$328 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 144 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 9.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | S&P 500 DEPOSITORY RECEIPTtr unit | $103,025,000 | +4.7% | 275,557 | -6.2% | 31.37% | -5.6% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATEshrt trm corp bd | $17,781,000 | +3.9% | 213,582 | +3.4% | 5.41% | -6.3% |
| TLT | Buy | ISHARES BARCLAYS 20 YEAR TRE20 yr tr bd etf | $15,673,000 | +6.4% | 99,368 | +10.1% | 4.77% | -4.1% |
| GLDM | Buy | WORLD GOLD TR SPDR GLD MINISspdr gld minis | $11,921,000 | +7.8% | 629,401 | +7.0% | 3.63% | -2.8% |
| BAB | Buy | POWERSHARES BUILD AMERICA BONtaxable mun bd | $11,702,000 | +5.5% | 349,302 | +5.1% | 3.56% | -4.8% |
| IVV | Buy | ISHARES S&P 500 INDEX ETFcore s&p500 etf | $10,122,000 | +16.0% | 26,964 | +3.8% | 3.08% | +4.6% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ET0-5 yr tips etf | $8,262,000 | +17.2% | 79,112 | +16.8% | 2.52% | +5.7% |
| VNQ | Buy | VANGUARD REIT INDEX ETFreal estate etf | $8,094,000 | +10.0% | 95,301 | +2.3% | 2.46% | -0.8% |
| EFA | Sell | ISHARES MSCI EAFE INDEX ETFmsci eafe etf | $7,589,000 | +10.6% | 104,010 | -3.6% | 2.31% | -0.3% |
| BLV | Buy | VANGUARD LONG-TERM BOND INDEXlong term bond | $7,430,000 | +3560.1% | 67,770 | +3642.1% | 2.26% | +3178.3% |
| VTIP | Buy | VANGUARD ST TIPS BOND FDstrm infproidx | $6,453,000 | +9.5% | 126,273 | +9.3% | 1.96% | -1.3% |
| BOND | Buy | PIMCOTOTAL RETURN ETFactive bd etf | $6,419,000 | +16.4% | 56,749 | +15.7% | 1.96% | +5.0% |
| VXF | Sell | VANGUARD EXTENDED MARKET INDEextend mkt etf | $6,171,000 | +16.3% | 37,471 | -8.4% | 1.88% | +4.9% |
| VGSH | Buy | VANGUARD SHORT TERM TREASURYshort term treas | $5,451,000 | +10.1% | 88,495 | +11.0% | 1.66% | -0.7% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETtotal bnd mrkt | $4,357,000 | +10.1% | 49,400 | +10.2% | 1.33% | -0.7% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKEftse dev mkt etf | $3,842,000 | +10.0% | 81,382 | -4.7% | 1.17% | -0.8% |
| AAPL | Buy | APPLE COMPUTER INC. | $3,824,000 | +32.4% | 28,818 | +15.5% | 1.16% | +19.4% |
| MMM | Buy | 3M COMPANY | $3,664,000 | +9.4% | 20,963 | +0.3% | 1.12% | -1.3% |
| MCD | Sell | MCDONALDS CORP | $2,947,000 | -2.4% | 13,732 | -0.2% | 0.90% | -12.0% |
| MDY | Sell | SPDR S&P MID CAP 400 ETFutser1 s&pdcrp | $2,902,000 | +14.0% | 6,911 | -8.0% | 0.88% | +2.9% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $2,844,000 | +1.1% | 156,892 | +0.3% | 0.87% | -8.8% |
