 19762B509 CreativePlanning EMRG MARKETS ETF 502 18016
500767876 500767876 CreativePlanning EMRNG MKT CONS 400 12432
46138E784 46138E784 CreativePlanning EMRNG MKT SVRG 669 24998
902677780 902677780 CreativePlanning EN LG CP GRWTH 890 1584
97717Y683 97717Y683 CreativePlanning ENHNCD CMMDTY ST 272 13558
46435G243 46435G243 CreativePlanning ESG AWRE 1 5 YR 314 12102
46435G193 46435G193 CreativePlanning ESG AWRE USD ETF 3122 115881
46436E759 46436E759 CreativePlanning ESG EAFE ETF 365 5621
921910725 921910725 CreativePlanning ESG INTL STK ETF 33173 540540
921910691 921910691 CreativePlanning ESG US CORP BD 370 5105
921910733 921910733 CreativePlanning ESG US STK ETF 44038 597124
26924G508 26924G508 CreativePlanning ETFMG ALTR HRVST 2199 103154
26924G771 26924G771 CreativePlanning ETFMG TRAVEL TEC 821 26269
26924G888 26924G888 CreativePlanning ETHO CLIMATE LEA 385 6691
78463X202 78463X202 CreativePlanning EURO STOXX 50 646 14524
97717X701 97717X701 CreativePlanning EUROPE HEDGED EQ 1407 19342
97717W869 97717W869 CreativePlanning EUROPE SMCP DV 413 5935
46434V381 46434V381 CreativePlanning EXPONENTIAL TECH 541 9138
922908652 922908652 CreativePlanning EXTEND MKT ETF 24788 140116
46435G474 46435G474 CreativePlanning FALN ANGLS USD 783 26783
92204A405 92204A405 CreativePlanning FINANCIALS ETF 3011 35630
46137V621 46137V621 CreativePlanning FINL PFD ETF 607 32126
33734X135 33734X135 CreativePlanning FINLS ALPHADEX 206 4946
00214Q708 00214Q708 CreativePlanning FINTECH INNOVA 1092 21374
025072794 025072794 CreativePlanning FOCUSED LRG CAP 44698 771312
33739H101 33739H101 CreativePlanning FST TR GLB FD 219 10450
35473P819 35473P819 CreativePlanning FTSE CHINA 207 6439
922042866 922042866 CreativePlanning FTSE PACIFIC ETF 30117 368805
46137V613 46137V613 CreativePlanning FTSE RAFI 1000 1077 7100
46137V597 46137V597 CreativePlanning FTSE RAFI 1500 1217 6901
46138E743 46138E743 CreativePlanning FTSE RAFI DEV 545 11786
46138E727 46138E727 CreativePlanning FTSE RAFI EMNG 354 15728
46138E735 46138E735 CreativePlanning FTSE RAFI SML 201 5502
46138G847 46138G847 CreativePlanning GBL CLEAN ENRG 534 16694
46435U440 46435U440 CreativePlanning GBL GREEN ETF 1004 18375
46138E669 46138E669 CreativePlanning GBL SRT TRM HY 505 22830
33736G106 33736G106 CreativePlanning GBL WND ENRG ETF 474 21026
464288737 464288737 CreativePlanning GLB CNSM STP ETF 4586 78935
132061508 132061508 CreativePlanning GLB MOMENT ETF 280 9813
37950E549 37950E549 CreativePlanning GLB X SUPERDIV 397 28573
37954Y343 37954Y343 CreativePlanning GLBL X MLP ETF 108865 3290951
464287572 464287572 CreativePlanning GLOBAL 100 ETF 2546 38564
464287341 464287341 CreativePlanning GLOBAL ENERG ETF 263 10654
37954Y848 37954Y848 CreativePlanning GLOBAL X SILVER 290 7271
518416102 518416102 CreativePlanning HARTFORD MLT ETF 330 11110
47103U852 47103U852 CreativePlanning HENDERSON MTG 572 10775
