$185 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 105 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $541,000 | – | 9,810 | +100.0% | 0.29% | – |
| IEMG | New | ISHARES INCcore msci emkt | $306,000 | – | 6,699 | +100.0% | 0.16% | – |
| MON | New | MONSANTO CO NEW | $280,000 | – | 2,735 | +100.0% | 0.15% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $281,000 | – | 6,595 | +100.0% | 0.15% | – |
| CL | New | COLGATE PALMOLIVE CO | $278,000 | – | 3,754 | +100.0% | 0.15% | – |
| HD | New | HOME DEPOT INC | $275,000 | – | 2,138 | +100.0% | 0.15% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $237,000 | – | 4,540 | +100.0% | 0.13% | – |
| JNJ | New | JOHNSON & JOHNSON | $236,000 | – | 1,995 | +100.0% | 0.13% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $212,000 | – | 6,027 | +100.0% | 0.11% | – |
| EWA | New | ISHARESmsci aust etf | $204,000 | – | 9,739 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 47.1% |
| VANGUARD REIT INDEX ETF | 42 | Q3 2023 | 9.0% |
| ISHARES TR | 42 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 7.6% |
| ISHARES TR | 42 | Q3 2023 | 4.0% |
| SPDR GOLD TRUST ETF | 42 | Q3 2023 | 5.8% |
| SPDR S&P MIDCAP 400 ETF TR | 42 | Q3 2023 | 2.4% |
| VANGUARD TOTAL BOND MARKET ET | 42 | Q3 2023 | 2.1% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 3.7% |
| MCDONALDS CORP | 42 | Q3 2023 | 1.1% |
View GOULD ASSET MANAGEMENT LLC /CA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
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.