PDS Planning, Inc Diversified Active

CIK: 0000838618 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 20, 2021

Total Value ($000): $344,499 (100.0% shares, 0.0% debt)

Holdings (175)

VEA VANGUARD TAX-MANAGED INTL FD 8.6%
Value ($000) $29,492 Shares 600,533 Est. Cost $42.95 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.7%
Value ($000) $23,237 Shares 157,988 Est. Cost $109.08 Unrealized
VBR VANGUARD INDEX FDS 6.5%
Value ($000) $22,246 Shares 134,328 Est. Cost $105.43 Unrealized
AGG ISHARES TR 4.8%
Value ($000) $16,444 Shares 144,462 Est. Cost $116.43 Unrealized
IVV ISHARES TR 4.5%
Value ($000) $15,591 Shares 39,192 Est. Cost $314.41 Unrealized
IJH ISHARES TR 4.2%
Value ($000) $14,390 Shares 55,287 Est. Cost $260.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.1%
Value ($000) $14,138 Shares 271,632 Est. Cost $43.75 Unrealized
BNDX VANGUARD CHARLOTTE FDS 3.4%
Value ($000) $11,849 Shares 207,448 Est. Cost $57.59 Unrealized
ABT ABBOTT LABS 3.2%
Value ($000) $11,009 Shares 91,868 Est. Cost $48.63 Unrealized +123.4%
ABBV ABBVIE INC 2.6%
Value ($000) $8,897 Shares 82,213 Est. Cost $66.99 Unrealized +32.7%
BSV VANGUARD BD INDEX FDS 2.5%
Value ($000) $8,773 Shares 106,744 Est. Cost $82.70 Unrealized
IGSB ISHARES TR 2.4%
Value ($000) $8,136 Shares 148,801 Est. Cost $64.34 Unrealized
REET ISHARES TR 2.1%
Value ($000) $7,180 Shares 281,803 Est. Cost $22.45 Unrealized
IEFA ISHARES TR 2.0%
Value ($000) $6,814 Shares 94,575 Est. Cost $57.53 Unrealized
UPS UNITED PARCEL SERVICE INC 1.7%
Value ($000) $5,990 Shares 35,240 Est. Cost $87.75 Unrealized +50.4%
AAPL APPLE INC 1.5%
Value ($000) $5,162 Shares 42,260 Est. Cost $95.54 Unrealized +30.9%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $4,997 Shares 22,574 Est. Cost $160.82 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value ($000) $4,284 Shares 20,012 Est. Cost $131.04 Unrealized
IEMG ISHARES INC 1.2%
Value ($000) $4,278 Shares 66,477 Est. Cost $49.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $4,190 Shares 16,401 Est. Cost $206.39 Unrealized +17.7%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $4,139 Shares 20,023 Est. Cost $136.95 Unrealized
SUB ISHARES TR 1.2%
Value ($000) $4,131 Shares 38,309 Est. Cost $105.79 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $4,072 Shares 31,722 Est. Cost $96.45 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.2%
Value ($000) $3,995 Shares 48,236 Est. Cost $62.52 Unrealized
GAL SSGA ACTIVE ETF TR 1.1%
Value ($000) $3,853 Shares 87,649 Est. Cost $36.39 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $3,839 Shares 25,221 Est. Cost $95.51 Unrealized +33.2%
VEU VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $3,747 Shares 61,749 Est. Cost $48.98 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $3,354 Shares 36,515 Est. Cost $78.70 Unrealized
MUB ISHARES TR 1.0%
Value ($000) $3,278 Shares 28,249 Est. Cost $112.45 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,083 Shares 22,767 Est. Cost $77.84 Unrealized +48.6%
NIO NIO INC 0.8%
Value ($000) $2,893 Shares 74,216 Est. Cost $7.07 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $2,874 Shares 54,527 Est. Cost $35.79 Unrealized +21.2%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,813 Shares 909 Est. Cost $86.42 Unrealized +83.4%
OUNZ VANECK MERK GOLD TR 0.8%
Value ($000) $2,795 Shares 168,095 Est. Cost $17.55 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,705 Shares 11,472 Est. Cost $126.98 Unrealized +75.5%
SDY SPDR SER TR 0.8%
Value ($000) $2,695 Shares 22,834 Est. Cost $94.96 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,287 Shares 23,504 Est. Cost $72.98 Unrealized
DE DEERE & CO 0.6%
Value ($000) $2,125 Shares 5,679 Est. Cost $129.52 Unrealized +137.4%
CINF CINCINNATI FINL CORP 0.6%
Value ($000) $1,967 Shares 19,079 Est. Cost $59.81 Unrealized +41.8%
ISTB ISHARES TR 0.4%
Value ($000) $1,296 Shares 25,273 Est. Cost $50.11 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,258 Shares 7,653 Est. Cost $115.85 Unrealized +21.5%
L BRANDS INC 0.3%
