0001580642-21-001976.txt : 20210430
0001580642-21-001976.hdr.sgml : 20210430
20210430152645
ACCESSION NUMBER: 0001580642-21-001976
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210430
DATE AS OF CHANGE: 20210430
EFFECTIVENESS DATE: 20210430
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Creative Planning
CENTRAL INDEX KEY: 0001540235
IRS NUMBER: 431270780
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14616
FILM NUMBER: 21877244
BUSINESS ADDRESS:
STREET 1: 5454 W.110TH STREET
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
BUSINESS PHONE: 913-338-2727
MAIL ADDRESS:
STREET 1: 5454 W.110TH STREET
CITY: OVERLAND PARK
STATE: KS
ZIP: 66211
13F-HR
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primary_doc.xml
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0001540235
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03-31-2021
03-31-2021
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Creative Planning
5454 W.110th Street
Overland Park
KS
66211
13F HOLDINGS REPORT
028-14616
N
Ken Pyle
Chief Compliance Officer
913-356-5504
/s/ Ken Pyle
Overland Park
KS
04-29-2021
0
3256
49634772
INFORMATION TABLE
2
infotable.xml
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BLMBRG BRC CNVRT
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SOLE
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CPInstitutional
TIPS BD ETF
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29196
SH
SOLE
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0
29196
CPInstitutional
FTSE DEV MKT ETF
921943858
29282
596253
SH
SOLE
0
0
596253
CPInstitutional
COM
037833100
308
2521
SH
SOLE
0
0
2521
CPInstitutional
INNOVATION ETF
00214Q104
215
1792
SH
SOLE
0
0
1792
CPInstitutional
SHORT TRM BOND
921937827
702
8540
SH
SOLE
0
0
8540
CPInstitutional
INTL DEV RE ETF
464288489
10008
362870
SH
SOLE
0
0
362870
CPInstitutional
RUS 2000 GRW ETF
464287648
7157
23799
SH
SOLE
0
0
23799
CPInstitutional
VALUE ETF
922908744
1390
10573
SH
SOLE
0
0
10573
CPInstitutional
CORE MSCI EMKT
46434G103
589
9152
SH
SOLE
0
0
9152
CPInstitutional
PFD AND INCM SEC
464288687
6626
172543
SH
SOLE
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CPInstitutional
COM
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SH
SOLE
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CPInstitutional
COM
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CPInstitutional
REAL ESTATE ETF
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14450
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SH
SOLE
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CPInstitutional
3 7 YR TREAS BD
464288661
701
5394
SH
SOLE
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5394
CPInstitutional
RUS 1000 VAL ETF
464287598
52459
346149
SH
SOLE
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346149
CPInstitutional
MID CAP ETF
922908629
13991
63210
SH
SOLE
0
0
63210
CPInstitutional
CL A NEW
594972408
426
628
SH
SOLE
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628
CPInstitutional
TOTAL BND MRKT
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482
5691
SH
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5691
CPInstitutional
TOTAL STK MKT
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14272
69052
SH
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CPInstitutional
CORE US AGGBD ET
464287226
12816
112588
SH
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112588
CPInstitutional
IBOXX HI YD ETF
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6311
72394
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CPInstitutional
MCAP VL IDXVIP
922908512
27466
203647
SH
SOLE
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CPInstitutional
HIGH DIV YLD
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3804
SH
SOLE
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CPInstitutional
FTSE SMCAP ETF
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2158
SH
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2158
CPInstitutional
RUS 1000 GRW ETF
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46734
192289
SH
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CPInstitutional
UNIT
46138B103
14351
863978
SH
SOLE
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PORTFOLIO AGRGTE
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CPInstitutional
PORTFOLIO EMG MK
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SH
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48038
CPInstitutional
BLOMBERG INTL TR
78464A516
6450
221330
SH
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CPInstitutional
MSCI EAFE ETF
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31573
416152
SH
SOLE
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0
416152
CPInstitutional
RUS MD CP GR ETF
464287481
26036
255106
SH
SOLE
0
0
255106
CPInstitutional
EAFE VALUE ETF
464288877
268
5252
SH
SOLE
0
0
5252
CPInstitutional
SHORT TERM TREAS
92206C102
6671
108441
SH
SOLE
0
0
108441
CPInstitutional
CORE S&P500 ETF
464287200
39659
99692
SH
SOLE
0
0
99692
CPInstitutional
TOTAL WLD BD ETF
92206C565
424
5326
SH
SOLE
0
0
5326
CPInstitutional
INT-TERM CORP
92206C870
4152
44627
SH
SOLE
0
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44627
CPInstitutional
SM CP VAL ETF
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2725
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SH
SOLE
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UT SER 1
78467X109
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SH
SOLE
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MSCI HONG KG ETF
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222
8334
SH
SOLE
0
0
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CreativePlanning
MSCI JPN ETF NEW
46434G822
872
12726
SH
SOLE
0
0
12726
CreativePlanning
MSCI EURZONE ETF
464286608
441
9496
SH
SOLE
0
0
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CreativePlanning
CORE S&P MCP ETF
464287507
248654
955332
SH
SOLE
0
0
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CreativePlanning
S&P MC 400VL ETF
464287705
6337
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SH
SOLE
0
0
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CreativePlanning
S&P MC 400GR ETF
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15454
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SH
SOLE
0
0
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CreativePlanning
CORE S&P SCP ETF
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92281
850281
SH
SOLE
0
0
850281
CreativePlanning
SP SMCP600VL ETF
464287879
16764
166406
SH
SOLE
0
0
166406
CreativePlanning
S&P SML 600 GWT
464287887
12144
94707
SH
SOLE
0
0
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CreativePlanning
S&P 500 VAL ETF
464287408
13155
93141
SH
SOLE
0
0
93141
CreativePlanning
CORE S&P500 ETF
464287200
5302850
13329771
SH
SOLE
0
0
13329771
CreativePlanning
S&P 500 GRWT ETF
464287309
32253
495359
SH
SOLE
0
0
495359
CreativePlanning
RUS 1000 ETF
464287622
109129
487554
SH
SOLE
0
0
487554
CreativePlanning
RUS 1000 VAL ETF
464287598
73248
483328
SH
SOLE
0
0
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CreativePlanning
RUS 1000 GRW ETF
464287614
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346590
SH
SOLE
0
0
346590
CreativePlanning
RUSSELL 2000 ETF
464287655
40386
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SH
SOLE
0
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CreativePlanning
RUS 2000 VAL ETF
464287630
4367
27384
SH
SOLE
0
0
27384
CreativePlanning
RUSSELL 3000 ETF
464287689
5442
22938
SH
SOLE
0
0
22938
CreativePlanning
CORE S&P US VLU
464287663
4303
62458
SH
SOLE
0
0
62458
CreativePlanning
CORE S&P US GWT
464287671
4597
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SH
SOLE
0
0
50634
CreativePlanning
U.S. REAL ES ETF
464287739
1004
10925
SH
SOLE
0
0
10925
CreativePlanning
DOW JONES US ETF
464287846
3692
36968
SH
SOLE
0
0
36968
CreativePlanning
UTSER1 S&PDCRP
78467Y107
56210
118076
SH
SOLE
0
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CreativePlanning
TR UNIT
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SH
SOLE
0
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CreativePlanning
SBI INT-UTILS
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SH
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0
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CreativePlanning
GLB CNSM STP ETF
464288737
4586
78935
SH
SOLE
0
0
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CreativePlanning
COM
00846U101
2810
22100
SH
SOLE
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM NEW
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2250
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SH
SOLE
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
CL B NEW
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SH
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CreativePlanning
COM
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521
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
SH BEN INT
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SH
SOLE
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CreativePlanning
COM
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SH
SOLE
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CreativePlanning
COM
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SH
SOLE
0
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CreativePlanning
ADR B SEK 10
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1120
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SH
SOLE
0
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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380
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SH
SOLE
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CreativePlanning
COM STK
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203
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SH
SOLE
0
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19850
CreativePlanning
COM
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SH
SOLE
0
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
SHS
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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CreativePlanning
COM
53223X107
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SH
SOLE
0
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CreativePlanning
SPONSORED ADS
881624209
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SH
SOLE
0
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170564
CreativePlanning
UNIT SER 1
46090E103
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397457
SH
SOLE
0
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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CreativePlanning
COM
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SH
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CreativePlanning
COM
086516101
6632
57768
SH
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CreativePlanning
SPONSORED ADR
055622104
6097
250392
SH
SOLE
0
0
250392
CreativePlanning
COM
205887102
3038
80785
SH
SOLE
0
0
80785
CreativePlanning
CL A
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5195
143506
SH
SOLE
0
0
143506
CreativePlanning
COM
278642103
2100
34293
SH
SOLE
0
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34293
CreativePlanning
COM
35952H601
895
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SH
SOLE
0
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62134
CreativePlanning
COM
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23276
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SH
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0
0
454964
CreativePlanning
COM
31428X106
10247
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SH
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CreativePlanning
COM
440452100
9259
193775
SH
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0
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193775
CreativePlanning
COM
372460105
1502
12998
SH
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12998
CreativePlanning
SPONSORED ADR
37733W105
4177
117034
SH
SOLE
0
0
117034
CreativePlanning
COM
384802104
2408
6005
SH
SOLE
0
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CreativePlanning
COM
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79012
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SH
SOLE
0
0
1234569
CreativePlanning
COM
452308109
16500
74484
SH
SOLE
0
0
74484
CreativePlanning
RUS 2000 GRW ETF
464287648
15877
52792
SH
SOLE
0
0
52792
CreativePlanning
COM
493267108
1437
71917
SH
SOLE
0
0
71917
CreativePlanning
COM
502175102
891
21348
SH
SOLE
0
0
21348
CreativePlanning
SPONSORED ADR
654902204
463
116945
SH
SOLE
0
0
116945
CreativePlanning
COM
651229106
1487
55510
SH
SOLE
0
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CreativePlanning
COM
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SH
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CreativePlanning
COM
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SH
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0
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CreativePlanning
COM
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SH
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0
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CreativePlanning
COM
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SH
SOLE
0
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CreativePlanning
COM
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SH
SOLE
0
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CreativePlanning
COM
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3315
25000
SH
SOLE
0
0
25000
CreativePlanning
NY REGISTRY
861012102
748
19522
SH
SOLE
0
0
19522
CreativePlanning
COM
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10941
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SH
SOLE
0
0
138951
CreativePlanning
COM NEW
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17876
323198
SH
SOLE
0
0
323198
CreativePlanning
SH BEN INT NEW
409735206
233
6055
SH
SOLE
0
0
6055
CreativePlanning
COM
00548F105
198
13429
SH
SOLE
0
0
13429
CreativePlanning
COM
478160104
97989
596223
SH
SOLE
0
0
596223
CreativePlanning
SHS
G5960L103
17167
145323
SH
SOLE
0
0
145323
CreativePlanning
COM
717081103
35727
986114
SH
SOLE
0
0
986114
CreativePlanning
COM
281020107
2248
38355
SH
SOLE
0
0
38355
CreativePlanning
COM
30161N101
3458
79054
SH
SOLE
0
0
79054
CreativePlanning
COM
767754872
1237
60464
SH
SOLE
0
0
60464
CreativePlanning
COM
501044101
5031
139776
SH
SOLE
0
0
139776
CreativePlanning
CL A
36269P104
270
22690
SH
SOLE
0
0
22690
CreativePlanning
COM
48203R104
327
12926
SH
SOLE
0
0
12926
CreativePlanning
COM
548661107
30003
157763
SH
SOLE
0
0
157763
CreativePlanning
MSCI EAFE ETF
464287465
183409
2417415
SH
SOLE
0
0
2417415
CreativePlanning
COM
03073E105
1919
16251
SH
SOLE
0
0
16251
CreativePlanning
COM
166764100
37635
359144
SH
SOLE
0
0
359144
CreativePlanning
COM NEW
620076307
1497
7962
SH
SOLE
0
0
7962
CreativePlanning
COM
594918104
347473
1473781
SH
SOLE
0
0
1473781
CreativePlanning
MSCI PAC JP ETF
464286665
335
6678
SH
SOLE
0
0
6678
CreativePlanning
SPONSORED ADR
92857W308
1583
85902
SH
SOLE
0
0
85902
CreativePlanning
CL B
911312106
39753
233853
SH
SOLE
0
0
233853
CreativePlanning
COM
00206R102
40159
1326680
SH
SOLE
0
0
1326680
CreativePlanning
COM
744320102
3212
35261
SH
SOLE
0
0
35261
CreativePlanning
COM
89832Q109
16573
284182
SH
SOLE
0
0
284182
CreativePlanning
COM
62886E108
422
11114
SH
SOLE
0
0
11114
CreativePlanning
COM NEW
172967424
14036
192940
SH
SOLE
0
0
192940
CreativePlanning
COM
457187102
1995
22183
SH
SOLE
0
0
22183
CreativePlanning
COM
17275R102
36465
705192
SH
SOLE
0
0
705192
CreativePlanning
COM
248019101
7020
167302
SH
SOLE
0
0
167302
CreativePlanning
COM
23325P104
536
54222
SH
SOLE
0
0
54222
CreativePlanning
COM
459200101
25003
187622
SH
SOLE
0
0
187622
CreativePlanning
COM
191216100
98933
1876928
SH
SOLE
0
0
1876928
CreativePlanning
COM
539830109
17509
47386
SH
SOLE
0
0
47386
CreativePlanning
COM
713448108
123914
876025
SH
SOLE
0
0
876025
CreativePlanning
COM
693506107
5466
36374
SH
SOLE
0
0
36374
CreativePlanning
COM
863667101
10350
42492
SH
SOLE
0
0
42492
CreativePlanning
SHS
G51502105
2924
49006
SH
SOLE
0
0
49006
CreativePlanning
COM
92343V104
40968
704531
SH
SOLE
0
0
704531
CreativePlanning
S&P 600 SMCP VAL
78464A300
2319
28286
SH
SOLE
0
0
28286
CreativePlanning
S&P 600 SMCP GRW
78464A201
1377
16035
SH
SOLE
0
0
16035
CreativePlanning
PRTFLO S&P500 GW
78464A409
12099
214513
SH
SOLE
0
0
214513
CreativePlanning
MSCI AUST ETF
464286103
798
32208
SH
SOLE
0
0
32208
CreativePlanning
MSCI GERMANY ETF
464286806
383
11466
SH
SOLE
0
0
11466
CreativePlanning
MSCI CDA ETF
464286509
760
22322
SH
SOLE
0
0
22322
CreativePlanning
RUS MID CAP ETF
464287499
22140
299476
SH
SOLE
0
0
299476
CreativePlanning
RUS MD CP GR ETF
464287481
39682
388807
SH
SOLE
0
0
388807
CreativePlanning
RUS MDCP VAL ETF
464287473
7908
72353
SH
SOLE
0
0
72353
CreativePlanning
PORTFOLI S&P1500
78464A805
8659
176025
SH
SOLE
0
0
176025
CreativePlanning
GLOBAL 100 ETF
464287572
2546
38564
SH
SOLE
0
0
38564
CreativePlanning
COHEN STEER REIT
464287564
27482
475388
SH
SOLE
0
0
475388
CreativePlanning
DJ REIT ETF
78464A607
14175
149728
SH
SOLE
0
0
149728
CreativePlanning
GLOBAL ENERG ETF
464287341
263
10654
SH
SOLE
0
0
10654
CreativePlanning
GLOB HLTHCRE ETF
464287325
915
11874
SH
SOLE
0
0
11874
CreativePlanning
GLOBAL TECH ETF
464287291
1363
4429
SH
SOLE
0
0
4429
CreativePlanning
U.S. CNSM SV ETF
464287580
383
5123
SH
SOLE
0
0
5123
CreativePlanning
U.S. CNSM GD ETF
464287812
229
1295
SH
SOLE
0
0
1295
CreativePlanning
U.S. ENERGY ETF
464287796
1387
52869
SH
SOLE
0
0
52869
CreativePlanning
U.S. FINLS ETF
464287788
1225
16359
SH
SOLE
0
0
16359
CreativePlanning
US HLTHCARE ETF
464287762
1572
6227
SH
SOLE
0
0
6227
CreativePlanning
US INDUSTRIALS
464287754
364
3448
SH
SOLE
0
0
3448
CreativePlanning
U.S. TECH ETF
464287721
9801
111760
SH
SOLE
0
0
111760
CreativePlanning
SBI MATERIALS
81369Y100
948
12031
SH
SOLE
0
0
12031
CreativePlanning
ENERGY
81369Y506
5392
109916
SH
SOLE
0
0
109916
CreativePlanning
SBI INT-FINL
81369Y605
6147
180542
SH
SOLE
0
0
180542
CreativePlanning
SBI INT-INDS
81369Y704
8853
89922
SH
SOLE
0
0
89922
CreativePlanning
TECHNOLOGY
81369Y803
21324
160557
SH
SOLE
0
0
160557
CreativePlanning
SBI CONS STPLS
81369Y308
10758
157490
SH
SOLE
0
0
157490
CreativePlanning
SBI HEALTHCARE
81369Y209
7705
66005
SH
SOLE
0
0
66005
CreativePlanning
SBI CONS DISCR
81369Y407
5818
34618
SH
SOLE
0
0
34618
CreativePlanning
NASDAQ BIOTECH
464287556
8107
53848
SH
SOLE
0
0
53848
CreativePlanning
EXPND TEC SC ETF
464287549
686
1902
SH
SOLE
0
0
1902
CreativePlanning
NYSE TECH ETF
78464A102
508
3513
SH
SOLE
0
0
3513
CreativePlanning
MSCI TAIWAN ETF
46434G772
507
8454
SH
SOLE
0
0
8454
CreativePlanning
MSCI BRAZIL ETF
464286400
264
7892
SH
SOLE
0
0
7892
CreativePlanning
MSCI SWITZERLAND
464286749
1048
23697
SH
SOLE
0
0
23697
CreativePlanning
MSCI UK ETF NEW
46435G334
2860
91334
SH
SOLE
0
0
91334
CreativePlanning
U.S. FIN SVC ETF
464287770
387
2257
SH
SOLE
0
0
2257
CreativePlanning
MSCI STH KOR ETF
464286772
330
3674
SH
SOLE
0
0
3674
CreativePlanning
COM NEW
72919P202
1850
51608
SH
SOLE
0
0
51608
CreativePlanning
DIV APP ETF
921908844
70025
476100
SH
SOLE
0
0
476100
CreativePlanning
COM
808513105
87898
1348544
SH
SOLE
0
0
1348544
CreativePlanning
COM
931427108
5630
102553
SH
SOLE
0
0
102553
CreativePlanning
COM
031100100
3285
25717
SH
SOLE
0
0
25717
CreativePlanning
COM
244199105
20088
53690
SH
SOLE
0
0
53690
CreativePlanning
COM
060505104
58085
1501287
SH
SOLE
0
0
1501287
CreativePlanning
COM
855244109
35549
325331
SH
SOLE
0
0
325331
CreativePlanning
COM
032654105
4168
26877
SH
SOLE
0
0
26877
CreativePlanning
COM
053015103
15735
83487
SH
SOLE
0
0
83487
CreativePlanning
NY REGISTRY SHS
007924103
306
64646
SH
SOLE
0
0
64646
CreativePlanning
COM
30231G102
67460
1208311
SH
SOLE
0
0
1208311
CreativePlanning
COM
001055102
10036
196095
SH
SOLE
0
0
196095
CreativePlanning
COM
955306105
1051
3729
SH
SOLE
0
0
3729
CreativePlanning
COM
931142103
50014
368212
SH
SOLE
0
0
368212
CreativePlanning
COM
038222105
14160
105990
SH
SOLE
0
0
105990
CreativePlanning
COM
036752103
8268
23033
SH
SOLE
0
0
23033
CreativePlanning
COM
929740108
450
5680
SH
SOLE
0
0
5680
CreativePlanning
COM
907818108
57425
260536
SH
SOLE
0
0
260536
CreativePlanning
SPON ADR NEW
904767704
3945
70667
SH
SOLE
0
0
70667
CreativePlanning
SPONSORED ADR
046353108
3286
66082
SH
SOLE
0
0
66082
CreativePlanning
COM
882508104
22712
120177
SH
SOLE
0
0
120177
CreativePlanning
COM
071813109
5535
65628
SH
SOLE
0
0
65628
CreativePlanning
SPONSORED ADS
874039100
15237
128821
SH
SOLE
0
0
128821
CreativePlanning
ADR
06738E204
598
58425
SH
SOLE
0
0
58425
CreativePlanning
CL A
104674106
214
4006
SH
SOLE
0
0
4006
CreativePlanning
SPONSORED ADR
03524A108
6295
100159
SH
SOLE
0
0
100159
CreativePlanning
COM
099724106
2612
56346
SH
SOLE
0
0
56346
CreativePlanning
COM
14149Y108
1302
21424
SH
SOLE
0
0
21424
CreativePlanning
SPONSORED ADS
89151E109
1556
33444
SH
SOLE
0
0
33444
CreativePlanning
COM
200525103
12785
166879
SH
SOLE
0
0
166879
CreativePlanning
COM
87612E106
15984
80701
SH
SOLE
0
0
80701
CreativePlanning
COM
229899109
318
2925
SH
SOLE
0
0
2925
CreativePlanning
COM
194162103
7558
95871
SH
SOLE
0
0
95871
CreativePlanning
COM
14040H105
2005
15755
SH
SOLE
0
0
15755
CreativePlanning
COM
500255104
2474
41503
SH
SOLE
0
0
41503
CreativePlanning
COM
127097103
351
18685
SH
SOLE
0
0
18685
CreativePlanning
COM
22160K105
42280
119951
SH
SOLE
0
0
119951
CreativePlanning
COM
537008104
215
814
SH
SOLE
0
0
814
CreativePlanning
COM
532457108
68884
368718
SH
SOLE
0
0
368718
CreativePlanning
COM
126650100
11618
154430
SH
SOLE
0
0
154430
CreativePlanning
COM
25746U109
8061
106122
SH
SOLE
0
0
106122
CreativePlanning
NAMEN AKT
D18190898
183
15249
SH
SOLE
0
0
15249
CreativePlanning
COM
857477103
681
8109
SH
SOLE
0
0
8109
CreativePlanning
SPON ADR NEW
25243Q205
4361
26557
SH
SOLE
0
0
26557
CreativePlanning
COM
554382101
4605
393601
SH
SOLE
0
0
393601
CreativePlanning
COM
74834L100
1160
9038
SH
SOLE
0
0
9038
CreativePlanning
COM
806857108
2312
85046
SH
SOLE
0
0
85046
CreativePlanning
COM
235851102
10653
47331
SH
SOLE
0
0
47331
CreativePlanning
COM
58155Q103
3523
18062
SH
SOLE
0
0
18062
CreativePlanning
COM
58933Y105
34076
442033
SH
SOLE
0
0
442033
CreativePlanning
COM
595112103
7618
86357
SH
SOLE
0
0
86357
CreativePlanning
COM NEW
617446448
9236
118923
SH
SOLE
0
0
118923
CreativePlanning
SPONSORED ADR
66987V109
7372
86243
SH
SOLE
0
0
86243
CreativePlanning
COM
29364G103
1193
11996
SH
SOLE
0
0
11996
CreativePlanning
COM
754730109
2857
23309
SH
SOLE
0
0
23309
CreativePlanning
COM
316773100
2184
58318
SH
SOLE
0
0
58318
CreativePlanning
COM
343498101
3536
148587
SH
SOLE
0
0
148587
CreativePlanning
COM
727493108
450
11568
SH
SOLE
0
0
11568
CreativePlanning
COM
360271100
243
14294
SH
SOLE
0
0
14294
CreativePlanning
COM
742718109
131676
972279
SH
SOLE
0
0
972279
CreativePlanning
COM
369604103
13508
1028827
SH
SOLE
0
0
1028827
CreativePlanning
COM
494368103
8169
58745
SH
SOLE
0
0
58745
CreativePlanning
COM
375558103
9866
152653
SH
SOLE
0
0
152653
CreativePlanning
COM
38141G104
11472
35084
SH
SOLE
0
0
35084
CreativePlanning
SPON ADR NEW
404280406
1300
44598
SH
SOLE
0
0
44598
CreativePlanning
COM
45167R104
706
3371
SH
SOLE
0
0
3371
CreativePlanning
COM
437076102
95073
311460
SH
SOLE
0
0
311460
CreativePlanning
SPONSORED ADR
456837103
178
14568
SH
SOLE
0
0
14568
CreativePlanning
SHS
G8994E103
2604
15728
SH
SOLE
0
0
15728
CreativePlanning
COM
466313103
972
18626
SH
SOLE
0
0
18626
CreativePlanning
COM
412822108
815
20313
SH
SOLE
0
0
20313
CreativePlanning
COM
580135101
54282
242179
SH
SOLE
0
0
242179
CreativePlanning
CL B
654106103
24184
181981
SH
SOLE
0
0
181981
CreativePlanning
COM
46625H100
92133
605221
SH
SOLE
0
0
605221
CreativePlanning
COM
82968B103
8197
1346052
SH
SOLE
0
0
1346052
CreativePlanning
COM
95058W100
3665
180902
SH
SOLE
0
0
180902
CreativePlanning
COM
872540109
9818
148421
SH
SOLE
0
0
148421
CreativePlanning
ORD
Y2573F102
2871
156780
SH
SOLE
0
0
156780
CreativePlanning
CL A
609207105
12032
205572
SH
SOLE
0
0
205572
CreativePlanning
COM
003009107
58
14281
SH
SOLE
0
0
14281
CreativePlanning
COM
40434L105
3749
118089
SH
SOLE
0
0
118089
CreativePlanning
COM
09857L108
5384
2311
SH
SOLE
0
0
2311
CreativePlanning
SHS
G96629103
4313
18844
SH
SOLE
0
0
18844
CreativePlanning
COM
969457100
2397
101180
SH
SOLE
0
0
101180
CreativePlanning
COM
668771108
432
20304
SH
SOLE
0
0
20304
CreativePlanning
COM
949746101
19975
511266
SH
SOLE
0
0
511266
CreativePlanning
1 3 YR TREAS BD
464287457
11175
129569
SH
SOLE
0
0
129569
CreativePlanning
BARCLAYS 7 10 YR
464287440
6200
54905
SH
SOLE
0
0
54905
CreativePlanning
20 YR TR BD ETF
464287432
2971
21937
SH
SOLE
0
0
21937
CreativePlanning
IBOXX INV CP ETF
464287242
9614
73924
SH
SOLE
0
0
73924
CreativePlanning
COM
864159108
971
14698
SH
SOLE
0
0
14698
CreativePlanning
COM
775711104
866
25145
SH
SOLE
0
0
25145
CreativePlanning
COM
219350105
5715
131339
SH
SOLE
0
0
131339
CreativePlanning
COM
743315103
1860
19457
SH
SOLE
0
0
19457
CreativePlanning
COM
98389B100
6476
97372
SH
SOLE
0
0
97372
CreativePlanning
COM
337738108
