Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
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 | $73,026,903 | 1,455,589 | 0.01 | 0.01 | 36,833 | 2.60 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 2 | $69,530,475 | 362,364 | 0.01 | 0.01 | 6,308 | 1.77 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $55,175,658 | 104,951 | 0.01 | 0.01 | -225 | -0.21 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $51,509,277 | 525,927 | 0.01 | 0.01 | 26,738 | 5.36 | 03-31-2024 |
