$262 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 125 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | S&P 500 DEPOSITORY RECEIPTtr unit | $80,861,000 | -20.6% | 313,718 | -0.9% | 30.82% | -8.9% |
| VGSH | Sell | VANGUARD SHORT TERM TREASURYshort term treas | $26,212,000 | +1.4% | 420,463 | -1.1% | 9.99% | +16.4% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATEshrt trm corp bd | $14,922,000 | -0.1% | 188,649 | +2.3% | 5.69% | +14.6% |
| TLT | Buy | ISHARES BARCLAYS 20 YEAR TRE20 yr tr bd etf | $12,395,000 | +27.4% | 75,135 | +4.6% | 4.72% | +46.2% |
| SHV | Buy | ISHARES BARCLAYS SHORT TREASUshort treas bd | $11,106,000 | +1798.5% | 100,040 | +1787.5% | 4.23% | +2082.0% |
| GLDM | Buy | WORLD GOLD TR SPDR GLD MINISspdr gld minis | $9,586,000 | +221.8% | 609,805 | +209.9% | 3.65% | +269.5% |
| IVV | Sell | ISHARES S&P 500 INDEX ETFcore s&p500 etf | $7,247,000 | -28.8% | 28,045 | -11.0% | 2.76% | -18.4% |
| EFA | Buy | ISHARES MSCI EAFE INDEX ETFmsci eafe etf | $6,321,000 | -22.8% | 118,242 | +0.3% | 2.41% | -11.4% |
| VNQ | Sell | VANGUARD REIT INDEX ETFreal estate etf | $5,810,000 | -25.3% | 83,176 | -0.8% | 2.22% | -14.3% |
| VXF | Sell | VANGUARD EXTENDED MARKET INDEextend mkt etf | $3,949,000 | -33.3% | 43,621 | -7.2% | 1.50% | -23.5% |
| STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ET0-5 yr tips etf | $3,861,000 | -1.9% | 38,644 | -1.1% | 1.47% | +12.6% |
| BLV | Buy | VANGUARD LONG-TERM BOND INDEXlong term bond | $3,101,000 | +23.8% | 29,055 | +16.4% | 1.18% | +42.1% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKEftse dev mkt etf | $2,909,000 | -35.4% | 87,255 | -14.6% | 1.11% | -25.9% |
| VEU | Sell | VANGUARD INTL EQUITY INDEXallwrld ex us | $2,862,000 | -51.9% | 69,765 | -37.0% | 1.09% | -44.8% |
| MMM | 3M COMPANY | $2,854,000 | -22.6% | 20,908 | 0.0% | 1.09% | -11.2% | |
| IAU | Sell | ISHARES GOLD TRUSTishares | $2,791,000 | +2.7% | 185,229 | -1.2% | 1.06% | +17.8% |
| MDY | Buy | SPDR S&P MID CAP 400 ETFutser1 s&pdcrp | $2,395,000 | -4.9% | 9,111 | +35.8% | 0.91% | +9.1% |
| GLD | Buy | SPDR GOLD TRUST ETF | $2,381,000 | +3.7% | 16,081 | +0.1% | 0.91% | +19.2% |
| VTIP | Buy | VANGUARD ST TIPS BOND FDstrm infproidx | $2,338,000 | +6.5% | 47,993 | +7.7% | 0.89% | +22.2% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETtotal bnd mrkt | $2,294,000 | -20.2% | 26,875 | -21.6% | 0.87% | -8.4% |
| MCD | Buy | MCDONALDS CORP | $2,267,000 | -16.3% | 13,710 | +0.1% | 0.86% | -3.9% |
| VCLT | Buy | VANGUARD LONG TERM CORPORATElg-term cor bd | $2,229,000 | -3.7% | 22,953 | +0.6% | 0.85% | +10.5% |
| BOND | Buy | PIMCOTOTAL RETURN ETFactive bd etf | $2,109,000 | +0.8% | 19,861 | +2.3% | 0.80% | +15.7% |
| MRK | MERCK & CO INC | $1,739,000 | -15.4% | 22,606 | 0.0% | 0.66% | -2.9% | |
| BAB | Sell | POWERSHARES BUILD AMERICA BONtaxable mun bd | $1,695,000 | -3.0% | 54,857 | -0.6% | 0.65% | +11.2% |
| AAPL | Sell | APPLE COMPUTER INC. | $1,619,000 | -15.1% | 6,368 | -2.0% | 0.62% | -2.7% |
| MSFT | Sell | MICROSOFT CORPORATION | $1,596,000 | -1.9% | 10,119 | -1.9% | 0.61% | +12.6% |
