Pds-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "GRAB",
  "ARGX",
  "DJP",
  "ITUB",
  null,
  "RBA.TO",
  "MU",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  "AXP",
  "AEG",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  "ASX",
  null,
  null,
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "CP.TO",
  "ARCC",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  "JMIA",
  null,
  "LPL",
  "DUK",
  "D",
  "EBAY",
  "RXRX",
  null,
  "EQH",
  "EOG",
  null,
  null,
  "FCX",
  "FITB",
  "GD",
  "AKBA",
  "GILD",
  "AGL",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "SCCO",
  "ISRG",
  "HSBC",
  "EMXC",
  "HMC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KEP",
  null,
  "PRK",
  "IJH",
  "SCYX",
  "UGP",
  "IONQ",
  null,
  null,
  "CYBN",
  "KGC",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "DX",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "EXC",
  "FRME",
  "FICO",
  "GE",
  "NI",
  "HIG",
  "NVS",
  "NU",
  "ODFL",
  "OMF",
  "ORLY",
  "IX",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VHT",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "KEYS",
  "MPW",
  "NMR",
  "AMGN",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TKC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VV",
  "RCL",
  "SCHW",
  "MNST",
  "ALC",
  "ACWV",
  "VWO",
  "VSS",
  "CHT",
  null,
  null,
  "NGG",
  "PKX",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "TEF",
  "SU",
  "IWN",
  "SNY",
  "TSM",
  "GSK",
  "BN.TO",
  "GEF-B",
  null,
  "VYM",
  "GEF",
  "VRTX",
  "MGC",
  null,
  "TT",
  "VRT",
  "MEDP",
  null,
  "ADSK",
  "AON",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  null,
  "SDY",
  "FI",
  "WAB",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "CAH",
  "AEP",
  "ELP",
  "ENIC",
  "ES",
  null,
  "JBLU",
  "IDXX",
  "RACE",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  "HCA",
  null,
  "ESGD",
  "EGP",
  "HDB",
  "TME",
  "ABEV",
  "HBAN",
  "PDD",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WPM",
  "WMB",
  null,
  "WF",
  "XPEV",
  "WOR",
  "WDAY",
  "WS",
  "YUM",
  null,
  null,
  null,
  "UMC",
  null,
  "G",
  "CNQ",
  "AEM",
  "SCHD",
  "ET",
  null,
  "CHKP",
  "SCHF",
  "SCHA",
  "JD",
  "MSCI",
  "NSC",
  "NOK",
  "RDY",
  "INFY",
  null,
  "JCI",
  "MFC",
  "KDP",
  "ESLT",
  "ICL",
  "SO",
  "TAK",
  "SKM",
  "OTIS",
  "PSX",
  "CRM",
  "SHG",
  "RPRX",
  "PSO",
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  "GEV",
  "TRI.TO",
  "MCK",
  "GWW",
  null,
  "ESGU",
  "PSA",
  "AME",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BBD",
  "BNS",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "BDN",
  "BTI",
  "BR",
  "CCJ",
  "CM",
  "CNI",
  "CDNS",
  "CFFN",
  "CARR",
  "CBOE",
  "CBRE",
  "CDW",
  "CX",
  "CNC",
  "CVX",
  "LNG",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 476
Total Value: 1186341155
Accession Number: 0000838618-25-000005
Form Type: 13F-HR
CIK: pds-planning
Manager Name: Pds-Planning

Data Enrichment

91% identified

431 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

476 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 24

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921943858

VEA|921943858

Shares:1.7M

Value:$86.0M

% of Portfolio:7.2% ($86.0M/$1.2B)

464287200

IVV|464287200

Shares:142.8K

Value:$80.2M

% of Portfolio:6.8% ($80.2M/$1.2B)

464287226

Shares:700.9K

Value:$69.3M

% of Portfolio:5.8% ($69.3M/$1.2B)

922908629

VO|922908629

Shares:207.6K

Value:$53.7M

% of Portfolio:4.5% ($53.7M/$1.2B)

