$301 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 146 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 7.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | S&P 500 DEPOSITORY RECEIPTtr unit | $101,890,000 | +7.9% | 316,567 | -0.5% | 33.84% | +1.3% |
| VGSH | Sell | VANGUARD SHORT TERM TREASURYshort term treas | $25,848,000 | -9.2% | 424,928 | -9.0% | 8.58% | -14.7% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATEshrt trm corp bd | $14,944,000 | +11.6% | 184,428 | +11.6% | 4.96% | +4.8% |
| IVV | Buy | ISHARES S&P 500 INDEX ETFcore s&p500 etf | $10,185,000 | +10.2% | 31,510 | +1.8% | 3.38% | +3.5% |
| TLT | Buy | ISHARES BARCLAYS 20 YEAR TRE20 yr tr bd etf | $9,731,000 | +54.1% | 71,827 | +62.7% | 3.23% | +44.7% |
| EFA | Buy | ISHARES MSCI EAFE INDEX ETFmsci eafe etf | $8,183,000 | +16.7% | 117,837 | +9.6% | 2.72% | +9.6% |
| VNQ | Buy | VANGUARD REIT INDEX ETFreal estate etf | $7,779,000 | +2.3% | 83,830 | +2.8% | 2.58% | -3.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEXallwrld ex us | $5,953,000 | +8.4% | 110,750 | +0.6% | 1.98% | +1.8% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEextend mkt etf | $5,921,000 | +9.9% | 46,996 | +1.5% | 1.97% | +3.3% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKEftse dev mkt etf | $4,503,000 | -5.8% | 102,205 | -12.1% | 1.50% | -11.5% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ET0-5 yr tips etf | $3,934,000 | +4.0% | 39,058 | +3.4% | 1.31% | -2.3% |
| MMM | Sell | 3M COMPANY | $3,689,000 | +6.8% | 20,908 | -0.5% | 1.22% | +0.3% |
| GLDM | Buy | WORLD GOLD TR SPDR GLD MINISspdr gld minis | $2,979,000 | +10.3% | 196,775 | +7.1% | 0.99% | +3.6% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETtotal bnd mrkt | $2,873,000 | -25.8% | 34,265 | -25.3% | 0.95% | -30.3% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $2,718,000 | +2.6% | 187,420 | -0.3% | 0.90% | -3.6% |
| MCD | Buy | MCDONALDS CORP | $2,708,000 | -7.3% | 13,702 | +0.7% | 0.90% | -13.0% |
| MDY | Buy | SPDR S&P MID CAP 400 ETFutser1 s&pdcrp | $2,519,000 | +7.5% | 6,711 | +0.9% | 0.84% | +1.0% |
| BLV | Buy | VANGUARD LONG-TERM BOND INDEXlong term bond | $2,504,000 | +3.0% | 24,955 | +5.4% | 0.83% | -3.3% |
| VCLT | Buy | VANGUARD LONG TERM CORPORATElg-term cor bd | $2,314,000 | +5.5% | 22,827 | +5.2% | 0.77% | -0.9% |
| GLD | Sell | SPDR GOLD TRUST ETF | $2,295,000 | +0.7% | 16,061 | -2.1% | 0.76% | -5.5% |
| VTIP | Buy | VANGUARD ST TIPS BOND FDstrm infproidx | $2,196,000 | +5.7% | 44,563 | +5.2% | 0.73% | -0.8% |
