Pds Planning, Inc
CIK Number: 0000838618
Main Sectors:
Top Industries:
Filing Date: Jul 24, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Develo... | 61.19 | +0.21% | 1.76M | +3.98% | 100.27M | 45.8 | 7.47% | Share |
| 2 | IVV | iShares Core S&... | 674.89 | +0.37% | 148.56K | +4.03% | 92.24M | 439.44 | 6.87% | Share |
| 3 | AGG | iShares Core U.... | 99.95 | -0.22% | 739.53K | +5.51% | 73.36M | 104.65 | 5.47% | Share |
| 4 | VO | Vanguard Mid Ca... | 295.42 | +0.07% | 219.08K | +5.54% | 61.31M | 252.1 | 4.57% | Share |
| 5 | VIG | Vanguard Divide... | 217.83 | +0.02% | 271.78K | +1.50% | 55.63M | 132.44 | 4.15% | Share |
| 6 | VWO | Vanguard Emergi... | 54.98 | +0.34% | 1.04M | +3.20% | 51.56M | 43.33 | 3.84% | Share |
| 7 | AVUV | Avantis U.S. Sm... | 100.52 | -0.14% | 561.39K | +8.00% | 51.14M | 95.61 | 3.81% | Share |
| 8 | BNDX | Vanguard Total ... | 49.30 | -0.22% | 894.66K | +6.30% | 44.29M | 51.97 | 3.30% | Share |
| 9 | IGSB | iShares 1-5 Yea... | 52.88 | -0.08% | 719.91K | +6.38% | 37.98M | 52.26 | 2.83% | Share |
| 10 | REET | iShares Global ... | 25.50 | -0.72% | 1.42M | +4.64% | 35.14M | 24.34 | 2.62% | Share |
| 11 | BSV | Vanguard Short-... | 78.73 | -0.06% | 411.35K | +5.40% | 32.37M | 79.09 | 2.41% | Share |
| 12 | NVDA | NVIDIA Corporat... | 185.51 | -1.12% | 167.24K | +12.64% | 26.42M | 52.46 | 1.97% | Share |
| 13 | MSFT | Microsoft Corpo... | 528.57 | +2.17% | 52.48K | +15.01% | 26.1M | 305 | 1.95% | Share |
| 14 | AAPL | Apple Inc. | 256.69 | -0.51% | 121.5K | +12.87% | 24.93M | 162.09 | 1.86% | Share |
| 15 | ABBV | AbbVie Inc. | 230.21 | -1.58% | 107.9K | +0.41% | 20.03M | 117.05 | 1.49% | Share |
| 16 | VBR | Vanguard Small ... | 210.71 | -0.21% | 100.25K | -4.91% | 19.55M | 149.13 | 1.46% | Share |
| 17 | ABT | Abbott Laborato... | 133.74 | -0.64% | 120.79K | +2.95% | 16.43M | 86.31 | 1.22% | Share |
| 18 | IEFA | iShares Core MS... | 89.00 | +0.17% | 189.95K | +0.15% | 15.86M | 60.06 | 1.18% | Share |
| 19 | BND | Vanguard Total ... | 74.14 | -0.23% | 211.01K | +2.73% | 15.54M | 76.17 | 1.16% | Share |
| 20 | JPM | JPMorgan Chase ... | 309.20 | -0.27% | 51.92K | +8.95% | 15.05M | 149.09 | 1.12% | Share |
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