Top 50 GDS Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | 6.51% | 994.1K | $108.3M | +16.80%(+142.97K) | $108.59(+0.02%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.96% | 796.3K | $65.9M | +11.05%(+79.22K) | $81.72(+1.03%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.75% | 834.2K | $62.3M | +12.37%(+91.84K) | $77.24(-3.57%) | 2026-03-31 | |
| IAGG | ISHARES TR | 2.79% | 928.7K | $46.5M | +9.84%(+83.19K) | $51.33(-2.73%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.55% | 709.8K | $42.4M | -17.38%(-149.29K) | $59.84(+0.04%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.48% | 122.1K | $41.2M | -7.54%(-9.96K) | $99.78(+765.91%) | 2026-03-31 | |
| IDV | ISHARES TR | 2.38% | 932.5K | $39.7M | +4.54%(+40.49K) | $26.65(+68.54%) | 2026-03-31 | |
| WMT | WALMART INC | 2.26% | 303.1K | $37.7M | +2.99%(+8.81K) | $54.63(+140.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.14% | 124.1K | $35.7M | +1.27%(+1.56K) | $138.33(+191.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.94% | 127.5K | $32.4M | +6.05%(+7.28K) | $186.67(+60.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.19% |
| Top 20 Holdings Unweighted | +10.69% | +35.63% |
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