| VWO | Sell | VANGUARD EMERGING MARKETS ETFftse emr mkt etf | $1,352,000 | -35.7% | 40,306 | -14.8% | 0.52% | -26.3% |
| PG | PROCTER & GAMBLE CO | $1,325,000 | -11.9% | 12,041 | 0.0% | 0.50% | +1.0% | |
| PEP | Sell | PEPSICO INC | $1,298,000 | -16.7% | 10,810 | -5.3% | 0.50% | -4.4% |
| SPYX | Sell | SPDR SER TR SP500 FOSL ETFspdr s&p 500 etf | $1,290,000 | -22.1% | 20,205 | -3.9% | 0.49% | -10.5% |
| DVY | Buy | ISHARES DOW JONES SELECT DIVIselect divid etf | $1,098,000 | -23.8% | 14,928 | +9.5% | 0.42% | -12.5% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETSmsci emg mkt etf | $1,045,000 | -25.0% | 30,620 | -1.4% | 0.40% | -14.0% |
| PGX | Buy | POWERSHARES PREFERRED ETFpfd etf | $1,016,000 | -11.2% | 77,218 | +1.3% | 0.39% | +1.8% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY Eintl eqty etf | $1,009,000 | -42.8% | 39,065 | -25.6% | 0.38% | -34.3% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDhigh div yld | $980,000 | -2.3% | 13,850 | +29.4% | 0.37% | +12.3% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $977,000 | -6.1% | 10,970 | +26.3% | 0.37% | +7.5% |
| MDT | Sell | MEDTRONIC INC | $916,000 | -20.8% | 10,155 | -0.4% | 0.35% | -9.1% |
| PFE | PFIZER INC. | $911,000 | -16.7% | 27,921 | 0.0% | 0.35% | -4.4% | |
| SUSA | Sell | ISHARES MSCI USA ESG SELECT Emsci usa esg slc | $832,000 | -25.8% | 7,575 | -9.6% | 0.32% | -15.0% |
| BIL | Buy | SPDR BLOOMBERG BARCLAYS 1-3 Mspdr bloomberg | $809,000 | +131.1% | 8,830 | +130.5% | 0.31% | +165.5% |
| WMT | WAL-MART STORES INC | $800,000 | -4.4% | 7,043 | 0.0% | 0.30% | +9.7% | |
| IDV | Buy | ISHARES TR INTL SEL DIV ETFintl sel div etf | $683,000 | -26.9% | 30,215 | +8.6% | 0.26% | -16.1% |
| TGT | TARGET CORP | $681,000 | -27.5% | 7,325 | 0.0% | 0.26% | -16.7% | |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATIOdiv app etf | $663,000 | -23.4% | 6,410 | -7.6% | 0.25% | -11.8% |
| ESGD | Sell | ISHARES TR MSCI EAFE ESG OPTesg msci eafe | $628,000 | -35.9% | 11,815 | -17.1% | 0.24% | -26.7% |
| EWT | Sell | ISHARES MSCI TAIWAN INDEX ETFmsci taiwan etf | $616,000 | -22.2% | 18,695 | -2.9% | 0.24% | -10.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL Ccl b new | $609,000 | -20.5% | 3,330 | -1.5% | 0.23% | -8.7% |
| ECL | ECOLAB INC | $596,000 | -19.2% | 3,825 | 0.0% | 0.23% | -7.3% | |
| XOM | EXXON MOBIL CORPORATION | $536,000 | -45.6% | 14,110 | 0.0% | 0.20% | -37.6% | |
| PGF | Sell | POWERSHARES FINANCIAL PREFERRfinl pfd etf | $525,000 | -11.0% | 31,104 | -0.5% | 0.20% | +2.0% |
| IYR | Sell | ISHARES TR DOW JONES U S REALu.s. real es etf | $516,000 | -29.2% | 7,420 | -5.3% | 0.20% | -18.6% |
| VSGX | Sell | VANGUARD WORLD FD ESG INTL STesg intl stk etf | $516,000 | -39.7% | 12,545 | -21.6% | 0.20% | -30.6% |
| PNR | PENTAIR INC | $510,000 | -35.2% | 17,150 | 0.0% | 0.19% | -25.7% | |
| EWH | Sell | ISHARES MSCI HONG KONG INDEXmsci hong kg etf | $507,000 | -20.2% | 25,441 | -2.5% | 0.19% | -8.5% |
