Instuitional Investor - Pds Planning, Inc
Fund Profile
Filing Period:
| Fund Name: | Pds Planning, Inc |
| Portfolio Value | $1,445,817,833 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 1,770,933 | $106,114,298 | 7.34% | |
| 2. | IEF | 150,973 | $101,046,347 | 6.99% | |
| 3. | IEF | 760,978 | $76,288,064 | 5.28% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 223,870 | $65,759,590 | 4.55% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 276,035 | $59,565,493 | 4.12% |
Hedge Fund Resource Center 
