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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PDS Planning, Inc

Quarter ended Q2 2023 · Filed May 2, 2023 · Accession 0000838618-23-000002

Total Value
$725.3M
Positions
305
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (305)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438581,230,629$55.6M7.66%
2VANGUARD INDEX FDS922908611306,572$48.7M6.71%
3ISHARES TR464287226426,732$42.5M5.86%
4ISHARES TR46428720094,341$38.8M5.35%
5ISHARES TR464287507140,854$35.2M4.86%
6VANGUARD SPECIALIZED FUNDS921908844222,145$34.2M4.72%
7VANGUARD INTL EQUITY INDEX F922042858829,715$33.5M4.62%
8VANGUARD CHARLOTTE FDS92203J407588,708$28.8M3.97%
9APPLE INCAAPL147,858$24.4M3.36%
10ISHARES TR464288646407,954$20.6M2.84%
11ABBVIE INCABBV123,589$19.7M2.72%
12ISHARES TR46434V647788,134$18.1M2.49%
13VANGUARD BD INDEX FDS921937827225,187$17.2M2.37%
14ABBOTT LABSABLZF129,046$13.1M1.80%
15ISHARES TR464288414112,991$12.2M1.68%
16ISHARES TR46432F842167,633$11.2M1.55%
17MICROSOFT CORPMSFT34,158$9.8M1.36%
18VANGUARD BD INDEX FDS921937835121,761$9.0M1.24%
19ISHARES INC46434G103176,142$8.6M1.18%
20ISHARES TR46428815874,627$7.8M1.08%
21VANGUARD INTL EQUITY INDEX F922042775145,730$7.8M1.07%
22VANGUARD INDEX FDS92290875139,651$7.5M1.04%
23VANGUARD MUN BD FDS922907746139,399$7.1M0.97%
24UNITED PARCEL SERVICE INCUPS35,306$6.8M0.94%
25VANGUARD INDEX FDS92290862928,962$6.1M0.84%
26J P MORGAN EXCHANGE TRADED F46641Q654119,084$6.0M0.83%
27BERKSHIRE HATHAWAY INC DELBRK-A18,902$5.8M0.80%
28ISHARES TR46435G672114,659$5.6M0.77%
29VANGUARD INDEX FDS92290855362,749$5.2M0.72%
30VANGUARD WHITEHALL FDS92194681064,218$4.7M0.65%
31JPMORGAN CHASE & COVYLD35,670$4.6M0.64%
32PROCTER AND GAMBLE CO74271810930,184$4.5M0.62%
33J P MORGAN EXCHANGE TRADED F46641Q83778,219$3.9M0.54%
34ISHARES TR46432F85979,896$3.8M0.52%
35COCA COLA COKO59,822$3.7M0.51%
36VANGUARD INDEX FDS92290876917,644$3.6M0.50%
37AMAZON COM INCAMZN34,649$3.6M0.49%
38VANGUARD INTL EQUITY INDEX F92204274236,476$3.4M0.46%
39VANECK MERK GOLD TROUNZ167,778$3.2M0.44%
40NVIDIA CORPORATIONNVDA11,205$3.1M0.43%
41DEERE & CODE6,375$2.6M0.36%
42ALPHABET INCGOOG24,665$2.6M0.35%
43ALPHABET INCGOOG24,583$2.5M0.35%
44VANGUARD INTL EQUITY INDEX F92204271821,814$2.4M0.33%
45SSGA ACTIVE ETF TR78467V40059,620$2.3M0.32%
46CINCINNATI FINL CORP17206210120,221$2.3M0.31%
47JOHNSON & JOHNSONJNJ14,413$2.2M0.31%
48SPDR SER TR78464A76316,763$2.1M0.29%
49UNITEDHEALTH GROUP INCUNH4,314$2.0M0.28%
50TESLA INCTSLA9,264$1.9M0.26%
51EXXON MOBIL CORPXOM16,972$1.9M0.26%
52SPDR SER TR78464A37552,652$1.7M0.24%
53VANGUARD INDEX FDS9229086379,137$1.7M0.24%
54META PLATFORMS INCMETA7,648$1.6M0.22%
55LILLY ELI & COLLY4,631$1.6M0.22%
56VISA INCV6,946$1.6M0.22%
