GDS Wealth Management

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), GDS Wealth Management reported 171 stock positions worth $1.1 billion. Its top holding was Ishr Ibx Usd Invgd CB ETF-Ui (LQD) at 5.8% of the portfolio, followed by First Trust Enh Short Mat FD (FTSM, 4.6%) and Vanguard Int-Term Corporate (VCIT, 3.6%). Compared with Q3 2024, it opened 13 new positions, sold out of 7, added to 95 and reduced 41. The biggest buy was Edwards Lifesciences (EW, shares +46%) and the biggest sale First Trust Enh Short Mat FD (FTSM, shares −43%).

Most Recent 13F
Q2 2026
Location
FLOWER MOUND, TX
CIK
0001940869
Portfolio Value
$1.1B (Q4 2024)
SEC Filing
0001221073-25-000013 ↗ filed Jan 24, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $853.9M Q1 2024 Q2 2024: $911.6M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.1B $1.1B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.5B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 171 stocks · $1.1B
LQD Ishr Ibx Usd Invgd CB ETF-Ui 5.80% 596,325 $63.7M Add +10.1%
FTSM First Trust Enh Short Mat FD 4.56% 837,263 $50.0M Reduce -43.1%
VCIT Vanguard Int-Term Corporate 3.60% 492,427 $39.5M Add +17.8%
IUSV iShares Core S&P U.S. Value 3.53% 418,271 $38.7M Reduce -7.6%
VCLT Vanguard Long-Term Corp. Bond 3.51% 515,633 $38.6M Add +17.9%
IAGG iShares Intl Aggregate Bond 2.86% 628,410 $31.4M Add +9.7%
USMV iShares MSCI USA Min Vol Fac 2.46% 303,904 $27.0M Reduce -7.1%
AMZN Amazon.com Inc. 2.43% 121,496 $26.7M Add +2.4%
AAPL Apple Inc. 2.39% 104,647 $26.2M Add +12.8%
WMT Walmart Inc. 2.32% 281,593 $25.4M Add +4.2%
IDV iShares International Select 2.18% 875,373 $24.0M Add +1.1%
GOOGL Alphabet Inc. Class A 2.02% 117,294 $22.2M Add +2.8%
CRM Salesforce Inc. 1.85% 60,766 $20.3M Add +3.2%
IVV iShares Core S&P 500 ETF 1.81% 33,747 $19.9M Reduce -4.6%
PFF iShares Preferred & Income S 1.79% 623,570 $19.6M Add +11.6%
TT Trane Technologies PLC 1.77% 52,746 $19.5M Add +1.9%
MSFT Microsoft Corp. 1.77% 46,039 $19.4M Add +5.4%
JPM JPMorgan Chase & Co. 1.74% 79,875 $19.1M Add +3.2%
DEED First Trust Securitized Plus 1.71% 905,926 $18.7M Add +12.2%
IGIB iShares 5-10Y Inv Grade Corp. 1.70% 362,728 $18.7M Add +12.5%
AXP American Express Co. 1.69% 62,468 $18.5M Add +3.7%
LGOV First TR Long Duration O-ETF 1.66% 876,285 $18.3M Add +13.0%
ALL Allstate Corp. 1.57% 89,233 $17.2M Add +3.8%
LHX L3HARRIS Technologies Inc. 1.52% 79,585 $16.7M Add +3.8%
FANG Diamondback Energy Inc. 1.52% 101,900 $16.7M Add +3.8%
FIXD First Trust Smith Opportunis 1.51% 386,356 $16.6M Add +12.7%
IR Ingersoll-Rand Inc. 1.43% 173,581 $15.7M Add +3.8%
FISV Fiserv Inc. 1.42% 75,901 $15.6M Add +4.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.40% 127,268 $15.4M Add +5.2%
