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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Value
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Growth
27
2
2
1
0
0
9
1
0
PDS PLANNING INC

Time Period2018-12-31

Total Holdings81

Total Value ($x1000)116,382
Activities
New11

Increased46

Unchanged2

Decreased22

Sold Out5

Top 10 Stock Holdingstotal 53.48%
VEA11.19

ABBV6.46

VIG6.37

ABT6.22

KO4.76

 
IWN4.29

IJH3.98

VWO3.82

CSJ3.45

UPS2.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VEA
11.19%
FTSE DEV MKT ETF
ABBV
6.46%
COM
VIG
6.37%
DIV APP ETF
ABT
6.22%
COM
KO
4.76%
COM
IWN
4.29%
RUS 2000 VAL ETF
IJH
3.98%
CORE S&P MCP ETF
VWO
3.82%
FTSE EMR MKT ETF
CSJ
3.45%
1-3 YR CR BD ETF
UPS
2.94%
CL B
RWO
2.87%
DJ GLB RL ES ETF
IVV
2.61%
CORE S&P500 ETF
VEU
2.29%
ALLWRLD EX US
SDY
2.27%
S&P DIVID ETF
VTI
2.11%
TOTAL STK MKT
SUB
2.06%
SHT NTLAMTFR ETF
VYM
1.91%
HIGH DIV YLD
GAL
1.68%
GLOBL ALLO ETF
PG
1.6%
COM
CINF
1.57%
COM
BRK.B
1.45%
CL B NEW
SLYV
1.15%
S&P 600 SMCP VAL
VSS
1.11%
FTSE SMCAP ETF
MUB
0.98%
NAT AMT FREE BD
AAPL
0.87%
COM
JPM
0.86%
COM
SPHD
0.81%
S&P500 HDL VOL
AMZN
0.8%
COM
XOM
0.77%
COM
SPY
0.75%
TR UNIT
AGG
0.72%
CORE TOTUSBD ETF
VT
0.7%
TT WRLD ST ETF
EFAV
0.69%
EAFE MIN VOL ETF
FNDF
0.65%
SCHWB FDT INT LG
DE
0.65%
COM
ACWV
0.61%
CNTRY MIN VL ETF
GLD
0.55%
GOLD SHS
AEP
0.55%
COM
LB
0.53%
COM
MSFT
0.51%
COM
NEE
0.48%
COM
JNJ
0.45%
COM
CVX
0.41%
COM
FB
0.39%
CL A
SUSB
0.34%
ESG 1 5 YR USD
COP
0.33%
COM
EEM
0.32%
MSCI EMG MKT ETF
PFE
0.32%
COM
EEMV
0.32%
EM MK MINVOL ETF
MO
0.31%
COM
USB
0.31%
COM NEW
DIS
0.31%
COM DISNEY
T
0.29%
COM
VZ
0.29%
COM
VBR
0.29%
SM CP VAL ETF
PYZ
0.29%
DWA BASIC MATL
MMM
0.28%
COM
ETN
0.27%
SHS
MRK
0.25%
COM
ORCL
0.23%
COM
SCHX
0.23%
US LRG CAP ETF
IBM
0.23%
COM
XMLV
0.23%
S&P MIDCP LOW
PSX
0.21%
COM
ESGD
0.2%
MSCI EAFE ESG
PEP
0.2%
COM
CSCO
0.2%
COM
HBAN
0.19%
COM
AMJ
0.19%
ALERIAN ML ETN
SPLV
0.19%
S&P500 LOW VOL
BA
0.19%
COM
USMV
0.18%
USA MIN VOL ETF
IYR
0.17%
U.S. REAL ES ETF
D
0.15%
COM
INTC
0.14%
COM
WEN
0.13%
COM
WOR
0.12%
COM
KMB
0.09%
COM
GE
0.06%
COM
ATRS
0.03%
COM
QUIK
0.01%
COM
FLRN
0.21%
INV GRD FLT RT
EFA
0.18%
MSCI EAFE ETF
ACWI
0.18%
MSCI ACWI ETF
HDV
0.18%
HIGH DIVIDND ETF
SHW
0.17%
COM