Creative Planning Buys Vanguard Total Bond Market ETF, SPDR Portfolio Developed World ex-US, iShares National Muni Bond, Sells Alerian MLP, iShares Core MSCI EAFE, Zoom Video Communications Inc

• New Purchases: ESGE, MAC, EEMS, ESGD, WTRG, FLO, FRO, KSS, QDEL, TCP, SKT, GMAB, CARR, ERX, VYMI, AAP, ADS, APT, AEO, ACLS, BMI, BLDP, BANF, HPR, BIO, LCTX, BPFH, EAT, BKD, CAR, CAKE, CYRN, CYBE, DNR, DBD, DDS, DVAX, EV, ETM, FLS, FLR, GILT, GPOR, PWFL, IIVI, IMAX, LYTS, LPX, MIC, TAP, MORN, EPM, NXST, NAT, NWBI, INSG, OTEX, PZZA, PRK, PENN, RRC, RYN, RWT, RHI, R, SPXC, SBGI, SGU, STE, TEF, TU, TER, TTI, TKR, MNTX, VMC, WBK, WLL, WGO, WEX, ZBRA, IRBT, IDEX, USAS, SMFG, IIF, MUA, LEO, HIX, JRS, BBF, EMD, IGR, DSM, ATEC, CPRX, BTZ, BACPL.PFD, DGLY, AGI, BTG, BCLI, IRDM, QKL1, UDJP, AYTU, KL, TRIL, ABUS, OMER, LEA, ST, VEON, BWXT, ELMD, TAL, CMRE, SBRA, APTS, UAN, MOS, IMV, ORC, VER, 8LP1, PRLB, GLOG, BLMN, PNR, FANG, SBSW, APAM, AGIO, AMH, SFM, FATE, PAGP, GLPI, WIX, TRVN, HLT, MGEN, VNOM, 21P1, PFNX, VSLR, CZR, W, AXTA, LBRDK, BOX, ETSY, YP2A, NNDM, NTRA, RACE, MYOK, KTOV, FS5A, USFD, CDEV, TLND, COUP, ZTO, PVAC, INSW, CIJ, AYX, BTU, AM, APPN, CODX, MDB, BXG, KERN, CDAY, WH, X9P, VRCA, ALLO, ETRN, ALTG, KTB, LVGO, SDC, BXRX, BRMK, 8DEA, BSCM, DFEN, EDV, EFAV, EWH, EWZ, EZM, FAS, FBT, FDL, FPX, IAT, IHF, ISTB, ITB, IVOO, IYE, JNK, KXI, MUNI, NAIL, NEAR, NUEM, PRF, PSK, QCLN, QUAL, ROBO, SOXL, SPXU, SPYD, SPYV, SUB, UNG, UPRO, XHB, XOP,
• Added Positions: BND, SPDW, MUB, VV, EMM, IVV, VNQ, DGS, VEA, IEMG, VCIT, ELR, SPEM, IEI, IWD, IWF, IWP, VOE, SCHE, AAPL, ITOT, SHY, DBC, QQQ, SPSM, SPY, HDV, SCHX, SDY, CLR, GOOG, BSV, BWX, CWB, DLN, HYG, IFGL, IWO, SCHA, SCHC, SCHM, SCZ, VB, VGT, VTEB, VXF, ABT, AMZN, CCL, FIS, CMCSA, CBSH, EW, INO, JPM, JNJ, MGM, JWN, NWFL, SPG, LUV, RTX, WMT, RDS.B, DAL, FTNT, ABBV, RDHL, DOCU, DEM, DOL, DON, GLD, MINT, PFF, PGX, RPG, SCHV, TIP, VCSH, VGSH, VYM, DDD, ABB, PLD, ASML, SRPT, ABMD, AEY, AMD, APD, AKAM, ALK, ARLP, MO, AMRN, AIG, AMT, AMP, AME, APH, NLY, APA, ARCC, AZN, CLDX, BP, SAN, BCS, GOLD, BAX, BGGSQ, BTI, BRO, BF.B, VIAC, CDNS, COF, BXMT, CASY, CAT, CX, SCHW, CHKP, CVX, CIEN, CI, CINF, CTXS, CLX, COKE, KO, CCEP, CCOI, CMA, NNN, ED, COST, CS, CCI, XRAY, DVN, DXCM, DMLP, DUK, ENG, EMN, ECL, OVV, ENDP, EFSC, EQIX, ERIC, EEFT, EXEL, EXPD, EXR, XOM, FMC, FICO, M, VERU, FITB, FBNC, FFIN, F, FCX, FMS, FCEL, GRMN, BPYU, GIS, GPC, GNW, GERN, GSK, GS, HRB, HAL, HALL, THG, HE, PEAK, HL, HSY, SVC, HUM, MTCH, CEQP, INFY, IRM, JKHY, K, KR, LRCX, LVS, LNC, LYV, LYG, MFA, MTSC, TELL, MLM, MAS, MKC, MPW, MDT, MRK, MTD, MCHP, MVIS, MOH, NFG, NTAP, NBIX, NGD, NJR, NEU, NEM, NAK, OXY, ODFL, ONB, ONCY, PCG, PPL, SAVA, PKI, PFE, PHG, PXD, PII, BKNG, PFG, PGR, PRU, RF, RGEN, WRK, RMCF, ROP, RDS.A, SBAC, SIVB, SNY, SLB, SMG, SGEN, SFNC, SKYW, SWKS, SNE, SJI, SBSI, SPPI, SYK, SLF, SPWR, SU, TROW, TGT, AAXN, TPL, TSCO, CUBE, UAL, USB, UAA, URI, UNM, VRSN, VZ, VRTX, VOD, WTI, WPC, WRB, GWW, WSO, WBS, ANTM, WSBC, WAL, WDC, WTM, WEC, WYNN, OPK, ICAD, HEI.A, VBIV, KRMD, PERI, BKN, CEF, FAX, IIM, MYI, MQY, NAD, NVG, NAC, BLE, PFL, PTY, BXMX, KYN, ETW, HBI, EXG, LBTYK, FSLR, AER, III, EXK, TMUS, BKCC, ULTA, MSCI, RBS, TWO, GAIN, FNV, NEPT, MAXR, MRTX, SRNE, CTSO, MNSB, FSM, NVV1, UERW, SVM, NVGS, IVR, BUD, WKHS, STWD, HCHC, DG, OAS, PHYS, KKR, GM, HHC, TRGP, BCX, HCA, HII, VOC, NMFC, SAVE, FBHS, APTV, FBIO, ZNGA, WPX, MTDR, ALSN, VIPS, NOW, PANW, USAC, NCLH, ZTS, BPY, PTCT, MNK, EQX, VEDL, VEEV, TWTR, MGNI, SCYX, FIVN, CGC, ARES, LNTH, OGI, UPLD, QRVO, APHA, SENS, GSBD, BKI, CFMS, TDOC, NK, LITE, Z, SILV, AXSM, MTCH, MTCH, MTCH, TEAM, AGR, LSXMA, OTLK, CRON, TTD, HWM, HEXO, OVID, IR, VNTR, ROKU, SPCE, NMRK, EOLS, DBX, ZUO, TLRY, NIO, STNE, BYND, WORK, AMCR, PTON, ACWI, ARKK, BLV, BOND, IGSB, DES, DGRO, DGRW, DIV, DLS, DTD, DWM, EES, EFG, EFV, EWA, FTEC, FVD, FXH, GDX, GVI, IAU, ICLN, IDV, IGV, IHE, IJR, IUSG, IUSV, IWS, IWV, IWY, IXN, IYC, IYF, IYH, IYR, IYT, JKE, LQD, MTUM, ONEQ, PCY, PGF, PRFZ, QTEC, ROM, RSP, RYT, SCHD, SCHG, SCHR, SH, SMH, SPLV, SPSB, SUSA, TLT, TNA, VCR, VDC, VFH, VGIT, VNQI, VONG, VOOG, VOX, VPL, VSS, VT, VTWO, VUG, VXUS, XAR, XBI, XLI, XLK, XLP, XLU, XLV,