13002
109225
SH
SOLE
0
0
109225
CreativePlanning
COM
37940X102
34618
171734
SH
SOLE
0
0
171734
CreativePlanning
COM
382550101
211
12037
SH
SOLE
0
0
12037
CreativePlanning
COM
345370860
7200
587730
SH
SOLE
0
0
587730
CreativePlanning
COM
91324P102
38556
103626
SH
SOLE
0
0
103626
CreativePlanning
COM
83001A102
327
7035
SH
SOLE
0
0
7035
CreativePlanning
COM
844741108
16356
267869
SH
SOLE
0
0
267869
CreativePlanning
COM
225447101
451
4167
SH
SOLE
0
0
4167
CreativePlanning
COM
723787107
3548
22340
SH
SOLE
0
0
22340
CreativePlanning
COM
84857L101
286
3872
SH
SOLE
0
0
3872
CreativePlanning
COM
69047Q102
413
17334
SH
SOLE
0
0
17334
CreativePlanning
SHS CLASS A
G1151C101
27461
99408
SH
SOLE
0
0
99408
CreativePlanning
COM
03027X100
11206
46877
SH
SOLE
0
0
46877
CreativePlanning
COM
22822V101
5035
29252
SH
SOLE
0
0
29252
CreativePlanning
COM
98956P102
2355
14713
SH
SOLE
0
0
14713
CreativePlanning
COM
75513E101
16849
218050
SH
SOLE
0
0
218050
CreativePlanning
CL B
314211103
685
21881
SH
SOLE
0
0
21881
CreativePlanning
COM
459506101
1090
7811
SH
SOLE
0
0
7811
CreativePlanning
COM
461202103
21277
55545
SH
SOLE
0
0
55545
CreativePlanning
CL A
571903202
5712
38564
SH
SOLE
0
0
38564
CreativePlanning
COM
571748102
3977
32652
SH
SOLE
0
0
32652
CreativePlanning
COM
88579Y101
25348
131555
SH
SOLE
0
0
131555
CreativePlanning
COM
57772K101
1041
11389
SH
SOLE
0
0
11389
CreativePlanning
COM
681919106
695
9371
SH
SOLE
0
0
9371
CreativePlanning
COM
256746108
706
6170
SH
SOLE
0
0
6170
CreativePlanning
COM
G4388N106
16678
79171
SH
SOLE
0
0
79171
CreativePlanning
COM
364760108
282
9465
SH
SOLE
0
0
9465
CreativePlanning
COM
012653101
968
6622
SH
SOLE
0
0
6622
CreativePlanning
CL A
20030N101
20054
370618
SH
SOLE
0
0
370618
CreativePlanning
COM
983919101
1589
12827
SH
SOLE
0
0
12827
CreativePlanning
SPONSORED ADS
783513203
635
5525
SH
SOLE
0
0
5525
CreativePlanning
COM
067901108
1426
72042
SH
SOLE
0
0
72042
CreativePlanning
COM
109641100
427
6006
SH
SOLE
0
0
6006
CreativePlanning
TOTAL STK MKT
922908769
1346367
6513945
SH
SOLE
0
0
6513945
CreativePlanning
COM
94106L109
11098
86018
SH
SOLE
0
0
86018
CreativePlanning
COM
883203101
967
17241
SH
SOLE
0
0
17241
CreativePlanning
COM NEW
832696405
1117
8828
SH
SOLE
0
0
8828
CreativePlanning
COM
655844108
12090
45024
SH
SOLE
0
0
45024
CreativePlanning
COM
50181P100
9353
534446
SH
SOLE
0
0
534446
CreativePlanning
COM
446150104
2116
134620
SH
SOLE
0
0
134620
CreativePlanning
COM
44107P104
262
15570
SH
SOLE
0
0
15570
CreativePlanning
COM
95040Q104
2244
31333
SH
SOLE
0
0
31333
CreativePlanning
COM
337932107
951
27408
SH
SOLE
0
0
27408
CreativePlanning
COM
65339F101
32333
427626
SH
SOLE
0
0
427626
CreativePlanning
COM NEW
26441C204
20729
214739
SH
SOLE
0
0
214739
CreativePlanning
COM
228368106
422
4349
SH
SOLE
0
0
4349
CreativePlanning
CL A
21036P108
4229
18547
SH
SOLE
0
0
18547
CreativePlanning
COM
20825C104
7578
143059
SH
SOLE
0
0
143059
CreativePlanning
COM
126408103
14825
153758
SH
SOLE
0
0
153758
CreativePlanning
COM
037833100
975287
7984343
SH
SOLE
0
0
7984343
CreativePlanning
COM
02376R102
5967
249681
SH
SOLE
0
0
249681
CreativePlanning
COM
020002101
4057
35308
SH
SOLE
0
0
35308
CreativePlanning
COM
199908104
495
6621
SH
SOLE
0
0
6621
CreativePlanning
SPONSORED ADR
413216300
98
22404
SH
SOLE
0
0
22404
CreativePlanning
COM
496902404
133
19931
SH
SOLE
0
0
19931
CreativePlanning
COM
018802108
2274
41978
SH
SOLE
0
0
41978
CreativePlanning
COM
512807108
8846
14862
SH
SOLE
0
0
14862
CreativePlanning
COM
69327R101
238
6918
SH
SOLE
0
0
6918
CreativePlanning
COM
749685103
1927
20976
SH
SOLE
0
0
20976
CreativePlanning
COM
817565104
630
12344
SH
SOLE
0
0
12344
CreativePlanning
COM
030420103
3638
24264
SH
SOLE
0
0
24264
CreativePlanning
COM
134429109
1428
28402
SH
SOLE
0
0
28402
CreativePlanning
COM
912909108
1414
54023
SH
SOLE
0
0
54023
CreativePlanning
COM
19247L106
1056
75836
SH
SOLE
0
0
75836
CreativePlanning
COM
09228F103
110
13107
SH
SOLE
0
0
13107
CreativePlanning
COM
681936100
1062
28995
SH
SOLE
0
0
28995
CreativePlanning
SH BEN INT
133131102
264
2404
SH
SOLE
0
0
2404
CreativePlanning
PRTFLO S&P500 VL
78464A508
1749
46142
SH
SOLE
0
0
46142
CreativePlanning
COM
149123101
36352
156776
SH
SOLE
0
0
156776
CreativePlanning
COM NEW
264411505
928
22124
SH
SOLE
0
0
22124
CreativePlanning
CONSUM STP ETF
92204A207
3131
17567
SH
SOLE
0
0
17567
CreativePlanning
COM
91347P105
2439
10302
SH
SOLE
0
0
10302
CreativePlanning
COM
460146103
1396
25810
SH
SOLE
0
0
25810
CreativePlanning
COM
45168D104
5827
11909
SH
SOLE
0
0
11909
CreativePlanning
COM
49456B101
2923
175529
SH
SOLE
0
0
175529
CreativePlanning
COM NEW
12541W209
1721
18037
SH
SOLE
0
0
18037
CreativePlanning
COM
03743Q108
381
21288
SH
SOLE
0
0
21288
CreativePlanning
COM
867224107
333
15955
SH
SOLE
0
0
15955
CreativePlanning
COM
46131H107
90
21400
SH
SOLE
0
0
21400
CreativePlanning
MSCI EMG MKT ETF
464287234
35266
661159
SH
SOLE
0
0
661159
CreativePlanning
COM
29261A100
484
5908
SH
SOLE
0
0
5908
CreativePlanning
COM
670837103
1808
55886
SH
SOLE
0
0
55886
CreativePlanning
COM
69351T106
1832
63508
SH
SOLE
0
0
63508
CreativePlanning
COM
55616P104
456
28140
SH
SOLE
0
0
28140
CreativePlanning
EXTEND MKT ETF
922908652
24788
140116
SH
SOLE
0
0
140116
CreativePlanning
COM
285512109
2700
19947
SH
SOLE
0
0
19947
CreativePlanning
COM
874054109
1318
7460
SH
SOLE
0
0
7460
CreativePlanning
COM
876030107
608
14755
SH
SOLE
0
0
14755
CreativePlanning
COM
233331107
5382
40427
SH
SOLE
0
0
40427
CreativePlanning
S&P500 EQL WGT
46137V357
34123
240880
SH
SOLE
0
0
240880
CreativePlanning
SHS
G01767105
257
13784
SH
SOLE
0
0
13784
CreativePlanning
COM
428567101
1231
17875
SH
SOLE
0
0
17875
CreativePlanning
COM
45867G101
568
8954
SH
SOLE
0
0
8954
CreativePlanning
COM
902104108
363
5312
SH
SOLE
0
0
5312
CreativePlanning
COM
06417N103
220
5386
SH
SOLE
0
0
5386
CreativePlanning
COM
816300107
1931
26619
SH
SOLE
0
0
26619
CreativePlanning
COM
177376100
1600
11400
SH
SOLE
0
0
11400
CreativePlanning
COM
989701107
949
17259
SH
SOLE
0
0
17259
CreativePlanning
COM
H1467J104
3637
23026
SH
SOLE
0
0
23026
CreativePlanning
COM
294429105
1922
10609
SH
SOLE
0
0
10609
CreativePlanning
COM
501797104
1001
16180
SH
SOLE
0
0
16180
CreativePlanning
DEPOSITRY UNIT
150185106
485
9769
SH
SOLE
0
0
9769
CreativePlanning
COM
25179M103
1152
52707
SH
SOLE
0
0
52707
CreativePlanning
COM
406216101
2153
100336
SH
SOLE
0
0
100336
CreativePlanning
COM
778296103
2114
17629
SH
SOLE
0
0
17629
CreativePlanning
COM
682189105
268
6451
SH
SOLE
0
0
6451
CreativePlanning
COM
278865100
3749
17515
SH
SOLE
0
0
17515
CreativePlanning
COM
83088M102
6578
35852
SH
SOLE
0
0
35852
CreativePlanning
COM
008252108
227
1523
SH
SOLE
0
0
1523
CreativePlanning
COM
880770102
652
5355
SH
SOLE
0
0
5355
CreativePlanning
PHLX SEMICND ETF
464287523
1853
4370
SH
SOLE
0
0
4370
CreativePlanning
EXPANDED TECH
464287515
2097
6142
SH
SOLE
0
0
6142
CreativePlanning
S&P 100 ETF
464287101
5695
31670
SH
SOLE
0
0
31670
CreativePlanning
COM
74460D109
2282
9247
SH
SOLE
0
0
9247
CreativePlanning
COM
315616102
310
1485
SH
SOLE
0
0
1485
CreativePlanning
COM
500600101
422
40248
SH
SOLE
0
0
40248
CreativePlanning
COM
64110D104
646
8888
SH
SOLE
0
0
8888
CreativePlanning
COM
V7780T103
4473
52244
SH
SOLE
0
0
52244
CreativePlanning
COM
92343E102
1887
9492
SH
SOLE
0
0
9492
CreativePlanning
COM
004225108
403
15631
SH
SOLE
0
0
15631
CreativePlanning
COM
008474108
262
4528
SH
SOLE
0
0
4528
CreativePlanning
COM
00130H105
295
11013
SH
SOLE
0
0
11013
CreativePlanning
SHS CL A
G0403H108
1666
7239
SH
SOLE
0
0
7239
CreativePlanning
COM
025816109
12377
87505
SH
SOLE
0
0
87505
CreativePlanning
COM
115236101
260
5690
SH
SOLE
0
0
5690
CreativePlanning
COM
22410J106
2053
11873
SH
SOLE
0
0
11873
CreativePlanning
COM
13645T100
9035
23820
SH
SOLE
0
0
23820
CreativePlanning
COM
172755100
666
7856
SH
SOLE
0
0
7856
CreativePlanning
SPONSORED ADR
225401108
151
14228
SH
SOLE
0
0
14228
CreativePlanning
COM
343412102
589
25517
SH
SOLE
0
0
25517
CreativePlanning
COM
362397101
374
54841
SH
SOLE
0
0
54841
CreativePlanning
COM
78377T107
286
3694
SH
SOLE
0
0
3694
CreativePlanning
COM
370334104
6708
109401
SH
SOLE
0
0
109401
CreativePlanning
CL A
36467W109
515
2715
SH
SOLE
0
0
2715
CreativePlanning
COM
422704106
216
37917
SH
SOLE
0
0
37917
CreativePlanning
COM
093671105
798
36627
SH
SOLE
0
0
36627
CreativePlanning
COM
460690100
686
23496
SH
SOLE
0
0
23496
CreativePlanning
COM
445658107
206
1229
SH
SOLE
0
0
1229
CreativePlanning
COM
501242101
1245
25347
SH
SOLE
0
0
25347
CreativePlanning
COM
651639106
2449
40634
SH
SOLE
0
0
40634
CreativePlanning
COM
680223104
452
20690
SH
SOLE
0
0
20690
CreativePlanning
COM
674599105
3364
126371
SH
SOLE
0
0
126371
CreativePlanning
COM
7591EP100
1836
88857
SH
SOLE
0
0
88857
CreativePlanning
SPONSORED ADR
835699307
6924
65313
SH
SOLE
0
0
65313
CreativePlanning
UNIT BEN INT
714236106
56
13961
SH
SOLE
0
0
13961
CreativePlanning
UNIT BEN INT
785688102
525
17282
SH
SOLE
0
0
17282
CreativePlanning
COM
023608102
2535
31156
SH
SOLE
0
0
31156
CreativePlanning
SPON ADR L SHS
02364W105
778
57302
SH
SOLE
0
0
57302
CreativePlanning
COM
039483102
2488
43646
SH
SOLE
0
0
43646
CreativePlanning
COM
05379B107
1622
33975
SH
SOLE
0
0
33975
CreativePlanning
SPONSORED ADR
05946K101
219
41945
SH
SOLE
0
0
41945
CreativePlanning
SPONSORED ADR
110448107
1733
44726
SH
SOLE
0
0
44726
CreativePlanning
COM
828806109
12379
108803
SH
SOLE
0
0
108803
CreativePlanning
SPON ADR NEW
151290889
151
21599
SH
SOLE
0
0
21599
CreativePlanning
COM
15189T107
1388
61269
SH
SOLE
0
0
61269
CreativePlanning
COM
82981J109
301
22203
SH
SOLE
0
0
22203
CreativePlanning
COM
28176E108
10091
120653
SH
SOLE
0
0
120653
CreativePlanning
COM
419870100
2136
48085
SH
SOLE
0
0
48085
CreativePlanning
COM
42250P103
1281
40360
SH
SOLE
0
0
40360
CreativePlanning
COM
487836108
1590
25126
SH
SOLE
0
0
25126
CreativePlanning
COM
49446R109
418
22297
SH
SOLE
0
0
22297
CreativePlanning
COM
540424108
346
6750
SH
SOLE
0
0
6750
CreativePlanning
COM
78409V104
7653
21689
SH
SOLE
0
0
21689
CreativePlanning
SPONSORED ADS
606822104
286
53227
SH
SOLE
0
0
53227
CreativePlanning
COM
69331C108
263
22476
SH
SOLE
0
0
22476
CreativePlanning
COM
744573106
3496
58063
SH
SOLE
0
0
58063
CreativePlanning
SPONSORED ADR
86562M209
317
43703
SH
SOLE
0
0
43703
CreativePlanning
SPONSORED ADR
879382208
154
33890
SH
SOLE
0
0
33890
CreativePlanning
COM NEW
88554D205
451
16448
SH
SOLE
0
0
16448
CreativePlanning
COM
16359R103
873
1899
SH
SOLE
0
0
1899
CreativePlanning
COM
775133101
219
1162
SH
SOLE
0
0
1162
CreativePlanning
COM NEW
018522300
1015
15110
SH
SOLE
0
0
15110
CreativePlanning
COM
277432100
888
8065
SH
SOLE
0
0
8065
CreativePlanning
COM
27828H105
906
71706
SH
SOLE
0
0
71706
CreativePlanning
SPONSORED ADS
29082A107
219
21898
SH
SOLE
0
0
21898
CreativePlanning
COM
338478100
554
23653
SH
SOLE
0
0
23653
CreativePlanning
COM
36240A101
85
12297
SH
SOLE
0
0
12297
CreativePlanning
COM
369550108
3446
18980
SH
SOLE
0
0
18980
CreativePlanning
NY REG SH NEW
500472303
1061
18597
SH
SOLE
0
0
18597
CreativePlanning
COM
72201B101
3819
209058
SH
SOLE
0
0
209058
CreativePlanning
COM
74251V102
991
16528
SH
SOLE
0
0
16528
CreativePlanning
COM NEW
88033G407
386
7422
SH
SOLE
0
0
7422
CreativePlanning
COM SHS
722014107
90
13379
SH
SOLE
0
0
13379
CreativePlanning
COM NEW
453838609
638
27000
SH
SOLE
0
0
27000
CreativePlanning
UNIT LTD PARTN
01881G106
751
18790
SH
SOLE
0
0
18790
CreativePlanning
COM
00971T101
574
5634
SH
SOLE
0
0
5634
CreativePlanning
COM
26875P101
2746
37857
SH
SOLE
0
0
37857
CreativePlanning
COM
92240M108
820
58788
SH
SOLE
0
0
58788
CreativePlanning
COM NEW
482480100
5366
16242
SH
SOLE
0
0
16242
CreativePlanning
SEMICONDUCTOR ET
92189F676
1204
4942
SH
SOLE
0
0
4942
CreativePlanning
COM
842587107
15508
249490
SH
SOLE
0
0
249490
CreativePlanning
COM
130788102
719
12759
SH
SOLE
0
0
12759
CreativePlanning
COM
053611109
1422
7741
SH
SOLE
0
0
7741
CreativePlanning
FTSE EMR MKT ETF
922042858
594156
11415110
SH
SOLE
0
0
11415110
CreativePlanning
COM
704326107
10469
106805
SH
SOLE
0
0
106805
CreativePlanning
COM
714046109
602
4691
SH
SOLE
0
0
4691
CreativePlanning
COM
88262P102
7426
4672
SH
SOLE
0
0
4672
CreativePlanning
COM
666807102
5928
18315
SH
SOLE
0
0
18315
CreativePlanning
MSCI AC ASIA ETF
464288182
381
4111
SH
SOLE
0
0
4111
CreativePlanning
COM
23355L106
717
22948
SH
SOLE
0
0
22948
CreativePlanning
CL A
084670108
79038
205
SH
SOLE
0
0
205
CreativePlanning
COM
243537107
580
1755
SH
SOLE
0
0
1755
CreativePlanning
SHS USD
G8473T100
772
4053
SH
SOLE
0
0
4053
CreativePlanning
COM
016255101
2983
5508
SH
SOLE
0
0
5508
CreativePlanning
COM
035710409
2457
285654
SH
SOLE
0
0
285654
CreativePlanning
COM
084423102
1036
13745
SH
SOLE
0
0
13745
CreativePlanning
COM
071734107
4402
138686
SH
SOLE
0
0
138686
CreativePlanning
COM
125523100
8380
34663
SH
SOLE
0
0
34663
CreativePlanning
COM
37637Q105
2032
35599
SH
SOLE
0
0
35599
CreativePlanning
COM
55306N104
340
1832
SH
SOLE
0
0
1832
CreativePlanning
SPONSORED ADS
82655M107
72
20500
SH
SOLE
0
0
20500
CreativePlanning
SHS NEW
N72482123
625
12834
SH
SOLE
0
0
12834
CreativePlanning
COM
G65773106
69
21330
SH
SOLE
0
0
21330
CreativePlanning
CL A
98156Q108
986
18165
SH
SOLE
0
0
18165
CreativePlanning
COM
958102105
5886
88178
SH
SOLE
0
0
88178
CreativePlanning
COM
941848103
503
1771
SH
SOLE
0
0
1771
CreativePlanning
COM
91913Y100
4398
61418
SH
SOLE
0
0
61418
CreativePlanning
COM
902252105
26388
62159
SH
SOLE
0
0
62159
CreativePlanning
COM
892356106
2666
15054
SH
SOLE
0
0
15054
CreativePlanning
COM
885160101
1060
7863
SH
SOLE
0
0
7863
CreativePlanning
COM
891092108
519
5030
SH
SOLE
0
0
5030
CreativePlanning
COM
773903109
5523
20807
SH
SOLE
0
0
20807
CreativePlanning
COM
770323103
335
4287
SH
SOLE
0
0
4287
CreativePlanning
COM
74838J101
1951
15247
SH
SOLE
0
0
15247
CreativePlanning
COM
723484101
1001
12305
SH
SOLE
0
0
12305
CreativePlanning
COM
697900108
371
12353
SH
SOLE
0
0
12353
CreativePlanning
COM
693475105
4437
25293
SH
SOLE
0
0
25293
CreativePlanning
COM
67103H107
5423
10690
SH
SOLE
0
0
10690
CreativePlanning
COM
64110L106
37006
70938
SH
SOLE
0
0
70938
CreativePlanning
COM
09254E103
204
14303
SH
SOLE
0
0
14303
CreativePlanning
COM NEW
594960304
12265
661205
SH
SOLE
0
0
661205
CreativePlanning
SH BEN INT
530158104
239
31260
SH
SOLE
0
0
31260
CreativePlanning
COM
526107107
871
2795
SH
SOLE
0
0
2795
CreativePlanning
COM
513847103
222
1267
SH
SOLE
0
0
1267
CreativePlanning
COM
466367109
223
2028
SH
SOLE
0
0
2028
CreativePlanning
COM
462222100
1986
44179
SH
SOLE
0
0
44179
CreativePlanning
COM
451107106
461
4608
SH
SOLE
0
0
4608
CreativePlanning
COM
44930G107
276
1345
SH
SOLE
0
0
1345
CreativePlanning
COM NEW
171779309
362
6617
SH
SOLE
0
0
6617
CreativePlanning
COM
191098102
573
1984
SH
SOLE
0
0
1984
CreativePlanning
COM
23331A109
1467
16455
SH
SOLE
0
0
16455
CreativePlanning
TR UNIT
85208R101
1422
81892
SH
SOLE
0
0
81892
CreativePlanning
COM
156782104
29481
410146
SH
SOLE
0
0
410146
CreativePlanning
COM
12572Q105
4722
23122
SH
SOLE
0
0
23122
CreativePlanning
COM
361448103
248
2675
SH
SOLE
0
0
2675
CreativePlanning
COM
371901109
964
27020
SH
SOLE
0
0
27020
CreativePlanning
UT LTD PART
01877R108
151
26080
SH
SOLE
0
0
26080
CreativePlanning
CORE US AGGBD ET
464287226
1898760
16680661
SH
SOLE
0
0
16680661
CreativePlanning
COM SH BEN INT
26884U109
1608
34508
SH
SOLE
0
0
34508
CreativePlanning
COM
83125X103
1143
7967
SH
SOLE
0
0
7967
CreativePlanning
COM
127387108
2826
20626
SH
SOLE
0
0
20626
CreativePlanning
COM
293306106
885
195841
SH
SOLE
0
0
195841
CreativePlanning
COM
101137107
2823
73042
SH
SOLE
0
0
73042
CreativePlanning
COM
477143101
985
48428
SH
SOLE
0
0
48428
CreativePlanning
COM
74340W103
2215
20895
SH
SOLE
0
0
20895
CreativePlanning
COM
053332102
2393
1704
SH
SOLE
0
0
1704
CreativePlanning
COM
233368109
190
16276
SH
SOLE
0
0
16276
CreativePlanning
COM
92936U109
2857
40369
SH
SOLE
0
0
40369
CreativePlanning
COM
09062X103
7154
25573
SH
SOLE
0
0
25573
CreativePlanning
COM NEW
733174700
362
5154
SH
SOLE
0
0
5154
CreativePlanning
SPONSORED ADR
38059T106
79
8313
SH
SOLE
0
0
8313
CreativePlanning
ADR
92937A102
675
10560
SH
SOLE
0
0
10560
CreativePlanning
COM NEW
50540R409
1635
6410
SH
SOLE
0
0
6410
CreativePlanning
SELECT DIVID ETF
464287168
28239
247498
SH
SOLE
0
0
247498
CreativePlanning
TIPS BD ETF
464287176
14812
118024
SH
SOLE
0
0
118024
CreativePlanning
COM NEW
87161C501
365
7981
SH
SOLE
0
0
7981
CreativePlanning
COM
665859104
997
9482
SH
SOLE
0
0
9482
CreativePlanning
COM
780910105
256
14131
SH
SOLE
0
0
14131
CreativePlanning
COM
55272X102
125
30660
SH
SOLE
0
0
30660
CreativePlanning
COM
724078100
229
2084
SH
SOLE
0
0
2084
CreativePlanning
UNIT 99/99/9999
143658300
9320
351151
SH
SOLE
0
0
351151
CreativePlanning
COM
189054109
4841
25099
SH
SOLE
0
0
25099
CreativePlanning
COM
806407102
356
5145
SH
SOLE
0
0
5145
CreativePlanning
COM
452327109
4799
12496
SH
SOLE
0
0
12496
CreativePlanning
CL A $1 PAR
828730200
486
16382
SH
SOLE
0
0
16382
CreativePlanning
COM
00507V109
5668
60948
SH
SOLE
0
0
60948
CreativePlanning
COM
237194105
2189
15414
SH
SOLE
0
0
15414
CreativePlanning
COM
929236107
716
2339
SH
SOLE
0
0
2339
CreativePlanning
COM
009158106
4115
14626
SH
SOLE
0
0
14626
CreativePlanning
COM
608190104
321
1668
SH
SOLE
0
0
1668
CreativePlanning
COM
92276F100
1372
25726
SH
SOLE
0
0
25726
CreativePlanning
COM
784635104
233
3993
SH
SOLE
0
0
3993
CreativePlanning
COM
001084102
382
2656
SH
SOLE
0
0
2656
CreativePlanning
COM
45073V108
487
5352
SH
SOLE
0
0
5352
CreativePlanning
COM
256677105
3119
15391
SH
SOLE
0
0
15391
CreativePlanning
COM
624756102
240
5800
SH
SOLE
0
0
5800
CreativePlanning
CL A
526057104
1070
10569
SH
SOLE
0
0
10569
CreativePlanning
COM
29670G102
3646
81471
SH
SOLE
0
0
81471
CreativePlanning
COM
92220P105
804
4554
SH
SOLE
0
0
4554
CreativePlanning
UNIT LTD PARTN
864482104
438
29531
SH
SOLE
0
0
29531
CreativePlanning
COM
78486Q101
2047
4146
SH
SOLE
0
0
4146
CreativePlanning
COM
01988P108
1801
119938
SH
SOLE
0
0
119938
CreativePlanning
COM
209115104
4604
61556
SH
SOLE
0
0
61556
CreativePlanning
COM
887389104
506
6238
SH
SOLE
0
0
6238
CreativePlanning
COM
546347105
401
7223
SH
SOLE
0
0
7223
CreativePlanning
COM
550241103
1777
133124
SH
SOLE
0
0
133124
CreativePlanning
SPON ADR
803054204
5818
47380
SH
SOLE
0
0
47380
CreativePlanning
COM
09073M104
420
1099
SH
SOLE
0
0
1099
CreativePlanning
COM
129500104
436
20000
SH
SOLE
0
0
20000
CreativePlanning
COM
784117103
267
4386
SH
SOLE
0
0
4386
CreativePlanning
ADR
256135203
733
11937
SH
SOLE
0
0
11937
CreativePlanning
ORD
M22465104
1932
17253
SH
SOLE
0
0
17253
CreativePlanning
COM
67066G104
81043
151786
SH
SOLE
0
0
151786
CreativePlanning
COM
62944T105
3995
848
SH
SOLE
0
0
848
CreativePlanning
CL B
913903100
283
2124
SH
SOLE
0
0
2124
CreativePlanning
COM
92532F100
1453
6762
SH
SOLE
0
0
6762
CreativePlanning
SP ADR N-V PFD
204409601
40
17638
SH
SOLE
0
0
17638
CreativePlanning
COM
125896100
892
14574
SH
SOLE
0
0
14574
CreativePlanning
COM
95766J102
1951
282703
SH
SOLE
0
0
282703
CreativePlanning
COM
816850101
383
5549
SH
SOLE
0
0
5549
CreativePlanning
SPONSORED ADS
088606108
2263
32612
SH
SOLE
0
0
32612
CreativePlanning
CL B
35671D857
6500
197387
SH
SOLE
0
0
197387
CreativePlanning
COM
918204108
4608
57662
SH
SOLE
0
0
57662
CreativePlanning
COM
89417E109
5585
37133
SH
SOLE
0
0
37133
CreativePlanning
COM
670346105
1901
23683
SH
SOLE
0
0
23683
CreativePlanning
COM
049560105
2733
27645
SH
SOLE
0
0
27645
CreativePlanning
COM
419596101
645
17340
SH
SOLE
0
0
17340
CreativePlanning
COM
56501R106
1085
50478
SH
SOLE
0
0
50478
CreativePlanning
COM
025537101
8640
102002
SH
SOLE
0
0
102002
CreativePlanning
COM
61174X109
3248
35652
SH
SOLE
0
0
35652
CreativePlanning
COM
447324104
617
17485
SH
SOLE
0
0
17485
CreativePlanning
CL A
05722G100
200
9259
SH
SOLE
0
0
9259
CreativePlanning
COM NEW
962166104
2051
57604
SH
SOLE
0
0
57604
CreativePlanning
COM
574599106
2144
35789
SH
SOLE
0
0
35789
CreativePlanning
COM
649445103
1165
92343
SH
SOLE
0
0
92343
CreativePlanning
COM
637417106
929
21076
SH
SOLE
0
0
21076
CreativePlanning
MORNINGSTR US EQ
464287127
436
1945
SH
SOLE
0
0
1945
CreativePlanning
COM
759509102
19974
131155
SH
SOLE
0
0
131155
CreativePlanning
COM
502431109
2599
12823
SH
SOLE
0
0
12823
CreativePlanning
SHS
G29183103
7503
54263
SH
SOLE
0
0
54263
CreativePlanning
COM
05329W102
323
3460
SH
SOLE
0
0
3460
CreativePlanning
MORNINGSTAR GRWT
464287119
3535
12255
SH
SOLE
0
0
12255
CreativePlanning
MRGSTR MD CP GRW
464288307
3874
10245
SH
SOLE
0
0
10245
CreativePlanning
MRGSTR SM CP GR
464288604
679
2259
SH
SOLE
0
0
2259
CreativePlanning
MRNING SM CP ETF
464288703
239
1417
SH
SOLE
0
0
1417
CreativePlanning
COM SH BEN INT
81761L102
564
47562
SH
SOLE
0
0
47562
CreativePlanning
COM
783549108
376
4970
SH
SOLE
0
0
4970
CreativePlanning
COM
911363109
2516
7641
SH
SOLE
0
0
7641
CreativePlanning
COM
47233W109
377
12536
SH
SOLE
0
0
12536
CreativePlanning
COM
363576109
7513
60217
SH
SOLE
0
0
60217
CreativePlanning
COM
045487105
305
14277
SH
SOLE
0
0
14277
CreativePlanning
COM
200340107
1289
17961
SH
SOLE
0
0
17961
CreativePlanning
CL A
192446102
1910
24454
SH
SOLE
0
0
24454
CreativePlanning
COM
257651109
4497
77324
SH
SOLE
0
0
77324
CreativePlanning
CL A
518439104
1671
5746
SH
SOLE
0
0
5746
CreativePlanning
COM
303250104
824
1696
SH
SOLE
0
0
1696
CreativePlanning
COM
469814107
4018
31080
SH
SOLE
0
0
31080
CreativePlanning
COM
628464109
855
43288
SH
SOLE
0
0
43288
CreativePlanning
COM
75281A109
1451
140488
SH
SOLE
0
0
140488
CreativePlanning
COM
754907103
343
10637
SH
SOLE
0
0
10637
CreativePlanning
COM
05464C101
2137
15002
SH
SOLE
0
0
15002
CreativePlanning
COM
74144T108
4942
28800
SH
SOLE
0
0
28800
CreativePlanning
COM
895436103
1078
33250
SH
SOLE
0
0
33250
CreativePlanning
COM
707569109
2452
23384
SH
SOLE
0
0
23384
CreativePlanning
COM
854502101
4195
21010
SH
SOLE
0
0
21010
CreativePlanning
COM
835495102
328
5180
SH
SOLE
0
0
5180
CreativePlanning
COM
833034101
814
3527
SH
SOLE
0
0
3527
CreativePlanning
COM SH BEN INT
25525P107
87
18235
SH
SOLE
0
0
18235
CreativePlanning
COM NEW
485170302
4800
18187
SH
SOLE
0
0
18187
CreativePlanning
COM
415864107
330
19247
SH
SOLE
0
0
19247
CreativePlanning
COM
103304101
278
4720
SH
SOLE
0
0
4720
CreativePlanning
SPONSORED ADR
456788108
2022
108032
SH
SOLE
0
0
108032
CreativePlanning
COM
84265V105
2021
29776
SH
SOLE
0
0
29776
CreativePlanning
COM
615369105
3375
11304
SH
SOLE
0
0
11304
CreativePlanning
COM
444859102
4136
9865
SH
SOLE
0
0
9865
CreativePlanning
COM
896239100
3177
40845
SH
SOLE
0
0
40845
CreativePlanning
COM NEW
682310875
648
170000
SH
SOLE
0
0
170000
CreativePlanning
COM
171340102
1929
22078
SH
SOLE
0
0
22078
CreativePlanning
COM
253651103
303
21414
SH
SOLE
0
0
21414
CreativePlanning
COM
303075105
581
1883
SH
SOLE
0
0
1883
CreativePlanning
COM
426281101
2027
13363
SH
SOLE
0
0
13363
CreativePlanning
COM
534187109
934
15006
SH
SOLE
0
0
15006
CreativePlanning
COM
942622200
566
2172
SH
SOLE
0
0
2172
CreativePlanning
TRANS AVG ETF
464287192
1215
4716
SH
SOLE
0
0
4716
CreativePlanning
SPON ADR 1 SH
97651M109
854
134762
SH
SOLE
0
0
134762
CreativePlanning
COM
260003108
28882
210616
SH
SOLE
0
0
210616
CreativePlanning
COM
745867101
1957
37322
SH
SOLE
0
0
37322
CreativePlanning
SPONSORED ADR
80105N105
1415
28619
SH
SOLE
0
0
28619
CreativePlanning
ADR
670100205
6179
91643
SH
SOLE
0
0
91643
CreativePlanning
COM
231021106
5518
21296
SH
SOLE
0
0
21296
CreativePlanning
COM
384109104
1321
18440
SH
SOLE
0
0
18440
CreativePlanning
COM
963320106
963
4371
SH
SOLE
0
0
4371
CreativePlanning
SP ADR REP2COM
892331307
3734
23925
SH
SOLE
0
0
23925
CreativePlanning
AMERN SHS
438128308
321
10616
SH
SOLE
0
0
10616
CreativePlanning
COM
559222401
3950
44865
SH
SOLE
0
0
44865
CreativePlanning
COM
052800109
231
2486
SH
SOLE
0
0
2486
CreativePlanning
COM
320517105
205
12137
SH
SOLE
0
0
12137
CreativePlanning
ADR
05964H105
1009
294306
SH
SOLE
0
0
294306
CreativePlanning
COM
416515104
2387
35744
SH
SOLE
0
0
35744
CreativePlanning
COM
354613101
435
14686
SH
SOLE
0
0
14686
CreativePlanning
COM
91529Y106
750
26962
SH
SOLE
0
0
26962
CreativePlanning
COM
172062101
2228
21611
SH
SOLE
0
0
21611
CreativePlanning
COM
075887109
9059
37257
SH
SOLE
0
0
37257
CreativePlanning
SPONSORED ADR
138006309
240
10528
SH
SOLE
0
0
10528
CreativePlanning
COM
293792107
25506
1158296
SH
SOLE
0
0
1158296
CreativePlanning
COM
59156R108
2078
34182
SH
SOLE
0
0
34182
CreativePlanning
COM
131193104
1005
37555
SH
SOLE
0
0
37555
CreativePlanning
CHINA LG-CAP ETF
464287184
2275
48750
SH
SOLE
0
0
48750
CreativePlanning
COM
87157D109
251
1857
SH
SOLE
0
0
1857
CreativePlanning
COM
023436108
509
1921
SH
SOLE
0
0
1921
CreativePlanning
COM
67073B106
323
34075
SH
SOLE
0
0
34075
CreativePlanning
SHS
G30401106
2059
277845
SH
SOLE
0
0
277845
CreativePlanning
CL A
127190304
243
984
SH
SOLE
0
0
984
CreativePlanning
COM NEW
216648402
805
2096
SH
SOLE
0
0
2096
CreativePlanning
SPONSORED ADS
64110W102
206
1995
SH
SOLE
0
0
1995
CreativePlanning
COM
969904101
1084
6048
SH
SOLE
0
0
6048
CreativePlanning
COM
988498101
17999
166378
SH
SOLE
0
0
166378
CreativePlanning
SH BEN INT
29476L107
963
13443
SH
SOLE
0
0
13443
CreativePlanning
CL B NEW
448947507
239
10537
SH
SOLE
0
0
10537
CreativePlanning
COM
00751Y106
293
1599
SH
SOLE
0
0
1599
CreativePlanning
COM
889478103
246
4342
SH
SOLE
0
0
4342
CreativePlanning
CL A NEW
594972408
2275
3352
SH
SOLE
0
0
3352
CreativePlanning
SPONSORED ADS
91912E105
224
12872
SH
SOLE
0
0
12872
CreativePlanning
