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Home > Institutional Investor > Pds Planning, Inc > Profile

Instuitional Investor - Pds Planning, Inc

Fund Profile
Filing Period:
Fund Name: Pds Planning, Inc
Portfolio Value $1,727,650,517
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 1,779,207 $126,768,527 7.34%
2.
Ishares Trust
 IEF 157,386 $117,865,107 6.82%
3.
Ishares Trust
 IEF 880,458 $87,147,708 5.04%
4.
Vanguard Index Fds - MID CAP ETF
 962,079 $77,514,716 4.49%
5.
American Centy Etf Tr
 614,951 $76,721,332 4.44%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.