HoldingsChannel.com
PDS Planning Inc Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 429,870 +20,996 $18,940
     VEA429,870+20,996$18,940
VANGUARD GROUP (VIG) 77,757 +494 $9,693
     VIG77,757+494$9,693
ABBOTT LABS 97,314 -3,779 $8,453
     ABT97,314-3,779$8,453
ISHARES TR (IWN) 57,011 +2,940 $7,331
     IWN57,011+2,940$7,331
ABBVIE INC 81,132 -369 $7,183
     ABBV81,132-369$7,183
ISHARES TR (IJH) 34,734 +2,083 $7,149
     IJH34,734+2,083$7,149
VANGUARD INTL EQUITY INDEX F (VWO) 151,157 +11,863 $6,722
     VWO151,157+11,863$6,722
SPDR INDEX SHS FDS (RWO) 97,282 +5,425 $5,012
     RWO97,282+5,425$5,012
ISHARES TR (IGSB) 89,112 +7,360 $4,779
     IGSB89,112+7,360$4,779
ISHARES TR (IVV) 14,708 +524 $4,754
     IVV14,708+524$4,754
UNITED PARCEL SERVICE INC 34,516 -21 $4,040
     UPS34,516-21$4,040
SSGA ACTIVE ETF TR (GAL) 90,060 +9,653 $3,607
     GAL90,060+9,653$3,607
VANGUARD INTL EQUITY INDEX F (VEU) 63,440 +5,015 $3,410
     VEU63,440+5,015$3,410
ISHARES TR (ISTB) 63,713 +7,511 $3,211
     ISTB63,713+7,511$3,211
VANGUARD WHITEHALL FDS INC (VYM) 32,446 +1,995 $3,041
     VYM32,446+1,995$3,041
COCA COLA CO 54,566 +226 $3,020
     KO54,566+226$3,020
VANGUARD INDEX FDS (VTI) 18,327 +666 $2,999
     VTI18,327+666$2,999
SPDR SERIES TRUST (SDY) 27,394 -24 $2,947
     SDY27,394-24$2,947
ISHARES TR (SUB) 26,657 +912 $2,846
     SUB26,657+912$2,846
PROCTER & GAMBLE CO 20,555 -164 $2,567
     PG20,555-164$2,567
CINCINNATI FINL CORP 19,161 -2,936 $2,015
     CINF19,161-2,936$2,015
APPLE INC 6,435 +160 $1,890
     AAPL6,435+160$1,890
ISHARES TR (MUB) 16,282 -366 $1,855
     MUB16,282-366$1,855
SPDR SERIES TRUST (SLYV) 26,337 +1,019 $1,731
     SLYV26,337+1,019$1,731
BERKSHIRE HATHAWAY INC DEL      $1,725
     BRK.B7,618-366$1,725
VANGUARD INTL EQUITY INDEX F (VSS) 15,156 +218 $1,684
     VSS15,156+218$1,684
JPMORGAN CHASE & CO 11,114 -55 $1,549
     JPM11,114-55$1,549
ISHARES TR (EFAV) 18,392 +141 $1,371
     EFAV18,392+141$1,371
MICROSOFT CORP 7,669 +104 $1,209
     MSFT7,669+104$1,209
AMAZON COM INC 578 +51 $1,068
     AMZN578+51$1,068
SPDR S&P 500 ETF TR (SPY) 3,280 +38 $1,056
     SPY3,280+38$1,056
VANGUARD INTL EQUITY INDEX F (VT) 12,213 +370 $989
     VT12,213+370$989
INVESCO EXCHNG TRADED FD TR (SPHD) 21,355 -28 $940
     SPHD21,355-28$940
VANGUARD INDEX FDS (VO) 5,197 +1,447 $926
     VO5,197+1,447$926
DEERE & CO 5,116 +10 $886
     DE5,116+10$886
ISHARES TR (AGG) 7,857 -28 $883
     AGG7,857-28$883
VANGUARD CHARLOTTE FDS (BNDX) 15,442 +8,302 $874
     BNDX15,442+8,302$874
EXXON MOBIL CORP 12,516 -191 $873
     XOM12,516-191$873
ISHARES INC (ACWV) 8,410 -503 $806
     ACWV8,410-503$806
AMERICAN ELEC PWR CO INC 8,518 -346 $805
     AEP8,518-346$805
JOHNSON & JOHNSON 5,248 +8 $766
     JNJ5,248+8$766
ISHARES INC (EEMV) 12,654 +723 $742
     EEMV12,654+723$742
SPDR GOLD TRUST (GLD) 5,051 -11 $722
     GLD5,051-11$722
NEXTERA ENERGY INC 2,891 -285 $700
     NEE2,891-285$700
ISHARES TR (EFV) 12,888 UNCH $643
     EFV12,888UNCH$643
DISNEY WALT CO 4,188 +271 $606
     DIS4,188+271$606
CONOCOPHILLIPS 8,172 +2,075 $531
     COP8,172+2,075$531
PFIZER INC 13,410 +1,127 $525
     PFE13,410+1,127$525
CHEVRON CORP NEW 4,329 -56 $522
     CVX4,329-56$522
ISHARES TR (EEM) 11,195 -148 $502
     EEM11,195-148$502

See Full List: All Stocks Held By PDS Planning Inc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By PDS Planning Inc

Size ($ in 1000's)
At 12/31/2019: $158,472
At 09/30/2019: $144,081

PDS Planning Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PDS Planning Inc 13F filings. Link to 13F filings: SEC filings

PDS Planning Inc Top Holdings 13F Filings | www.HoldingsChannel.com

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