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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 Q4 2023 · Filed October 23, 2023 · Accession 0000838618-23-000004

Total Value
$773.0M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438581,327,357$58.0M7.51%
2VANGUARD INDEX FDS922908611346,757$55.3M7.15%
3ISHARES TR464287226486,210$45.7M5.92%
4ISHARES TR464287200102,773$44.1M5.71%
5ISHARES TR464287507158,687$39.6M5.12%
6VANGUARD INTL EQUITY INDEX F922042858938,146$36.8M4.76%
7VANGUARD SPECIALIZED FUNDS921908844234,947$36.5M4.72%
8VANGUARD CHARLOTTE FDS92203J407662,099$31.7M4.10%
9ISHARES TR464288646456,070$22.7M2.94%
10ISHARES TR46434V647942,167$19.9M2.58%
11VANGUARD BD INDEX FDS921937827245,801$18.5M2.39%
12ABBVIE INCABBV103,195$15.4M1.99%
13APPLE INCAAPL89,112$15.3M1.97%
14ISHARES TR464288414117,416$12.0M1.56%
15MICROSOFT CORPMSFT37,796$11.9M1.54%
16ISHARES TR46432F842182,818$11.8M1.52%
17ABBOTT LABSABLZF113,055$10.9M1.42%
18ISHARES INC46434G103193,150$9.2M1.19%
19VANGUARD BD INDEX FDS921937835127,634$8.9M1.15%
20ISHARES TR46428815877,561$8.0M1.03%
21VANGUARD INDEX FDS92290875140,754$7.7M1.00%
22VANGUARD INTL EQUITY INDEX F922042775134,723$7.0M0.90%
23BERKSHIRE HATHAWAY INC DELBRK-A19,738$6.9M0.89%
24VANGUARD INDEX FDS92290862932,038$6.7M0.86%
25VANGUARD MUN BD FDS922907746136,802$6.6M0.85%
26NVIDIA CORPORATIONNVDA12,716$5.5M0.72%
27JPMORGAN CHASE & COVYLD37,322$5.4M0.70%
28UNITED PARCEL SERVICE INCUPS34,706$5.4M0.70%
29ISHARES TR46435G672108,944$5.3M0.69%
30J P MORGAN EXCHANGE TRADED F46641Q654105,083$5.3M0.69%
31VANGUARD INDEX FDS92290855367,686$5.1M0.66%
32AMAZON COM INCAMZN38,172$4.9M0.63%
33PROCTER AND GAMBLE CO74271810931,090$4.5M0.59%
34VANGUARD WHITEHALL FDS92194681063,426$4.5M0.59%
35VANGUARD INDEX FDS92290876919,995$4.2M0.55%
36J P MORGAN EXCHANGE TRADED F46641Q83776,101$3.8M0.49%
37ALPHABET INCGOOG27,483$3.6M0.47%
38ALPHABET INCGOOG27,254$3.6M0.46%
39ISHARES TR46432F85973,807$3.4M0.44%
40VANGUARD INTL EQUITY INDEX F92204274236,719$3.4M0.44%
41COCA COLA COKO60,422$3.4M0.44%
42VANECK MERK GOLD TROUNZ167,778$3.0M0.39%
43TESLA INCTSLA11,656$2.9M0.38%
44META PLATFORMS INCMETA9,249$2.8M0.36%
45ELI LILLY & COLLY4,975$2.7M0.35%
46UNITEDHEALTH GROUP INCUNH4,838$2.4M0.32%
47DEERE & CODE6,346$2.4M0.31%
48JOHNSON & JOHNSONJNJ14,796$2.3M0.30%
49VANGUARD INTL EQUITY INDEX F92204271821,684$2.3M0.30%
50EXXON MOBIL CORPXOM17,792$2.1M0.27%
51SPDR SER TR78464A76316,792$1.9M0.25%
52CINCINNATI FINL CORP17206210118,421$1.9M0.24%