CL A
032095101
2060
31227
SH
SOLE
0
0
31227
CreativePlanning
COM
018581108
2759
24617
SH
SOLE
0
0
24617
CreativePlanning
COM
87807B107
768
16789
SH
SOLE
0
0
16789
CreativePlanning
COM
552690109
353
11180
SH
SOLE
0
0
11180
CreativePlanning
COM
731068102
2920
21874
SH
SOLE
0
0
21874
CreativePlanning
SHS
G7S00T104
421
6760
SH
SOLE
0
0
6760
CreativePlanning
COM
78454L100
1936
118294
SH
SOLE
0
0
118294
CreativePlanning
CL A
902494103
1536
20673
SH
SOLE
0
0
20673
CreativePlanning
COM
913456109
230
3900
SH
SOLE
0
0
3900
CreativePlanning
COM
404251100
396
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
703481101
349
48885
SH
SOLE
0
0
48885
CreativePlanning
COM
02553E106
401
13702
SH
SOLE
0
0
13702
CreativePlanning
COM
001744101
304
4121
SH
SOLE
0
0
4121
CreativePlanning
COM
298736109
4078
29485
SH
SOLE
0
0
29485
CreativePlanning
COM
418056107
586
6100
SH
SOLE
0
0
6100
CreativePlanning
COM
595017104
4119
26534
SH
SOLE
0
0
26534
CreativePlanning
COM
698813102
267
3011
SH
SOLE
0
0
3011
CreativePlanning
ADR
45104G104
181
11309
SH
SOLE
0
0
11309
CreativePlanning
SPONSORED ADR
29446M102
477
24505
SH
SOLE
0
0
24505
CreativePlanning
COM
552953101
3555
93572
SH
SOLE
0
0
93572
CreativePlanning
SH BEN INT
746853100
70
14312
SH
SOLE
0
0
14312
CreativePlanning
BEN UNIT CTF
02364V107
254
46000
SH
SOLE
0
0
46000
CreativePlanning
COM
141619106
381
9926
SH
SOLE
0
0
9926
CreativePlanning
COM
058498106
658
7770
SH
SOLE
0
0
7770
CreativePlanning
COM
172908105
3813
11170
SH
SOLE
0
0
11170
CreativePlanning
SPONSORED ADR
71654V408
198
23345
SH
SOLE
0
0
23345
CreativePlanning
SPONSORED ADR
65535H208
169
31517
SH
SOLE
0
0
31517
CreativePlanning
COM
23918K108
673
6243
SH
SOLE
0
0
6243
CreativePlanning
CAP STK CL A
02079K305
107408
52076
SH
SOLE
0
0
52076
CreativePlanning
COM
879369106
1123
2704
SH
SOLE
0
0
2704
CreativePlanning
COM
12504G100
80
10191
SH
SOLE
0
0
10191
CreativePlanning
GOLD SHS
78463V107
27915
174515
SH
SOLE
0
0
174515
CreativePlanning
CL A SUB VTG
12532H104
1778
21369
SH
SOLE
0
0
21369
CreativePlanning
COM
045327103
3048
21115
SH
SOLE
0
0
21115
CreativePlanning
ORD
G5876H105
3651
74539
SH
SOLE
0
0
74539
CreativePlanning
CL A
12504L109
372
4702
SH
SOLE
0
0
4702
CreativePlanning
WILDERHIL CLAN
46137V134
275
2795
SH
SOLE
0
0
2795
CreativePlanning
COM
92939U106
5631
60168
SH
SOLE
0
0
60168
CreativePlanning
COM
14757U109
96
40009
SH
SOLE
0
0
40009
CreativePlanning
COM SHS
67073D102
72
11031
SH
SOLE
0
0
11031
CreativePlanning
COM
25754A201
1585
4309
SH
SOLE
0
0
4309
CreativePlanning
SPONSORED ADS
40415F101
3834
49356
SH
SOLE
0
0
49356
CreativePlanning
COM
655664100
472
12462
SH
SOLE
0
0
12462
CreativePlanning
COM
24906P109
887
13902
SH
SOLE
0
0
13902
CreativePlanning
FTSE PACIFIC ETF
922042866
30117
368805
SH
SOLE
0
0
368805
CreativePlanning
ENERGY ETF
92204A306
2123
31215
SH
SOLE
0
0
31215
CreativePlanning
SPONSORED ADR
767204100
2289
29484
SH
SOLE
0
0
29484
CreativePlanning
CL B
526057302
253
3077
SH
SOLE
0
0
3077
CreativePlanning
COM
374163103
307
194263
SH
SOLE
0
0
194263
CreativePlanning
VALUE ETF
922908744
38221
290743
SH
SOLE
0
0
290743
CreativePlanning
COM
150870103
455
3040
SH
SOLE
0
0
3040
CreativePlanning
COM
75886F107
2983
6306
SH
SOLE
0
0
6306
CreativePlanning
HEALTH CAR ETF
92204A504
11163
48802
SH
SOLE
0
0
48802
CreativePlanning
MID CAP ETF
922908629
1586838
7169232
SH
SOLE
0
0
7169232
CreativePlanning
CL A
67018T105
233
4403
SH
SOLE
0
0
4403
CreativePlanning
COM
025932104
1135
9944
SH
SOLE
0
0
9944
CreativePlanning
SM CP VAL ETF
922908611
25993
156953
SH
SOLE
0
0
156953
CreativePlanning
REAL ESTATE ETF
922908553
1445419
15735022
SH
SOLE
0
0
15735022
CreativePlanning
COM
695156109
340
2526
SH
SOLE
0
0
2526
CreativePlanning
MATERIALS ETF
92204A801
5827
33693
SH
SOLE
0
0
33693
CreativePlanning
COM NEW
46120E602
10466
14163
SH
SOLE
0
0
14163
CreativePlanning
COM NEW
891160509
8576
131510
SH
SOLE
0
0
131510
CreativePlanning
SPON ADR SER B
833635105
555
10465
SH
SOLE
0
0
10465
CreativePlanning
COM
902681105
522
12717
SH
SOLE
0
0
12717
CreativePlanning
COM
517834107
2831
46594
SH
SOLE
0
0
46594
CreativePlanning
COM NEW
16411R208
860
11946
SH
SOLE
0
0
11946
CreativePlanning
COM
636180101
870
17396
SH
SOLE
0
0
17396
CreativePlanning
COM
27827X101
171
12859
SH
SOLE
0
0
12859
CreativePlanning
COM
524660107
822
18015
SH
SOLE
0
0
18015
CreativePlanning
COM
09247X101
6591
8741
SH
SOLE
0
0
8741
CreativePlanning
COM PAR $1
680665205
243
6402
SH
SOLE
0
0
6402
CreativePlanning
COM
136375102
2569
22150
SH
SOLE
0
0
22150
CreativePlanning
COM
56418H100
247
2499
SH
SOLE
0
0
2499
CreativePlanning
SPONSORED ADR NE
636274409
944
15943
SH
SOLE
0
0
15943
CreativePlanning
SPONS ADR A
780259206
2628
67025
SH
SOLE
0
0
67025
CreativePlanning
COM SER A
25470F104
407
9376
SH
SOLE
0
0
9376
CreativePlanning
COM
831754106
880
50436
SH
SOLE
0
0
50436
CreativePlanning
SMALL CP ETF
922908751
300011
1401395
SH
SOLE
0
0
1401395
CreativePlanning
COM
311900104
1920
38190
SH
SOLE
0
0
38190
CreativePlanning
COM
30214U102
358
3678
SH
SOLE
0
0
3678
CreativePlanning
GROWTH ETF
922908736
36178
140749
SH
SOLE
0
0
140749
CreativePlanning
DYNMC PHRMCTLS
46137V662
1055
13377
SH
SOLE
0
0
13377
CreativePlanning
COM
27828G107
877
33392
SH
SOLE
0
0
33392
CreativePlanning
COM
570535104
1145
1005
SH
SOLE
0
0
1005
CreativePlanning
CL A NEW
811054402
477
24739
SH
SOLE
0
0
24739
CreativePlanning
COM
053484101
759
4115
SH
SOLE
0
0
4115
CreativePlanning
ADR
12626K203
234
4977
SH
SOLE
0
0
4977
CreativePlanning
COM CL A
37247D106
91
27501
SH
SOLE
0
0
27501
CreativePlanning
SHS
H2906T109
3310
25105
SH
SOLE
0
0
25105
CreativePlanning
COM
46489V104
125
114600
SH
SOLE
0
0
114600
CreativePlanning
COM
6706ER101
328
24356
SH
SOLE
0
0
24356
CreativePlanning
COM
143130102
1632
12304
SH
SOLE
0
0
12304
CreativePlanning
COM
67071L106
3459
204688
SH
SOLE
0
0
204688
CreativePlanning
COM
688239201
1536
12941
SH
SOLE
0
0
12941
CreativePlanning
UNIT LTD PARTN
726503105
741
81440
SH
SOLE
0
0
81440
CreativePlanning
COM
759916109
2422
12459
SH
SOLE
0
0
12459
CreativePlanning
COM
760759100
2344
23589
SH
SOLE
0
0
23589
CreativePlanning
COM
004498101
1046
27497
SH
SOLE
0
0
27497
CreativePlanning
COM
89531P105
2346
25632
SH
SOLE
0
0
25632
CreativePlanning
COM
929160109
740
4387
SH
SOLE
0
0
4387
CreativePlanning
COM
74762E102
555
6309
SH
SOLE
0
0
6309
CreativePlanning
COM
159864107
729
2516
SH
SOLE
0
0
2516
CreativePlanning
COM NEW
302491303
994
8987
SH
SOLE
0
0
8987
CreativePlanning
SHS CL C
G5480U120
547
21415
SH
SOLE
0
0
21415
CreativePlanning
COM
92922P106
58
16085
SH
SOLE
0
0
16085
CreativePlanning
COM
36242H104
205
8556
SH
SOLE
0
0
8556
CreativePlanning
SHS
G7945M107
3810
49645
SH
SOLE
0
0
49645
CreativePlanning
UNIT COM
67058H102
277
16190
SH
SOLE
0
0
16190
CreativePlanning
COM
09250W107
212
4579
SH
SOLE
0
0
4579
CreativePlanning
COM
006212104
302
16520
SH
SOLE
0
0
16520
CreativePlanning
COM
393657101
683
14475
SH
SOLE
0
0
14475
CreativePlanning
COM NEW
30212P303
5616
32626
SH
SOLE
0
0
32626
CreativePlanning
COM UNIT RP LP
559080106
10930
252084
SH
SOLE
0
0
252084
CreativePlanning
COM
03076C106
2622
11281
SH
SOLE
0
0
11281
CreativePlanning
COM
09247F100
113
18455
SH
SOLE
0
0
18455
CreativePlanning
COM
844895102
505
7350
SH
SOLE
0
0
7350
CreativePlanning
COM
58039P107
30
29110
SH
SOLE
0
0
29110
CreativePlanning
COM
866796105
589
11658
SH
SOLE
0
0
11658
CreativePlanning
COM
320209109
1230
51257
SH
SOLE
0
0
51257
CreativePlanning
COM
67066V101
1328
87727
SH
SOLE
0
0
87727
CreativePlanning
COM
670928100
790
70937
SH
SOLE
0
0
70937
CreativePlanning
COM
61945C103
254
8028
SH
SOLE
0
0
8028
CreativePlanning
SPON ADR REP A
056752108
19217
88335
SH
SOLE
0
0
88335
CreativePlanning
COM
185899101
15332
762394
SH
SOLE
0
0
762394
CreativePlanning
COM
003654100
3207
10061
SH
SOLE
0
0
10061
CreativePlanning
COM
089302103
837
12254
SH
SOLE
0
0
12254
CreativePlanning
COM
101121101
682
6737
SH
SOLE
0
0
6737
CreativePlanning
COM
282914100
4492
138462
SH
SOLE
0
0
138462
CreativePlanning
COM
45337C102
576
7084
SH
SOLE
0
0
7084
CreativePlanning
COM NEW
45773H201
782
84232
SH
SOLE
0
0
84232
CreativePlanning
SPONSORED ADR
539439109
151
65126
SH
SOLE
0
0
65126
CreativePlanning
COM
617700109
338
1501
SH
SOLE
0
0
1501
CreativePlanning
COM
780287108
882
8194
SH
SOLE
0
0
8194
CreativePlanning
COM
67020Y100
802
18389
SH
SOLE
0
0
18389
CreativePlanning
COM
37959E102
241
2494
SH
SOLE
0
0
2494
CreativePlanning
COM
898402102
632
18775
SH
SOLE
0
0
18775
CreativePlanning
COM
950755108
269
5705
SH
SOLE
0
0
5705
CreativePlanning
COM
09255P107
129
10966
SH
SOLE
0
0
10966
CreativePlanning
COM
754212108
605
15780
SH
SOLE
0
0
15780
CreativePlanning
FNF GROUP COM
31620R303
785
19301
SH
SOLE
0
0
19301
CreativePlanning
COM
55608B105
233
7316
SH
SOLE
0
0
7316
CreativePlanning
COM SH BEN INT
128125101
518
30061
SH
SOLE
0
0
30061
CreativePlanning
COM
631103108
2378
16127
SH
SOLE
0
0
16127
CreativePlanning
COM
09249N101
284
18640
SH
SOLE
0
0
18640
CreativePlanning
COM
38119T807
198
66989
SH
SOLE
0
0
66989
CreativePlanning
COM
21924B302
730
54210
SH
SOLE
0
0
54210
CreativePlanning
COM NON VTG
579780206
3508
39342
SH
SOLE
0
0
39342
CreativePlanning
COM
830879102
2528
46402
SH
SOLE
0
0
46402
CreativePlanning
COM
57686G105
970
14550
SH
SOLE
0
0
14550
CreativePlanning
SML CP GRW ETF
922908595
13175
47971
SH
SOLE
0
0
47971
CreativePlanning
MICRO-CAP ETF
464288869
10671
72617
SH
SOLE
0
0
72617
CreativePlanning
COM
19247X100
221
9051
SH
SOLE
0
0
9051
CreativePlanning
COM
45866F104
2408
21561
SH
SOLE
0
0
21561
CreativePlanning
COM
153527106
949
16362
SH
SOLE
0
0
16362
CreativePlanning
COM
974637100
419
5459
SH
SOLE
0
0
5459
CreativePlanning
SHARES
Y0436Q109
263
19288
SH
SOLE
0
0
19288
CreativePlanning
COM
567908108
265
5372
SH
SOLE
0
0
5372
CreativePlanning
COM
693718108
2137
23002
SH
SOLE
0
0
23002
CreativePlanning
COM
679580100
4275
17783
SH
SOLE
0
0
17783
CreativePlanning
COM
88162G103
436
3211
SH
SOLE
0
0
3211
CreativePlanning
FINANCIALS ETF
92204A405
3011
35630
SH
SOLE
0
0
35630
CreativePlanning
SPON ADR REP PFD
465562106
52
10542
SH
SOLE
0
0
10542
CreativePlanning
COM
011659109
2106
30435
SH
SOLE
0
0
30435
CreativePlanning
COM
023586100
546
892
SH
SOLE
0
0
892
CreativePlanning
COM
217204106
1969
18133
SH
SOLE
0
0
18133
CreativePlanning
COM
701094104
5380
17056
SH
SOLE
0
0
17056
CreativePlanning
COM
15135B101
976
15269
SH
SOLE
0
0
15269
CreativePlanning
COM
60855R100
504
2156
SH
SOLE
0
0
2156
CreativePlanning
CL A
100557107
831
689
SH
SOLE
0
0
689
CreativePlanning
COM
858912108
368
5450
SH
SOLE
0
0
5450
CreativePlanning
COM
168905107
279
4001
SH
SOLE
0
0
4001
CreativePlanning
SPON ADR B
780259107
1448
39323
SH
SOLE
0
0
39323
CreativePlanning
N Y REGISTRY SHS
N07059210
5694
9223
SH
SOLE
0
0
9223
CreativePlanning
SH BEN INT
552727109
110
12920
SH
SOLE
0
0
12920
CreativePlanning
SPON ADR PFD
20441B407
45
35920
SH
SOLE
0
0
35920
CreativePlanning
CL A
904311107
1059
47795
SH
SOLE
0
0
47795
CreativePlanning
COM
92838X102
124
21861
SH
SOLE
0
0
21861
CreativePlanning
UTILITIES ETF
92204A876
3232
23005
SH
SOLE
0
0
23005
CreativePlanning
COM
067806109
218
4401
SH
SOLE
0
0
4401
CreativePlanning
COM
224399105
1414
15059
SH
SOLE
0
0
15059
CreativePlanning
COM
680033107
404
20900
SH
SOLE
0
0
20900
CreativePlanning
COM
00508Y102
529
3205
SH
SOLE
0
0
3205
CreativePlanning
COM
05971J102
549
16888
SH
SOLE
0
0
16888
CreativePlanning
COM
147528103
588
2722
SH
SOLE
0
0
2722
CreativePlanning
COM
533900106
3052
24827
SH
SOLE
0
0
24827
CreativePlanning
COM
09253Y100
380
32146
SH
SOLE
0
0
32146
CreativePlanning
COM
920253101
1949
8201
SH
SOLE
0
0
8201
CreativePlanning
COM
447011107
816
28320
SH
SOLE
0
0
28320
CreativePlanning
COM
538034109
1124
13273
SH
SOLE
0
0
13273
CreativePlanning
S&P500 QUALITY
46137V241
472
10657
SH
SOLE
0
0
10657
CreativePlanning
CL B
92556H206
1803
39986
SH
SOLE
0
0
39986
CreativePlanning
SPONSORED ADR
000375204
783
25711
SH
SOLE
0
0
25711
CreativePlanning
S&P DIVID ETF
78464A763
57660
488523
SH
SOLE
0
0
488523
CreativePlanning
COM
410867105
427
3296
SH
SOLE
0
0
3296
CreativePlanning
COM
947890109
540
9807
SH
SOLE
0
0
9807
CreativePlanning
COM
36239Q109
287
30084
SH
SOLE
0
0
30084
CreativePlanning
COM
03662Q105
1053
3100
SH
SOLE
0
0
3100
CreativePlanning
COM
09058V103
188
18459
SH
SOLE
0
0
18459
CreativePlanning
COM
09061G101
375
4961
SH
SOLE
0
0
4961
CreativePlanning
COM
53566P109
274
116453
SH
SOLE
0
0
116453
CreativePlanning
COM
114340102
217
2657
SH
SOLE
0
0
2657
CreativePlanning
COM
203607106
6236
81286
SH
SOLE
0
0
81286
CreativePlanning
COM NEW
961684206
65
12139
SH
SOLE
0
0
12139
CreativePlanning
CL A LTD VT SH
112585104
11881
266989
SH
SOLE
0
0
266989
CreativePlanning
COM
19248A109
1350
48346
SH
SOLE
0
0
48346
CreativePlanning
DYNMC OIL GAS
46137V670
56
16665
SH
SOLE
0
0
16665
CreativePlanning
COM
436440101
1395
18759
SH
SOLE
0
0
18759
CreativePlanning
COM
749607107
1655
14832
SH
SOLE
0
0
14832
CreativePlanning
COM
589584101
1681
64044
SH
SOLE
0
0
64044
CreativePlanning
ISHARES
464285105
14824
911669
SH
SOLE
0
0
911669
CreativePlanning
COM
029899101
443
5853
SH
SOLE
0
0
5853
CreativePlanning
COM
169656105
6973
4908
SH
SOLE
0
0
4908
CreativePlanning
COM
910047109
7690
133647
SH
SOLE
0
0
133647
CreativePlanning
COM
883556102
17037
37330
SH
SOLE
0
0
37330
CreativePlanning
COM
31620M106
11305
80397
SH
SOLE
0
0
80397
CreativePlanning
WATER RES ETF
46137V142
2812
56915
SH
SOLE
0
0
56915
CreativePlanning
HIG YLD EQ DIV
46137V563
1162
57363
SH
SOLE
0
0
57363
CreativePlanning
EAFE VALUE ETF
464288877
1549
30382
SH
SOLE
0
0
30382
CreativePlanning
EAFE GRWTH ETF
464288885
5612
55860
SH
SOLE
0
0
55860
CreativePlanning
FTSE RAFI 1000
46137V613
1077
7100
SH
SOLE
0
0
7100
CreativePlanning
COM SH BEN INT
756158101
1176
35104
SH
SOLE
0
0
35104
CreativePlanning
SHS
33734H106
604
15902
SH
SOLE
0
0
15902
CreativePlanning
SH BEN INT
746922103
207
15418
SH
SOLE
0
0
15418
CreativePlanning
COM NEW
006743306
189
72725
SH
SOLE
0
0
72725
CreativePlanning
COM
015351109
511
3341
SH
SOLE
0
0
3341
CreativePlanning
COM
04280A100
617
9301
SH
SOLE
0
0
9301
CreativePlanning
COM
803607100
2428
32577
SH
SOLE
0
0
32577
CreativePlanning
SPONSORED ADR
05545E209
202
3495
SH
SOLE
0
0
3495
CreativePlanning
COM
092501105
122
10646
SH
SOLE
0
0
10646
CreativePlanning
COM
79466L302
28145
132839
SH
SOLE
0
0
132839
CreativePlanning
ADS
89677Q107
426
10738
SH
SOLE
0
0
10738
CreativePlanning
COM
252131107
1919
5338
SH
SOLE
0
0
5338
CreativePlanning
COM
29258Y103
134
27033
SH
SOLE
0
0
27033
CreativePlanning
COM
29362U104
401
3587
SH
SOLE
0
0
3587
CreativePlanning
COM
278277108
345
15952
SH
SOLE
0
0
15952
CreativePlanning
COM
30161Q104
2530
112004
SH
SOLE
0
0
112004
CreativePlanning
COM NEW
344437405
489
27012
SH
SOLE
0
0
27012
CreativePlanning
COM
55303J106
652
11015
SH
SOLE
0
0
11015
CreativePlanning
COM
88322Q108
545
11301
SH
SOLE
0
0
11301
CreativePlanning
COM NEW
56400P706
472
120365
SH
SOLE
0
0
120365
CreativePlanning
COM
87968A104
84
35704
SH
SOLE
0
0
35704
CreativePlanning
SPONSORED ADR
653656108
760
3489
SH
SOLE
0
0
3489
CreativePlanning
COM NEW
670002401
27273
150420
SH
SOLE
0
0
150420
CreativePlanning
COM
68213N109
440
3385
SH
SOLE
0
0
3385
CreativePlanning
COM
690370101
242
3654
SH
SOLE
0
0
3654
CreativePlanning
COM NEW
766559603
69
20200
SH
SOLE
0
0
20200
CreativePlanning
COM
774374102
81
69460
SH
SOLE
0
0
69460
CreativePlanning
COM NEW
87164U201
8
11144
SH
SOLE
0
0
11144
CreativePlanning
COM
962879102
1593
41701
SH
SOLE
0
0
41701
CreativePlanning
COM
87162W100
251
2189
SH
SOLE
0
0
2189
CreativePlanning
COM
983134107
1509
12039
SH
SOLE
0
0
12039
CreativePlanning
COM SHS
12811P108
384
25764
SH
SOLE
0
0
25764
CreativePlanning
EMGRING MKTS50
46090C305
308
5466
SH
SOLE
0
0
5466
CreativePlanning
COM
41013V100
359
15262
SH
SOLE
0
0
15262
CreativePlanning
COM
831865209
302
4464
SH
SOLE
0
0
4464
CreativePlanning
SHS
H50430232
2851
27280
SH
SOLE
0
0
27280
CreativePlanning
SPONSORED ADR
961214301
417
22462
SH
SOLE
0
0
22462
CreativePlanning
COM
09251A104
419
44256
SH
SOLE
0
0
44256
CreativePlanning
SPONSORED ADR
684060106
144
11669
SH
SOLE
0
0
11669
CreativePlanning
COM
63633D104
242
3349
SH
SOLE
0
0
3349
CreativePlanning
COM
27579R104
1144
15504
SH
SOLE
0
0
15504
CreativePlanning
CL B
878742204
147
7689
SH
SOLE
0
0
7689
CreativePlanning
COMM SRVC ETF
92204A884
479
3687
SH
SOLE
0
0
3687
CreativePlanning
COM
900435207
172
10664
SH
SOLE
0
0
10664
CreativePlanning
COM
68236P107
579
69647
SH
SOLE
0
0
69647
CreativePlanning
COM
27828Y108
591
38155
SH
SOLE
0
0
38155
CreativePlanning
COM
27829C105
239
23187
SH
SOLE
0
0
23187
CreativePlanning
CL A
043113208
487
12370
SH
SOLE
0
0
12370
CreativePlanning
COM
62914B100
486
14330
SH
SOLE
0
0
14330
CreativePlanning
COM
712704105
572
31983
SH
SOLE
0
0
31983
CreativePlanning
COM
48282T104
201
1088
SH
SOLE
0
0
1088
CreativePlanning
COM
55261F104
616
4066
SH
SOLE
0
0
4066
CreativePlanning
COM
576323109
220
2348
SH
SOLE
0
0
2348
CreativePlanning
COM
29250N105
5339
146670
SH
SOLE
0
0
146670
CreativePlanning
COM
G9618E107
1911
1714
SH
SOLE
0
0
1714
CreativePlanning
COM
882681109
699
7287
SH
SOLE
0
0
7287
CreativePlanning
COM
925815102
233
2740
SH
SOLE
0
0
2740
CreativePlanning
COM
09253X102
523
34776
SH
SOLE
0
0
34776
CreativePlanning
CL B
115637209
827
11997
SH
SOLE
0
0
11997
CreativePlanning
COM
09254N103
251
17021
SH
SOLE
0
0
17021
CreativePlanning
COM
780087102
10950
118756
SH
SOLE
0
0
118756
CreativePlanning
COM
838518108
303
13409
SH
SOLE
0
0
13409
CreativePlanning
COM
909907107
3613
93649
SH
SOLE
0
0
93649
CreativePlanning
COM
34960Q109
346
97920
SH
SOLE
0
0
97920
CreativePlanning
UNIT
46138B103
15079
907842
SH
SOLE
0
0
907842
CreativePlanning
SPONSORED ADR
686330101
261
3073
SH
SOLE
0
0
3073
CreativePlanning
UNITS
91232N207
1036
25570
SH
SOLE
0
0
25570
CreativePlanning
COM
72200M108
99
10935
SH
SOLE
0
0
10935
CreativePlanning
DYNMC LEISURE
46137V720
299
6511
SH
SOLE
0
0
6511
CreativePlanning
AEROSPACE DEFN
46137V100
387
5314
SH
SOLE
0
0
5314
CreativePlanning
COM
780915104
161
14278
SH
SOLE
0
0
14278
CreativePlanning
S&P 500 TOP 50
46137V233
345
1162
SH
SOLE
0
0
1162
CreativePlanning
ORD
M3760D101
543
3800
SH
SOLE
0
0
3800
CreativePlanning
COM
198516106
373
3534
SH
SOLE
0
0
3534
CreativePlanning
UNIT LTD PARTNER
226344208
470
16849
SH
SOLE
0
0
16849
CreativePlanning
COM
09254L107
193
12810
SH
SOLE
0
0
12810
CreativePlanning
COM
683715106
553
11581
SH
SOLE
0
0
11581
CreativePlanning
COM
761152107
1333
6872
SH
SOLE
0
0
6872
CreativePlanning
COM
776696106
1668
4136
SH
SOLE
0
0
4136
CreativePlanning
COM
73278L105
1717
4973
SH
SOLE
0
0
4973
CreativePlanning
SPON ADR NEW
910873405
1629
178760
SH
SOLE
0
0
178760
CreativePlanning
CL A
989207105
796
1640
SH
SOLE
0
0
1640
CreativePlanning
COM
000957100
690
13519
SH
SOLE
0
0
13519
CreativePlanning
COM
008492100
531
7885
SH
SOLE
0
0
7885
CreativePlanning
COM
062540109
255
2855
SH
SOLE
0
0
2855
CreativePlanning
COM
34354P105
278
7156
SH
SOLE
0
0
7156
CreativePlanning
COM
72200U100
299
17271
SH
SOLE
0
0
17271
CreativePlanning
COM
91307C102
247
1476
SH
SOLE
0
0
1476
CreativePlanning
COM
609839105
45622
129164
SH
SOLE
0
0
129164
CreativePlanning
COM NEW
19239V302
412
5986
SH
SOLE
0
0
5986
CreativePlanning
COM
33848E106
225
17066
SH
SOLE
0
0
17066
CreativePlanning
COM
64111Q104
852
20742
SH
SOLE
0
0
20742
CreativePlanning
COM
09247D105
533
30240
SH
SOLE
0
0
30240
CreativePlanning
COM NEW
66987E206
220
25170
SH
SOLE
0
0
25170
CreativePlanning
INF TECH ETF
92204A702
35311
98500
SH
SOLE
0
0
98500
CreativePlanning
ISHARES
46428Q109
7084
312078
SH
SOLE
0
0
312078
CreativePlanning
COM
462726100
424
3472
SH
SOLE
0
0
3472
CreativePlanning
COM
72201H108
2229
185558
SH
SOLE
0
0
185558
CreativePlanning
COM
800677106
198
15820
SH
SOLE
0
0
15820
CreativePlanning
S&P BIOTECH
78464A870
4828
35593
SH
SOLE
0
0
35593
CreativePlanning
COM
87601A107
12
20000
SH
SOLE
0
0
20000
CreativePlanning
COM
98462Y100
125
28775
SH
SOLE
0
0
28775
CreativePlanning
COM
987184108
979
19990
SH
SOLE
0
0
19990
CreativePlanning
COM
053906103
36
28951
SH
SOLE
0
0
28951
CreativePlanning
S&P 400 MDCP VAL
78464A839
1661
25381
SH
SOLE
0
0
25381
CreativePlanning
S&P HOMEBUILD
78464A888
532
7555
SH
SOLE
0
0
7555
CreativePlanning
COM
686688102
388
4945
SH
SOLE
0
0
4945
CreativePlanning
COM NEW
852857200
562
2817
SH
SOLE
0
0
2817
CreativePlanning
CONSUM DIS ETF
92204A108
3004
10171
SH
SOLE
0
0
10171
CreativePlanning
INDUSTRIAL ETF
92204A603
856
4522
SH
SOLE
0
0
4522
CreativePlanning
COM
651587107
253
665
SH
SOLE
0
0
665
CreativePlanning
COM
40425J101
319
8629
SH
SOLE
0
0
8629
CreativePlanning
SPONSORED ADR
759530108
1246
49513
SH
SOLE
0
0
49513
CreativePlanning
NUVEEN BLMBRG SR
78468R739
867
17490
SH
SOLE
0
0
17490
CreativePlanning
COM
42809H107
562
7937
SH
SOLE
0
0
7937
CreativePlanning
GOLD MINERS ETF
92189F106
2248
69170
SH
SOLE
0
0
69170
CreativePlanning
COM
82669G104
583
2577
SH
SOLE
0
0
2577
CreativePlanning
COM PAR $0.001
229050307
2081
40010
SH
SOLE
0
0
40010
CreativePlanning
COM
128246105
229
2955
SH
SOLE
0
0
2955
CreativePlanning
COM
140501107
1847
83350
SH
SOLE
0
0
83350
CreativePlanning
COM
192422103
966
11643
SH
SOLE
0
0
11643
CreativePlanning
COM
037598109
219
5363
SH
SOLE
0
0
5363
CreativePlanning
DJUBS CMDT ETN36
06738C778
215
9108
SH
SOLE
0
0
9108
CreativePlanning
S&P SMCP VLU MNT
46137V480
493
10147
SH
SOLE
0
0
10147
CreativePlanning
COM
749660106
1348
249596
SH
SOLE
0
0
249596
CreativePlanning
COM
919794107
201
14609
SH
SOLE
0
0
14609
CreativePlanning
SHS
G491BT108
278
11013
SH
SOLE
0
0
11013
CreativePlanning
CL A
57636Q104
33362
93701
SH
SOLE
0
0
93701
CreativePlanning
FTSE EUROPE ETF
922042874
50144
795936
SH
SOLE
0
0
795936
CreativePlanning
COM
896522109
399
14005
SH
SOLE
0
0
14005
CreativePlanning
PSHS ULT S&P 500
74347R107
2108
20602
SH
SOLE
0
0
20602
CreativePlanning
NY REGISTRY SH
03938L203
391
13413
SH
SOLE
0
0
13413
CreativePlanning
COM
136069101
722
7379
SH
SOLE
0
0
7379
CreativePlanning
CL A
090572207
616
1079
SH
SOLE
0
0
1079
CreativePlanning
COM
063671101
598
6715
SH
SOLE
0
0
6715
CreativePlanning
COM
29444U700
1633
2403
SH
SOLE
0
0
2403
CreativePlanning
COM
466032109
699
4453
SH
SOLE
0
0
4453
CreativePlanning
COM
91879Q109
454
1556
SH
SOLE
0
0
1556
CreativePlanning
COM
09254J102
156
10264
SH
SOLE
0
0
10264
CreativePlanning
COM
646025106
448
11230
SH
SOLE
0
0
11230
CreativePlanning
CL A
810186106
2011
8208
SH
SOLE
0
0
8208
CreativePlanning
COM
97650W108
1608
21219
SH
SOLE
0
0
21219
CreativePlanning
COM
596278101
566
3413
SH
SOLE
0
0
3413
CreativePlanning
COM CL A
25659T107
267
2703
SH
SOLE
0
0
2703
CreativePlanning
COM
706327103
692
24004
SH
SOLE
0
0
24004
CreativePlanning
SPONSORED ADR
876568502
558
26829
SH
SOLE
0
0
26829
CreativePlanning
US AER DEF ETF
464288760
1937
18608
SH
SOLE
0
0
18608
CreativePlanning
COM
09254F100
739
46481
SH
SOLE
0
0
46481
CreativePlanning
PSHS ULTRA QQQ
74347R206
1934
16505
SH
SOLE
0
0
16505
CreativePlanning
COM
42234Q102
581
11556
SH
SOLE
0
0
11556
CreativePlanning
EUROPE SMCP DV
97717W869
413
5935
SH
SOLE
0
0
5935
CreativePlanning
COM NEW
09062W204
227
6300
SH
SOLE
0
0
6300
CreativePlanning
COM NEW
05534B760
600
13303
SH
SOLE
0
0
13303
CreativePlanning
COM
894164102
211
3451
SH
SOLE
0
0
3451
CreativePlanning
U.S. MED DVC ETF
464288810
1481
4482
SH
SOLE
0
0
4482
CreativePlanning
INTL SMCAP DIV
97717W760
3250
44997
SH
SOLE
0
0
44997
CreativePlanning
HIGH YLD MUN ETF
92189H409
431
6938
SH
SOLE
0
0
6938
CreativePlanning
SHS
G4705A100
1721
8765
SH
SOLE
0
0
8765
CreativePlanning
COM
165303108
223
1919
SH
SOLE
0
0
1919
CreativePlanning
COM
866674104
363
2417
SH
SOLE
0
0
2417
CreativePlanning
COM
297178105
1141
4198
SH
SOLE
0
0
4198
CreativePlanning
COM
29472R108
304
4779
SH
SOLE
0
0
4779
CreativePlanning
COM NEW
72941H400
39
16356
SH
SOLE
0
0
16356
CreativePlanning
ORD
M22013102
62
16425
SH
SOLE
0
0
16425
CreativePlanning
COM UNIT
25820R105
789
57775
SH
SOLE
0
0
57775
CreativePlanning
COM
05150X104
38
11600
SH
SOLE
0
0
11600
CreativePlanning
COM NEW
25614T309
39
10853
SH
SOLE
0
0
10853
CreativePlanning
COM
015271109
245
1491
SH
SOLE
0
0
1491
CreativePlanning
COM
038923108
1343
84486
SH
SOLE
0
0
84486
CreativePlanning
COM SHS
044103877
30
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
064149107
568
9088
SH
SOLE
0
0
9088
CreativePlanning
SHS BEN INT
09248H105
164
11797
SH
SOLE
0
0
11797
CreativePlanning
CL A
115637100
559
8786
SH
SOLE
0
0
8786
CreativePlanning
COM
G0585R106
243
5756
SH
SOLE
0
0
5756
CreativePlanning
COM
237266101
483
6569
SH
SOLE
0
0
6569
CreativePlanning
COM CL A
09257W100
1224
39494
SH
SOLE
0
0
39494
CreativePlanning
COM
253868103
2408
17095
SH
SOLE
0
0
17095
CreativePlanning
COM UT LTD PTN
29273V100
13879
1807142
SH
SOLE
0
0
1807142
CreativePlanning
COM
30225T102
784
5912
SH
SOLE
0
0
5912
CreativePlanning
COM
302520101
701
55185
SH
SOLE
0
0
55185
CreativePlanning
COM
33616C100
1327
7961
SH
SOLE
0
0
7961
CreativePlanning
EURO STOXX 50
78463X202
646
14524
SH
SOLE
0
0
14524
CreativePlanning
INTL EQUITY FD
97717W703
2596
49376
SH
SOLE
0
0
49376
CreativePlanning
US HIGH DIVIDEND
97717W208
542
7108
SH
SOLE
0
0
7108
CreativePlanning
INTL DIV EX FINL
97717W786
223
5264
SH
SOLE
0
0
5264
CreativePlanning
INTL LRGCAP DV
97717W794
106899
2258578
SH
SOLE
0
0
2258578
CreativePlanning
INTL MIDCAP DV
97717W778
235
3495
SH
SOLE
0
0
3495
CreativePlanning
JAPN HEDGE EQT
97717W851
259
4230
SH
SOLE
0
0
4230
CreativePlanning
US LARGECAP DIVD
97717W307
64216
559955
SH
SOLE
0
