Pds Planning
$1.5B Assets Reported
596 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 1,741,699 | $112M | 7.4% |
| IVV | ISHARES TR | 153,680 | $100M | 6.6% |
| AGG | ISHARES TR | 844,140 | $84M | 5.5% |
| VO | VANGUARD INDEX FDS | 233,271 | $67M | 4.4% |
| AVUV | AMERICAN CENTY ETF TR | 603,359 | $67M | 4.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 283,210 | $61M | 4.0% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,047,390 | $57M | 3.7% |
| BNDX | VANGUARD CHARLOTTE FDS | 1,014,427 | $49M | 3.2% |
| IGSB | ISHARES TR | 768,523 | $40M | 2.7% |
| REET | ISHARES TR | 1,579,103 | $40M | 2.6% |
Track Pds Planning's 13F portfolio: $1.5B in reported holdings, 596 positions. Top holdings, AUM, and quarterly changes on SentiSense.