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PDS Planning, Inc13F | |
| PDS Planning, Inc | |
| Last update 2025-04-24 | 476 Stocks (47 new) |
| Value $1.19 Bil | Turnover 6 % |
PDS Planning, Inc Top Holdings of 2025-03-31
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| 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 | 1,691,484 | 85,978.1 | +3.44% | 7.250 | +0.24% | 0.060 | +24.83% | +20.35% | 150,831.3 | ||
IVV | iShares Core S&P 500 ETF | 142,796 | 80,237.0 | +2.14% | 6.760 | +0.14% | 0.010 | +23.79% | +6.82% | 620,530.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 700,903 | 69,333.3 | +1.98% | 5.840 | +0.11% | 0.060 | +0.95% | +3.29% | 127,860.5 | ||
VO | Vanguard Mid-Cap ETF | 207,575 | 53,682.9 | +2.45% | 4.530 | +0.11% | 0.070 | +22.06% | +7.86% | 75,873.2 | ||
VIG | Vanguard Dividend Appreciation FTF | 267,756 | 51,941.9 | +1.81% | 4.380 | +0.08% | 0.050 | +18.32% | +6.65% | 87,589.3 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 1,010,219 | 45,722.5 | +2.90% | 3.850 | +0.11% | 0.050 | +23.11% | +13.13% | 82,356.2 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 519,823 | 45,313.0 | -0.85% | 3.820 | -0.04% | 0.310 | +22.69% | -1.70% | 16,593.7 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 841,657 | 41,089.7 | -3.62% | 3.460 | -0.14% | 0.060 | +1.51% | +1.75% | 64,903.3 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 676,708 | 35,439.2 | +2.10% | 2.990 | +0.06% | 0.170 | +2.16% | +3.70% | 21,495.2 | ||
REET | iShares Global REIT ETF | 1,359,525 | 32,982.1 | +2.95% | 2.780 | +0.08% | 0.860 | +13.98% | +4.86% | 4,184.1 |
PDS Planning, Inc's Historical Top Holdings Breakdowns
PDS Planning, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +1.21% | 663000 ($729331) 801950 | $719,874.92 | -1.30% | New holding | 18 | 18 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.24% | 47.4 ($50.6) 52.99 | $56.84 | 12.32% | Add 3.44% | 1,691,484 | 56,290 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-03-31 | Add Add | +0.20% | 49.42 ($49.98) 50.43 | $51.01 | 2.05% | Add 31.07% | 196,969 | 46,688 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Add Add | +0.20% | 182.99 ($197.54) 207.75 | $200.14 | 1.32% | Add 14.08% | 105,425 | 13,009 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.18% | 442.66 ($486.15) 534.52 | $480.05 | -1.25% | Add 18.64% | 25,496 | 4,006 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.14% | 554.06 ($590.51) 615.85 | $625.01 | 5.84% | Add 2.14% | 142,796 | 2,997 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Reduce Reduce | -0.14% | 48.33 ($48.9) 49.5 | $49.28 | 0.79% | Reduce -3.62% | 841,657 | -31,582 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.14% | 253.32 ($270.87) 282.66 | $287.09 | 5.99% | Add 51.2% | 18,972 | 6,424 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.13% | 209.68 ($231.67) 247.1 | $211.81 | -8.57% | Add 6.96% | 107,651 | 7,004 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.12% | 375.39 ($407.71) 447.2 | $498.17 | 22.19% | Add 9.31% | 45,630 | 3,888 |
PDS Planning, Inc Total Holding History ($B)
PDS Planning, Inc's Asset Allocation
PDS Planning, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PDS Planning, Inc's Hypothetical Growth since 2025-03-31
PDS Planning, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PDS Planning, Inc's Holdings Heat Map
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PDS Planning, Inc's Holdings Bubble Chart
PDS Planning, Inc News
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