Kurt M. Brown

@Pds Planning, Inc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$1.116B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AVUVAmerican Centy Etf Tr Recent Activity New Position	4.39%	$48.88M 509,432 shares@ $95.96 avg price	New Position
CYBNCybin Inc Recent Activity New Position	0.22%	$2.379M 267,580 shares@ $8.89 avg price	New Position
DFACDimensional Etf Trust Recent Activity New Position	0.18%	$1.967M 57,351 shares@ $34.3 avg price	New Position
DGRWWisdomtree Tr Recent Activity New Position	0.14%	$1.546M 18,582 shares@ $83.21 avg price	New Position
JPIEJ P Morgan Exchange Traded F Recent Activity New Position	0.07%	$752,817 16,228 shares@ $46.4 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.07%	$745,861 8,495 shares@ $87.8 avg price	New Position
HDBHdfc Bank Ltd Recent Activity New Position	0.06%	$569,108 9,097 shares@ $62.56 avg price	New Position
JMBSJanus Detroit Str Tr Recent Activity New Position	0.05%	$524,206 11,237 shares@ $46.65 avg price	New Position
ETEnergy Transfer L P Recent Activity New Position	0.04%	$382,987 23,862 shares@ $16.06 avg price	New Position
PABUIshares Tr Recent Activity New Position	0.04%	$360,357 5,682 shares@ $63.43 avg price	New Position