GDS Wealth Management
Q1 2025 13F Holdings
- Locationflower mound, TX
- Num holdings
167
- Value ($000)
$1,172,867
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $71.55M | 6 % | 658,274 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $47.62M | 4 % | 582,412 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $46.80M | 4 % | 616,580 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $34.37M | 3 % | 687,472 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $34.24M | 3 % | 371,027 | ||
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $33.49M | 3 % | 559,630 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $27.54M | 2 % | 294,094 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $27.15M | 2 % | 875,081 | ||
WMT WALMART INC | COM | 931142103 | $24.89M | 2 % | 283,514 | ||
AAPL APPLE INC | COM | 037833100 | $24.22M | 2 % | 109,019 |
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