$349 Million is the total value of GOULD ASSET MANAGEMENT LLC /CA/'s 144 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 7.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | S&P 500 DEPOSITORY RECEIPTtr unit | $119,049,000 | -3.4% | 263,594 | +1.6% | 34.11% | -1.2% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATEshrt trm corp bd | $17,459,000 | -2.2% | 223,576 | +1.8% | 5.00% | 0.0% |
| TLT | Buy | ISHARES BARCLAYS 20 YEAR TRE20 yr tr bd etf | $15,511,000 | -8.2% | 117,439 | +3.0% | 4.44% | -6.1% |
| VTIP | Buy | VANGUARD ST TIPS BOND FDstrm infproidx | $15,429,000 | +4.2% | 301,295 | +4.6% | 4.42% | +6.6% |
| IVV | Sell | ISHARES S&P 500 INDEX ETFcore s&p500 etf | $13,383,000 | -5.7% | 29,498 | -0.8% | 3.84% | -3.5% |
| BAB | Buy | POWERSHARES BUILD AMERICA BONtaxable mun bd | $12,029,000 | -4.9% | 405,413 | +5.7% | 3.45% | -2.7% |
| GLDM | Sell | WORLD GOLD TR SPDR GLD MINISspdr gld minis | $11,542,000 | +105.7% | 300,030 | -2.8% | 3.31% | +110.4% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ET0-5 yr tips etf | $11,096,000 | -0.2% | 105,732 | +0.7% | 3.18% | +2.1% |
| VNQ | Buy | VANGUARD REIT INDEX ETFreal estate etf | $10,417,000 | -6.3% | 96,125 | +0.3% | 2.98% | -4.2% |
| BOND | Buy | PIMCOTOTAL RETURN ETFactive bd etf | $7,746,000 | -1.3% | 76,103 | +6.1% | 2.22% | +1.0% |
| VXF | Buy | VANGUARD EXTENDED MARKET INDEextend mkt etf | $6,152,000 | -9.1% | 37,135 | +0.3% | 1.76% | -7.1% |
| EFA | Sell | ISHARES MSCI EAFE INDEX ETFmsci eafe etf | $5,814,000 | -27.5% | 78,990 | -22.5% | 1.67% | -25.9% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKEftse dev mkt etf | $5,273,000 | -7.2% | 109,776 | -1.3% | 1.51% | -5.1% |
| AAPL | Sell | APPLE COMPUTER INC. | $4,541,000 | -3.5% | 26,007 | -1.9% | 1.30% | -1.4% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETtotal bnd mrkt | $4,399,000 | -1.9% | 55,305 | +4.5% | 1.26% | +0.2% |
| SPYX | Sell | SPDR SER TR SP500 FOSL ETFspdr s&p 500 etf | $4,048,000 | -7.7% | 36,465 | -2.2% | 1.16% | -5.6% |
| VCLT | Buy | VANGUARD LONG TERM CORPORATElg-term cor bd | $3,623,000 | -1.3% | 38,678 | +11.5% | 1.04% | +1.0% |
| MDY | Buy | SPDR S&P MID CAP 400 ETFutser1 s&pdcrp | $3,561,000 | +0.3% | 7,261 | +5.8% | 1.02% | +2.5% |
| BLV | Buy | VANGUARD LONG-TERM BOND INDEXlong term bond | $3,520,000 | +33.7% | 38,390 | +50.0% | 1.01% | +36.7% |
| MSFT | Buy | MICROSOFT CORPORATION | $2,866,000 | -7.8% | 9,295 | +0.5% | 0.82% | -5.7% |
| IAU | Sell | ISHARES GOLD TRUSTishares new | $2,673,000 | +3.7% | 72,572 | -2.0% | 0.77% | +6.1% |