| VWO | Buy | VANGUARD EMERGING MARKETS ETFftse emr mkt etf | $2,104,000 | +10.6% | 47,320 | +0.1% | 0.70% | +3.9% |
| BOND | Buy | PIMCOTOTAL RETURN ETFactive bd etf | $2,093,000 | +8.9% | 19,411 | +10.0% | 0.70% | +2.2% |
| MRK | MERCK & CO INC | $2,056,000 | +8.0% | 22,606 | 0.0% | 0.68% | +1.5% | |
| AAPL | Sell | APPLE COMPUTER INC. | $1,908,000 | +25.9% | 6,498 | -3.9% | 0.63% | +18.3% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY Eintl eqty etf | $1,765,000 | +16.6% | 52,477 | +10.4% | 0.59% | +9.5% |
| BAB | Sell | POWERSHARES BUILD AMERICA BONtaxable mun bd | $1,748,000 | -4.0% | 55,179 | -1.8% | 0.58% | -9.8% |
| SPLG | Sell | SPDR PORTFOLIO LARGE CAP ETFportfolio lr etf | $1,660,000 | +8.1% | 43,891 | -0.4% | 0.55% | +1.5% |
| SPYX | Buy | SPDR SER TR SP500 FOSL ETFtr unit | $1,657,000 | +10.4% | 21,015 | +1.7% | 0.55% | +3.6% |
| MSFT | Sell | MICROSOFT CORPORATION | $1,627,000 | +12.2% | 10,319 | -1.1% | 0.54% | +5.3% |
| PEP | Sell | PEPSICO INC | $1,559,000 | -1.4% | 11,410 | -1.0% | 0.52% | -7.3% |
| PG | Buy | PROCTER & GAMBLE CO | $1,504,000 | +4.7% | 12,041 | +4.3% | 0.50% | -1.6% |
| DVY | Sell | ISHARES DOW JONES SELECT DIVIselect divid etf | $1,441,000 | +1.8% | 13,638 | -1.8% | 0.48% | -4.2% |
| IWR | ISHARES TR RUSSELL MIDCAP INrus mid cap etf | $1,400,000 | +6.5% | 23,482 | 0.0% | 0.46% | 0.0% | |
| EEM | Buy | ISHARES MSCI EMERGING MARKETSmsci emg mkt etf | $1,393,000 | +34.3% | 31,040 | +22.3% | 0.46% | +26.2% |
| MDT | Sell | MEDTRONIC INC | $1,157,000 | +3.5% | 10,195 | -1.0% | 0.38% | -2.8% |
| PGX | Sell | POWERSHARES PREFERRED ETFpfd etf | $1,144,000 | -2.2% | 76,231 | -2.2% | 0.38% | -8.2% |
| SUSA | Sell | ISHARES MSCI USA ESG SELECT Emsci usa esg slc | $1,122,000 | -8.5% | 8,375 | -15.5% | 0.37% | -14.1% |
| BA | BOEING CO | $1,107,000 | -14.4% | 3,398 | 0.0% | 0.37% | -19.5% | |
| PFE | Sell | PFIZER INC. | $1,094,000 | +6.8% | 27,921 | -2.1% | 0.36% | +0.3% |
| VTV | Sell | VANGUARD VALUE ETFvalue etf | $1,041,000 | +5.2% | 8,685 | -2.0% | 0.35% | -1.1% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDhigh div yld | $1,003,000 | +3.5% | 10,700 | -2.0% | 0.33% | -2.9% |
| XOM | Buy | EXXON MOBIL CORPORATION | $985,000 | +6.4% | 14,110 | +7.6% | 0.33% | -0.3% |
| ESGD | Buy | ISHARES TR MSCI EAFE ESG OPTesg msci eafe | $980,000 | +14.0% | 14,255 | +6.2% | 0.33% | +7.2% |
| TGT | TARGET CORP | $939,000 | +19.9% | 7,325 | 0.0% | 0.31% | +12.6% | |
| IDV | Sell | ISHARES TR INTL SEL DIV ETFintl sel div etf | $934,000 | +5.1% | 27,810 | -3.9% | 0.31% | -1.3% |