Value ($000) $1,204 Shares 19,459 Est. Cost $48.54 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,165 Shares 2,940 Est. Cost $288.21 Unrealized
IWN ISHARES TR 0.3%
Value ($000) $1,112 Shares 6,973 Est. Cost $121.11 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,047 Shares 506 Est. Cost $71.92 Unrealized +36.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,019 Shares 2,738 Est. Cost $253.42 Unrealized +26.1%
GOOGL ALPHABET INC 0.3%
Value ($000) $941 Shares 456 Est. Cost $70.41 Unrealized +39.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $938 Shares 5,085 Est. Cost $119.02 Unrealized +51.4%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $916 Shares 2,514 Est. Cost $304.22 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $907 Shares 5,672 Est. Cost $128.84 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $884 Shares 2,895 Est. Cost $181.01 Unrealized +35.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $874 Shares 11,555 Est. Cost $58.68 Unrealized +17.3%
WOR WORTHINGTON INDS INC 0.3%
Value ($000) $872 Shares 13,003 Est. Cost $22.44 Unrealized +70.3%
META FACEBOOK INC 0.2%
Value ($000) $802 Shares 2,723 Est. Cost $198.08 Unrealized +35.0%
ETN EATON CORP PLC 0.2%
Value ($000) $797 Shares 5,766 Est. Cost $70.43 Unrealized +68.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $793 Shares 6,706 Est. Cost $62.79 Unrealized
GEF GREIF INC 0.2%
Value ($000) $787 Shares 13,801 Est. Cost $33.86 Unrealized +29.7%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $775 Shares 3,420 Est. Cost $223.18 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $742 Shares 13,295 Est. Cost $53.21 Unrealized -18.6%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $729 Shares 8,611 Est. Cost $58.80 Unrealized +14.8%
EFAV ISHARES TR 0.2%
Value ($000) $716 Shares 9,814 Est. Cost $69.75 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $681 Shares 9,839 Est. Cost $53.81 Unrealized
V VISA INC 0.2%
Value ($000) $631 Shares 2,980 Est. Cost $172.28 Unrealized +17.9%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $616 Shares 6,623 Est. Cost $87.07 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $611 Shares 10,508 Est. Cost $36.85 Unrealized +14.7%
PFE PFIZER INC 0.2%
Value ($000) $605 Shares 16,699 Est. Cost $26.11 Unrealized +7.4%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $588 Shares 10,753 Est. Cost $53.54 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $584 Shares 11,289 Est. Cost $38.13 Unrealized +6.5%
T AT&T INC 0.2%
Value ($000) $581 Shares 19,189 Est. Cost $15.61 Unrealized +3.4%
TSLA TESLA INC 0.2%
Value ($000) $574 Shares 860 Est. Cost $108.47 Unrealized +131.5%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $573 Shares 5,670 Est. Cost $91.28 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $565 Shares 10,444 Est. Cost $34.42 Unrealized +34.1%
PEP PEPSICO INC 0.2%
Value ($000) $543 Shares 3,840 Est. Cost $101.52 Unrealized +16.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $530 Shares 5,062 Est. Cost $82.57 Unrealized -3.6%
PXF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $529 Shares 11,440 Est. Cost $42.48 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $521 Shares 8,142 Est. Cost $44.52 Unrealized +21.5%
ORCL ORACLE CORP 0.1%
Value ($000) $516 Shares 7,351 Est. Cost $45.27 Unrealized +33.9%
ACWV ISHARES INC 0.1%
Value ($000) $494 Shares 5,003 Est. Cost $85.14 Unrealized
MMM 3M CO 0.1%
Value ($000) $485 Shares 2,515 Est. Cost $132.79 Unrealized -5.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $480 Shares 1,975 Est. Cost $162.13 Unrealized +55.4%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $478 Shares 30,430 Est. Cost $9.73 Unrealized +23.7%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $470 Shares 880 Est. Cost $11.90 Unrealized +12.6%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $452 Shares 2,758 Est. Cost $75.69 Unrealized +102.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $445 Shares 1,251 Est. Cost $289.78 Unrealized +17.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $444 Shares 8,388 Est. Cost $41.42 Unrealized -0.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $442 Shares 929 Est. Cost $404.71 Unrealized +15.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $435 Shares 3,979 Est. Cost $76.33 Unrealized +23.2%
