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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.01%
7.44%
$82.998M
1.572M shares@ $52.82 avg price
IVVIshares Tr
Recent Activity
Increased 26.64%
7.08%
$78.907M
136,796 shares@ $576.83 avg price
AGGIshares Tr
Recent Activity
Increased 13.97%
5.85%
$65.245M
644,270 shares@ $101.27 avg price
VOVanguard Index Fds
Recent Activity
Increased 426%
4.72%
$52.611M
199,411 shares@ $263.84 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.02%
4.63%
$51.658M
260,820 shares@ $198.06 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 9.81%
3.62%
$40.346M
802,424 shares@ $50.29 avg price
REETIshares Tr
Recent Activity
Increased 8.88%
3.07%
$34.254M
1.283M shares@ $26.7 avg price
IGSBIshares Tr
Recent Activity
Increased 9.47%
2.95%
$32.888M
624,544 shares@ $52.66 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 10.34%
2.57%
$28.577M
363,153 shares@ $78.7 avg price
AAPLApple Inc
Recent Activity
Increased 1.58%
2.08%
$23.207M
99,602 shares@ $233.0 avg price