GDS Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationflower mound, TX
- CIK0001940869
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
171 | $1.10B | LQD, FTSM, VCIT, IUSV | 13F-HR | Jan 24, 2025 | 000122107325000013 | ||
165 | $1.03B | FTSM, LQD, IUSV, VCLT | 13F-HR | Nov 4, 2024 | 000122107324000097 | ||
141 | $911.59M | LQD, IUSV, FTSM, USMV | 13F-HR | Aug 9, 2024 | 000122107324000060 | ||
137 | $853.87M | LQD, IUSV, IVV, USMV | 13F-HR | Apr 24, 2024 | 000122107324000030 | ||
130 | $741.61M | IUSV, LQD, IVV, VTC | 13F-HR | Feb 7, 2024 | 000122107324000012 | ||
122 | $635.97M | FIXD, IUSV, LQD, USMV | 13F-HR | Oct 19, 2023 | 000117266123003464 | ||
122 | $616.08M | FIXD, IUSV, LQD, IVV | 13F-HR | Jul 27, 2023 | 000117266123002640 | ||
110 | $565.80M | FIXD, LQD, IUSV, FTGC | 13F-HR | May 10, 2023 | 000117266123001953 | ||
117 | $523.58M | IUSV, FIXD, LQD, IVV | 13F-HR | Jan 26, 2023 | 000117266123000298 | ||
104 | $449.11M | IUSV, IVV, FVD, IEMG | 13F-HR | Oct 20, 2022 | 000160658722001928 | ||
101 | $446.16M | IUSV, IVV, ISTB, FVD | 13F-HR | Aug 5, 2022 | 000160658722001619 | ||
102 | $454.16M | IUSV, IVV, IEFA, AGG | 13F-HR | Aug 5, 2022 | 000160658722001618 | ||
101 | $447.10M | IVV, IUSV, IEFA, AGG | 13F-HR | Aug 5, 2022 | 000160658722001624 |