| GLD | Buy | SPDR GOLD TRUST ETF | $2,319,000 | +6.1% | 12,835 | +0.4% | 0.66% | +8.3% |
| VWO | Sell | VANGUARD EMERGING MARKETS ETFftse emr mkt etf | $2,143,000 | -7.1% | 46,452 | -0.5% | 0.61% | -5.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEXallwrld ex us | $1,809,000 | -9.8% | 31,420 | -4.0% | 0.52% | -7.8% |
| PEP | Sell | PEPSICO INC | $1,766,000 | -6.4% | 10,553 | -2.8% | 0.51% | -4.3% |
| DVY | Sell | ISHARES DOW JONES SELECT DIVIselect divid etf | $1,625,000 | -2.7% | 12,683 | -6.9% | 0.47% | -0.4% |
| IDV | Buy | ISHARES TR INTL SEL DIV ETFintl sel div etf | $1,576,000 | +18.9% | 49,610 | +16.7% | 0.45% | +21.8% |
| ESGD | Sell | ISHARES TR MSCI EAFE ESG OPTesg aw msci eafe | $1,376,000 | -16.5% | 18,665 | -10.0% | 0.39% | -14.7% |
| ESGU | Sell | ISHARES MSCI USA ESG OPTIMIZEesg awr msci usa | $1,309,000 | -18.7% | 12,920 | -13.5% | 0.38% | -16.9% |
| VTV | Sell | VANGUARD VALUE ETFvalue etf | $1,278,000 | -7.2% | 8,650 | -7.6% | 0.37% | -5.2% |
| SUSA | Sell | ISHARES MSCI USA ESG SELECT Emsci usa esg slc | $1,274,000 | -12.2% | 13,160 | -3.6% | 0.36% | -10.3% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDhigh div yld | $1,271,000 | -7.6% | 11,320 | -7.7% | 0.36% | -5.7% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY Eintl eqty etf | $1,259,000 | +7.1% | 34,290 | +13.3% | 0.36% | +9.4% |
| PGX | Buy | POWERSHARES PREFERRED ETFpfd etf | $1,206,000 | -5.9% | 88,838 | +3.9% | 0.35% | -3.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL Ccl b new | $1,101,000 | +22.6% | 3,121 | +3.9% | 0.32% | +25.0% |
| VSGX | Sell | VANGUARD WORLD FD ESG INTL STesg intl stk etf | $1,021,000 | -24.6% | 17,850 | -18.2% | 0.29% | -22.7% |
| AMLP | Sell | ALERIAN MLP ETFalerian mlp | $978,000 | +17.0% | 25,536 | -0.0% | 0.28% | +19.7% |
| COST | Buy | COSTCO WHOLESALE CORP | $975,000 | +7.9% | 1,692 | +6.3% | 0.28% | +10.3% |
| EWT | ISHARES MSCI TAIWAN INDEX ETFmsci taiwan etf | $969,000 | -7.7% | 15,770 | 0.0% | 0.28% | -5.4% | |
| CRBN | ISHARES MSCI ACWI LOW CARBONmsci lw crb tg | $897,000 | -6.2% | 5,495 | 0.0% | 0.26% | -4.1% | |
| MCD | Sell | MCDONALDS CORP | $835,000 | -10.0% | 3,379 | -2.5% | 0.24% | -8.1% |
| UNH | Buy | UNITEDHEALTH GROUP | $830,000 | +24.4% | 1,628 | +22.6% | 0.24% | +27.3% |
| PFE | Sell | PFIZER INC. | $826,000 | -21.4% | 15,950 | -10.4% | 0.24% | -19.7% |
| JPM | Buy | J P MORGAN CHASE & CO COM ISI | $826,000 | +4.0% | 6,061 | +20.8% | 0.24% | +6.3% |
| WMT | Sell | WAL-MART STORES INC | $806,000 | +1.3% | 5,413 | -1.5% | 0.23% | +3.6% |
