EdgeMarket › What Pds Planning, Inc reported owning
What Pds Planning, Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
561Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets ETF | 111.6M | 7.4% | 1.7M | 73.42 | +24.7% |
| IVV iShares Core S&P 500 ETF | 100.4M | 6.6% | 153.7K | 769.31 | +20.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 83.8M | 5.5% | 844.1K | 97.35 | -1.7% |
| VO Vanguard Morningstar Mid-Cap ETF | 67.0M | 4.4% | 233.3K | 82.97 | +15.9% |
| AVUV Avantis U.S. Small Cap Value ETF | 66.7M | 4.4% | 603.4K | 126.45 | +33.2% |
| VIG Vanguard Div Appreciation ETF | 60.9M | 4.0% | 283.2K | 243.91 | +16.2% |
| VWO Vanguard FTSE Emerging Markets ETF | 56.6M | 3.7% | 1.0M | 60.45 | +17.7% |
| BNDX Vanguard Total International Bond ETF | 48.7M | 3.2% | 1.0M | 47.65 | -3.3% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 40.4M | 2.7% | 768.5K | 52.11 | -1.4% |
| REET iShares Global REIT ETF | 39.7M | 2.6% | 1.6M | 28.02 | +11.4% |
| AAPL Apple Inc. | 34.0M | 2.2% | 134.1K | 309.35 | +36.9% |
| BSV Vanguard Short-Term Bond ETF | 33.9M | 2.2% | 432.0K | 77.57 | -1.4% |
| NVDA NVIDIA CORP | 30.8M | 2.0% | 176.7K | 214.72 | +22.4% |
| ABBV AbbVie Inc. | 23.7M | 1.6% | 108.9K | 264.96 | +26.7% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 21.5M | 1.4% | 99.1K | 249.18 | +22.7% |
| MSFT MICROSOFT CORP | 20.2M | 1.3% | 54.5K | 483.24 | -4.4% |
| IEFA iShares Core MSCI EAFE ETF | 17.0M | 1.1% | 187.2K | 100.85 | +16.8% |
| BND Vanguard Total Bond Market ETF | 16.9M | 1.1% | 229.4K | 72.23 | -1.8% |
| IJH iShares Core S&P Mid-Cap ETF | 15.6M | 1.0% | 231.2K | 76.77 | +20.8% |
| MUB iShares National Muni Bond ETF | 15.0M | 1.0% | 141.3K | 105.34 | +1.2% |
| unmapped CUSIP 084670702 | 14.7M | 1.0% | 30.7K | — | — |
| JPM JPMORGAN CHASE & CO | 14.5M | 1.0% | 49.2K | 351.58 | +20.3% |
| unmapped CUSIP 084670108 | 14.4M | 0.9% | 20 | — | — |
| IEMG iShares Core MSCI Emerging Markets ETF | 14.3M | 0.9% | 205.5K | 81.57 | +31.9% |
| AMZN AMAZON COM INC | 14.1M | 0.9% | 67.7K | 258.63 | +15.6% |
| VB Vanguard Morningstar Small-Cap ETF | 13.6M | 0.9% | 52.0K | 304.76 | +24.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 13.6M | 0.9% | 272.3K | 49.54 | +1.4% |
| GOOG Alphabet Inc. | 13.5M | 0.9% | 47.2K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 12.6M | 0.8% | 43.7K | 344.82 | +73.0% |
| ABT ABBOTT LABORATORIES | 12.3M | 0.8% | 119.7K | 116.64 | -11.9% |
| SUB iShares Short-Term National Muni Bond ETF | 11.9M | 0.8% | 111.8K | 106.30 | -0.6% |
| IAGG iShares International Aggregate Bond Fund | 11.7M | 0.8% | 232.9K | 49.77 | -2.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.6M | 0.6% | 26.8K | 378.24 | +20.5% |
| VT Vanguard Total World Stock Index ETF | 8.6M | 0.6% | 61.9K | 160.77 | +21.2% |
| AVGO Broadcom Inc. | 8.6M | 0.6% | 27.6K | 368.45 | +26.5% |
| VEU Vanguard FTSE All World Ex US ETF | 8.2M | 0.5% | 108.9K | 85.69 | +23.3% |
| OUNZ VanEck Merk Gold ETF | 7.6M | 0.5% | 167.8K | 44.36 | +37.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 7.1M | 0.5% | 21.0K | 418.95 | +83.3% |
| META Meta Platforms, Inc. | 7.0M | 0.5% | 12.2K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 6.7M | 0.4% | 7.3K | 1,255.40 | +78.0% |
| VOO Vanguard S&P 500 ETF | 6.3M | 0.4% | 10.6K | 703.71 | +20.0% |
| VNQ Vanguard Real Estate ETF | 5.9M | 0.4% | 66.2K | 98.50 | +8.6% |
| TSLA Tesla, Inc. | 5.9M | 0.4% | 15.8K | 362.86 | +12.0% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 5.7M | 0.4% | 111.0K | 50.92 | -0.1% |
| PG PROCTER & GAMBLE Co | 5.5M | 0.4% | 38.2K | 144.68 | -9.3% |
| VIGI Vanguard International Dividend Appreciation E | 5.3M | 0.4% | 60.1K | 98.61 | +9.6% |
| KO COCA COLA CO | 5.0M | 0.3% | 66.1K | 91.10 | +28.9% |
| VV Vanguard Morningstar Large-Cap ETF | 4.8M | 0.3% | 16.2K | 352.60 | +19.8% |
| JNJ JOHNSON & JOHNSON | 4.7M | 0.3% | 19.3K | 270.24 | +51.1% |
| SPY SPDR S&P 500 ETF TRUST | 4.5M | 0.3% | 7.0K | 765.72 | +20.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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