META Meta Platforms Inc. Class A 1.40% 26,197 $15.3M Add +5.2%
ICE Intercontinental Exchange Inc. 1.39% 102,622 $15.3M Reduce -0.8%
IYF iShares US Financials ETF 1.38% 137,208 $15.2M Reduce -6.8%
HD Home Depot Inc. 1.33% 37,545 $14.6M Add +6.7%
SDVY First Trust Smid Cap Rising 1.32% 404,829 $14.5M Add +4.8%
SPGI S&P Global Inc. 1.32% 29,055 $14.5M Add +6.2%
V Visa Inc. Class A 1.30% 45,318 $14.3M Add +6.8%
EW Edwards Lifesciences Corp. 1.29% 191,013 $14.1M Add +46.2%
DXCM Dexcom Inc. 1.13% 159,997 $12.4M Add +17.8%
NXPI NXP Semiconductors NV 1.12% 59,308 $12.3M Add +6.4%
STE Steris PLC 1.09% 58,243 $12.0M Add +5.6%
UNH Unitedhealth Group Inc. 1.07% 23,144 $11.7M Add +7.5%
IQV Iqvia Holdings Inc. 1.07% 59,529 $11.7M Add +8.4%
FJUL FT Vest US Equity Buffer ETF 0.98% 219,589 $10.8M Add +9.8%
AMD Advanced Micro Devices 0.97% 88,136 $10.6M Add +9.0%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.92% 135,339 $10.1M Add +119.6%
HPE Hewlett Packard Enterprise 0.53% 270,821 $5.8M Add +110.3%
XOM Exxon Mobil Corp. 0.52% 52,668 $5.7M Reduce -5.8%
COST Costco Wholesale Corp. 0.48% 5,810 $5.3M Add +405.2%
WIX Wix.com Ltd. 0.46% 23,735 $5.1M Add +846.0%
THC Tenet Healthcare Corp. 0.44% 38,596 $4.9M Add +1162.1%
MPWR Monolithic Power Systems Inc. 0.44% 8,168 $4.8M Add +1527.1%
OSCR Oscar Health Inc. Class A 0.42% 345,817 $4.6M Add +1545.3%
DECK Deckers Outdoor Corp. 0.38% 20,616 $4.2M Add +44.5%
CRWD CrowdStrike Holdings Inc. Class A 0.37% 11,959 $4.1M Add +42.5%
HUBS HubSpot Inc. 0.37% 5,844 $4.1M Add +44.5%
PG The Procter & Gamble Co. 0.37% 23,915 $4.0M Add +46.9%
HQY Healthequity Inc. 0.36% 41,131 $3.9M Add +43.6%
NVDA Nvidia Corp. 0.36% 29,110 $3.9M Add +55.6%
CMG Chipotle Mexican Grill Inc. 0.33% 60,624 $3.7M Add +599.6%
TW Tradeweb Markets Inc. Class A 0.33% 27,901 $3.7M Add +48.9%
VTC Vanguard Total Corporate BND 0.33% 48,108 $3.6M Reduce -31.4%
LRCX Lam Research Corp. 0.31% 47,527 $3.4M Add +701.5%
PINS Pinterest Inc. Class A 0.31% 117,071 $3.4M Add +50.6%
WELL Welltower Inc. 0.31% 26,903 $3.4M Add +688.0%
GWRE Guidewire Software Inc. 0.29% 18,752 $3.2M Add +618.5%
MLM Martin Marietta Materials 0.28% 5,942 $3.1M Add +57.5%
HAL Halliburton Co. 0.27% 107,955 $2.9M Reduce -4.8%
MSI Motorola Solutions Inc. 0.26% 6,204 $2.9M Add +83.3%
AVGO Broadcom Inc. 0.24% 11,504 $2.7M Add +7.1%
TLT iShares 20+ Year Treasury BD 0.24% 29,915 $2.6M Reduce -32.7%
MU Micron Technology Inc. 0.24% 30,947 $2.6M New
FDL First Trust Morn DVD Lead Inc. 0.24% 64,263 $2.6M Reduce -3.6%
VCSH Vanguard S/T Corp. Bond ETF 0.21% 29,834 $2.3M Reduce -0.2%
SYF Synchrony Financial 0.20% 33,660 $2.2M Reduce -1.9%
FJUN FT Vest US Equity Buff ETF-J 0.19% 40,465 $2.1M New
SPOT Spotify Technology SA 0.18% 4,420 $2.0M Add +227.4%
