Pds Planning, Inc Top Holdings and 13F Report (2025) About Pds Planning, IncInvestment ActivityPds Planning, Inc has $1.19 billion in total holdings as of March 31, 2025.Pds Planning, Inc owns shares of 476 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Pds Planning, Inc has purchased 444 new stocks and bought additional shares in 356 stocks.Pds Planning, Inc sold shares of 54 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $85,978,126iShares Core S&P 500 ETF $80,237,033iShares Core U.S. Aggregate Bond ETF $69,333,280Vanguard Mid-Cap ETF $53,682,942Vanguard Dividend Appreciation ETF $51,941,941 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $14,371,949 Holding025072562 - Avantis Core Fixed Income ETF $588,938 Holding808524201 - Schwab US Large-Cap ETF $509,990 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $393,407 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $392,667 Holding Largest Purchases this Quarter Berkshire Hathaway 18 shares (about $14.37M)Vanguard FTSE Developed Markets ETF 56,290 shares (about $2.86M)Vanguard Small-Cap Value ETF 13,009 shares (about $2.42M)iShares Core International Aggregate Bond ETF 46,688 shares (about $2.33M)Berkshire Hathaway 4,006 shares (about $2.13M) Largest Sales this Quarter Vanguard Total International Bond ETF 31,582 shares (about $1.54M)Avantis U.S. Small Cap Value ETF 4,476 shares (about $390.17K)Vanguard Information Technology ETF 699 shares (about $379.03K)Vanguard FTSE All-World ex-US ETF 5,429 shares (about $329.32K)JPMorgan Ultra-Short Income ETF 4,015 shares (about $203.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPds Planning, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$85,978,126$2,861,221 ▲3.4%1,691,4847.2%ETFIVViShares Core S&P 500 ETF$80,237,033$1,684,013 ▲2.1%142,7966.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$69,333,280$1,345,014 ▲2.0%700,9035.8%FinanceVOVanguard Mid-Cap ETF$53,682,942$1,284,304 ▲2.5%207,5754.5%ETFVIGVanguard Dividend Appreciation ETF$51,941,941$923,198 ▲1.8%267,7564.4%ETFVWOVanguard FTSE Emerging Markets ETF$45,722,507$1,287,828 ▲2.9%1,010,2193.9%ETFAVUVAvantis U.S. Small Cap Value ETF$45,312,999$390,173 ▼-0.9%519,8233.8%ETFBNDXVanguard Total International Bond ETF$41,089,714$1,541,834 ▼-3.6%841,6573.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$35,439,194$729,828 ▲2.1%676,7083.0%ManufacturingREETiShares Global REIT ETF$32,982,067$945,582 ▲3.0%1,359,5252.8%ETFBSVVanguard Short-Term Bond ETF$30,549,088$525,494 ▲1.8%390,2542.6%ETFAAPLApple$23,912,495$1,555,797 ▲7.0%107,6512.0%Computer and TechnologyABBVAbbVie$22,515,441$75,637 ▲0.3%107,4621.9%MedicalVBRVanguard Small-Cap Value ETF$19,639,668$2,423,452 ▲14.1%105,4251.7%ETFMSFTMicrosoft$17,128,956$1,459,509 ▲9.3%45,6301.4%Computer and TechnologyNVDANVIDIA$16,091,674$1,225,666 ▲8.2%148,4751.4%Computer and TechnologyABTAbbott Laboratories$15,562,812$12,469 ▼-0.1%117,3221.3%MedicalBNDVanguard Total Bond Market ETF$15,087,237$685,657 ▲4.8%205,4081.3%ETFBRK.ABerkshire Hathaway$14,371,949$14,371,949 ▲New Holding181.2%FinanceIEFAiShares Core MSCI EAFE ETF$14,348,457$171,952 ▼-1.2%189,6691.2%ETFIJHiShares Core S&P Mid-Cap ETF$13,646,252$685,671 ▲5.3%233,8691.2%ETFBRK.BBerkshire Hathaway$13,578,660$2,133,516 ▲18.6%25,4961.1%FinanceJPMJPMorgan Chase & Co.