PDS Planning, Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Dublin, OH
CIK
0000838618
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 443 1,115,790 VEA, IVV, AGG, VO 13F-HR 10/29/2024 000083861824000005
Q2 2024 396 991,154 VEA, VBR, IVV, AGG 13F-HR 8/7/2024 000083861824000003
Q1 2024 397 951,776 VEA, VBR, IVV, AGG 13F-HR 5/1/2024 000083861824000002
Q4 2023 365 877,983 VEA, VBR, IVV, AGG 13F-HR 2/1/2024 000083861824000001
Q3 2023 338 772,954 VEA, VBR, AGG, IVV 13F-HR 10/23/2023 000083861823000004
Q2 2023 340 782,091 VEA, VBR, AGG, IVV 13F-HR 7/20/2023 000083861823000003
Q1 2023 305 725,300 VEA, VBR, AGG, IVV 13F-HR 5/1/2023 000083861823000002
Q4 2022 225 625,676 VEA, VBR, AGG, IVV 13F-HR 1/26/2023 000083861823000001
Q3 2022 203 549,326 VBR, VEA, AGG, IVV 13F-HR 11/2/2022 000083861822000005
Q2 2022 215 552,512 VEA, VBR, AGG, IVV 13F-HR 7/14/2022 000083861822000004
Q1 2022 237 568,252 VEA, VBR, VIG, IVV 13F-HR 4/18/2022 000083861822000003
Q4 2021 219 522,631 VEA, VBR, VIG, IVV 13F-HR 1/24/2022 000083861822000001
Q3 2021 211 433,397 VEA, VBR, VIG, IVV 13F-HR 10/22/2021 000083861821000004
Q2 2021 199 410,685 VEA, VBR, VIG, IVV 13F-HR 7/26/2021 000083861821000003
Q1 2021 175 344,499 VEA, VIG, VBR, AGG 13F-HR 4/19/2021 000083861821000002
Q4 2020 161 291,338 VEA, VIG, VBR, AGG 13F-HR 1/21/2021 000083861821000001
Q3 2020 139 245,554 VEA, VIG, VBR, AGG 13F-HR 10/19/2020 000083861820000004
Q2 2020 134 220,677 VEA, VIG, VBR, ABT 13F-HR 8/11/2020 000083861820000003
Q1 2020 101 156,678 VEA, VIG, ABT, VWO 13F-HR 4/20/2020 000083861820000002
Q4 2019 104 158,472 VEA, VIG, ABT, IWN 13F-HR 2/7/2020 000083861820000001
Q3 2019 100 144,081 VEA, VIG, ABT, IWN 13F-HR 10/28/2019 000083861819000003
Q2 2019 94 134,456 VEA, VIG, ABT, IWN 13F-HR 8/14/2019 000178520019000002
Q1 2019 89 128,673 VEA, VIG, ABT, ABBV 13F-HR 4/19/2019 000083861819000002
Q4 2018 81 116,382 VEA, ABBV, VIG, ABT 13F-HR 2/8/2019 000083861819000001
Q3 2018 75 116,835 VEA, ABBV, ABT, IWN 13F-HR 11/2/2018 000083861818000006
Q2 2018 76 101,398 VEA, ABBV, ABT, IWN 13F-HR 7/27/2018 000083861818000005
Q1 2018 75 98,977 VEA, ABBV, ABT, KO 13F-HR 5/3/2018 000083861818000004
Q4 2017 67 98,749 VEA, ABBV, ABT, KO 13F-HR 2/14/2018 000083861818000003