| BA | BOEING CO | $507,000 | -54.2% | 3,398 | 0.0% | 0.19% | -47.6% | |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORportfolio short | $500,000 | +2.2% | 16,536 | +4.3% | 0.19% | +17.9% |
| EWC | Sell | ISHARES MSCI CANADA INDEX ETFmsci cda etf | $483,000 | -40.7% | 22,096 | -18.9% | 0.18% | -31.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $480,000 | -21.7% | 8,614 | -9.7% | 0.18% | -10.3% |
| V | Buy | VISA INC CLASS A | $461,000 | +3.8% | 2,861 | +21.2% | 0.18% | +19.7% |
| ESGU | Sell | ISHARES MSCI USA ESG OPTIMIZEesg msci usa etf | $455,000 | -33.1% | 7,920 | -17.0% | 0.17% | -23.5% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA INDEmsci sth kor etf | $455,000 | -27.1% | 9,707 | -3.2% | 0.17% | -16.4% |
| AMLP | Buy | ALERIAN MLP ETFalerian mlp | $453,000 | -27.5% | 131,596 | +79.0% | 0.17% | -16.8% |
| INTC | Sell | INTEL CORP COM | $434,000 | -10.1% | 8,020 | -0.6% | 0.16% | +3.1% |
| EMLC | Buy | EMERGING MARKETS LOCAL CURRENjp morgan mkts | $429,000 | -12.1% | 15,082 | +5.2% | 0.16% | +1.2% |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITemrg mkteq etf | $421,000 | -43.0% | 20,360 | -24.5% | 0.16% | -34.7% |
| TTC | TORO CO | $419,000 | -18.2% | 6,432 | 0.0% | 0.16% | -5.9% | |
| STPZ | Sell | PIMCO 1-5 YR US TIPS INDEX ET1-5 us tip idx | $408,000 | -5.1% | 7,890 | -4.0% | 0.16% | +9.1% |
| COST | COSTCO WHOLESALE CORP | $401,000 | -2.9% | 1,406 | 0.0% | 0.15% | +11.7% | |
| TXN | TEXAS INSTRUMENTS INC | $402,000 | -22.1% | 4,025 | 0.0% | 0.15% | -10.5% | |
| NEE | NEXTERA ENERGY INC COM | $397,000 | -0.8% | 1,651 | 0.0% | 0.15% | +13.5% | |
| HD | Buy | HOME DEPOT INC COM | $397,000 | -0.5% | 2,125 | +16.4% | 0.15% | +13.5% |
| VCIT | Buy | VANGUARD INTERMEDIATE TERM COint-term corp | $389,000 | -0.8% | 4,462 | +4.0% | 0.15% | +13.8% |
| CRBN | Sell | ISHARES MSCI ACWI LOW CARBONmsci lw crb tg | $379,000 | -26.8% | 3,705 | -7.4% | 0.14% | -16.3% |
| IEMG | Sell | ISHARES INC CORE MSCI EMERGINcore msci emkt | $372,000 | -29.8% | 9,190 | -6.8% | 0.14% | -19.3% |
| AMZN | Buy | AMAZON.COM INC | $370,000 | +25.9% | 190 | +19.5% | 0.14% | +43.9% |
| IEFA | Sell | ISHARES TRUST CORE MSCI EAFEcore msci eafe | $368,000 | -39.6% | 7,385 | -20.9% | 0.14% | -30.7% |
| TCP | TC PIPELINES LP | $368,000 | -35.0% | 13,390 | 0.0% | 0.14% | -25.5% | |
| SUB | Buy | ISHARES S&P SHORT-TERM NATIONshrt nat mun etf | $365,000 | +8.0% | 3,435 | +8.5% | 0.14% | +24.1% |
| ENB | ENBRIDGE INC | $336,000 | -27.0% | 11,565 | 0.0% | 0.13% | -16.3% | |
| CL | COLGATE-PALMOLIVE CO | $333,000 | -3.5% | 5,015 | 0.0% | 0.13% | +10.4% | |
| ABT | ABBOTT LABORATORIES | $319,000 | -9.1% | 4,040 | 0.0% | 0.12% | +4.3% | |
| ACN | Sell | ACCENTURELTD BERMUDA CL A ISI | $317,000 | -23.2% | 1,940 | -1.0% | 0.12% | -11.7% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $317,000 | -33.0% | 3,358 | +6.3% | 0.12% | -22.9% |
| UNP | UNION PACIFIC CORP | $315,000 | -22.0% | 2,232 | 0.0% | 0.12% | -10.4% | |
| DIS | Buy | DISNEY WALT CO | $302,000 | -30.3% | 3,128 | +4.4% | 0.12% | -20.1% |
| WFC | Buy | WELLS FARGO & CO | $302,000 | -41.1% | 10,537 | +10.5% | 0.12% | -32.4% |