| HD | Buy | HOME DEPOT INC COM | $801,000 | -24.8% | 2,675 | +4.3% | 0.23% | -22.8% |
| IYR | Sell | ISHARES TR DOW JONES U S REALu.s. real es etf | $787,000 | -8.1% | 7,270 | -1.4% | 0.23% | -5.8% |
| EWC | Buy | ISHARES MSCI CANADA INDEX ETFmsci cda etf | $767,000 | +5.9% | 19,072 | +1.3% | 0.22% | +8.4% |
| V | Buy | VISA INC CLASS A | $750,000 | +8.7% | 3,384 | +6.3% | 0.22% | +11.4% |
| AMZN | Buy | AMAZON.COM INC | $727,000 | +2.4% | 223 | +4.7% | 0.21% | +4.5% |
| ACN | Buy | ACCENTURELTD BERMUDA CL A ISI | $695,000 | -18.2% | 2,060 | +0.5% | 0.20% | -16.4% |
| TIP | Buy | ISHARES BARCLAYS TIPS BOND ETtips bd etf | $696,000 | -0.6% | 5,585 | +3.1% | 0.20% | +1.5% |
| EWY | Buy | ISHARES MSCI SOUTH KOREA INDEmsci sth kor etf | $690,000 | +1.0% | 9,682 | +10.3% | 0.20% | +3.7% |
| ESGV | Sell | VANGUARD WORLD ESG US STOCK Eesg us stk etf | $664,000 | -8.0% | 8,190 | -0.2% | 0.19% | -5.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $650,000 | +16.9% | 8,900 | -0.1% | 0.19% | +19.2% |
| OKE | ONEOK INC CM (NEW) | $603,000 | +20.1% | 8,537 | 0.0% | 0.17% | +22.7% | |
| PG | Sell | PROCTER & GAMBLE CO | $596,000 | -14.0% | 3,903 | -7.9% | 0.17% | -11.9% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORportfolio short | $594,000 | +8.2% | 19,725 | +11.3% | 0.17% | +10.4% |
| EWH | Buy | ISHARES MSCI HONG KONG INDEXmsci hong kg etf | $592,000 | +3.3% | 26,226 | +6.1% | 0.17% | +5.6% |
| SCHE | Buy | SCHWAB EMERGING MARKETS EQUITemrg mkteq etf | $577,000 | +10.3% | 20,785 | +17.8% | 0.16% | +12.2% |
| PGF | Buy | POWERSHARES FINANCIAL PREFERRfinl pfd etf | $573,000 | -8.8% | 33,859 | +1.4% | 0.16% | -6.8% |
| TRGP | TARGA RESOURCES CORP | $565,000 | +44.5% | 7,481 | 0.0% | 0.16% | +47.3% | |
| SYK | Buy | STRYKER CORP | $560,000 | +5.1% | 2,093 | +5.0% | 0.16% | +7.4% |
| TXN | TEXAS INSTRUMENTS INC | $559,000 | -2.6% | 3,046 | 0.0% | 0.16% | -0.6% | |
| ESGE | Sell | ISHARES INC MSCI EM ESG OPTesg awr msci em | $553,000 | -16.2% | 15,065 | -9.2% | 0.16% | -14.6% |
| ABT | Buy | ABBOTT LABORATORIES | $538,000 | -15.1% | 4,542 | +0.8% | 0.15% | -13.5% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $516,000 | +4.7% | 2,910 | +1.0% | 0.15% | +7.2% |
| VOO | Sell | VANGUARD S&P 500 ETF | $516,000 | -18.6% | 1,244 | -14.4% | 0.15% | -16.9% |
| VCIT | Buy | VANGUARD INTERMEDIATE TERM COint-term corp | $509,000 | -2.7% | 5,916 | +5.0% | 0.15% | -0.7% |
| NEE | Buy | NEXTERA ENERGY INC COM | $506,000 | -8.7% | 5,979 | +0.7% | 0.14% | -6.5% |
