Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED INTL FD | 27 | Q2 2024 | 12.7% |
VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 7.8% |
VANGUARD INDEX FDS | 27 | Q2 2024 | 7.3% |
VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 5.5% |
ISHARES TR | 27 | Q2 2024 | 6.0% |
ABBVIE INC | 27 | Q2 2024 | 8.6% |
ABBOTT LABS | 27 | Q2 2024 | 6.3% |
ISHARES TR | 27 | Q2 2024 | 3.6% |
APPLE INC | 27 | Q2 2024 | 3.9% |
ISHARES TR | 27 | Q2 2024 | 5.5% |
View PDS Planning, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-08 |
13F-HR | 2024-05-01 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-27 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-15 |
View PDS Planning, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.