Instuitional Investor - Pds Planning, Inc
Fund Profile
Filing Period:
| Fund Name: | Pds Planning, Inc |
| Portfolio Value | $1,125,642,696 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 139,799 | $82,296,872 | 7.31% | |
| 2. | Vanguard Tax-Managed Fds | 1,635,194 | $78,194,992 | 6.94% | |
| 3. | IEF | 687,306 | $66,599,920 | 5.91% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 202,609 | $53,515,152 | 4.75% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 262,997 | $51,502,698 | 4.57% |