0
559955
CreativePlanning
US MIDCAP DIVID
97717W505
51462
1273174
SH
SOLE
0
0
1273174
CreativePlanning
US SMALLCAP DIVD
97717W604
47923
1538464
SH
SOLE
0
0
1538464
CreativePlanning
US TOTAL DIVIDND
97717W109
2930
25917
SH
SOLE
0
0
25917
CreativePlanning
COM
67072C105
237
24360
SH
SOLE
0
0
24360
CreativePlanning
NASDAQ COMPSIT
315912808
587
1144
SH
SOLE
0
0
1144
CreativePlanning
MSCI USA ESG SLC
464288802
2354
26804
SH
SOLE
0
0
26804
CreativePlanning
CORE S&P TTL STK
464287150
57281
625337
SH
SOLE
0
0
625337
CreativePlanning
COM
67066Y105
157
10593
SH
SOLE
0
0
10593
CreativePlanning
COM SH BEN INT
67070X101
575
35592
SH
SOLE
0
0
35592
CreativePlanning
COM
670657105
1274
85934
SH
SOLE
0
0
85934
CreativePlanning
COM
67090H102
222
20696
SH
SOLE
0
0
20696
CreativePlanning
DYNMC LRG VALU
46137V738
325
7627
SH
SOLE
0
0
7627
CreativePlanning
LARGE CAP ETF
922908637
1347992
7274649
SH
SOLE
0
0
7274649
CreativePlanning
CL A
422806208
222
1954
SH
SOLE
0
0
1954
CreativePlanning
COM
017175100
1212
1935
SH
SOLE
0
0
1935
CreativePlanning
COM
366651107
525
2874
SH
SOLE
0
0
2874
CreativePlanning
COM
422806109
794
6313
SH
SOLE
0
0
6313
CreativePlanning
US HOME CONS ETF
464288752
753
11090
SH
SOLE
0
0
11090
CreativePlanning
US REGNL BKS ETF
464288778
1412
24910
SH
SOLE
0
0
24910
CreativePlanning
US HLTHCR PR ETF
464288828
544
2163
SH
SOLE
0
0
2163
CreativePlanning
U.S. PHARMA ETF
464288836
354
1994
SH
SOLE
0
0
1994
CreativePlanning
US OIL GS EX ETF
464288851
333
6841
SH
SOLE
0
0
6841
CreativePlanning
CL A
499049104
356
7395
SH
SOLE
0
0
7395
CreativePlanning
COM
573284106
1657
4936
SH
SOLE
0
0
4936
CreativePlanning
COM
592688105
1031
892
SH
SOLE
0
0
892
CreativePlanning
COM
879360105
380
919
SH
SOLE
0
0
919
CreativePlanning
COM NEW
884903709
371
4234
SH
SOLE
0
0
4234
CreativePlanning
COM
893641100
3604
6130
SH
SOLE
0
0
6130
CreativePlanning
COM
46131T101
145
11093
SH
SOLE
0
0
11093
CreativePlanning
COM
957638109
3296
34901
SH
SOLE
0
0
34901
CreativePlanning
SPONSORED ADR
47030M106
213
6965
SH
SOLE
0
0
6965
CreativePlanning
COM
58463J304
2276
106957
SH
SOLE
0
0
106957
CreativePlanning
COM
72200R107
592
41127
SH
SOLE
0
0
41127
CreativePlanning
COM
72200T103
419
35010
SH
SOLE
0
0
35010
CreativePlanning
ADR
74435K204
245
5736
SH
SOLE
0
0
5736
CreativePlanning
SPON ADR
92932M101
707
9762
SH
SOLE
0
0
9762
CreativePlanning
COM
72346Q104
262
2958
SH
SOLE
0
0
2958
CreativePlanning
COM
053774105
490
6756
SH
SOLE
0
0
6756
CreativePlanning
COM
410345102
900
45778
SH
SOLE
0
0
45778
CreativePlanning
COM PAR $0.004
000360206
389
5552
SH
SOLE
0
0
5552
CreativePlanning
COM CL B
020283305
7
13500
SH
SOLE
0
0
13500
CreativePlanning
SPONS ADR NEW
023111206
403
64837
SH
SOLE
0
0
64837
CreativePlanning
COM
036642106
55
13500
SH
SOLE
0
0
13500
CreativePlanning
SHS
M85548101
525
20283
SH
SOLE
0
0
20283
CreativePlanning
CL A
512816109
488
5199
SH
SOLE
0
0
5199
CreativePlanning
COM
22160N109
827
1006
SH
SOLE
0
0
1006
CreativePlanning
COM
03815U300
583
81145
SH
SOLE
0
0
81145
CreativePlanning
COM
767292105
1234
23162
SH
SOLE
0
0
23162
CreativePlanning
COM
049904105
2420
3774
SH
SOLE
0
0
3774
CreativePlanning
COM
04010L103
1907
101906
SH
SOLE
0
0
101906
CreativePlanning
COM
290828102
243
8394
SH
SOLE
0
0
8394
CreativePlanning
COM
056525108
510
5482
SH
SOLE
0
0
5482
CreativePlanning
COM
05945F103
314
4444
SH
SOLE
0
0
4444
CreativePlanning
COM NEW
06652V208
236
4416
SH
SOLE
0
0
4416
CreativePlanning
COM
12008R107
241
5188
SH
SOLE
0
0
5188
CreativePlanning
UT LTD PARTNER
131476103
291
47739
SH
SOLE
0
0
47739
CreativePlanning
COM
177835105
963
11770
SH
SOLE
0
0
11770
CreativePlanning
COM
14057J101
1209
91273
SH
SOLE
0
0
91273
CreativePlanning
VCSHS US 500 ENH
92647N782
568
8451
SH
SOLE
0
0
8451
CreativePlanning
COM
01535P106
43
17247
SH
SOLE
0
0
17247
CreativePlanning
COM
433535101
1166
67613
SH
SOLE
0
0
67613
CreativePlanning
COM
125269100
948
20884
SH
SOLE
0
0
20884
CreativePlanning
COM
959802109
812
32932
SH
SOLE
0
0
32932
CreativePlanning
COM
74348T102
492
64093
SH
SOLE
0
0
64093
CreativePlanning
COM
867652406
586
17522
SH
SOLE
0
0
17522
CreativePlanning
COM
525327102
2926
30387
SH
SOLE
0
0
30387
CreativePlanning
INTL DIVI ACHI
46137V548
2540
152282
SH
SOLE
0
0
152282
CreativePlanning
S&P METALS MNG
78464A755
1053
26378
SH
SOLE
0
0
26378
CreativePlanning
ADR
585464100
446
22425
SH
SOLE
0
0
22425
CreativePlanning
S&P SML600 GWT
46137V175
534
3391
SH
SOLE
0
0
3391
CreativePlanning
DJ INTL RL ETF
78463X863
591
17146
SH
SOLE
0
0
17146
CreativePlanning
COM
14817C107
831
18498
SH
SOLE
0
0
18498
CreativePlanning
SHS
336917109
352
10771
SH
SOLE
0
0
10771
CreativePlanning
COM NEW
66510M204
10
15995
SH
SOLE
0
0
15995
CreativePlanning
COM SHS
670699107
341
12552
SH
SOLE
0
0
12552
CreativePlanning
MCAP GR IDXVIP
922908538
13881
64686
SH
SOLE
0
0
64686
CreativePlanning
COM NEW
05366Y201
997
14038
SH
SOLE
0
0
14038
CreativePlanning
S&P REGL BKG
78464A698
2843
42853
SH
SOLE
0
0
42853
CreativePlanning
S&P BK ETF
78464A797
589
11344
SH
SOLE
0
0
11344
CreativePlanning
MCAP VL IDXVIP
922908512
45304
335912
SH
SOLE
0
0
335912
CreativePlanning
COM
29089Q105
329
3539
SH
SOLE
0
0
3539
CreativePlanning
S&P 400 MDCP GRW
78464A821
1009
13439
SH
SOLE
0
0
13439
CreativePlanning
COM
30063P105
1267
9611
SH
SOLE
0
0
9611
CreativePlanning
COM
27829F108
394
42327
SH
SOLE
0
0
42327
CreativePlanning
COM CL A
848574109
1069
21965
SH
SOLE
0
0
21965
CreativePlanning
SPONSORED ADS
880890108
852
21937
SH
SOLE
0
0
21937
CreativePlanning
COM
01748X102
532
2180
SH
SOLE
0
0
2180
CreativePlanning
CAP STRENGTH ETF
33733E104
207
2929
SH
SOLE
0
0
2929
CreativePlanning
COM
640491106
610
6858
SH
SOLE
0
0
6858
CreativePlanning
COM
670651108
453
29316
SH
SOLE
0
0
29316
CreativePlanning
DIVID ACHIEVEV
46137V506
363
10508
SH
SOLE
0
0
10508
CreativePlanning
CL A
760281204
500
11300
SH
SOLE
0
0
11300
CreativePlanning
COM
800363103
1198
27579
SH
SOLE
0
0
27579
CreativePlanning
COM NEW
89620X506
226
21050
SH
SOLE
0
0
21050
CreativePlanning
COM
980745103
586
4855
SH
SOLE
0
0
4855
CreativePlanning
COM
916896103
38
13382
SH
SOLE
0
0
13382
CreativePlanning
ALLWRLD EX US
922042775
31443
518176
SH
SOLE
0
0
518176
CreativePlanning
DWA MOMENTUM
46137V837
637
7482
SH
SOLE
0
0
7482
CreativePlanning
COM
008073108
208
1794
SH
SOLE
0
0
1794
CreativePlanning
COM
11133T103
2714
17728
SH
SOLE
0
0
17728
CreativePlanning
SHS
N00985106
1696
28870
SH
SOLE
0
0
28870
CreativePlanning
COM
826917106
65
10030
SH
SOLE
0
0
10030
CreativePlanning
NY ARCA BIOTECH
33733E203
260
1622
SH
SOLE
0
0
1622
CreativePlanning
FINL PFD ETF
46137V621
607
32126
SH
SOLE
0
0
32126
CreativePlanning
S&P500 PUR VAL
46137V258
202
2732
SH
SOLE
0
0
2732
CreativePlanning
SHORT TREAS BD
464288679
2190
19820
SH
SOLE
0
0
19820
CreativePlanning
IBOXX HI YD ETF
464288513
14671
168282
SH
SOLE
0
0
168282
CreativePlanning
USD INV GRDE ETF
464288620
260
4402
SH
SOLE
0
0
4402
CreativePlanning
ISHS 1-5YR INVS
464288646
11700
213964
SH
SOLE
0
0
213964
CreativePlanning
SHORT TRM BOND
921937827
145750
1773336
SH
SOLE
0
0
1773336
CreativePlanning
CL A
65336K103
969
6898
SH
SOLE
0
0
6898
CreativePlanning
SPONSORED ADR
60687Y109
223
76549
SH
SOLE
0
0
76549
CreativePlanning
INTERMED TERM
921937819
2933
33055
SH
SOLE
0
0
33055
CreativePlanning
COM NEW
247361702
10269
212692
SH
SOLE
0
0
212692
CreativePlanning
COM
336433107
1145
13113
SH
SOLE
0
0
13113
CreativePlanning
COM
84763A108
54
16532
SH
SOLE
0
0
16532
CreativePlanning
CL A
29530P102
1316
5959
SH
SOLE
0
0
5959
CreativePlanning
DJ INTERNT IDX
33733E302
4026
18462
SH
SOLE
0
0
18462
CreativePlanning
S&P OILGAS EXP
78468R556
2919
35883
SH
SOLE
0
0
35883
CreativePlanning
PORTFOLIO S&P400
78464A847
1485642
32465960
SH
SOLE
0
0
32465960
CreativePlanning
TOTAL BND MRKT
921937835
2066145
24387925
SH
SOLE
0
0
24387925
CreativePlanning
OIL FD
46140H403
112
10663
SH
SOLE
0
0
10663
CreativePlanning
COM
81181C104
1941
13979
SH
SOLE
0
0
13979
CreativePlanning
COM
343389102
227
135146
SH
SOLE
0
0
135146
CreativePlanning
MSCI KLD400 SOC
464288570
12545
164288
SH
SOLE
0
0
164288
CreativePlanning
COM
254709108
1716
18066
SH
SOLE
0
0
18066
CreativePlanning
COM
64115T104
885
31444
SH
SOLE
0
0
31444
CreativePlanning
S&P GBL WATER
46138E263
746
15190
SH
SOLE
0
0
15190
CreativePlanning
PORTFOLIO EMG MK
78463X509
538123
12291515
SH
SOLE
0
0
12291515
CreativePlanning
S&P MDCP400 PR
46137V217
447
2037
SH
SOLE
0
0
2037
CreativePlanning
COM
887098101
662
23800
SH
SOLE
0
0
23800
CreativePlanning
COM
427096508
457
28485
SH
SOLE
0
0
28485
CreativePlanning
COM
09260D107
12430
166785
SH
SOLE
0
0
166785
CreativePlanning
RUSSIA ETF
92189F403
415
16074
SH
SOLE
0
0
16074
CreativePlanning
LONG TERM BOND
921937793
396
4033
SH
SOLE
0
0
4033
CreativePlanning
ASIA PACIF ETF
78463X301
1295
9858
SH
SOLE
0
0
9858
CreativePlanning
S&P INTL SMLCP
78463X871
20358
544765
SH
SOLE
0
0
544765
CreativePlanning
MBS ETF
464288588
6544
60359
SH
SOLE
0
0
60359
CreativePlanning
PFD AND INCM SEC
464288687
12135
316016
SH
SOLE
0
0
316016
CreativePlanning
S&P500 EQL TEC
46137V282
615
2278
SH
SOLE
0
0
2278
CreativePlanning
REG SHS
H84989104
2731
21153
SH
SOLE
0
0
21153
CreativePlanning
COM
064058100
8983
189959
SH
SOLE
0
0
189959
CreativePlanning
INTL SEL DIV ETF
464288448
1970
62592
SH
SOLE
0
0
62592
CreativePlanning
DYNMC SOFTWARE
46137V639
231
1480
SH
SOLE
0
0
1480
CreativePlanning
S&P500 PUR GWT
46137V266
24636
149972
SH
SOLE
0
0
149972
CreativePlanning
EMER MKT HIGH FD
97717W315
76349
1721117
SH
SOLE
0
0
1721117
CreativePlanning
SHS
Y1968P121
856
17248
SH
SOLE
0
0
17248
CreativePlanning
3 7 YR TREAS BD
464288661
526210
4051198
SH
SOLE
0
0
4051198
CreativePlanning
FTSE RAFI 1500
46137V597
1217
6901
SH
SOLE
0
0
6901
CreativePlanning
CL A COM
928563402
537
3571
SH
SOLE
0
0
3571
CreativePlanning
SPONS ADR 2 ORD
639057108
159
29553
SH
SOLE
0
0
29553
CreativePlanning
HIGH DIV YLD
921946406
173829
1719543
SH
SOLE
0
0
1719543
CreativePlanning
COM
12811L107
119
11600
SH
SOLE
0
0
11600
CreativePlanning
US LARGECAP FUND
97717W588
7425
171283
SH
SOLE
0
0
171283
CreativePlanning
ULTRA FNCLS NEW
74347X633
324
6149
SH
SOLE
0
0
6149
CreativePlanning
FTSE DEV MKT ETF
921943858
3997899
81407026
SH
SOLE
0
0
81407026
CreativePlanning
LOW CARBN ENERGY
92189F502
318
2026
SH
SOLE
0
0
2026
CreativePlanning
COM NEW
50077B207
165
6041
SH
SOLE
0
0
6041
CreativePlanning
NATIONAL MUN ETF
464288414
804939
6936138
SH
SOLE
0
0
6936138
CreativePlanning
NUVEEN BRC MUNIC
78468R721
1109
21462
SH
SOLE
0
0
21462
CreativePlanning
COM
44980X109
448
2126
SH
SOLE
0
0
2126
CreativePlanning
COM
950810101
962
26667
SH
SOLE
0
0
26667
CreativePlanning
COM
88076W103
359
9320
SH
SOLE
0
0
9320
CreativePlanning
PSHS ULTRA TECH
74347R693
650
8654
SH
SOLE
0
0
8654
CreativePlanning
CL A NON-VTG
153527205
1330
25625
SH
SOLE
0
0
25625
CreativePlanning
COM
248356107
20
18228
SH
SOLE
0
0
18228
CreativePlanning
COM
32076V103
328
21054
SH
SOLE
0
0
21054
CreativePlanning
COM
349915108
217
33605
SH
SOLE
0
0
33605
CreativePlanning
SPONSORED ADR
43289P106
2278
166887
SH
SOLE
0
0
166887
CreativePlanning
COM
45667G103
172
17884
SH
SOLE
0
0
17884
CreativePlanning
COM NEW
292671708
67
11764
SH
SOLE
0
0
11764
CreativePlanning
MORTGE REL ETF
46435G342
227
6436
SH
SOLE
0
0
6436
CreativePlanning
COM
184499101
4396
319948
SH
SOLE
0
0
319948
CreativePlanning
GBL CLEAN ENRG
46138G847
534
16694
SH
SOLE
0
0
16694
CreativePlanning
FTSE SMCAP ETF
922042718
15948
124236
SH
SOLE
0
0
124236
CreativePlanning
BLMBRG BRC CNVRT
78464A359
8854
106232
SH
SOLE
0
0
106232
CreativePlanning
WTR ETF
33733B100
329
4204
SH
SOLE
0
0
4204
CreativePlanning
COM
431466101
320
100000
SH
SOLE
0
0
100000
CreativePlanning
US SMALLCAP FUND
97717W562
1701
35894
SH
SOLE
0
0
35894
CreativePlanning
US MIDCAP FUND
97717W570
627
12306
SH
SOLE
0
0
12306
CreativePlanning
COM NEW
21075N204
2933
752165
SH
SOLE
0
0
752165
CreativePlanning
NAS CLNEDG GREEN
33733E500
1121
16336
SH
SOLE
0
0
16336
CreativePlanning
REG SHS
H8817H100
274
77240
SH
SOLE
0
0
77240
CreativePlanning
BLOMBERG INTL TR
78464A516
15425
529354
SH
SOLE
0
0
529354
CreativePlanning
COM
550021109
2998
9774
SH
SOLE
0
0
9774
CreativePlanning
COM
136635109
908
18291
SH
SOLE
0
0
18291
CreativePlanning
EMRNG MKT SVRG
46138E784
669
24998
SH
SOLE
0
0
24998
CreativePlanning
COM
574795100
2038
8874
SH
SOLE
0
0
8874
CreativePlanning
COM
392709101
1566
69062
SH
SOLE
0
0
69062
CreativePlanning
COM
092508100
310
21108
SH
SOLE
0
0
21108
CreativePlanning
EMG MKTS SMCAP
97717W281
762781
14871917
SH
SOLE
0
0
14871917
CreativePlanning
COM
55027E102
385
12072
SH
SOLE
0
0
12072
CreativePlanning
JPMORGAN USD EMG
464288281
1668
15322
SH
SOLE
0
0
15322
CreativePlanning
COM
902788108
1515
16413
SH
SOLE
0
0
16413
CreativePlanning
COM
58733R102
4791
3254
SH
SOLE
0
0
3254
CreativePlanning
LP INT UNIT
G16252101
2187
41062
SH
SOLE
0
0
41062
CreativePlanning
COM
86184W106
34
17881
SH
SOLE
0
0
17881
CreativePlanning
ENHNCD CMMDTY ST
97717Y683
272
13558
SH
SOLE
0
0
13558
CreativePlanning
COM
235825205
1757
72216
SH
SOLE
0
0
72216
CreativePlanning
COM UNIT
16411Q101
543
13064
SH
SOLE
0
0
13064
CreativePlanning
SPDR BLOOMBERG
78468R663
18057
197340
SH
SOLE
0
0
197340
CreativePlanning
BULLISH FD
46141D203
4
167
SH
SOLE
0
0
167
CreativePlanning
COM NEW
64049M209
562
11644
SH
SOLE
0
0
11644
CreativePlanning
INTL DEV RE ETF
464288489
10494
380479
SH
SOLE
0
0
380479
CreativePlanning
FTSE RAFI DEV
46138E743
545
11786
SH
SOLE
0
0
11786
CreativePlanning
NATL AMT MUNI
46138E537
608
22715
SH
SOLE
0
0
22715
CreativePlanning
ISHS 5-10YR INVT
464288638
610
10293
SH
SOLE
0
0
10293
CreativePlanning
BLOOMBERG BRCLYS
78468R622
795
7310
SH
SOLE
0
0
7310
CreativePlanning
COM
05508R106
329
10583
SH
SOLE
0
0
10583
CreativePlanning
COM NEW
16934Q208
446
35084
SH
SOLE
0
0
35084
CreativePlanning
COM
17243V102
292
14318
SH
SOLE
0
0
14318
CreativePlanning
COM
212015101
5454
210823
SH
SOLE
0
0
210823
CreativePlanning
FINLS ALPHADEX
33734X135
206
4946
SH
SOLE
0
0
4946
CreativePlanning
HLTH CARE ALPH
33734X143
519
4774
SH
SOLE
0
0
4774
CreativePlanning
COM SHS
33734K109
363
4530
SH
SOLE
0
0
4530
CreativePlanning
COM
33734G108
465
18448
SH
SOLE
0
0
18448
CreativePlanning
TECH ALPHADEX
33734X176
223
1962
SH
SOLE
0
0
1962
CreativePlanning
DEPOSITARY UNIT
451100101
362
6739
SH
SOLE
0
0
6739
CreativePlanning
INTRM GOV CR ETF
464288612
483
4203
SH
SOLE
0
0
4203
CreativePlanning
EAFE SML CP ETF
464288273
340590
4740956
SH
SOLE
0
0
4740956
CreativePlanning
GLB INFRASTR ETF
464288372
238
5282
SH
SOLE
0
0
5282
CreativePlanning
CRE U S REIT ETF
464288521
7375
140752
SH
SOLE
0
0
140752
CreativePlanning
COM
55354G100
899
2144
SH
SOLE
0
0
2144
CreativePlanning
MEGA GRWTH IND
921910816
18599
89821
SH
SOLE
0
0
89821
CreativePlanning
MEGA CAP VAL ETF
921910840
669
7030
SH
SOLE
0
0
7030
CreativePlanning
FTSE RAFI EMNG
46138E727
354
15728
SH
SOLE
0
0
15728
CreativePlanning
COM CL A
92826C839
70554
333228
SH
SOLE
0
0
333228
CreativePlanning
FTSE INT GVT ETF
78464A490
225
4048
SH
SOLE
0
0
4048
CreativePlanning
COM
74431A101
148
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
718172109
21800
245657
SH
SOLE
0
0
245657
CreativePlanning
COM
431475102
2734
24745
SH
SOLE
0
0
24745
CreativePlanning
COM
431571108
859
17998
SH
SOLE
0
0
17998
CreativePlanning
COM
665531307
212
17581
SH
SOLE
0
0
17581
CreativePlanning
INTRMDT MUNI ETF
92189H201
1101
21484
SH
SOLE
0
0
21484
CreativePlanning
DEVSMCP EXNA ETF
464288497
448
6806
SH
SOLE
0
0
6806
CreativePlanning
MSCI ACWI EX US
464288240
8988
162878
SH
SOLE
0
0
162878
CreativePlanning
COM
29358P101
3252
34657
SH
SOLE
0
0
34657
CreativePlanning
US EQTY OPPT ETF
336920103
673
5645
SH
SOLE
0
0
5645
CreativePlanning
COM NEW
15118V207
1027
21380
SH
SOLE
0
0
21380
CreativePlanning
MEGA CAP INDEX
921910873
15790
112598
SH
SOLE
0
0
112598
CreativePlanning
SOLAR ETF
46138G706
900
9807
SH
SOLE
0
0
9807
CreativePlanning
INDIA ERNGS FD
97717W422
448
14201
SH
SOLE
0
0
14201
CreativePlanning
COM
86882C105
24
11200
SH
SOLE
0
0
11200
CreativePlanning
COM
376546107
254
20805
SH
SOLE
0
0
20805
CreativePlanning
COM
769397100
78
11258
SH
SOLE
0
0
11258
CreativePlanning
COM
85917A100
473
20550
SH
SOLE
0
0
20550
CreativePlanning
CALIF MUN BD ETF
464288356
528
8494
SH
SOLE
0
0
8494
CreativePlanning
S&P 600 SML CAP
78464A813
682
7261
SH
SOLE
0
0
7261
CreativePlanning
PORTFOLIO S&P500
78464A854
612489
13140718
SH
SOLE
0
0
13140718
CreativePlanning
PORTFOLIO DEVLPD
78463X889
1188272
33604981
SH
SOLE
0
0
33604981
CreativePlanning
COM
432748101
873
25566
SH
SOLE
0
0
25566
CreativePlanning
COM
36352H100
15
13709
SH
SOLE
0
0
13709
CreativePlanning
PORTFOLIO AGRGTE
78464A649
56057
1890639
SH
SOLE
0
0
1890639
CreativePlanning
COM NEW
128058203
23
12164
SH
SOLE
0
0
12164
CreativePlanning
COM
644535106
25
16095
SH
SOLE
0
0
16095
CreativePlanning
NEW YORK MUN ETF
464288323
10164
176190
SH
SOLE
0
0
176190
CreativePlanning
COM
68375N103
421
98040
SH
SOLE
0
0
98040
CreativePlanning
SPONSORED ADS
722304102
630
4704
SH
SOLE
0
0
4704
CreativePlanning
FTSE RAFI SML
46138E735
201
5502
SH
SOLE
0
0
5502
CreativePlanning
PFD ETF
46138E511
11055
737026
SH
SOLE
0
0
737026
CreativePlanning
CALIF AMT MUN
46138E206
424
15338
SH
SOLE
0
0
15338
CreativePlanning
S&P500 EQL STP
46137V373
340
2156
SH
SOLE
0
0
2156
CreativePlanning
COM
92823T108
65
11626
SH
SOLE
0
0
11626
CreativePlanning
COM
983793100
367
2973
SH
SOLE
0
0
2973
CreativePlanning
SHS
337344105
224
2172
SH
SOLE
0
0
2172
CreativePlanning
COM
55903Q104
158
10531
SH
SOLE
0
0
10531
CreativePlanning
DJ GLB RL ES ETF
78463X749
1442
30547
SH
SOLE
0
0
30547
CreativePlanning
S&P EMKTSC ETF
78463X756
200785
3624929
SH
SOLE
0
0
3624929
CreativePlanning
COM
91688R108
38
34696
SH
SOLE
0
0
34696
CreativePlanning
COM
98973P101
100
27898
SH
SOLE
0
0
27898
CreativePlanning
COM
90384S303
459
1484
SH
SOLE
0
0
1484
CreativePlanning
COM
974250102
466
2500
SH
SOLE
0
0
2500
CreativePlanning
COM
70451A104
479
109533
SH
SOLE
0
0
109533
CreativePlanning
COM
04367G103
377
115906
SH
SOLE
0
0
115906
CreativePlanning
COM
81811M100
598
49387
SH
SOLE
0
0
49387
CreativePlanning
COM
82312B106
5053
103520
SH
SOLE
0
0
103520
CreativePlanning
COM
82835P103
121
24631
SH
SOLE
0
0
24631
CreativePlanning
COM
03879J100
81
24210
SH
SOLE
0
0
24210
CreativePlanning
COM
896095106
207
4364
SH
SOLE
0
0
4364
CreativePlanning
SHS
337345102
734
5088
SH
SOLE
0
0
5088
CreativePlanning
SHS
Y62132108
1720
193216
SH
SOLE
0
0
193216
CreativePlanning
COM PAR $.02
649604501
296
66143
SH
SOLE
0
0
66143
CreativePlanning
COM
669549107
2678
100639
SH
SOLE
0
0
100639
CreativePlanning
COM
M7516K103
334
3665
SH
SOLE
0
0
3665
CreativePlanning
COM PAR
15117F500
48
30000
SH
SOLE
0
0
30000
CreativePlanning
COM
P73398102
40
17880
SH
SOLE
0
0
17880
CreativePlanning
COM
14427M107
268
18747
SH
SOLE
0
0
18747
CreativePlanning
COM NEW
86272A206
84
50200
SH
SOLE
0
0
50200
CreativePlanning
COM
45665G303
121
37310
SH
SOLE
0
0
37310
CreativePlanning
SHS USD
G50871105
250
1522
SH
SOLE
0
0
1522
CreativePlanning
COM
48716P108
217
17956
SH
SOLE
0
0
17956
CreativePlanning
COM
73688F102
87
40377
SH
SOLE
0
0
40377
CreativePlanning
COM
53261M104
95
26515
SH
SOLE
0
0
26515
CreativePlanning
COM
554571109
188
13383
SH
SOLE
0
0
13383
CreativePlanning
COM
56064Y100
2803
135000
SH
SOLE
0
0
135000
CreativePlanning
COM NEW
25400W102
4769
59347
SH
SOLE
0
0
59347
CreativePlanning
COM
596680108
352
4451
SH
SOLE
0
0
4451
CreativePlanning
COM
598511103
204
6578
SH
SOLE
0
0
6578
CreativePlanning
COM
602496101
207
20135
SH
SOLE
0
0
20135
CreativePlanning
ORD
M70240102
33
12500
SH
SOLE
0
0
12500
CreativePlanning
SPONSORED ADS
874060205
799
43765
SH
SOLE
0
0
43765
CreativePlanning
COM
96951A104
48
13750
SH
SOLE
0
0
13750
CreativePlanning
GBL WND ENRG ETF
33736G106
474
21026
SH
SOLE
0
0
21026
CreativePlanning
MSCI ACWI ETF
464288257
2073
21784
SH
SOLE
0
0
21784
CreativePlanning
COM
00123Q104
2161
128924
SH
SOLE
0
0
128924
CreativePlanning
COM
381119106
9
14052
SH
SOLE
0
0
14052
CreativePlanning
COM NEW
032797300
265
17750
SH
SOLE
0
0
17750
CreativePlanning
CL A
05541T101
75
15549
SH
SOLE
0
0
15549
CreativePlanning
COM
092533108
61
18200
SH
SOLE
0
0
18200
CreativePlanning
COM
45166V106
39
13414
SH
SOLE
0
0
13414
CreativePlanning
COM
18482P103
867
28772
SH
SOLE
0
0
28772
CreativePlanning
PARTNERSHP UNITS
Y11082206
488
43874
SH
SOLE
0
0
43874
CreativePlanning
COM
293712105
2281
46129
SH
SOLE
0
0
46129
CreativePlanning
COM
318910106
450
10346
SH
SOLE
0
0
10346
CreativePlanning
CL A
31946M103
535
641
SH
SOLE
0
0
641
CreativePlanning
COM
32020R109
733
15695
SH
SOLE
0
0
15695
CreativePlanning
COM
351858105
885
7060
SH
SOLE
0
0
7060
CreativePlanning
NASDAQ INTERNT
46137V530
246
1068
SH
SOLE
0
0
1068
CreativePlanning
COM
11777Q209
66
15286
SH
SOLE
0
0
15286
CreativePlanning
GL CLEAN ENE ETF
464288224
5910
243216
SH
SOLE
0
0
243216
CreativePlanning
COM
60468T105
609
3554
SH
SOLE
0
0
3554
CreativePlanning
TT WRLD ST ETF
922042742
9596
98633
SH
SOLE
0
0
98633
CreativePlanning
COM
00848K101
87
13920
SH
SOLE
0
0
13920
CreativePlanning
MSCI EQUAL WEITE
464286681
204
2607
SH
SOLE
0
0
2607
CreativePlanning
COM
40416E103
5778
75212
SH
SOLE
0
0
75212
CreativePlanning
COM SER C
25470F302
1031
27948
SH
SOLE
0
0
27948
CreativePlanning
COM NEW
53680Q207
443
27567
SH
SOLE
0
0
27567
CreativePlanning
COM NEW
15117B202
497
24147
SH
SOLE
0
0
24147
CreativePlanning
SHS
G8766E109
416
14510
SH
SOLE
0
0
14510
CreativePlanning
NAT RES ETF
92189F841
368
8214
SH
SOLE
0
0
8214
CreativePlanning
COM NEW
205650203
54
20167
SH
SOLE
0
0
20167
CreativePlanning
DLY ENRGY BULL2X
25460G609
395
16722
SH
SOLE
0
0
16722
CreativePlanning
COM
443628102
69
10000
SH
SOLE
0
0
10000
CreativePlanning
DRX S&P500BULL
25459W862
417
4907
SH
SOLE
0
0
4907
CreativePlanning
DLY FIN BULL NEW
25459Y694
402
4427
SH
SOLE
0
0
4427
CreativePlanning
SHRT NAT MUN ETF
464288158
8388
77798
SH
SOLE
0
0
77798
CreativePlanning
DLY SMCAP BULL3X
25459W847
522
5828
SH
SOLE
0
0
5828
CreativePlanning
AGGRES ALLOC ETF
464289859
691
10325
SH
SOLE
0
0
10325
CreativePlanning
BLOMBERG BRC INT
78464A334
11963
379846
SH
SOLE
0
0
379846
CreativePlanning
INTL TREA BD ETF
464288117
3486
67123
SH
SOLE
0
0
67123
CreativePlanning
COM
57778K105
443
11709
SH
SOLE
0
0
11709
CreativePlanning
PORTFOLIO INTRMD
78464A375
380
10486
SH
SOLE
0
0
10486
CreativePlanning
COM
670695105
180
10895
SH
SOLE
0
0
10895
CreativePlanning
COM CL A
Y27183600
141
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
302635206
315
15861
SH
SOLE
0
0
15861
CreativePlanning
COM
817763105
49
18700
SH
SOLE
0
0
18700
CreativePlanning
INT-TERM CORP
92206C870
2191261
23554347
SH
SOLE
0
0
23554347
CreativePlanning
ALERIAN ML ETN
46625H365
7127
429574
SH
SOLE
0
0
429574
CreativePlanning
COM
94106B101
235
2180
SH
SOLE
0
0
2180
CreativePlanning
COM
46131B100
185
46081
SH
SOLE
0
0
46081
CreativePlanning
COM
496719105
86
10072
SH
SOLE
0
0
10072
CreativePlanning
COM
88145X108
1431
54068
SH
SOLE
0
0
54068
CreativePlanning
COM
57055L107
361
161361
SH
SOLE
0
0
161361
CreativePlanning
COM NEW
46122W204
16
16025
SH
SOLE
0
0
16025
CreativePlanning
COM
85571B105
2450
99044
SH
SOLE
0
0
99044
CreativePlanning
COM
11135F101
21401
46156
SH
SOLE
0
0
46156
CreativePlanning
PHYSCL SILVR SHS
003264108
778
32938
SH
SOLE
0
0
32938
CreativePlanning
PARTNERSHIP UNIT
G16258108
450
10571
SH
SOLE
0
0
10571
CreativePlanning
PHYSCL GOLD SHS
00326A104
2491
151869
SH
SOLE
0
0
151869
CreativePlanning
COM
67074M101
416
24785
SH
SOLE
0
0
24785
CreativePlanning
WELLS FG PFD ETF
78464A292
913
21026
SH
SOLE
0
0
21026
CreativePlanning
COM
92345Y106
912
5161
SH
SOLE
0
0
5161
CreativePlanning
COM NEW
90187B408
108
14728
SH
SOLE
0
0
14728
CreativePlanning
JR GOLD MINERS E
92189F791
220
4882
SH
SOLE
0
0
4882
CreativePlanning
ENHAN SHRT MA AC
72201R833
19999
196241
SH
SOLE
0
0
196241
CreativePlanning
RUS TP200 GR ETF
464289438
1521
11307
SH
SOLE
0
0
11307
CreativePlanning
COM
34959E109
2195
11902
SH
SOLE
0
0
11902
CreativePlanning
US BRD MKT ETF
808524102
28060
290146
SH
SOLE
0
0
290146
CreativePlanning
INTL EQTY ETF
808524805
371386
9872048
SH
SOLE
0
0
9872048
CreativePlanning
US LRG CAP ETF
808524201
343157
3573440
SH
SOLE
0
0
3573440
CreativePlanning
SHRT TRM CORP BD
92206C409
13892
168387
SH
SOLE
0
0
168387
CreativePlanning
COM
15135U109
77
10187
SH
SOLE
0
0
10187
CreativePlanning
US SML CAP ETF
808524607
57914
581053
SH
SOLE
0
0
581053
CreativePlanning
US LCAP GR ETF
808524300
10664
82171
SH
SOLE
0
0
82171
CreativePlanning
US LCAP VA ETF
808524409
10661
163319
SH
SOLE
0
0
163319
CreativePlanning
INTER MUN BD ACT
72201R866
1256
22344
SH
SOLE
0
0
22344
CreativePlanning
INTER TERM TREAS
92206C706
117048
1741011
SH
SOLE
0
0
1741011
CreativePlanning
SHORT TERM TREAS
92206C102
9348
151948
SH
SOLE
0
0
151948
CreativePlanning
MORTG-BACK SEC
92206C771
564
10574
SH
SOLE
0
0
10574
CreativePlanning
COM
667340103
202
14002
SH
SOLE
0
0
14002
CreativePlanning
COM NEW
83587F202
617
74578
SH
SOLE
0
0
74578
CreativePlanning
COM
349553107
359
8275
SH
SOLE
0
0
8275
CreativePlanning
COM
87971M103
245
12315
SH
SOLE
0
0
12315
CreativePlanning
COM NEW
88830X819
119
69914
SH
SOLE
0
0
69914
CreativePlanning
PHYSCL PLATM SHS
003260106
315
2832
SH
SOLE
0
0
2832
CreativePlanning
INTL SCEQT ETF
808524888
57974
1470668
SH
SOLE
0
0
1470668
CreativePlanning
EMRG MKTEQ ETF
808524706
490473
15433398
SH
SOLE
0
0
15433398
CreativePlanning
EUROPE HEDGED EQ
97717X701
1407
19342
SH
SOLE
0
0
19342
CreativePlanning
CHINA TECHNLGY
46138E800
398
4881
