$303 Million is the total value of PDS Planning, Inc's 162 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $25,826,000 | +27.8% | 547,039 | +10.7% | 8.86% | +7.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $20,997,000 | +17.0% | 148,735 | +6.7% | 7.21% | -1.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $17,628,000 | +45.1% | 123,960 | +12.9% | 6.05% | +22.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $12,677,000 | +21.1% | 107,256 | +21.0% | 4.35% | +2.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,851,000 | +30.8% | 31,569 | +17.1% | 4.07% | +10.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,753,000 | +32.8% | 234,553 | +14.6% | 4.03% | +11.9% |
| ABT | Sell | ABBOTT LABS | $9,960,000 | -1.1% | 90,964 | -1.7% | 3.42% | -16.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $9,549,000 | +17.9% | 163,092 | +17.1% | 3.28% | -0.6% |
| ABBV | Buy | ABBVIE INC | $8,810,000 | +23.2% | 82,220 | +0.7% | 3.02% | +3.8% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $7,108,000 | +29.0% | 85,748 | +29.2% | 2.44% | +8.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,544,000 | +18.3% | 94,724 | +3.2% | 2.25% | -0.3% |
| IGSB | Buy | ISHARES TR | $6,385,000 | +19.3% | 115,732 | +18.8% | 2.19% | +0.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $5,924,000 | +0.9% | 35,181 | -0.1% | 2.03% | -15.0% |
| AAPL | Buy | APPLE INC | $5,716,000 | +40.1% | 43,079 | +22.3% | 1.96% | +18.1% |
| REET | Buy | ISHARES TRglobal reit etf | $5,019,000 | +36.9% | 209,755 | +20.3% | 1.72% | +15.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,700,000 | +20.6% | 22,729 | +2.8% | 1.61% | +1.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,133,000 | +15.1% | 21,237 | +0.7% | 1.42% | -2.9% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $4,035,000 | +18.6% | 33,119 | +2.5% | 1.38% | 0.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,999,000 | +25.0% | 64,457 | +6.4% | 1.37% | +5.4% |
| NIO | Sell | NIO INCspon ads | $3,919,000 | +107.4% | 80,412 | -9.7% | 1.34% | +74.7% |
| GAL | Sell | SSGA ACTIVE ETF TRglobl allo etf | $3,874,000 | +8.3% | 90,646 | -1.4% | 1.33% | -8.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,871,000 | +25.7% | 19,882 | -0.7% | 1.33% | +6.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $3,840,000 | +18.6% | 47,181 | +4.9% | 1.32% | -0.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,814,000 | +47.1% | 16,451 | +35.1% | 1.31% | +24.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $3,794,000 | +0.0% | 35,090 | +0.0% | 1.30% | -15.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,791,000 | +16.9% | 64,966 | +1.0% | 1.30% | -1.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,473,000 | +42.6% | 27,330 | +8.0% | 1.19% | +20.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,265,000 | +2.6% | 23,468 | +2.5% | 1.12% | -13.4% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $3,113,000 | +18.6% | 168,095 | +17.8% | 1.07% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,077,000 | +9.1% | 36,232 | +1.4% | 1.06% | -8.0% |
| KO | Buy | COCA COLA CO | $3,008,000 | +12.3% | 54,843 | +1.1% | 1.03% | -5.4% |
| AMZN | Buy | AMAZON COM INC | $2,879,000 | +10.3% | 884 | +6.6% | 0.99% | -7.1% |
| MSFT | Buy | MICROSOFT CORP | $2,872,000 | +10.5% | 12,913 | +4.5% | 0.99% | -6.9% |
| MUB | Buy | ISHARES TRnational mun etf | $2,870,000 | +3.6% | 24,492 | +2.5% | 0.98% | -12.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,522,000 | +15.8% | 23,811 | +1.1% | 0.87% | -2.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,049,000 | +15.6% | 22,132 | +0.6% | 0.70% | -2.6% |
| CINF | Sell | CINCINNATI FINL CORP | $1,662,000 | +7.5% | 19,022 | -4.1% | 0.57% | -9.5% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,626,000 | -2.1% | 31,496 | -2.3% | 0.56% | -17.5% |
