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

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464287507

IJH|464287507

Shares:233.9K

Value:$13.6M

% of Portfolio:1.2% ($13.6M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:25.5K

Value:$13.6M

% of Portfolio:1.1% ($13.6M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:47.7K

Value:$11.7M

% of Portfolio:1.0% ($11.7M/$1.2B)

922907746

VTEB|922907746

Shares:235.0K

Value:$11.7M

% of Portfolio:1.0% ($11.7M/$1.2B)

46434G103

IEMG|46434G103

Shares:199.4K

Value:$10.8M

% of Portfolio:0.9% ($10.8M/$1.2B)

922908751

VB|922908751

Shares:45.8K

Value:$10.1M

% of Portfolio:0.9% ($10.1M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:52.1K

Value:$9.9M

% of Portfolio:0.8% ($9.9M/$1.2B)

464288414

MUB|464288414

Shares:93.8K

Value:$9.9M

% of Portfolio:0.8% ($9.9M/$1.2B)

46435G672

Shares:197.0K

Value:$9.8M

% of Portfolio:0.8% ($9.8M/$1.2B)

464288158

Shares:66.5K

Value:$7.0M

% of Portfolio:0.6% ($7.0M/$1.2B)

922042775

VEU|922042775

Shares:111.5K

Value:$6.8M

% of Portfolio:0.6% ($6.8M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:11.1K

Value:$6.4M

% of Portfolio:0.5% ($6.4M/$1.2B)

922042742

VT|922042742

Shares:54.3K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:36.8K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

922908553

VNQ|922908553

Shares:64.3K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

922908769

VTI|922908769

Shares:21.1K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:36.7K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

46641Q654

Shares:111.0K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:6.7K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:35.7K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	233.9K	QoQ +5.29% (-11.8K) YoY -72.02% (-602.0K)	All Managers (Combined)	$13.6M	1.2% ($13.6M/$1.2B)	QoQ -1.40% (-$193.9K) YoY -73.12% (-$37.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	25.5K	QoQ +18.64% (+4.0K) YoY +22.39% (+4.7K)	All Managers (Combined)	$13.6M	1.1% ($13.6M/$1.2B)	QoQ +39.39% (+$3.8M) YoY +55.01% (+$4.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	47.7K	QoQ +2.35% (+1.1K) YoY +19.01% (+7.6K)	All Managers (Combined)	$11.7M	1.0% ($11.7M/$1.2B)	QoQ +4.73% (+$528.9K) YoY +45.75% (+$3.7M)
(VTEBcusip922907746)	235.0K	QoQ +0.77% (-1.8K) YoY +8.11% (+17.6K)	All Managers (Combined)	$11.7M	1.0% ($11.7M/$1.2B)	QoQ -0.25% (-$29.3K) YoY +6.02% (+$662.5K)
(IEMGcusip46434G103)	199.4K	QoQ -0.85% (-1.7K) YoY -1.98% (-4.0K)	All Managers (Combined)	$10.8M	0.9% ($10.8M/$1.2B)	QoQ +2.46% (-$259.0K) YoY +2.51% (-$264.4K)
(VBcusip922908751)	45.8K	QoQ -0.21% (-97) YoY -6.83% (-3.4K)	All Managers (Combined)	$10.1M	0.9% ($10.1M/$1.2B)	QoQ -7.90% (-$871.4K) YoY -9.62% (-$1.1M)
AMAZON COM INC(AMZNcusip023135106)	52.1K	QoQ +13.15% (-6.1K) YoY +27.93% (+11.4K)	All Managers (Combined)	$9.9M	0.8% ($9.9M/$1.2B)	QoQ -1.87% (-$189.2K) YoY +34.93% (+$2.6M)
(MUBcusip464288414)	93.8K	QoQ +1.20% (+1.1K) YoY +19.73% (+15.5K)	All Managers (Combined)	$9.9M	0.8% ($9.9M/$1.2B)	QoQ +0.15% (+$15.3K) YoY +17.33% (+$1.5M)
(cusip46435G672)✕	197.0K	QoQ +31.06% (+46.7K) YoY +28.20% (+43.3K)	All Managers (Combined)	$9.8M	0.8% ($9.8M/$1.2B)	QoQ +31.25% (+$2.3M) YoY +28.31% (+$2.2M)
(cusip464288158)✕	66.5K	QoQ -1.26% (-854) YoY +26.22% (+13.8K)	All Managers (Combined)	$7.0M	0.6% ($7.0M/$1.2B)	QoQ -1.15% (-$82.1K) YoY +27.27% (+$1.5M)
(VEUcusip922042775)	111.5K	QoQ -4.64% (-5.4K) YoY -4.82% (-5.7K)	All Managers (Combined)	$6.8M	0.6% ($6.8M/$1.2B)	QoQ +0.75% (-$50.7K) YoY -1.56% (-$107.5K)
Meta Platforms, Inc.(METAcusip30303M102)	11.1K	QoQ +11.47% (+1.1K) YoY +19.62% (+1.8K)	All Managers (Combined)	$6.4M	0.5% ($6.4M/$1.2B)	QoQ +9.73% (+$567.1K) YoY +41.99% (+$1.9M)
(VTcusip922042742)	54.3K	QoQ +3.31% (+1.7K) YoY +21.29% (+9.5K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +1.97% (+$121.7K) YoY +27.27% (+$1.3M)
PROCTER & GAMBLE Co(PGcusip742718109)	36.8K	QoQ +3.15% (+1.1K) YoY +12.81% (+4.2K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +4.85% (+$290.3K) YoY +18.49% (+$978.2K)
(VNQcusip922908553)	64.3K	QoQ +6.74% (+4.1K) YoY +12.50% (+7.2K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ +8.48% (+$455.9K) YoY +17.78% (+$879.8K)
(VTIcusip922908769)	21.1K	QoQ -0.21% (-46) YoY +5.19% (+1.0K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ -5.37% (-$329.1K) YoY +11.24% (+$585.9K)
Alphabet Inc.(GOOGcusip02079K107)	36.7K	QoQ +5.09% (-1.8K) YoY +27.79% (+8.0K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ -13.78% (-$917.5K) YoY +31.12% (+$1.4M)
(cusip46641Q654)✕	111.0K	QoQ +6.65% (+6.9K) YoY -22.49% (-32.2K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +6.94% (+$366.5K) YoY -22.33% (-$1.6M)
ELI LILLY & Co(LLYcusip532457108)	6.7K	QoQ +13.43% (+796) YoY +32.71% (+1.7K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +21.35% (+$977.1K) YoY +40.90% (+$1.6M)
Alphabet Inc.(GOOGLcusip02079K305)	35.7K	QoQ +9.37% (-3.1K) YoY +26.67% (+7.5K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ -10.65% (-$658.8K) YoY +29.78% (+$1.3M)