| VIG | VANGUARD DIVIDEND APPRECIATIOdiv app etf | $496,000 | -5.7% | 3,060 | 0.0% | 0.14% | -3.4% | |
| EWS | Buy | ISHARES MSCI SINGAPORE INDEXmsci singpor etf | $491,000 | +10.6% | 23,579 | +13.6% | 0.14% | +13.7% |
| IEFA | Buy | ISHARES TRUST CORE MSCI EAFEcore msci eafe | $491,000 | -5.8% | 7,057 | +1.1% | 0.14% | -3.4% |
| BG | Sell | BUNGE LIMITED | $484,000 | +15.2% | 4,365 | -2.9% | 0.14% | +17.8% |
| SUB | Sell | ISHARES S&P SHORT-TERM NATIONshrt nat mun etf | $485,000 | -6.0% | 4,635 | -3.5% | 0.14% | -4.1% |
| TRP | TC ENERGY CORPCOM | $476,000 | +21.1% | 8,434 | 0.0% | 0.14% | +23.6% | |
| ENB | ENBRIDGE INC | $472,000 | +18.0% | 10,246 | 0.0% | 0.14% | +20.5% | |
| LOW | Sell | LOWES COMPANIES | $467,000 | -26.0% | 2,310 | -5.3% | 0.13% | -24.3% |
| ICSH | Sell | ISHARES ULTRA SHORT-TERM BONDblackrock ultra | $466,000 | -53.0% | 9,298 | -52.8% | 0.13% | -51.8% |
| CMCSA | Buy | COMCASTCORP NEW CL Acl a | $457,000 | -6.0% | 9,765 | +1.1% | 0.13% | -3.7% |
| UNP | UNION PACIFIC CORP | $443,000 | +8.3% | 1,622 | 0.0% | 0.13% | +10.4% | |
| NKE | NIKE INC CLASS Bcl b | $439,000 | -19.3% | 3,264 | 0.0% | 0.13% | -17.1% | |
| KO | Sell | COCA COLA CO | $432,000 | +4.1% | 6,966 | -0.6% | 0.12% | +6.9% |
| XOM | Sell | EXXON MOBIL CORPORATION | $427,000 | -3.0% | 5,175 | -28.1% | 0.12% | -0.8% |
| CMF | Buy | ISHARES CALIFORNIA MUNI BONDcalif mun bd etf | $427,000 | +24.1% | 7,345 | +33.2% | 0.12% | +27.1% |
| EWW | ISHARES MSCI MEXICO INVESTABLmsci mexico etf | $405,000 | +8.9% | 7,360 | 0.0% | 0.12% | +11.5% | |
| GOOG | Buy | ALPHABET INC CLASS Ccap stk cl c | $383,000 | -1.3% | 137 | +2.2% | 0.11% | +0.9% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETSmsci emg mkt etf | $377,000 | -47.6% | 8,345 | -43.3% | 0.11% | -46.5% |
| ET | Buy | ENERGY TRANSFER LP | $370,000 | +40.2% | 33,056 | +3.1% | 0.11% | +43.2% |
| CAT | Buy | CATERPILLAR INC | $365,000 | +22.5% | 1,640 | +13.9% | 0.10% | +25.0% |
| QCOM | Buy | QUALCOMM INC | $364,000 | -14.8% | 2,385 | +2.1% | 0.10% | -13.3% |
| DIS | Sell | DISNEY WALT CO | $356,000 | -18.5% | 2,595 | -8.0% | 0.10% | -16.4% |
| BAM | BROOKFIELD ASSET MANAGEMENTcl a ltd vt sh | $345,000 | -6.2% | 6,095 | 0.0% | 0.10% | -3.9% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $347,000 | +17.6% | 13,444 | 0.0% | 0.10% | +19.3% | |
| AVGO | Buy | BROADCOM INC | $341,000 | -4.5% | 541 | +0.9% | 0.10% | -2.0% |
| VGSH | Sell | VANGUARD SHORT TERM TREASURYshort term treas | $338,000 | -56.7% | 5,710 | -55.5% | 0.10% | -55.7% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFshort trm bond | $331,000 | -42.4% | 4,255 | -40.2% | 0.10% | -41.0% |
