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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 $741,612,518
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 499,117 $42,090,537 5.67%
2.
Ishares Trust
 IEF 361,759 $40,032,251 5.39%
3.
Ishares Trust
 IEF 58,907 $28,135,750 3.79%
4.
Vanguard Scottsdale Funds
 361,018 $27,975,285 3.77%
5.
Ishares Tr
 353,766 $27,604,361 3.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)