PDS Planning, Inc

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    dublin, OH
  • CIK
    0000838618
  • All SEC filings
Q4 2024
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