Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 01-31-2024 | 12-31-2023 | 365 | 877,983,265 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1 | $67,958,419 | 1,418,756 | 0.01 | 7.25 | 323,185 | 29.50 | 12-31-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 2 | $64,079,354 | 356,056 | 0.01 | 7.26 | 77,871 | 27.99 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 3 | $50,235,284 | 105,176 | 0.01 | 5.62 | 19,067 | 22.14 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 4 | $49,544,531 | 499,189 | 0.01 | 6.63 | 121,423 | 32.14 | 12-31-2023 |