| DE | Buy | DEERE & CO | $1,503,000 | +22.1% | 5,585 | +0.6% | 0.52% | +3.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,158,000 | +7.8% | 7,360 | +2.1% | 0.40% | -9.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,117,000 | +32.3% | 2,989 | +18.6% | 0.38% | +11.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,017,000 | +27.6% | 7,716 | -3.8% | 0.35% | +7.4% |
| GLD | Sell | SPDR GOLD TR | $1,000,000 | -0.2% | 5,604 | -1.0% | 0.34% | -15.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $938,000 | +15.2% | 2,675 | +2.5% | 0.32% | -2.7% |
| DIS | Buy | DISNEY WALT CO | $833,000 | +71.0% | 4,600 | +17.1% | 0.29% | +44.4% |
| VOO | Buy | VANGUARD INDEX FDS | $828,000 | +40.3% | 2,409 | +25.6% | 0.28% | +18.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $823,000 | +27.6% | 470 | +7.1% | 0.28% | +7.2% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $806,000 | +1.4% | 8,316 | -3.9% | 0.28% | -14.5% |
| FB | Buy | FACEBOOK INCcl a | $765,000 | +17.2% | 2,801 | +12.3% | 0.26% | -1.1% |
| NEE | Buy | NEXTERA ENERGY INC | $755,000 | +4.0% | 9,789 | +274.5% | 0.26% | -12.5% |
| HD | Buy | HOME DEPOT INC | $741,000 | +0.4% | 2,790 | +5.0% | 0.25% | -15.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $741,000 | +39.5% | 423 | +16.9% | 0.25% | +17.6% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $734,000 | -28.0% | 10,003 | -33.1% | 0.25% | -39.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $720,000 | -10.7% | 3,092 | +12.8% | 0.25% | -24.7% |
| LB | Buy | L BRANDS INC | $702,000 | +37.4% | 18,877 | +17.6% | 0.24% | +15.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $677,000 | +37.6% | 6,205 | +2.3% | 0.23% | +16.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $668,000 | +2.3% | 8,018 | +0.4% | 0.23% | -13.9% |
| USMV | Sell | ISHARES TRmsci usa min vol | $668,000 | +6.2% | 9,839 | -0.3% | 0.23% | -10.5% |
| ETN | Sell | EATON CORP PLC | $663,000 | +16.1% | 5,520 | -1.4% | 0.23% | -2.1% |
| WOR | Sell | WORTHINGTON INDS INC | $663,000 | +17.3% | 12,915 | -6.8% | 0.23% | -0.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $641,000 | +2.4% | 6,599 | +1.0% | 0.22% | -13.7% |
| PFE | Buy | PFIZER INC | $610,000 | +11.5% | 16,566 | +11.2% | 0.21% | -6.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $592,000 | +1.9% | 10,725 | +0.6% | 0.20% | -14.3% |
| V | Buy | VISA INC | $581,000 | +18.3% | 2,657 | +8.3% | 0.20% | -0.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $574,000 | +2.5% | 9,767 | +3.7% | 0.20% | -13.6% |
| PEP | Buy | PEPSICO INC | $574,000 | +10.6% | 3,873 | +3.4% | 0.20% | -6.6% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $564,000 | +11.2% | 12,690 | -1.1% | 0.19% | -5.8% |
| TSLA | Buy | TESLA INC | $558,000 | +122.3% | 791 | +35.0% | 0.19% | +88.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $502,000 | +29.7% | 9,572 | +14.5% | 0.17% | +8.9% |
| GEF | Sell | GREIF INCcl a | $495,000 | +27.2% | 10,563 | -1.7% | 0.17% | +7.6% |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $486,000 | – | 11,440 | +100.0% | 0.17% | – |
| XOM | Sell | EXXON MOBIL CORP | $485,000 | +5.0% | 11,769 | -12.5% | 0.17% | -11.7% |
| ORCL | Buy | ORACLE CORP | $484,000 | +15.2% | 7,483 | +6.3% | 0.17% | -2.9% |
| CSCO | Sell | CISCO SYS INC | $449,000 | +6.9% | 10,036 | -5.9% | 0.15% | -9.9% |
| IAU | ISHARES GOLD TRUSTishares | $439,000 | +0.7% | 24,239 | 0.0% | 0.15% | -15.2% | |
| MRK | Buy | MERCK & CO. INC | $436,000 | +4.6% | 5,328 | +6.1% | 0.15% | -11.8% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $436,000 | +10.1% | 871 | +7.9% | 0.15% | -6.8% |
| MMM | Buy | 3M CO | $430,000 | +12.9% | 2,460 | +3.4% | 0.15% | -4.5% |
| NVDA | Buy | NVIDIA CORPORATION | $429,000 | +8.6% | 821 | +12.6% | 0.15% | -8.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $414,000 | +38.5% | 1,767 | +16.3% | 0.14% | +16.4% |
| T | Sell | AT&T INC | $408,000 | -1.4% | 14,181 | -2.3% | 0.14% | -17.2% |
| LOW | Buy | LOWES COS INC | $408,000 | +1.7% | 2,540 | +5.0% | 0.14% | -14.1% |