NTRA Natera Inc. 0.18% 12,463 $2.0M Add +245.0%
GDDY GoDaddy Inc. Class A 0.18% 9,824 $1.9M Add +252.2%
BSX Boston Scientific Corp. 0.18% 21,596 $1.9M Add +269.2%
FTNT Fortinet Inc. 0.17% 20,237 $1.9M Add +253.5%
SHAK Shake Shack Inc. Class A 0.17% 14,277 $1.9M Add +253.6%
ADI Analog Devices Inc. 0.16% 8,335 $1.8M Add +314.1%
TSCO Tractor Supply Company 0.16% 33,154 $1.8M Add +261.6%
MANH Manhattan Associates Inc. 0.16% 6,347 $1.7M Add +281.4%
TOL Toll Brothers Inc. 0.14% 12,419 $1.6M Add +297.8%
ETN Eaton Corp. PLC 0.14% 4,535 $1.5M Add +0.9%
AVAV Aerovironment Inc. 0.13% 9,071 $1.4M Add +327.3%
TMUS T-Mobile US Inc. 0.11% 5,515 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.11% 4,089 $1.2M Add +7.6%
ACN Accenture PLC Class A 0.10% 3,124 $1.1M Add +0.1%
IJH iShares Core S&P Midcap ETF 0.09% 16,151 $1.0M Add +14.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 4,469 $982K Reduce -10.9%
BRK.B Berkshire Hathaway Inc. Class B 0.08% 2,036 $923K Add +1.8%
IEFA iShares Core MSCI Eafe ETF 0.07% 11,490 $808K Add +12.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 2,949 $779K Reduce -7.8%
CL Colgate-Palmolive Co. 0.07% 8,443 $768K No change
IUSG iShares Core S&P U.S. Growth 0.07% 5,263 $733K Reduce -1.3%
MCD McDonald's Corp. 0.06% 2,420 $702K Reduce -3.4%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 2,917 $701K Reduce -1.3%
IVW iShares S&P 500 Growth ETF 0.06% 6,725 $683K Add +4.9%
LMT Lockheed Martin Corp. 0.06% 1,358 $660K Reduce -3.1%
CME Cme Group Inc. 0.06% 2,838 $659K Reduce -10.5%
ACWI iShares MSCI Acwi ETF 0.06% 5,339 $627K No change
ATO Atmos Energy Corp. 0.05% 4,306 $600K No change
QQQ Invesco QQQ Trust Series 1 0.05% 1,146 $586K Reduce -1.0%
VOO Vanguard S&P 500 ETF 0.05% 1,067 $575K Add +16.0%
DFAC Dimensional US Core Equity 2 0.05% 15,806 $547K No change
HDV iShares Core High Dividend E 0.05% 4,751 $533K Reduce -10.6%
KO The Coca-Cola Co. 0.05% 8,441 $526K Reduce -2.6%
LIN Linde PLC 0.05% 1,238 $518K Reduce -1.0%
JNJ Johnson & Johnson 0.05% 3,570 $516K Reduce -11.5%
VBTX Veritex Holdings Inc. 0.05% 19,000 $516K No change
UNP Union Pacific Corp. 0.05% 2,214 $505K Add +0.2%
EMR Emerson Electric Co. 0.04% 3,965 $491K Add +2.0%
ABBV Abbvie Inc. 0.04% 2,656 $472K Reduce -2.5%
ABT Abbott Laboratories 0.04% 4,149 $469K Reduce -0.3%
MTUM iShares MSCI USA Momentum Fa 0.04% 2,265 $469K Add +7.9%
FAST Fastenal Co. 0.04% 6,370 $458K Reduce -1.1%
PLAY Dave & Buster's Entertainmen 0.04% 15,202 $444K No change
PPG PPG Industries Inc. 0.04% 3,627 $433K No change
DFUV Dimensional US Marketwide Va 0.04% 10,485 $429K Reduce -0.0%
BKNG Booking Holdings Inc. 0.04% 86 $427K Reduce -11.3%
PCAR Paccar Inc. 0.04% 4,096 $426K Reduce -4.0%