LOW LOWES COS INC 0.1%
Value ($000) $418 Shares 2,198 Est. Cost $105.44 Unrealized +48.9%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $416 Shares 10,744 Est. Cost $22.20 Unrealized +38.0%
ISHARES GOLD TR 0.1%
Value ($000) $402 Shares 24,739 Est. Cost $16.98 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $397 Shares 7,180 Est. Cost $38.20 Unrealized +5.5%
UNP UNION PAC CORP 0.1%
Value ($000) $390 Shares 1,771 Est. Cost $154.14 Unrealized +22.0%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $389 Shares 9,077 Est. Cost $40.41 Unrealized
BA BOEING CO 0.1%
Value ($000) $387 Shares 1,520 Est. Cost $193.39 Unrealized +14.9%
SUSB ISHARES TR 0.1%
Value ($000) $385 Shares 14,819 Est. Cost $24.71 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $377 Shares 7,369 Est. Cost $32.86 Unrealized -7.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $375 Shares 1,674 Est. Cost $167.74 Unrealized +14.0%
ESGD ISHARES TR 0.1%
Value ($000) $374 Shares 4,933 Est. Cost $64.09 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $374 Shares 7,930 Est. Cost $45.88 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $371 Shares 1,985 Est. Cost $116.80 Unrealized +59.3%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $371 Shares 1,034 Est. Cost $221.86 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $366 Shares 1,934 Est. Cost $105.01 Unrealized +44.1%
NI NISOURCE INC 0.1%
Value ($000) $356 Shares 14,781 Est. Cost $21.83 Unrealized -12.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $355 Shares 481 Est. Cost $146.70 Unrealized +55.5%
DHR DANAHER CORPORATION 0.1%
Value ($000) $355 Shares 1,579 Est. Cost $196.00 Unrealized +1.4%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $347 Shares 2,224 Est. Cost $154.77 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $347 Shares 3,841 Est. Cost $62.06 Unrealized +25.4%
PSX PHILLIPS 66 0.1%
Value ($000) $344 Shares 4,216 Est. Cost $73.76 Unrealized -12.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $331 Shares 1,037 Est. Cost $209.00 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $327 Shares 4,238 Est. Cost $52.47 Unrealized +20.2%
EEMV ISHARES INC 0.1%
Value ($000) $318 Shares 5,032 Est. Cost $58.28 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $317 Shares 5,217 Est. Cost $45.57 Unrealized +7.4%
WMT WALMART INC 0.1%
Value ($000) $302 Shares 2,224 Est. Cost $40.30 Unrealized +7.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $297 Shares 481 Est. Cost $493.94 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $286 Shares 3,764 Est. Cost $56.16 Unrealized +4.1%
PYZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $280 Shares 3,372 Est. Cost $66.78 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $278 Shares 4,091 Est. Cost $51.82 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $274 Shares 1,808 Est. Cost $113.73 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $274 Shares 1,294 Est. Cost $219.16 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $272 Shares 2,042 Est. Cost $100.90 Unrealized -2.8%
CI CIGNA CORP NEW 0.1%
Value ($000) $271 Shares 1,120 Est. Cost $181.28 Unrealized +12.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $266 Shares 720 Est. Cost $323.55 Unrealized -7.3%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $264 Shares 1,027 Est. Cost $257.06 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $262 Shares 742 Est. Cost $285.03 Unrealized +15.7%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $262 Shares 1,145 Est. Cost $206.78 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $259 Shares 2,729 Est. Cost $81.18 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $258 Shares 1,304 Est. Cost $163.21 Unrealized 0.0%
WEN WENDYS CO 0.1%
