Pds Planning, Inc
CIK Number: 0000838618
1.19B
Market Value
441
# of Holdings
11 months
Avg. Holding Period
35.90%
Win Rate
20.61%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 599.22 | +0.05% | 139.8K | +2.20% | 82.3M | 429.34 | 7.31% |
| 2 | VEA | Vanguard Develo... | 56.10 | +0.52% | 1.64M | +4.04% | 78.19M | 45.16 | 6.95% |
| 3 | AGG | iShares Core U.... | 98.00 | +0.57% | 687.31K | +6.68% | 66.6M | 105.07 | 5.92% |
| 4 | VO | Vanguard Mid Ca... | 272.52 | -0.34% | 202.61K | +1.60% | 53.52M | 250.36 | 4.75% |
| 5 | VIG | Vanguard Divide... | 199.99 | -0.05% | 263K | +0.83% | 51.5M | 130.22 | 4.58% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.