| SYK | STRYKER CORP | $303,000 | -20.7% | 1,818 | 0.0% | 0.12% | -9.4% | |
| VOO | Sell | VANGUARD S&P 500 ETF | $296,000 | -22.3% | 1,249 | -3.1% | 0.11% | -11.0% |
| EWS | Sell | ISHARES MSCI SINGAPORE INDEXmsci singpor etf | $295,000 | -30.4% | 16,978 | -3.4% | 0.11% | -20.6% |
| NVT | NVENT ELECTRIC PLC | $289,000 | -34.2% | 17,150 | 0.0% | 0.11% | -24.7% | |
| GILD | New | GILEAD SCIENCES INC | $287,000 | – | 3,834 | +100.0% | 0.11% | – |
| DCI | DONALDSON INC | $270,000 | -33.0% | 7,000 | 0.0% | 0.10% | -23.1% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $267,000 | -49.2% | 18,686 | 0.0% | 0.10% | -41.7% | |
| TJX | TJX COMPANIES INC | $267,000 | -21.5% | 5,576 | 0.0% | 0.10% | -9.7% | |
| EMD | Sell | WESTERN ASSET EMERGING MARKET | $248,000 | -28.9% | 23,595 | -3.4% | 0.10% | -18.1% |
| CMCSA | Buy | COMCASTCORP NEW CL Acl a | $246,000 | +17.1% | 7,162 | +53.6% | 0.09% | +34.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $245,000 | -23.4% | 5,355 | -1.3% | 0.09% | -12.3% |
| VTI | Sell | VANGUARD INDEX FDS VANGUARDtotal stk mkt | $233,000 | -22.3% | 1,810 | -1.4% | 0.09% | -11.0% |
| FXI | Sell | ISHARES FTSE CHINA INDEX ETFchina lg-cap etf | $233,000 | -16.5% | 6,209 | -2.8% | 0.09% | -4.3% |
| ESGE | Sell | ISHARES INC MSCI EM ESG OPTesg msci em etf | $226,000 | -41.6% | 8,260 | -23.3% | 0.09% | -33.3% |
| NKE | NIKE INC CLASS Bcl b | $221,000 | -18.5% | 2,676 | 0.0% | 0.08% | -6.7% | |
| CVS | New | CVS CORP DEL | $214,000 | – | 3,600 | +100.0% | 0.08% | – |
| DSI | Sell | ISHARES MSCI KLDmsci kld400 soc | $210,000 | -45.3% | 2,159 | -32.5% | 0.08% | -37.5% |
| ITW | ILLINOIS TOOL WORKS | $211,000 | -21.0% | 1,486 | 0.0% | 0.08% | -10.1% | |
| OKE | ONEOK INC CM (NEW) | $209,000 | -71.1% | 9,565 | 0.0% | 0.08% | -66.7% | |
| GOOGL | Sell | ALPHABET INC CLASS Acap stk cl a | $207,000 | -17.9% | 178 | -5.3% | 0.08% | -6.0% |
| CGW | Sell | CLAYMORE S&P GLOBAL WATER ETFs&p gbl water | $203,000 | -22.2% | 6,130 | -3.3% | 0.08% | -11.5% |
| LMT | LOCKHEED MARTIN CORP COM | $200,000 | -13.0% | 590 | 0.0% | 0.08% | 0.0% | |
| ET | ENERGY TRANSFER LP | $190,000 | -64.2% | 41,379 | 0.0% | 0.07% | -59.1% | |
| BRF | Sell | MARKET VECTORS BRAZIL SMALL Cbrazil small cp | $153,000 | -53.8% | 11,675 | -3.3% | 0.06% | -47.3% |
| JGH | Sell | NUVEEN GLB HIGH INC FD | $133,000 | -34.2% | 11,873 | -3.5% | 0.05% | -23.9% |
| IIF | Sell | MORGAN STANLEY INDIA INVESTME | $135,000 | -37.5% | 10,574 | -2.6% | 0.05% | -29.2% |
| VALE | Sell | VALE S.A. SPONS ADR REPR 1 COsponsored ads | $126,000 | -38.2% | 15,219 | -1.7% | 0.05% | -29.4% |
| ITUB | Sell | ITAU UNIBANCO HOLDING SA ADRspon adr rep pfd | $109,000 | -52.2% | 24,267 | -2.5% | 0.04% | -44.7% |
| PAA | PLAINS ALL AMERICAN PIPELINEunit ltd partn | $96,000 | -71.3% | 18,240 | 0.0% | 0.04% | -66.7% | |
| BBD | Sell | BANCO BRADESCO SA ADRsp adr pfd new | $96,000 | -56.0% | 23,533 | -3.2% | 0.04% | -48.6% |
| GE | New | GENERAL ELECTRIC COMPANY | $87,000 | – | 10,996 | +100.0% | 0.03% | – |
| JCS | COMMUNICATIONS SYSTEMS INC. | $84,000 | -27.6% | 18,733 | 0.0% | 0.03% | -17.9% | |
