Notify me when PDS Planning, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 553 | $1,496,971,868 | +$51,402,649 | -$16,958,245 | +$34,444,404 | VEA, IVV, AGG, VO, AVUV | 13F-HR | 26 Jan 2026, 13:45 |
| Q3 2025 | 540 | $1,445,817,833 | +$38,272,610 | -$13,746,292 | +$24,526,318 | VEA, IVV, AGG, VO, VIG | 13F-HR | 21 Oct 2025, 13:24 |
| Q2 2025 | 516 | $1,341,803,078 | +$86,840,632 | -$9,834,796 | +$77,005,836 | VEA, IVV, AGG, VO, VIG | 13F-HR | 24 Jul 2025, 15:39 |
| Q1 2025 | 476 | $1,186,341,155 | +$76,639,042 | -$6,727,204 | +$69,911,838 | VEA, IVV, AGG, VO, VIG | 13F-HR | 23 Apr 2025, 18:02 |
| Q4 2024 | 444 | $1,125,642,696 | +$50,287,973 | -$16,259,759 | +$34,028,214 | IVV, VEA, AGG, VO, VIG | 13F-HR | 10 Feb 2025, 17:18 |
| Q3 2024 | 443 | $1,115,790,738 | +$173,285,715 | -$108,894,632 | +$64,391,083 | VEA, IVV, AGG, VO, VIG | 13F-HR | 29 Oct 2024, 19:07 |
| Q2 2024 | 396 | $991,154,245 | +$58,651,182 | -$8,596,847 | +$50,054,335 | VEA, VBR, IVV, AGG, IJH | 13F-HR | 07 Aug 2024, 17:57 |
| Q1 2024 | 397 | $951,679,195 | +$69,587,809 | -$5,157,548 | +$64,430,261 | VEA, VBR, IVV, AGG, IJH | 13F-HR | 01 May 2024, 15:28 |
| Q4 2023 | 365 | $877,983,265 | +$59,656,411 | -$21,835,439 | +$37,820,972 | VEA, VBR, IVV, AGG, IJH | 13F-HR | 01 Feb 2024, 15:24 |
| Q3 2023 | 338 | $772,954,565 | +$27,557,410 | -$9,096,225 | +$18,461,185 | VEA, VBR, AGG, IVV, IJH | 13F-HR | 20 Oct 2023, 18:51 |
| Q2 2023 | 340 | $782,091,830 | +$55,127,593 | -$21,664,618 | +$33,462,975 | VEA, VBR, AGG, IVV, IJH | 13F-HR | 20 Jul 2023, 17:44 |
| Q1 2023 | 305 | $725,300,898 | +$78,208,374 | -$3,262,879 | +$74,945,495 | VEA, VBR, AGG, IVV, IJH | 13F-HR | 01 May 2023, 18:09 |
| Q4 2022 | 225 | $625,676,931 | +$49,822,254 | -$15,587,058 | +$34,235,196 | VEA, VBR, AGG, IVV, VIG | 13F-HR | 26 Jan 2023, 17:40 |
| Q3 2022 | 203 | $549,326,000 | +$54,635,496 | -$18,062,628 | +$36,572,868 | VBR, VEA, AGG, IVV, VWO | 13F-HR | 02 Nov 2022, 12:39 |
| Q2 2022 | 215 | $552,512,000 | +$71,203,867 | -$17,249,547 | +$53,954,320 | VEA, VBR, AGG, IVV, VIG | 13F-HR | 14 Jul 2022, 18:09 |
| Q1 2022 | 237 | $568,252,000 | +$78,970,964 | -$13,071,850 | +$65,899,114 | VEA, VBR, VIG, IVV, AGG | 13F-HR | 15 Apr 2022, 17:33 |
| Q4 2021 | 219 | $522,463,000 | +$71,090,960 | -$7,632,641 | +$63,458,319 | VEA, VBR, VIG, IVV, AGG | 13F-HR | 24 Jan 2022, 18:39 |
| Q3 2021 | 211 | $433,397,000 | +$36,289,910 | -$5,383,924 | +$30,905,986 | VEA, VBR, VIG, IVV, AGG | 13F-HR | 22 Oct 2021, 14:58 |
| Q2 2021 | 199 | $410,685,000 | +$52,908,780 | -$4,002,996 | +$48,905,784 | VEA, VBR, VIG, IVV, AGG | 13F-HR | 26 Jul 2021, 15:40 |
| Q1 2021 | 175 | $344,499,000 | +$45,351,620 | -$5,083,260 | +$40,268,360 | VEA, VIG, VBR, AGG, IVV | 13F-HR | 19 Apr 2021, 21:43 |
| Q4 2020 | 161 | $291,338,000 | +$29,013,077 | -$10,792,382 | +$18,220,695 | VEA, VIG, VBR, AGG, IVV | 13F-HR | 20 Jan 2021, 18:32 |
| Q3 2020 | 139 | $245,554,000 | +$16,337,816 | -$4,234,097 | +$12,103,719 | VEA, VIG, VBR, AGG, ABT | 13F-HR | 16 Oct 2020, 20:00 |
| Q2 2020 | 134 | $220,677,000 | +$56,711,016 | -$16,031,514 | +$40,679,502 | VEA, VIG, VBR, ABT, AGG | 13F-HR | 11 Aug 2020, 11:57 |
| Q1 2020 | 101 | $156,678,000 | +$40,454,976 | -$11,171,062 | +$29,283,914 | VEA, VIG, ABT, VWO, IJH | 13F-HR | 20 Apr 2020, 14:59 |
| Q4 2019 | 104 | $158,472,000 | +$8,245,934 | -$1,947,520 | +$6,298,414 | VEA, VIG, ABT, IWN, ABBV | 13F-HR | 06 Feb 2020, 18:31 |
| Q3 2019 | 100 | $144,081,000 | +$8,439,421 | -$355,283 | +$8,084,138 | VEA, VIG, ABT, IWN, IJH | 13F-HR | 28 Oct 2019, 14:38 |
| Q2 2019 | 94 | $134,456,000 | +$4,535,630 | -$1,234,807 | +$3,300,823 | VEA, VIG, ABT, IWN, IJH | 13F-HR | 14 Aug 2019, 14:15 |
| Q1 2019 | 89 | $128,673,000 | +$9,433,806 | -$6,907,025 | +$2,526,781 | VEA, VIG, ABT, ABBV, IWN | 13F-HR | 19 Apr 2019, 14:45 |
| Q4 2018 | 81 | $116,382,000 | +$12,830,806 | -$2,033,285 | +$10,797,521 | VEA, ABBV, VIG, ABT, KO | 13F-HR | 08 Feb 2019, 12:28 |
| Q3 2018 | 76 | $116,833,000 | +$14,988,392 | -$2,144,659 | +$12,843,733 | VEA, ABBV, ABT, IWN, KO | 13F-HR | 02 Nov 2018, 13:59 |
| Q2 2018 | 76 | $101,398,000 | +$6,212,903 | -$2,943,083 | +$3,269,820 | VEA, ABBV, ABT, IWN, KO | 13F-HR | 26 Jul 2018, 18:23 |
| Q1 2018 | 75 | $98,977,000 | +$5,531,536 | -$2,796,539 | +$2,734,997 | VEA, ABBV, ABT, KO, IWN | 13F-HR | 03 May 2018, 16:51 |
| Q4 2017 | 67 | $98,749,000 | $0 | $0 | $0 | VEA, ABBV, ABT, KO, IWN | 13F-HR | 13 Feb 2018, 17:58 |