SH
SOLE
0
0
4881
CreativePlanning
PORTFOLIO SHORT
78464A474
7165
228826
SH
SOLE
0
0
228826
CreativePlanning
LONG TERM TREAS
92206C847
2522
30454
SH
SOLE
0
0
30454
CreativePlanning
MSCI EURO FL ETF
464289180
372
19287
SH
SOLE
0
0
19287
CreativePlanning
COM
368736104
1012
3091
SH
SOLE
0
0
3091
CreativePlanning
UNIT
85207H104
542
40431
SH
SOLE
0
0
40431
CreativePlanning
ULTRAPRO SHT QQQ
74347G861
3379
257563
SH
SOLE
0
0
257563
CreativePlanning
ULTRAPRO QQQ
74347X831
1945
21308
SH
SOLE
0
0
21308
CreativePlanning
SHS
G8060N102
281
4843
SH
SOLE
0
0
4843
CreativePlanning
COM CL A
448579102
758
9170
SH
SOLE
0
0
9170
CreativePlanning
COM
70931T103
223
11401
SH
SOLE
0
0
11401
CreativePlanning
COM
13100M509
1391
40140
SH
SOLE
0
0
40140
CreativePlanning
COM
56035L104
1483
37885
SH
SOLE
0
0
37885
CreativePlanning
DLY SCOND 3XBU
25459W458
3661
95810
SH
SOLE
0
0
95810
CreativePlanning
COM NEW
92921W300
493
19390
SH
SOLE
0
0
19390
CreativePlanning
S&P SMLCP INFO
46138E115
2142
15603
SH
SOLE
0
0
15603
CreativePlanning
S&P SMLCP HELT
46138E149
2083
11321
SH
SOLE
0
0
11321
CreativePlanning
COM SHS
33733H107
446
11844
SH
SOLE
0
0
11844
CreativePlanning
GLOBAL X SILVER
37954Y848
290
7271
SH
SOLE
0
0
7271
CreativePlanning
SHS - A -
N53745100
727
6990
SH
SOLE
0
0
6990
CreativePlanning
SHS
G6331P104
1126
34436
SH
SOLE
0
0
34436
CreativePlanning
COM
31847R102
319
5634
SH
SOLE
0
0
5634
CreativePlanning
COM
12503M108
1433
14518
SH
SOLE
0
0
14518
CreativePlanning
COM
88160R101
244296
365751
SH
SOLE
0
0
365751
CreativePlanning
JP MORGAN MKTS
92189H300
740
24132
SH
SOLE
0
0
24132
CreativePlanning
COM
05605H100
502
7608
SH
SOLE
0
0
7608
CreativePlanning
SHT TM US TRES
808524862
2708
52773
SH
SOLE
0
0
52773
CreativePlanning
INTRM TRM TRES
808524854
21692
384544
SH
SOLE
0
0
384544
CreativePlanning
DBCV 0.250% 2/0
88163VAE9
10
10000
PRN
SOLE
0
0
10000
CreativePlanning
COM
N6596X109
3615
17955
SH
SOLE
0
0
17955
CreativePlanning
COM
48251W104
1377
28181
SH
SOLE
0
0
28181
CreativePlanning
LITHIUM BTRY ETF
37954Y855
1497
25601
SH
SOLE
0
0
25601
CreativePlanning
ALERIAN MLP
00162Q452
188288
6173361
SH
SOLE
0
0
6173361
CreativePlanning
US TIPS ETF
808524870
28238
461703
SH
SOLE
0
0
461703
CreativePlanning
COM
98420U703
30
16472
SH
SOLE
0
0
16472
CreativePlanning
COM
90333L201
421
5743
SH
SOLE
0
0
5743
CreativePlanning
COM NEW
03236M200
1358
71115
SH
SOLE
0
0
71115
CreativePlanning
EMRG MARKETS ETF
19762B509
502
18016
SH
SOLE
0
0
18016
CreativePlanning
MIDCP 400 GRTH
921932869
422
2168
SH
SOLE
0
0
2168
CreativePlanning
MIDCP 400 IDX
921932885
3092
17522
SH
SOLE
0
0
17522
CreativePlanning
MIDCP 400 VAL
921932844
859
5496
SH
SOLE
0
0
5496
CreativePlanning
SMLCP 600 GRTH
921932794
265
1200
SH
SOLE
0
0
1200
CreativePlanning
SMLLCP 600 IDX
921932828
2988
15021
SH
SOLE
0
0
15021
CreativePlanning
SMLCP 600 VAL
921932778
1405
8072
SH
SOLE
0
0
8072
CreativePlanning
VNG RUS1000IDX
92206C730
3667
19798
SH
SOLE
0
0
19798
CreativePlanning
VNG RUS1000GRW
92206C680
590
2360
SH
SOLE
0
0
2360
CreativePlanning
VNG RUS1000VAL
92206C714
1294
9737
SH
SOLE
0
0
9737
CreativePlanning
S&P 500 ETF SHS
922908363
110999
304690
SH
SOLE
0
0
304690
CreativePlanning
500 GRTH IDX F
921932505
2881
12262
SH
SOLE
0
0
12262
CreativePlanning
500 VAL IDX FD
921932703
383
2800
SH
SOLE
0
0
2800
CreativePlanning
VNG RUS3000IDX
92206C599
674
3647
SH
SOLE
0
0
3647
CreativePlanning
VNG RUS2000GRW
92206C623
502
2295
SH
SOLE
0
0
2295
CreativePlanning
VNG RUS2000IDX
92206C664
4069
22827
SH
SOLE
0
0
22827
CreativePlanning
COM NEW
900450206
263
9843
SH
SOLE
0
0
9843
CreativePlanning
SPNSRD ADS NEW
23703Q203
870
11520
SH
SOLE
0
0
11520
CreativePlanning
COM NEW
521865204
283
1559
SH
SOLE
0
0
1559
CreativePlanning
COM NEW
98138J206
359
26059
SH
SOLE
0
0
26059
CreativePlanning
COM
74164M108
1048
7088
SH
SOLE
0
0
7088
CreativePlanning
COM
462260100
207
6554
SH
SOLE
0
0
6554
CreativePlanning
COM
69404D108
347
10424
SH
SOLE
0
0
10424
CreativePlanning
PHYSCL PM BASKET
003263100
713
7696
SH
SOLE
0
0
7696
CreativePlanning
TR UNIT
85207K107
193
21975
SH
SOLE
0
0
21975
CreativePlanning
GLB EX US ETF
922042676
24335
436433
SH
SOLE
0
0
436433
CreativePlanning
SHS
Y1771G102
348
36183
SH
SOLE
0
0
36183
CreativePlanning
COM
44267D107
526
5531
SH
SOLE
0
0
5531
CreativePlanning
COM
37045V100
6218
108219
SH
SOLE
0
0
108219
CreativePlanning
CL A
099502106
247
3063
SH
SOLE
0
0
3063
CreativePlanning
COM NEW
98978L204
637
32650
SH
SOLE
0
0
32650
CreativePlanning
COM CL A
553368101
462
12840
SH
SOLE
0
0
12840
CreativePlanning
COM
87612G101
395
12426
SH
SOLE
0
0
12426
CreativePlanning
SHS
G9087Q102
4174
228096
SH
SOLE
0
0
228096
CreativePlanning
COM CL A
83088V102
1264
31117
SH
SOLE
0
0
31117
CreativePlanning
CL A
82509L107
29645
26791
SH
SOLE
0
0
26791
CreativePlanning
COM
93148P102
282
2743
SH
SOLE
0
0
2743
CreativePlanning
0-5 YR TIPS ETF
46429B747
3686
34861
SH
SOLE
0
0
34861
CreativePlanning
COM
21870Q105
225
1880
SH
SOLE
0
0
1880
CreativePlanning
UNIT 08/29/2025
665742201
229
18840
SH
SOLE
0
0
18840
CreativePlanning
US REIT ETF
808524847
596825
14524820
SH
SOLE
0
0
14524820
CreativePlanning
US MID-CAP ETF
808524508
415566
5583320
SH
SOLE
0
0
5583320
CreativePlanning
COM
09354A100
342
8326
SH
SOLE
0
0
8326
CreativePlanning
S&P TRANSN ETF
78464A532
973
11117
SH
SOLE
0
0
11117
CreativePlanning
COM
19842X109
388
12414
SH
SOLE
0
0
12414
CreativePlanning
COM PAR
374396406
351
35741
SH
SOLE
0
0
35741
CreativePlanning
VG TL INTL STK F
921909768
7352
117264
SH
SOLE
0
0
117264
CreativePlanning
BLOMBRG BRC EMRG
78464A391
206
7923
SH
SOLE
0
0
7923
CreativePlanning
COM
40412C101
2240
11893
SH
SOLE
0
0
11893
CreativePlanning
COM NEW
86803X204
3148
214419
SH
SOLE
0
0
214419
CreativePlanning
COM
90137F103
126
38177
SH
SOLE
0
0
38177
CreativePlanning
SHS
09257A108
261
29476
SH
SOLE
0
0
29476
CreativePlanning
COM NEW
23283X206
231
26595
SH
SOLE
0
0
26595
CreativePlanning
COM
446413106
635
3083
SH
SOLE
0
0
3083
CreativePlanning
CORE HIGH DV ETF
46429B663
30617
322655
SH
SOLE
0
0
322655
CreativePlanning
MSCI CHINA ETF
46429B671
1601
19600
SH
SOLE
0
0
19600
CreativePlanning
COM UNIT LPI
Y2745C102
118
33787
SH
SOLE
0
0
33787
CreativePlanning
SHS NEW
Q6519T117
19
26868
SH
SOLE
0
0
26868
CreativePlanning
SPONSORED ADS A
90138A103
808
25000
SH
SOLE
0
0
25000
CreativePlanning
COM NEW
86887Q109
144
10618
SH
SOLE
0
0
10618
CreativePlanning
TR UNIT
91829B103
570
162969
SH
SOLE
0
0
162969
CreativePlanning
S&P500 LOW VOL
46138E354
3698
63588
SH
SOLE
0
0
63588
CreativePlanning
COM CL A
03768E105
543
11558
SH
SOLE
0
0
11558
CreativePlanning
COM UNIT REPST
62913M107
26
12763
SH
SOLE
0
0
12763
CreativePlanning
S&P 500 HB ETF
46138E370
899
12930
SH
SOLE
0
0
12930
CreativePlanning
COM
647551100
490
39523
SH
SOLE
0
0
39523
CreativePlanning
SHS CLASS A
N97284108
983
15349
SH
SOLE
0
0
15349
CreativePlanning
COM
848577102
3280
88898
SH
SOLE
0
0
88898
CreativePlanning
SP ADR REP B NVT
398438408
1713
99078
SH
SOLE
0
0
99078
CreativePlanning
XTRACK MSCI EAFE
233051200
686
18888
SH
SOLE
0
0
18888
CreativePlanning
GLB X SUPERDIV
37950E549
397
28573
SH
SOLE
0
0
28573
CreativePlanning
CL A
00164V103
357
6714
SH
SOLE
0
0
6714
CreativePlanning
COM NEW
80013R206
227
33330
SH
SOLE
0
0
33330
CreativePlanning
FLTG RATE NT ETF
46429B655
6439
126792
SH
SOLE
0
0
126792
CreativePlanning
COM
56585A102
4505
84217
SH
SOLE
0
0
84217
CreativePlanning
US AGGREGATE B
808524839
22513
417287
SH
SOLE
0
0
417287
CreativePlanning
CL A
98954M101
343
2609
SH
SOLE
0
0
2609
CreativePlanning
SPONSORED ADS
09071M205
41
14582
SH
SOLE
0
0
14582
CreativePlanning
COM
92339V308
201
5203
SH
SOLE
0
0
5203
CreativePlanning
SHS
G46188101
1863
20239
SH
SOLE
0
0
20239
CreativePlanning
MTG REIT INCOME
92189F452
563
29720
SH
SOLE
0
0
29720
CreativePlanning
EM MKT SM-CP ETF
464286475
9044
157312
SH
SOLE
0
0
157312
CreativePlanning
CLOUD COMPUTING
33734X192
1209
12623
SH
SOLE
0
0
12623
CreativePlanning
MORNSTAR UPSTR
33939L407
589
16273
SH
SOLE
0
0
16273
CreativePlanning
MORNSTAR USMKT
33939L100
233
1459
SH
SOLE
0
0
1459
CreativePlanning
AEROSPACE DEF
78464A631
1118
8900
SH
SOLE
0
0
8900
CreativePlanning
COM
34964C106
1688
17611
SH
SOLE
0
0
17611
CreativePlanning
ULTRA VIX SHORT
74347W148
207
36683
SH
SOLE
0
0
36683
CreativePlanning
COM
90353W103
1310
4391
SH
SOLE
0
0
4391
CreativePlanning
US DIVIDEND EQ
808524797
13828
189628
SH
SOLE
0
0
189628
CreativePlanning
MSCI USA MIN VOL
46429B697
20811
300774
SH
SOLE
0
0
300774
CreativePlanning
COM
57164Y107
492
2823
SH
SOLE
0
0
2823
CreativePlanning
COM
98419M100
2350
22346
SH
SOLE
0
0
22346
CreativePlanning
CL B
372284208
67
10502
SH
SOLE
0
0
10502
CreativePlanning
COM
229663109
910
24064
SH
SOLE
0
0
24064
CreativePlanning
MSCI EAFE MIN VL
46429B689
14051
192508
SH
SOLE
0
0
192508
CreativePlanning
SHS
G6095L109
535
3882
SH
SOLE
0
0
3882
CreativePlanning
SOCIAL MED ETF
37950E416
473
7088
SH
SOLE
0
0
7088
CreativePlanning
MSCI GBL MIN VOL
464286525
6930
70237
SH
SOLE
0
0
70237
CreativePlanning
MSCI EMERG MRKT
464286533
1723
27284
SH
SOLE
0
0
27284
CreativePlanning
COM
516806205
932
31010
SH
SOLE
0
0
31010
CreativePlanning
CL A
98986T108
960
93992
SH
SOLE
0
0
93992
CreativePlanning
COM CL A
98139A105
721
8174
SH
SOLE
0
0
8174
CreativePlanning
OIL SVCS ETF
92189H607
145
757
SH
SOLE
0
0
757
CreativePlanning
COM
40171V100
2883
28363
SH
SOLE
0
0
28363
CreativePlanning
COM
45782B104
500
50039
SH
SOLE
0
0
50039
CreativePlanning
MSCI FRONTIER
464286145
632
21446
SH
SOLE
0
0
21446
CreativePlanning
COM
718546104
9609
117840
SH
SOLE
0
0
117840
CreativePlanning
S&P500 HDL VOL
46138E362
203
4734
SH
SOLE
0
0
4734
CreativePlanning
1000 INDEX ETF
808524722
200
5076
SH
SOLE
0
0
5076
CreativePlanning
COM
576485205
2214
94420
SH
SOLE
0
0
94420
CreativePlanning
COM
29414B104
335
845
SH
SOLE
0
0
845
CreativePlanning
CL A
985817105
215
5522
SH
SOLE
0
0
5522
CreativePlanning
EM MKTS DIV ETF
464286319
17882
456410
SH
SOLE
0
0
456410
CreativePlanning
MSCI GLB SLV&MTL
464286327
155
10504
SH
SOLE
0
0
10504
CreativePlanning
US TREAS BD ETF
46429B267
445
16986
SH
SOLE
0
0
16986
CreativePlanning
MSCI INDIA ETF
46429B598
985
23358
SH
SOLE
0
0
23358
CreativePlanning
ACTIVE BD ETF
72201R775
587
5359
SH
SOLE
0
0
5359
CreativePlanning
BLOMBERG BRC INV
78468R200
806
26317
SH
SOLE
0
0
26317
CreativePlanning
COM
01973R101
486
11898
SH
SOLE
0
0
11898
CreativePlanning
COM
743713109
247
2032
SH
SOLE
0
0
2032
CreativePlanning
COM
92337C104
175
71047
SH
SOLE
0
0
71047
CreativePlanning
COM
928661107
73
19360
SH
SOLE
0
0
19360
CreativePlanning
COM
38149E101
33
20165
SH
SOLE
0
0
20165
CreativePlanning
SPONSORED ADS A
92763W103
984
32955
SH
SOLE
0
0
32955
CreativePlanning
BLOOMBERG SRT TR
78468R408
4858
177754
SH
SOLE
0
0
177754
CreativePlanning
MSCI GBL ETF NEW
46434G848
431
10231
SH
SOLE
0
0
10231
CreativePlanning
COM
29355A107
3704
22843
SH
SOLE
0
0
22843
CreativePlanning
COM
848637104
1111
8198
SH
SOLE
0
0
8198
CreativePlanning
JP MRG EM CRP BD
464286251
1342
25821
SH
SOLE
0
0
25821
CreativePlanning
CL A
30303M102
254886
865398
SH
SOLE
0
0
865398
CreativePlanning
COM
81768T108
5202
84817
SH
SOLE
0
0
84817
CreativePlanning
COM
565788106
1240
25827
SH
SOLE
0
0
25827
CreativePlanning
GLBL X MLP ETF
37954Y343
108865
3290951
SH
SOLE
0
0
3290951
CreativePlanning
CL A NEW
42225P501
354
12844
SH
SOLE
0
0
12844
CreativePlanning
S&P INTL LOW
46138E230
512
16831
SH
SOLE
0
0
16831
CreativePlanning
COM
890260706
21
16692
SH
SOLE
0
0
16692
CreativePlanning
SHS
72201Y101
260
9250
SH
SOLE
0
0
9250
CreativePlanning
COM
339041105
321
1194
SH
SOLE
0
0
1194
CreativePlanning
CL A
98980L101
21938
68280
SH
SOLE
0
0
68280
CreativePlanning
BIOTECH ETF
92189F726
280
1595
SH
SOLE
0
0
1595
CreativePlanning
COM
14316J108
1267
34461
SH
SOLE
0
0
34461
CreativePlanning
COM
81762P102
8870
17736
SH
SOLE
0
0
17736
CreativePlanning
COM SER 1
08975P108
1603
27739
SH
SOLE
0
0
27739
CreativePlanning
COM
697435105
4092
12706
SH
SOLE
0
0
12706
CreativePlanning
NASD TECH DIV
33738R118
17531
324704
SH
SOLE
0
0
324704
CreativePlanning
COM SHS BEN IN
09257P105
362
14249
SH
SOLE
0
0
14249
CreativePlanning
SECTR DIV DOGS
00162Q858
391
7600
SH
SOLE
0
0
7600
CreativePlanning
CL A
379577208
217
3519
SH
SOLE
0
0
3519
CreativePlanning
COM
55405Y100
1109
19118
SH
SOLE
0
0
19118
CreativePlanning
COM
35952V303
1912
97880
SH
SOLE
0
0
97880
CreativePlanning
COM
30049G104
183
100000
SH
SOLE
0
0
100000
CreativePlanning
COM UNIT LTD
866142409
859
36430
SH
SOLE
0
0
36430
CreativePlanning
COM
74039L103
1377
139761
SH
SOLE
0
0
139761
CreativePlanning
CL A
98138H101
1370
5513
SH
SOLE
0
0
5513
CreativePlanning
COM
825690100
1111
12476
SH
SOLE
0
0
12476
CreativePlanning
MORNINGSTAR WIDE
92189F643
4475
64600
SH
SOLE
0
0
64600
CreativePlanning
CORE MSCI EMKT
46434G103
2738701
42552846
SH
SOLE
0
0
42552846
CreativePlanning
CORE MSCI TOTAL
46432F834
4671
66462
SH
SOLE
0
0
66462
CreativePlanning
COM UNIT REP LTD
55336V100
8920
348039
SH
SOLE
0
0
348039
CreativePlanning
CORE MSCI EAFE
46432F842
153948
2136682
SH
SOLE
0
0
2136682
CreativePlanning
COM
25278X109
876
11923
SH
SOLE
0
0
11923
CreativePlanning
COM
30263Y104
370
5504
SH
SOLE
0
0
5504
CreativePlanning
CORE 1 5 YR USD
46432F859
6919
134901
SH
SOLE
0
0
134901
CreativePlanning
COM NEW
75915K200
19
12000
SH
SOLE
0
0
12000
CreativePlanning
COM
74967X103
1764
2956
SH
SOLE
0
0
2956
CreativePlanning
STRM INFPROIDX
922020805
24588
477075
SH
SOLE
0
0
477075
CreativePlanning
CHINADIV EX FI
97717X719
2251
34524
SH
SOLE
0
0
34524
CreativePlanning
COM UT REP LP
86765K109
542
17038
SH
SOLE
0
0
17038
CreativePlanning
SHS
G037AX101
209
2081
SH
SOLE
0
0
2081
CreativePlanning
COM UNIT LP INT
958669103
915
49201
SH
SOLE
0
0
49201
CreativePlanning
COM
00287Y109
48527
448409
SH
SOLE
0
0
448409
CreativePlanning
UNIT 99/99/9999
387437114
606
9945
SH
SOLE
0
0
9945
CreativePlanning
COMUNIT LTDPAR
90290N109
3633
237311
SH
SOLE
0
0
237311
CreativePlanning
SHS
G66721104
14905
540247
SH
SOLE
0
0
540247
CreativePlanning
COM
04962H506
103
48666
SH
SOLE
0
0
48666
CreativePlanning
ULSH 20YRTRE NEW
74347G887
230
5035
SH
SOLE
0
0
5035
CreativePlanning
COM SHS
72202D106
439
19702
SH
SOLE
0
0
19702
CreativePlanning
COM
87265H109
1054
51785
SH
SOLE
0
0
51785
CreativePlanning
CL A
98978V103
3517
22332
SH
SOLE
0
0
22332
CreativePlanning
QUALT DIVD IDX
33939L860
478
8967
SH
SOLE
0
0
8967
CreativePlanning
SPONSORED ADS
757468103
5910
807379
SH
SOLE
0
0
807379
CreativePlanning
CL B
35671D857
0
6000
SH
Call
SOLE
0
0
6000
CreativePlanning
PFD SECS INC ETF
33739E108
620
30755
SH
SOLE
0
0
30755
CreativePlanning
S&P MIDCP LOW
46138E198
244
4667
SH
SOLE
0
0
4667
CreativePlanning
CL A
04316A108
1173
22490
SH
SOLE
0
0
22490
CreativePlanning
BDC INCOME ETF
92189F411
197
12185
SH
SOLE
0
0
12185
CreativePlanning
COM CL A
550424105
528
21736
SH
SOLE
0
0
21736
CreativePlanning
COM
62818Q104
34
10100
SH
SOLE
0
0
10100
CreativePlanning
COM
78573M104
3298
222702
SH
SOLE
0
0
222702
CreativePlanning
UNIT LTD PARTN
G16249107
531
29850
SH
SOLE
0
0
29850
CreativePlanning
COM
872590104
18494
147610
SH
SOLE
0
0
147610
CreativePlanning
COM NEW
64828T201
563
50076
SH
SOLE
0
0
50076
CreativePlanning
COM
46266C105
1050
5434
SH
SOLE
0
0
5434
CreativePlanning
COM CLASS A
02607T109
405
41264
SH
SOLE
0
0
41264
CreativePlanning
COM
70932M107
1209
18087
SH
SOLE
0
0
18087
CreativePlanning
COM
41068X100
851
15171
SH
SOLE
0
0
15171
CreativePlanning
MSCI USA MMENTM
46432F396
9240
57439
SH
SOLE
0
0
57439
CreativePlanning
US QTLY DIV GRT
97717X669
1087
18999
SH
SOLE
0
0
18999
CreativePlanning
COM
03969T109
1868
45237
SH
SOLE
0
0
45237
CreativePlanning
INTL BD IDX ETF
92203J407
7069
123751
SH
SOLE
0
0
123751
CreativePlanning
COM CL A
222070203
220
24418
SH
SOLE
0
0
24418
CreativePlanning
COM
09609G100
281
9330
SH
SOLE
0
0
9330
CreativePlanning
EMERG MKT BD ETF
921946885
214
2760
SH
SOLE
0
0
2760
CreativePlanning
COM
69366J200
242
5105
SH
SOLE
0
0
5105
CreativePlanning
GLOBX SUPDV US
37950E291
249
12843
SH
SOLE
0
0
12843
CreativePlanning
COM
12514G108
571
3445
SH
SOLE
0
0
3445
CreativePlanning
COM CL A
65540B105
766
74000
SH
SOLE
0
0
74000
CreativePlanning
INTL QLTDV IDX
33939L837
5918
230369
SH
SOLE
0
0
230369
CreativePlanning
MSCI USA VALUE
46432F388
598
5838
SH
SOLE
0
0
5838
CreativePlanning
GBL SRT TRM HY
46138E669
505
22830
SH
SOLE
0
0
22830
CreativePlanning
COM NEW
050734201
1962
70227
SH
SOLE
0
0
70227
CreativePlanning
ADS
36197T103
875
4034
SH
SOLE
0
0
4034
CreativePlanning
COM UNIT REP INT
718549207
405
12778
SH
SOLE
0
0
12778
CreativePlanning
COM
626755102
232
1603
SH
SOLE
0
0
1603
CreativePlanning
SCHWB FDT INT SC
808524748
1098
29324
SH
SOLE
0
0
29324
CreativePlanning
SCHWAB FDT US SC
808524763
1619
31964
SH
SOLE
0
0
31964
CreativePlanning
SCHWB FDT EMK LG
808524730
930
30256
SH
SOLE
0
0
30256
CreativePlanning
SCHWB FDT INT LG
808524755
2162
67345
SH
SOLE
0
0
67345
CreativePlanning
SCHWAB FDT US LG
808524771
2831
54792
SH
SOLE
0
0
54792
CreativePlanning
COM
00847X104
264
5103
SH
SOLE
0
0
5103
CreativePlanning
COM NEW
01643A207
30
27743
SH
SOLE
0
0
27743
CreativePlanning
COM
05156V102
833
64130
SH
SOLE
0
0
64130
CreativePlanning
MSCI USA QLT FCT
46432F339
2444
20070
SH
SOLE
0
0
20070
CreativePlanning
SPONSORED ADR
92242Y100
874
69531
SH
SOLE
0
0
69531
CreativePlanning
COM NEW
67091J206
14
10120
SH
SOLE
0
0
10120
CreativePlanning
US S CAP QTY DIV
97717X651
972
21113
SH
SOLE
0
0
21113
CreativePlanning
COM
46583P102
339
54921
SH
SOLE
0
0
54921
CreativePlanning
CL A
76680R206
8966
30098
SH
SOLE
0
0
30098
CreativePlanning
COM
808625107
1658
19833
SH
SOLE
0
0
19833
CreativePlanning
COM
122017106
781
2614
SH
SOLE
0
0
2614
CreativePlanning
COM
74017N105
1310
190096
SH
SOLE
0
0
190096
CreativePlanning
UNIT LTD PRTNSP
292102100
137
12356
SH
SOLE
0
0
12356
CreativePlanning
BLACKROCK ST MAT
46431W507
369
7361
SH
SOLE
0
0
7361
CreativePlanning
LTD PARTNR INT A
72651A207
101
10726
SH
SOLE
0
0
10726
CreativePlanning
CL A COM
922475108
10521
40272
SH
SOLE
0
0
40272
CreativePlanning
COM
68268W103
1059
19721
SH
SOLE
0
0
19721
CreativePlanning
S&P 500 DV ARIST
74348A467
5959
69083
SH
SOLE
0
0
69083
CreativePlanning
XTRACK MSCI EURP
233051853
502
15495
SH
SOLE
0
0
15495
CreativePlanning
COM NEW
277461406
261
33187
SH
SOLE
0
0
33187
CreativePlanning
COM
20337X109
156
10183
SH
SOLE
0
0
10183
CreativePlanning
COM
11120U105
832
41114
SH
SOLE
0
0
41114
CreativePlanning
MSCI HLTH CARE I
316092600
601
10196
SH
SOLE
0
0
10196
CreativePlanning
MSCI INFO TECH I
316092808
2379
22472
SH
SOLE
0
0
22472
CreativePlanning
COM
36467J108
436
10277
SH
SOLE
0
0
10277
CreativePlanning
ROBO GLB ETF
301505707
2132
33565
SH
SOLE
0
0
33565
CreativePlanning
COM
210751103
937
56306
SH
SOLE
0
0
56306
CreativePlanning
MSCI CONSM DIS
316092204
502
6570
SH
SOLE
0
0
6570
CreativePlanning
0-5YR HI YL CP
46434V407
1515
33067
SH
SOLE
0
0
33067
CreativePlanning
CL A
02665T306
339
10183
SH
SOLE
0
0
10183
CreativePlanning
COM
90184L102
8358
131358
SH
SOLE
0
0
131358
CreativePlanning
COM
48576U106
366
34792
SH
SOLE
0
0
34792
CreativePlanning
SPONSORED ADR
02319V103
52
19078
SH
SOLE
0
0
19078
CreativePlanning
PORTFOLIO S&P600
78468R853
132117
3125542
SH
SOLE
0
0
3125542
CreativePlanning
COM
163092109
340
3974
SH
SOLE
0
0
3974
CreativePlanning
COM
31189P102
344
4175
SH
SOLE
0
0
4175
CreativePlanning
COM
53630X104
15
10000
SH
SOLE
0
0
10000
CreativePlanning
CSI CHI INTERNET
500767306
671
8790
SH
SOLE
0
0
8790
CreativePlanning
ORD SHS
G0176J109
356
2835
SH
SOLE
0
0
2835
CreativePlanning
FST TR GLB FD
33739H101
219
10450
SH
SOLE
0
0
10450
CreativePlanning
COM
43300A203
795
6576
SH
SOLE
0
0
6576
CreativePlanning
CL A COM
00165C104
2510
245807
SH
SOLE
0
0
245807
CreativePlanning
COM
225265107
43
10000
SH
SOLE
0
0
10000
CreativePlanning
NASDAQ 100 COVER
37954Y483
546
24177
SH
SOLE
0
0
24177
CreativePlanning
MSCI FINLS IDX
316092501
203
4139
SH
SOLE
0
0
4139
CreativePlanning
COM
68235P108
1798
23379
SH
SOLE
0
0
23379
CreativePlanning
SHS
M98068105
639
2289
SH
SOLE
0
0
2289
CreativePlanning
SHS
N90064101
222
6580
SH
SOLE
0
0
6580
CreativePlanning
COM
761330109
255
9136
SH
SOLE
0
0
9136
CreativePlanning
COM
49926D109
2089
99863
SH
SOLE
0
0
99863
CreativePlanning
COM
89615T106
494
41370
SH
SOLE
0
0
41370
CreativePlanning
DORSEY WRT 5 ETF
33738R605
504
11288
SH
SOLE
0
0
11288
CreativePlanning
COM
02005N100
424
9382
SH
SOLE
0
0
9382
CreativePlanning
CL B
14862Q100
190
125858
SH
SOLE
0
0
125858
CreativePlanning
ORD SHS
M68830104
93
17270
SH
SOLE
0
0
17270
CreativePlanning
COM
00972D105
50
14653
SH
SOLE
0
0
14653
CreativePlanning
COM
83012A109
314
14936
SH
SOLE
0
0
14936
CreativePlanning
CAP STK CL C
02079K107
94950
45900
SH
SOLE
0
0
45900
CreativePlanning
SP ADS RP CL A
05278C107
1801
19306
SH
SOLE
0
0
19306
CreativePlanning
COM
69007J106
380
17400
SH
SOLE
0
0
17400
CreativePlanning
COM
55955D100
705
16932
SH
SOLE
0
0
16932
CreativePlanning
BOSERA MSCI CH
500767405
243
5491
SH
SOLE
0
0
5491
CreativePlanning
COM
338307101
1244
7958
SH
SOLE
0
0
7958
CreativePlanning
COM
00548A106
48
10000
SH
SOLE
0
0
10000
CreativePlanning
CL A
60786M105
1197
21805
SH
SOLE
0
0
21805
CreativePlanning
COM NEW
811292200
237
29800
SH
SOLE
0
0
29800
CreativePlanning
VAR RATE PFD
46138G870
205
7926
SH
SOLE
0
0
7926
CreativePlanning
COM
98936J101
747
5635
SH
SOLE
0
0
5635
CreativePlanning
SPON ADR CL A
47215P106
2927
34715
SH
SOLE
0
0
34715
CreativePlanning
COM
00847L100
21
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
14174T107
1595
68480
SH
SOLE
0
0
68480
CreativePlanning
COM
868153107
9
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
76118L102
76
17990
SH
SOLE
0
0
17990
CreativePlanning
LG CAP GRTH ENH
22542D423
3996
7159
SH
SOLE
0
0
7159
CreativePlanning
SHS
L9340P101
320
5030
SH
SOLE
0
0
5030
CreativePlanning
NOTE 3.250% 6/1
48123VAC6
53
30000
PRN
SOLE
0
0
30000
CreativePlanning
CORE DIV GRWTH
46434V621
4529
93822
SH
SOLE
0
0
93822
CreativePlanning
CORE MSCI EURO
46434V738
9925
183899
SH
SOLE
0
0
183899
CreativePlanning
CORE MSCI PAC
46434V696
3352
50358
SH
SOLE
0
0
50358
CreativePlanning
COM UNT RP INT
92763M105
230
15800
SH
SOLE
0
0
15800
CreativePlanning
SHS
G47567105
547
5653
SH
SOLE
0
0
5653
CreativePlanning
CL A
38268T103
602
51747
SH
SOLE
0
0
51747
CreativePlanning
COM
040413106
1467
4859
SH
SOLE
0
0
4859
CreativePlanning
COM NEW
457637502
36
10990
SH
SOLE
0
0
10990
CreativePlanning
COM
75955J402
224
6375
SH
SOLE
0
0
6375
CreativePlanning
INT RT HDG C B
46431W705
2604
26983
SH
SOLE
0
0
26983
CreativePlanning
SPONSORED ADS
46267X108
2575
154937
SH
SOLE
0
0
154937
CreativePlanning
CORE TOTAL USD
46434V613
214
4061
SH
SOLE
0
0
4061
CreativePlanning
GLOBAL REIT ETF
46434V647
2818
110610
SH
SOLE
0
0
110610
CreativePlanning
EN LG CP GRWTH
902677780
890
1584
SH
SOLE
0
0
1584
CreativePlanning
COM
67576A100
428
26083
SH
SOLE
0
0
26083
CreativePlanning
COM
87165B103
517
12705
SH
SOLE
0
0
12705
CreativePlanning
COM
42226A107
241
3546
SH
SOLE
0
0
3546
CreativePlanning
COM
70432V102
2688
7264
SH
SOLE
0
0
7264
CreativePlanning
COM
89853L104
39
24234
SH
SOLE
0
0
24234
CreativePlanning
ROUNDHILL SPORTS
53656F789
220
7157
SH
SOLE
0
0
7157
CreativePlanning
COM
L44385109
280
1348
SH
SOLE
0
0
1348
CreativePlanning
SPONSORED ADS
01609W102
27504
121309
SH
SOLE
0
0
121309
CreativePlanning
COM
12508E101
875
16178
SH
SOLE
0
0
16178
CreativePlanning
COM
12769G100
3677
42045
SH
SOLE
0
0
42045
CreativePlanning
COM
174610105
1454
32938
SH
SOLE
0
0
32938
CreativePlanning
COM
09072V501
60
11804
SH
SOLE
0
0
11804
CreativePlanning
SHS
M2682V108
482
3726
SH
SOLE
0
0
3726
CreativePlanning
CL A
94419L101
220
698
SH
SOLE
0
0
698
CreativePlanning
COM
443573100
461
1016
SH
SOLE
0
0
1016
CreativePlanning
COM UT REP LTD
903318103
68
11548
SH
SOLE
0
0
11548
CreativePlanning
COM
923451108
1380
42173
SH
SOLE
0
0
42173
CreativePlanning
SHS
N82405106
193
10836
SH
SOLE
0
0
10836
CreativePlanning
RIVRFRNT STR INC
00162Q783
616
24982
SH
SOLE
0
0
24982
CreativePlanning
COM
238337109
278
5806
SH
SOLE
0
0
5806
CreativePlanning
COM SER C
530307305
438
2914
SH
SOLE
0
0
2914
CreativePlanning
AUTNMUS TECHNLGY
00214Q203
982
11696
SH
SOLE
0
0
11696
CreativePlanning
NEXT GNRTN INTER
00214Q401
1560
10581
SH
SOLE
0
0
10581
CreativePlanning
TOTAL BD ETF
316188309
590
11253
SH
SOLE
0
0
11253
CreativePlanning
LNG/SHT EQUITY
33739P103
222
4895
SH
SOLE
0
0
4895
CreativePlanning
COM
49338L103
3251
22670
SH
SOLE
0
0
22670
CreativePlanning
INNOVATION ETF
00214Q104
7354
61310
SH
SOLE
0
0
61310
CreativePlanning
GENOMIC REV ETF
00214Q302
2752
31013
SH
SOLE
0
0
31013
CreativePlanning
COM
91544A109
371
7868
SH
SOLE
0
0
7868
CreativePlanning
GLB MOMENT ETF
132061508
280
9813
SH
SOLE
0
0
9813
CreativePlanning
COM
21833P103
461
234024
SH
SOLE
0
0
234024
CreativePlanning
OPTIMUM YIELD
46090F100
6912
401044
SH
SOLE
0
0
401044
CreativePlanning
COM
G0750C108
277
9364
SH
SOLE
0
0
9364
CreativePlanning
PRIME CYBR SCRTY
26924G201
829
15102
SH
SOLE
0
0
15102
CreativePlanning
EMQQ EM INTERN
301505889
415
6493
SH
SOLE
0
0
6493
CreativePlanning
COM
862121100
322
9623
SH
SOLE
0
0
9623
CreativePlanning
SHS
H42097107
368
23721
SH
SOLE
0
0
23721
CreativePlanning
COM
67577C105
82
12109
SH
SOLE
0
0
12109
CreativePlanning
COM NEW
52603A208
265
16029
SH
SOLE
0
0
16029
CreativePlanning
COM
76131D103
2893
44501
SH
SOLE
0
0
44501
CreativePlanning
EM EX ST-OWNED
97717X578
528
12984
SH
SOLE
0
0
12984
CreativePlanning
GSCI CMDTY STGY
46431W853
201
6726
SH
SOLE
0
0
6726
CreativePlanning
COM
74736K101
1646
9010
SH
SOLE
0
0
9010
CreativePlanning
