PDS Planning, Inc
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdublin, OH
- CIK0000838618
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
444 | $1.13B | IVV, VEA, AGG, VO | 13F-HR | Feb 10, 2025 | 000083861825000001 | ||
443 | $1.12B | VEA, IVV, AGG, VO | 13F-HR | Oct 30, 2024 | 000083861824000005 | ||
396 | $991.15M | VEA, VBR, IVV, AGG | 13F-HR | Aug 8, 2024 | 000083861824000003 | ||
397 | $951.78M | VEA, VBR, IVV, AGG | 13F-HR | May 1, 2024 | 000083861824000002 | ||
365 | $877.98M | VEA, VBR, IVV, AGG | 13F-HR | Feb 1, 2024 | 000083861824000001 | ||
338 | $772.96M | VEA, VBR, AGG, IVV | 13F-HR | Oct 23, 2023 | 000083861823000004 | ||
340 | $782.09M | VEA, VBR, AGG, IVV | 13F-HR | Jul 21, 2023 | 000083861823000003 | ||
305 | $725.30M | VEA, VBR, AGG, IVV | 13F-HR | May 2, 2023 | 000083861823000002 | ||
225 | $625.68M | VEA, VBR, AGG, IVV | 13F-HR | Jan 27, 2023 | 000083861823000001 | ||
203 | $549.33M | VBR, VEA, AGG, IVV | 13F-HR | Nov 2, 2022 | 000083861822000005 | ||
215 | $552.51M | VEA, VBR, AGG, IVV | 13F-HR | Jul 15, 2022 | 000083861822000004 | ||
237 | $568.25M | VEA, VBR, VIG, IVV | 13F-HR | Apr 18, 2022 | 000083861822000003 | ||
219 | $522.63M | VEA, VBR, VIG, IVV | 13F-HR | Jan 25, 2022 | 000083861822000001 | ||
211 | $433.40M | VEA, VBR, VIG, IVV | 13F-HR | Oct 22, 2021 | 000083861821000004 | ||
199 | $410.69M | VEA, VBR, VIG, IVV | 13F-HR | Jul 26, 2021 | 000083861821000003 | ||
175 | $344.50M | VEA, VIG, VBR, AGG | 13F-HR | Apr 20, 2021 | 000083861821000002 | ||
161 | $291.34M | VEA, VIG, VBR, AGG | 13F-HR | Jan 21, 2021 | 000083861821000001 | ||
139 | $245.55M | VEA, VIG, VBR, AGG | 13F-HR | Oct 19, 2020 | 000083861820000004 | ||
134 | $220.68M | VEA, VIG, VBR, ABT | 13F-HR | Aug 11, 2020 | 000083861820000003 | ||
101 | $156.68M | VEA, VIG, ABT, VWO | 13F-HR | Apr 20, 2020 | 000083861820000002 | ||
104 | $158.47M | VEA, VIG, ABT, IWN | 13F-HR | Feb 7, 2020 | 000083861820000001 | ||
100 | $144.08M | VEA, VIG, ABT, IWN | 13F-HR | Oct 28, 2019 | 000083861819000003 | ||
94 | $134.46M | VEA, VIG, ABT, IWN | 13F-HR | Aug 14, 2019 | 000178520019000002 | ||
89 | $128.67M | VEA, VIG, ABT, ABBV | 13F-HR | Apr 19, 2019 | 000083861819000002 | ||
81 | $116.38M | VEA, ABBV, VIG, ABT | 13F-HR | Feb 8, 2019 | 000083861819000001 | ||
75 | $116.83M | VEA, ABBV, ABT, IWN | 13F-HR | Nov 2, 2018 | 000083861818000006 | ||
76 | $101.40M | VEA, ABBV, ABT, IWN | 13F-HR | Jul 27, 2018 | 000083861818000005 | ||
75 | $98.98M | VEA, ABBV, ABT, KO | 13F-HR | May 3, 2018 | 000083861818000004 | ||
67 | $98.75M | VEA, ABBV, ABT, KO | 13F-HR | Feb 14, 2018 | 000083861818000003 |