| VCLT | Buy | VANGUARD LONG TERM CORPORATElg-term cor bd | $2,816,000 | +5.7% | 25,356 | +1.7% | 0.86% | -4.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEXallwrld ex us | $2,399,000 | +4.7% | 41,110 | -9.5% | 0.73% | -5.7% |
| GLD | Sell | SPDR GOLD TRUST ETF | $2,329,000 | -0.6% | 13,060 | -1.3% | 0.71% | -10.4% |
| VMBS | Sell | VANGUARD MORTGAGE BACKED SECmortg-back sec | $2,324,000 | -33.9% | 42,977 | -33.7% | 0.71% | -40.4% |
| SPYX | Buy | SPDR SER TR SP500 FOSL ETFspdr s&p 500 etf | $2,254,000 | +32.4% | 24,245 | +19.0% | 0.69% | +19.3% |
| MSFT | Sell | MICROSOFT CORPORATION | $2,193,000 | +3.2% | 9,859 | -2.4% | 0.67% | -6.8% |
| MRK | MERCK & CO INC | $1,845,000 | -1.4% | 22,556 | 0.0% | 0.56% | -11.1% | |
| VWO | Sell | VANGUARD EMERGING MARKETS ETFftse emr mkt etf | $1,808,000 | +7.5% | 36,087 | -7.2% | 0.55% | -3.0% |
| PEP | Buy | PEPSICO INC | $1,690,000 | +18.3% | 11,395 | +10.6% | 0.52% | +6.8% |
| PG | Sell | PROCTER & GAMBLE CO | $1,666,000 | -0.1% | 11,971 | -0.2% | 0.51% | -9.9% |
| DVY | Sell | ISHARES DOW JONES SELECT DIVIselect divid etf | $1,578,000 | +11.6% | 16,403 | -5.4% | 0.48% | +0.6% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDhigh div yld | $1,320,000 | +5.9% | 14,430 | -6.3% | 0.40% | -4.5% |
| VTV | Sell | VANGUARD VALUE ETFvalue etf | $1,307,000 | +6.3% | 10,990 | -6.5% | 0.40% | -4.1% |
| TGT | TARGET CORP | $1,293,000 | +12.1% | 7,325 | 0.0% | 0.39% | +1.3% | |
| ESGD | Buy | ISHARES TR MSCI EAFE ESG OPTesg aw msci eafe | $1,281,000 | +40.2% | 17,540 | +21.8% | 0.39% | +26.2% |
| PGX | Sell | POWERSHARES PREFERRED ETFpfd etf | $1,200,000 | +1.4% | 78,643 | -2.1% | 0.36% | -8.8% |
| IDV | Buy | ISHARES TR INTL SEL DIV ETFintl sel div etf | $1,196,000 | +32.6% | 40,567 | +12.2% | 0.36% | +19.3% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT Emsci usa esg slc | $1,182,000 | +8.7% | 14,360 | +94.3% | 0.36% | -1.9% |
| MDT | Sell | MEDTRONIC INC | $1,180,000 | +11.8% | 10,075 | -0.8% | 0.36% | +0.8% |
| ESGU | Buy | ISHARES MSCI USA ESG OPTIMIZEesg awr msci usa | $1,072,000 | +25.2% | 12,460 | +10.9% | 0.33% | +12.8% |
| VIG | VANGUARD DIVIDEND APPRECIATIOdiv app etf | $1,056,000 | +9.8% | 7,480 | 0.0% | 0.32% | -0.9% | |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY Eintl eqty etf | $1,055,000 | +6.1% | 29,305 | -7.4% | 0.32% | -4.5% |
| PFE | Buy | PFIZER INC. | $1,045,000 | +2.7% | 28,376 | +2.3% | 0.32% | -7.6% |
| WMT | WAL-MART STORES INC | $1,001,000 | +3.1% | 6,943 | 0.0% | 0.30% | -7.0% | |
