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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 $2,101,725,430
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,189,126 $129,698,023 6.17%
2.
Micron Technology Inc
 MU 77,256 $89,175,828 4.24%
3.
Vanguard Scottsdale Funds
 VCIT 900,339 $74,413,041 3.54%
4.
Vanguard Scottsdale Funds
 VCIT 951,292 $71,584,749 3.41%
5.
Advanced Micro Devices Inc
 AMD 96,203 $55,885,285 2.66%
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.