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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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Market Cap
Large
Value
Mid
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Small
Growth
28
2
2
1
0
0
12
2
0
PDS PLANNING INC

Time Period2019-06-30

Total Holdings94

Total Value ($x1000)134,456
Activities
New6

Increased51

Unchanged14

Decreased23

Sold Out1

Top 10 Stock Holdingstotal 51.18%
VEA11.86

VIG6.45

ABT6.26

IWN4.67

IJH4.43

 
ABBV4.42

VWO4.01

RWO3.18

IVV2.98

CSJ2.92

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VEA
11.86%
FTSE DEV MKT ETF
VIG
6.45%
DIV APP ETF
ABT
6.26%
COM
IWN
4.67%
RUS 2000 VAL ETF
IJH
4.43%
CORE S&P MCP ETF
ABBV
4.42%
COM
VWO
4.01%
FTSE EMR MKT ETF
RWO
3.18%
DJ GLB RL ES ETF
IVV
2.98%
CORE S&P500 ETF
CSJ
2.92%
1-3 YR CR BD ETF
UPS
2.66%
CL B
VEU
2.22%
ALLWRLD EX US
KO
2.05%
COM
SUB
1.98%
SHT NTLAMTFR ETF
SDY
1.98%
S&P DIVID ETF
GAL
1.93%
GLOBL ALLO ETF
VTI
1.91%
TOTAL STK MKT
VYM
1.91%
HIGH DIV YLD
CINF
1.79%
COM
ISTB
1.75%
CORE STRM USBD
PG
1.65%
COM
MUB
1.26%
NAT AMT FREE BD
BRK.B
1.25%
CL B NEW
VSS
1.14%
FTSE SMCAP ETF
SLYV
1.05%
S&P 600 SMCP VAL
AAPL
0.93%
COM
EFAV
0.92%
EAFE MIN VOL ETF
JPM
0.76%
COM
AMZN
0.73%
COM
XOM
0.73%
COM
SPY
0.71%
TR UNIT
SPHD
0.7%
S&P500 HDL VOL
MSFT
0.69%
COM
AGG
0.67%
CORE TOTUSBD ETF
VT
0.63%
TT WRLD ST ETF
DE
0.63%
COM
ACWV
0.53%
CNTRY MIN VL ETF
AEP
0.52%
COM
EEMV
0.52%
EM MK MINVOL ETF
JNJ
0.5%
COM
LB
0.5%
COM
GLD
0.5%
GOLD SHS
NEE
0.48%
COM
EFV
0.46%
EAFE VALUE ETF
CVX
0.41%
COM
DIS
0.37%
COM DISNEY
EEM
0.35%
MSCI EMG MKT ETF
FNDF
0.33%
SCHWB FDT INT LG
USB
0.33%
COM NEW
HBAN
0.31%
COM
ETN
0.29%
SHS
CSCO
0.29%
COM
PFE
0.29%
COM
T
0.29%
COM
COP
0.28%
COM
SUSB
0.28%
ESG 1 5 YR USD
FB
0.27%
CL A
HD
0.26%
COM
ESGD
0.25%
MSCI EAFE ESG
MMM
0.24%
COM
MRK
0.24%
COM
ORCL
0.24%
COM
IBM
0.23%
COM
VZ
0.23%
COM
XMLV
0.22%
S&P MIDCP LOW
PYZ
0.22%
DWA BASIC MATL
PEP
0.2%
COM
USMV
0.2%
USA MIN VOL ETF
PSX
0.2%
COM
SPLV
0.19%
S&P500 LOW VOL
INTC
0.19%
COM
CMCSA
0.19%
CL A
V
0.18%
COM CL A
IYR
0.18%
U.S. REAL ES ETF
BA
0.17%
COM
SMMV
0.16%
EDGE MSCI MINM
VO
0.16%
MID CAP ETF
MO
0.16%
COM
HDV
0.16%
HIGH DIVIDND ETF
ACWI
0.15%
MSCI ACWI ETF
VBR
0.15%
SM CP VAL ETF
NIO
0.15%
SPON ADS
SHW
0.15%
COM
WEN
0.14%
COM
D
0.14%
COM
WOR
0.13%
COM
LLY
0.12%
COM
IDV
0.12%
INTL SEL DIV ETF
RJI
0.11%
ROG TTL ETN 22
KMB
0.1%
COM
GE
0.07%
COM
ATRS
0.03%
COM
UMC
0.02%
SPON ADR NEW
QUIK
0.01%
COM
TRQ
0.01%
COM