PDS Planning, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PP PDS Planning, Inc | Institutional Filer | ▲ 13.96% | $1.73B | 609 |
Current Portfolio Holdings
Showing all 609 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.8M | $126.8M | 7.34% |
| 2 | IVV | ISHARES TR | — | 157K | $117.9M | 6.82% |
| 3 | AGG | ISHARES TR | — | 880K | $87.1M | 5.04% |
| 4 | VO | VANGUARD INDEX FDS | — | 962K | $77.5M | 4.49% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 615K | $76.7M | 4.44% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | — | 293K | $69.4M | 4.02% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1.1M | $63.8M | 3.69% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | — | 1.0M | $50.1M | 2.90% |
| 9 | REET | ISHARES TR | — | 1.6M | $45.4M | 2.63% |
| 10 | IGSB | ISHARES TR | — | 802K | $42.0M | 2.43% |
| 11 | AAPL | Apple Inc. | Technology | 136K | $39.4M | 2.28% |
| 12 | NVDA | NVIDIA Corporation | Technology | 180K | $36.1M | 2.09% |
| 13 | BSV | VANGUARD BD INDEX FDS | — | 451K | $35.1M | 2.03% |
| 14 | ABBV | AbbVie Inc. | Healthcare | 109K | $27.4M | 1.58% |
| 15 | VBR | VANGUARD INDEX FDS | — | 98K | $23.8M | 1.38% |
Showing 1 to 15 of 609 holdings