$11,690,846$268,606 ▲2.4%47,6591.0%FinanceVTEBVanguard Tax-Exempt Bond ETF$11,660,791$89,663 ▲0.8%235,0021.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,759,375$92,937 ▼-0.9%199,3580.9%ETFVBVanguard Small-Cap ETF$10,149,945$21,510 ▼-0.2%45,7720.9%ETFAMZNAmazon.com$9,915,239$1,152,408 ▲13.2%52,1140.8%Retail/WholesaleMUBiShares National Muni Bond ETF$9,885,447$118,093 ▲1.2%93,7540.8%ETFIAGGiShares Core International Aggregate Bond ETF$9,846,502$2,333,938 ▲31.1%196,9690.8%ETFSUBiShares Short-Term National Muni Bond ETF$7,017,412$90,182 ▼-1.3%66,4530.6%ETFVEUVanguard FTSE All-World ex-US ETF$6,763,722$329,324 ▼-4.6%111,5020.6%ETFMETAMeta Platforms$6,392,985$658,203 ▲11.5%11,0920.5%Computer and TechnologyVTVanguard Total World Stock ETF$6,293,572$202,102 ▲3.3%54,2780.5%ETFPGProcter & Gamble$6,266,173$191,552 ▲3.2%36,7690.5%Consumer StaplesVNQVanguard Real Estate ETF$5,825,655$367,867 ▲6.7%64,3430.5%ETFVTIVanguard Total Stock Market ETF$5,796,276$12,642 ▼-0.2%21,0900.5%ETFGOOGAlphabet$5,737,989$278,088 ▲5.1%36,7280.5%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$5,643,154$351,884 ▲6.7%110,9760.5%ETFLLYEli Lilly and Company$5,552,099$657,464 ▲13.4%6,7220.5%MedicalGOOGLAlphabet$5,524,245$473,356 ▲9.4%35,7230.5%Computer and TechnologyOUNZVan Eck Merk Gold Trust$5,056,8290.0%167,7780.4%ETFVIGIVanguard International Dividend Appreciation ETF$4,977,218$104,172 ▼-2.1%60,0100.4%ETFVVVanguard Large-Cap ETF$4,876,377$1,651,162 ▲51.2%18,9720.4%ETFVOOVanguard S&P 500 ETF$4,523,711$280,066 ▲6.6%8,8030.4%ETFAVGOBroadcom$4,430,133$335,190 ▲8.2%26,4600.4%Computer and TechnologyKOCoca-Cola$4,285,260$127,842 ▲3.1%59,8330.4%Consumer StaplesUPSUnited Parcel Service$3,811,007$7,259 ▲0.2%34,6490.3%TransportationTSLATesla$3,740,975$322,654 ▲9.4%14,4350.3%Auto/Tires/TrucksVVisa$3,552,395$238,322 ▲7.2%10,1360.3%Business ServicesSPYSPDR S&P 500 ETF Trust$3,395,792$8,390 ▲0.2%6,0710.3%FinanceTSMTaiwan Semiconductor Manufacturing$3,272,192$343,620 ▲11.7%19,7120.3%Computer and TechnologyJNJJohnson & Johnson$3,082,273$263,517 ▲9.3%18,5860.3%MedicalDEDeere & Company$2,985,511$22,998 ▲0.8%6,3610.3%IndustrialsXOMExxon Mobil$2,959,292$266,043 ▲9.9%24,8830.2%EnergyCINFCincinnati Financial$2,925,309$8,272 ▲0.3%19,8030.2%FinanceCOSTCostco Wholesale$2,725,790$225,100 ▲9.0%2,8820.2%Retail/WholesaleNOWServiceNow$2,694,934$85,983 ▲3.3%3,3850.2%Computer and TechnologyMAMastercard$2,598,637$187,457 ▲7.8%4,7410.2%Business ServicesHDHome