PP

PDS Planning, Inc

13F
PDS Planning, Inc
Last update 2024-10-30 443 Stocks (51 new)
Value $1.12 Bil Turnover 15 %
Countries:
Top Holdings: VEA(7.44%)IVV(7.07%)AGG(5.85%)VO(4.72%)VIG(4.63%)
Portfolio Report
Summary Stock Picks Current Portfolio
PDS Planning, Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA 		Vanguard FTSE Developed Markets ETF
1,571,627
82997.640
+5.01%
7.440
+0.35%
0.060
+0.58%
+5.34%
137327.215
 
IVV 		iShares Core S&P 500 ETF
136,796
78906.770
+26.64%
7.070
+1.49%
0.010
+6.95%
+21.99%
547129.359
 
AGG 		iShares Core U.S. Aggregate Bond ETF
644,270
65245.190
+13.96%
5.850
+0.72%
0.050
-0.14%
-0.82%
117700.282
 
VO 		Vanguard Mid-Cap ETF
199,411
52610.690
+426.00%
4.720
+3.82%
0.080
+6.26%
+14.27%
66577.821
 
VIG 		Vanguard Dividend Appreciation FTF
260,820
51657.940
+2.01%
4.630
+0.09%
0.060
+4.64%
+15.60%
82137.527
 
AVUV 		Avantis U.S. Small Cap Value ETF
509,432
48880.010
New Holding
4.380
+4.38%
0.360
-3.19%
+6.69%
13576.277
 
VWO 		Vanguard FTSE Emerging Markets ETF
947,416
45333.870
-12.74%
4.060
-0.61%
0.060
+7.41%
+13.55%
77849.532
 
BNDX 		Vanguard Total International Bond ETF
802,424
40345.880
+9.81%
3.620
+0.32%
0.070
+0.73%
+0.85%
58025.190
 
REET 		iShares Global REIT ETF
1,283,394
34253.790
+8.87%
3.070
+0.25%
0.850
+5.40%
+7.40%
3919.304
 
IGSB 		iShares 1-3 Year Credit Bond ETF
624,544
32888.470
+9.47%
2.950
+0.26%
0.160
+0.50%
+1.42%
20890.443
 

PDS Planning, Inc's Historical Top Holdings Breakdowns

PDS Planning, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBR 		Vanguard Small Cap Value ETF2024-09-30Reduce
-5.06%
●
179.99 ($192.23) 201.6
$201.42
4.78%
Reduce -74.06%
96,244
-274,830
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30New Buy
+4.38%
●
88.24 ($93.47) 99.7
$95.81
2.50%
New holding
509,432
509,432
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+3.82%
●
237.84 ($251.14) 263.83
$265.83
5.85%
Add 426%
199,411
161,500
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Reduce
-3.74%
●
57.32 ($60.3) 62.65
$62.72
4.01%
Reduce -73.7%
225,981
-633,165
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+1.49%
●
520.18 ($556.01) 576.82
$582.67
4.79%
Add 26.64%
136,796
28,774
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.72%
●
96.25 ($99.77) 101.98
$98.44
-1.33%
Add 13.96%
644,270
78,940
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Reduce
-0.61%
●
41.9 ($44.52) 48.26
$46.67
4.83%
Reduce -12.74%
947,416
-138,373
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.35%
●
47.6 ($50.85) 53.31
$50.46
-0.77%
Add 5.01%
1,571,627
74,956
BNDX 		Vanguard Total International Bond ETF2024-09-30Add
+0.32%
●
48.42 ($49.65) 50.35
$49.79
0.28%
Add 9.81%
802,424
71,681
IGSB 		iShares 1-3 Year Credit Bond ETF2024-09-30Add
+0.26%
●
51.02 ($52.04) 52.73
$52.01
-0.06%
Add 9.47%
624,544
54,017

PDS Planning, Inc Total Holding History ($B)

To

PDS Planning, Inc's Asset Allocation

To

PDS Planning, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PDS Planning, Inc's Hypothetical Growth since 2024-09-30

PDS Planning, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

PDS Planning, Inc's Holdings Heat Map

Size field:

PDS Planning, Inc's Holdings Bubble Chart

PDS Planning, Inc News

  • 1

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