53VISA INCV7,865$1.8M0.23%
54HOME DEPOT INCHD5,900$1.8M0.23%
55SERVICENOW INCNOW3,159$1.8M0.23%
56VANGUARD INDEX FDS9229086378,900$1.7M0.23%
57VANGUARD INDEX FDS9229083634,346$1.7M0.22%
58SSGA ACTIVE ETF TR78467V40041,430$1.6M0.20%
59MASTERCARD INCORPORATEDMA3,892$1.5M0.20%
60SPDR SER TR78464A37547,740$1.5M0.19%
61ADOBE INCADBE2,944$1.5M0.19%
62TAIWAN SEMICONDUCTOR MFG LTD87403910016,284$1.4M0.18%
63ORACLE CORPORCL-PD13,147$1.4M0.18%
64PEPSICO INCPEP8,159$1.4M0.18%
65VANGUARD INDEX FDS9229087449,981$1.4M0.18%
66BROADCOM INCAVGO1,618$1.3M0.17%
67EATON CORP PLCETN6,283$1.3M0.17%
68CISCO SYS INCCSCO23,158$1.2M0.16%
69MERCK & CO INCMRK11,893$1.2M0.16%
70CHEVRON CORP NEWCVX7,086$1.2M0.15%
71SPDR S&P 500 ETF TRSPY2,638$1.1M0.15%
72COSTCO WHSL CORP NEW22160K1051,922$1.1M0.14%
73NOVO-NORDISK A SNONOF11,684$1.1M0.14%
74COMCAST CORP NEWCCZ23,270$1.0M0.13%
75THERMO FISHER SCIENTIFIC INCTMO2,031$1.0M0.13%
76CONOCOPHILLIPSCOP8,298$994,1000.13%
77ISHARES TR46428986720,045$990,4230.13%
78TEXAS INSTRS INC8825081045,886$935,9330.12%
79LOWES COS INC5486611074,374$908,9890.12%
80ISHARES TR4642876306,515$883,0650.11%
81WALMART INCWMT5,453$872,1010.11%
82MCDONALDS CORPMCD3,302$869,7840.11%
83AUTOMATIC DATA PROCESSING INADP3,523$847,4600.11%
84DANAHER CORPORATION2358511023,397$842,7960.11%
85SALESFORCE INCCRM4,147$840,9290.11%
86LINDE PLCLIN2,201$819,5420.11%
87PFIZER INCPFE24,640$817,3090.11%
88SPDR GOLD TRGLD4,591$787,1270.10%
89GREIF INCGEF-B11,733$783,9020.10%
90WORTHINGTON INDS INCWOR12,638$781,2820.10%
91NETFLIX INCNFLX2,012$759,7300.10%
92NOVARTIS AGNVSEF7,426$756,4120.10%
93VANGUARD SCOTTSDALE FDS92206C4099,887$743,0330.10%
94ASTRAZENECA PLCAZN10,751$728,0580.09%
95INTEL CORPINTC20,395$725,0350.09%
96VANGUARD WHITEHALL FDS9219464066,976$720,7190.09%
97ACCENTURE PLC IRELANDACN2,343$719,5590.09%
98NEXTERA ENERGY INCNEE-PW12,499$716,0680.09%
99ASML HOLDING N VASMLF1,190$700,5050.09%
100THE CIGNA GROUP1255231002,422$692,8750.09%
101ELEVANCE HEALTH INCELV1,542$671,4180.09%
102BANK AMERICA CORP06050510424,125$660,5430.09%
103VANGUARD INDEX FDS9229087362,412$656,9390.08%
104ISHARES TR46429B6978,904$644,4610.08%
105UNION PAC CORPUNP3,127$636,7230.08%
106GREIF INCGEF-B9,363$623,2200.08%
107CATERPILLAR INCCAT2,243$612,4720.08%
108PROLOGIS INC.PLDGP5,410$607,0720.08%
109CARDINAL HEALTH INCCAH6,923$601,0840.08%
110BOOKING HOLDINGS INCBKNG193$595,2150.08%
111S&P GLOBAL INCSPGI1,586$579,5400.07%
112MEDPACE HLDGS INCMEDP2,354$569,9740.07%
113AMGEN INCAMGN2,114$568,1590.07%