Depot$2,569,728$149,889 ▲6.2%7,0120.2%Retail/WholesaleORCLOracle$2,556,566$98,706 ▲4.0%18,2860.2%Computer and TechnologyUNHUnitedHealth Group$2,516,666$278,116 ▲12.4%4,8050.2%MedicalWMTWalmart$2,502,550$183,218 ▲7.9%28,5060.2%Retail/WholesaleSDYSPDR S&P Dividend ETF$2,200,046$41,654 ▼-1.9%16,2150.2%ETFNFLXNetflix$2,196,108$192,101 ▲9.6%2,3550.2%Consumer DiscretionaryISTBiShares Core 1-5 Year USD Bond ETF$2,087,224$15,472 ▼-0.7%43,1690.2%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,040,404$130,020 ▲6.8%39,4050.2%ETFVTVVanguard Value ETF$1,990,243$2,073 ▼-0.1%11,5220.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,892,0090.0%57,3510.2%ETFCVXChevron$1,771,390$164,609 ▲10.2%10,5890.1%EnergyETNEaton$1,720,140$31,804 ▲1.9%6,3280.1%IndustrialsJEPIJPMorgan Equity Premium Income ETF$1,697,203$145,876 ▲9.4%29,7030.1%ETFGLDMSPDR Gold MiniShares Trust$1,666,709$7,489 ▼-0.4%26,9300.1%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,639,491$35,837 ▼-2.1%14,1820.1%ETFGLDSPDR Gold Shares$1,555,956$134,561 ▲9.5%5,4000.1%FinanceMRKMerck & Co., Inc.$1,504,970$80,064 ▲5.6%16,7670.1%MedicalTMOThermo Fisher Scientific$1,496,286$103,999 ▲7.5%3,0070.1%MedicalHBANHuntington Bancshares$1,454,631$382,124 ▲35.6%96,9110.1%FinanceADBEAdobe$1,449,743$64,049 ▲4.6%3,7800.1%Computer and TechnologyPEPPepsiCo$1,434,956$158,340 ▲12.4%9,5700.1%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$1,426,314$16,499 ▲1.2%18,0680.1%ETFJPSTJPMorgan Ultra-Short Income ETF$1,422,953$203,279 ▼-12.5%28,1050.1%ETFGEGE Aerospace$1,410,657$135,702 ▲10.6%7,0480.1%IndustrialsIBMInternational Business Machines$1,390,980$146,956 ▲11.8%5,5940.1%Computer and TechnologyCSCOCisco Systems$1,384,967$139,219 ▲11.2%22,4430.1%Computer and TechnologyADPAutomatic Data Processing$1,383,958$50,104 ▲3.8%4,5300.1%Business ServicesCRMSalesforce$1,369,441$105,197 ▲8.3%5,1030.1%Computer and TechnologyMCDMcDonald's$1,281,060$133,073 ▲11.6%4,1010.1%Retail/WholesaleLINDE PLC$1,274,457$198,363 ▲18.4%2,7370.1%SHSSAPSAP$1,216,302$108,450 ▲9.8%4,5310.1%Computer and TechnologySCHBSchwab US Broad Market ETF$1,200,163$58,475 ▼-4.6%55,7440.1%ETFBACBank of America$1,175,774$79,829 ▲7.3%28,1760.1%FinanceTXNTexas Instruments$1,149,534$95,959 ▲9.1%6,3970.1%Computer and TechnologyCOPConocoPhillips$1,136,378$116,883 ▲11.5%10,8210.1%EnergyJPIEJPMorgan Income ETF$1,115,828$395,930 ▲55.0%24,2200.1%ETFXLKTechnology Select Sector SPDR Fund$1,111,377$868,741 ▲358.0%5,3820.1%ETFNEENextEra Energy$1,103,744$113,352 ▲11.4%15,5700.1%UtilitiesLOWLowe's Companies$1,094,121$60,409 ▲5.8%4,6910.1%Retail/WholesaleSPYINEOS S&P 500 High Income ETF$1,067,143$94,201 ▲9.7%22,2830.1%ETFASMLASML$1,055,570$156,381 ▲17.4%1,5930.1%Computer and TechnologySHOPShopify$1,038,250$8,116 ▼-0.8%10,8740.1%Computer and TechnologyShowing largest 100 holdings. 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