StockDriftsStockDriftsTop 50 PDS Planning, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.36% | 1.74M | $111.6M | -1.61%(-28.41K) | $45.36(+55.71%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.62% | 153.7K | $100.4M | +2.32%(+3.49K) | $426.26(+74.95%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.53% | 844.1K | $83.8M | +6.78%(+53.60K) | $104.43(-5.51%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.42% | 233.3K | $67.0M | +2.41%(+5.49K) | $61.54(+25.18%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.4% | 603.4K | $66.7M | +0.24%(+1.44K) | $93.10(+26.54%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.02% | 283.2K | $60.9M | +1.95%(+5.40K) | $130.96(+74.62%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.73% | 1.05M | $56.6M | +0.62%(+6.43K) | $44.54(+34.57%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.22% | 1.01M | $48.7M | +6.57%(+62.56K) | $51.86(-7.64%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.66% | 768.5K | $40.4M | +5.36%(+39.13K) | $52.37(+0.02%) | 2026-03-31 | |
| REET | ISHARES TR | 2.62% | 1.58M | $39.7M | +2.97%(+45.53K) | $24.16(+12.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.32% |
| Top 20 Holdings Unweighted | +8.40% | +27.39% |
Sign up free to track PDS Planning, Inc, compare funds side by side, and get alerts the moment positions change.