PDS Planning, Inc 13F Holdings
CIK 0000838618 · COLUMBUS, OH
As of Sep 30, 2025, PDS Planning, Inc reported 540 positions worth
CIK 0000838618 · COLUMBUS, OH
As of Sep 30, 2025, PDS Planning, Inc reported 540 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,770,933 | 06.1M | 7.95% |
| ISHARES CORE S&P 500 ETF | IVV | — | 150,973 | 01.0M | 7.57% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 760,978 | $76.3M | 5.72% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 223,870 | $65.8M | 4.93% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 276,035 | $59.6M | 4.47% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 583,399 | $58.1M | 4.35% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 1,045,176 | $56.6M | 4.24% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 928,504 | $45.9M | 3.44% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 746,883 | $39.6M | 2.97% |
| ISHARES GLOBAL REIT ETF | REET | — | 1,470,642 | $37.6M | 2.82% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 418,874 | $33.1M | 2.48% |
| APPLE INC | AAPL | Technology | 123,694 | $31.5M | 2.36% |
| NVIDIA CORP | NVDA | Technology | 167,198 | $31.2M | 2.34% |
| MICROSOFT CORP | MSFT | Technology | 53,014 | $27.5M | 2.06% |
| ABBVIE INC | ABBV | Equity | 107,992 | $25.0M | 1.87% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 99,014 | $20.7M | 1.55% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 187,537 | 6.4M | 1.23% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 220,092 | 6.4M | 1.23% |
| ABBOTT LABORATORIES | ABT | Healthcare | 120,653 | 6.2M | 1.21% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 50,653 | 6.0M | 1.20% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 226,909 | 4.8M | 1.11% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 28,015 | 4.1M | 1.06% |
| AMAZON.COM INC | AMZN | Equity | 62,051 | 3.6M | 1.02% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 18 | 3.6M | 1.02% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 203,984 | 3.4M | 1.01% |