HoldingsChannel.com
PDS Planning Inc Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 408,874 +26,526 $16,797
     VEA408,874+26,526$16,797
VANGUARD GROUP (VIG) 77,263 +1,984 $9,239
     VIG77,263+1,984$9,239
ABBOTT LABS 101,093 +950 $8,458
     ABT101,093+950$8,458
ISHARES TR (IWN) 54,071 +2,010 $6,457
     IWN54,071+2,010$6,457
ISHARES TR (IJH) 32,651 +1,953 $6,309
     IJH32,651+1,953$6,309
ABBVIE INC 81,501 -209 $6,171
     ABBV81,501-209$6,171
VANGUARD INTL EQUITY INDEX F (VWO) 139,294 +12,619 $5,608
     VWO139,294+12,619$5,608
SPDR INDEX SHS FDS (RWO) 91,857 +6,072 $4,764
     RWO91,857+6,072$4,764
ISHARES TR (IGSB) 81,752 +8,401 $4,388
     IGSB81,752+8,401$4,388
ISHARES TR (IVV) 14,184 +568 $4,234
     IVV14,184+568$4,234
UNITED PARCEL SERVICE INC 34,537 -63 $4,138
     UPS34,537-63$4,138
SSGA ACTIVE ETF TR (GAL) 80,407 +12,492 $3,103
     GAL80,407+12,492$3,103
COCA COLA CO 54,340 +139 $2,958
     KO54,340+139$2,958
VANGUARD INTL EQUITY INDEX F (VEU) 58,425 -168 $2,915
     VEU58,425-168$2,915
ISHARES TR (ISTB) 56,202 +9,489 $2,838
     ISTB56,202+9,489$2,838
SPDR SERIES TRUST (SDY) 27,418 +990 $2,813
     SDY27,418+990$2,813
ISHARES TR (SUB) 25,745 +719 $2,743
     SUB25,745+719$2,743
VANGUARD WHITEHALL FDS INC (VYM) 30,451 +1,103 $2,702
     VYM30,451+1,103$2,702
VANGUARD INDEX FDS (VTI) 17,661 +545 $2,667
     VTI17,661+545$2,667
CINCINNATI FINL CORP 22,097 -1,133 $2,578
     CINF22,097-1,133$2,578
PROCTER & GAMBLE CO 20,719 +499 $2,577
     PG20,719+499$2,577
ISHARES TR (MUB) 16,648 +1,639 $1,900
     MUB16,648+1,639$1,900
BERKSHIRE HATHAWAY INC DEL      $1,661
     BRK.B7,984+84$1,661
SPDR SERIES TRUST (SLYV) 25,318 +2,024 $1,551
     SLYV25,318+2,024$1,551
VANGUARD INTL EQUITY INDEX F (VSS) 14,938 +413 $1,523
     VSS14,938+413$1,523
APPLE INC 6,275 -18 $1,405
     AAPL6,275-18$1,405
ISHARES TR (EFAV) 18,251 +1,200 $1,337
     EFAV18,251+1,200$1,337
JPMORGAN CHASE & CO 11,169 +2,030 $1,314
     JPM11,169+2,030$1,314
MICROSOFT CORP 7,565 +625 $1,052
     MSFT7,565+625$1,052
SPDR S&P 500 ETF TR (SPY) 3,242 -20 $962
     SPY3,242-20$962
AMAZON COM INC 527 +10 $915
     AMZN527+10$915
INVESCO EXCHNG TRADED FD TR (SPHD) 21,383 -1,053 $912
     SPHD21,383-1,053$912
EXXON MOBIL CORP 12,707 -29 $897
     XOM12,707-29$897
ISHARES TR (AGG) 7,885 -248 $892
     AGG7,885-248$892
VANGUARD INTL EQUITY INDEX F (VT) 11,843 +549 $886
     VT11,843+549$886
DEERE & CO 5,106 +18 $861
     DE5,106+18$861
ISHARES INC (ACWV) 8,913 +1,246 $844
     ACWV8,913+1,246$844
AMERICAN ELEC PWR CO INC 8,864 +855 $830
     AEP8,864+855$830
NEXTERA ENERGY INC 3,176 +18 $740
     NEE3,176+18$740
SPDR GOLD TRUST (GLD) 5,062 +34 $703
     GLD5,062+34$703
ISHARES INC (EEMV) 11,931 UNCH $681
     EEMV11,931UNCH$681
JOHNSON & JOHNSON 5,240 +374 $678
     JNJ5,240+374$678
VANGUARD INDEX FDS (VO) 3,750 +2,435 $628
     VO3,750+2,435$628
ISHARES TR (EFV) 12,888 +134 $611
     EFV12,888+134$611
L BRANDS INC 26,812 +1,155 $525
     LB26,812+1,155$525
CHEVRON CORP NEW 4,385 -86 $520
     CVX4,385-86$520
DISNEY WALT CO 3,917 +331 $511
     DIS3,917+331$511
ISHARES TR (EEM) 11,343 +330 $464
     EEM11,343+330$464
US BANCORP DEL 8,293 -96 $459
     USB8,293-96$459
CISCO SYS INC 9,200 +2,011 $455
     CSCO9,200+2,011$455

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 09/30/2019: $144,081
At 06/30/2019: $134,456

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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