| EWT | Sell | ISHARES MSCI TAIWAN INDEX ETFmsci taiwan etf | $932,000 | +13.0% | 17,560 | -4.4% | 0.28% | +1.8% |
| PNR | PENTAIR INC | $910,000 | +15.9% | 17,150 | 0.0% | 0.28% | +4.5% | |
| EEM | Sell | ISHARES MSCI EMERGING MARKETSmsci emg mkt etf | $844,000 | -2.5% | 16,335 | -16.8% | 0.26% | -12.0% |
| ECL | ECOLAB INC | $828,000 | +8.4% | 3,825 | 0.0% | 0.25% | -2.3% | |
| VSGX | Buy | VANGUARD WORLD FD ESG INTL STesg intl stk etf | $789,000 | +41.7% | 13,320 | +23.4% | 0.24% | +27.7% |
| EWY | Sell | ISHARES MSCI SOUTH KOREA INDEmsci sth kor etf | $778,000 | +25.1% | 9,047 | -4.9% | 0.24% | +12.9% |
| ICSH | Sell | ISHARES ULTRA SHORT-TERM BONDblackrock ultra | $771,000 | -36.1% | 15,262 | -36.0% | 0.24% | -42.3% |
| EMLC | Buy | EMERGING MARKETS LOCAL CURRENjp morgan mkts | $748,000 | +10.7% | 22,479 | +2.6% | 0.23% | 0.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL Ccl b new | $737,000 | +7.1% | 3,180 | -1.5% | 0.22% | -3.4% |
| AMLP | Sell | ALERIAN MLP ETFalerian mlp | $730,000 | +0.6% | 28,446 | -21.7% | 0.22% | -9.4% |
| BA | Sell | BOEING CO | $727,000 | +26.4% | 3,398 | -2.4% | 0.22% | +13.9% |
| BMY | Buy | BRISTOL MYERS SQUIBB | $659,000 | +17.3% | 10,624 | +14.1% | 0.20% | +5.8% |
| IYR | Buy | ISHARES TR DOW JONES U S REALu.s. real es etf | $641,000 | +13.7% | 7,480 | +5.9% | 0.20% | +2.6% |
| EWH | Buy | ISHARES MSCI HONG KONG INDEXmsci hong kg etf | $641,000 | +17.0% | 25,996 | +4.0% | 0.20% | +5.4% |
| V | Sell | VISA INC CLASS A | $633,000 | +8.6% | 2,894 | -0.7% | 0.19% | -2.0% |
| AMZN | Buy | AMAZON.COM INC | $635,000 | +6.7% | 195 | +3.2% | 0.19% | -4.0% |
| TXN | Buy | TEXAS INSTRUMENTS INC | $617,000 | +23.6% | 3,761 | +7.6% | 0.19% | +11.9% |
| CRBN | Buy | ISHARES MSCI ACWI LOW CARBONmsci lw crb tg | $600,000 | +26.8% | 4,035 | +11.8% | 0.18% | +14.4% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORportfolio short | $597,000 | +2.8% | 19,000 | +2.6% | 0.18% | -7.1% |
| PGF | Sell | POWERSHARES FINANCIAL PREFERRfinl pfd etf | $595,000 | -2.5% | 30,964 | -4.9% | 0.18% | -12.1% |
| TTC | Sell | TORO CO | $591,000 | +9.4% | 6,232 | -3.1% | 0.18% | -1.1% |
| DIS | Buy | DISNEY WALT CO | $572,000 | +52.5% | 3,155 | +4.5% | 0.17% | +37.0% |
| XOM | EXXON MOBIL CORPORATION | $567,000 | +20.1% | 13,760 | 0.0% | 0.17% | +8.8% | |
| SUB | Sell | ISHARES S&P SHORT-TERM NATIONshrt nat mun etf | $554,000 | -4.2% | 5,125 | -4.1% | 0.17% | -13.3% |