| VIG | VANGUARD DIVIDEND APPRECIATIOdiv app etf | $865,000 | +4.2% | 6,940 | 0.0% | 0.29% | -2.4% | |
| VSGX | Buy | VANGUARD WORLD FD ESG INTL STesg intl stk etf | $856,000 | +14.6% | 16,010 | +5.7% | 0.28% | +7.6% |
| WMT | Buy | WAL-MART STORES INC | $837,000 | +4.8% | 7,043 | +4.7% | 0.28% | -1.8% |
| EWC | Buy | ISHARES MSCI CANADA INDEX ETFmsci cda etf | $814,000 | +8.2% | 27,236 | +4.7% | 0.27% | +1.5% |
| EWT | Sell | ISHARES MSCI TAIWAN INDEX ETFmsci taiwan etf | $792,000 | +10.6% | 19,250 | -2.3% | 0.26% | +4.0% |
| PNR | PENTAIR INC | $787,000 | +21.5% | 17,150 | 0.0% | 0.26% | +14.0% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL Ccl b new | $766,000 | +5.8% | 3,380 | -2.9% | 0.25% | -0.8% |
| ECL | ECOLAB INC | $738,000 | -2.6% | 3,825 | 0.0% | 0.24% | -8.6% | |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITemrg mkteq etf | $738,000 | +21.4% | 26,965 | +11.4% | 0.24% | +14.0% |
| IYR | Sell | ISHARES TR DOW JONES U S REALu.s. real es etf | $729,000 | -1.5% | 7,835 | -1.0% | 0.24% | -7.6% |
| OKE | ONEOK INC CM (NEW) | $724,000 | +2.7% | 9,565 | 0.0% | 0.24% | -3.6% | |
| ESGU | Buy | ISHARES MSCI USA ESG OPTIMIZEesg msci usa etf | $680,000 | +36.3% | 9,540 | +24.9% | 0.23% | +28.4% |
| EWH | Buy | ISHARES MSCI HONG KONG INDEXmsci hong kg etf | $635,000 | +8.4% | 26,081 | +1.0% | 0.21% | +1.9% |
| AMLP | Sell | ALERIAN MLP ETFalerian mlp | $625,000 | -33.3% | 73,531 | -28.3% | 0.21% | -37.2% |
| EWY | Buy | ISHARES MSCI SOUTH KOREA INDEmsci sth kor etf | $624,000 | +12.6% | 10,032 | +2.1% | 0.21% | +5.6% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $613,000 | +12.3% | 9,543 | -11.3% | 0.20% | +5.7% |
| IEFA | Buy | ISHARES TRUST CORE MSCI EAFEcore msci eafe | $609,000 | +23.3% | 9,333 | +15.4% | 0.20% | +15.4% |
| PGF | Sell | POWERSHARES FINANCIAL PREFERRfinl pfd etf | $590,000 | 0.0% | 31,264 | -0.4% | 0.20% | -6.2% |
| SHV | New | ISHARES BARCLAYS SHORT TREASUshort treas bd | $585,000 | – | 5,300 | +100.0% | 0.19% | – |
| TCP | TC PIPELINES LP | $566,000 | +3.9% | 13,390 | 0.0% | 0.19% | -2.6% | |
| IEMG | Buy | ISHARES INC CORE MSCI EMERGINmsci brazil etf | $530,000 | +14.7% | 9,865 | +4.7% | 0.18% | +8.0% |
| ET | ENERGY TRANSFER LP | $531,000 | -1.8% | 41,379 | 0.0% | 0.18% | -7.9% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $526,000 | -1.5% | 18,686 | 0.0% | 0.18% | -7.4% | |
| CRBN | Sell | ISHARES MSCI ACWI LOW CARBONmsci lw crb tg | $518,000 | -0.2% | 4,000 | -7.4% | 0.17% | -6.5% |
| TXN | Buy | TEXAS INSTRUMENTS INC | $516,000 | +30.3% | 4,025 | +31.3% | 0.17% | +22.1% |
