| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
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.