| COST | Buy | COSTCO WHOLESALE CORP | $538,000 | +7.8% | 1,427 | +1.5% | 0.16% | -2.4% |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITemrg mkteq etf | $531,000 | +7.3% | 17,335 | -6.4% | 0.16% | -3.0% |
| ESGE | Buy | ISHARES INC MSCI EM ESG OPTesg awr msci em | $516,000 | +45.4% | 12,300 | +23.4% | 0.16% | +30.8% |
| HD | Buy | HOME DEPOT INC COM | $507,000 | 0.0% | 1,910 | +4.7% | 0.15% | -9.9% |
| NEE | Buy | NEXTERA ENERGY INC COM | $504,000 | +10.0% | 6,529 | +295.5% | 0.15% | -1.3% |
| ACN | Sell | ACCENTURELTD BERMUDA CL A ISI | $499,000 | +13.9% | 1,910 | -1.5% | 0.15% | +2.7% |
| IEFA | Sell | ISHARES TRUST CORE MSCI EAFEcore msci eafe | $466,000 | +7.6% | 6,745 | -6.0% | 0.14% | -2.7% |
| SYK | Sell | STRYKER CORP | $442,000 | +16.6% | 1,803 | -0.8% | 0.14% | +5.5% |
| ABT | Sell | ABBOTT LABORATORIES | $436,000 | -2.5% | 3,982 | -3.0% | 0.13% | -11.9% |
| EWS | Buy | ISHARES MSCI SINGAPORE INDEXmsci singpor etf | $437,000 | +40.5% | 20,346 | +22.5% | 0.13% | +26.7% |
| VOO | Sell | VANGUARD S&P 500 ETF | $416,000 | +9.2% | 1,209 | -2.4% | 0.13% | -1.6% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFshort trm bond | $400,000 | -42.6% | 4,825 | -42.5% | 0.12% | -48.1% |
| NVT | NVENT ELECTRIC PLC | $399,000 | +31.7% | 17,150 | 0.0% | 0.12% | +18.6% | |
| TCP | TC PIPELINES LP | $394,000 | +14.9% | 13,390 | 0.0% | 0.12% | +3.4% | |
| EWC | Sell | ISHARES MSCI CANADA INDEX ETFmsci cda etf | $390,000 | +8.0% | 12,642 | -4.1% | 0.12% | -2.5% |
| DCI | DONALDSON INC | $391,000 | +20.3% | 7,000 | 0.0% | 0.12% | +8.2% | |
| INTC | Sell | INTEL CORP COM | $387,000 | -4.4% | 7,770 | -0.6% | 0.12% | -13.9% |
| ESGV | Buy | VANGUARD WORLD ESG US STOCK Eesg us stk etf | $384,000 | +41.7% | 5,475 | +25.0% | 0.12% | +28.6% |
| UNP | Sell | UNION PACIFIC CORP | $381,000 | -1.3% | 1,832 | -6.6% | 0.12% | -10.8% |
| NKE | Sell | NIKE INC CLASS Bcl b | $378,000 | +10.9% | 2,669 | -1.8% | 0.12% | 0.0% |
| TJX | Sell | TJX COMPANIES INC | $376,000 | +21.3% | 5,511 | -1.2% | 0.11% | +8.6% |
| CMCSA | Sell | COMCASTCORP NEW CL Acl a | $374,000 | +10.7% | 7,145 | -2.3% | 0.11% | 0.0% |
| VCIT | Sell | VANGUARD INTERMEDIATE TERM COint-term corp | $376,000 | +0.8% | 3,871 | -0.6% | 0.11% | -9.5% |
| ENB | ENBRIDGE INC | $370,000 | +9.5% | 11,565 | 0.0% | 0.11% | -0.9% | |
| EMD | Buy | WESTERN ASSET EMERGING MARKET | $368,000 | +29.1% | 26,450 | +14.5% | 0.11% | +16.7% |
| OKE | ONEOK INC CM (NEW) | $367,000 | +48.0% | 9,565 | 0.0% | 0.11% | +33.3% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $366,000 | +24.1% | 18,686 | 0.0% | 0.11% | +11.0% | |