VEA Vanguard Ftse Developed ETF 0.04% 8,702 $416K Reduce -48.7%
IJR iShares Core S&P Small-Cap E 0.04% 3,548 $409K Add +12.4%
MA Mastercard Inc. Class A 0.04% 765 $403K Add +3.2%
MET Metlife Inc. 0.04% 4,824 $395K Reduce -3.6%
VYM Vanguard High DVD Yield ETF 0.04% 3,092 $395K Add +0.1%
IVE iShares S&P 500 Value ETF 0.04% 2,060 $393K Add +16.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,266 $384K Add +45.1%
ORN Orion Group Holdings Inc. 0.03% 51,338 $376K No change
ROL Rollins Inc. 0.03% 8,045 $373K No change
IEMG iShares Core MSCI Emerging 0.03% 6,774 $354K Add +9.0%
GOOG Alphabet Inc. Class C 0.03% 1,834 $349K Add +8.3%
AZN Astrazeneca PLC-Spons ADR 0.03% 4,973 $326K Reduce -12.9%
ET Energy Transfer LP 0.03% 16,560 $324K No change
FBCG Fidelity Blue Chip Grow ETF 0.03% 6,879 $318K No change
AFL Aflac Inc. 0.03% 2,933 $303K No change
PLD Prologis Inc. 0.03% 2,814 $297K Reduce -1.4%
EQIX Equinix Inc. 0.03% 310 $292K Reduce -2.8%
TSLA Tesla Inc. 0.03% 719 $290K New
AEP American Electric Power 0.03% 3,144 $290K Reduce -17.5%
EFAV iShares MSCI Eafe Min Vol Fa 0.03% 4,007 $283K Reduce -6.7%
AGG iShares Core U.S. Aggregate 0.03% 2,880 $279K Add +8.6%
IXUS iShares Core Intl Stock ETF 0.02% 4,102 $271K Add +20.2%
DFAS Dimensional US Small Cap ETF 0.02% 4,099 $267K No change
BTMD Biote Corp. Class A 0.02% 42,789 $264K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 617 $253K New
ORCL Oracle Corp. 0.02% 1,500 $250K Add +3.7%
PPBI Pacific Premier Bancorp Inc. 0.02% 9,938 $248K No change
GOVT iShares US Treasury Bond ETF 0.02% 10,742 $247K Add +2.9%
DGRO iShares Core Dividend Growth 0.02% 3,873 $238K No change
CVX Chevron Corp. 0.02% 1,634 $237K Reduce -14.0%
COP Conocophillips 0.02% 2,324 $230K Add +13.0%
XLK SS Technology Select Sector 0.02% 986 $229K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.02% 1,409 $228K No change
DFAT Dimensional US Target Value 0.02% 4,090 $228K No change
RTX RTX Corp. 0.02% 1,967 $228K Add +1.6%
NEE Nextera Energy Inc. 0.02% 3,081 $221K No change
BAH Booz Allen Hamilton Holdings 0.02% 1,677 $216K New
IWR iShares Russell Mid-Cap ETF 0.02% 2,414 $213K New
VOOG Vanguard S&P 500 Growth ETF 0.02% 579 $212K New
XLI SS Industrial Select Sector 0.02% 1,601 $211K Reduce -12.6%
WFC Wells Fargo & Co. 0.02% 2,982 $209K New
BMY Bristol-Myers Squibb Co. 0.02% 3,638 $206K New
CSCO Cisco Systems Inc. 0.02% 3,471 $205K New
RDVY First Trust Rising Dividend 0.02% 3,455 $204K Reduce -10.9%
LMAT Lemaitre Vascular Inc. 0.02% 2,212 $204K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.02% 346 $203K New
PM Philip Morris International 0.02% 1,679 $202K New
TLRY Tilray Brands Inc. 0.00% 18,026 $24K No change

Portfolio Sells Q3 2024 → Q4 2024