Value ($000) $252 Shares 12,420 Est. Cost $18.65 Unrealized +11.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $249 Shares 1,322 Est. Cost $149.33 Unrealized +4.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $247 Shares 3,280 Est. Cost $55.22 Unrealized +12.8%
ELV ANTHEM INC 0.1%
Value ($000) $245 Shares 682 Est. Cost $287.33 Unrealized +4.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $245 Shares 1,057 Est. Cost $189.09 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $243 Shares 1,830 Est. Cost $96.26 Unrealized +34.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $242 Shares 1,743 Est. Cost $99.61 Unrealized +11.3%
SHOP SHOPIFY INC 0.1%
Value ($000) $242 Shares 219 Est. Cost $120.82 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $241 Shares 2,495 Est. Cost $91.02 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $236 Shares 2,226 Est. Cost $87.56 Unrealized +1.3%
NVS NOVARTIS AG 0.1%
Value ($000) $233 Shares 2,730 Est. Cost $87.11 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $232 Shares 2,405 Est. Cost $75.46 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $231 Shares 3,659 Est. Cost $50.04 Unrealized +2.0%
UNILEVER PLC 0.1%
Value ($000) $228 Shares 4,079 Est. Cost $60.02 Unrealized
GLW CORNING INC 0.1%
Value ($000) $227 Shares 5,213 Est. Cost $33.60 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $226 Shares 1,690 Est. Cost $105.71 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $225 Shares 4,523 Est. Cost $54.13 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $221 Shares 1,091 Est. Cost $127.95 Unrealized +81.2%
ACWI ISHARES TR 0.1%
Value ($000) $221 Shares 2,320 Est. Cost $90.52 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $218 Shares 5,037 Est. Cost $43.28 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $217 Shares 1,840 Est. Cost $95.39 Unrealized +6.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $216 Shares 2,957 Est. Cost $51.87 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.1%
Value ($000) $214 Shares 6,045 Est. Cost $40.33 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $214 Shares 1,849 Est. Cost $101.06 Unrealized 0.0%
IWP ISHARES TR 0.1%
Value ($000) $212 Shares 2,076 Est. Cost $102.60 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $210 Shares 403 Est. Cost $53.04 Unrealized 0.0%
SONY SONY CORP 0.1%
Value ($000) $209 Shares 1,971 Est. Cost $106.04 Unrealized
KB KB FINL GROUP INC 0.1%
Value ($000) $207 Shares 4,196 Est. Cost $49.33 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $206 Shares 768 Est. Cost $228.85 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP 0.1%
Value ($000) $205 Shares 22,467 Est. Cost $2.28 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $205 Shares 443 Est. Cost $41.65 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $200 Shares 439 Est. Cost $471.13 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $198 Shares 1,508 Est. Cost $131.30 Unrealized
INFY INFOSYS LTD 0.1%
Value ($000) $191 Shares 10,184 Est. Cost $18.75 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $177 Shares 13,452 Est. Cost $10.59 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $170 Shares 3,196 Est. Cost $41.09 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $158 Shares 716 Est. Cost $196.10 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $129 Shares 17,838 Est. Cost $5.67 Unrealized
WIT WIPRO LTD 0.0%
Value ($000) $117 Shares 18,427 Est. Cost $4.08 Unrealized
LPL LG DISPLAY CO LTD 0.0%
Value ($000) $110 Shares 11,046 Est. Cost $6.83 Unrealized
WORLD GOLD TR 0.0%
Value ($000) $96 Shares 5,658 Est. Cost $18.78 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $91 Shares 1,483 Est. Cost $61.36 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $91 Shares 912 Est. Cost $89.47 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $85 Shares 11,086 Est. Cost $6.06 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $67 Shares 24,319 Est. Cost $2.59 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.0%
Value ($000) $58 Shares 15,275 Est. Cost $3.52 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $58 Shares 20,063 Est. Cost $2.50 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized