PDS Planning, Inc: 13F holdings
CIK 8386182026Q2
| Positions | 609 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 609 (+48 vs prior quarter) |
|---|
| Reported value | $1.7bn (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 1,779,207 | $126.8m | 7.3% |
| IVV ISHARES TR | 157,386 | $117.9m | 6.8% |
| AGG ISHARES TR | 880,458 | $87.1m | 5.0% |
| VO VANGUARD INDEX FDS | 962,079 | $77.5m | 4.5% |
| AVUV AMERICAN CENTY ETF TR | 614,951 | $76.7m | 4.4% |
| VIG VANGUARD SPECIALIZED FUNDS | 293,378 | $69.4m | 4.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,068,327 | $63.8m | 3.7% |
| BNDX VANGUARD CHARLOTTE FDS | 1,034,989 | $50.1m | 2.9% |
| REET ISHARES TR | 1,642,967 | $45.4m | 2.6% |
| IGSB ISHARES TR | 801,548 | $42.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="838618")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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