| STPZ | Sell | PIMCO 1-5 YR US TIPS INDEX ET1-5 us tip idx | $361,000 | -8.1% | 6,655 | -8.8% | 0.11% | -17.3% |
| JPM | J P MORGAN CHASE & CO COM ISI | $351,000 | +32.0% | 2,766 | 0.0% | 0.11% | +18.9% | |
| IEMG | Sell | ISHARES INC CORE MSCI EMERGINcore msci emkt | $350,000 | +13.3% | 5,646 | -3.4% | 0.11% | +2.9% |
| RTX | Sell | RAYTHEON TECH CORP COM | $352,000 | +16.9% | 4,923 | -5.8% | 0.11% | +4.9% |
| LOW | Sell | LOWES COMPANIES | $338,000 | -4.0% | 2,105 | -0.9% | 0.10% | -13.4% |
| WFC | WELLS FARGO & CO | $329,000 | +28.0% | 10,913 | 0.0% | 0.10% | +14.9% | |
| ITW | Sell | ILLINOIS TOOL WORKS | $301,000 | +4.9% | 1,476 | -0.7% | 0.09% | -5.2% |
| GOOGL | Sell | ALPHABET INC CLASS Acap stk cl a | $298,000 | +17.3% | 170 | -1.7% | 0.09% | +5.8% |
| BG | New | BUNGE LIMITED | $298,000 | – | 4,550 | +100.0% | 0.09% | – |
| FXI | Buy | ISHARES FTSE CHINA INDEX ETFchina lg-cap etf | $293,000 | +14.5% | 6,319 | +3.6% | 0.09% | +3.5% |
| EWW | New | ISHARES MSCI MEXICO INVESTABLmsci mexico etf | $293,000 | – | 6,805 | +100.0% | 0.09% | – |
| JNJ | JOHNSON & JOHNSON COM | $282,000 | +5.6% | 1,795 | 0.0% | 0.09% | -4.4% | |
| CGW | CLAYMORE S&P GLOBAL WATER ETFs&p gbl water | $282,000 | +13.3% | 6,025 | 0.0% | 0.09% | +2.4% | |
| CAT | New | CATERPILLAR INC | $278,000 | – | 1,530 | +100.0% | 0.08% | – |
| BAM | Buy | BROOKFIELD ASSET MANAGEMENTcl a ltd vt sh | $280,000 | +33.3% | 6,794 | +6.8% | 0.08% | +19.7% |
| OEF | ISHARES TR S&P 100 INDEX FUNs&p 100 etf | $275,000 | +10.4% | 1,600 | 0.0% | 0.08% | 0.0% | |
| DSI | Buy | ISHARES MSCI KLDmsci kld400 soc | $272,000 | +7.5% | 3,808 | +92.9% | 0.08% | -2.4% |
| SMIN | Buy | ISHARES MSCI INDIA SMALL-CAPmsci india sm cp | $273,000 | +22.4% | 6,445 | +3.5% | 0.08% | +10.7% |
| GOOG | Sell | ALPHABET INC CLASS Ccap stk cl c | $266,000 | +16.7% | 152 | -1.9% | 0.08% | +5.2% |
| BRF | Buy | MARKET VECTORS BRAZIL SMALL Cbrazil small cp | $264,000 | +38.2% | 12,390 | +8.3% | 0.08% | +25.0% |
| EEMS | Buy | ISHARES INC MSCI EMRG MKTS SMem mkt sm-cp etf | $260,000 | +23.2% | 4,925 | +2.3% | 0.08% | +11.3% |
| KO | New | COCA COLA CO | $261,000 | – | 4,766 | +100.0% | 0.08% | – |
| ET | ENERGY TRANSFER LP | $256,000 | +14.3% | 41,379 | 0.0% | 0.08% | +2.6% | |
| VALE | VALE S.A. SPONS ADR REPR 1 COsponsored ads | $252,000 | +58.5% | 15,011 | 0.0% | 0.08% | +42.6% | |
| VTI | VANGUARD INDEX FDS VANGUARDtotal stk mkt | $251,000 | +14.1% | 1,290 | 0.0% | 0.08% | +2.7% | |
| T | AT&T INC | $251,000 | +0.8% | 8,739 | 0.0% | 0.08% | -9.5% | |