57VANGUARD INDEX FDS9229083634,023$1.5M0.21%
58HOME DEPOT INCHD5,083$1.5M0.21%
59TAIWAN SEMICONDUCTOR MFG LTD87403910015,686$1.5M0.20%
60PEPSICO INCPEP7,866$1.4M0.20%
61THERMO FISHER SCIENTIFIC INCTMO2,371$1.4M0.19%
62VANGUARD INDEX FDS9229087449,524$1.3M0.18%
63MASTERCARD INCORPORATEDMA3,376$1.2M0.17%
64MERCK & CO INCMRK11,442$1.2M0.17%
65SPDR S&P 500 ETF TRSPY2,863$1.2M0.16%
66CISCO SYS INCCSCO22,288$1.2M0.16%
67PFIZER INCPFE28,357$1.2M0.16%
68ORACLE CORPORCL-PD12,434$1.2M0.16%
69CHEVRON CORP NEWCVX6,704$1.1M0.15%
70ISHARES TR46428986721,726$1.1M0.15%
71EATON CORP PLCETN6,053$1.0M0.14%
72NEXTERA ENERGY INCNEE-PW12,844$990,0160.14%
73TEXAS INSTRS INC8825081045,288$983,6210.14%
74ADOBE SYSTEMS INCORPORATEDADBE2,512$968,0490.13%
75ISHARES TR4642876306,571$900,3090.12%
76MCDONALDS CORPMCD3,139$877,5950.12%
77COSTCO WHSL CORP NEW22160K1051,766$877,4120.12%
78SPDR GOLD TRGLD4,774$874,6920.12%
79NOVO-NORDISK A SNONOF5,362$853,3090.12%
80WORTHINGTON INDS INCWOR13,116$847,9660.12%
81BROADCOM INCAVGO1,271$815,3970.11%
82ASML HOLDING N VASMLF1,181$803,9190.11%
83CONOCOPHILLIPSCOP7,878$781,5760.11%
84DISNEY WALT CO2546871067,625$763,4610.11%
85WALMART INCWMT5,136$757,3060.10%
86VANGUARD SCOTTSDALE FDS92206C4099,899$754,6300.10%
87GREIF INCGEF-B11,731$743,3930.10%
88LOWES COS INC5486611073,715$742,9400.10%
89VANGUARD WHITEHALL FDS9219464066,953$733,5130.10%
90AUTOMATIC DATA PROCESSING INADP3,213$715,2850.10%
91AMERICAN ELEC PWR CO INC0255371017,803$709,9950.10%
92GREIF INCGEF-B9,231$706,3780.10%
93ASTRAZENECA PLCAZN10,078$699,5140.10%
94TARGET CORPTGT4,183$692,8300.10%
95AGILON HEALTH INCAGL28,712$681,9100.09%
96SALESFORCE INCCRM3,357$670,6610.09%
97ISHARES TR46429B6978,930$649,5620.09%
98VERIZON COMMUNICATIONS INCVZ16,650$647,5230.09%
99LOCKHEED MARTIN CORPLMT1,364$644,8660.09%
100DANAHER CORPORATION2358511022,542$640,6860.09%
101AT&T INCT-PC32,166$619,1900.09%
102STARBUCKS CORPSBUX5,920$616,4980.08%
103COMCAST CORP NEWCCZ16,145$612,0510.08%
104ACCENTURE PLC IRELANDACN2,101$600,4870.08%
105ELEVANCE HEALTH INCELV1,296$595,9140.08%
106LINDE PLCLIN1,644$584,3430.08%
107BATH & BODY WORKS INCBBWI15,867$580,4150.08%
108INTEL CORPINTC17,755$580,0550.08%
109UNION PAC CORPUNP2,826$568,7970.08%
110BANK AMERICA CORP06050510419,699$563,3910.08%
111NETFLIX INCNFLX1,628$562,4410.08%
112THE CIGNA GROUP1255231002,167$553,6230.08%
113NIKE INCNKE4,380$537,1650.07%
114ALIBABA GROUP HLDG LTDBBAAY5,247$536,1380.07%
115ISHARES TR46429B6897,921$535,8220.07%
116PROLOGIS INC.PLDGP4,245$529,6570.07%
117INTERNATIONAL BUSINESS MACHSINTR4,023$527,3750.07%
118SCHWAB STRATEGIC TR8085247977,071$517,3230.07%
119CARDINAL HEALTH INCCAH6,844$516,7010.07%
120BOEING COBA-PA2,409$511,7440.07%
121BRISTOL-MYERS SQUIBB COCELG-RI7,275$504,2440.07%
