Pds Planning, Inc
CIK Number: 0000838618
1.13B
Market Value
438
# of Holdings
11 months
Avg. Holding Period
36.13%
Win Rate
19.99%
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&... | 540.47 | -0.19% | 139.8K | +2.20% | 82.3M | 429.34 | 7.31% |
| 2 | VEA | Vanguard Develo... | 50.31 | +0.66% | 1.64M | +4.04% | 78.19M | 45.16 | 6.95% |
| 3 | AGG | iShares Core U.... | 97.78 | +0.18% | 687.31K | +6.68% | 66.6M | 105.07 | 5.92% |
| 4 | VO | Vanguard Mid Ca... | 246.34 | -0.2% | 202.61K | +1.60% | 53.52M | 250.36 | 4.75% |
| 5 | VIG | Vanguard Divide... | 186.11 | -0.35% | 263K | +0.83% | 51.5M | 130.22 | 4.58% |
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