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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
30
2
0
1
0
0
21
2
3
GOULD ASSET MANAGEMENT LLC CA

Time Period2018-03-31

Total Holdings140

Total Value ($x1000)228,082
Activities
New12

Increased70

Unchanged22

Decreased36

Sold Out10

Top 10 Stock Holdingstotal 62.81%
SPY38.62

VCSH4.37

EFA3.96

IVV3.68

VNQ3.02

 
VXF2.35

MMM2.06

VEA2.02

VMBS1.54

VCLT1.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
38.62%
TR UNIT
VCSH
4.37%
SHRT TRM CORP BD
EFA
3.96%
MSCI EAFE ETF
IVV
3.68%
CORE S&P500 ETF
VNQ
3.02%
REIT ETF
VXF
2.35%
EXTEND MKT ETF
MMM
2.06%
COM
VEA
2.02%
FTSE DEV MKT ETF
VMBS
1.54%
MORTG-BACK SEC
VCLT
1.19%
LG-TERM COR BD
BLV
1.18%
LONG TERM BOND
STIP
1.14%
0-5 YR TIPS ETF
VWO
1.12%
FTSE EMR MKT ETF
MDY
1.11%
UTSER1 S&PDCRP
BND
1.09%
TOTAL BND MRKT
GLD
1.01%
GOLD SHS
GIM
0.94%
COM
MCD
0.83%
COM
JNK
0.82%
BRC HGH YLD BD
IAU
0.74%
ISHARES
BAB
0.68%
BUILD AMER ETF
VTIP
0.65%
STRM INFPROIDX
PEP
0.64%
COM
SCHF
0.6%
INTL EQTY ETF
DVY
0.6%
SELECT DIVID ETF
BOND
0.59%
TOTL RETN ETF
TLT
0.55%
20+ YR TR BD ETF
VGK
0.55%
FTSE EUROPE ETF
MRK
0.54%
COM
PNR
0.51%
SHS
BA
0.47%
COM
AAPL
0.47%
COM
PFE
0.45%
COM
MSFT
0.44%
COM
SPYX
0.44%
SP500 FOSL ETF
PGX
0.43%
AGG PFD PORT
VYM
0.42%
HIGH DIV YLD
VTV
0.42%
VALUE ETF
BRK.B
0.41%
CL B NEW
XOM
0.4%
COM
KLD
0.39%
USA ESG SLCT ETF
BSV
0.38%
SHORT TRM BOND
IEFA
0.38%
CORE MSCI EAFE
EWY
0.37%
MSCI STH KOR ETF
MDT
0.37%
SHS
EWT
0.36%
MSCI TAIWAN ETF
IDV
0.35%
INTL SEL DIV ETF
PG
0.35%
COM
AMLP
0.33%
ALERIAN MLP
EWH
0.32%
MSCI HONG KG ETF
CRBN
0.32%
MSCI LW CRB TG
ESGD
0.3%
MSCI EAFE ESG
BMY
0.3%
COM
EWS
0.29%
MSCI SINGPOR ETF
EEM
0.26%
MSCI EMG MKT ETF
OKE
0.25%
COM
PGF
0.24%
FINL PFD PTFL
WFC
0.24%
COM
ETP
0.23%
UNIT LTD PRT INT
ECL
0.23%
COM
IEMG
0.23%
CORE MSCI EMKT
TGT
0.22%
COM
SCHE
0.22%
EMRG MKTEQ ETF
VPL
0.22%
MEGA CAP GRO ETF
VIG
0.22%
DIV APP ETF
UTX
0.21%
COM
STPZ
0.21%
1-5 US TIP IDX
CL
0.21%
COM
EMLC
0.2%
JP MORGAN MKTS
ESD
0.2%
COM
EPD
0.2%
COM
INTC
0.2%
COM
VEU
0.19%
ALLWRLD EX US
AET
0.19%
COM
WMT
0.18%
COM
TTC
0.18%
COM
WBA
0.18%
COM
EWW
0.17%
MSCI MEX CAP ETF
PTY
0.17%
COM
DWDP
0.17%
COM
PAA
0.16%
UNIT LTD PARTN
BG
0.16%
COM
BRF
0.14%
BRAZIL SMALL CP
FXI
0.14%
CHINA LG-CAP ETF
SYK
0.14%
COM
TRGP
0.14%
COM
DCI
0.14%
COM
SEP
0.13%
COM
ACN
0.13%
SHS CLASS A
ABT
0.13%
COM
T
0.13%
COM
PBR
0.13%
SPONSORED ADR
ITW
0.13%
COM
GILD
0.13%
COM
VZ
0.12%
COM
SCHW
0.12%
COM
COST
0.12%
COM
LMT
0.12%
COM
VALE
0.12%
ADR
EEMS
0.12%
EM MKT SM-CP ETF
DIS
0.12%
COM DISNEY
TCP
0.12%
UT COM LTD PRT
INP
0.12%
IPMS INDIA ETN
ITUB
0.12%
SPON ADR REP PFD
UNP
0.12%
COM
VOO
0.12%
SHS
HD
0.12%
COM
VCIT
0.12%
INT-TERM CORP
GOOGL
0.12%
CAP STK CL A
TXN
0.11%
COM
IBM
0.11%
COM
TJX
0.11%
COM
IIF
0.11%
COM
CVS
0.11%
COM
JGH
0.11%
SHS
BBD
0.11%
SP ADR PFD NEW
EZA
0.11%
MSCI STH AFR ETF
EWA
0.1%
MSCI AUST ETF
NKE
0.1%
CL B
JCI
0.1%
SHS
LOW
0.1%
COM
MOO
0.1%
AGRIBUSINESS ETF
MBB
0.1%
MBS ETF
THD
0.1%
MSCI THI CAP ETF
ESGE
0.1%
MSCI EM ESG SE
FM
0.1%
MSCI FRNTR100ETF
GXG
0.1%
FTSE COLOMBIA20
BAM
0.1%
CL A LTD VT SH
CVX
0.1%
COM
GOOG
0.09%
CAP STK CL C
KO
0.09%
COM
MET
0.09%
COM
RTN
0.09%
COM NEW
ESRX
0.09%
COM
GD
0.09%
COM
AIG
0.09%
COM NEW
GE
0.07%
COM
BRFS
0.07%
SPONSORED ADR
IMGN
0.07%
COM
JCS
0.05%
COM
NEE
0.12%
COM
VTI
0.12%
TOTAL STK MKT
UPS
0.12%
CL B
SCPB
0.12%
BARC SHT TR CP
SLB
0.1%
COM
CGW
0.1%
GUGG S&P GBL WTR
USB
0.09%
COM NEW
JNJ
0.09%
COM
POT
0.09%
COM
CROP
0.09%
GLB AGRI SM CP