COM
928377100
1365
42578
SH
SOLE
0
0
42578
CreativePlanning
CL A
10316T104
341
14872
SH
SOLE
0
0
14872
CreativePlanning
COM
30212W100
331
7274
SH
SOLE
0
0
7274
CreativePlanning
MSCI LW CRB TG
46434V464
233
1494
SH
SOLE
0
0
1494
CreativePlanning
COM
46185L103
2928
76632
SH
SOLE
0
0
76632
CreativePlanning
EXPONENTIAL TECH
46434V381
541
9138
SH
SOLE
0
0
9138
CreativePlanning
MSCI RL EST ETF
316092857
12337
448792
SH
SOLE
0
0
448792
CreativePlanning
HARTFORD MLT ETF
518416102
330
11110
SH
SOLE
0
0
11110
CreativePlanning
COM
189763105
447
46901
SH
SOLE
0
0
46901
CreativePlanning
SHS
G9329Z100
394
85200
SH
SOLE
0
0
85200
CreativePlanning
CL A
86614U100
227
8101
SH
SOLE
0
0
8101
CreativePlanning
SHS
38147U107
21542
1114425
SH
SOLE
0
0
1114425
CreativePlanning
COM
138035100
1984
61955
SH
SOLE
0
0
61955
CreativePlanning
COM
83417M104
1441
5013
SH
SOLE
0
0
5013
CreativePlanning
SPONSORED ADR
04351P101
461
3579
SH
SOLE
0
0
3579
CreativePlanning
COM
29786A106
3169
15712
SH
SOLE
0
0
15712
CreativePlanning
COM
690469101
61
15082
SH
SOLE
0
0
15082
CreativePlanning
COM NEW
03784Y200
166
11407
SH
SOLE
0
0
11407
CreativePlanning
US GLB JETS
26922A842
11305
420115
SH
SOLE
0
0
420115
CreativePlanning
MSCI INTL MULTFT
46434V274
3414
118908
SH
SOLE
0
0
118908
CreativePlanning
COM NEW
488445206
148
16077
SH
SOLE
0
0
16077
CreativePlanning
COM SHS BEN IN
637870106
637
15950
SH
SOLE
0
0
15950
CreativePlanning
NOTE 2.250% 6/0
049164BH8
23
22000
PRN
SOLE
0
0
22000
CreativePlanning
SP BIOTCH BL NEW
25490K323
584
7401
SH
SOLE
0
0
7401
CreativePlanning
COMMON
829399104
148
56728
SH
SOLE
0
0
56728
CreativePlanning
COM NEW
69012T206
53
23662
SH
SOLE
0
0
23662
CreativePlanning
COM
163851108
414
14845
SH
SOLE
0
0
14845
CreativePlanning
COM
89055F103
539
2576
SH
SOLE
0
0
2576
CreativePlanning
MSCI INTL QUALTY
46434V456
786
21556
SH
SOLE
0
0
21556
CreativePlanning
COM
87918A105
3056
16816
SH
SOLE
0
0
16816
CreativePlanning
COM
96145D105
394
7562
SH
SOLE
0
0
7562
CreativePlanning
COM
20717E101
135
136581
SH
SOLE
0
0
136581
CreativePlanning
COM
500754106
2703
67586
SH
SOLE
0
0
67586
CreativePlanning
COM
70450Y103
24472
100773
SH
SOLE
0
0
100773
CreativePlanning
NASDAQ CYB ETF
33734X846
675
16137
SH
SOLE
0
0
16137
CreativePlanning
COM NEW
91822J103
908
292087
SH
SOLE
0
0
292087
CreativePlanning
COM
49741E100
349
10328
SH
SOLE
0
0
10328
CreativePlanning
COM
30227H106
96
28484
SH
SOLE
0
0
28484
CreativePlanning
COM
55024U109
461
5051
SH
SOLE
0
0
5051
CreativePlanning
COM
45256X103
898
37811
SH
SOLE
0
0
37811
CreativePlanning
COM
86771W105
581
9603
SH
SOLE
0
0
9603
CreativePlanning
CL A
72703H101
2242
29001
SH
SOLE
0
0
29001
CreativePlanning
CONV BD ETF
46435G102
331
3370
SH
SOLE
0
0
3370
CreativePlanning
CL C CAP STK
98954M200
3288
25364
SH
SOLE
0
0
25364
CreativePlanning
OIL GAS BL 2X SH
25460G500
2981
42308
SH
SOLE
0
0
42308
CreativePlanning
TAX EXEMPT BD
922907746
303078
5546819
SH
SOLE
0
0
5546819
CreativePlanning
ACTIVEBETA US LG
381430503
318
4018
SH
SOLE
0
0
4018
CreativePlanning
CL A
55825T103
310
1726
SH
SOLE
0
0
1726
CreativePlanning
COM CL A
69343T107
932
13782
SH
SOLE
0
0
13782
CreativePlanning
COM
36117T100
13
10652
SH
SOLE
0
0
10652
CreativePlanning
CL A
74624M102
311
14423
SH
SOLE
0
0
14423
CreativePlanning
ORD SHS
G6674U108
245
1856
SH
SOLE
0
0
1856
CreativePlanning
COM
828363101
136
16851
SH
SOLE
0
0
16851
CreativePlanning
COM
N3167Y103
515
2459
SH
SOLE
0
0
2459
CreativePlanning
COM
42824C109
1485
94351
SH
SOLE
0
0
94351
CreativePlanning
COM
048269203
494
20518
SH
SOLE
0
0
20518
CreativePlanning
RL EST SEL SEC
81369Y860
829
20997
SH
SOLE
0
0
20997
CreativePlanning
CORE INTL AGGR
46435G672
1603
29214
SH
SOLE
0
0
29214
CreativePlanning
COM
15671L109
38
12710
SH
SOLE
0
0
12710
CreativePlanning
PRIME MOBILE PAY
26924G409
1046
15662
SH
SOLE
0
0
15662
CreativePlanning
CL A
852234103
15097
66492
SH
SOLE
0
0
66492
CreativePlanning
COM
05464T104
607
10721
SH
SOLE
0
0
10721
CreativePlanning
MSCI GBL MULTIFC
46434V316
1646
45135
SH
SOLE
0
0
45135
CreativePlanning
SPDR S&P 500 ETF
78468R796
450
4585
SH
SOLE
0
0
4585
CreativePlanning
PRTFLO S&P500 HI
78468R788
1691
43910
SH
SOLE
0
0
43910
CreativePlanning
CL A
G06242104
941
4466
SH
SOLE
0
0
4466
CreativePlanning
COM
05351W103
682
13689
SH
SOLE
0
0
13689
CreativePlanning
COM
00461U105
447
17740
SH
SOLE
0
0
17740
CreativePlanning
YIELD ENHANCD US
97717X511
559
10923
SH
SOLE
0
0
10923
CreativePlanning
NOTE 1.000% 9/1
90184LAD4
26
25000
PRN
SOLE
0
0
25000
CreativePlanning
COM
28106W103
715
17035
SH
SOLE
0
0
17035
CreativePlanning
CL A
15136A102
247
58819
SH
SOLE
0
0
58819
CreativePlanning
INTL HIGH ETF
921946794
16335
249574
SH
SOLE
0
0
249574
CreativePlanning
INTL DVD ETF
921946810
1418
17125
SH
SOLE
0
0
17125
CreativePlanning
COM
81727U105
171
64961
SH
SOLE
0
0
64961
CreativePlanning
COM
516544103
396
18510
SH
SOLE
0
0
18510
CreativePlanning
CL C
904311206
1094
59277
SH
SOLE
0
0
59277
CreativePlanning
COM A SIRIUSXM
531229409
370
8397
SH
SOLE
0
0
8397
CreativePlanning
S&P 500 CATHOLIC
37954Y889
294
5947
SH
SOLE
0
0
5947
CreativePlanning
CL A
75700L108
367
11272
SH
SOLE
0
0
11272
CreativePlanning
COM
68620P101
117
33597
SH
SOLE
0
0
33597
CreativePlanning
COM
00973N102
182
13613
SH
SOLE
0
0
13613
CreativePlanning
CL A
16119P108
15730
25494
SH
SOLE
0
0
25494
CreativePlanning
ONLIN RETL ETF
032108102
361
2911
SH
SOLE
0
0
2911
CreativePlanning
COM
05156X884
158
16959
SH
SOLE
0
0
16959
CreativePlanning
ETHO CLIMATE LEA
26924G888
385
6691
SH
SOLE
0
0
6691
CreativePlanning
DAILY RGNAL BULL
25460G864
1363
5885
SH
SOLE
0
0
5885
CreativePlanning
EMERG MKTS ESG
97717X214
1094
29022
SH
SOLE
0
0
29022
CreativePlanning
ETFMG ALTR HRVST
26924G508
2124
92754
SH
SOLE
0
0
92754
CreativePlanning
MSCI GLOBAL IMP
46435G532
416
4384
SH
SOLE
0
0
4384
CreativePlanning
DALY HOM B&S BUL
25490K596
835
10821
SH
SOLE
0
0
10821
CreativePlanning
EM CORE EX ETF
19762B202
3107
97652
SH
SOLE
0
0
97652
CreativePlanning
SPONSORD ADS NEW
63008G203
1886
219521
SH
SOLE
0
0
219521
CreativePlanning
SHS
G25839104
786
15065
SH
SOLE
0
0
15065
CreativePlanning
*W EXP 04/01/202
90069K112
43
13500
SH
SOLE
0
0
13500
CreativePlanning
CL A
90138F102
9485
27836
SH
SOLE
0
0
27836
CreativePlanning
COM
34959J108
1152
16303
SH
SOLE
0
0
16303
CreativePlanning
NOTE 2.000% 6/1
45256BAE1
20
20000
PRN
SOLE
0
0
20000
CreativePlanning
CL A
G9078F107
270
4906
SH
SOLE
0
0
4906
CreativePlanning
COM CL A
9837FR100
215
23993
SH
SOLE
0
0
23993
CreativePlanning
COM
03765K104
2337
127217
SH
SOLE
0
0
127217
CreativePlanning
COM
58506Q109
625
3811
SH
SOLE
0
0
3811
CreativePlanning
ADS
874224207
824
12951
SH
SOLE
0
0
12951
CreativePlanning
ESG AWR MSCI EM
46434G863
27347
631432
SH
SOLE
0
0
631432
CreativePlanning
ESG AW MSCI EAFE
46435G516
11131
146659
SH
SOLE
0
0
146659
CreativePlanning
COM
04965B100
291
11865
SH
SOLE
0
0
11865
CreativePlanning
COM
543518104
6579
821367
SH
SOLE
0
0
821367
CreativePlanning
3D PRINTING ETF
00214Q500
325
8375
SH
SOLE
0
0
8375
CreativePlanning
COM
752378109
288
14395
SH
SOLE
0
0
14395
CreativePlanning
COM
70788V102
276
20624
SH
SOLE
0
0
20624
CreativePlanning
DIVID ETF RISI
316092832
221
5508
SH
SOLE
0
0
5508
CreativePlanning
COM CL A
88339J105
3677
5643
SH
SOLE
0
0
5643
CreativePlanning
INTL DIV GRWTH
46435G524
693
10690
SH
SOLE
0
0
10690
CreativePlanning
VLU FACTOR ETF
316092782
5749
128328
SH
SOLE
0
0
128328
CreativePlanning
COM
359664109
3514
36366
SH
SOLE
0
0
36366
CreativePlanning
CL A
67059N108
202
7610
SH
SOLE
0
0
7610
CreativePlanning
COM
22266L106
618
2427
SH
SOLE
0
0
2427
CreativePlanning
COM
92840M102
242
13698
SH
SOLE
0
0
13698
CreativePlanning
NAMEN AKT
H17182108
1627
13352
SH
SOLE
0
0
13352
CreativePlanning
COM
98850P109
8229
138981
SH
SOLE
0
0
138981
CreativePlanning
SPONSORED ADS
36165L108
2757
34000
SH
SOLE
0
0
34000
CreativePlanning
COM
513272104
2494
32183
SH
SOLE
0
0
32183
CreativePlanning
SHS NEW
G0772R208
240
6272
SH
SOLE
0
0
6272
CreativePlanning
COM
39986L109
3046
61307
SH
SOLE
0
0
61307
CreativePlanning
RBTCS ARTFL INTE
37954Y715
1194
36021
SH
SOLE
0
0
36021
CreativePlanning
MSCI USA SMCP MN
46435G433
3906
106008
SH
SOLE
0
0
106008
CreativePlanning
COM
45781V101
2308
12811
SH
SOLE
0
0
12811
CreativePlanning
SPONSORED ADR
05337M104
142
15700
SH
SOLE
0
0
15700
CreativePlanning
CL A COM
19626G108
82
12696
SH
SOLE
0
0
12696
CreativePlanning
NUVEEN ESG MIDVL
67092P508
2824
82031
SH
SOLE
0
0
82031
CreativePlanning
NUVEEN ESG SMLCP
67092P607
1455
33811
SH
SOLE
0
0
33811
CreativePlanning
COM
22717L101
441
46633
SH
SOLE
0
0
46633
CreativePlanning
COM
G87110105
174
22573
SH
SOLE
0
0
22573
CreativePlanning
CL A
78410G104
851
3065
SH
SOLE
0
0
3065
CreativePlanning
COM NEW
03842K200
146
21751
SH
SOLE
0
0
21751
CreativePlanning
COM
H5861P103
81
24960
SH
SOLE
0
0
24960
CreativePlanning
COM
46187W107
212
6638
SH
SOLE
0
0
6638
CreativePlanning
CL A
407497106
7460
84240
SH
SOLE
0
0
84240
CreativePlanning
CL A
83304A106
4946
94585
SH
SOLE
0
0
94585
CreativePlanning
TORTOISE NRAM PI
56167N720
274
13521
SH
SOLE
0
0
13521
CreativePlanning
CORE MSCI INTL
46435G326
447756
6931209
SH
SOLE
0
0
6931209
CreativePlanning
COM
65342T106
250
13533
SH
SOLE
0
0
13533
CreativePlanning
CL A
679295105
23996
108861
SH
SOLE
0
0
108861
CreativePlanning
COM
704551100
563
184074
SH
SOLE
0
0
184074
CreativePlanning
COM
98585N106
168
11628
SH
SOLE
0
0
11628
CreativePlanning
CL A
12739A100
262
12646
SH
SOLE
0
0
12646
CreativePlanning
CL A COM
81617J301
59
11800
SH
SOLE
0
0
11800
CreativePlanning
FALN ANGLS USD
46435G474
783
26783
SH
SOLE
0
0
26783
CreativePlanning
CL A
339750101
332
3478
SH
SOLE
0
0
3478
CreativePlanning
CL A
146869102
260
990
SH
SOLE
0
0
990
CreativePlanning
SPNSORD ADS NEW
83587W106
86
17250
SH
SOLE
0
0
17250
CreativePlanning
COM
18914U100
852
69977
SH
SOLE
0
0
69977
CreativePlanning
COM
03676B102
121
13349
SH
SOLE
0
0
13349
CreativePlanning
DLY AEROSPC 3X
25460E661
322
15014
SH
SOLE
0
0
15014
CreativePlanning
CLRBRG GWT ETF
524682101
3583
78454
SH
SOLE
0
0
78454
CreativePlanning
COM
45687V106
948
19267
SH
SOLE
0
0
19267
CreativePlanning
US INFR DEV ETF
37954Y673
679
27078
SH
SOLE
0
0
27078
CreativePlanning
NUVEEN ESG MIDCP
67092P409
3448
68861
SH
SOLE
0
0
68861
CreativePlanning
ESG AWR MSCI USA
46435G425
3954
43509
SH
SOLE
0
0
43509
CreativePlanning
YIELD ENHANCED
97717Y808
246
4820
SH
SOLE
0
0
4820
CreativePlanning
CL A
03782L101
941
7076
SH
SOLE
0
0
7076
CreativePlanning
NOTE 0.750% 9/1
267475AB7
97
90000
PRN
SOLE
0
0
90000
CreativePlanning
COM
872280102
166
12560
SH
SOLE
0
0
12560
CreativePlanning
BBRG ALL COMD K1
003261104
2143
92051
SH
SOLE
0
0
92051
CreativePlanning
CL A
02156K103
5983
183908
SH
SOLE
0
0
183908
CreativePlanning
SHS
N70544106
285
39038
SH
SOLE
0
0
39038
CreativePlanning
ULTRA SHRT INC
46641Q837
428
8426
SH
SOLE
0
0
8426
CreativePlanning
CL A NEW
09523Q200
125
19748
SH
SOLE
0
0
19748
CreativePlanning
SPONSORED ADS
345523104
69
10980
SH
SOLE
0
0
10980
CreativePlanning
COM
483119103
130
19230
SH
SOLE
0
0
19230
CreativePlanning
COM
75737F108
379
5698
SH
SOLE
0
0
5698
CreativePlanning
COM
3621LQ109
255
10609
SH
SOLE
0
0
10609
CreativePlanning
NOTE 4.750% 8/2
03762UAB1
11
11000
PRN
SOLE
0
0
11000
CreativePlanning
SPON ADR NEW
594837403
105
13696
SH
SOLE
0
0
13696
CreativePlanning
ESG AWRE 1 5 YR
46435G243
314
12102
SH
SOLE
0
0
12102
CreativePlanning
NUVEEN ESG LRGCP
67092P201
217
3750
SH
SOLE
0
0
3750
CreativePlanning
COM
26614N102
5688
73601
SH
SOLE
0
0
73601
CreativePlanning
RUSEL 2500 ETF
46435G268
482
7669
SH
SOLE
0
0
7669
CreativePlanning
SPONSORED ADS
08653C106
677
360020
SH
SOLE
0
0
360020
CreativePlanning
ESG AWRE USD ETF
46435G193
3122
115881
SH
SOLE
0
0
115881
CreativePlanning
COM CL A
77543R102
8726
26785
SH
SOLE
0
0
26785
CreativePlanning
COM
09215C105
382
5159
SH
SOLE
0
0
5159
CreativePlanning
CL A
60937P106
1410
5272
SH
SOLE
0
0
5272
CreativePlanning
SPONSORD ADS
81141R100
2545
11401
SH
SOLE
0
0
11401
CreativePlanning
COM CL A
971378104
213
7688
SH
SOLE
0
0
7688
CreativePlanning
SPONSORED ADS
31810T101
352
50233
SH
SOLE
0
0
50233
CreativePlanning
COM CL A
860897107
589
11896
SH
SOLE
0
0
11896
CreativePlanning
COM
78781P105
677
13366
SH
SOLE
0
0
13366
CreativePlanning
COM
70387R106
702
158137
SH
SOLE
0
0
158137
CreativePlanning
NOTE 1.250% 9/1
22943FAM2
10
10000
PRN
SOLE
0
0
10000
CreativePlanning
COM
98980M109
52
32675
SH
SOLE
0
0
32675
CreativePlanning
EMRNG MKT CONS
500767876
400
12432
SH
SOLE
0
0
12432
CreativePlanning
BROAD USD HIGH
46435U853
244
5935
SH
SOLE
0
0
5935
CreativePlanning
NUVEEN ESG EMRGN
67092P888
1455
41435
SH
SOLE
0
0
41435
CreativePlanning
TOTAL RTRN ETF
41653L305
5456
135663
SH
SOLE
0
0
135663
CreativePlanning
FTSE CHINA
35473P819
207
6439
SH
SOLE
0
0
6439
CreativePlanning
MSCI EMRG CHN
46434G764
2768
46544
SH
SOLE
0
0
46544
CreativePlanning
COM
58490H107
159
39000
SH
SOLE
0
0
39000
CreativePlanning
COM
92766K106
1431
46734
SH
SOLE
0
0
46734
CreativePlanning
SHS
G1466B103
91
61270
SH
SOLE
0
0
61270
CreativePlanning
COM
24984K105
1994
39255
SH
SOLE
0
0
39255
CreativePlanning
CL A
65158N102
128
12820
SH
SOLE
0
0
12820
CreativePlanning
COM
67077M108
747
13863
SH
SOLE
0
0
13863
CreativePlanning
COM
35953D104
1259
56920
SH
SOLE
0
0
56920
CreativePlanning
BLOCKCHAIN LDR
032108607
383
6858
SH
SOLE
0
0
6858
CreativePlanning
NSD NXGN ECO ETF
829658202
239
4961
SH
SOLE
0
0
4961
CreativePlanning
COM NEW
428304307
63
9689
SH
SOLE
0
0
9689
CreativePlanning
MICROSECTORS IDX
063679872
299
10640
SH
SOLE
0
0
10640
CreativePlanning
COM
30260M103
282
25062
SH
SOLE
0
0
25062
CreativePlanning
MOTLEY FOL ETF
74933W601
496
13935
SH
SOLE
0
0
13935
CreativePlanning
SPONSORED ADS
720162106
415
5974
SH
SOLE
0
0
5974
CreativePlanning
COM
30052C107
366
28201
SH
SOLE
0
0
28201
CreativePlanning
COM
52110H100
339
19010
SH
SOLE
0
0
19010
CreativePlanning
COM
98980G102
11511
67056
SH
SOLE
0
0
67056
CreativePlanning
SHS
G1144A105
12
775
SH
SOLE
0
0
775
CreativePlanning
CL A
26210C104
1672
62711
SH
SOLE
0
0
62711
CreativePlanning
SHS
L8681T102
1198
4472
SH
SOLE
0
0
4472
CreativePlanning
SPONS ADS REP Z
090040106
514
4803
SH
SOLE
0
0
4803
CreativePlanning
RIGHT 04/14/2021
36240A168
1
11298
SH
SOLE
0
0
11298
CreativePlanning
COM CL A
98983V106
432
29218
SH
SOLE
0
0
29218
CreativePlanning
COM
384313508
741
60583
SH
SOLE
0
0
60583
CreativePlanning
COM
15677J108
322
3817
SH
SOLE
0
0
3817
CreativePlanning
COM
256163106
6564
32424
SH
SOLE
0
0
32424
CreativePlanning
COM
457730109
285
1377
SH
SOLE
0
0
1377
CreativePlanning
COM STK CL A
03168L105
185
27454
SH
SOLE
0
0
27454
CreativePlanning
COM
15872M104
2115
97314
SH
SOLE
0
0
97314
CreativePlanning
COM
98311A105
346
4958
SH
SOLE
0
0
4958
CreativePlanning
TECHNOLOGY
46431W648
237
4885
SH
SOLE
0
0
4885
CreativePlanning
ESG AWARE MSCI
46435U663
22995
596657
SH
SOLE
0
0
596657
CreativePlanning
CL A
39572G100
238
38384
SH
SOLE
0
0
38384
CreativePlanning
SHS
G6333L101
18
13075
SH
SOLE
0
0
13075
CreativePlanning
COM
715347100
226
7763
SH
SOLE
0
0
7763
CreativePlanning
COM
84861D103
1469
65851
SH
SOLE
0
0
65851
CreativePlanning
NOTE 3.750% 2/0
04010LAT0
10
10000
PRN
SOLE
0
0
10000
CreativePlanning
AUTONMOUS EV ETF
37954Y624
309
11658
SH
SOLE
0
0
11658
CreativePlanning
COM
30034W106
2568
43130
SH
SOLE
0
0
43130
CreativePlanning
COMMUNICATION
81369Y852
1366
18636
SH
SOLE
0
0
18636
CreativePlanning
SPDR GLD MINIS
98149E204
2774
163169
SH
SOLE
0
0
163169
CreativePlanning
ROBOTICS ARTIF
46435U556
593
13738
SH
SOLE
0
0
13738
CreativePlanning
BETBULD EUROPE
46641Q720
255
9309
SH
SOLE
0
0
9309
CreativePlanning
COM CL 2
88688T100
8576
377307
SH
SOLE
0
0
377307
CreativePlanning
COM CL A
093712107
935
34551
SH
SOLE
0
0
34551
CreativePlanning
ADS
137586103
208
24800
SH
SOLE
0
0
24800
CreativePlanning
ONLINE RTL ETF
74347B169
214
2727
SH
SOLE
0
0
2727
CreativePlanning
COM
83570H108
352
9405
SH
SOLE
0
0
9405
CreativePlanning
COM
29446Y502
309
38677
SH
SOLE
0
0
38677
CreativePlanning
COM NEW
284849205
132
28137
SH
SOLE
0
0
28137
CreativePlanning
COM
918640103
34
11450
SH
SOLE
0
0
11450
CreativePlanning
BNCHMRK INDSTR
69374H766
267
6868
SH
SOLE
0
0
6868
CreativePlanning
CL A
11282X103
1813
101013
SH
SOLE
0
0
101013
CreativePlanning
SPON ADS
62914V106
9787
251084
SH
SOLE
0
0
251084
CreativePlanning
HENDERSON MTG
47103U852
572
10775
SH
SOLE
0
0
10775
CreativePlanning
COM
98212N107
70
12607
SH
SOLE
0
0
12607
CreativePlanning
COM
00688A106
24
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
28414H103
1041
35347
SH
SOLE
0
0
35347
CreativePlanning
TOTAL WLD BD ETF
92206C565
432
5426
SH
SOLE
0
0
5426
CreativePlanning
ESG US STK ETF
921910733
44038
597124
SH
SOLE
0
0
597124
CreativePlanning
ESG INTL STK ETF
921910725
33173
540540
SH
SOLE
0
0
540540
CreativePlanning
CLEAN ENERGY
00162Q460
691
8854
SH
SOLE
0
0
8854
CreativePlanning
COM
40131M109
1196
7837
SH
SOLE
0
0
7837
CreativePlanning
ORD SHS
N14506104
218
1956
SH
SOLE
0
0
1956
CreativePlanning
COM
019770106
895
25351
SH
SOLE
0
0
25351
CreativePlanning
COM
53814L108
338
19518
SH
SOLE
0
0
19518
CreativePlanning
COM
00973W102
437
88447
SH
SOLE
0
0
88447
CreativePlanning
ADS
65481N100
1378
37607
SH
SOLE
0
0
37607
CreativePlanning
COM CL A
G85158106
2068
33774
SH
SOLE
0
0
33774
CreativePlanning
VIDEO GAMING
92189F114
209
3051
SH
SOLE
0
0
3051
CreativePlanning
90/60 BALNCED FD
97717Y790
232
6212
SH
SOLE
0
0
6212
CreativePlanning
COM
76118Y104
334
11823
SH
SOLE
0
0
11823
CreativePlanning
SHS
G5494J103
4912
17533
SH
SOLE
0
0
17533
CreativePlanning
COM
039653100
309
4748
SH
SOLE
0
0
4748
CreativePlanning
COM
294600101
124
15174
SH
SOLE
0
0
15174
CreativePlanning
*W EXP 05/09/202
89615T114
121
60000
SH
SOLE
0
0
60000
CreativePlanning
COM
654110105
794
57191
SH
SOLE
0
0
57191
CreativePlanning
COM STK
05684B107
214
14458
SH
SOLE
0
0
14458
CreativePlanning
SPONSORED ADS
874038102
61
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
92259F101
161
14129
SH
SOLE
0
0
14129
CreativePlanning
COM
00848H108
50
30673
SH
SOLE
0
0
30673
CreativePlanning
COM
29772L108
624
85300
SH
SOLE
0
0
85300
CreativePlanning
COM
60770K107
6815
52040
SH
SOLE
0
0
52040
CreativePlanning
SPON ADS
88034P109
1779
86845
SH
SOLE
0
0
86845
CreativePlanning
GBL GREEN ETF
46435U440
1004
18375
SH
SOLE
0
0
18375
CreativePlanning
S&P KENSHO CLEAN
78468R655
291
2555
SH
SOLE
0
0
2555
CreativePlanning
COM CL A
83200N103
576
9016
SH
SOLE
0
0
9016
CreativePlanning
UNIT
38150K103
329
19347
SH
SOLE
0
0
19347
CreativePlanning
CL C
24703L202
1149
13040
SH
SOLE
0
0
13040
CreativePlanning
FINTECH INNOVA
00214Q708
1092
21374
SH
SOLE
0
0
21374
CreativePlanning
COM
09075F107
478
59117
SH
SOLE
0
0
59117
CreativePlanning
CL A COM STK
33813J106
339
19707
SH
SOLE
0
0
19707
CreativePlanning
COM
86804F202
74
10489
SH
SOLE
0
0
10489
CreativePlanning
DEFIANCE NEXT
26922A289
835
23727
SH
SOLE
0
0
23727
CreativePlanning
SPON ADS CL A
36118L106
4606
29000
SH
SOLE
0
0
29000
CreativePlanning
COM
P73684113
112
10470
SH
SOLE
0
0
10470
CreativePlanning
COM
260557103
5187
81121
SH
SOLE
0
0
81121
CreativePlanning
COM
90069K104
467
37942
SH
SOLE
0
0
37942
CreativePlanning
CL A COM
55087P104
1445
22876
SH
SOLE
0
0
22876
CreativePlanning
COM
776153108
146
17524
SH
SOLE
0
0
17524
CreativePlanning
ORD SHS
H01301128
893
12725
SH
SOLE
0
0
12725
CreativePlanning
SHS
M8893U102
105
10000
SH
SOLE
0
0
10000
CreativePlanning
SPONSORED ADS
48138M105
574
16201
SH
SOLE
0
0
16201
CreativePlanning
CL A
72352L106
6965
94086
SH
SOLE
0
0
94086
CreativePlanning
PURE CANNABIS
00768Y495
259
10955
SH
SOLE
0
0
10955
CreativePlanning
COMMON STOCK
449109107
272
25529
SH
SOLE
0
0
25529
CreativePlanning
ADS
589492107
267
79169
SH
SOLE
0
0
79169
CreativePlanning
COM
08862E109
2896
22254
SH
SOLE
0
0
22254
CreativePlanning
SPONSORED ADS
42207L106
1452
42805
SH
SOLE
0
0
42805
CreativePlanning
COM
90353T100
2545
46693
SH
SOLE
0
0
46693
CreativePlanning
CL A
31188V100
4508
67004
SH
SOLE
0
0
67004
CreativePlanning
COM
50050N103
391
8060
SH
SOLE
0
0
8060
CreativePlanning
COM
22052L104
3333
71487
SH
SOLE
0
0
71487
CreativePlanning
SELF DRIVNG EV
46435U366
322
6972
SH
SOLE
0
0
6972
CreativePlanning
QUADRTC INT RT
500767736
1956
68422
SH
SOLE
0
0
68422
CreativePlanning
COM CL A
25058X105
125
8402
SH
SOLE
0
0
8402
CreativePlanning
CL A
76156B107
493
10962
SH
SOLE
0
0
10962
CreativePlanning
ORD
G0250X107
683
58490
SH
SOLE
0
0
58490
CreativePlanning
ORD SHS
M4R82T106
2522
11611
SH
SOLE
0
0
11611
CreativePlanning
CL A
16679L109
1017
12006
SH
SOLE
0
0
12006
CreativePlanning
CL A
22788C105
17846
97780
SH
SOLE
0
0
97780
CreativePlanning
SHS
G17766109
1095
23448
SH
SOLE
0
0
23448
CreativePlanning
COM
00650F109
833
20687
SH
SOLE
0
0
20687
CreativePlanning
COM
88339P101
203
8960
SH
SOLE
0
0
8960
CreativePlanning
COM
375036100
113
11300
SH
SOLE
0
0
11300
CreativePlanning
CYBERSECURITY
46435U135
358
9360
SH
SOLE
0
0
9360
CreativePlanning
SPONSORED ADS
01609W102
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
69121K104
223
16222
SH
SOLE
0
0
16222
CreativePlanning
COM
86730L109
115
101658
SH
SOLE
0
0
101658
CreativePlanning
COM CL A
26142R104
5212
84979
SH
SOLE
0
0
84979
CreativePlanning
SHS
M5425M103
274
3789
SH
SOLE
0
0
3789
CreativePlanning
COM
22766M109
1247
90394
SH
SOLE
0
0
90394
CreativePlanning
COM
037833100
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
ROBO GBL HLTCR
301505723
285
6483
SH
SOLE
0
0
6483
CreativePlanning
COM NEW
268150109
263
5457
SH
SOLE
0
0
5457
CreativePlanning
CLOUD COMPUTNG
97717Y691
879
18255
SH
SOLE
0
0
18255
CreativePlanning
CL A COM
83192H106
188
18250
SH
SOLE
0
0
18250
CreativePlanning
CL A COM
18915M107
1727
24576
SH
SOLE
0
0
24576
CreativePlanning
COM
023135106
143
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A COM
23804L103
316
3787
SH
SOLE
0
0
3787
CreativePlanning
SPONSORED ADS
91912E105
24
7000
SH
Call
SOLE
0
0
7000
CreativePlanning
COM CL A
15961R105
443
16583
SH
SOLE
0
0
16583
CreativePlanning
CL A COM
70614W100
2675
23789
SH
SOLE
0
0
23789
CreativePlanning
COM
369604103
12
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
US SML CP VALU
025072877
32312
447471
SH
SOLE
0
0
447471
CreativePlanning
COM
70805E109
801
17484
SH
SOLE
0
0
17484
CreativePlanning
COM
156727109
584
6514
SH
SOLE
0
0
6514
CreativePlanning
INTL SMCP VLU
025072802
13841
222529
SH
SOLE
0
0
222529
CreativePlanning
COMMON STOCK
02128L106
130
10000
SH
SOLE
0
0
10000
CreativePlanning
1 5YR CORP BD
808524714
505
9900
SH
SOLE
0
0
9900
CreativePlanning
COM CL A
079823100
354
15000
SH
SOLE
0
0
15000
CreativePlanning
COM
023135106
114
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
120
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
74340E103
215
4830
SH
SOLE
0
0
4830
CreativePlanning
COM
69242L106
1263
69073
SH
SOLE
0
0
69073
CreativePlanning
COM
87241J104
167
12330
SH
SOLE
0
0
12330
CreativePlanning
COM
11135B100
340
32552
SH
SOLE
0
0
32552
CreativePlanning
COM
037833100
1
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
22717L101
3
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
154
400
SH
Call
SOLE
0
0
400
CreativePlanning
SPONSORED ADS
134748102
292
14140
SH
SOLE
0
0
14140
CreativePlanning
NOTE 2.250% 6/1
928298AP3
27
25000
PRN
SOLE
0
0
25000
CreativePlanning
COM
090043100
1499
10303
SH
SOLE
0
0
10303
CreativePlanning
CL A
679295105
23
200
SH
Call
SOLE
0
0
200
CreativePlanning
TR UNIT
78462F103
5
4000
SH
Put
SOLE
0
0
4000
CreativePlanning
NATIONWIDE RSK
26922A172
539
20087
SH
SOLE
0
0
20087
CreativePlanning
CL A
852234103
134
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
TR UNIT
78462F103
6
5900
SH
Put
SOLE
0
0
5900
CreativePlanning
SPONSORED ADS
01609W102
64
1400
SH
Call
SOLE
0
0
1400
CreativePlanning
COM
594918104
53
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM NEW
172967424
3652
517500
SH
Call
SOLE
0
0
517500
CreativePlanning
COM
949746101
19
12000
SH
Call
SOLE
0
0
12000
CreativePlanning
COM CL 2
88688T100
3
300
SH
Call
SOLE
0
0
300
CreativePlanning
SPONSORED ADS
01609W102
65
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
CL A
30303M102
287
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
138035100
5
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
097023105
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
023135106
91
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM CL A
83088V102
7
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM SHS
09260E105
664
25250
SH
SOLE
0
0
25250
CreativePlanning
COM
037833100
81
5600
SH
Call
SOLE
0
0
5600
CreativePlanning
COM
037833100
17
1400
SH
Call
SOLE
0
0
1400
CreativePlanning
COM
037833100
5
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
037833100
2
700
SH
Call
SOLE
0
0
700
CreativePlanning
COM
147626105
178
24596
SH
SOLE
0
0
24596
CreativePlanning
COM
31428X106
68
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
80810D103
313
4107
SH
SOLE
0
0
4107
CreativePlanning
COM
594918104
19
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM CL A
23130Q107
130
9565
SH
SOLE
0
0
9565
CreativePlanning
SPONSORED ADR
82575P107
913
51126
SH
SOLE
0
0
51126
CreativePlanning
SPONSORED ADS
01609W102
3
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
060505104
5
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
30231G102
31
2600
SH
Call
SOLE
0
0
2600
CreativePlanning
COM
02209S103
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
SUB VTG SHS
36168Q104
280
8000
SH
SOLE
0
0
8000
CreativePlanning
COM
254687106
73
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
CL A
30303M102
25