114STARBUCKS CORPSBUX6,190$564,9210.07%
115AMERICAN ELEC PWR CO INC0255371017,491$563,4730.07%
116INTUITINTU1,090$556,9250.07%
117INTERNATIONAL BUSINESS MACHSINTR3,933$551,8000.07%
118ALIBABA GROUP HLDG LTDBBAAY6,351$550,8860.07%
119EMERSON ELEC COEMR5,686$549,0980.07%
120LOCKHEED MARTIN CORPLMT1,338$547,3630.07%
121TJX COS INC NEW8725401096,151$546,7010.07%
122SHERWIN WILLIAMS COSHW2,097$534,8400.07%
123VANGUARD WORLD FDS92204A3064,122$522,4640.07%
124SHELL PLCRYDAF8,078$520,0700.07%
125AGILON HEALTH INCAGL28,788$511,2750.07%
126INFOSYS LTDINFY29,868$511,0410.07%
127ADVANCED MICRO DEVICES INCAMD4,965$510,5020.07%
128ILLINOIS TOOL WKS INC4523081092,192$504,8400.07%
129TOYOTA MOTOR CORPTOYOF2,794$502,2220.06%
130SONY GROUP CORPSNEJF6,093$502,1240.06%
131AMPHENOL CORP NEW0320951015,947$499,4890.06%
132BOEING COBA-PA2,585$495,4930.06%
133ICICI BANK LIMITEDIBN21,422$495,2770.06%
134HSBC HLDGS PLCHBCYF12,529$494,3940.06%
135INVESCO EXCH TRADED FD TR IIIVZ11,324$492,9340.06%
136APPLIED MATLS INC0382221053,550$491,4980.06%
137CANADIAN NATL RY CO1363751024,477$484,9930.06%
138BATH & BODY WORKS INCBBWI14,269$482,2920.06%
139INVESCO QQQ TRIVZ1,337$479,1700.06%
140SCHWAB STRATEGIC TR8085247976,768$478,9270.06%
141BRISTOL-MYERS SQUIBB COCELG-RI8,219$477,0350.06%
142SAP SESAPGF3,676$475,3800.06%
143HUNTINGTON BANCSHARES INCHBANP45,189$469,9650.06%
144VANGUARD WORLD FDS92204A7021,119$464,1650.06%
145CHUBB LIMITEDCB2,144$446,3380.06%
146AMERICAN EXPRESS COAXP2,969$442,9820.06%
147SYNOPSYS INCSNPS958$439,6930.06%
148TOTALENERGIES SETTE6,683$439,4740.06%
149SHOPIFY INCSHOP8,045$439,0160.06%
150UNILEVER PLCUNLYF8,861$437,7120.06%
151MORGAN STANLEYMS-PQ5,268$430,2380.06%
152BECTON DICKINSON & COBDX1,656$428,1860.06%
153CME GROUP INCCME2,116$423,6660.05%
154ISHARES GOLD TRIAU12,091$423,0780.05%
155GENERAL ELECTRIC CO3696043013,825$422,8540.05%
156DISNEY WALT CO2546871065,209$422,1650.05%
157MARSH & MCLENNAN COS INC5717481022,210$420,5630.05%
158ISHARES TR46429B6896,423$418,8970.05%
159POSCO HOLDINGS INCPKX4,027$412,7680.05%
160SCHWAB CHARLES CORPSCHW-PJ7,488$411,0670.05%
161ALTRIA GROUP INCMO9,649$405,7260.05%
162MARATHON PETE CORPMARA2,642$399,8400.05%
163ZOETIS INCZTS2,291$398,5880.05%
164ISHARES INC4642865254,171$397,9860.05%
165AT&T INCT-PC26,173$393,1110.05%
166NORTHROP GRUMMAN CORPNOC885$389,5680.05%
167SUMITOMO MITSUI FINL GROUP I86562M20939,547$389,5380.05%
168CHUNGHWA TELECOM CO LTDCHT10,760$386,7140.05%
169LAM RESEARCH CORPLRCX616$386,0900.05%
170WIPRO LTDWIT79,171$383,1880.05%