| SBUX | Buy | STARBUCKS CORP | $389,000 | +70.6% | 3,640 | +37.1% | 0.13% | +44.1% |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $387,000 | -34.4% | 10,303 | -42.4% | 0.13% | -44.6% |
| MEDP | MEDPACE HLDGS INC | $384,000 | +24.7% | 2,758 | 0.0% | 0.13% | +5.6% | |
| DHR | New | DANAHER CORPORATION | $377,000 | – | 1,695 | +100.0% | 0.13% | – |
| CVX | Sell | CHEVRON CORP NEW | $376,000 | +16.4% | 4,447 | -1.0% | 0.13% | -2.3% |
| INTC | Buy | INTEL CORP | $371,000 | -3.9% | 7,457 | +0.1% | 0.13% | -19.1% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $371,000 | +35.9% | 29,383 | -1.4% | 0.13% | +14.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $366,000 | +14.0% | 1,034 | +0.5% | 0.13% | -3.8% |
| USB | Sell | US BANCORP DEL | $367,000 | +26.1% | 7,877 | -2.9% | 0.13% | +5.9% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $360,000 | +10.4% | 4,933 | -3.9% | 0.12% | -6.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $359,000 | +9.1% | 1,005 | +3.3% | 0.12% | -8.2% |
| PYZ | Buy | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $345,000 | +28.7% | 4,823 | +0.0% | 0.12% | +8.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $343,000 | +6.5% | 467 | +1.1% | 0.12% | -9.9% |
| MCD | Buy | MCDONALDS CORP | $339,000 | +17.3% | 1,580 | +19.9% | 0.12% | -1.7% |
| LLY | Buy | LILLY ELI & CO | $337,000 | +20.8% | 1,997 | +5.8% | 0.12% | +1.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $323,000 | +13.3% | 1,030 | +0.4% | 0.11% | -4.3% |
| WMT | Buy | WALMART INC | $321,000 | +50.0% | 2,227 | +45.3% | 0.11% | +26.4% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $317,000 | -1.6% | 12,100 | -1.8% | 0.11% | -16.8% |
| BAC | Buy | BK OF AMERICA CORP | $317,000 | +36.6% | 10,459 | +8.6% | 0.11% | +16.0% |
| BA | New | BOEING CO | $313,000 | – | 1,461 | +100.0% | 0.11% | – |
| COP | Sell | CONOCOPHILLIPS | $311,000 | +7.2% | 7,783 | -12.0% | 0.11% | -9.3% |
| PSX | Sell | PHILLIPS 66 | $309,000 | +27.7% | 4,425 | -5.3% | 0.11% | +7.1% |
| WEN | Buy | WENDYS CO | $309,000 | +40.5% | 14,099 | +43.2% | 0.11% | +17.8% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $307,000 | -18.6% | 5,032 | -26.4% | 0.10% | -31.8% |
| TM | New | TOYOTA MOTOR CORP | $301,000 | – | 1,947 | +100.0% | 0.10% | – |
| TXN | Sell | TEXAS INSTRS INC | $301,000 | +1.0% | 1,831 | -12.3% | 0.10% | -14.9% |
| UNP | Buy | UNION PAC CORP | $300,000 | +14.5% | 1,441 | +8.1% | 0.10% | -3.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $301,000 | -10.7% | 3,287 | -21.1% | 0.10% | -24.8% |
| MO | Buy | ALTRIA GROUP INC | $293,000 | +18.6% | 7,136 | +11.8% | 0.10% | 0.0% |
| NI | Sell | NISOURCE INC | $285,000 | +3.6% | 12,436 | -0.4% | 0.10% | -12.5% |
| QCOM | Buy | QUALCOMM INC | $284,000 | +34.6% | 1,867 | +3.9% | 0.10% | +12.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $281,000 | +16.1% | 746 | +9.4% | 0.10% | -3.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $281,000 | +20.6% | 4,244 | -8.9% | 0.10% | +1.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $278,000 | -3.8% | 2,212 | -7.0% | 0.10% | -19.5% |
| CAH | New | CARDINAL HEALTH INC | $278,000 | – | 5,197 | +100.0% | 0.10% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $265,000 | -3.6% | 746 | +3.9% | 0.09% | -18.8% |
| CRM | Buy | SALESFORCE COM INC | $263,000 | +0.4% | 1,180 | +13.2% | 0.09% | -15.9% |
| DOCU | Buy | DOCUSIGN INC | $263,000 | +5.2% | 1,185 | +2.0% | 0.09% | -11.8% |
| EMR | Sell | EMERSON ELEC CO | $256,000 | +18.5% | 3,180 | -3.5% | 0.09% | 0.0% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $256,000 | +26.1% | 1,145 | +15.2% | 0.09% | +6.0% |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $254,000 | – | 8,668 | +100.0% | 0.09% | – |
| IWD | Sell | ISHARES TRrus 1000 val etf | $247,000 | -7.5% | 1,808 | -20.1% | 0.08% | -22.0% |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $246,000 | – | 6,100 | +100.0% | 0.08% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $239,000 | +9.6% | 2,729 | +0.6% | 0.08% | -7.9% |
