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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
28
2
0
1
0
0
18
2
3
GOULD ASSET MANAGEMENT LLC CA

Time Period2017-12-31

Total Holdings138

Total Value ($x1000)230,507
Activities
New11

Increased51

Unchanged16

Decreased60

Sold Out9

Top 10 Stock Holdingstotal 63.57%
SPY39.97

IVV4.6

EFA3.92

VNQ3.65

VCSH3.05

 
VXF2.64

MMM2.1

VEA1.37

MDY1.18

STIP1.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
39.97%
TR UNIT
IVV
4.6%
CORE S&P500 ETF
EFA
3.92%
MSCI EAFE ETF
VNQ
3.65%
REIT ETF
VCSH
3.05%
SHRT TRM CORP BD
VXF
2.64%
EXTEND MKT ETF
MMM
2.1%
COM
VEA
1.37%
FTSE DEV MKT ETF
MDY
1.18%
UTSER1 S&PDCRP
STIP
1.09%
0-5 YR TIPS ETF
VCLT
1.08%
LG-TERM COR BD
MCD
1.03%
COM
GIM
1.01%
COM
GLD
0.97%
GOLD SHS
VPL
0.95%
MEGA CAP GRO ETF
BSV
0.9%
SHORT TRM BOND
VWO
0.85%
FTSE EMR MKT ETF
VMBS
0.81%
MORTG-BACK SEC
BND
0.79%
TOTAL BND MRKT
JNK
0.75%
BRC HGH YLD BD
BAB
0.72%
BUILD AMER ETF
DVY
0.7%
SELECT DIVID ETF
IAU
0.68%
ISHARES
PEP
0.66%
COM
VTIP
0.62%
STRM INFPROIDX
BOND
0.54%
TOTL RETN ETF
MRK
0.53%
COM
PNR
0.53%
SHS
TLT
0.52%
20+ YR TR BD ETF
SPYX
0.51%
SP500 FOSL ETF
VYM
0.49%
HIGH DIV YLD
SCHF
0.49%
INTL EQTY ETF
VTV
0.49%
VALUE ETF
KLD
0.47%
USA ESG SLCT ETF
PG
0.46%
COM
BLV
0.45%
LONG TERM BOND
PGX
0.45%
AGG PFD PORT
XOM
0.45%
COM
PFE
0.43%
COM
BA
0.42%
COM
IEFA
0.41%
CORE MSCI EAFE
AAPL
0.41%
COM
MSFT
0.41%
COM
AMLP
0.39%
ALERIAN MLP
MDT
0.36%
SHS
EWY
0.34%
MSCI STH KOR ETF
CRBN
0.34%
MSCI LW CRB TG
IDV
0.34%
INTL SEL DIV ETF
ESGD
0.34%
MSCI EAFE ESG
EWT
0.32%
MSCI TAIWAN ETF
EWH
0.3%
MSCI HONG KG ETF
BMY
0.28%
COM
WFC
0.28%
COM
EWS
0.27%
MSCI SINGPOR ETF
PGF
0.26%
FINL PFD PTFL
EEM
0.26%
MSCI EMG MKT ETF
ETP
0.26%
UNIT LTD PRT INT
IEMG
0.26%
CORE MSCI EMKT
BRK.B
0.25%
CL B NEW
VIG
0.24%
DIV APP ETF
OKE
0.22%
COM
ECL
0.22%
COM
EMLC
0.22%
JP MORGAN MKTS
CL
0.21%
COM
EPD
0.21%
COM
TGT
0.21%
COM
SCHE
0.2%
EMRG MKTEQ ETF
STPZ
0.2%
1-5 US TIP IDX
AET
0.2%
COM
ESD
0.19%
COM
CVS
0.19%
COM
VEU
0.19%
ALLWRLD EX US
TCP
0.18%
UT COM LTD PRT
TTC
0.18%
COM
WBA
0.18%
COM
DWDP
0.17%
COM
WMT
0.17%
COM
PTY
0.17%
COM
INTC
0.16%
COM
SEP
0.16%
COM
JCI
0.16%
SHS
TRGP
0.15%
COM
UTX
0.15%
COM
EWW
0.15%
MSCI MEX CAP ETF
PAA
0.15%
UNIT LTD PARTN
DCI
0.15%
COM
T
0.15%
COM
BG
0.14%
COM
TXN
0.14%
COM
ESGE
0.14%
MSCI EM ESG SE
FXI
0.13%
CHINA LG-CAP ETF
BRF
0.13%
BRAZIL SMALL CP
DIS
0.13%
COM DISNEY
CVX
0.13%
COM
HD
0.12%
COM
NEE
0.12%
COM
VTI
0.12%
TOTAL STK MKT
INP
0.12%
IPMS INDIA ETN
SYK
0.12%
COM
UPS
0.12%
CL B
VOO
0.12%
SHS
UNP
0.12%
COM
ITW
0.12%
COM
VALE
0.12%
ADR
COST
0.12%
COM
SCPB
0.12%
BARC SHT TR CP
EEMS
0.11%
EM MKT SM-CP ETF
VGK
0.11%
FTSE EUROPE ETF
VCIT
0.11%
INT-TERM CORP
IIF
0.11%
COM
ACN
0.11%
SHS CLASS A
LMT
0.11%
COM
KO
0.11%
COM
JGH
0.11%
SHS
CGW
0.1%
GUGG S&P GBL WTR
SLB
0.1%
COM
EZA
0.1%
MSCI STH AFR ETF
EWA
0.1%
MSCI AUST ETF
LOW
0.1%
COM
BAM
0.1%
CL A LTD VT SH
MOO
0.1%
AGRIBUSINESS ETF
ABT
0.1%
COM
ITUB
0.1%
SPON ADR REP PFD
BRFS
0.1%
SPONSORED ADR
GE
0.1%
COM
ESRX
0.1%
COM
USB
0.09%
COM NEW
AIG
0.09%
COM NEW
PBR
0.09%
SPONSORED ADR
JNJ
0.09%
COM
THD
0.09%
MSCI THI CAP ETF
NKE
0.09%
CL B
BBD
0.09%
SP ADR PFD NEW
POT
0.09%
COM
CROP
0.09%
GLB AGRI SM CP
MBB
0.09%
MBS ETF
GXG
0.08%
FTSE COLOMBIA20
IMGN
0.04%
COM
VALE/P
0.14%
ADR REPSTG PFD
IBM
0.13%
COM
MET
0.12%
COM
JPM
0.1%
COM
VZ
0.09%
COM
COF
0.09%
COM
EQT
0.09%
COM
JCS
0.06%
COM
GAB
0.04%
COM