46137V563 46137V563 CreativePlanning HIG YLD EQ DIV 1162 57363
33734X143 33734X143 CreativePlanning HLTH CARE ALPH 519 4774
97717W422 97717W422 CreativePlanning INDIA ERNGS FD 448 14201
92204A603 92204A603 CreativePlanning INDUSTRIAL ETF 856 4522
46431W705 46431W705 CreativePlanning INT RT HDG C B 2604 26983
72201R866 72201R866 CreativePlanning INTER MUN BD ACT 1256 22344
97717W786 97717W786 CreativePlanning INTL DIV EX FINL 223 5264
46435G524 46435G524 CreativePlanning INTL DIV GRWTH 693 10690
46137V548 46137V548 CreativePlanning INTL DIVI ACHI 2540 152282
921946810 921946810 CreativePlanning INTL DVD ETF 1418 17125
808524805 808524805 CreativePlanning INTL EQTY ETF 371386 9872048
97717W703 97717W703 CreativePlanning INTL EQUITY FD 2596 49376
921946794 921946794 CreativePlanning INTL HIGH ETF 16335 249574
97717W794 97717W794 CreativePlanning INTL LRGCAP DV 106899 2258578
97717W778 97717W778 CreativePlanning INTL MIDCAP DV 235 3495
33939L837 33939L837 CreativePlanning INTL QLTDV IDX 5918 230369
97717W760 97717W760 CreativePlanning INTL SMCAP DIV 3250 44997
464288117 464288117 CreativePlanning INTL TREA BD ETF 3486 67123
464288612 464288612 CreativePlanning INTRM GOV CR ETF 483 4203
808524854 808524854 CreativePlanning INTRM TRM TRES 21692 384544
92189H201 92189H201 CreativePlanning INTRMDT MUNI ETF 1101 21484
464288638 464288638 CreativePlanning ISHS 5-10YR INVT 610 10293
97717W851 97717W851 CreativePlanning JAPN HEDGE EQT 259 4230
464286251 464286251 CreativePlanning JP MRG EM CRP BD 1342 25821
922908637 922908637 CreativePlanning LARGE CAP ETF 1347992 7274649
22542D423 22542D423 CreativePlanning LG CAP GRTH ENH 3996 7159
33739P103 33739P103 CreativePlanning LNG/SHT EQUITY 222 4895
92189F502 92189F502 CreativePlanning LOW CARBN ENERGY 318 2026
921910873 921910873 CreativePlanning MEGA CAP INDEX 15790 112598
921910840 921910840 CreativePlanning MEGA CAP VAL ETF 669 7030
063679872 063679872 CreativePlanning MICROSECTORS IDX 299 10640
921932869 921932869 CreativePlanning MIDCP 400 GRTH 422 2168
921932885 921932885 CreativePlanning MIDCP 400 IDX 3092 17522
921932844 921932844 CreativePlanning MIDCP 400 VAL 859 5496
464287119 464287119 CreativePlanning MORNINGSTAR GRWT 3535 12255
92189F643 92189F643 CreativePlanning MORNINGSTAR WIDE 4475 64600
464287127 464287127 CreativePlanning MORNINGSTR US EQ 436 1945
74933W601 74933W601 CreativePlanning MOTLEY FOL ETF 496 13935
464288307 464288307 CreativePlanning MRGSTR MD CP GRW 3874 10245
464288604 464288604 CreativePlanning MRGSTR SM CP GR 679 2259
464288703 464288703 CreativePlanning MRNING SM CP ETF 239 1417
464288182 464288182 CreativePlanning MSCI AC ASIA ETF 381 4111
464288257 464288257 CreativePlanning MSCI ACWI ETF 2073 21784
464288240 464288240 CreativePlanning MSCI ACWI EX US 8988 162878
464286103 464286103 CreativePlanning MSCI AUST ETF 798 32208
316092204 316092204 CreativePlanning MSCI CONSM DIS 502 6570
46434G764 46434G764 CreativePlanning MSCI EMRG CHN 2768 46544
464286681 464286681 CreativePlanning MSCI EQUAL WEITE 204 2607
464289180 464289180 CreativePlanning MSCI EURO FL ETF 372 19287
316092501 316092501 CreativePlanning MSCI FINLS IDX 203 4139
464286145 464286145 CreativePlanning MSCI FRONTIER 632 21446
46434G848 46434G848 CreativePlanning MSCI GBL ETF NEW 431 10231
46434V316 46434V316 CreativePlanning MSCI GBL MULTIFC 1646 45135
46435G532 46435G532 CreativePlanning MSCI GLOBAL IMP 416 4384
316092600 316092600 CreativePlanning MSCI HLTH CARE I 601 10196
46434V274 46434V274 CreativePlanning MSCI INTL MULTFT 3414 118908
46434V456 46434V456 CreativePlanning MSCI INTL QUALTY 786 21556
46434V464 46434V464 CreativePlanning MSCI LW CRB TG 233 1494
464286665 464286665 CreativePlanning MSCI PAC JP ETF 335 6678
316092857 316092857 CreativePlanning MSCI RL EST ETF 12337 448792
46435G334 46435G334 CreativePlanning MSCI UK ETF NEW 2860 91334
46432F339 46432F339 CreativePlanning MSCI USA QLT FCT 2444 20070
46435G433 46435G433 CreativePlanning MSCI USA SMCP MN 3906 106008
33733E500 33733E500 CreativePlanning NAS CLNEDG GREEN 1121 16336
37954Y483 37954Y483 CreativePlanning NASDAQ 100 COVER 546 24677
315912808 315912808 CreativePlanning NASDAQ COMPSIT 587 1144
33734X846 33734X846 CreativePlanning NASDAQ CYB ETF 675 16137
46137V530 46137V530 CreativePlanning NASDAQ INTERNT 246 1068
46138G631 46138G631 CreativePlanning NASDAQNXTGEN100 407 12781
92189F841 92189F841 CreativePlanning NAT RES ETF 368 8214
26922A172 26922A172 CreativePlanning NATIONWIDE RSK 539 20087
46138E537 46138E537 CreativePlanning NATL AMT MUNI 608 22715
464288323 464288323 CreativePlanning NEW YORK MUN ETF 10164 176190
00214Q401 00214Q401 CreativePlanning NEXT GNRTN INTER 1606 13581
267475AB7 267475AB7 CreativePlanning NOTE 0.750% 9/1 97 90000
22943FAM2 22943FAM2 CreativePlanning NOTE 1.250% 9/1 10 10000
45256BAE1 45256BAE1 CreativePlanning NOTE 2.000% 6/1 20 20000
38341PAA0 38341PAA0 CreativePlanning NOTE 5.000% 6/0 80 90000
829658202 829658202 CreativePlanning NSD NXGN ECO ETF 239 4961
78468R739 78468R739 CreativePlanning NUVEEN BLMBRG SR 867 17490
78468R721 78468R721 CreativePlanning NUVEEN BRC MUNIC 1109 21462
67092P888 67092P888 CreativePlanning NUVEEN ESG EMRGN 1455 41435
67092P201 67092P201 CreativePlanning NUVEEN ESG LRGCP 217 3750
67092P409 67092P409 CreativePlanning NUVEEN ESG MIDCP 3448 68861
67092P508 67092P508 CreativePlanning NUVEEN ESG MIDVL 2824 82031
67092P607 67092P607 CreativePlanning NUVEEN ESG SMLCP 1455 33811
33733E203 33733E203 CreativePlanning NY ARCA BIOTECH 260 1622
78464A102 78464A102 CreativePlanning NYSE TECH ETF 508 3513
46140H403 46140H403 CreativePlanning OIL FD 112 10663
25460G500 25460G500 CreativePlanning OIL GAS BL 2X SH 2981 42308
