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  Name: PDS Planning Inc
  City: COLUMBUS
  State: OH
  Zip: 43215
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $951,785,000
  Total Value Change : $73,795,000
  Securities Held Change : 32
   
All Securities Held : 397
  New Positions : 31
  Closed Positions : 5
  Increased Positions : 271
  Unchanged Positions : 14
  Decreased Positions : 81

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (OUNZ)1 Year Chart         OUNZ Van Eck Merk Gold Trust 42 - $0.00 $3,604,000 167,778 0.38% 255,000 0 0.739    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 116 - $223.66 $713,000 3,466 0.07% 50,000 0 0.001    Closed - End Fund - E...
   (PXF)1 Year Chart         PXF Invesco FTSE RAFI Dev Mkts ... 145 - $51.13 $562,000 11,324 0.06% 25,000 0 0.033    Closed - End Fund - E...
   (CYBN)1 Year Chart         CYBN Cybin Inc 172 - $0.35 $477,000 1,153,120 0.05% 4,000 0 0.727    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 193 - $0.00 $416,000 3,954 0.04% 19,000 0 0.006    N/A
   (STXE)1 Year Chart         STXE Strive Emerging Markets Ex-... 269 - $0.00 $293,000 10,189 0.03% 10,000 0 0.172    N/A
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 298 - $75.90 $256,000 3,426 0.03% 22,000 0 0    Closed - End Fund - E...
   (DJP)1 Year Chart         DJP iPath Bloomberg Commodity I... 304 - $33.75 $251,000 8,067 0.03% 6,000 0 0    Foreign Money Center ...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 309 - $112.16 $245,000 2,222 0.03% 19,000 0 0    Closed - End Fund - E...
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 352 - $0.00 $208,000 2,930 0.02% 5,000 0 0.002    N/A
   (KGC)1 Year Chart         KGC Kinross Gold Corporation (USA) 382 - $8.00 $79,000 12,965 0.01% 1,000 0 0.003    Gold
   (BSBR)1 Year Chart         BSBR Banco Santander Brasil SA 385 - $5.45 $78,000 13,717 0.01% -12,000 0 0    Domestic Regional Banks
   (BDN)1 Year Chart         BDN Brandywine Realty Trust 390 - $4.81 $62,000 12,822 0.01% -7,000 0 0.008    REIT - Office
   (TEF)1 Year Chart         TEF Telefonica S.A. (ADR) 392 - $4.46 $55,000 12,542 0.01% 6,000 0 0.002    Telecom Services - Fo...
      14 Records Found
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Page 1 of 1
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