0000838618-18-000003.txt : 20180214 0000838618-18-000003.hdr.sgml : 20180214 20180213175820 ACCESSION NUMBER: 0000838618-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PDS Planning, Inc CENTRAL INDEX KEY: 0000838618 IRS NUMBER: 311255560 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18459 FILM NUMBER: 18605507 BUSINESS ADDRESS: STREET 1: 2200 W FIFTH AVE, SUITE 200 CITY: COLUMBUS STATE: OH ZIP: 43215 BUSINESS PHONE: 6144818449 MAIL ADDRESS: STREET 1: 2200 W FIFTH AVE, SUITE 200 CITY: COLUMBUS STATE: OH ZIP: 43215 FORMER COMPANY: FORMER CONFORMED NAME: PDS PLANNING INC /ADV DATE OF NAME CHANGE: 19880829 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000838618 XXXXXXXX 12-31-2017 12-31-2017 PDS Planning, Inc

2200 W FIFTH AVE, SUITE 200 COLUMBUS OH 43215

13F HOLDINGS REPORT 028-18459 N Kurt M. Brown 614.481.8449 Kurt M. Brown Columbus OH 02-13-2017 0 67 98749 false INFORMATION TABLE 2 pds4q17.xml 3M CO COM 88579Y101 396 1683 SH SOLE 0 0 1683 ABBOTT LABS COM 002824100 5834 102226 SH SOLE 0 0 102226 ABBVIE INC COM 00287Y109 8521 88109 SH SOLE 0 0 88109 ALTRIA GROUP INC COM 02209S103 662 9274 SH SOLE 0 0 9274 AMAZON COM INC COM 023135106 624 534 SH SOLE 0 0 534 AMERICAN ELEC PWR INC COM 025537101 768 10438 SH SOLE 0 0 10438 ANTARES PHARMA INC COM 036642106 24 12000 SH SOLE 0 0 12000 APPLE INC COM 037833100 917 5418 SH SOLE 0 0 5418 AT&T INC COM 00206R102 608 15646 SH SOLE 0 0 15646 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1156 5830 SH SOLE 0 0 5830 BIOCEPT INC COM NEW 09072V204 7 10000 SH SOLE 0 0 10000 BOB EVANS FARMS INC COM 096761101 268 3406 SH SOLE 0 0 3406 CHEVRON CORP NEW COM 166764100 623 4975 SH SOLE 0 0 4975 CINCINNATI FINL CORP COM 172062101 1913 25515 SH SOLE 0 0 25515 COCA COLA CO COM 191216100 5490 119650 SH SOLE 0 0 119650 CONOCOPHILLIPS COM 20825C104 336 6129 SH SOLE 0 0 6129 DEERE & CO COM 244199105 788 5034 SH SOLE 0 0 5034 DISNEY WALT CO COM DISNEY 254687106 318 2962 SH SOLE 0 0 2962 DOMINION ENERGY INC COM 25746U109 210 2585 SH SOLE 0 0 2585 EATON CORP PLC SHS G29183103 355 4496 SH SOLE 0 0 4496 EMERSON ELEC CO COM 291011104 225 3235 SH SOLE 0 0 3235 EXXON MOBIL CORP COM 30231G102 1037 12393 SH SOLE 0 0 12393 FACEBOOK INC CL A 30303M102 233 1319 SH SOLE 0 0 1319 GENERAL ELECTRIC CO COM 369604103 223 12763 SH SOLE 0 0 12763 HUNTINGTON BANCSHARES INC COM 446150104 311 21341 SH SOLE 0 0 21341 INTERNATIONAL BUSINESS MACHS COM 459200101 328 2135 SH SOLE 0 0 2135 ISHARES INC MIN VOL GBL ETF 464286525 909 10785 SH SOLE 0 0 10785 ISHARES TR CORE S&P MCP ETF 464287507 4541 23928 SH SOLE 0 0 23928 ISHARES TR CORE S&P500 ETF 464287200 3033 11281 SH SOLE 0 0 11281 ISHARES TR RUSSELL 2000 ETF 464287655 215 1409 SH SOLE 0 0 1409 ISHARES TR RUS 2000 VAL ETF 464287630 4821 38338 SH SOLE 0 0 38338 ISHARES TR 1 3 YR CR BD ETF 464288646 3376 32295 SH SOLE 0 0 32295 ISHARES TR NATIONAL MUN ETF 464288414 779 7034 SH SOLE 0 0 7034 ISHARES TR MSCI ACWI ETF 464288257 237 3293 SH SOLE 0 0 3293 ISHARES TR SHRT NAT MUN ETF 464288158 1469 14010 SH SOLE 0 0 14010 ISHARES TR MIN VOL USA ETF 46429B697 301 5694 SH SOLE 0 0 5694 ISHARES TR MIN VOL EAFE ETF 46429B689 440 6034 SH SOLE 0 0 6034 JOHNSON & JOHNSON COM 478160104 472 3380 SH SOLE 0 0 3380 JPMORGAN CHASE & CO COM 46625H100 1029 9625 SH SOLE 0 0 9625 L BRANDS INC COM 501797104 1690 28063 SH SOLE 0 0 28063 MICROSOFT CORP COM 594918104 451 5276 SH SOLE 0 0 5276 NEXTERA ENERGY INC COM 65339F101 552 3531 SH SOLE 0 0 3531 ORACLE CORP COM 68389X105 259 5477 SH SOLE 0 0 5477 PFIZER INC COM 717081103 232 6419 SH SOLE 0 0 6419 PHILLIPS 66 COM 718546104 284 2803 SH SOLE 0 0 2803 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 1462 34463 SH SOLE 0 0 34463 POWERSHARES ETF TRUST BASIC MAT SECT 73935X427 517 7310 SH SOLE 0 0 7310 POWERSHARES ETF TRUST DYN BLDG CNSTR 73935X666 252 7262 SH SOLE 0 0 7262 PROCTER AND GAMBLE CO COM 742718109 1853 20163 SH SOLE 0 0 20163 QUICKLOGIC CORP COM 74837P108 22 12500 SH SOLE 0 0 12500 SPDR GOLD TRUST GOLD SHS 78463V107 729 5893 SH SOLE 0 0 5893 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 2924 59828 SH SOLE 0 0 59828 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1400 11137 SH SOLE 0 0 11137 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2941 31132 SH SOLE 0 0 31132 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 265 6918 SH SOLE 0 0 6918 UNITED PARCEL SERVICE INC CL B 911312106 1199 10060 SH SOLE 0 0 10060 US BANCORP DEL COM NEW 902973304 484 9029 SH SOLE 0 0 9029 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2362 17213 SH SOLE 0 0 17213 VANGUARD INDEX FDS SM CP VAL ETF 922908611 365 2745 SH SOLE 0 0 2745 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4619 100599 SH SOLE 0 0 100599 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2464 45021 SH SOLE 0 0 45021 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1176 9864 SH SOLE 0 0 9864 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 661 8901 SH SOLE 0 0 8901 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1124 11020 SH SOLE 0 0 11020 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 12269 273503 SH SOLE 0 0 273503 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2097 24490 SH SOLE 0 0 24490 VERIZON COMMUNICATIONS INC COM 92343V104 299 5641 SH SOLE 0 0 5641