GDS Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Flower Mound, TX
CIK
0001940869
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 130 741,612 IUSV, LQD, IVV, VTC 13F-HR 2/6/2024 000122107324000012
Q3 2023 122 635,971 FIXD, IUSV, LQD, USMV 13F-HR 10/19/2023 000117266123003464
Q2 2023 122 616,076 FIXD, IUSV, LQD, IVV 13F-HR 7/27/2023 000117266123002640
Q1 2023 110 565,802 FIXD, LQD, IUSV, FTGC 13F-HR 5/10/2023 000117266123001953
Q4 2022 117 523,577 IUSV, FIXD, LQD, IVV 13F-HR 1/26/2023 000117266123000298
Q3 2022 104 449,107 IUSV, IVV, FVD, IEMG 13F-HR 10/20/2022 000160658722001928
Q2 2022 101 446,156 IUSV, IVV, ISTB, FVD 13F-HR 8/5/2022 000160658722001619
Q1 2022 102 454,156 IUSV, IVV, IEFA, AGG 13F-HR 8/5/2022 000160658722001618
Q4 2021 101 447,096 IVV, IUSV, IEFA, AGG 13F-HR 8/5/2022 000160658722001624