GDS WEALTH MANAGEMENT

PrivateCIK: 1940869
Location

FLOWER MOUND, TX

200
Positions
$1.66B
Total AUM (reported)
18.75M
Total Shares

Allocation by class

TOTAL AUM$1.66B200 positions
COM$832.70M50.0%
IBOXX INV CP ETF$108.35M6.5%
CL A$70.36M4.2%
INT-TERM CORP$65.90M4.0%
LG-TERM COR BD$62.33M3.7%
COM NEW$54.54M3.3%
CORE INTL AGGR$46.47M2.8%

Portfolio Concentration

Top 314.2%4–1016.6%11–2523.5%Rest45.7%TOP 1030.8%0%100%
Top 3$236.58M14.2%
4–10$275.56M16.6%
11–25$391.11M23.5%
Rest$761.03M45.7%

Top 3 weight

14.2%

Top 10 weight

30.8%

Voting Authority Distribution

Total shares with voting rights: 18.75M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

18.75M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole200
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings200
Rows:

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares994.09K
TypeSH
Market value$108.35M
6.51%
Sole
0.00
Shared
0.00
None
994.09K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares796.34K
TypeSH
Market value$65.90M
3.96%
Sole
0.00
Shared
0.00
None
796.34K

VANGUARD SCOTTSDALE FDS

SOLE
LG-TERM COR BD
Shares834.24K
TypeSH
Market value$62.33M
3.75%
Sole
0.00
Shared
0.00
None
834.24K

ISHARES TR

SOLE
CORE INTL AGGR
Shares928.73K
TypeSH
Market value$46.47M
2.79%
Sole
0.00
Shared
0.00
None
928.73K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares709.78K
TypeSH
Market value$42.43M
2.55%
Sole
0.00
Shared
0.00
None
709.78K

MICRON TECHNOLOGY INC

SOLE
COM
Shares122.08K
TypeSH
Market value$41.24M
2.48%
Sole
0.00
Shared
0.00
None
122.08K

ISHARES TR

SOLE
INTL SEL DIV ETF
Shares932.53K
TypeSH
Market value$39.69M
2.38%
Sole
0.00
Shared
0.00
None
932.53K

WALMART INC

SOLE
COM
Shares303.13K
TypeSH
Market value$37.67M
2.26%
Sole
0.00
Shared
0.00
None
303.13K

ALPHABET INC

SOLE
CAP STK CL A
Shares124.09K
TypeSH
Market value$35.68M
2.14%
Sole
0.00
Shared
0.00
None
124.09K

APPLE INC

SOLE
COM
Shares127.54K
TypeSH
Market value$32.37M
1.94%
Sole
0.00
Shared
0.00
None
127.54K

ISHARES TR

SOLE
PFD AND INCM SEC
Shares1.06M
TypeSH
Market value$31.99M
1.92%
Sole
0.00
Shared
0.00
None
1.06M

FIRST TR EXCHNG TRADED FD VI

SOLE
SMITH OPPORT FXD
Shares685.74K
TypeSH
Market value$29.89M
1.80%
Sole
0.00
Shared
0.00
None
685.74K

AMAZON COM INC

SOLE
COM
Shares139.72K
TypeSH
Market value$29.10M
1.75%
Sole
0.00
Shared
0.00
None
139.72K

NVIDIA CORPORATION

SOLE
COM
Shares155.62K
TypeSH
Market value$27.14M
1.63%
Sole
0.00
Shared
0.00
None
155.62K

JPMORGAN CHASE & CO

SOLE
COM
Shares90.88K
TypeSH
Market value$26.73M
1.61%
Sole
0.00
Shared
0.00
None
90.88K

ISHARES TR

SOLE
MSCI USA MIN VOL
Shares278.15K
TypeSH
Market value$25.80M
1.55%
Sole
0.00
Shared
0.00
None
278.15K

SALESFORCE INC

SOLE
COM
Shares136.69K
TypeSH
Market value$25.52M
1.53%
Sole
0.00
Shared
0.00
None
136.69K

HEWLETT PACKARD ENTERPRISE C

SOLE
COM
Shares1.06M
TypeSH
Market value$25.24M
1.52%
Sole
0.00
Shared
0.00
None
1.06M

SYNOPSYS INC

SOLE
COM
Shares63.24K
TypeSH
Market value$25.08M
1.51%
Sole
0.00
Shared
0.00
None
63.24K

LAM RESEARCH CORP

SOLE
COM NEW
Shares116.25K
TypeSH
Market value$24.84M
1.49%
Sole
0.00
Shared
0.00
None
116.25K

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares58.91K
TypeSH
Market value$24.55M
1.48%
Sole
0.00
Shared
0.00
None
58.91K

MICROSOFT CORP

SOLE
COM
Shares65.26K
TypeSH
Market value$24.16M
1.45%
Sole
0.00
Shared
0.00
None
65.26K

TJX COS INC NEW

SOLE
COM
Shares149.46K
TypeSH
Market value$23.87M
1.43%
Sole
0.00
Shared
0.00
None
149.46K

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares446.97K
TypeSH
Market value$23.79M
1.43%
Sole
0.00
Shared
0.00
None
446.97K

FIRST TR EXCHANGE-TRADED FD

SOLE
LNG DUR OPRTUN
Shares1.09M
TypeSH
Market value$23.43M
1.41%
Sole
0.00
Shared
0.00
None
1.09M
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