FTSM First Trust Enh Short Mat FD Reduce -43.1% 4.56% −4.03
IUSV iShares Core S&P U.S. Value Reduce -7.6% 3.53% −0.68
USMV iShares MSCI USA Min Vol Fac Reduce -7.1% 2.46% −0.45
ICE Intercontinental Exchange Inc. Reduce -0.8% 1.39% −0.23
QRVO Qorvo Inc. Sold out 0.00% −0.21
VTC Vanguard Total Corporate BND Reduce -31.4% 0.33% −0.21
TLT iShares 20+ Year Treasury BD Reduce -32.7% 0.24% −0.19
IVV iShares Core S&P 500 ETF Reduce -4.6% 1.81% −0.18
XOM Exxon Mobil Corp. Reduce -5.8% 0.52% −0.12
IYF iShares US Financials ETF Reduce -6.8% 1.38% −0.11
HAL Halliburton Co. Reduce -4.8% 0.27% −0.05
VEA Vanguard Ftse Developed ETF Reduce -48.7% 0.04% −0.05
FDL First Trust Morn DVD Lead Inc. Reduce -3.6% 0.24% −0.04
MDT Medtronic PLC Sold out 0.00% −0.03
IEF iShares 7-10 Year Treasury B Sold out 0.00% −0.02
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.02
MPC Marathon Petroleum Corp. Sold out 0.00% −0.02
MHK Mohawk Industries Inc. Sold out 0.00% −0.02
CARR Carrier Global Corp. Sold out 0.00% −0.02
LMT Lockheed Martin Corp. Reduce -3.1% 0.06% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.2% 0.21% −0.02
IBM Intl Business Machines Corp. Reduce -10.9% 0.09% −0.02
JNJ Johnson & Johnson Reduce -11.5% 0.05% −0.02
AZN Astrazeneca PLC-Spons ADR Reduce -12.9% 0.03% −0.01
KO The Coca-Cola Co. Reduce -2.6% 0.05% −0.01
HDV iShares Core High Dividend E Reduce -10.6% 0.05% −0.01
AEP American Electric Power Reduce -17.5% 0.03% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.8% 0.07% −0.01
LIN Linde PLC Reduce -1.0% 0.05% −0.01
MCD McDonald's Corp. Reduce -3.4% 0.06% −0.01
ABBV Abbvie Inc. Reduce -2.5% 0.04% −0.01
CME Cme Group Inc. Reduce -10.5% 0.06% −0.01
PLD Prologis Inc. Reduce -1.4% 0.03% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -6.7% 0.03% −0.01
CVX Chevron Corp. Reduce -14.0% 0.02% −0.01
XLI SS Industrial Select Sector Reduce -12.6% 0.02% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.3% 0.06% −0.00
MET Metlife Inc. Reduce -3.6% 0.04% −0.00
RDVY First Trust Rising Dividend Reduce -10.9% 0.02% −0.00
ABT Abbott Laboratories Reduce -0.3% 0.04% −0.00
DFUV Dimensional US Marketwide Va Reduce -0.0% 0.04% −0.00
FAST Fastenal Co. Reduce -1.1% 0.04% −0.00
PCAR Paccar Inc. Reduce -4.0% 0.04% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 0.05% −0.00
IUSG iShares Core S&P U.S. Growth Reduce -1.3% 0.07% −0.00
EQIX Equinix Inc. Reduce -2.8% 0.03% −0.00
BKNG Booking Holdings Inc. Reduce -11.3% 0.04% −0.00
SYF Synchrony Financial Reduce -1.9% 0.20% +0.03

Portfolio Buys Q3 2024 → Q4 2024
EW Edwards Lifesciences Corp. Add +46.2% 1.29% +0.45
WIX Wix.com Ltd. Add +846.0% 0.46% +0.42
MPWR Monolithic Power Systems Inc. Add +1527.1% 0.44% +0.40
THC Tenet Healthcare Corp. Add +1162.1% 0.44% +0.39
