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Home > Institutional Investor > Gds Wealth Management > Profile

Instuitional Investor - Gds Wealth Management

Fund Profile
Filing Period:
Fund Name: Gds Wealth Management
Portfolio Value $2,237,510,664
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,409,043 $143,976,022 6.43%
2.
Micron Technology Inc
 MU 77,135 $82,157,260 3.67%
3.
Vanguard Scottsdale Funds
 VCIT 1,007,514 $78,898,395 3.53%
4.
Vanguard Scottsdale Funds
 VCIT 1,089,864 $74,655,682 3.34%
5.
Ishares Tr
 1,145,188 $56,343,241 2.52%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.