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
594918104
24
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
852234103
54
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
594918104
2416
142800
SH
Call
SOLE
0
0
142800
CreativePlanning
COM
90353T100
51
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
V7780T103
24
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
30303M102
74
1300
SH
Call
SOLE
0
0
1300
CreativePlanning
CL A
30303M102
39
500
SH
Call
SOLE
0
0
500
CreativePlanning
CAP STK CL A
02079K305
5228
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
CL A
852234103
194
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
SPONSORED ADS
01609W102
60
4700
SH
Call
SOLE
0
0
4700
CreativePlanning
SPONSORED ADS
01609W102
3
700
SH
Call
SOLE
0
0
700
CreativePlanning
CL A
679295105
32
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
550021109
45
500
SH
Call
SOLE
0
0
500
CreativePlanning
ETFMG TRAVEL TEC
26924G771
821
26269
SH
SOLE
0
0
26269
CreativePlanning
COM
037833100
1
500
SH
Call
SOLE
0
0
500
CreativePlanning
SPONSORED ADS
01609W102
13
700
SH
Call
SOLE
0
0
700
CreativePlanning
CL A
852234103
143
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
852234103
184
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
CL A
852234103
118
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
707569109
115
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
COM
707569109
59
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
852234103
74
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
852234103
138
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
79466L302
20
1200
SH
Call
SOLE
0
0
1200
CreativePlanning
COM
023135106
486
400
SH
Call
SOLE
0
0
400
CreativePlanning
CAP STK CL A
02079K305
122
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
594918104
57
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM SB VTG SHS A
11275Q107
255
3342
SH
SOLE
0
0
3342
CreativePlanning
COM
097023105
55
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
00835Q103
406
35003
SH
SOLE
0
0
35003
CreativePlanning
COM
14448C104
6022
142640
SH
SOLE
0
0
142640
CreativePlanning
COM
68902V107
5327
77821
SH
SOLE
0
0
77821
CreativePlanning
FOCUSED LRG CAP
025072794
44698
771312
SH
SOLE
0
0
771312
CreativePlanning
COM
88160R101
57
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
023135106
209
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
594918104
279
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
COM
023135106
114
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
060505104
61
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
CL A
30303M102
25
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
30303M102
7808
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SH
Call
SOLE
0
0
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CreativePlanning
COM
594918104
2255
80000
SH
Call
SOLE
0
0
80000
CreativePlanning
COM
138035100
9
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL B NEW
084670702
827
30000
SH
Call
SOLE
0
0
30000
CreativePlanning
COM
375558103
1
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM CL A
26142R104
21
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
458140100
36
1800
SH
Call
SOLE
0
0
1800
CreativePlanning
COM
007903107
3464
455000
SH
Call
SOLE
0
0
455000
CreativePlanning
COM
98462Y100
1
3500
SH
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00165C104
9
1400
SH
Call
SOLE
0
0
1400
CreativePlanning
SPON ADR CL A
47215P106
168
15000
SH
Call
SOLE
0
0
15000
CreativePlanning
COM
92532F100
0
100
SH
Call
SOLE
0
0
100
CreativePlanning
UNIT 10/15/2025
G1355U105
160
13600
SH
SOLE
0
0
13600
CreativePlanning
COM
594918104
11
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
27627N105
1222
63345
SH
SOLE
0
0
63345
CreativePlanning
COM
037833100
2
12600
SH
Put
SOLE
0
0
12600
CreativePlanning
UNIT SER 1
46090E103
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
88160R101
64
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM CL A
26142R104
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
037833100
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
023135106
801
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
CL A NEW
594972408
47
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
674599105
19
1100
SH
Call
SOLE
0
0
1100
CreativePlanning
COM CL A
233277102
185
12550
SH
SOLE
0
0
12550
CreativePlanning
CL A NEW
594972408
244
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
88160R101
34
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM CL A
77664L108
128
10087
SH
SOLE
0
0
10087
CreativePlanning
COM
037833100
0
5600
SH
Put
SOLE
0
0
5600
CreativePlanning
COM
037833100
3070
367000
SH
Call
SOLE
0
0
367000
CreativePlanning
ETFMG ALTR HRVST
26924G508
15
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
67066G104
16
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
91913Y100
1
6000
SH
Put
SOLE
0
0
6000
CreativePlanning
COM CL A
88339J105
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
867652406
3
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
28
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
037833100
6
500
SH
Call
SOLE
0
0
500
CreativePlanning
CAP STK CL A
02079K305
10
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
45782B104
3
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
SPON ADR CL A
47215P106
9
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
30303M102
31
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
037833100
807
200000
SH
Call
SOLE
0
0
200000
CreativePlanning
COM
88160R101
37
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
007903107
2
1400
SH
Call
SOLE
0
0
1400
CreativePlanning
COM
651639106
1
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
88160R101
50
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
30
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
88160R101
48
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
67066G104
50
700
SH
Call
SOLE
0
0
700
CreativePlanning
CL A
22788C105
42
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
65339F101
1
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
88160R101
50
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
14
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
35953D104
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
012653101
98
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
COM
92556V106
2022
144754
SH
SOLE
0
0
144754
CreativePlanning
COM
88160R101
31
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
25
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
69608A108
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM CL A
19424L101
209
21000
SH
SOLE
0
0
21000
CreativePlanning
COM
717081103
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
21833P103
19
21000
SH
Call
SOLE
0
0
21000
CreativePlanning
COM
21833P103
62
102000
SH
Call
SOLE
0
0
102000
CreativePlanning
COM
21833P103
7
147200
SH
Call
SOLE
0
0
147200
CreativePlanning
CL A
30303M102
28
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
396879108
251
7351
SH
SOLE
0
0
7351
CreativePlanning
CL A
69608A108
6
900
SH
Call
SOLE
0
0
900
CreativePlanning
COM
02376R102
20
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
097023105
11
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
37519D107
150
14088
SH
SOLE
0
0
14088
CreativePlanning
COM
79466L302
1
1800
SH
Put
SOLE
0
0
1800
CreativePlanning
COM CL A
124155102
250
14860
SH
SOLE
0
0
14860
CreativePlanning
*W EXP 01/30/203
G9444H118
41
20000
SH
SOLE
0
0
20000
CreativePlanning
*W EXP 10/01/202
G7307X113
17
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
907818108
5
20800
SH
Put
SOLE
0
0
20800
CreativePlanning
COM
02376R102
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
46131B100
0
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
67079Y100
124
12306
SH
SOLE
0
0
12306
CreativePlanning
COM
138035100
9
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
69608A108
366
60000
SH
Call
SOLE
0
0
60000
CreativePlanning
COM
742718109
0
1500
SH
Put
SOLE
0
0
1500
CreativePlanning
COM CL A
G89554102
117
10709
SH
SOLE
0
0
10709
CreativePlanning
COM
949746101
0
30100
SH
Put
SOLE
0
0
30100
CreativePlanning
SPON ADR CL A
47215P106
104
12500
SH
Call
SOLE
0
0
12500
CreativePlanning
SHS CL A
G9446E105
358
35156
SH
SOLE
0
0
35156
CreativePlanning
*W EXP 09/26/202
G8251L113
26
10000
SH
SOLE
0
0
10000
CreativePlanning
COM
20602D101
314
2097
SH
SOLE
0
0
2097
CreativePlanning
COM
46185L103
2
1100
SH
Call
SOLE
0
0
1100
CreativePlanning
COM
70450Y103
554
21000
SH
Call
SOLE
0
0
21000
CreativePlanning
COM
86771W105
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A
98980L101
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM CL A
435063102
134
11361
SH
SOLE
0
0
11361
CreativePlanning
UNIT SER 1
46090E103
0
300
SH
Call
SOLE
0
0
300
CreativePlanning
SHS CL A
G8251L105
279
26092
SH
SOLE
0
0
26092
CreativePlanning
SHS CL A
G8252P105
2308
134569
SH
SOLE
0
0
134569
CreativePlanning
ADS
98422D105
13
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
47
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
79466L302
7
500
SH
Call
SOLE
0
0
500
CreativePlanning
*W EXP 09/26/202
G82514111
49
20000
SH
SOLE
0
0
20000
CreativePlanning
COM
79466L302
8
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
256163106
13
800
SH
Call
SOLE
0
0
800
CreativePlanning
SPONSORED ADS
48138M105
16
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
097023105
28
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM CL A
67080N101
135
12900
SH
SOLE
0
0
12900
CreativePlanning
*W EXP 07/29/202
233277110
84
20000
SH
SOLE
0
0
20000
CreativePlanning
COM
52567D107
100
3400
SH
Call
SOLE
0
0
3400
CreativePlanning
CL B
654106103
169
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
CL A
16679L109
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A
25809K105
348
2654
SH
SOLE
0
0
2654
CreativePlanning
COM
023135106
14
100
SH
Call
SOLE
0
0
100
CreativePlanning
SPONSORED ADS
01609W102
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
30303M102
17
1600
SH
Call
SOLE
0
0
1600
CreativePlanning
CL A
30303M102
30
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
30303M102
4
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
CAP STK CL A
02079K305
67
200
SH
Call
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
10
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
594918104
35
1300
SH
Call
SOLE
0
0
1300
CreativePlanning
COM
594918104
2
1100
SH
Call
SOLE
0
0
1100
CreativePlanning
COM
67066G104
2
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL B
911312106
0
3200
SH
Put
SOLE
0
0
3200
CreativePlanning
CL A
98980L101
5
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM CL A
009066101
5585
29716
SH
SOLE
0
0
29716
CreativePlanning
CL A
12468P104
489
7426
SH
SOLE
0
0
7426
CreativePlanning
COM
31428X106
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
023135106
28
100
SH
Call
SOLE
0
0
100
CreativePlanning
CAP STK CL A
02079K305
38
100
SH
Call
SOLE
0
0
100
CreativePlanning
CAP STK CL A
02079K305
39
300
SH
Call
SOLE
0
0
300
CreativePlanning
CL A
60937P106
36
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
594918104
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
67066G104
5
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
88160R101
31
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
26
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
44888K209
229
3790
SH
SOLE
0
0
3790
CreativePlanning
INNOVATION ETF
00214Q104
51
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
254687106
25
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
037833100
5
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
037833100
0
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
36
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
35
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
92859E108
206
31000
SH
SOLE
0
0
31000
CreativePlanning
UNIT 99/99/9999
143658300
7
900
SH
Call
SOLE
0
0
900
CreativePlanning
COM
138035100
10
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
COM
83088M102
50
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
SHS CL A
G9441E100
249
19150
SH
SOLE
0
0
19150
CreativePlanning
TR UNIT
78462F103
87
5300
SH
Put
SOLE
0
0
5300
CreativePlanning
COM
81762P102
191
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
98980L101
150
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
037833100
2
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
007903107
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
007903107
0
300
SH
Call
SOLE
0
0
300
CreativePlanning
SPONSORED ADS
01609W102
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
79466L302
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
40
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
459200101
7
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
745867101
16
1600
SH
Call
SOLE
0
0
1600
CreativePlanning
CL A
83304A106
203
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
COM
05156X884
3
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
101121101
3
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
037833100
74
62800
SH
Put
SOLE
0
0
62800
CreativePlanning
COM
037833100
2
1400
SH
Call
SOLE
0
0
1400
CreativePlanning
COM
023135106
11
200
SH
Call
SOLE
0
0
200
CreativePlanning
UT SER 1
78467X109
0
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM
31428X106
3
200
SH
Call
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
82
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
594918104
7
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
COM
594918104
14
600
SH
Call
SOLE
0
0
600
CreativePlanning
CL A
G0083D120
176
17606
SH
SOLE
0
0
17606
CreativePlanning
COM
G0190X100
153
14899
SH
SOLE
0
0
14899
CreativePlanning
COM
037833100
7
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
037833100
0
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
MSCI EMG MKT ETF
464287234
85
30400
SH
Put
SOLE
0
0
30400
CreativePlanning
MSCI EAFE ETF
464287465
68
27900
SH
Put
SOLE
0
0
27900
CreativePlanning
CL A
30303M102
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
RUSSELL 2000 ETF
464287655
47
5000
SH
Put
SOLE
0
0
5000
CreativePlanning
UTSER1 S&PDCRP
78467Y107
36
2100
SH
Put
SOLE
0
0
2100
CreativePlanning
COM CL A
18978W109
530
35562
SH
SOLE
0
0
35562
CreativePlanning
SHS CL A
G46044106
765
75040
SH
SOLE
0
0
75040
CreativePlanning
COM CLS A
665742102
322
29000
SH
SOLE
0
0
29000
CreativePlanning
COM
683712103
852
40198
SH
SOLE
0
0
40198
CreativePlanning
COM
037833100
0
5800
SH
Call
SOLE
0
0
5800
CreativePlanning
COM
336433107
12
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
68989M103
317
37275
SH
SOLE
0
0
37275
CreativePlanning
COM
70450Y103
7
500
SH
Call
SOLE
0
0
500
CreativePlanning
TR UNIT
78462F103
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
SPON ADR CL A
47215P106
115
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
SPONSORED ADS
01609W102
25
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
256163106
675
31000
SH
Call
SOLE
0
0
31000
CreativePlanning
COM
049284102
288
28651
SH
SOLE
0
0
28651
CreativePlanning
COM CL A
433000106
325
24574
SH
SOLE
0
0
24574
CreativePlanning
COM
88160R101
23
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
097023105
4
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
254687106
54
400
SH
Call
SOLE
0
0
400
CreativePlanning
CL A
25470M109
6
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
349915108
4
2100
SH
Call
SOLE
0
0
2100
CreativePlanning
JR GOLD MINERS E
92189F791
3
900
SH
Call
SOLE
0
0
900
CreativePlanning
COM
452327109
22
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
477143101
6
1700
SH
Call
SOLE
0
0
1700
CreativePlanning
SPON ADR CL A
47215P106
95
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
548661107
30
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM
848637104
5
300
SH
Call
SOLE
0
0
300
CreativePlanning
CL A
852234103
45
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
00206R102
5
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
89832Q109
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
90184L102
44
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
931142103
37
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
983793100
19
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
88160R101
83
700
SH
Call
SOLE
0
0
700
CreativePlanning
UNIT SER 1
46090E103
0
1200
SH
Put
SOLE
0
0
1200
CreativePlanning
COM
037833100
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM CL A
30606L108
323
32389
SH
SOLE
0
0
32389
CreativePlanning
CL A
72703H101
2
500
SH
Call
SOLE
0
0
500
CreativePlanning
INNOVATION ETF
00214Q104
114
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
INNOVATION ETF
00214Q104
55
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
INNOVATION ETF
00214Q104
9
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
31188V100
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
*W EXP 10/19/202
G46044114
205
100000
SH
SOLE
0
0
100000
CreativePlanning
CL A
31188V100
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
037833100
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
20 YR TR BD ETF
464287432
0
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
SPONSORED ADS
01609W102
63
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
CL A
83304A106
6
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
ULTRAPRO SHT QQQ
74347G861
4
15000
SH
Call
SOLE
0
0
15000
CreativePlanning
COM
872540109
7
6000
SH
Call
SOLE
0
0
6000
CreativePlanning
COM
949746101
6
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
369604103
2
2000
SH
Put
SOLE
0
0
2000
CreativePlanning
COM CL A
G9442R126
288
24301
SH
SOLE
0
0
24301
CreativePlanning
COM
037833100
29
43400
SH
Put
SOLE
0
0
43400
CreativePlanning
COM
00507V109
11
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
22788C105
66
1700
SH
Call
SOLE
0
0
1700
CreativePlanning
COM
29446Y502
5
7000
SH
Call
SOLE
0
0
7000
CreativePlanning
SPONSORED ADR
38059T106
4
2600
SH
Call
SOLE
0
0
2600
CreativePlanning
COM
437076102
1
800
SH
Put
SOLE
0
0
800
CreativePlanning
COM
496902404
2
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
808513105
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
88160R101
42
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
16679L109
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A
16679L109
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
184499101
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
690370101
36
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
88160R101
265
1700
SH
Call
SOLE
0
0
1700
CreativePlanning
COM
023135106
10
300
SH
Put
SOLE
0
0
300
CreativePlanning
SPONSORED ADS
01609W102
3
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
594918104
4
400
SH
Put
SOLE
0
0
400
CreativePlanning
COM
037833100
5
19600
SH
Put
SOLE
0
0
19600
CreativePlanning
CL A
57636Q104
1
3000
SH
Put
SOLE
0
0
3000
CreativePlanning
ETFMG ALTR HRVST
26924G508
31
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
SPONSORED ADS
01609W102
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
41
400
SH
Call
SOLE
0
0
400
CreativePlanning
CL A
22788C105
37
800
SH
Call
SOLE
0
0
800
CreativePlanning
SHS CL A
G8252P105
7
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
CL A
30303M102
71
1600
SH
Call
SOLE
0
0
1600
CreativePlanning
COM
060505104
178
50000
SH
Call
SOLE
0
0
50000
CreativePlanning
COM
595112103
587
60000
SH
Call
SOLE
0
0
60000
CreativePlanning
COM
70450Y103
16
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
929236107
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
UNIT 12/20/2025
G8601L110
172
16309
SH
SOLE
0
0
16309
CreativePlanning
TR UNIT
78462F103
3
700
SH
Put
SOLE
0
0
700
CreativePlanning
UNIT 99/99/9999
29429X208
104
10320
SH
SOLE
0
0
10320
CreativePlanning
COM CL A
18914F103
119
15777
SH
SOLE
0
0
15777
CreativePlanning
COM
88160R101
22
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
69608A108
5
1800
SH
Call
SOLE
0
0
1800
CreativePlanning
COM
92343V104
26
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
023135106
24
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
478160104
5
27300
SH
Put
SOLE
0
0
27300
CreativePlanning
COM
023135106
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
SPONSORED ADS
01609W102
8
300
SH
Call
SOLE
0
0
300
CreativePlanning
CL A
30303M102
22
500
SH
Call
SOLE
0
0
500
CreativePlanning
CAP STK CL A
02079K305
35
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM NEW
617446448
48
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
594918104
2
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
88160R101
157
1100
SH
Call
SOLE
0
0
1100
CreativePlanning
UNIT 99/99/9999
143658300
7
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM CL A
00827B106
525
7420
SH
SOLE
0
0
7420
CreativePlanning
UNIT 01/01/2030
G7273A121
103
10220
SH
SOLE
0
0
10220
CreativePlanning
COM
723787107
4
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
COM
92343V104
9
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
023135106
19
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A
171439102
16
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
72352L106
8
700
SH
Call
SOLE
0
0
700
CreativePlanning
SPON ADR CL A
47215P106
138
9500
SH
Call
SOLE
0
0
9500
CreativePlanning
SPON ADR CL A
47215P106
98
15000
SH
Call
SOLE
0
0
15000
CreativePlanning
COM
594918104
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
594918104
11
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
594918104
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
88160R101
72
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
98980L101
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
88579Y101
4
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
037833100
11
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
30303M102
20
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM CL A
G88272102
318
30418
SH
SOLE
0
0
30418
CreativePlanning
COM
037833100
6
2200
SH
Call
SOLE
0
0
2200
CreativePlanning
COM
037833100
8
3000
SH
Put
SOLE
0
0
3000
CreativePlanning
COM
00507V109
26
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
CL A
30303M102
6
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
67066G104
34
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
67066G104
3
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A
679295105
16
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM
98980G102
12
600
SH
Call
SOLE
0
0
600
CreativePlanning
CL A
72352L106
11
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
UNIT 01/15/2025
42589T206
292
28881
SH
SOLE
0
0
28881
CreativePlanning
COM
34619R102
362
35809
SH
SOLE
0
0
35809
CreativePlanning
CL A
30303M102
22
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
COM
437076102
0
900
SH
Put
SOLE
0
0
900
CreativePlanning
COM
023135106
31
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
5
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
29786A106
6
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
68389X105
11
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
254687106
0
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
060505104
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
83088M102
31
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
20 YR TR BD ETF
464287432
0
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
UNIT SER 1
46090E103
7
15000
SH
Put
SOLE
0
0
15000
CreativePlanning
UNIT 99/99/9999
143658300
6
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CAP STK CL A
02079K305
41
100
SH
Call
SOLE
0
0
100
CreativePlanning
CAP STK CL A
02079K305
29
100
SH
Call
SOLE
0
0
100
CreativePlanning
UNIT 01/31/2028
382873206
257
25462
SH
SOLE
0
0
25462
CreativePlanning
COM
37045V100
3
500
SH
Put
SOLE
0
0
500
CreativePlanning
SPONSORED ADS
01609W102
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
S&P METALS MNG
78464A755
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
03765K104
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
AUTONMOUS EV ETF
37954Y624
1
600
SH
Call
SOLE
0
0
600
CreativePlanning
CL A
69608A108
3
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
COM
767292105
22
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
767292105
20
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
82509L107
71
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
88160R101
29
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
70450Y103
0
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
345370860
4
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
747525103
13
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
COM
98973P101
8
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
CL A
30303M102
4
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
594918104
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
67066G104
5
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
67066G104
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
ENERGY
81369Y506
77
7100
SH
Call
SOLE
0
0
7100
CreativePlanning
COM
147626105
6
3300
SH
Call
SOLE
0
0
3300
CreativePlanning
BULLISH FD
46141D203
11
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
BULLISH FD
46141D203
5
50000
SH
Call
SOLE
0
0
50000
CreativePlanning
COM
023135106
14
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
08862E109
2
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
21833P103
1
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
30303M102
4
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
