Pds Planning, Inc
CIK Number: 0000838618
1.12B
Market Value
431
# of Holdings
11 months
Avg. Holding Period
69.27%
Win Rate
31.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Ma... | 49.99 | -0.24% | 1.57M | +5.01% | 83.00M | 45.05 | 7.44% | |
| 2 | Ishares Tr | 607.39 | +0.01% | 136.80K | +26.64% | 78.91M | 425.85 | 7.07% | |
| 3 | Ishares Tr | 97.95 | -0.35% | 644.27K | +13.96% | 65.25M | 105.61 | 5.85% | |
| 4 | Vanguard Index ... | 276.40 | -0.40% | 199.41K | +426.00% | 52.61M | 250.14 | 4.72% | |
| 5 | Vanguard Specia... | 202.09 | +0.80% | 260.82K | +2.01% | 51.66M | 129.67 | 4.63% |
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