GA

GOULD ASSET MANAGEMENT LLC /CA/

13F
GOULD ASSET MANAGEMENT LLC /CA/
Last update 2025-05-02 161 Stocks (5 new)
Value $485.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(28.08%)STIP(6.67%)VGSH(6.21%)TLT(4.72%)VCSH(3.37%)
Summary Stock Picks Current Portfolio
GOULD ASSET MANAGEMENT LLC /CA... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
243,455
136,186.1
+0.82%
28.080
+0.23%
0.020
+16.39%
+8.89%
654,583.2
 
STIP
iShares 0-5 Year TIPS Bond ETF
312,662
32,351.1
+6.27%
6.670
+0.39%
0.270
+0.92%
+4.35%
12,371.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
513,291
30,125.0
+23.16%
6.210
+1.17%
0.130
+0.70%
+2.70%
22,497.1
 
TLT
iShares 20+ Year Treasury Bond ETF
251,488
22,892.9
+11.20%
4.720
+0.48%
0.050
-1.56%
+0.49%
47,698.4
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
206,777
16,323.0
+2.86%
3.370
+0.09%
0.050
+1.68%
+3.80%
34,938.6
 
GLDM
SPDR Gold MiniShares Trust
251,635
15,573.7
+16.54%
3.210
+0.46%
0.110
+0.80%
+28.33%
16,163.0
 
BAB
Invesco Taxable Municipal Bond ETF
559,898
14,938.1
+12.00%
3.080
+0.33%
1.540
+1.38%
+2.99%
920.5
 
VNQ
Vanguard Real Estate Index Fund ETF
150,617
13,636.9
+2.56%
2.810
+0.07%
0.040
+6.27%
+5.04%
34,063.4
 
IVV
iShares Core S&P 500 ETF
23,532
13,222.5
-1.59%
2.730
-0.05%
0.000
+16.45%
+8.98%
642,461.0
 
VEA
Vanguard FTSE Developed Markets ETF
194,550
9,889.0
-2.63%
2.040
-0.05%
0.010
+11.93%
+23.01%
162,442.1
 

GOULD ASSET MANAGEMENT LLC /CA/'s Historical Top Holdings Breakdowns

GOULD ASSET MANAGEMENT LLC /CA/'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+1.17%
●
58.07 ($58.36) 58.69
$58.54
0.31%
Add 23.16%
513,291
96,517
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.68%
●
73.11 ($75.48) 77.43
$74.82
-0.87%
Reduce -81.61%
9,740
-43,212
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-03-31
New Buy
New Buy
+0.52%
●
44.68 ($45.73) 46.49
$45.94
0.46%
New holding
54,665
54,665
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.48%
●
85.29 ($89.02) 92.57
$85.90
-3.50%
Add 11.2%
251,488
25,324
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.46%
●
52.19 ($56.8) 61.89
$66.72
17.46%
Add 16.54%
251,635
35,713
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
Add
Add
+0.39%
●
100.59 ($101.89) 103.47
$102.84
0.93%
Add 6.27%
312,662
18,453
BAB
Invesco Taxable Municipal Bond ETF
2025-03-31
Add
Add
+0.33%
●
25.83 ($26.46) 27.09
$26.30
-0.60%
Add 12%
559,898
59,985
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.23%
●
551.42 ($587.78) 612.93
$634.42
7.93%
Add 0.82%
243,455
1,975
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.20%
●
105.1 ($107.75) 109.61
$108.64
0.83%
Sold Out
0
-8,935
BOND
PIMCO Active Bond ETF
2025-03-31
Add
Add
+0.19%
●
89.27 ($91.32) 92.9
$91.36
0.04%
Add 11.11%
102,206
10,217

GOULD ASSET MANAGEMENT LLC /CA/ Total Holding History ($B)

To

GOULD ASSET MANAGEMENT LLC /CA/'s Asset Allocation

To

GOULD ASSET MANAGEMENT LLC /CA/ Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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GOULD ASSET MANAGEMENT LLC /CA/'s Hypothetical Growth since 2025-03-31

GOULD ASSET MANAGEMENT LLC /CA/'s Yearly Returns

Year Portfolio % % Excess Gain %

GOULD ASSET MANAGEMENT LLC /CA/'s Holdings Heat Map

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GOULD ASSET MANAGEMENT LLC /CA/'s Holdings Bubble Chart

GOULD ASSET MANAGEMENT LLC /CA/ News

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