Instuitional Investor - Pds Planning, Inc
Fund Profile
Filing Period:
| Fund Name: | Pds Planning, Inc |
| Portfolio Value | $1,186,341,155 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 1,691,484 | $85,978,126 | 7.25% | |
| 2. | IEF | 142,796 | $80,237,033 | 6.76% | |
| 3. | IEF | 700,903 | $69,333,280 | 5.84% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 207,575 | $53,682,942 | 4.53% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 267,756 | $51,941,941 | 4.38% |