• Reduced Positions: SCHF, AGG, BRK.B, IEFA, VWO, ZM, IJH, TYL, EWX, EPD, MMP, WMB, HLNE, CRWD, EFA, SCHH, VTV, BAC, BA, C, EQT, GPN, ORCL, SIG, TXN, ET, CYRX, V, AVGO, TSLA, FB, MPLX, SEDG, PLNT, SNAP, ATUS, ZS, FSLY, AMJ, BNDX, DVY, EEM, EMLC, FLOT, IJJ, IYW, MDY, RWR, SCHB, SCHZ, SPAB, VOO, VTIP, XLE, MMM, EGHT, ATSG, ACAD, CB, AGCO, ACN, ATVI, AYI, AEG, HTH, AFL, A, ALXN, Y, AB, LNT, HES, AEE, ATAX, AMX, AXP, AFG, IEP, AWR, AMGN, ADI, ANSS, AON, AMAT, ABR, ADM, ARWR, AJG, ATO, ADSK, TFC, BCE, BHP, BIDU, BLL, BBVA, ITUB, BMO, BK, BNS, BDX, BIG, BIIB, BMRN, BLK, BXP, BSX, BAM, CAL, CACI, CHRW, CMS, COG, CPE, CPT, CPB, CM, CNI, CP, KMX, CAH, CTIC, CNC, CNP, CERN, CHE, LNG, CME, CHD, CTAS, CRUS, CSCO, CLF, TPR, CGNX, CTSH, CL, COLM, CBU, VALE, ABEV, DXC, CAG, STZ, COO, CPRT, INGR, GLW, CR, CREE, CMI, DHI, DTE, DHR, DRI, DECK, DB, DEO, DLR, DLTR, D, DPZ, DD, RDY, EOG, EIX, ESLT, EA, ENB, ERF, ETR, EPR, EFX, EQR, ESS, EL, EXAS, EXC, EXPE, NEE, FDS, FAST, FDX, FNF, FFBC, FE, FISV, FLEX, FTK, FLL, GAIA, GD, GEL, GILD, EVRI, GLNG, GT, HDB, HNI, HSBC, MNST, HOG, LHX, HIG, HAS, WELL, EHC, HEI, HSIC, HPQ, HRC, HOLX, HDSN, HURC, IBM, ITT, IDA, IEX, IDXX, ITW, ILMN, IMMU, INCY, IBCP, TT, INTC, ICE, IFF, IP, ISRG, SJM, VIAV, JBLU, JCI, JNPR, KLAC, KSU, KRNY, KEY, KMB, MDLZ, LHCG, LTC, LH, LAMR, LEG, LEN, LII, JEF, LMT, LMNX, MTB, MDU, MGA, MFC, MRO, MKL, MAR, MMC, MRVL, MCK, MET, MU, MSEX, MUFG, MCO, MS, MSI, EGOV, NICE, NVR, NDAQ, NEOG, NFLX, NYMT, NWL, NI, NKE, NBL, NOK, NMR, ES, NTRS, NOC, NG, NVS, NVO, NUE, ORLY, OGE, ODP, ORI, OHI, OMC, OKE, ORA, PCAR, PNC, PAAS, PTEN, PAYX, PBCT, PNW, RAVE, PAA, PLUG, NTR, LIN, PG, PSEC, PB, PEG, PSA, PHM, DGX, RPM, RMBS, RJF, REGN, RBCAA, RSG, RMD, BB, RIO, ROK, ROST, RY, RCL, RYAAY, SAP, POOL, SEIC, STM, SBR, SASR, SGMO, SRE, SHEN, SHW, WPM, SIRI, SNA, SON, SCCO, SM, TRV, STMP, STT, EQNR, NLOK, SNPS, TSM, TTWO, TECH, TFX, TEVA, TXT, THO, GL, TD, TOT, TM, TRP, ACIW, RIG, WEN, TSN, UBS, UGI, UN, UL, X, UNH, OLED, VFC, VLO, VMI, VAR, VGR, VTR, WAB, WBA, WM, WFC, WY, WHR, WLTW, WTFC, AUY, YUM, ZBH, ZION, EBAY, CLMT, FTS, TDG, RMT, AWF, ADX, CLM, DNP, GAB, NUV, IQI, PMO