92189H607 92189H607 CreativePlanning OIL SVCS ETF 205 5757
74347B169 74347B169 CreativePlanning ONLINE RTL ETF 214 2727
G6964L107 G6964L107 CreativePlanning ORD 3585 265590
M22013102 M22013102 CreativePlanning ORD 62 16425
M3760D101 M3760D101 CreativePlanning ORD 543 3800
M70240102 M70240102 CreativePlanning ORD 33 12500
M68830104 M68830104 CreativePlanning ORD SHS 93 17270
Y11082206 Y11082206 CreativePlanning PARTNERSHP UNITS 488 43874
46138E511 46138E511 CreativePlanning PFD ETF 11055 737026
33739E108 33739E108 CreativePlanning PFD SECS INC ETF 620 30755
00326A104 00326A104 CreativePlanning PHYSCL GOLD SHS 2491 151869
003260106 003260106 CreativePlanning PHYSCL PLATM SHS 315 2832
003263100 003263100 CreativePlanning PHYSCL PM BASKET 713 7696
003264108 003264108 CreativePlanning PHYSCL SILVR SHS 778 32938
78464A805 78464A805 CreativePlanning PORTFOLI S&P1500 8659 176025
78464A649 78464A649 CreativePlanning PORTFOLIO AGRGTE 56057 1890639
78463X889 78463X889 CreativePlanning PORTFOLIO DEVLPD 1188272 33604981
78464A375 78464A375 CreativePlanning PORTFOLIO INTRMD 380 10486
78464A847 78464A847 CreativePlanning PORTFOLIO S&P400 1485642 32465960
78468R853 78468R853 CreativePlanning PORTFOLIO S&P600 132117 3125542
26924G201 26924G201 CreativePlanning PRIME CYBR SCRTY 829 15102
26924G409 26924G409 CreativePlanning PRIME MOBILE PAY 1046 15662
78468R788 78468R788 CreativePlanning PRTFLO S&P500 HI 1691 43910
78464A508 78464A508 CreativePlanning PRTFLO S&P500 VL 1749 46142
74347R206 74347R206 CreativePlanning PSHS ULTRA QQQ 1934 16505
74347R693 74347R693 CreativePlanning PSHS ULTRA TECH 650 8654
00768Y495 00768Y495 CreativePlanning PURE CANNABIS 259 10955
00768Y453 00768Y453 CreativePlanning PURE US CANNABIS 421 12615
500767736 500767736 CreativePlanning QUADRTC INT RT 1956 68422
33939L860 33939L860 CreativePlanning QUALT DIVD IDX 478 8967
36240A168 36240A168 CreativePlanning RIGHT 04/14/2021 1 11298
00162Q783 00162Q783 CreativePlanning RIVRFRNT STR INC 616 24982
81369Y860 81369Y860 CreativePlanning RL EST SEL SEC 829 20997
301505723 301505723 CreativePlanning ROBO GBL HLTCR 285 6483
301505707 301505707 CreativePlanning ROBO GLB ETF 2132 33565
46435U556 46435U556 CreativePlanning ROBOTICS ARTIF 593 13738
53656F789 53656F789 CreativePlanning ROUNDHILL SPORTS 220 7157
46435G268 46435G268 CreativePlanning RUSEL 2500 ETF 482 7669
78464A821 78464A821 CreativePlanning S&P 400 MDCP GRW 1009 13439
78464A839 78464A839 CreativePlanning S&P 400 MDCP VAL 1661 25381
37954Y889 37954Y889 CreativePlanning S&P 500 CATHOLIC 294 5947
74348A467 74348A467 CreativePlanning S&P 500 DV ARIST 5959 69083
46138E370 46138E370 CreativePlanning S&P 500 HB ETF 899 12930
46137V233 46137V233 CreativePlanning S&P 500 TOP 50 345 1162
78464A201 78464A201 CreativePlanning S&P 600 SMCP GRW 1377 16035
78464A300 78464A300 CreativePlanning S&P 600 SMCP VAL 2319 28286