36467W109
23
6400
SH
Put
SOLE
0
0
6400
CreativePlanning
CAP STK CL A
02079K305
28
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
14427M107
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
550241103
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM CL A
42226W109
152
14850
SH
SOLE
0
0
14850
CreativePlanning
COM
023135106
23
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
023135106
5
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM CL A
18914F103
1
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CAP STK CL A
02079K305
25
100
SH
Call
SOLE
0
0
100
CreativePlanning
CAP STK CL A
02079K305
41
200
SH
Call
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
8
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
747525103
44
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
CL A
171439102
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
907818108
7
15300
SH
Put
SOLE
0
0
15300
CreativePlanning
CL A
98980L101
87
2000
SH
Put
SOLE
0
0
2000
CreativePlanning
SSE STAR MRKT 50
500767694
905
42689
SH
SOLE
0
0
42689
CreativePlanning
COM
88339P101
5
1300
SH
Call
SOLE
0
0
1300
CreativePlanning
COM
147626105
2
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM
147626105
0
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM
88339P101
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
88339P101
0
400
SH
Call
SOLE
0
0
400
CreativePlanning
CL A
76156B107
16
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CAP STK CL A
02079K305
3
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
550021109
10
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
20 YR TR BD ETF
464287432
8
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
037833100
7
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM
037833100
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
CAP STK CL A
02079K305
26
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
594918104
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
855244109
2
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
82509L107
11
100
SH
Call
SOLE
0
0
100
CreativePlanning
ULTRAPRO SHT QQQ
74347G861
5
13000
SH
Call
SOLE
0
0
13000
CreativePlanning
COM
88160R101
90
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
60770K107
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
32076V103
2
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
SPONSORED ADS
01609W102
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
67066G104
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
67066G104
9
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM CL A
00827B106
5
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
023135106
5
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
5
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
18914U100
2
4500
SH
Call
SOLE
0
0
4500
CreativePlanning
SPON ADR NEW
151290889
3
2600
SH
Call
SOLE
0
0
2600
CreativePlanning
COM
345370860
2
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
CAP STK CL A
02079K305
13
200
SH
Call
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
21
100
SH
Call
SOLE
0
0
100
CreativePlanning
CAP STK CL A
02079K305
4
100
SH
Call
SOLE
0
0
100
CreativePlanning
ORD
G5876H105
23
2500
SH
Call
SOLE
0
0
2500
CreativePlanning
COM
594918104
40
11800
SH
Put
SOLE
0
0
11800
CreativePlanning
COM CL 2
88688T100
79
7000
SH
Call
SOLE
0
0
7000
CreativePlanning
COM
023135106
13
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
4
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
9
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
14
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
023135106
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
MSCI TAIWAN ETF
46434G772
3
400
SH
Call
SOLE
0
0
400
CreativePlanning
CAP STK CL A
02079K305
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
TR UNIT
78462F103
16
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
00507V109
2
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A SHS
G3R33A106
20
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
34959E109
16
300
SH
Call
SOLE
0
0
300
CreativePlanning
GOLD MINERS ETF
92189F106
6
2600
SH
Call
SOLE
0
0
2600
CreativePlanning
CAP STK CL A
02079K305
25
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
86771W105
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
86771W105
4
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
86771W105
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
SPON ADR NEW
904767704
5
2500
SH
Call
SOLE
0
0
2500
CreativePlanning
COM CL A
38286R105
847
61845
SH
SOLE
0
0
61845
CreativePlanning
COM
949746101
0
300
SH
Call
SOLE
0
0
300
CreativePlanning
CAP STK CL C
02079K107
0
200
SH
Put
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
57
300
SH
Call
SOLE
0
0
300
CreativePlanning
CAP STK CL A
02079K305
0
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM
747525103
5
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
23
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A COM
922475108
8
5400
SH
Put
SOLE
0
0
5400
CreativePlanning
COM NEW
72919P202
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A COM
18915M107
29
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
CAP STK CL A
02079K305
2
200
SH
Call
SOLE
0
0
200
CreativePlanning
CAP STK CL A
02079K305
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
CL A
69608A108
14
2900
SH
Call
SOLE
0
0
2900
CreativePlanning
CL A
69608A108
12
3700
SH
Call
SOLE
0
0
3700
CreativePlanning
COM
693506107
3
7000
SH
Put
SOLE
0
0
7000
CreativePlanning
SPONSORED ADS
01609W102
6
600
SH
Call
SOLE
0
0
600
CreativePlanning
UNIT 99/99/9999
G03709113
103
10100
SH
SOLE
0
0
10100
CreativePlanning
PARTNERSHIP UNIT
G16258108
1
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
256746108
2
1400
SH
Put
SOLE
0
0
1400
CreativePlanning
MSCI EMG MKT ETF
464287234
5
2500
SH
Put
SOLE
0
0
2500
CreativePlanning
MSCI EAFE ETF
464287465
6
5000
SH
Put
SOLE
0
0
5000
CreativePlanning
COM
375036100
44
70000
SH
Call
SOLE
0
0
70000
CreativePlanning
CL A COM
922475108
13
5400
SH
Put
SOLE
0
0
5400
CreativePlanning
COM NEW
66510M204
0
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
36118H105
145
14601
SH
SOLE
0
0
14601
CreativePlanning
CL C CAP STK
98954M200
39
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
037833100
2629
381900
SH
Call
SOLE
0
0
381900
CreativePlanning
COM
023135106
1
400
SH
Put
SOLE
0
0
400
CreativePlanning
CAP STK CL A
02079K305
1
600
SH
Put
SOLE
0
0
600
CreativePlanning
COM NEW
428304307
1
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM NEW
428304307
1
600
SH
Call
SOLE
0
0
600
CreativePlanning
COM
574795100
85
4500
SH
Put
SOLE
0
0
4500
CreativePlanning
PURE US CANNABIS
00768Y453
6
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
70450Y103
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
UNIT 99/99/9999
143658300
3
400
SH
Call
SOLE
0
0
400
CreativePlanning
MSCI EMG MKT ETF
464287234
4
2100
SH
Put
SOLE
0
0
2100
CreativePlanning
SHS
G66721104
4
400
SH
Call
SOLE
0
0
400
CreativePlanning
CL A
72352L106
11
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
TR UNIT
78462F103
10
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
872307103
852
18333
SH
SOLE
0
0
18333
CreativePlanning
CL B NEW
084670702
0
1300
SH
Put
SOLE
0
0
1300
CreativePlanning
CAP STK CL A
02079K305
8
300
SH
Call
SOLE
0
0
300
CreativePlanning
RUSSELL 2000 ETF
464287655
11
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM
594918104
11
5500
SH
Put
SOLE
0
0
5500
CreativePlanning
CL A
69608A108
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
949746101
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM CL A
799793104
139
14000
SH
SOLE
0
0
14000
CreativePlanning
COM NEW
482480100
2
1300
SH
Put
SOLE
0
0
1300
CreativePlanning
MID CAP ETF
922908629
0
2000
SH
Put
SOLE
0
0
2000
CreativePlanning
COM
037833100
110
66800
SH
Put
SOLE
0
0
66800
CreativePlanning
UNIT 99/99/9999
143658300
9
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM NEW
594960304
4
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
366
22700
SH
Put
SOLE
0
0
22700
CreativePlanning
COM
03765K104
10
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM CL A
92826C839
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
74762E102
2
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
293792107
23
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
COM CL A
25058X105
3
2500
SH
Call
SOLE
0
0
2500
CreativePlanning
CL A
31188V100
7
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
SHS CL A
G8252P105
3
2500
SH
Call
SOLE
0
0
2500
CreativePlanning
COM
32076V103
77
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
CL A
30303M102
0
1200
SH
Put
SOLE
0
0
1200
CreativePlanning
COM
037833100
1
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM NEW
72919P202
42
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
COM CL A
42984L105
219
18331
SH
SOLE
0
0
18331
CreativePlanning
COM NEW
46120E602
1
600
SH
Put
SOLE
0
0
600
CreativePlanning
COM
64110L106
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM CL A
71531R109
4
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
NASDAQ 100 COVER
37954Y483
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
808513105
1
300
SH
Put
SOLE
0
0
300
CreativePlanning
SHS
M85548101
1
600
SH
Call
SOLE
0
0
600
CreativePlanning
NEXT GNRTN INTER
00214Q401
46
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
COM
00848K101
2
600
SH
Put
SOLE
0
0
600
CreativePlanning
COM
023135106
1
100
SH
Put
SOLE
0
0
100
CreativePlanning
COM NEW
72919P202
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
023135106
3
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM
037833100
7
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
500600101
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM NEW
594960304
54
3200
SH
Call
SOLE
0
0
3200
CreativePlanning
SHS
G66721104
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
SPONSORD ADS NEW
63008G203
7
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
COM CL A
71531R109
1
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
ULTRAPRO SHT QQQ
74347G861
3
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
83067L109
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
67066G104
5
10700
SH
Put
SOLE
0
0
10700
CreativePlanning
COM
880770102
6
500
SH
Call
SOLE
0
0
500
CreativePlanning
ETFMG ALTR HRVST
26924G508
2
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
69608A108
12
1400
SH
Call
SOLE
0
0
1400
CreativePlanning
COM
88160R101
34
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
88160R101
646
25000
SH
Put
SOLE
0
0
25000
CreativePlanning
COM
931142103
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
6
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
SHS
G66721104
3
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
CL A
852234103
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
571903202
6
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
67066G104
15
300
SH
Call
SOLE
0
0
300
CreativePlanning
SHS
M85548101
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
67
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
907818108
8
9200
SH
Put
SOLE
0
0
9200
CreativePlanning
UNIT 02/23/2026
G8354H100
261
25836
SH
SOLE
0
0
25836
CreativePlanning
UNIT 02/24/2026
194170205
112
11040
SH
SOLE
0
0
11040
CreativePlanning
COM
25179M103
1
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
037833100
29
241000
SH
Put
SOLE
0
0
241000
CreativePlanning
COM
037833100
31
15300
SH
Put
SOLE
0
0
15300
CreativePlanning
COM
007903107
12
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
GENOMIC REV ETF
00214Q302
20
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
SHS
G1144A105
14
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
SHS
G1144A105
44
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
CL A
36467W109
1
4000
SH
Put
SOLE
0
0
4000
CreativePlanning
COM
88160R101
30
200
SH
Call
SOLE
0
0
200
CreativePlanning
ADS
98422D105
39
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
COM
037833100
19
20400
SH
Put
SOLE
0
0
20400
CreativePlanning
COM
00507V109
12
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
SPONSORED ADS
01609W102
3
400
SH
Call
SOLE
0
0
400
CreativePlanning
SPONSORED ADS
01609W102
2
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
30303M102
27
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
30303M102
31
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
14427M107
10
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
SHS
L8681T102
9
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
883556102
0
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
91332U101
4
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM NEW
72919P202
35
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
CL A
30303M102
29
300
SH
Call
SOLE
0
0
300
CreativePlanning
COMMON STOCK
449109107
2
600
SH
Call
SOLE
0
0
600
CreativePlanning
CL A
852234103
4
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
37045V100
7
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
023135106
8
100
SH
Put
SOLE
0
0
100
CreativePlanning
COM
031162100
2
700
SH
Put
SOLE
0
0
700
CreativePlanning
COM
87612E106
20
500
SH
Call
SOLE
0
0
500
CreativePlanning
UNIT 02/26/20266
65413D204
113
11100
SH
SOLE
0
0
11100
CreativePlanning
COM
79466L302
1
800
SH
Put
SOLE
0
0
800
CreativePlanning
COM
00751Y106
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
037833100
20
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
023135106
102
700
SH
Call
SOLE
0
0
700
CreativePlanning
COM
023135106
24
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
26
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
8
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
04010L103
2
2500
SH
Put
SOLE
0
0
2500
CreativePlanning
SPONSORED ADS
01609W102
196
7500
SH
Call
SOLE
0
0
7500
CreativePlanning
COM
060505104
0
30000
SH
Put
SOLE
0
0
30000
CreativePlanning
SPONSORED ADS
36165L108
99
12500
SH
Call
SOLE
0
0
12500
CreativePlanning
COM NEW
594960304
73
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
COM NEW
594960304
112
6300
SH
Call
SOLE
0
0
6300
CreativePlanning
COM
828806109
0
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
037833100
3
7600
SH
Put
SOLE
0
0
7600
CreativePlanning
COM
45782B104
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
ETFMG ALTR HRVST
26924G508
9
1900
SH
Call
SOLE
0
0
1900
CreativePlanning
20 YR TR BD ETF
464287432
6
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
517834107
1
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
PURE US CANNABIS
00768Y453
7
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
64110L106
8
200
SH
Call
SOLE
0
0
200
CreativePlanning
TR UNIT
78462F103
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
CL B
878742204
1
20000
SH
Call
SOLE
0
0
20000
CreativePlanning
COM
88160R101
503
2500
SH
Call
SOLE
0
0
2500
CreativePlanning
COM
88160R101
1178
6700
SH
Call
SOLE
0
0
6700
CreativePlanning
COM
88160R101
162
700
SH
Call
SOLE
0
0
700
CreativePlanning
COM
88160R101
62
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
88160R101
80
500
SH
Call
SOLE
0
0
500
CreativePlanning
ENERGY
81369Y506
1
400
SH
Put
SOLE
0
0
400
CreativePlanning
CL A
833445109
1
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM CL A
009066101
54
900
SH
Call
SOLE
0
0
900
CreativePlanning
COM CL A
009066101
44
900
SH
Call
SOLE
0
0
900
CreativePlanning
SPONSORED ADS
01609W102
121
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM CL A
093712107
26
3500
SH
Call
SOLE
0
0
3500
CreativePlanning
COM
256163106
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
CAP STK CL A
02079K305
0
100
SH
Put
SOLE
0
0
100
CreativePlanning
SPON ADR CL A
47215P106
82
7500
SH
Call
SOLE
0
0
7500
CreativePlanning
COM CL 2
88688T100
71
7000
SH
Call
SOLE
0
0
7000
CreativePlanning
COM
88160R101
67
2500
SH
Put
SOLE
0
0
2500
CreativePlanning
SPONSORED ADS
874039100
15
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
S&P 500 ETF SHS
922908363
69
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
DLY FIN BULL NEW
25459Y694
1
600
SH
Put
SOLE
0
0
600
CreativePlanning
CL A
36467W109
32
3000
SH
Put
SOLE
0
0
3000
CreativePlanning
CAP STK CL C
02079K107
2
100
SH
Call
SOLE
0
0
100
CreativePlanning
ORD
G5876H105
3
200
SH
Call
SOLE
0
0
200
CreativePlanning
SPON ADS
62914V106
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
CL A
72352L106
6
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
36
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
023135106
2
100
SH
Put
SOLE
0
0
100
CreativePlanning
COM
29355A107
7
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
67066G104
2
700
SH
Put
SOLE
0
0
700
CreativePlanning
COM NEW
86803X204
125
100000
SH
Put
SOLE
0
0
100000
CreativePlanning
COM
88160R101
246
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
771049103
4312
66520
SH
SOLE
0
0
66520
CreativePlanning
COM
023135106
337
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
023135106
371
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
03765K104
2
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
184499101
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
29355A107
6
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
75737F108
0
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
82509L107
35
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
88160R101
31
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
88160R101
785
25000
SH
Put
SOLE
0
0
25000
CreativePlanning
CL A
22266T109
528
10702
SH
SOLE
0
0
10702
CreativePlanning
SPONSORED ADS
134748102
2
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
29786A106
5
100
SH
Call
SOLE
0
0
100
CreativePlanning
SPON ADR CL A
47215P106
98
15000
SH
Call
SOLE
0
0
15000
CreativePlanning
SPON ADR CL A
47215P106
44
15000
SH
Call
SOLE
0
0
15000
CreativePlanning
COM
00973W102
26
12500
SH
Call
SOLE
0
0
12500
CreativePlanning
COM
00973W102
25
14500
SH
Call
SOLE
0
0
14500
CreativePlanning
SPONSORED ADS
01609W102
122
4000
SH
Call
SOLE
0
0
4000
CreativePlanning
COM
747525103
4
1100
SH
Call
SOLE
0
0
1100
CreativePlanning
COM
007903107
3
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
023135106
15
2500
SH
Put
SOLE
0
0
2500
CreativePlanning
CL A SHS
G3R33A106
25
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
369604103
0
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
SHS
G66721104
0
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
00724F101
464
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
COM
023135106
26
200
SH
Call
SOLE
0
0
200
CreativePlanning
SPONSORED ADS
01609W102
3
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
550021109
27
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM NEW
86803X204
1
600
SH
Put
SOLE
0
0
600
CreativePlanning
COM
30063P105
9
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
09354A100
84
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
CL A
16679L109
95
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
243537107
94
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM CL A
26142R104
80
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
256163106
110
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
550021109
113
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
64110L106
103
500
SH
Call
SOLE
0
0
500
CreativePlanning
COM
682189105
1
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
68389X105
79
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
CL A
72352L106
5
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
69608A108
1
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM NEW
72919P202
65
3000
SH
Call
SOLE
0
0
3000
CreativePlanning
CL A
771049103
9
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
855244109
3
200
SH
Call
SOLE
0
0
200
CreativePlanning
SPONSORD ADS
81141R100
116
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
852234103
97
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
88160R101
94
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM CL A
88339J105
58
200
SH
Call
SOLE
0
0
200
CreativePlanning
CL A
90138F102
167
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL C CAP STK
98954M200
74
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
98936J101
111
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
TR UNIT
78462F103
1
700
SH
Put
SOLE
0
0
700
CreativePlanning
COM
08862E109
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
SPONSORED ADS
36165L108
91
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
574795100
5
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
037833100
2
4400
SH
Put
SOLE
0
0
4400
CreativePlanning
COM
674599105
1
400
SH
Put
SOLE
0
0
400
CreativePlanning
UNIT SER 1
46090E103
35
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
983134107
0
300
SH
Call
SOLE
0
0
300
CreativePlanning
SPONSORED ADS
36165L108
55
7500
SH
Call
SOLE
0
0
7500
CreativePlanning
COM CL A
68839R104
166
16050
SH
SOLE
0
0
16050
CreativePlanning
COM
00724F101
48
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A
36467W109
38
300
SH
Put
SOLE
0
0
300
CreativePlanning
CL A
57636Q104
1
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
594918104
3
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
037833100
1
1500
SH
Put
SOLE
0
0
1500
CreativePlanning
SHS
G1144A105
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
DALY HOM B&S BUL
25490K596
2
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
68389X105
288
100000
SH
Call
SOLE
0
0
100000
CreativePlanning
COM
767292105
5
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
CL A COM
922475108
316
8000
SH
Call
SOLE
0
0
8000
CreativePlanning
CL A
94419L101
2
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
31428X106
1
3300
SH
Put
SOLE
0
0
3300
CreativePlanning
UNIT SER 1
46090E103
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
78486Q101
3
100
SH
Call
SOLE
0
0
100
CreativePlanning
20 YR TR BD ETF
464287432
5
6000
SH
Call
SOLE
0
0
6000
CreativePlanning
20 YR TR BD ETF
464287432
5
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
983134107
26
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
COM
31428X106
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
70450Y103
10
300
SH
Call
SOLE
0
0
300
CreativePlanning
CL A
16679L109
127
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
COM CL A
23130Q107
12
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM NEW
617446448
1
8000
SH
Call
SOLE
0
0
8000
CreativePlanning
CL A NEW
594972408
60
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A NEW
594972408
208
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
OIL SVCS ETF
92189H607
60
5000
SH
Call
SOLE
0
0
5000
CreativePlanning
S&P HOMEBUILD
78464A888
2
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
038222105
39
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
COM
023135106
1
200
SH
Put
SOLE
0
0
200
CreativePlanning
SPON ADR REP A
056752108
35
1300
SH
Call
SOLE
0
0
1300
CreativePlanning
CL A
146869102
0
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM
55616P104
11
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
COM
65339F101
8
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
SPON ADS
62914V106
0
300
SH
Put
SOLE
0
0
300
CreativePlanning
COM
88160R101
27
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM
88160R101
39
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
28
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
88160R101
27
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM CL A
92826C839
3
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
88579Y101
0
100
SH
Call
SOLE
0
0
100
CreativePlanning
COM NEW
50077B207
16
30000
SH
Call
SOLE
0
0
30000
CreativePlanning
SPON ADS
62914V106
0
500
SH
Call
SOLE
0
0
500
CreativePlanning
INNOVATION ETF
00214Q104
7
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
U.S. REAL ES ETF
464287739
3
800
SH
Call
SOLE
0
0
800
CreativePlanning
COM
512807108
1
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
550021109
47
1500
SH
Call
SOLE
0
0
1500
CreativePlanning
COM
55955D100
0
500
SH
Put
SOLE
0
0
500
CreativePlanning
CL A NEW
594972408
20
300
SH
Call
SOLE
0
0
300
CreativePlanning
COM
654110105
0
600
SH
Put
SOLE
0
0
600
CreativePlanning
COM
70450Y103
2
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
88160R101
411
2000
SH
Call
SOLE
0
0
2000
CreativePlanning
SPONSORED ADS
874039100
1
300
SH
Call
SOLE
0
0
300
CreativePlanning
SOLAR ETF
46138G706
10
500
SH
Call
SOLE
0
0
500
CreativePlanning
CL A
36467W109
0
100
SH
Call
SOLE
0
0
100
CreativePlanning
US GLB JETS
26922A842
0
900
SH
Put
SOLE
0
0
900
CreativePlanning
COM
55616P104
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
SHS
Y62132108
0
100
SH
Put
SOLE
0
0
100
CreativePlanning
CL C CAP STK
98954M200
1
500
SH
Put
SOLE
0
0
500
CreativePlanning
COM
907818108
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
09228F103
0
200
SH
Call
SOLE
0
0
200
CreativePlanning
COM
22160K105
1
100
SH
Call
SOLE
0
0
100
CreativePlanning
ORD
G6964L107
3585
265590
SH
SOLE
0
0
265590
CreativePlanning
CL A COM
23804L103
0
100
SH
Put
SOLE
0
0
100
CreativePlanning
INNOVATION ETF
00214Q104
207
10000
SH
Call
SOLE
0
0
10000
CreativePlanning
CAP STK CL A
02079K305
1
200
SH
Put
SOLE
0
0
200
CreativePlanning
COM
49456B101
0
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
81762P102
42
400
SH
Call
SOLE
0
0
400
CreativePlanning
COM
707569109
6
1000
SH
Call
SOLE
0
0
1000
CreativePlanning
COM
828806109
0
1000
SH
Put
SOLE
0
0
1000
CreativePlanning
COM
037833100
10
1000
SH
Put
SOLE
0
0
1000