$125 Million is the total value of Gould Capital, LLC's 205 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | New | VANGUARD TOTAL BOND MARKET ETFetf | $1,631,486 | – | 22,710 | +100.0% | 1.30% | – |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $266,233 | – | 6,830 | +100.0% | 0.21% | – |
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $209,576 | – | 3,400 | +100.0% | 0.17% | – |
| New | GLOBAL X SUPERDIVIDEND ETFetf | $31,912 | – | 1,328 | +100.0% | 0.02% | – | |
| RF | New | REGIONS FINANCIAL CORP NEW COMstock | $14,920 | – | 692 | +100.0% | 0.01% | – |
| HPQ | New | HP INC COMstock | $6,449 | – | 240 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE CO COMstock | $3,830 | – | 240 | +100.0% | 0.00% | – |
| ATAI | New | ATAI LIFE SCIENCES NV SHSstock | $2,660 | – | 1,000 | +100.0% | 0.00% | – |
| New | XPERI INC COMMON STOCKstock | $172 | – | 20 | +100.0% | 0.00% | – | |
| New | MICRO FOCUS INTL PLC SPON ADR NEWadr | $164 | – | 26 | +100.0% | 0.00% | – | |
| DXC | New | DXC TECHNOLOGY CO COMstock | $530 | – | 20 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES 3-7 YEAR TREASURY BOND ETF | 8 | Q3 2023 | 9.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 8 | Q3 2023 | 9.5% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8 | Q3 2023 | 6.0% |
| ISHARES MSCI EAFE ETF | 8 | Q3 2023 | 7.4% |
| APPLE INC COM | 8 | Q3 2023 | 4.0% |
| ISHARES SHORT TREASURY BOND ETF | 8 | Q3 2023 | 4.1% |
| UNION PAC CORP COM | 8 | Q3 2023 | 3.5% |
| SPDR GOLD SHARES | 8 | Q3 2023 | 3.2% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2023 | 7.4% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 8 | Q3 2023 | 2.8% |
View Gould Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-09 |
| 13F-HR/A | 2023-08-25 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-23 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-02-14 |
View Gould Capital, LLC'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.