171CHARTER COMMUNICATIONS INC N16119P108870$382,6430.05%
172UBS GROUP AGUBS15,415$379,9800.05%
173HONEYWELL INTL INC4385161062,045$377,7930.05%
174MCKESSON CORPMCK865$376,2500.05%
175INTUITIVE SURGICAL INCISRG1,285$375,5930.05%
176UNITED MICROELECTRONICS CORPUMC52,768$372,5420.05%
177TARGET CORPTGT3,367$372,2890.05%
178QUALCOMM INCQCOM3,341$371,0510.05%
179T-MOBILE US INCTMUSZ2,624$367,4910.05%
1803M COMMM3,923$367,2910.05%
181WELLS FARGO CO NEW9497461018,966$366,3510.05%
182PHILLIPS 66PSX3,029$363,9340.05%
183BHP GROUP LTDBHPLF6,394$363,6910.05%
184EQUINIX INCEQIX500$363,1300.05%
185TORONTO DOMINION BK ONTTORO5,978$360,2340.05%
186STRYKER CORPORATIONSYK1,318$360,1710.05%
187SHINHAN FINANCIAL GROUP CO LSHG13,416$355,3900.05%
188KB FINL GROUP INC48241A1058,628$354,6970.05%
189VERIZON COMMUNICATIONS INCVZ10,925$354,0910.05%
190SANOFISNYNF6,562$351,9860.05%
191EA SERIES TRUST02072L57313,829$348,4910.05%
192MONDELEZ INTL INC6092071054,992$346,4450.04%
193NIKE INCNKE3,558$340,2200.04%
194GOLDMAN SACHS GROUP INCGSCE1,043$337,6250.04%
195INTERCONTINENTAL EXCHANGE IN45866F1043,054$336,0010.04%
196PROGRESSIVE CORP7433151032,409$335,5740.04%
197PHILIP MORRIS INTL INC7181721093,624$335,5370.04%
198BLACKROCK INCBLK518$334,8820.04%
199AUTOZONE INCAZO131$332,7390.04%
200CADENCE DESIGN SYSTEM INCCDNS1,419$332,4720.04%
201DR REDDYS LABS LTD2561352034,930$329,6690.04%
202ISHARES TR46435G5164,716$326,0250.04%
203CANADIAN PACIFIC KANSAS CITYCP4,326$321,8980.04%
204MOODYS CORPMCO1,015$320,9130.04%
205GILEAD SCIENCES INCGILD4,244$318,0450.04%
206GRAINGER W W INC384802104456$315,4790.04%
207WOORI FINL GROUP INC98106410811,370$311,7650.04%
208FISERV INCFISV2,755$311,2050.04%
209ANALOG DEVICES INCADI1,761$308,3330.04%
210DIAGEO PLCDGEAF2,065$308,1220.04%
211VANGUARD WORLD FD9219107334,048$304,5030.04%
212AIR PRODS & CHEMS INCAIIR1,065$301,8210.04%
213ROYAL BK CDA7800871023,446$301,3180.04%
214DUKE ENERGY CORP NEWDUKB3,400$300,0710.04%
215AMERICAN TOWER CORP NEW03027X1001,821$299,4630.04%
216ROPER TECHNOLOGIES INCROP617$298,8010.04%
217BP PLCBPPFF7,680$297,3770.04%
218HUMANA INCHUM609$296,2910.04%
219EA SERIES TRUST02072L68010,614$290,8240.04%
220OREILLY AUTOMOTIVE INC67103H107319$289,9260.04%
221AIRBNB INCABNB2,043$280,3200.04%
222REGENERON PHARMACEUTICALSREGN338$278,1600.04%
223ISHARES TR4642876141,044$277,7980.04%
224AON PLCAON841$272,6690.04%
225EA SERIES TRUST02072L69810,863$271,5390.04%
226KIMBERLY-CLARK CORPKMB2,239$270,5460.04%
