- New Purchases: PXF, DHR, BA, TM, CAH, FNDF, JMIA, UL, VDE, SCHB, IWP, ESGU, ACWI, CRSP, CI, CVS, BMY, ASML, ANTM, PLD, MDT, ADP, IWM, SCHA, ASX,
- Added Positions: VEA, AGG, VBR, IVV, BSV, VWO, BNDX, VIG, AAPL, IGSB, BRK.B, IEMG, JPM, IEFA, VIGI, AMZN, VOO, SPY, TSLA, VO, LB, SBUX, DIS, WMT, GOOGL, MSFT, VSS, WEN, PG, BABA, MUB, FB, PYPL, GOOG, V, PFE, NVDA, MCD, CMCSA, VNQ, SDY, VEU, VHT, UNH, MRK, ADBE, MO, AZN, BAC, KO, COST, LLY, GE, HD, JNJ, LOW, ORCL, PEP, VZ, CRM, UNP, TSM, MA, SMFG, WIT, MMM, D, DOCU, SHW, KMB, LMT, QCOM, MFG, GLDM,
- Reduced Positions: EFAV, SPHD, NIO, ABT, EEMV, VYM, CINF, XOM, NEE, IWD, ISTB, TXN, WOR, PSX, SLYV, IWN, ESGD, CSCO, COP, ACWV, UMC, IBM, ETN, EMR, UGP, USB, NVS, LPL, RWO, HBAN, GEF, SUSB, T,
- Sold Out: IJH, NFLX, TGT,
For the details of PDS Planning, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/pds+planning%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of PDS Planning, Inc- Vanguard FTSE Developed Markets ETF (VEA) - 547,039 shares, 9.26% of the total portfolio. Shares added by 10.71%
- Vanguard Dividend Appreciation FTF (VIG) - 148,735 shares, 7.53% of the total portfolio. Shares added by 6.66%
- Vanguard Small Cap Value ETF (VBR) - 123,960 shares, 6.32% of the total portfolio. Shares added by 12.87%
- BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 107,256 shares, 4.55% of the total portfolio. Shares added by 21.01%
- BTC iShares Core S&P 500 ETF (IVV) - 31,569 shares, 4.25% of the total portfolio. Shares added by 17.06%
PDS Planning, Inc initiated holding in Invesco FTSE RAFI Developed Markets ex-U.S. ETF. The purchase prices were between $34.17 and $42.88, with an estimated average price of $39.17. The stock is now traded at around $44.680000. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,440 shares as of 2020-12-31.
New Purchase: Danaher Corp (DHR)PDS Planning, Inc initiated holding in Danaher Corp. The purchase prices were between $212.5 and $245.46, with an estimated average price of $226.13. The stock is now traded at around $237.050000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,695 shares as of 2020-12-31.
New Purchase: Boeing Co (BA)PDS Planning, Inc initiated holding in Boeing Co. The purchase prices were between $144.39 and $238.17, with an estimated average price of $193.37. The stock is now traded at around $211.450000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,461 shares as of 2020-12-31.
New Purchase: Toyota Motor Corp (TM)PDS Planning, Inc initiated holding in Toyota Motor Corp. The purchase prices were between $130.07 and $155.09, with an estimated average price of $140.09. The stock is now traded at around $149.980000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,947 shares as of 2020-12-31.
New Purchase: Cardinal Health Inc (CAH)PDS Planning, Inc initiated holding in Cardinal Health Inc. The purchase prices were between $45.61 and $58.47, with an estimated average price of $52.03. The stock is now traded at around $54.590000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,197 shares as of 2020-12-31.
New Purchase: Jumia Technologies AG (JMIA)PDS Planning, Inc initiated holding in Jumia Technologies AG. The purchase prices were between $7.92 and $47.67, with an estimated average price of $25.17. The stock is now traded at around $43.690000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,100 shares as of 2020-12-31.
Added: BTC iShares Core U.S. Aggregate Bond ETF (AGG)PDS Planning, Inc added to a holding in BTC iShares Core U.S. Aggregate Bond ETF by 21.01%. The purchase prices were between $116.68 and $118.19, with an estimated average price of $117.49. The stock is now traded at around $117.420000. The impact to a portfolio due to this purchase was 0.79%. The holding were 107,256 shares as of 2020-12-31.
Added: Vanguard Short-Term Bond ETF (BSV)PDS Planning, Inc added to a holding in Vanguard Short-Term Bond ETF by 29.24%. The purchase prices were between $82.47 and $82.9, with an estimated average price of $82.66. The stock is now traded at around $82.800000. The impact to a portfolio due to this purchase was 0.58%. The holding were 85,748 shares as of 2020-12-31.
Added: Apple Inc (AAPL)PDS Planning, Inc added to a holding in Apple Inc by 22.29%. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.45. The stock is now traded at around $132.030000. The impact to a portfolio due to this purchase was 0.37%. The holding were 43,079 shares as of 2020-12-31.
Added: Berkshire Hathaway Inc (BRK.B)PDS Planning, Inc added to a holding in Berkshire Hathaway Inc by 35.14%. The purchase prices were between $200.7 and $233.92, with an estimated average price of $220.63. The stock is now traded at around $234.760000. The impact to a portfolio due to this purchase was 0.36%. The holding were 16,451 shares as of 2020-12-31.
Added: Vanguard S&P 500 ETF (VOO)PDS Planning, Inc added to a holding in Vanguard S&P 500 ETF by 25.60%. The purchase prices were between $299.82 and $343.69, with an estimated average price of $326.57. The stock is now traded at around $352.830000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,409 shares as of 2020-12-31.
Added: Tesla Inc (TSLA)PDS Planning, Inc added to a holding in Tesla Inc by 34.98%. The purchase prices were between $388.04 and $705.67, with an estimated average price of $516.19. The stock is now traded at around $850.450000. The impact to a portfolio due to this purchase was 0.05%. The holding were 791 shares as of 2020-12-31.
Sold Out: BTC iShares Core S&P Mid-Cap ETF (IJH)PDS Planning, Inc sold out a holding in BTC iShares Core S&P Mid-Cap ETF. The sale prices were between $188.36 and $230.69, with an estimated average price of $210.55.
Sold Out: Netflix Inc (NFLX)PDS Planning, Inc sold out a holding in Netflix Inc. The sale prices were between $470.5 and $554.09, with an estimated average price of $506.43.
Sold Out: Target Corp (TGT)PDS Planning, Inc sold out a holding in Target Corp. The sale prices were between $152.22 and $179.82, with an estimated average price of $167.24.
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