| WFC | Sell | WELLS FARGO & CO | $513,000 | +3.2% | 9,537 | -3.1% | 0.17% | -3.4% |
| TTC | TORO CO | $512,000 | +8.7% | 6,432 | 0.0% | 0.17% | +1.8% | |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORportfolio short | $489,000 | +6.5% | 15,856 | +6.6% | 0.16% | 0.0% |
| EMLC | Buy | EMERGING MARKETS LOCAL CURRENjp morgan mkts | $488,000 | +22.0% | 14,340 | +18.2% | 0.16% | +14.9% |
| INTC | Sell | INTEL CORP COM | $483,000 | +1.7% | 8,070 | -12.5% | 0.16% | -4.8% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $473,000 | +6.8% | 3,158 | -2.6% | 0.16% | 0.0% |
| ENB | Buy | ENBRIDGE INC | $460,000 | +15.0% | 11,565 | +1.4% | 0.15% | +8.5% |
| V | Buy | VISA INC CLASS A | $444,000 | +11.8% | 2,361 | +2.2% | 0.15% | +5.0% |
| NVT | NVENT ELECTRIC PLC | $439,000 | +16.1% | 17,150 | 0.0% | 0.15% | +9.0% | |
| DIS | DISNEY WALT CO | $433,000 | +11.0% | 2,995 | 0.0% | 0.14% | +4.3% | |
| STPZ | Sell | PIMCO 1-5 YR US TIPS INDEX ET1-5 us tip idx | $430,000 | -2.3% | 8,215 | -2.0% | 0.14% | -8.3% |
| EWS | ISHARES MSCI SINGAPORE INDEXmsci singpor etf | $424,000 | +3.9% | 17,573 | 0.0% | 0.14% | -2.1% | |
| ACN | ACCENTURELTD BERMUDA CL A ISI | $413,000 | +9.5% | 1,960 | 0.0% | 0.14% | +3.0% | |
| COST | COSTCO WHOLESALE CORP | $413,000 | +2.0% | 1,406 | 0.0% | 0.14% | -4.2% | |
| UNP | Sell | UNION PACIFIC CORP | $404,000 | +9.8% | 2,232 | -1.8% | 0.13% | +3.1% |
| DCI | DONALDSON INC | $403,000 | +10.4% | 7,000 | 0.0% | 0.13% | +3.9% | |
| NEE | Buy | NEXTERA ENERGY INC COM | $400,000 | +9.6% | 1,651 | +5.4% | 0.13% | +3.1% |
| HD | HOME DEPOT INC COM | $399,000 | -5.7% | 1,825 | 0.0% | 0.13% | -11.3% | |
| VCIT | Buy | VANGUARD INTERMEDIATE TERM COint-term corp | $392,000 | +2.6% | 4,292 | +2.7% | 0.13% | -3.7% |
| ESGE | Buy | ISHARES INC MSCI EM ESG OPTesg msci em etf | $387,000 | +35.3% | 10,775 | +22.5% | 0.13% | +27.7% |
| DSI | ISHARES MSCI KLDmsci kld400 soc | $384,000 | +8.2% | 3,199 | 0.0% | 0.13% | +1.6% | |
| VOO | Sell | VANGUARD S&P 500 ETF | $381,000 | +5.5% | 1,289 | -2.6% | 0.13% | -0.8% |
| SYK | Buy | STRYKER CORP | $382,000 | -2.1% | 1,818 | +0.8% | 0.13% | -8.0% |
| TRGP | Buy | TARGA RESOURCES CORP | $358,000 | +5.6% | 8,773 | +3.9% | 0.12% | -0.8% |
| ABT | Sell | ABBOTT LABORATORIES | $351,000 | +2.0% | 4,040 | -1.7% | 0.12% | -4.1% |
| BIL | Sell | SPDR BLOOMBERG BARCLAYS 1-3 Mspdr bloomberg | $350,000 | -12.7% | 3,830 | -12.5% | 0.12% | -18.3% |
| EMD | Buy | WESTERN ASSET EMERGING MARKET | $349,000 | +12.2% | 24,425 | +8.9% | 0.12% | +5.5% |