122UNILEVER PLCUNLYF9,614$499,2590.07%
123INVESCO EXCH TRADED FD TR IIIVZ11,324$498,9350.07%
124SONY GROUP CORPORATIONSNEJF5,456$494,5860.07%
125NOVARTIS AGNVSEF5,230$481,1600.07%
126CATERPILLAR INCCAT2,085$477,1620.07%
127SAP SESAPGF3,758$475,5750.07%
128VANGUARD WORLD FDS92204A3064,119$470,5590.06%
129TOYOTA MOTOR CORPTOYOF3,297$467,1520.06%
130ALTRIA GROUP INCMO10,179$454,1880.06%
131ISHARES GOLD TRIAU12,041$449,9860.06%
132MORGAN STANLEYMS-PQ5,078$445,8480.06%
133MEDPACE HLDGS INCMEDP2,354$442,6700.06%
134INFOSYS LTDINFY24,943$435,0060.06%
135ISHARES INC4642865254,475$432,9950.06%
136SHELL PLCRYDAF7,517$432,5350.06%
137UNITED MICROELECTRONICS CORPUMC49,292$431,7980.06%
138VANGUARD WORLD FDS92204A7021,109$427,3410.06%
139EMERSON ELEC COEMR4,900$427,0090.06%
140SHERWIN WILLIAMS COSHW1,872$420,7690.06%
141INVESCO QQQ TRIVZ1,295$415,6570.06%
142S&P GLOBAL INCSPGI1,186$408,8970.06%
143ADVANCED MICRO DEVICES INCAMD4,166$408,3100.06%
144CANADIAN NATL RY CO1363751023,451$407,1140.06%
145QUALCOMM INCQCOM3,187$406,5970.06%
146ICICI BANK LIMITEDIBN18,796$405,6180.06%
147AMGEN INCAMGN1,671$403,9640.06%
148PHILIP MORRIS INTL INC7181721093,965$385,5880.05%
149AMERICAN TOWER CORP NEW03027X1001,884$384,9770.05%
150AMERICAN EXPRESS COAXP2,323$383,1020.05%
151INTUITINTU858$382,5220.05%
152HSBC HLDGS PLCHBCYF11,206$382,4610.05%
153RAYTHEON TECHNOLOGIES CORPRTX3,900$381,9270.05%
154CHUBB LIMITEDCB1,962$380,9810.05%
155BECTON DICKINSON & COBDX1,533$379,5440.05%
156ABB LTDABLZF11,047$378,9120.05%
157ILLINOIS TOOL WKS INC4523081091,548$376,8610.05%
158TOTALENERGIES SETTE6,365$375,8530.05%
159HONEYWELL INTL INC4385161061,959$374,4040.05%
160CME GROUP INCCME1,934$370,4000.05%
161APPLIED MATLS INC0382221052,954$362,8400.05%
162VANGUARD INDEX FDS9229087361,454$362,6750.05%
163MARATHON PETE CORPMARA2,647$356,8950.05%
1643M COMMM3,391$356,4200.05%
165BLACKROCK INCBLK529$353,9640.05%
166BHP GROUP LTDBHPLF5,580$353,8280.05%
167TJX COS INC NEW8725401094,472$350,4260.05%
168NORTHROP GRUMMAN CORPNOC757$349,5220.05%
169GILEAD SCIENCES INCGILD4,203$348,7230.05%
170STRYKER CORPORATIONSYK1,210$345,4190.05%
171US BANCORP DELUSB-PS9,472$341,4660.05%
172CHUNGHWA TELECOM CO LTDCHT8,643$337,9410.05%
173BOOKING HOLDINGS INCBKNG126$334,2120.05%
174SHINHAN FINANCIAL GROUP CO LSHG12,394$333,8940.05%
175AMPHENOL CORP NEW0320951014,069$332,5190.05%
176DIAGEO PLCDGEAF1,834$332,2820.05%
177ISHARES TR46435G24313,741$330,6000.05%
178DUKE ENERGY CORP NEWDUKB3,401$328,1310.05%
179ANALOG DEVICES INCADI1,659$327,1880.05%
180SERVICENOW INCNOW704$327,1630.05%
181ROYAL BK CDA SUSTAINABL7800871023,381$323,1560.04%
182TORONTO DOMINION BK ONTTORO5,350$320,4650.04%
183HUNTINGTON BANCSHARES INCHBANP28,452$318,6660.04%