921908844

VIG|921908844

Shares:267.8K

Value:$51.9M

% of Portfolio:4.4% ($51.9M/$1.2B)

922042858

VWO|922042858

Shares:1.0M

Value:$45.7M

% of Portfolio:3.9% ($45.7M/$1.2B)

025072877

Shares:519.8K

Value:$45.3M

% of Portfolio:3.8% ($45.3M/$1.2B)

92203J407

BNDX|92203J407

Shares:841.7K

Value:$41.1M

% of Portfolio:3.5% ($41.1M/$1.2B)

464288646

Shares:676.7K

Value:$35.4M

% of Portfolio:3.0% ($35.4M/$1.2B)

46434V647

Shares:1.4M

Value:$33.0M

% of Portfolio:2.8% ($33.0M/$1.2B)

921937827

BSV|921937827

Shares:390.3K

Value:$30.5M

% of Portfolio:2.6% ($30.5M/$1.2B)

Apple Inc.

AAPL|037833100

Shares:107.7K

Value:$23.9M

% of Portfolio:2.0% ($23.9M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:107.5K

Value:$22.5M

% of Portfolio:1.9% ($22.5M/$1.2B)

922908611

VBR|922908611

Shares:105.4K

Value:$19.6M

% of Portfolio:1.7% ($19.6M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:45.6K

Value:$17.1M

% of Portfolio:1.4% ($17.1M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:148.5K

Value:$16.1M

% of Portfolio:1.4% ($16.1M/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:117.3K

Value:$15.6M

% of Portfolio:1.3% ($15.6M/$1.2B)

921937835

BND|921937835

Shares:205.4K

Value:$15.1M

% of Portfolio:1.3% ($15.1M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:18

Value:$14.4M

% of Portfolio:1.2% ($14.4M/$1.2B)