| GXG | Sell | GLOBAL X FTSE COLOMBIA 20 ETFglbx msci colum | $83,000 | -47.5% | 15,495 | -3.6% | 0.03% | -38.5% |
| MLPA | Sell | GLOBAL X MLP ETFglbl x mlp etf | $80,000 | -74.5% | 25,395 | -36.3% | 0.03% | -71.2% |
| CRESY | Sell | CRESUD S.A.C.I.F.Y.A. SPONS Asponsored adr | $74,000 | -51.0% | 21,168 | -1.4% | 0.03% | -44.0% |
| BRFS | Sell | BRF - BRASIL FOODS SA ADRsponsored adr | $70,000 | -67.9% | 24,300 | -2.9% | 0.03% | -62.5% |
| PBR | Sell | PETROLEO BRASILEIRO SA ADRsponsored adr | $67,000 | -66.3% | 12,185 | -2.6% | 0.03% | -60.6% |
| IMGN | IMMUNOGEN INC | $51,000 | -33.8% | 15,000 | 0.0% | 0.02% | -26.9% | |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -3,109 | -100.0% | -0.07% | – |
| GOOG | Exit | ALPHABET INC CLASS Ccap stk cl c | $0 | – | -156 | -100.0% | -0.07% | – |
| EEMS | Exit | ISHARES INC MSCI EMRG MKTS SMem mkt sm cp etf | $0 | – | -5,060 | -100.0% | -0.08% | – |
| MOO | Exit | MARKET VECTORS AGRIBUSINESS Eagribusiness etf | $0 | – | -3,362 | -100.0% | -0.08% | – |
| OEF | Exit | ISHARES TR S&P 100 INDEX FUNs&p 100 etf | $0 | – | -1,600 | -100.0% | -0.08% | – |
| SMIN | Exit | ISHARES MSCI INDIA SMALL-CAPmsci india sm cp | $0 | – | -6,525 | -100.0% | -0.08% | – |
| VGK | Exit | VANGUARD EUROPEAN STOCK ETFftse europe etf | $0 | – | -4,095 | -100.0% | -0.08% | – |
| IBM | Exit | INTL BUSINESS MACH | $0 | – | -1,800 | -100.0% | -0.08% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,660 | -100.0% | -0.08% | – |
| T | Exit | AT&T INC | $0 | – | -6,239 | -100.0% | -0.08% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,800 | -100.0% | -0.08% | – |
| BAC | Exit | BANK OF AMERICA COM | $0 | – | -7,114 | -100.0% | -0.08% | – |
| JPM | Exit | J P MORGAN CHASE & CO COM ISI | $0 | – | -1,807 | -100.0% | -0.08% | – |
| BG | Exit | BUNGE LIMITED | $0 | – | -4,400 | -100.0% | -0.08% | – |
| LUV | Exit | SOUTHWEST AIRLINES CO. | $0 | – | -4,663 | -100.0% | -0.08% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,117 | -100.0% | -0.08% | – |
| LOW | Exit | LOWES COMPANIES | $0 | – | -2,158 | -100.0% | -0.09% | – |
| BAM | Exit | BROOKFIELD ASSET MANAGEMENTcl a ltd vt sh | $0 | – | -4,456 | -100.0% | -0.09% | – |
| EWW | Exit | ISHARES MSCI MEXICO INVESTABLmsci mexico etf | $0 | – | -5,750 | -100.0% | -0.09% | – |
| ESGV | Exit | VANGUARD WORLD ESG US STOCK Eesg us stk etf | $0 | – | -4,970 | -100.0% | -0.09% | – |
| VXUS | Exit | VANGUARD TOTAL INTERNATIONALvg tl intl stk f | $0 | – | -5,130 | -100.0% | -0.10% | – |
| TRGP | Exit | TARGA RESOURCES CORP | $0 | – | -8,773 | -100.0% | -0.12% | – |
| IWR | Exit | ISHARES TR RUSSELL MIDCAP INrus mid cap etf | $0 | – | -23,482 | -100.0% | -0.46% | – |
| SPLG | Exit | SPDR PORTFOLIO LARGE CAP ETFportfolio lr etf | $0 | – | -43,891 | -100.0% | -0.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-23
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 | 2024-02-02 |
| 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 |
| 13F-HR | 2022-02-02 |
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.