184MARSH & MCLENNAN COS INC5717481021,913$318,6100.04%
185SANOFISNYNF5,853$318,5200.04%
186AIRBNB INCABNB2,542$316,2250.04%
187CITIGROUP INCC-PR6,719$315,0540.04%
188ISHARES TR4642875982,066$314,5230.04%
189MONDELEZ INTL INC6092071054,509$314,3670.04%
190PROGRESSIVE CORP7433151032,182$312,1570.04%
191KB FINL GROUP INC48241A1058,541$311,0630.04%
192SHOPIFY INCSHOP6,406$307,1040.04%
193REGENERON PHARMACEUTICALSREGN372$305,6610.04%
194WELLS FARGO CO NEW9497461018,133$304,0120.04%
195GENERAL ELECTRIC CO3696043013,161$302,1920.04%
196VANGUARD WORLD FDS92204A5041,246$297,2370.04%
197SCHWAB STRATEGIC TR8085241026,189$296,1640.04%
198VERTEX PHARMACEUTICALS INCVRTX930$293,0150.04%
199GRAINGER W W INC384802104425$292,7440.04%
200CANADIAN PAC RY LTD13645T1003,794$291,9100.04%
201KIMBERLY-CLARK CORPKMB2,173$291,6510.04%
202ISHARES TR46435G5164,041$290,3170.04%
203EQUINIX INCEQIX402$289,8580.04%
204T-MOBILE US INCTMUSZ1,995$288,9560.04%
205GOLDMAN SACHS GROUP INCGSCE881$288,2180.04%
206SYNOPSYS INCSNPS743$286,9840.04%
207PHILLIPS 66PSX2,827$286,6010.04%
208SPDR INDEX SHS FDS78463X7496,920$284,8360.04%
209VANGUARD WORLD FD9219107333,932$281,9770.04%
210GENERAL MLS INC3703341043,291$281,2340.04%
211BP PLCBPPFF7,394$280,5280.04%
212BANK NOVA SCOTIA HALIFAX0641491075,567$280,3540.04%
213ASE TECHNOLOGY HLDG CO LTDASX34,601$275,7700.04%
214FISERV INCFISV2,423$273,8720.04%
215WOORI FINL GROUP INC98106410810,391$273,1790.04%
216CHARTER COMMUNICATIONS INC N16119P108750$268,2080.04%
217BANK MONTREAL QUE0636711013,002$267,5080.04%
218INTUITIVE SURGICAL INCISRG1,047$267,4770.04%
219POSCO HOLDINGS INCPKX3,772$262,8710.04%
220WIPRO LTDWIT58,346$261,9740.04%
221ISHARES TR4642876141,066$260,3530.04%
222CADENCE DESIGN SYSTEM INCCDNS1,228$257,9910.04%
223DR REDDYS LABS LTD2561352034,509$256,6970.04%
224BARCLAYS BANK PLCVXZ8,067$254,8370.04%
225KROGER COKR5,140$253,7620.03%
226SCHWAB CHARLES CORPSCHW-PJ4,823$252,6290.03%
227UBS GROUP AGUBS11,681$249,2730.03%
228RIO TINTO PLCRTNTF3,605$247,3110.03%
229MEDTRONIC PLCMDT3,061$246,7780.03%
230CVS HEALTH CORPCVS3,309$245,8920.03%
231PAYPAL HLDGS INCPYPL3,235$245,6660.03%
232ZOETIS INCZTS1,472$245,0000.03%
233LAM RESEARCH CORPLRCX462$244,9150.03%
234MCKESSON CORPMCK685$243,8960.03%
235THOMSON REUTERS CORP.TMSOF1,856$241,5030.03%
236ISHARES TR46435G4252,637$238,5290.03%
237AUTOZONE INCAZO97$238,4410.03%
238NISOURCE INCNI8,520$238,2070.03%
239LG DISPLAY CO LTDLPL37,292$237,9230.03%
240HUMANA INCHUM490$237,8750.03%
241VANGUARD INDEX FDS9229085951,098$237,5800.03%
242SUMITOMO MITSUI FINL GROUP I86562M20929,588$236,7040.03%
243PUBLIC SVC ENTERPRISE GRP IN7445731063,778$235,9610.03%
244INTERCONTINENTAL EXCHANGE IN45866F1042,210$230,4810.03%
245KEYSIGHT TECHNOLOGIES INCKEYS1,408$227,3640.03%