46432F842

IEFA|46432F842

Shares:189.7K

Value:$14.3M

% of Portfolio:1.2% ($14.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	1.7M	QoQ +3.44% (+56.3K) YoY +16.20% (+235.9K)	All Managers (Combined)	$86.0M	7.2% ($86.0M/$1.2B)	QoQ +9.95% (+$7.8M) YoY +17.73% (+$13.0M)
(IVVcusip464287200)	142.8K	QoQ +2.14% (-3.0K) YoY +36.05% (+37.8K)	All Managers (Combined)	$80.2M	6.8% ($80.2M/$1.2B)	QoQ -2.50% (-$2.1M) YoY +45.42% (+$25.1M)
(cusip464287226)✕	700.9K	QoQ +1.97% (+13.6K) YoY +33.27% (+175.0K)	All Managers (Combined)	$69.3M	5.8% ($69.3M/$1.2B)	QoQ +4.10% (+$2.7M) YoY +34.60% (+$17.8M)
(VOcusip922908629)	207.6K	QoQ +2.45% (+5.0K) YoY +481.86% (+171.9K)	All Managers (Combined)	$53.7M	4.5% ($53.7M/$1.2B)	QoQ +0.31% (+$167.8K) YoY +502.26% (+$44.8M)
(VIGcusip921908844)	267.8K	QoQ +1.80% (+4.8K) YoY +9.67% (+23.6K)	All Managers (Combined)	$51.9M	4.4% ($51.9M/$1.2B)	QoQ +0.85% (+$439.2K) YoY +16.50% (+$7.4M)
(VWOcusip922042858)	1.0M	QoQ +2.89% (+28.5K) YoY -4.65% (-49.3K)	All Managers (Combined)	$45.7M	3.9% ($45.7M/$1.2B)	QoQ +5.74% (+$2.5M) YoY +3.31% (-$1.5M)
(cusip025072877)✕	519.8K	QoQ -0.85% (-4.5K) YoY NEW(+519.8K)	All Managers (Combined)	$45.3M	3.8% ($45.3M/$1.2B)	QoQ -10.46% (-$5.3M) YoY NEW(+$45.3M)
(BNDXcusip92203J407)	841.7K	QoQ -3.61% (-31.6K) YoY +22.54% (+154.8K)	All Managers (Combined)	$41.1M	3.5% ($41.1M/$1.2B)	QoQ -4.06% (-$1.7M) YoY +21.62% (+$7.3M)
(cusip464288646)✕	676.7K	QoQ +2.10% (+13.9K) YoY +27.26% (+145.0K)	All Managers (Combined)	$35.4M	3.0% ($35.4M/$1.2B)	QoQ +3.42% (+$1.2M) YoY +29.96% (+$8.2M)
(cusip46434V647)✕	1.4M	QoQ +2.95% (+39.0K) YoY +19.40% (+221.0K)	All Managers (Combined)	$33.0M	2.8% ($33.0M/$1.2B)	QoQ +4.19% (+$1.3M) YoY +22.33% (+$6.0M)
(BSVcusip921937827)	390.3K	QoQ +1.75% (+6.7K) YoY +24.49% (+76.8K)	All Managers (Combined)	$30.5M	2.6% ($30.5M/$1.2B)	QoQ +3.08% (+$912.9K) YoY +27.11% (+$6.5M)
Apple Inc.(AAPLcusip037833100)	107.7K	QoQ +6.95% (-7.0K) YoY +17.00% (+15.6K)	All Managers (Combined)	$23.9M	2.0% ($23.9M/$1.2B)	QoQ -5.12% (-$1.3M) YoY +51.56% (+$8.1M)
AbbVie Inc.(ABBVcusip00287Y109)	107.5K	QoQ +0.33% (+361) YoY +3.75% (+3.9K)	All Managers (Combined)	$22.5M	1.9% ($22.5M/$1.2B)	QoQ +18.30% (+$3.5M) YoY +19.37% (+$3.7M)
(VBRcusip922908611)	105.4K	QoQ +14.07% (+13.0K) YoY -70.90% (-256.9K)	All Managers (Combined)	$19.6M	1.7% ($19.6M/$1.2B)	QoQ +7.23% (+$1.3M) YoY -71.75% (-$49.9M)
MICROSOFT CORP(MSFTcusip594918104)	45.6K	QoQ +9.31% (-3.9K) YoY +16.13% (+6.3K)	All Managers (Combined)	$17.1M	1.4% ($17.1M/$1.2B)	QoQ -2.64% (-$465.3K) YoY +3.61% (+$598.4K)
NVIDIA CORP(NVDAcusip67066G104)	148.5K	QoQ +8.24% (-11.3K) YoY +1073.62% (+135.8K)	All Managers (Combined)	$16.1M	1.4% ($16.1M/$1.2B)	QoQ -12.64% (-$2.3M) YoY +40.76% (+$4.7M)
ABBOTT LABORATORIES(ABTcusip002824100)	117.3K	QoQ -0.08% (-94) YoY +3.57% (+4.0K)	All Managers (Combined)	$15.6M	1.3% ($15.6M/$1.2B)	QoQ +17.18% (-$2.3M) YoY +20.87% (+$2.7M)
(BNDcusip921937835)	205.4K	QoQ +4.76% (+9.3K) YoY +23.65% (+39.3K)	All Managers (Combined)	$15.1M	1.3% ($15.1M/$1.2B)	QoQ +7.00% (+$987.6K) YoY +25.05% (+$3.0M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	18	QoQ NEW(+18) YoY NEW(+18)	All Managers (Combined)	$14.4M	1.2% ($14.4M/$1.2B)	QoQ NEW(+$14.4M) YoY NEW(+$14.4M)
(IEFAcusip46432F842)	189.7K	QoQ -1.18% (-2.3K) YoY +2.32% (+4.3K)	All Managers (Combined)	$14.3M	1.2% ($14.3M/$1.2B)	QoQ +6.36% (-$858.8K) YoY +4.30% (+$591.7K)