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CIK: 0000838618
Total reported value
$1.7B
$1.7B
476 檔
19.7%
In Q1 2025, PDS Planning, Inc's U.S. equity holdings reached a combined market value of $1.7B, distributed across 476 disclosed stock positions.
In Q1 2025, PDS Planning, Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, AGG) accounted for 19.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 476 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.25% | -0.02% | +3.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.76% | +0.20% | +2.14% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.84% | -0.49% | +1.98% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.53% | +0.07% | +2.45% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.38% | — | +1.81% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.85% | -0.04% | +2.90% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.82% | +0.04% | -0.85% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.46% | -0.32% | -3.62% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.99% | -0.23% | +2.10% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.78% | +0.01% | +2.95% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.58% | -0.20% | +1.75% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.04% | +6.96% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.90% | +0.02% | +0.34% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.66% | -0.04% | +14.08% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.17% | +9.31% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.06% | +8.24% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.31% | -0.23% | -0.08% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | -0.13% | +4.76% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.21% | -0.08% | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.21% | -0.07% | -1.18% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | -0.01% | +5.29% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.08% | +18.64% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.01% | +2.35% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.98% | -0.09% | +0.77% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | +0.03% | -0.86% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | +0.01% | -0.21% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.02% | +13.15% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | -0.06% | +1.21% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | -0.03% | +31.07% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.59% | -0.08% | -1.27% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | — | -4.64% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.05% | +11.48% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.53% | +0.01% | +3.32% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | +3.15% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | -0.02% | +6.74% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.18% | -0.22% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.08% | +5.09% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.48% | +0.02% | +6.65% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.09% | +13.43% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.09% | +9.37% | |
| 41 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.43% | -0.13% | — | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.42% | -0.02% | -2.05% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | — | +51.20% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | +6.60% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.05% | +8.19% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.02% | +3.08% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.32% | -0.01% | +0.19% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.01% | +9.44% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | +0.01% | +7.19% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.02% | +0.25% |
According to official SEC Form 13F filings, PDS Planning, Inc reported a total U.S. public equity portfolio value of $1.7B across 476 disclosed positions in Q1 2025.
During Q1 2025, PDS Planning, Inc's top holdings by market value included VEA (7.3%)、IVV (6.8%)、AGG (5.8%). The largest single position, VEA, represented 7.3% of total portfolio value.
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Top New Position Initiated
VEA
市值: $86.0M
In Q1 2025, PDS Planning, Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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