$296 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 135 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ICSH | New | ISHARES ULTRA SHORT-TERM BONDultr sh trm bd | $1,206,000 | – | 23,850 | +100.0% | 0.41% | – |
| BSV | New | VANGUARD SHORT-TERM BOND ETFshort trm bond | $697,000 | – | 8,395 | +100.0% | 0.24% | – |
| JPM | New | J P MORGAN CHASE & CO COM ISI | $266,000 | – | 2,766 | +100.0% | 0.09% | – |
| GIS | New | GENERAL MILLS INC | $234,000 | – | 3,800 | +100.0% | 0.08% | – |
| SMIN | New | ISHARES MSCI INDIA SMALL-CAPmsci india sm cp | $223,000 | – | 6,230 | +100.0% | 0.08% | – |
| MOO | New | MARKET VECTORS AGRIBUSINESS Eagribusiness etf | $216,000 | – | 3,197 | +100.0% | 0.07% | – |
| EEMS | New | ISHARES INC MSCI EMRG MKTS SMem mkt sm-cp etf | $211,000 | – | 4,815 | +100.0% | 0.07% | – |
| PFXF | New | VANECK VECTORS PFD SECS EX FIpfd secs ex finl | $203,000 | – | 10,595 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-02
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.