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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
21
2
4
GOULD ASSET MANAGEMENT LLC CA

Time Period2018-09-30

Total Holdings143

Total Value ($x1000)250,618
Activities
New11

Increased66

Unchanged25

Decreased41

Sold Out6

Top 10 Stock Holdingstotal 63.42%
SPY39.57

VCSH4.64

IVV3.87

EFA3.04

VNQ2.95

 
VXF2.35

VEA2.15

MMM1.81

MDY1.59

VMBS1.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
39.57%
TR UNIT
VCSH
4.64%
SHRT TRM CORP BD
IVV
3.87%
CORE S&P500 ETF
EFA
3.04%
MSCI EAFE ETF
VNQ
2.95%
REIT ETF
VXF
2.35%
EXTEND MKT ETF
VEA
2.15%
FTSE DEV MKT ETF
MMM
1.81%
COM
MDY
1.59%
UTSER1 S&PDCRP
VMBS
1.45%
MORTG-BACK SEC
STIP
1.3%
0-5 YR TIPS ETF
VCLT
1.19%
LG-TERM COR BD
BLV
1.18%
LONG TERM BOND
VWO
1.06%
FTSE EMR MKT ETF
VGSH
0.96%
SHTRM GVT BD ETF
JNK
0.82%
BRC HGH YLD BD
MCD
0.82%
COM
GLD
0.8%
GOLD SHS
IAU
0.74%
ISHARES
SCHF
0.74%
INTL EQTY ETF
VTIP
0.73%
STRM INFPROIDX
BND
0.67%
TOTAL BND MRKT
TLT
0.65%
20+ YR TR BD ETF
MRK
0.64%
COM
BOND
0.62%
TOTL RETN ETF
BAB
0.62%
TAXABLE MUN BD
AAPL
0.61%
COM
DVY
0.56%
SELECT DIVID ETF
PEP
0.56%
COM
MSFT
0.52%
COM
KLD
0.51%
USA ESG SLCT ETF
PFE
0.5%
COM
BA
0.49%
COM
SPYX
0.47%
SP500 FOSL ETF
ESGD
0.45%
MSCI EAFE ESG
MDT
0.41%
SHS
XOM
0.41%
COM
VGK
0.4%
FTSE EUROPE ETF
PGX
0.39%
PFD ETF
VYM
0.38%
HIGH DIV YLD
BRK.B
0.38%
CL B NEW
VTV
0.38%
VALUE ETF
CRBN
0.37%
MSCI LW CRB TG
IDV
0.36%
INTL SEL DIV ETF
AMLP
0.36%
ALERIAN MLP
IEFA
0.33%
CORE MSCI EAFE
PG
0.33%
COM
PNR
0.3%
SHS
EWT
0.29%
MSCI TAIWAN ETF
ETP
0.29%
UNIT LTD PRT INT
EWY
0.27%
MSCI STH KOR ETF
SCHE
0.27%
EMRG MKTEQ ETF
BMY
0.27%
COM
OKE
0.26%
COM
TGT
0.26%
COM
EWH
0.25%
MSCI HONG KG ETF
EWC
0.25%
MSCI CDA ETF
VIG
0.24%
DIV APP ETF
ECL
0.24%
COM
EEM
0.23%
MSCI EMG MKT ETF
UTX
0.23%
COM
PGF
0.23%
FINL PFD ETF
EPD
0.22%
COM
EWS
0.22%
MSCI SINGPOR ETF
AET
0.21%
COM
WFC
0.2%
COM
IEMG
0.2%
CORE MSCI EMKT
CVS
0.19%
COM
STPZ
0.19%
1-5 US TIP IDX
NVT
0.19%
SHS
PAA
0.18%
UNIT LTD PARTN
VEU
0.18%
ALLWRLD EX US
TRGP
0.17%
COM
PTY
0.17%
COM
WMT
0.17%
COM
SCPB
0.16%
BARC SHT TR CP
DCI
0.16%
COM
ESD
0.16%
COM
INTC
0.16%
COM
TTC
0.15%
COM
TCP
0.15%
UT COM LTD PRT
DWDP
0.15%
COM
EWW
0.14%
MSCI MEX CAP ETF
SYK
0.14%
COM
WBA
0.14%
COM
VPL
0.14%
MEGA CAP GRO ETF
ABT
0.14%
COM
COST
0.14%
COM
SEP
0.14%
COM
ACN
0.14%
SHS CLASS A
UNP
0.14%
COM
AMZN
0.14%
COM
DIS
0.13%
COM DISNEY
TXN
0.13%
COM
GOOGL
0.13%
CAP STK CL A
EMLC
0.13%
JP MORGAN MKTS
HD
0.13%
COM
ESGE
0.13%
MSCI EM ESG SE
BG
0.13%
COM
JNJ
0.13%
COM
NKE
0.12%
CL B
LOW
0.12%
COM
TJX
0.12%
COM
LMT
0.12%
COM
VOO
0.12%
SHS
NBIX
0.12%
COM
VCIT
0.11%
INT-TERM CORP
T
0.11%
COM
ESRX
0.11%
COM
CL
0.11%
COM
FXI
0.11%
CHINA LG-CAP ETF
LUV
0.11%
COM
ITW
0.1%
COM
JPM
0.1%
COM
DSI
0.1%
MSCI KLD400 SOC
CVX
0.1%
COM
BRF
0.1%
BRAZIL SMALL CP
VALE
0.1%
ADR
IBM
0.1%
COM
BSV
0.09%
SHORT TRM BOND
JGH
0.09%
SHS
CGW
0.09%
S&P GBL WATER
MOO
0.09%
AGRIBUSINESS ETF
PBR
0.09%
SPONSORED ADR
BAM
0.09%
CL A LTD VT SH
SCHW
0.09%
COM
EEMS
0.09%
EM MKT SM-CP ETF
EWA
0.09%
MSCI AUST ETF
BAC
0.09%
COM
OEF
0.08%
S&P 100 ETF
SUB
0.08%
SHT NTLAMTFR ETF
BRFS
0.08%
SPONSORED ADR
JCI
0.08%
SHS
GOOG
0.08%
CAP STK CL C
RTN
0.08%
COM NEW
SHM
0.08%
NUVN BR SHT MUNI
ITUB
0.08%
SPON ADR REP PFD
GXG
0.08%
FTSE COLOMBIA20
BBD
0.07%
SP ADR PFD NEW
IMGN
0.06%
COM
GE
0.05%
COM
GIM
0.04%
COM
JCS
0.03%
COM
VZ
0.13%
COM
GILD
0.1%
COM
CB
0.1%
COM
NTR
0.09%
COM
IIF
0.09%
COM
MET
0.09%
COM