$357 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 141 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KO | New | COCA COLA CO | $415,000 | – | 7,011 | +100.0% | 0.12% | – |
| AVGO | New | BROADCOM INC | $357,000 | – | 536 | +100.0% | 0.10% | – |
| IEMG | New | ISHARES INC CORE MSCI EMERGINcore msci emkt | $356,000 | – | 5,949 | +100.0% | 0.10% | – |
| SUSB | New | ISHARES ESG 1-5 YEAR USD CORPesg awre 1 5 yr | $260,000 | – | 10,150 | +100.0% | 0.07% | – |
| CB | New | CHUBB CORP | $253,000 | – | 1,311 | +100.0% | 0.07% | – |
| NTR | New | NUTRIEN LTD | $213,000 | – | 2,838 | +100.0% | 0.06% | – |
| CSX | New | C S X CORP | $201,000 | – | 5,340 | +100.0% | 0.06% | – |
| CRESW | New | CRESUD S. A. C. I. F. Y. A. W*w exp 03/08/202 | $6,000 | – | 32,840 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.