| SCHW | SCHWAB CHARLES CORP NEW | $323,000 | +0.3% | 3,827 | 0.0% | 0.09% | +3.3% | |
| SMIN | Sell | ISHARES MSCI INDIA SMALL-CAPmsci india sm cp | $321,000 | -12.1% | 5,710 | -5.5% | 0.09% | -9.8% |
| OEF | ISHARES TR S&P 100 INDEX FUNs&p 100 etf | $315,000 | -4.8% | 1,509 | 0.0% | 0.09% | -3.2% | |
| EMD | WESTERN ASSET EMERGING MARKET | $311,000 | -16.2% | 28,970 | 0.0% | 0.09% | -14.4% | |
| NTR | Buy | NUTRIEN LTD | $309,000 | +45.1% | 2,968 | +4.6% | 0.09% | +48.3% |
| MOO | MARKET VECTORS AGRIBUSINESS Eagribusiness etf | $311,000 | +9.5% | 2,977 | 0.0% | 0.09% | +11.2% | |
| ORCL | Sell | ORACLE CORPORATION | $308,000 | -6.9% | 3,726 | -2.0% | 0.09% | -5.4% |
| DSI | Sell | ISHARES MSCI KLDmsci kld400 soc | $305,000 | -12.6% | 3,523 | -6.3% | 0.09% | -11.2% |
| VTI | Sell | VANGUARD INDEX FDS VANGUARDtotal stk mkt | $304,000 | -54.6% | 1,335 | -51.9% | 0.09% | -53.7% |
| VALE | VALE S.A. SPONS ADR REPR 1 COsponsored ads | $295,000 | +42.5% | 14,780 | 0.0% | 0.08% | +46.6% | |
| BLK | Buy | BLACKROCK INC | $298,000 | -15.3% | 390 | +1.3% | 0.08% | -14.1% |
| ITW | ILLINOIS TOOL WORKS | $292,000 | -15.4% | 1,396 | 0.0% | 0.08% | -13.4% | |
| ADP | AUTOMATIC DATA PROCESSING INC | $289,000 | -8.0% | 1,272 | 0.0% | 0.08% | -5.7% | |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $291,000 | +17.8% | 660 | -5.0% | 0.08% | +20.3% |
| IEMG | Sell | ISHARES INC CORE MSCI EMERGINcore msci emkt | $289,000 | -18.8% | 5,194 | -12.7% | 0.08% | -17.0% |
| CGW | CLAYMORE S&P GLOBAL WATER ETFs&p gbl water | $283,000 | -13.5% | 5,400 | 0.0% | 0.08% | -12.0% | |
| BRF | Buy | MARKET VECTORS BRAZIL SMALL Cbrazil small cap | $284,000 | +26.2% | 14,170 | +3.7% | 0.08% | +28.6% |
| EEMS | Buy | ISHARES INC MSCI EMRG MKTS SMem mkt sm-cp etf | $280,000 | +0.7% | 4,915 | +6.4% | 0.08% | +2.6% |
| CB | CHUBB CORP | $280,000 | +10.7% | 1,311 | 0.0% | 0.08% | +12.7% | |
| LIN | New | LINDE PLC | $275,000 | – | 860 | +100.0% | 0.08% | – |
| MMM | New | 3M COMPANY | $273,000 | – | 1,833 | +100.0% | 0.08% | – |
| EWA | Buy | ISHARES MSCI AUSTRALIA INDEXmsci aust etf | $265,000 | +15.2% | 10,030 | +8.1% | 0.08% | +18.8% |
| IIF | MORGAN STANLEY INDIA INVESTME | $251,000 | -6.0% | 10,014 | 0.0% | 0.07% | -4.0% | |
| PFXF | Buy | VANECK VECTORS PFD SECS EX FIpreferred securt | $250,000 | -4.9% | 12,180 | +1.4% | 0.07% | -2.7% |
| TGT | Sell | TARGET CORP | $251,000 | -26.0% | 1,185 | -19.1% | 0.07% | -24.2% |
| SPGI | Buy | S&P GLOBAL INC | $247,000 | -12.4% | 603 | +0.8% | 0.07% | -10.1% |
