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Kurt M. Brown

@Pds Planning, Inc

Latest period2024 - Q3ReportedManaged Assets$1.116BTotal holdings443
Assets growth rate12.58%Assets growth rate (2-Q avg)8.36%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pds Planning, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 443 positions.

Assets under management

The assets under management (AUM) of Pds Planning, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.116B in assets, with a quarterly growth rate of 12.58% and a 2-quarter average growth rate of 8.36%. The portfolio is managed by Kurt M. Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -12.74%
4.07%
$45.334M
947,416 shares@ $47.86 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -74.06%
1.74%
$19.324M
96,244 shares@ $200.79 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.29%
1.44%
$16.053M
132,191 shares@ $121.44 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.14%
1.34%
$14.885M
190,706 shares@ $78.05 avg price
IJHIshares Tr
Recent Activity
Decreased -73.69%
1.27%
$14.083M
225,981 shares@ $62.33 avg price
IEMGIshares Inc
Recent Activity
Decreased -3.56%
1.04%
$11.552M
201,212 shares@ $57.42 avg price
VBVanguard Index Fds
Recent Activity
Decreased -6.73%
1%
$11.051M
46,588 shares@ $237.22 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.95%
0.77%
$8.588M
40,730 shares@ $210.87 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -3.78%
0.66%
$7.313M
116,080 shares@ $63.01 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.73%
0.51%
$5.656M
32,658 shares@ $173.21 avg price