Instuitional Investor - Pds Planning, Inc
Fund Profile
Filing Period:
| Fund Name: | Pds Planning, Inc |
| Portfolio Value | $1,341,803,078 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 1,758,878 | $100,273,658 | 7.47% | |
| 2. | IEF | 148,555 | $92,238,061 | 6.87% | |
| 3. | IEF | 739,526 | $73,360,954 | 5.47% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 219,083 | $61,305,964 | 4.57% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 271,783 | $55,625,924 | 4.15% |
Hedge Fund Resource Center 