COST Costco Wholesale Corp. Add +405.2% 0.48% +0.39
OSCR Oscar Health Inc. Class A Add +1545.3% 0.42% +0.38
EL Estee Lauder Companies Class A Add +119.6% 0.92% +0.33
CMG Chipotle Mexican Grill Inc. Add +599.6% 0.33% +0.28
AAPL Apple Inc. Add +12.8% 2.39% +0.28
CRM Salesforce Inc. Add +3.2% 1.85% +0.28
AMZN Amazon.com Inc. Add +2.4% 2.43% +0.27
HPE Hewlett Packard Enterprise Add +110.3% 0.53% +0.27
WELL Welltower Inc. Add +688.0% 0.31% +0.27
LRCX Lam Research Corp. Add +701.5% 0.31% +0.27
DXCM Dexcom Inc. Add +17.8% 1.13% +0.25
GWRE Guidewire Software Inc. Add +618.5% 0.29% +0.24
MU Micron Technology Inc. New 0.24% +0.24
WMT Walmart Inc. Add +4.2% 2.32% +0.19
VCIT Vanguard Int-Term Corporate Add +17.8% 3.60% +0.19
FJUN FT Vest US Equity Buff ETF-J New 0.19% +0.19
GOOGL Alphabet Inc. Class A Add +2.8% 2.02% +0.18
V Visa Inc. Class A Add +6.8% 1.30% +0.17
HUBS HubSpot Inc. Add +44.5% 0.37% +0.16
DECK Deckers Outdoor Corp. Add +44.5% 0.38% +0.16
JPM JPMorgan Chase & Co. Add +3.2% 1.74% +0.15
FISV Fiserv Inc. Add +4.7% 1.42% +0.15
CRWD CrowdStrike Holdings Inc. Class A Add +42.5% 0.37% +0.14
NTRA Natera Inc. Add +245.0% 0.18% +0.14
NVDA Nvidia Corp. Add +55.6% 0.36% +0.13
GDDY GoDaddy Inc. Class A Add +252.2% 0.18% +0.13
SPOT Spotify Technology SA Add +227.4% 0.18% +0.13
HQY Healthequity Inc. Add +43.6% 0.36% +0.13
FTNT Fortinet Inc. Add +253.5% 0.17% +0.13
SHAK Shake Shack Inc. Class A Add +253.6% 0.17% +0.13
BSX Boston Scientific Corp. Add +269.2% 0.18% +0.13
ADI Analog Devices Inc. Add +314.1% 0.16% +0.12
MSI Motorola Solutions Inc. Add +83.3% 0.26% +0.11
MANH Manhattan Associates Inc. Add +281.4% 0.16% +0.11
TSCO Tractor Supply Company Add +261.6% 0.16% +0.11
TW Tradeweb Markets Inc. Class A Add +48.9% 0.33% +0.11
AXP American Express Co. Add +3.7% 1.69% +0.10
TOL Toll Brothers Inc. Add +297.8% 0.14% +0.10
PG The Procter & Gamble Co. Add +46.9% 0.37% +0.09
AVAV Aerovironment Inc. Add +327.3% 0.13% +0.09
MLM Martin Marietta Materials Add +57.5% 0.28% +0.08
PINS Pinterest Inc. Class A Add +50.6% 0.31% +0.06
AVGO Broadcom Inc. Add +7.1% 0.24% +0.06
VCLT Vanguard Long-Term Corp. Bond Add +17.9% 3.51% +0.05
FJUL FT Vest US Equity Buffer ETF Add +9.8% 0.98% +0.04
TSLA Tesla Inc. New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 232$2.1BLQD, MU, VCIT, VCLT, AMD
Q1 2026 200$1.7BLQD, VCIT, VCLT, IAGG, FTSM
Q4 2025 188$1.6BLQD, VCIT, VCLT, FTSM, IAGG
Q3 2025 186$1.5BLQD, VCIT, VCLT, IAGG, IDV
Q2 2025 175$1.4BLQD, VCIT, VCLT, IAGG, IUSV
Q1 2025 167$1.2BLQD, VCIT, VCLT, IAGG, IUSV
Q4 2024 171$1.1BLQD, FTSM, VCIT, IUSV, VCLT
Q3 2024 165$1.0BFTSM, LQD, IUSV, VCLT, VCIT
Q2 2024 141$911.6MLQD, IUSV, FTSM, USMV, VCIT
Q1 2024 137$853.9MLQD, IUSV, IVV, USMV, IDV