$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LIN | New | LINDE PLC | $275,000 | – | 860 | +100.0% | 0.08% | – |
| MMM | New | 3M COMPANY | $273,000 | – | 1,833 | +100.0% | 0.08% | – |
| 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% | – | |
| 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% | – |
| MLPA | New | GLOBAL X MLP ETFglbl x mlp etf | $208,000 | – | 5,172 | +100.0% | 0.06% | – |
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 | 2024-05-03 |
| 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.