, GGT, KTF, FFC, JPS, CHY, EVV, JPC, NZF, NEA, PHK, HYT, UTG, HTD, UTF, CSQ, ETV, BDJ, PLM, HIMX, ZIOP, WU, LDOS, MFG, HTZ, PTMN, IPGP, TAST, QQQX, BTE, BR, CLNE, BX, DFS, TEL, LULU, VMW, MELI, AWK, UEC, MAIN, CIM, BIP, HBM, AXU, FTI, AG, NOG, PM, HI, TAK, IPI, AGNC, WFCPL.PFD, VRSK, ARI, CHTR, MXL, PBA, CBOE, QEP, LYB, NXPI, BAH, FRC, FLT, KMI, APO, MPC, SAND, DNKN, HZNP, XYL, UI, VSTM, ENPH, SPLK, PSX, HTA, BTT, SUN, SMLP, LOOP, RH, WES, PCI, TPH, ICLR, HASI, GWPH, IQV, NRZ, ARCT, CDW, PGEN, FEYE, RNG, GRP.U, ALLE, AMC, AAL, DRTT, PAYC, ZEN, JD, ANET, GPRO, BABA, HQY, PIRS, TTOO, VKTX, CFG, CYBR, KEYS, NVTA, SHOP, APLE, APPF, CC, HPE, EDIT, UA, FTV, TWLO, CRSP, YUMC, LW, IIPR, 3V8, NODK, CLDR, SE, SFIX, SPOT, IQ, SMAR, AQST, PDD, MRNA, DELL, LYFT, DOW, PINS, ALC, UBER, CTVA, OTIS, ACWX, BIL, BIV, BOTZ, DHS, DTN, DWX, ECON, EEMV, EMB, EPI, EPS, EUFN, EWC, EWJ, FBGX, FDN, FHLC, FLRN, FM, FNDA, FNDF, FNDX, FPE, FRI, FXI, GDXJ, GWX, IBB, ICF, IEF, IEO, IEUR, IGM, IJK, IJS, IJT, INDA, IOO, ITA, ITM, IVE, IVW, IWC, IWM, IWN, IWR, IXJ, IXUS, IYY, KRE, KWEB, MBB, MDYG, MGK, MOAT, NOBL, NUGT, NYF, PEY, PID, PKW, PSCH, PSCT, PWV, PXH, RWO, SCHO, SCHP, SHM, SHV, SHYG, SLY, SLYG, SLYV, SOXX, SPIB, SPTL, SPTM, SPYG, STIP, TFI, TQQQ, USMV, USO, USRT, VAW, VBK, VBR, VDE, VEU, VGK, VGLT, VHT, VIS, VMBS, VOT, VPU, XLB, XLC, XLF, XLRE, XLY, XMLV,
• Sold Out: AMLP, RAD, CSWC, RTN, A2A, TGE, SAFE, AES, AMN, ALB, IVZ, ACGL, AHT, AGO, BMRA, CE, CRK, CVA, CY, GBCI, GOOD, HT, INDB, KFS, LB, MDC, MAT, MGRC, TLRD, MYL, ON, OSUR, PCTI, PBBI, PTN, PBI, RL, RNR, DHC, SFL, SUI, TGB, TDY, TRI, TIF, UHT, URBN, NS, VHI, STAR, L, S, HNRG, MRKR, DK, DSU, MFL, CRF, IAF, PEO, NPV, PMM, MVF, BHV, GDV, TYG, GLQ, QRTEA, VG, OBELF, HUSA, MLNX, AWP, WBC, TDC, APPS, URG, PMT, CLNY, FAF, BT3, NPTN, GRPN, TRIP, RCEL, NDP, CAPL, PFSI, PTLA, PSXP, CNAT, NXE, BANX, NMIH, TNDM, 47VS, FSK, FFWM, DSE, ACB, VBLT, SIEN, SHLX, INOV, XHR, CHEK, CHCT, EXTN, RUN, GBT, NTLA, TUSK, AA, 48Z, ATNX, MFGP, BTAI, REZI, GOSS, WTRE, NET, BKLN, CMF, CORP, FGD, GSY, HYMB, IYG, MLPA, MLPI, QID, SPHD, TVIX, VWOB, XSLV, ZROZ,

