Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 45 | Q2 2024 | 47.1% |
VANGUARD REIT INDEX ETF | 45 | Q2 2024 | 9.0% |
ISHARES TR | 45 | Q2 2024 | 5.1% |
VANGUARD INDEX FDS | 45 | Q2 2024 | 7.6% |
ISHARES TR | 45 | Q2 2024 | 4.0% |
SPDR GOLD TRUST ETF | 45 | Q2 2024 | 5.8% |
SPDR S&P MIDCAP 400 ETF TR | 45 | Q2 2024 | 2.4% |
VANGUARD TOTAL BOND MARKET ET | 45 | Q2 2024 | 2.1% |
VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 3.7% |
APPLE INC | 45 | Q2 2024 | 1.5% |
View GOULD ASSET MANAGEMENT LLC /CA/'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-05 |
13F-HR | 2024-05-03 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-24 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-09 |
13F-HR/A | 2022-11-16 |
13F-HR | 2022-11-15 |
View GOULD ASSET MANAGEMENT LLC /CA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.