$231 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 138 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $569,000 | – | 2,869 | +100.0% | 0.25% | – |
| ESGE | New | ISHARES INCmsci em esg opz | $312,000 | – | 4,220 | +100.0% | 0.14% | – |
| VALE | New | VALE S Aadr | $270,000 | – | 22,059 | +100.0% | 0.12% | – |
| EZA | New | ISHARES INCmsci sth afr etf | $238,000 | – | 3,394 | +100.0% | 0.10% | – |
| LOW | New | LOWES COS INC | $228,000 | – | 2,450 | +100.0% | 0.10% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $219,000 | – | 2,938 | +100.0% | 0.10% | – |
| AIG | New | AMERICAN INTL GROUP INC | $209,000 | – | 3,500 | +100.0% | 0.09% | – |
| USB | New | US BANCORP DEL | $209,000 | – | 3,900 | +100.0% | 0.09% | – |
| NKE | New | NIKE INCcl b | $205,000 | – | 3,285 | +100.0% | 0.09% | – |
| THD | New | ISHARES INCmsci thailnd etf | $206,000 | – | 2,230 | +100.0% | 0.09% | – |
| MBB | New | ISHARES TRmbs etf | $200,000 | – | 1,880 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-09
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.