246ISHARES INC4642865334,142$226,0160.03%
247CSX CORPCSX7,549$226,0100.03%
248ARISTA NETWORKS INCANET1,346$225,9400.03%
249ROPER TECHNOLOGIES INCROP510$224,7520.03%
250MSCI INCMSCI397$222,1970.03%
251SPDR SER TR78468R6632,400$220,3680.03%
252ANHEUSER BUSCH INBEV SA/NVBUDFF3,297$220,0090.03%
253CROWN CASTLE INCCCI1,642$219,7650.03%
254AIR PRODS & CHEMS INCAIIR754$216,5560.03%
255ISHARES INC46434G8636,878$216,5180.03%
256EOG RES INCEOG1,876$215,0460.03%
257TRAVELERS COMPANIES INCTRV1,254$214,9480.03%
258VICTORIAS SECRET AND CO9264001026,242$213,1640.03%
259VANGUARD WORLD FD9219108731,476$211,2580.03%
260AON PLCAON660$208,0910.03%
261FREEPORT-MCMORAN INCFCX5,063$207,1270.03%
262IDEXX LABS INC45168D104411$205,5330.03%
263ISHARES TR46435U6636,023$204,7310.03%
264DOLLAR GEN CORP NEW256677105965$203,1530.03%
265MOODYS CORPMCO661$202,2790.03%
266PARK NATL CORP7006581071,703$201,9090.03%
267ISHARES TR4642882572,209$201,3720.03%
268CORNING INCGLW5,703$201,2020.03%
269CHENIERE ENERGY INCLNG1,275$200,9400.03%
270SOUTHERN COPPER CORPSCCO2,631$200,6140.03%
271OREILLY AUTOMOTIVE INC67103H107236$200,3590.03%
272SCHWAB STRATEGIC TR8085248055,508$191,6790.03%
273ENBRIDGE INCENNPF4,966$189,4530.03%
274WORLD GOLD TRGLDW4,729$184,9510.03%
275WENDYS CO95058W1008,419$183,3660.03%
276TAKEDA PHARMACEUTICAL CO LTDTKPHF11,039$181,9230.03%
277BANCO BILBAO VIZCAYA ARGENTABBVXF23,905$168,5300.02%
278MITSUBISHI UFJ FINL GROUP IN60682210424,224$154,7910.02%
279BANCO SANTANDER S.A.BCDRF38,772$143,0690.02%
280ISHARES TR4642872343,245$128,0470.02%
281BANCO BRADESCO S A05946030347,565$124,6200.02%
282KOREA ELEC PWR CORP50063110617,802$123,5460.02%
283WARNER BROS DISCOVERY INCWBD7,893$119,1840.02%
284MIZUHO FINANCIAL GROUP INCMZHOF39,466$111,2940.02%
285TURKCELL ILETISIM HIZMETLERITKC23,242$99,9410.01%
286VANGUARD WORLD FD9219107251,837$96,2070.01%
287HALEON PLCHLNCF11,284$91,8520.01%
288NOMURA HLDGS INCNRSCF23,982$91,1320.01%
289NOKIA CORPNOKBF17,569$86,2640.01%
290CEMEX SAB DE CVCXMSF13,682$75,6610.01%
291BANCO SANTANDER BRASIL S ABSBR13,650$72,4820.01%
292AMBEV SAABEV25,320$71,4020.01%
293LLOYDS BANKING GROUP PLCLLOBF30,365$70,4470.01%
294KINROSS GOLD CORPKGCRF12,796$60,2690.01%
295TELEFONICA S ATELFY12,542$53,6800.01%
296ITAU UNIBANCO HLDG S A46556210610,836$52,7710.01%
297CIA ENERGETICA DE MINAS GERA20440960122,936$51,3770.01%
298AEGON N VAEFC10,519$45,2320.01%
299SIRIUS XM HOLDINGS INCSIRI11,030$43,7890.01%
300SCHWAB STRATEGIC TR8085246071,034$43,3660.01%
301LUMEN TECHNOLOGIES INCLUMN11,505$30,4880.00%
302LUFAX HOLDING LTDLU13,334$27,2010.00%
303CREDIT SUISSE GROUP22540110812,711$11,3100.00%
304APTOSE BIOSCIENCES INCAPTOF10,000$6,4000.00%
305MULLEN AUTOMOTIVE INC62526P10912,813$1,6820.00%