13F Filings for GOULD ASSET MANAGEMENT LLC /CA/ (CIK: 1091961)
View the most recent portfolio holdings disclosed by GOULD ASSET MANAGEMENT LLC /CA/ in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SPY - SP 500 DEPOSITORY RECEIPT(Class: TR UNIT) | 228.60K | $141.24M | 27.67% | Decreased | 14.85K (6.0%, $5.06M) |
| STIP - ISHARES 0-5 YEAR TIPS BOND ET(Class: 0-5 YR TIPS ETF) | 360.07K | $37.05M | 7.26% | Increased | 47.41K (15.0%, $4.70M) |
| VGSH - VANGUARD SHORT TERM TREASURY(Class: SHORT TERM TREAS) | 553.84K | $32.55M | 6.38% | Increased | 40.55K (7.0%, $2.43M) |
| TLT - ISHARES BARCLAYS 20 YEAR TRE(Class: 20 YR TR BD ETF) | 276.15K | $24.37M | 4.77% | Increased | 24.66K (9.0%, $1.48M) |
| VCSH - VANGUARD SHORT-TERM CORPORATE(Class: SHRT TRM CORP BD) | 216.53K | $17.21M | 3.37% | Increased | 9.75K (4.0%, $891.17K) |
| BAB - INVESCO TAXABLE MUNICIPAL BON(Class: TAXABLE MUN BD) | 600.49K | $15.93M | 3.12% | Increased | 40.59K (7.0%, $992.80K) |
| GLDM - SPDR GOLD MINISHARES TRUST(Class: SPDR GLD MINIS) | 236.08K | $15.47M | 3.03% | Decreased | 15.56K (6.0%, $105.86K) |
| IVV - ISHARES SP 500 INDEX ETF(Class: CORE SP500 ETF) | 22.64K | $14.05M | 2.75% | Decreased | 897 (3.0%, $831.56K) |
| VNQ - VANGUARD REIT INDEX ETF(Class: REAL ESTATE ETF) | 155.63K | $13.86M | 2.71% | Increased | 5.01K (3.0%, $223.35K) |
| VEA - VANGUARD FTSE DEVELOPED MARKE(Class: VAN FTSE DEV MKT) | 181.81K | $10.37M | 2.03% | Decreased | 12.74K (6.0%, $476.06K) |
| BOND - PIMCOTOTAL RETURN ETF(Class: ACTIVE BD ETF) | 104.77K | $9.66M | 1.89% | Increased | 2.57K (2.0%, $206.87K) |
| SPYX - SPDR SP 500 FOSSIL FUEL RESE(Class: SPDR SP 500 ETF) | 173.58K | $8.84M | 1.73% | Decreased | 3.52K (1.0%, $737.87K) |
| AAPL - APPLE COMPUTER INC.(Class: COM) | 38.04K | $7.81M | 1.53% | Decreased | 1.11K (2.0%, $892.08K) |
| XSOE - WISDOMTREE EMMKTS EX-STT-OWND(Class: EM EX ST-OWNED) | 221.88K | $7.65M | 1.50% | Decreased | 12.83K (5.0%, $404.87K) |
| VXF - VANGUARD EXTENDED MARKET INDE(Class: EXTEND MKT ETF) | 37.50K | $7.23M | 1.42% | Decreased | 910 (2.0%, $610.12K) |
| VTIP - VANGUARD ST TIPS BOND FD(Class: STRM INFPROIDX) | 120.24K | $6.04M | 1.18% | Decreased | 155 (0.0%, $36.71K) |
| DFAX - DIMENSIONAL WORLD EX US CORE(Class: WORLD EX US CORE) | 183.26K | $5.38M | 1.05% | Decreased | 4.45K (2.0%, $464.30K) |
| SHV - ISHARES BARCLAYS SHORT TREASU(Class: SHORT TREAS BD) | 40.64K | $4.49M | 0.88% | Increased | 895 (2.0%, $97.24K) |
| EFA - ISHARES MSCI EAFE INDEX ETF(Class: MSCI EAFE ETF) | 50.15K | $4.48M | 0.88% | Increased | 2.65K (5.0%, $600.33K) |
| N/A - VANGUARD ESG US STOCK ETF(Class: ESG US STK ETF) | 37.40K | $4.10M | 0.80% | Decreased | 110 (0.0%, $426.41K) |
| MSFT - MICROSOFT CORPORATION(Class: COM) | 7.20K | $3.58M | 0.70% | Decreased | 466 (6.0%, $703.64K) |
| IAU - ISHARES GOLD TRUST(Class: ISHARES NEW) | 47.73K | $2.98M | 0.58% | Decreased | 4.32K (8.0%, $92.67K) |
| BND - VANGUARD TOTAL BOND MARKET ET(Class: TOTAL BND MRKT) | 38.80K | $2.86M | 0.56% | Decreased | 1.05K (2.0%, $70.50K) |
| ESGD - ISHARES ESG AWARE MSCI EAFE E(Class: ESG AW MSCI EAFE) | 31.67K | $2.83M | 0.55% | Decreased | 147 (0.0%, $226.47K) |
| VMBS - VANGUARD MORTGAGE BACKED SEC(Class: MTG-BKD SECS ETF) | 57.88K | $2.68M | 0.53% | Increased | 3.21K (5.0%, $150.39K) |