PDS Planning, Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD TAX-MANAGED FDS | $110.58M | 7.4% |
| ISHARES TR | $102.87M | 6.9% |
| ISHARES TR | $78.96M | 5.3% |
| VANGUARD INDEX FDS | $66.11M | 4.4% |
| AMERICAN CENTY ETF TR | $61.38M | 4.1% |
| VANGUARD SPECIALIZED FUNDS | $61.06M | 4.1% |
| VANGUARD INTL EQUITY INDEX F | $55.96M | 3.7% |
| VANGUARD CHARLOTTE FDS | $45.99M | 3.1% |
| ISHARES TR | $38.57M | 2.6% |
| ISHARES TR | $38.26M | 2.6% |
| Apple Inc. | $35.51M | 2.4% |
| VANGUARD BD INDEX FDS | $32.35M | 2.2% |
| NVIDIA Corp | $32.26M | 2.2% |
| MICROSOFT CORP | $25.66M | 1.7% |
| AbbVie Inc. | $25.26M | 1.7% |
| VANGUARD INDEX FDS | $20.94M | 1.4% |
| ISHARES TR | $16.76M | 1.1% |
| VANGUARD BD INDEX FDS | $16.36M | 1.1% |
| JPMORGAN CHASE & CO | $15.91M | 1.1% |
| ABBOTT LABORATORIES | $15.21M | 1.0% |
| Amazon.com Inc | $15.17M | 1.0% |
| BERKSHIRE HATHAWAY INC DEL | $15.10M | 1.0% |
| ISHARES TR | $15.09M | 1.0% |
| Alphabet Inc. | $14.57M | 1.0% |
| Warren E. Buffett | $14.56M | 1.0% |
| ISHARES TR | $13.93M | 0.9% |
| ISHARES INC | $13.83M | 0.9% |
| VANGUARD INDEX FDS | $13.43M | 0.9% |
| Alphabet Inc. | $13.26M | 0.9% |
| VANGUARD MUN BD FDS | $13.03M | 0.9% |
| ISHARES TR | $11.41M | 0.8% |
| iShares MSCI UAE ETF | $10.63M | 0.7% |
| Broadcom Inc. | $9.24M | 0.6% |
| VANGUARD INDEX FDS | $8.77M | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $8.19M | 0.5% |
| Meta Platforms Inc | $8.09M | 0.5% |
| ELI LILLY & Co | $7.88M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $7.86M | 0.5% |
| Tesla Inc | $7.08M | 0.5% |
| VANECK MERK GOLD ETF | $6.96M | 0.5% |
| VANGUARD INDEX FDS | $6.40M | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $6.25M | 0.4% |
| VANGUARD INDEX FDS | $5.69M | 0.4% |
| VANGUARD WHITEHALL FDS | $5.45M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $5.23M | 0.3% |
| VANGUARD INDEX FDS | $5.16M | 0.3% |
| PROCTER & GAMBLE Co | $5.14M | 0.3% |
| COCA COLA CO | $4.51M | 0.3% |
| Visa Inc | $4.27M | 0.3% |
| SPDR S&P 500 ETF TR | $4.11M | 0.3% |