account_balance
Investment manager · 13F filer · SEC CIK 838618
PDS Planning, Inc
Reported value$1.77Bas of Sep 30, 2026
Positions628 43 new, 24 sold out
Top 10 weight42.6%VEA alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
7.2%
IVViShares Tr
6.9%
AGGiShares Tr
4.6%
VOVanguard Index FDS
4.4%Added +2%
AVUVAmerican Centy ETF Tr
4.1%
VIGVanguard Specialized Funds
3.9%
VWOVanguard Intl Equity Index F
3.7%Added +2%
BNDXVanguard Charlotte FDS
2.8%
AAPLApple Inc.
2.6%
REETiShares Tr
2.5%Added +5%
NVDANVIDIA Corp
2.5%Added +6%
IGSBiShares Tr
2.5%Added +6%
VEAVanguard Tax-Managed FDS
7.2%
IVViShares Tr
6.9%
AGGiShares Tr
4.6%
VOVanguard Index FDS
4.4%+2%
AVUVAmerican Centy ETF Tr
4.1%
VIGVanguard Specialized Funds
3.9%
VWOVanguard Intl Equity Index F
3.7%
BNDXVanguard Charlotte FDS
2.8%
AAPLApple Inc.
2.6%
REET2.5%
NVDA2.5%IGSB2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 7.2% Held
IVV iShares Tr 6.9% Held
AGG iShares Tr 4.6% Held
VO Vanguard Index FDS 4.4% Added +2%
AVUV American Centy ETF Tr 4.1% Held
VIG Vanguard Specialized Funds 3.9% Held
VWO Vanguard Intl Equity Index F 3.7% Added +2%
BNDX Vanguard Charlotte FDS 2.8% Held
AAPL Apple Inc. 2.6% HeldREET iShares Tr 2.5% Added +5%
NVDA NVIDIA Corp 2.5% Added +6%IGSB iShares Tr 2.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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