GDS Wealth Management
Q4 2024 13F Holdings
- Locationflower mound, TX
- Num holdings
171
- Value ($000)
$1,097,554
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001940869
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $63.71M | 6 % | 596,325 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $50.04M | 5 % | 837,263 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $39.53M | 4 % | 492,427 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $38.73M | 4 % | 418,271 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $38.56M | 4 % | 515,633 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $31.37M | 3 % | 628,410 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $26.98M | 3 % | 303,904 | ||
AMZN AMAZON COM INC | COM | 023135106 | $26.66M | 2 % | 121,496 | ||
AAPL APPLE INC | COM | 037833100 | $26.21M | 2 % | 104,647 | ||
WMT WALMART INC | COM | 931142103 | $25.44M | 2 % | 281,593 |
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