| UPS | New | UNITED PARCEL SVC INC CL Bcl b | $246,000 | – | 1,145 | +100.0% | 0.07% | – |
| New | DIMENSIONAL WORLD EX US COREworld ex us core | $241,000 | – | 9,640 | +100.0% | 0.07% | – | |
| STPZ | Sell | PIMCO 1-5 YR US TIPS INDEX ET1-5 us tip idx | $241,000 | -4.4% | 4,425 | -3.2% | 0.07% | -2.8% |
| BAC | BANK OF AMERICA COM | $234,000 | -7.5% | 5,682 | 0.0% | 0.07% | -5.6% | |
| EZA | New | ISHARES MSCI SOUTH AFRICA INDmsci sth afr etf | $231,000 | – | 4,160 | +100.0% | 0.07% | – |
| HON | New | HONEYWELL INTL INC | $231,000 | – | 1,185 | +100.0% | 0.07% | – |
| JGH | Buy | NUVEEN GLB HIGH INC FD | $216,000 | -6.1% | 15,156 | +4.8% | 0.06% | -3.1% |
| PBR | Buy | PETROLEO BRASILEIRO SA ADRsponsored adr | $217,000 | +45.6% | 14,695 | +8.0% | 0.06% | +47.6% |
| FXI | Buy | ISHARES FTSE CHINA INDEX ETFchina lg-cap etf | $215,000 | -8.5% | 6,719 | +4.8% | 0.06% | -6.1% |
| MLPA | New | GLOBAL X MLP ETFglbl x mlp etf | $208,000 | – | 5,172 | +100.0% | 0.06% | – |
| GOOGL | Sell | ALPHABET INC CLASS Acap stk cl a | $209,000 | -56.5% | 75 | -54.8% | 0.06% | -55.6% |
| BRFS | Buy | BRF - BRASIL FOODS SA ADRsponsored adr | $204,000 | +15.3% | 51,385 | +18.4% | 0.06% | +16.0% |
| WFC | Sell | WELLS FARGO & CO | $204,000 | -3.3% | 4,212 | -4.4% | 0.06% | -1.7% |
| FM | Buy | ISHARES MSCI FRONTIER 100 ETFmsci frontier | $202,000 | -2.9% | 6,225 | +3.5% | 0.06% | 0.0% |
| SUSB | Sell | ISHARES ESG 1-5 YEAR USD CORPesg awre 1 5 yr | $202,000 | -22.3% | 8,185 | -19.4% | 0.06% | -20.5% |
| CSX | C S X CORP | $200,000 | -0.5% | 5,340 | 0.0% | 0.06% | +1.8% | |
| BBD | Buy | BANCO BRADESCO SA ADRsp adr pfd new | $200,000 | +39.9% | 43,089 | +3.1% | 0.06% | +42.5% |
| ITUB | Buy | ITAU UNIBANCO HOLDING SA ADRspon adr rep pfd | $180,000 | +63.6% | 31,500 | +7.3% | 0.05% | +67.7% |
| CRESY | Buy | CRESUD S.A.C.I.F.Y.A. SPONS Asponsored adr | $177,000 | +103.4% | 21,618 | +17.6% | 0.05% | +112.5% |
| PAA | PLAINS ALL AMERICAN PIPELINEunit ltd partn | $163,000 | +15.6% | 15,125 | 0.0% | 0.05% | +17.5% | |
| CRESW | CRESUD S. A. C. I. F. Y. A. W*w exp 03/08/202 | $10,000 | +66.7% | 32,840 | 0.0% | 0.00% | +50.0% | |
| JCS | Exit | COMMUNICATIONS SYSTEMS INC. | $0 | – | -22,491 | -100.0% | -0.02% | – |
| VGK | Exit | VANGUARD EUROPEAN STOCK ETFftse europe etf | $0 | – | -3,285 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECH CORP COM | $0 | – | -3,561 | -100.0% | -0.09% | – |
| TJX | Exit | TJX COMPANIES INC | $0 | – | -5,236 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.