78464A813 78464A813 CreativePlanning S&P 600 SML CAP 682 7261
78464A797 78464A797 CreativePlanning S&P BK ETF 589 11344
78464A763 78464A763 CreativePlanning S&P DIVID ETF 57660 488523
46138E263 46138E263 CreativePlanning S&P GBL WATER 746 15190
78463X871 78463X871 CreativePlanning S&P INTL SMLCP 20358 544765
78468R655 78468R655 CreativePlanning S&P KENSHO CLEAN 291 2555
464287606 464287606 CreativePlanning S&P MC 400GR ETF 15454 197192
464287705 464287705 CreativePlanning S&P MC 400VL ETF 6337 62169
46137V217 46137V217 CreativePlanning S&P MDCP400 PR 447 2037
78464A755 78464A755 CreativePlanning S&P METALS MNG 1055 26678
46138E198 46138E198 CreativePlanning S&P MIDCP LOW 244 4667
78464A698 78464A698 CreativePlanning S&P REGL BKG 2843 42853
46137V480 46137V480 CreativePlanning S&P SMCP VLU MNT 493 10147
464287887 464287887 CreativePlanning S&P SML 600 GWT 12144 94707
46137V175 46137V175 CreativePlanning S&P SML600 GWT 534 3391
46138E149 46138E149 CreativePlanning S&P SMLCP HELT 2083 11321
46138E115 46138E115 CreativePlanning S&P SMLCP INFO 2142 15603
78464A532 78464A532 CreativePlanning S&P TRANSN ETF 973 11117
46137V373 46137V373 CreativePlanning S&P500 EQL STP 340 2156
46137V282 46137V282 CreativePlanning S&P500 EQL TEC 615 2278
46138E354 46138E354 CreativePlanning S&P500 LOW VOL 3698 63588
46137V266 46137V266 CreativePlanning S&P500 PUR GWT 24636 149972
46137V258 46137V258 CreativePlanning S&P500 PUR VAL 202 2732
81369Y704 81369Y704 CreativePlanning SBI INT-INDS 8853 89922
81369Y886 81369Y886 CreativePlanning SBI INT-UTILS 4307 67259
81369Y100 81369Y100 CreativePlanning SBI MATERIALS 948 12031
808524771 808524771 CreativePlanning SCHWAB FDT US LG 2831 54792
808524763 808524763 CreativePlanning SCHWAB FDT US SC 1619 31964
808524730 808524730 CreativePlanning SCHWB FDT EMK LG 930 30256
808524755 808524755 CreativePlanning SCHWB FDT INT LG 2162 67345
808524748 808524748 CreativePlanning SCHWB FDT INT SC 1098 29324
00162Q858 00162Q858 CreativePlanning SECTR DIV DOGS 391 7600
464287168 464287168 CreativePlanning SELECT DIVID ETF 28239 247498
46435U366 46435U366 CreativePlanning SELF DRIVNG EV 322 6972
22544F103 22544F103 CreativePlanning SH BEN INT 297 123183
530158104 530158104 CreativePlanning SH BEN INT 239 31260
552727109 552727109 CreativePlanning SH BEN INT 110 12920
746853100 746853100 CreativePlanning SH BEN INT 70 14312
409735206 409735206 CreativePlanning SH BEN INT NEW 233 6055
Y0436Q109 Y0436Q109 CreativePlanning SHARES 263 19288
09257A108 09257A108 CreativePlanning SHS 261 29476
336917109 336917109 CreativePlanning SHS 352 10771
337344105 337344105 CreativePlanning SHS 224 2172
33734H106 33734H106 CreativePlanning SHS 604 15902
38147U107 38147U107 CreativePlanning SHS 21542 1114425
72201Y101 72201Y101 CreativePlanning SHS 260 9250
G1144A105 G1144A105 CreativePlanning SHS 72 10775
G1466B103 G1466B103 CreativePlanning SHS 91 61270