227SPDR INDEX SHS FDS78463X7497,043$269,0530.03%
228ASE TECHNOLOGY HLDG CO LTDASX35,758$268,9000.03%
229BANK NOVA SCOTIA HALIFAX0641491075,891$268,5710.03%
230WASTE MGMT INC DEL94106L1091,757$267,8370.03%
231VERTEX PHARMACEUTICALS INCVRTX766$266,3690.03%
232WELLTOWER INCWELL3,240$265,4210.03%
233SCHWAB STRATEGIC TR8085241025,274$262,8900.03%
234EOG RES INCEOG2,067$262,0130.03%
235KROGER COKR5,854$261,9670.03%
236THOMSON REUTERS CORP.TMSOF2,133$260,9090.03%
237VANGUARD WORLD FDS92204A5041,103$259,4160.03%
238BARCLAYS BANK PLCVXZ8,067$259,2730.03%
239CSX CORPCSX8,321$255,8860.03%
240MICRON TECHNOLOGY INCMU3,738$254,2960.03%
241CANADIAN NAT RES LTD1363851013,890$251,5660.03%
242PUBLIC SVC ENTERPRISE GRP IN7445731064,413$251,1670.03%
243AMERIPRISE FINL INC03076C106758$249,8970.03%
244ISHARES TR46435G4252,639$247,8540.03%
245BANK MONTREAL QUE0636711012,914$245,8540.03%
246ARISTA NETWORKS INCANET1,335$245,5470.03%
247US BANCORP DELUSB-PS7,348$242,9400.03%
248ISHARES INC46434G8638,018$242,7720.03%
249IDEXX LABS INC45168D104555$242,6850.03%
250NETEASE INCNETTF2,413$241,6860.03%
251MEDTRONIC PLCMDT3,081$241,4270.03%
252OLD DOMINION FREIGHT LINE INODFL589$240,9830.03%
253VANGUARD WORLD FD9219108731,574$239,0720.03%
254ENBRIDGE INCENNPF7,113$238,5700.03%
255SCHWAB STRATEGIC TR8085248057,020$238,4160.03%
256CHENIERE ENERGY INCLNG1,433$237,8210.03%
257ACTIVISION BLIZZARD INC00507V1092,531$236,9780.03%
258BOSTON SCIENTIFIC CORPBSX4,468$235,9100.03%
259SUN LIFE FINANCIAL INC.SUNFF4,829$235,6550.03%
260ISHARES TR4642875981,540$233,8080.03%
261HCA HEALTHCARE INCHCA948$233,1890.03%
262VANGUARD INDEX FDS9229085951,085$232,4340.03%
263CAMECO CORPCCJ5,862$232,3700.03%
264CENTENE CORP DELCNC3,372$232,2630.03%
265CVS HEALTH CORPCVS3,316$231,5230.03%
266J P MORGAN EXCHANGE TRADED F46641Q3324,321$231,4450.03%
267WORKDAY INCWDAY1,076$231,1790.03%
268AMETEK INCAME1,561$230,6530.03%
269MARRIOTT INTL INC NEW5719032021,172$230,3680.03%
270CDW CORPCDW1,136$229,1990.03%
271HP INCHPQ8,879$228,2020.03%
272YUM BRANDS INCYUM1,826$228,1400.03%
273MSCI INCMSCI444$227,8080.03%
274RELX PLCRLXXF6,755$227,6440.03%
275SCHLUMBERGER LTDSLB3,896$227,1370.03%
276MONSTER BEVERAGE CORP NEWMNST4,234$224,1900.03%
277SCHWAB STRATEGIC TR8085242014,417$223,5150.03%
278ANHEUSER BUSCH INBEV SA/NVBUDFF4,020$222,3060.03%
279HEWLETT PACKARD ENTERPRISE CHPE-PC12,781$222,0060.03%
280CROWN CASTLE INCCCI2,409$221,7060.03%
281ISHARES INC4642865334,144$221,0640.03%
282GENERAL MLS INC3703341043,452$220,9230.03%
283NISOURCE INCNI8,860$218,6620.03%
