0000838618-19-000001.txt : 20190208 0000838618-19-000001.hdr.sgml : 20190208 20190208122837 ACCESSION NUMBER: 0000838618-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190208 DATE AS OF CHANGE: 20190208 EFFECTIVENESS DATE: 20190208 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: 19578846 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 12-31-2018 12-31-2018 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 02-08-2019 0 81 116382 false INFORMATION TABLE 2 pds4q18.xml ISHARES TR CORE S&P MCP ETF 464287507 4635 27911 SH SOLE 0 0 27911 ISHARES TR CORE S&P500 ETF 464287200 3041 12088 SH SOLE 0 0 12088 ISHARES TR RUS 2000 VAL ETF 464287630 4989 46390 SH SOLE 0 0 46390 ISHARES TR U.S. REAL ES ETF 464287739 203 2715 SH SOLE 0 0 2715 SPDR S&P 500 ETF TR TR UNIT 78462F103 871 3484 SH SOLE 0 0 3484 AMAZON COM INC COM 023135106 928 618 SH SOLE 0 0 618 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1685 8253 SH SOLE 0 0 8253 BOEING CO COM 097023105 217 672 SH SOLE 0 0 672 ABBOTT LABS COM 002824100 7239 100081 SH SOLE 0 0 100081 ALTRIA GROUP INC COM 02209S103 360 7292 SH SOLE 0 0 7292 INTEL CORP COM 458140100 163 3476 SH SOLE 0 0 3476 ORACLE CORP COM 68389X105 273 6050 SH SOLE 0 0 6050 DISNEY WALT CO COM DISNEY 254687106 358 3260 SH SOLE 0 0 3260 US BANCORP DEL COM NEW 902973304 359 7856 SH SOLE 0 0 7856 JOHNSON & JOHNSON COM 478160104 525 4071 SH SOLE 0 0 4071 PFIZER INC COM 717081103 368 8433 SH SOLE 0 0 8433 CHEVRON CORP NEW COM 166764100 472 4339 SH SOLE 0 0 4339 MICROSOFT CORP COM 594918104 595 5856 SH SOLE 0 0 5856 UNITED PARCEL SERVICE INC CL B 911312106 3424 35111 SH SOLE 0 0 35111 AT&T INC COM 00206R102 342 11994 SH SOLE 0 0 11994 CISCO SYS INC COM 17275R102 230 5297 SH SOLE 0 0 5297 INTERNATIONAL BUSINESS MACHS COM 459200101 265 2332 SH SOLE 0 0 2332 COCA COLA CO COM 191216100 5535 116893 SH SOLE 0 0 116893 PEPSICO INC COM 713448108 232 2100 SH SOLE 0 0 2100 VERIZON COMMUNICATIONS INC COM 92343V104 342 6086 SH SOLE 0 0 6086 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1336 24815 SH SOLE 0 0 24815 VANGUARD GROUP DIV APP ETF 921908844 7419 75746 SH SOLE 0 0 75746 DEERE & CO COM 244199105 759 5085 SH SOLE 0 0 5085 EXXON MOBIL CORP COM 30231G102 894 13112 SH SOLE 0 0 13112 DOMINION ENERGY INC COM 25746U109 179 2498 SH SOLE 0 0 2498 MERCK & CO INC COM 58933Y105 291 3814 SH SOLE 0 0 3814 PROCTER AND GAMBLE CO COM 742718109 1866 20299 SH SOLE 0 0 20299 GENERAL ELECTRIC CO COM 369604103 74 9718 SH SOLE 0 0 9718 KIMBERLY CLARK CORP COM 494368103 104 909 SH SOLE 0 0 909 JPMORGAN CHASE & CO COM 46625H100 999 10230 SH SOLE 0 0 10230 WENDYS CO COM 95058W100 152 9725 SH SOLE 0 0 9725 3M CO COM 88579Y101 328 1720 SH SOLE 0 0 1720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2451 19206 SH SOLE 0 0 19206 HUNTINGTON BANCSHARES INC COM 446150104 226 18996 SH SOLE 0 0 18996 NEXTERA ENERGY INC COM 65339F101 562 3235 SH SOLE 0 0 3235 CONOCOPHILLIPS COM 20825C104 385 6169 SH SOLE 0 0 6169 APPLE INC COM 037833100 1009 6395 SH SOLE 0 0 6395 ISHARES TR MSCI EMG MKT ETF 464287234 376 9620 SH SOLE 0 0 9620 L BRANDS INC COM 501797104 618 24075 SH SOLE 0 0 24075 WORTHINGTON INDS INC COM 981811102 144 4130 SH SOLE 0 0 4130 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4442 116575 SH SOLE 0 0 116575 ISHARES TR CORE US AGGBD ET 464287226 842 7906 SH SOLE 0 0 7906 AMERICAN ELEC PWR INC COM 025537101 636 8516 SH SOLE 0 0 8516 EATON CORP PLC SHS G29183103 320 4656 SH SOLE 0 0 4656 CINCINNATI FINL CORP COM 172062101 1832 23660 SH SOLE 0 0 23660 SPDR GOLD TRUST GOLD SHS 78463V107 643 5300 SH SOLE 0 0 5300 VANGUARD INDEX FDS SM CP VAL ETF 922908611 333 2922 SH SOLE 0 0 2922 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2645 29548 SH SOLE 0 0 29548 QUICKLOGIC CORP COM 74837P108 9 12500 SH SOLE 0 0 12500 ANTARES PHARMA INC COM 036642106 33 12000 SH SOLE 0 0 12000 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2667 58522 SH SOLE 0 0 58522 ISHARES TR SH TR CRPORT ETF 464288646 4018 77801 SH SOLE 0 0 77801 INVESCO EXCHANGE TRADED FD T DWA BASIC MATL 46137V704 332 6279 SH SOLE 0 0 6279 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2228 28564 SH SOLE 0 0 28564 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13020 350934 SH SOLE 0 0 350934 ISHARES TR NATIONAL MUN ETF 464288414 1144 10495 SH SOLE 0 0 10495 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1297 13695 SH SOLE 0 0 13695 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 3335 75350 SH SOLE 0 0 75350 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 816 12462 SH SOLE 0 0 12462 ISHARES TR SHRT NAT MUN ETF 464288158 2397 22737 SH SOLE 0 0 22737 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 223 10005 SH SOLE 0 0 10005 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 265 4436 SH SOLE 0 0 4436 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 222 4755 SH SOLE 0 0 4755 ISHARES TR MIN VOL USA ETF 46429B697 206 3930 SH SOLE 0 0 3930 ISHARES TR MIN VOL EAFE ETF 46429B689 799 11981 SH SOLE 0 0 11981 ISHARES INC MIN VOL GBL ETF 464286525 710 8732 SH SOLE 0 0 8732 ISHARES INC MIN VOL EMRG MKT 464286533 368 6589 SH SOLE 0 0 6589 PHILLIPS 66 COM 718546104 244 2829 SH SOLE 0 0 2829 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 940 24620 SH SOLE 0 0 24620 FACEBOOK INC CL A 30303M102 459 3501 SH SOLE 0 0 3501 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 1956 56670 SH SOLE 0 0 56670 ABBVIE INC COM 00287Y109 7521 81586 SH SOLE 0 0 81586 INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW 46138E198 262 5891 SH SOLE 0 0 5891 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 762 30227 SH SOLE 0 0 30227 ISHARES TR ESG MSCI EAFE 46435G516 232 4044 SH SOLE 0 0 4044 ISHARES TR ESG 1 5 YR USD 46435G243 401 16419 SH SOLE 0 0 16419