G6333L101 G6333L101 CreativePlanning SHS 18 13075
M8893U102 M8893U102 CreativePlanning SHS 105 10000
N82405106 N82405106 CreativePlanning SHS 193 10836
Y1968P121 Y1968P121 CreativePlanning SHS 856 17248
Y62132108 Y62132108 CreativePlanning SHS 1720 193316
09248H105 09248H105 CreativePlanning SHS BEN INT 164 11797
G0232J101 G0232J101 CreativePlanning SHS CL A 120 12000
G46044106 G46044106 CreativePlanning SHS CL A 765 75040
G8251L105 G8251L105 CreativePlanning SHS CL A 279 26092
G8252P105 G8252P105 CreativePlanning SHS CL A 2318 139069
G9441E100 G9441E100 CreativePlanning SHS CL A 249 19150
G9446E105 G9446E105 CreativePlanning SHS CL A 358 35156
Q6519T117 Q6519T117 CreativePlanning SHS NEW 19 26868
808524862 808524862 CreativePlanning SHT TM US TRES 2708 52773
921932794 921932794 CreativePlanning SMLCP 600 GRTH 265 1200
921932778 921932778 CreativePlanning SMLCP 600 VAL 1405 8072
921932828 921932828 CreativePlanning SMLLCP 600 IDX 2988 15021
37950E416 37950E416 CreativePlanning SOCIAL MED ETF 473 7088
25490K323 25490K323 CreativePlanning SP BIOTCH BL NEW 584 7401
78468R663 78468R663 CreativePlanning SPDR BLOOMBERG 18057 197340
98149E204 98149E204 CreativePlanning SPDR GLD MINIS 2774 163169
78468R796 78468R796 CreativePlanning SPDR S&P 500 ETF 450 4585
83587W106 83587W106 CreativePlanning SPNSORD ADS NEW 86 17250
594837403 594837403 CreativePlanning SPON ADR NEW 105 13696
62914V106 62914V106 CreativePlanning SPON ADS 9929 259484
88034P109 88034P109 CreativePlanning SPON ADS 1779 86845
413216300 413216300 CreativePlanning SPONSORED ADR 98 22404
43289P106 43289P106 CreativePlanning SPONSORED ADR 2278 166887
08653C106 08653C106 CreativePlanning SPONSORED ADS 677 360020
09071M205 09071M205 CreativePlanning SPONSORED ADS 41 14582
134748102 134748102 CreativePlanning SPONSORED ADS 294 14640
345523104 345523104 CreativePlanning SPONSORED ADS 69 10980
42207L106 42207L106 CreativePlanning SPONSORED ADS 1452 42805
50202M102 50202M102 CreativePlanning SPONSORED ADS 385 15419
720162106 720162106 CreativePlanning SPONSORED ADS 415 5974
874038102 874038102 CreativePlanning SPONSORED ADS 61 10000
500767694 500767694 CreativePlanning SSE STAR MRKT 50 905 42689
36168Q104 36168Q104 CreativePlanning SUB VTG SHS 280 8000
922907746 922907746 CreativePlanning TAX EXEMPT BD 303078 5546819
33734X176 33734X176 CreativePlanning TECH ALPHADEX 223 1962
46431W648 46431W648 CreativePlanning TECHNOLOGY 237 4885
56167N720 56167N720 CreativePlanning TORTOISE NRAM PI 274 13521
316188309 316188309 CreativePlanning TOTAL BD ETF 590 11253
41653L305 41653L305 CreativePlanning TOTAL RTRN ETF 5456 135663
92206C565 92206C565 CreativePlanning TOTAL WLD BD ETF 432 5426
85207K107 85207K107 CreativePlanning TR UNIT 193 21975
85208R101 85208R101 CreativePlanning TR UNIT 1422 81892
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