For the details of Creative Planning's stock buys and sells, go to https://www.gurufocus.com/guru/creative+planning/current-portfolio/portfolio

1. iShares Core S&P 500 (IVV) - 10,192,826 shares, 9.35% of the total portfolio. Shares added by 3.61%
2. Vanguard FTSE Developed Markets (VEA) - 72,568,828 shares, 8.34% of the total portfolio. Shares added by 3.44%
3. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 24,575,152 shares, 6.92% of the total portfolio. Shares added by 3.59%
4. iShares Core U.S. Aggregate Bond (AGG) - 17,332,630 shares, 6.07% of the total portfolio. Shares reduced by 2.71%
5. iShares Core MSCI Emerging Markets (IEMG) - 39,213,449 shares, 5.53% of the total portfolio. Shares added by 4.49%

Creative Planning initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $35.00. The impact to a portfolio due to this purchase was 0.04%. The holding were 390,398 shares as of .

Creative Planning initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $50.54 and $64.22, with an estimated average price of $57.3. The stock is now traded at around $63.80. The impact to a portfolio due to this purchase was 0.02%. The holding were 118,906 shares as of .

Creative Planning initiated holding in Macerich Co. The purchase prices were between $5.02 and $13.13, with an estimated average price of $7.73. The stock is now traded at around $8.26. The impact to a portfolio due to this purchase was 0.02%. The holding were 751,040 shares as of .

Creative Planning initiated holding in Ishares MSCI Emerging Markets Small Cap Index Fund. The purchase prices were between $30 and $40.14, with an estimated average price of $35.58. The stock is now traded at around $42.76. The impact to a portfolio due to this purchase was 0.02%. The holding were 177,926 shares as of .

Creative Planning initiated holding in Genmab A/S. The purchase prices were between $20.05 and $33.89, with an estimated average price of $27.12. The stock is now traded at around $36.34. The impact to a portfolio due to this purchase was 0.01%. The holding were 51,711 shares as of .

Creative Planning initiated holding in TC Pipelines LP. The purchase prices were between $27.05 and $35.81, with an estimated average price of $32.79. The stock is now traded at around $31.80. The impact to a portfolio due to this purchase was 0.01%. The holding were 68,608 shares as of .

Creative Planning added to a holding in Vanguard Total Bond Market ETF by 93.73%. The purchase prices were between $84.67 and $88.18, with an estimated average price of $87.06. The stock is now traded at around $89.19. The impact to a portfolio due to this purchase was 0.91%. The holding were 7,204,041 shares as of .

Creative Planning added to a holding in SPDR Portfolio Developed World ex-US by 27.70%. The purchase prices were between $22.87 and $29.3, with an estimated average price of $26.11. The stock is now traded at around $29.00. The impact to a portfolio due to this purchase was 0.61%. The holding were 34,134,071 shares as of .

Creative Planning added to a holding in iShares National Muni Bond by 28.33%. The purchase prices were between $109.93 and $115.44, with an estimated average price of $113.52. The stock is now traded at around $116.53. The impact to a portfolio due to this purchase was 0.38%. The holding were 5,001,343 shares as of .

Creative Planning added to a holding in WisdomTree Emerging Market SmallCap Fund by 30.17%. The purchase prices were between $31.49 and $40.69, with an estimated average price of $36.55. The stock is now traded at around $41.76. The impact to a portfolio due to this purchase was 0.29%. The holding were 10,675,800 shares as of .

Creative Planning added to a holding in SPDR Russell 1000 ETF by 23.63%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,899,357 shares as of .

Creative Planning added to a holding in iShares Russell 1000 Value by 99.25%. The purchase prices were between $93.94 and $124.38, with an estimated average price of $109.27. The stock is now traded at around $119.00. The impact to a portfolio due to this purchase was 0.12%. The holding were 743,286 shares as of .

Creative Planning sold out a holding in Alerian MLP. The sale prices were between $16.43 and $31.7, with an estimated average price of $24.12.

Creative Planning sold out a holding in Rite Aid Corp. The sale prices were between $11.43 and $17.31, with an estimated average price of $13.48.

Creative Planning sold out a holding in Safehold Inc. The sale prices were between $42.81 and $66.01, with an estimated average price of $54.9.

Creative Planning sold out a holding in Tallgrass Energy LP. The sale prices were between $16.26 and $22.39, with an estimated average price of $18.39.

Creative Planning sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Creative Planning sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.