| MOO | MARKET VECTORS AGRIBUSINESS Eagribusiness etf | $249,000 | +15.3% | 3,197 | 0.0% | 0.08% | +4.1% | |
| CL | Sell | COLGATE-PALMOLIVE CO | $239,000 | +10.1% | 2,790 | -0.9% | 0.07% | 0.0% |
| IIF | Buy | MORGAN STANLEY INDIA INVESTME | $234,000 | +30.0% | 11,049 | +6.3% | 0.07% | +16.4% |
| TRGP | New | TARGA RESOURCES CORP | $231,000 | – | 8,773 | +100.0% | 0.07% | – |
| QCOM | New | QUALCOMM INC | $226,000 | – | 1,485 | +100.0% | 0.07% | – |
| JGH | Buy | NUVEEN GLB HIGH INC FD | $224,000 | +42.7% | 14,437 | +24.1% | 0.07% | +28.3% |
| EWA | New | ISHARES MSCI AUSTRALIA INDEXmsci aust etf | $219,000 | – | 9,125 | +100.0% | 0.07% | – |
| ABBV | New | ABBVIE INC | $218,000 | – | 2,033 | +100.0% | 0.07% | – |
| PFXF | VANECK VECTORS PFD SECS EX FIpfd secs ex finl | $218,000 | +7.4% | 10,595 | 0.0% | 0.07% | -4.3% | |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $209,000 | -11.1% | 588 | -4.1% | 0.06% | -19.0% |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $206,000 | – | 5,160 | +100.0% | 0.06% | – |
| BAC | New | BANK OF AMERICA COM | $208,000 | – | 6,864 | +100.0% | 0.06% | – |
| SCHW | New | SCHWAB CHARLES CORP NEW | $203,000 | – | 3,827 | +100.0% | 0.06% | – |
| VGK | Sell | VANGUARD EUROPEAN STOCK ETFftse europe etf | $205,000 | +2.5% | 3,410 | -10.5% | 0.06% | -8.8% |
| BBD | Buy | BANCO BRADESCO SA ADRsp adr pfd new | $174,000 | +100.0% | 33,050 | +30.1% | 0.05% | +82.8% |
| PAA | Buy | PLAINS ALL AMERICAN PIPELINEunit ltd partn | $162,000 | +48.6% | 19,700 | +8.0% | 0.05% | +32.4% |
| PBR | Buy | PETROLEO BRASILEIRO SA ADRsponsored adr | $161,000 | +87.2% | 14,295 | +18.0% | 0.05% | +69.0% |
| BRFS | Buy | BRF - BRASIL FOODS SA ADRsponsored adr | $159,000 | +103.8% | 37,965 | +59.4% | 0.05% | +84.6% |
| ITUB | Buy | ITAU UNIBANCO HOLDING SA ADRspon adr rep pfd | $152,000 | +56.7% | 24,925 | +2.6% | 0.05% | +39.4% |
| GE | Buy | GENERAL ELECTRIC COMPANY | $122,000 | +76.8% | 11,284 | +2.6% | 0.04% | +60.9% |
| CRESY | Sell | CRESUD S.A.C.I.F.Y.A. SPONS Asponsored adr | $90,000 | +47.5% | 18,760 | -13.3% | 0.03% | +28.6% |
| JCS | COMMUNICATIONS SYSTEMS INC. | $86,000 | +19.4% | 18,733 | 0.0% | 0.03% | +8.3% | |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -15,000 | -100.0% | -0.02% | – |
| GIS | Exit | GENERAL MILLS INC | $0 | – | -3,800 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR 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 | 2024-02-02 |
| 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.