Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
30
2
0
1
0
0
19
2
3
GOULD ASSET MANAGEMENT LLC CA

Time Period2019-06-30

Total Holdings143

Total Value ($x1000)277,101
Activities
New12

Increased53

Unchanged45

Decreased33

Sold Out5

Top 10 Stock Holdingstotal 65.08%
SPY34.37

VGSH9.58

VCSH4.29

IVV3.55

EFA2.6

 
VNQ2.58

TLT2.12

VXF2.07

VEU2.07

VEA1.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
34.37%
TR UNIT
VGSH
9.58%
SHTRM GVT BD ETF
VCSH
4.29%
SHRT TRM CORP BD
IVV
3.55%
CORE S&P500 ETF
EFA
2.6%
MSCI EAFE ETF
VNQ
2.58%
REIT ETF
TLT
2.12%
20+ YR TR BD ETF
VXF
2.07%
EXTEND MKT ETF
VEU
2.07%
ALLWRLD EX US
VEA
1.85%
FTSE DEV MKT ETF
MMM
1.32%
COM
BND
1.26%
TOTAL BND MRKT
STIP
1.22%
0-5 YR TIPS ETF
BLV
1.12%
LONG TERM BOND
MCD
1.01%
COM
MDY
0.92%
UTSER1 S&PDCRP
IAU
0.81%
ISHARES
VCLT
0.79%
LG-TERM COR BD
GLD
0.77%
GOLD SHS
VWO
0.75%
FTSE EMR MKT ETF
VTIP
0.71%
STRM INFPROIDX
MRK
0.68%
COM
BAB
0.66%
TAXABLE MUN BD
BOND
0.6%
TOTL RETN ETF
PEP
0.56%
COM
ONEK
0.56%
RUSSELL 1000 ETF
SCHF
0.55%
INTL EQTY ETF
SPYX
0.54%
SP500 FOSL ETF
MSFT
0.51%
COM
DVY
0.5%
SELECT DIVID ETF
AAPL
0.48%
COM
IWR
0.47%
RUS MID-CAP ETF
KLD
0.46%
USA ESG SLCT ETF
PG
0.45%
COM
BA
0.45%
COM
PFE
0.45%
COM
PGX
0.41%
PFD ETF
EEM
0.39%
MSCI EMG MKT ETF
MDT
0.37%
SHS
VTV
0.35%
VALUE ETF
VYM
0.34%
HIGH DIV YLD
XOM
0.33%
COM
BRK.B
0.33%
CL B NEW
AMLP
0.32%
ALERIAN MLP
IDV
0.3%
INTL SEL DIV ETF
VIG
0.29%
DIV APP ETF
ECL
0.27%
COM
VSGX
0.26%
ESG INTL STK ETF
EWC
0.26%
MSCI CDA ETF
WMT
0.26%
COM
ESGD
0.26%
MSCI EAFE ESG
IYR
0.25%
U.S. REAL ES ETF
EWT
0.25%
MSCI TAIWAN ETF
EWH
0.24%
MSCI HONG KG ETF
OKE
0.24%
COM
PNR
0.23%
SHS
TGT
0.23%
COM
SCHE
0.22%
EMRG MKTEQ ETF
EWY
0.21%
MSCI STH KOR ETF
ETE
0.21%
COM UT LTD PTN
PGF
0.21%
FINL PFD ETF
EPD
0.19%
COM
BMY
0.19%
COM
CRBN
0.19%
MSCI LW CRB TG
WFC
0.18%
COM
UTX
0.18%
COM
IEFA
0.18%
CORE MSCI EAFE
IEMG
0.18%
CORE MSCI EMKT
TCP
0.17%
UT COM LTD PRT
STPZ
0.16%
1-5 US TIP IDX
INTC
0.16%
COM
EWS
0.16%
MSCI SINGPOR ETF
PAA
0.16%
UNIT LTD PARTN
TTC
0.16%
COM
ESGU
0.15%
ETF MSCI USA
NVT
0.15%
SHS
PTY
0.15%
COM
DIS
0.15%
COM DISNEY
SCPB
0.15%
BARC SHT TR CP
ENB
0.14%
COM
SYK
0.13%
COM
VCIT
0.13%
INT-TERM CORP
COST
0.13%
COM
UNP
0.13%
COM
DSI
0.13%
MSCI KLD400 SOC
SUB
0.13%
SHT NTLAMTFR ETF
DCI
0.13%
COM
EMLC
0.13%
JP MORGAN MKTS
V
0.13%
COM CL A
VXUS
0.13%
VG TL INTL STK F
T
0.12%
COM
ABT
0.12%
COM
ACN
0.12%
SHS CLASS A
CVS
0.12%
COM
JNJ
0.12%
COM
ESD
0.12%
COM
AMZN
0.12%
COM
CAT
0.12%
COM
IBM
0.11%
COM
NEE
0.11%
COM
HD
0.11%
COM
TXN
0.11%
COM
VOO
0.11%
SHS
TRGP
0.11%
COM
LMT
0.11%
COM
WBA
0.11%
COM
BRF
0.11%
BRAZIL SMALL CP
TJX
0.1%
COM
BAC
0.1%
COM
FXI
0.1%
CHINA LG-CAP ETF
CL
0.1%
COM
ESGV
0.1%
ESG US STK ETF
NKE
0.1%
CL B
JPM
0.09%
COM
CVX
0.09%
COM
SMIN
0.09%
MSCI INDIA SM CP
VZ
0.09%
COM
ITW
0.09%
COM
LOW
0.09%
COM
EWW
0.09%
MSCI MEX CAP ETF
BG
0.09%
COM
CGW
0.09%
S&P GBL WATER
BBD
0.09%
SP ADR PFD NEW
ITUB
0.08%
SPON ADR REP PFD
VGK
0.08%
FTSE EUROPE ETF
IIF
0.08%
COM
GOOGL
0.08%
CAP STK CL A
JCI
0.08%
SHS
MOO
0.08%
AGRIBUSINESS ETF
USB
0.08%
COM NEW
BAM
0.08%
CL A LTD VT SH
LUV
0.08%
COM
EEMS
0.08%
EM MKT SM-CP ETF
ESGE
0.08%
MSCI EM ESG SE
BRFS
0.08%
SPONSORED ADR
OEF
0.07%
S&P 100 ETF
VALE
0.07%
ADR
PBR
0.07%
SPONSORED ADR
JGH
0.07%
SHS
GXG
0.05%
FTSE COLOMBIA20
CRESY
0.05%
SPONSORED ADR
JCS
0.03%
COM
IMGN
0.01%
COM
MINT
0.37%
ENHAN SHRT MAT
DWDP
0.15%
COM
BBN
0.12%
SHS
CB
0.1%
COM
EWZ
0.09%
MSCI BRZ CAP ETF