| D | Buy | DOMINION ENERGY INC | $237,000 | 0.0% | 3,151 | +5.0% | 0.08% | -16.5% |
| CVS | New | CVS HEALTH CORP | $234,000 | – | 3,432 | +100.0% | 0.08% | – |
| IYR | ISHARES TRu.s. real es etf | $233,000 | +7.4% | 2,715 | 0.0% | 0.08% | -9.1% | |
| UL | New | UNILEVER PLCspon adr new | $230,000 | – | 3,814 | +100.0% | 0.08% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $230,000 | – | 1,500 | +100.0% | 0.08% | – |
| KMB | Buy | KIMBERLY-CLARK CORP | $230,000 | -5.3% | 1,709 | +3.7% | 0.08% | -20.2% |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $227,000 | – | 2,494 | +100.0% | 0.08% | – |
| NVS | Sell | NOVARTIS AGsponsored adr | $228,000 | +4.6% | 2,416 | -3.4% | 0.08% | -12.4% |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $224,000 | – | 3,611 | +100.0% | 0.08% | – |
| ASML | New | ASML HOLDING N V | $224,000 | – | 459 | +100.0% | 0.08% | – |
| BYLD | Sell | ISHARES TRyld optim bd | $220,000 | -3.5% | 8,500 | -4.1% | 0.08% | -18.3% |
| ESGU | New | ISHARES TResg awr msci usa | $216,000 | – | 2,507 | +100.0% | 0.07% | – |
| CI | New | CIGNA CORP NEW | $216,000 | – | 1,036 | +100.0% | 0.07% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $212,000 | – | 4,091 | +100.0% | 0.07% | – |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $212,000 | -0.9% | 4,243 | +8.7% | 0.07% | -16.1% |
| IWP | New | ISHARES TRrus md cp gr etf | $213,000 | – | 2,076 | +100.0% | 0.07% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $210,000 | – | 2,320 | +100.0% | 0.07% | – |
| UMC | Sell | UNITED MICROELECTRONICS CORPspon adr new | $208,000 | +60.0% | 24,682 | -8.9% | 0.07% | +34.0% |
| MDT | New | MEDTRONIC PLC | $205,000 | – | 1,752 | +100.0% | 0.07% | – |
| PLD | New | PROLOGIS INC. | $201,000 | – | 2,013 | +100.0% | 0.07% | – |
| ANTM | New | ANTHEM INC | $202,000 | – | 628 | +100.0% | 0.07% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $188,000 | +16.8% | 2,936 | +0.9% | 0.06% | -1.5% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $186,000 | – | 1,053 | +100.0% | 0.06% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $165,000 | +17.9% | 3,196 | +0.3% | 0.06% | 0.0% |
| IWM | New | ISHARES TRrussell 2000 etf | $151,000 | – | 770 | +100.0% | 0.05% | – |
| GE | Buy | GENERAL ELECTRIC CO | $118,000 | +103.4% | 10,911 | +17.4% | 0.04% | +70.8% |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $111,000 | +19.4% | 17,999 | +7.9% | 0.04% | 0.0% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $103,000 | +12.0% | 5,433 | +11.3% | 0.04% | -5.4% |
| WIT | Buy | WIPRO LTDspon adr 1 sh | $91,000 | +40.0% | 16,173 | +16.7% | 0.03% | +19.2% |
| LPL | Sell | LG DISPLAY CO LTDspons adr rep | $86,000 | +8.9% | 10,136 | -15.9% | 0.03% | -6.2% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $80,000 | – | 896 | +100.0% | 0.03% | – |
| ABEV | Buy | AMBEV SAsponsored adr | $70,000 | +34.6% | 23,004 | +0.1% | 0.02% | +14.3% |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $59,000 | – | 10,023 | +100.0% | 0.02% | – |
| UGP | Sell | ULTRAPAR PARTICIPACOES SA | $50,000 | +28.2% | 10,953 | -4.4% | 0.02% | +6.2% |
| MFG | Buy | MIZUHO FINANCIAL GROUP INC.sponsored adr | $50,000 | +6.4% | 19,587 | +6.1% | 0.02% | -10.5% |
| TGT | Exit | TARGET CORP | $0 | – | -1,426 | -100.0% | -0.09% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -563 | -100.0% | -0.12% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -43,554 | -100.0% | -3.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 12.7% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 5.5% |
| ISHARES TR | 24 | Q3 2023 | 5.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 7.3% |
| ABBVIE INC | 24 | Q3 2023 | 8.6% |
| ABBOTT LABS | 24 | Q3 2023 | 6.3% |
| ISHARES TR | 24 | Q3 2023 | 3.6% |
| ISHARES TR | 24 | Q3 2023 | 5.5% |
| COCA COLA CO | 24 | Q3 2023 | 5.6% |
View PDS Planning, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-10-22 |
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.