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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	$1,516,071,973

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		1,741,699	$111,608,069	7.36%
2.	Ishares Trust	IEF	153,680	$100,385,329	6.62%
3.	Ishares Trust	IEF	844,140	$83,797,779	5.53%
4.	Vanguard Index Fds - MID CAP ETF		233,271	$66,990,736	4.42%
5.	American Centy Etf Tr		603,359	$66,653,020	4.4%