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Home > Institutional Investor > Pds Planning, Inc > Profile

Instuitional Investor - Pds Planning, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Pds Planning, Inc
Portfolio Value	$1,496,971,868

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		1,770,112	$110,578,917	7.39%
2.	Ishares Trust	IEF	150,189	$102,870,597	6.87%
3.	Ishares Trust	IEF	790,542	$78,959,373	5.27%
4.	Vanguard Index Fds - MID CAP ETF		227,783	$66,107,315	4.42%
5.	American Centy Etf Tr		601,919	$61,383,730	4.1%