| CL | Buy | COLGATE-PALMOLIVE CO | $345,000 | +12.7% | 5,015 | +20.4% | 0.12% | +6.5% |
| TJX | Buy | TJX COMPANIES INC | $340,000 | +10.4% | 5,576 | +0.9% | 0.11% | +3.7% |
| SUB | Sell | ISHARES S&P SHORT-TERM NATIONshrt nat mun etf | $338,000 | -8.9% | 3,165 | -9.2% | 0.11% | -14.5% |
| PAA | Buy | PLAINS ALL AMERICAN PIPELINEunit ltd partn | $335,000 | -9.9% | 18,240 | +1.6% | 0.11% | -15.9% |
| BRF | Sell | MARKET VECTORS BRAZIL SMALL Cbrazil small cp | $331,000 | +17.0% | 12,075 | -1.0% | 0.11% | +10.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $320,000 | -5.9% | 5,425 | -11.7% | 0.11% | -11.7% |
| MLPA | New | GLOBAL X MLP ETFglbl x mlp etf | $314,000 | – | 39,875 | +100.0% | 0.10% | – |
| VTI | New | VANGUARD INDEX FDS VANGUARDtotal stk mkt | $300,000 | – | 1,835 | +100.0% | 0.10% | – |
| AMZN | Sell | AMAZON.COM INC | $294,000 | +0.3% | 159 | -5.9% | 0.10% | -5.8% |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONALvg tl intl stk f | $286,000 | -15.6% | 5,130 | -21.9% | 0.10% | -20.8% |
| FXI | Buy | ISHARES FTSE CHINA INDEX ETFchina lg-cap etf | $279,000 | +10.7% | 6,389 | +0.7% | 0.09% | +4.5% |
| ESGV | Sell | VANGUARD WORLD ESG US STOCK Eesg us stk etf | $281,000 | +2.9% | 4,970 | -5.5% | 0.09% | -4.1% |
| NKE | Buy | NIKE INC CLASS Bcl b | $271,000 | +9.3% | 2,676 | +1.3% | 0.09% | +2.3% |
| ITW | ILLINOIS TOOL WORKS | $267,000 | +14.6% | 1,486 | 0.0% | 0.09% | +8.5% | |
| CGW | Sell | CLAYMORE S&P GLOBAL WATER ETFs&p gbl water | $261,000 | +6.5% | 6,340 | -1.0% | 0.09% | 0.0% |
| LOW | LOWES COMPANIES | $258,000 | +8.9% | 2,158 | 0.0% | 0.09% | +2.4% | |
| EWW | Buy | ISHARES MSCI MEXICO INVESTABLmsci mexico etf | $259,000 | +6.6% | 5,750 | +1.0% | 0.09% | 0.0% |
| BAM | Sell | BROOKFIELD ASSET MANAGEMENTcl a ltd vt sh | $258,000 | +4.5% | 4,456 | -4.2% | 0.09% | -1.1% |
| CVX | Sell | CHEVRON CORP NEW | $255,000 | -17.7% | 2,117 | -19.1% | 0.08% | -22.7% |
| GOOGL | Sell | ALPHABET INC CLASS Acap stk cl a | $252,000 | -3.1% | 188 | -11.7% | 0.08% | -8.7% |
| JPM | Sell | J P MORGAN CHASE & CO COM ISI | $252,000 | -7.4% | 1,807 | -21.7% | 0.08% | -12.5% |
| BG | Buy | BUNGE LIMITED | $253,000 | +3.3% | 4,400 | +1.6% | 0.08% | -3.4% |
| LUV | Buy | SOUTHWEST AIRLINES CO. | $252,000 | +6.3% | 4,663 | +6.0% | 0.08% | 0.0% |
| BAC | Sell | BANK OF AMERICA COM | $251,000 | -19.3% | 7,114 | -33.3% | 0.08% | -24.5% |
| QCOM | New | QUALCOMM INC | $247,000 | – | 2,800 | +100.0% | 0.08% | – |
| T | Sell | AT&T INC | $244,000 | -11.3% | 6,239 | -14.2% | 0.08% | -16.5% |
