Creative Planning

Q4 2015 13F Holdings Report, Stock Holdings

Signature - Title
Katie Carver Nave - Director of Trading and Investments
Location
Overland Park, KS
Holdings as of
31 Dec 2015
Value $
$12,150,509,000
Num holdings
4,243
Filing time
11 Jan 2016, 13:59:33 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VEA, VCIT, IVV, AGG, and VO.
Previous filing
Q3 2015 - 09 Oct 2015
Next filing
Q1 2016 - 08 Apr 2016
Options Holdings
Showing stock holdings, see here for options holdings

Quoteable Key Fact

"Creative Planning reported $12,150,509,000 across 4,243 holdings in Q4 2015."

Quick Takeaways

  • Creative Planning reported 13f holdings report, stock holdings for Q4 2015.
  • Reported holdings value: $12,150,509,000.
  • 4,243 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q3 2015.
  • Value moved from $11,319,477,000 to $12,150,509,000.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Source Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2015 Q4 compared to 2015 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Katie Carver Nave Director of Trading and Investments Leawood, Kansas 11 Jan 2016
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