HoldingsChannel.com
PDS Planning Inc Top Holdings
As of  09/30/2022, below is a summary of the PDS Planning Inc top holdings by largest position size, as per the latest 13f filing made by PDS Planning Inc. In the PDS Planning Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by PDS Planning Inc in that top holding, then the share count change between reporting periods, and finally the PDS Planning Inc top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VBR) 278,185 +25,225 $39,892
     VBR278,185+25,225$39,892
VANGUARD TAX MANAGED FDS (VEA) 1,095,571 +104,696 $39,835
     VEA1,095,571+104,696$39,835
ISHARES TR (AGG) 377,766 +48,420 $36,394
     AGG377,766+48,420$36,394
ISHARES TR (IVV) 86,109 +8,678 $30,883
     IVV86,109+8,678$30,883
VANGUARD INTL EQUITY INDEX F (VWO) 826,961 +211,288 $30,176
     VWO826,961+211,288$30,176
VANGUARD SPECIALIZED FUNDS (VIG) 208,151 +7,768 $28,134
     VIG208,151+7,768$28,134
ISHARES TR (IJH) 126,756 +14,982 $27,793
     IJH126,756+14,982$27,793
VANGUARD CHARLOTTE FDS (BNDX) 536,028 +101,274 $25,585
     BNDX536,028+101,274$25,585
ISHARES TR (IGSB) 369,146 +26,217 $18,192
     IGSB369,146+26,217$18,192
APPLE INC 127,276 -379 $17,590
     AAPL127,276-379$17,590
VANGUARD BD INDEX FDS (BSV) 226,475 +24,633 $16,945
     BSV226,475+24,633$16,945
ABBVIE INC 122,910 -563 $16,496
     ABBV122,910-563$16,496
ISHARES TR (REET) 691,404 +101,114 $14,706
     REET691,404+101,114$14,706
ABBOTT LABS 127,573 +10 $12,344
     ABT127,573+10$12,344
VANGUARD MUN BD FDS (VTEB) 218,395 +13,080 $10,514
     VTEB218,395+13,080$10,514
ISHARES TR (IEFA) 150,431 +25,832 $7,923
     IEFA150,431+25,832$7,923
VANGUARD INTL EQUITY INDEX F (VEU) 171,364 +44,368 $7,602
     VEU171,364+44,368$7,602
J P MORGAN EXCHANGE TRADED F (JMST) 146,292 +2,374 $7,358
     JMST146,292+2,374$7,358
ISHARES TR (MUB) 69,937 +12,413 $7,174
     MUB69,937+12,413$7,174
MICROSOFT CORP 24,305 -1,571 $5,661
     MSFT24,305-1,571$5,661
VANGUARD INDEX FDS (VB) 32,362 +3,992 $5,531
     VB32,362+3,992$5,531
UNITED PARCEL SERVICE INC 34,204 -292 $5,525
     UPS34,204-292$5,525
VANGUARD BD INDEX FDS (BND) 77,429 +3,739 $5,523
     BND77,429+3,739$5,523
ISHARES TR (SUB) 52,186 +9,059 $5,357
     SUB52,186+9,059$5,357
VANGUARD INDEX FDS (VO) 26,143 +775 $4,914
     VO26,143+775$4,914
ISHARES TR (IAGG) 95,996 -48,227 $4,639
     IAGG95,996-48,227$4,639
BERKSHIRE HATHAWAY INC DEL      $4,588
     BRK.B17,183-69$4,588
VANGUARD WHITEHALL FDS (VIGI) 62,798 +1,452 $3,893
     VIGI62,798+1,452$3,893
VANGUARD INDEX FDS (VTI) 20,816 +982 $3,736
     VTI20,816+982$3,736
VANGUARD INDEX FDS (VNQ) 45,067 -1,372 $3,613
     VNQ45,067-1,372$3,613
JPMORGAN CHASE & CO 32,630 +672 $3,410
     JPM32,630+672$3,410
PROCTER AND GAMBLE CO 25,501 +264 $3,219
     PG25,501+264$3,219
COCA COLA CO 56,393 +77 $3,159
     KO56,393+77$3,159
VANECK MERK GOLD TR 167,778 UNCH $2,706
     OUNZ167,778UNCH$2,706
ISHARES INC (IEMG) 62,616 -47,678 $2,691
     IEMG62,616-47,678$2,691
SSGA ACTIVE ETF TR (GAL) 70,266 -6,082 $2,528
     GAL70,266-6,082$2,528
J P MORGAN EXCHANGE TRADED F (JPST) 49,728 -1,486 $2,494
     JPST49,728-1,486$2,494
AMAZON COM INC 20,660 -2,023 $2,335
     AMZN20,660-2,023$2,335
VANGUARD INTL EQUITY INDEX F (VSS) 23,271 -4,522 $2,160
     VSS23,271-4,522$2,160
VANGUARD INTL EQUITY INDEX F (VT) 26,488 -2,481 $2,089
     VT26,488-2,481$2,089
SPDR SER TR (SDY) 17,246 -2,144 $1,923
     SDY17,246-2,144$1,923
DEERE & CO 5,692 -302 $1,900
     DE5,692-302$1,900
CINCINNATI FINL CORP 19,995 +15 $1,791
     CINF19,995+15$1,791
ALPHABET INC 18,329 +17,415 $1,753
     GOOGL18,329+17,415$1,753
JOHNSON & JOHNSON 10,352 +515 $1,691
     JNJ10,352+515$1,691
ALPHABET INC 17,234 +16,313 $1,657
     GOOG17,234+16,313$1,657
UNITEDHEALTH GROUP INC 3,080 +22 $1,555
     UNH3,080+22$1,555
TESLA INC 5,760 +3,975 $1,528
     TSLA5,760+3,975$1,528
EXXON MOBIL CORP 15,204 +1,734 $1,327
     XOM15,204+1,734$1,327
VANGUARD INDEX FDS (VTV) 9,433 +2,462 $1,165
     VTV9,433+2,462$1,165

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 09/30/2022: $549,326
At 06/30/2022: $552,512

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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