| CAT | Sell | CATERPILLAR INC | $245,000 | -25.8% | 1,660 | -36.4% | 0.08% | -30.8% |
| VGK | VANGUARD EUROPEAN STOCK ETFftse europe etf | $240,000 | +9.1% | 4,095 | 0.0% | 0.08% | +2.6% | |
| IBM | INTL BUSINESS MACH | $241,000 | -8.0% | 1,800 | 0.0% | 0.08% | -14.0% | |
| SMIN | ISHARES MSCI INDIA SMALL-CAPmsci india sm cp | $235,000 | +2.6% | 6,525 | 0.0% | 0.08% | -3.7% | |
| MOO | Buy | MARKET VECTORS AGRIBUSINESS Eagribusiness etf | $231,000 | +5.0% | 3,362 | +0.7% | 0.08% | -1.3% |
| OEF | ISHARES TR S&P 100 INDEX FUNs&p 100 etf | $231,000 | +10.0% | 1,600 | 0.0% | 0.08% | +4.1% | |
| ITUB | ITAU UNIBANCO HOLDING SA ADRspon adr rep pfd | $228,000 | +9.1% | 24,882 | 0.0% | 0.08% | +2.7% | |
| EEMS | New | ISHARES INC MSCI EMRG MKTS SMem mkt sm cp etf | $229,000 | – | 5,060 | +100.0% | 0.08% | – |
| LMT | LOCKHEED MARTIN CORP COM | $230,000 | 0.0% | 590 | 0.0% | 0.08% | -6.2% | |
| BRFS | Sell | BRF - BRASIL FOODS SA ADRsponsored adr | $218,000 | -13.1% | 25,035 | -8.5% | 0.07% | -19.1% |
| IIF | Buy | MORGAN STANLEY INDIA INVESTME | $216,000 | +6.4% | 10,859 | +1.2% | 0.07% | 0.0% |
| BBD | Sell | BANCO BRADESCO SA ADRsp adr pfd new | $218,000 | +10.1% | 24,303 | -0.2% | 0.07% | +2.9% |
| CMCSA | New | COMCASTCORP NEW CL Acl a | $210,000 | – | 4,662 | +100.0% | 0.07% | – |
| GOOG | Sell | ALPHABET INC CLASS Ccap stk cl c | $209,000 | -2.8% | 156 | -11.4% | 0.07% | -9.2% |
| VALE | Buy | VALE S.A. SPONS ADR REPR 1 COsponsored ads | $204,000 | +20.7% | 15,489 | +5.1% | 0.07% | +13.3% |
| JGH | Buy | NUVEEN GLB HIGH INC FD | $202,000 | +10.4% | 12,303 | +4.5% | 0.07% | +3.1% |
| COP | New | CONOCOPHILLIPS | $202,000 | – | 3,109 | +100.0% | 0.07% | – |
| PBR | PETROLEO BRASILEIRO SA ADRsponsored adr | $199,000 | +9.9% | 12,505 | 0.0% | 0.07% | +3.1% | |
| GXG | Buy | GLOBAL X FTSE COLOMBIA 20 ETFglbx msci colum | $158,000 | +11.3% | 16,080 | +1.4% | 0.05% | +4.0% |
| CRESY | Buy | CRESUD S.A.C.I.F.Y.A. SPONS Asponsored adr | $151,000 | +106.8% | 21,463 | +73.6% | 0.05% | +92.3% |
| JCS | Sell | COMMUNICATIONS SYSTEMS INC. | $116,000 | -9.4% | 18,733 | -33.1% | 0.04% | -13.3% |
| IMGN | IMMUNOGEN INC | $77,000 | +113.9% | 15,000 | 0.0% | 0.03% | +100.0% | |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,109 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INC COM | $0 | – | -3,599 | -100.0% | -0.09% | – |
| JNJ | Exit | JOHNSON & JOHNSON COM | $0 | – | -2,408 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-17
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.