284SOUTHERN COPPER CORPSCCO2,894$217,8890.03%
285AMERICAN INTL GROUP INC0268747843,585$217,2510.03%
286PDD HOLDINGS INCPDD2,212$216,9310.03%
287PACCAR INCPCAR2,508$213,2300.03%
288KLA CORPKLAC462$211,9010.03%
289SEMPRASREA3,105$211,2330.03%
290TRAVELERS COMPANIES INCTRV1,280$209,0370.03%
291UBER TECHNOLOGIES INCUBER4,532$208,4270.03%
292CINTAS CORPCTAS433$208,2770.03%
293MITSUBISHI UFJ FINL GROUP IN60682210424,382$207,0030.03%
294EXELON CORPEXC5,468$206,6360.03%
295HONDA MOTOR LTDHNDAF6,117$205,7760.03%
296ROCKWELL AUTOMATION INCROK719$205,5410.03%
297CARRIER GLOBAL CORPORATIONCARR3,712$204,9020.03%
298HILTON WORLDWIDE HLDGS INCHLT1,361$204,3950.03%
299ISHARES TR4642882572,209$204,0450.03%
300ISHARES INC46434G7644,091$203,8720.03%
301NUCOR CORPNUE1,302$203,5680.03%
302EBAY INC.EBAY4,609$203,2110.03%
303COLGATE PALMOLIVE COCL2,856$203,0900.03%
304CONSOLIDATED EDISON INCED2,369$202,6210.03%
305KEYSIGHT TECHNOLOGIES INCKEYS1,528$202,1700.03%
306BANCO BILBAO VIZCAYA ARGENTABBVXF25,054$201,6850.03%
307ISHARES TR46435U6635,964$200,7050.03%
308LG DISPLAY CO LTDLPL39,501$192,7650.02%
309MIZUHO FINANCIAL GROUP INCMZHOF53,540$183,6420.02%
310KT CORPKT14,271$182,9540.02%
311WENDYS CO95058W1008,889$181,4240.02%
312TAKEDA PHARMACEUTICAL CO LTDTKPHF11,312$174,9970.02%
313WORLD GOLD TRGLDW4,606$168,8560.02%
314ING GROEP N.V.INGVF12,404$163,4850.02%
315BANCO SANTANDER S.A.BCDRF42,466$159,6720.02%
316FORD MTR CO DEL34537086011,743$145,8480.02%
317BANCO BRADESCO S A05946030348,524$138,2930.02%
318KOREA ELEC PWR CORP50063110621,407$137,8610.02%
319NOMURA HLDGS INCNRSCF32,915$132,3180.02%
320TURKCELL ILETISIM HIZMETLERITKC27,372$129,4700.02%
321BARCLAYS PLCBCLYF16,593$129,2590.02%
322NOKIA CORPNOKBF28,402$106,2230.01%
323HALEON PLCHLNCF12,396$103,2590.01%
324CEMEX SAB DE CVCXMSF14,329$93,1390.01%
325VANGUARD WORLD FD9219107251,820$91,7900.01%
326AMBEV SAABEV29,016$74,8610.01%
327BANCO SANTANDER BRASIL S ABSBR13,650$70,0250.01%
328ITAU UNIBANCO HLDG S A46556210612,652$67,9410.01%
329TENCENT MUSIC ENTMT GROUPXHLD10,149$64,7510.01%
330CIA ENERGETICA DE MINAS GERA20440960126,161$63,3100.01%
331KINROSS GOLD CORPKGCRF12,796$58,3500.01%
332AEGON N VAEFC11,732$56,3140.01%
333SCHWAB STRATEGIC TR8085246071,314$54,4210.01%
334LLOYDS BANKING GROUP PLCLLOBF24,379$51,9270.01%
335TELEFONICA S ATELFY12,542$51,0460.01%
336ULTRAPAR PARTICIPACOES SAUGP12,595$46,2240.01%
337NAUTILUS BIOTECHNOLOGY INCNAUT10,455$33,0380.00%
338INOVIO PHARMACEUTICALS INCINO10,000$3,8900.00%