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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
29
2
0
1
0
0
20
2
4
GOULD ASSET MANAGEMENT LLC CA

Time Period2018-06-30

Total Holdings138

Total Value ($x1000)231,555
Activities
New13

Increased38

Unchanged27

Decreased60

Sold Out15

Top 10 Stock Holdingstotal 64.56%
SPY39.72

VCSH4.51

IVV4.16

VNQ3.28

EFA3.25

 
VXF2.47

VEA2.2

MMM1.82

MDY1.67

VMBS1.48

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
39.72%
TR UNIT
VCSH
4.51%
SHRT TRM CORP BD
IVV
4.16%
CORE S&P500 ETF
VNQ
3.28%
REIT ETF
EFA
3.25%
MSCI EAFE ETF
VXF
2.47%
EXTEND MKT ETF
VEA
2.2%
FTSE DEV MKT ETF
MMM
1.82%
COM
MDY
1.67%
UTSER1 S&PDCRP
VMBS
1.48%
MORTG-BACK SEC
STIP
1.35%
0-5 YR TIPS ETF
VCLT
1.2%
LG-TERM COR BD
VWO
1.16%
FTSE EMR MKT ETF
BLV
1.02%
LONG TERM BOND
GLD
0.91%
GOLD SHS
JNK
0.85%
BRC HGH YLD BD
MCD
0.82%
COM
BND
0.81%
TOTAL BND MRKT
SCHF
0.78%
INTL EQTY ETF
VTIP
0.77%
STRM INFPROIDX
IAU
0.75%
ISHARES
BAB
0.64%
TAXABLE MUN BD
BOND
0.61%
TOTL RETN ETF
MRK
0.59%
COM
PEP
0.59%
COM
TLT
0.58%
20+ YR TR BD ETF
DVY
0.58%
SELECT DIVID ETF
AAPL
0.5%
COM
VGK
0.48%
FTSE EUROPE ETF
BA
0.48%
COM
MSFT
0.47%
COM
PFE
0.44%
COM
XOM
0.44%
COM
SPYX
0.44%
SP500 FOSL ETF
KLD
0.42%
USA ESG SLCT ETF
PGX
0.42%
PFD ETF
VYM
0.4%
HIGH DIV YLD
MDT
0.39%
SHS
VTV
0.38%
VALUE ETF
PG
0.37%
COM
IEFA
0.37%
CORE MSCI EAFE
BRK.B
0.37%
CL B NEW
IDV
0.37%
INTL SEL DIV ETF
ESGD
0.35%
MSCI EAFE ESG
AMLP
0.35%
ALERIAN MLP
CRBN
0.33%
MSCI LW CRB TG
PNR
0.31%
SHS
EWT
0.31%
MSCI TAIWAN ETF
EWY
0.3%
MSCI STH KOR ETF
OKE
0.29%
COM
EWH
0.29%
MSCI HONG KG ETF
SCHE
0.29%
EMRG MKTEQ ETF
ETP
0.27%
UNIT LTD PRT INT
BMY
0.26%
COM
EEM
0.26%
MSCI EMG MKT ETF
TGT
0.24%
COM
PGF
0.24%
FINL PFD ETF
EWS
0.24%
MSCI SINGPOR ETF
WFC
0.24%
COM
ECL
0.23%
COM
EPD
0.23%
COM
VIG
0.23%
DIV APP ETF
EWC
0.21%
MSCI CDA ETF
UTX
0.21%
COM
STPZ
0.2%
1-5 US TIP IDX
AET
0.2%
COM
IEMG
0.2%
CORE MSCI EMKT
NVT
0.19%
SHS
VPL
0.18%
MEGA CAP GRO ETF
PAA
0.18%
UNIT LTD PARTN
SCPB
0.18%
BARC SHT TR CP
VEU
0.18%
ALLWRLD EX US
PTY
0.18%
COM
DWDP
0.17%
COM
INTC
0.17%
COM
TTC
0.17%
COM
ESD
0.17%
COM
WMT
0.17%
COM
TRGP
0.16%
COM
SEP
0.15%
COM
SYK
0.15%
COM
EWW
0.15%
MSCI MEX CAP ETF
CL
0.14%
COM
BG
0.14%
COM
TXN
0.14%
COM
DCI
0.14%
COM
ACN
0.14%
SHS CLASS A
COST
0.14%
COM
T
0.13%
COM
TJX
0.13%
COM
HD
0.13%
COM
VZ
0.13%
COM
DIS
0.13%
COM DISNEY
EMLC
0.12%
JP MORGAN MKTS
GOOGL
0.12%
CAP STK CL A
NKE
0.12%
CL B
UNP
0.12%
COM
ABT
0.12%
COM
WBA
0.12%
COM
VOO
0.12%
SHS
FXI
0.12%
CHINA LG-CAP ETF
JNJ
0.12%
COM
VALE
0.12%
ADR
LMT
0.11%
COM
VCIT
0.11%
INT-TERM CORP
ITW
0.11%
COM
LOW
0.11%
COM
AMZN
0.11%
COM
CVS
0.11%
COM
ESGE
0.1%
MSCI EM ESG SE
GILD
0.1%
COM
TCP
0.1%
UT COM LTD PRT
NBIX
0.1%
COM
CB
0.1%
COM
EEMS
0.1%
EM MKT SM-CP ETF
BRF
0.1%
BRAZIL SMALL CP
CVX
0.1%
COM
EWA
0.1%
MSCI AUST ETF
ESRX
0.1%
COM
SCHW
0.1%
COM
JGH
0.1%
SHS
IBM
0.1%
COM
JPM
0.1%
COM
CGW
0.09%
S&P GBL WATER
MOO
0.09%
AGRIBUSINESS ETF
NTR
0.09%
COM
BAM
0.09%
CL A LTD VT SH
GXG
0.09%
FTSE COLOMBIA20
IIF
0.09%
COM
MET
0.09%
COM
PBR
0.08%
SPONSORED ADR
ITUB
0.07%
SPON ADR REP PFD
GE
0.07%
COM
BBD
0.06%
SP ADR PFD NEW
IMGN
0.06%
COM
GIM
0.06%
COM
JCS
0.05%
COM
BRFS
0.05%
SPONSORED ADR
BAB
0.68%
BUILD AMER ETF
PGX
0.43%
AGG PFD PORT
BSV
0.38%
SHORT TRM BOND
PGF
0.24%
FINL PFD PTFL
INP
0.12%
IPMS INDIA ETN
EZA
0.11%
MSCI STH AFR ETF
JCI
0.1%
SHS
MBB
0.1%
MBS ETF
THD
0.1%
MSCI THI CAP ETF
FM
0.1%
MSCI FRNTR100ETF
GOOG
0.09%
CAP STK CL C
KO
0.09%
COM
RTN
0.09%
COM NEW
GD
0.09%
COM
AIG
0.09%
COM NEW