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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
25
1
0
1
0
0
17
2
3
GOULD ASSET MANAGEMENT LLC CA

Time Period2018-12-31

Total Holdings127

Total Value ($x1000)240,534
Activities
New13

Increased30

Unchanged35

Decreased49

Sold Out29

Top 10 Stock Holdingstotal 64.78%
SPY34.26

VGSH9.8

VCSH4.26

IVV3.29

VNQ2.55

 
VEU2.48

EFA2.33

TLT2.07

VXF1.97

VEA1.77

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
34.26%
TR UNIT
VGSH
9.8%
SHTRM GVT BD ETF
VCSH
4.26%
SHRT TRM CORP BD
IVV
3.29%
CORE S&P500 ETF
VNQ
2.55%
REIT ETF
VEU
2.48%
ALLWRLD EX US
EFA
2.33%
MSCI EAFE ETF
TLT
2.07%
20+ YR TR BD ETF
VXF
1.97%
EXTEND MKT ETF
VEA
1.77%
FTSE DEV MKT ETF
MMM
1.68%
COM
BND
1.5%
TOTAL BND MRKT
BLV
1.48%
LONG TERM BOND
STIP
1.34%
0-5 YR TIPS ETF
MCD
1%
COM
MDY
0.95%
UTSER1 S&PDCRP
EEM
0.85%
MSCI EMG MKT ETF
GLD
0.84%
GOLD SHS
IAU
0.84%
ISHARES
VCLT
0.78%
LG-TERM COR BD
VTIP
0.76%
STRM INFPROIDX
VWO
0.75%
FTSE EMR MKT ETF
MRK
0.72%
COM
BAB
0.66%
TAXABLE MUN BD
BOND
0.59%
TOTL RETN ETF
PEP
0.55%
COM
SCHF
0.53%
INTL EQTY ETF
ONEK
0.53%
RUSSELL 1000 ETF
PFE
0.52%
COM
DVY
0.52%
SELECT DIVID ETF
IWR
0.49%
RUS MID-CAP ETF
MSFT
0.47%
COM
SPYX
0.45%
SP500 FOSL ETF
BA
0.45%
COM
AAPL
0.44%
COM
KLD
0.43%
USA ESG SLCT ETF
IEFA
0.4%
CORE MSCI EAFE
MDT
0.4%
SHS
PGX
0.38%
PFD ETF
BRK.B
0.38%
CL B NEW
PG
0.38%
COM
XOM
0.37%
COM
VTV
0.36%
VALUE ETF
VYM
0.36%
HIGH DIV YLD
AMLP
0.32%
ALERIAN MLP
IDV
0.32%
INTL SEL DIV ETF
VIG
0.29%
DIV APP ETF
WMT
0.28%
COM
VSGX
0.27%
ESG INTL STK ETF
PNR
0.27%
SHS
EWT
0.25%
MSCI TAIWAN ETF
IYR
0.25%
U.S. REAL ES ETF
EWH
0.25%
MSCI HONG KG ETF
BMY
0.24%
COM
ECL
0.24%
COM
ETE
0.23%
COM UT LTD PTN
PGF
0.22%
FINL PFD ETF
EWY
0.22%
MSCI STH KOR ETF
OKE
0.22%
COM
ESGD
0.21%
MSCI EAFE ESG
SCHE
0.21%
EMRG MKTEQ ETF
EWZ
0.2%
MSCI BRZ CAP ETF
TGT
0.2%
COM
EPD
0.2%
COM
STPZ
0.19%
1-5 US TIP IDX
WFC
0.19%
COM
IEMG
0.18%
CORE MSCI EMKT
CRBN
0.18%
MSCI LW CRB TG
SCPB
0.17%
BARC SHT TR CP
TCP
0.17%
UT COM LTD PRT
UTX
0.17%
COM
NVT
0.16%
SHS
SUB
0.16%
SHT NTLAMTFR ETF
TTC
0.15%
COM
PAA
0.15%
UNIT LTD PARTN
PTY
0.15%
COM
ABT
0.15%
COM
EMLC
0.14%
JP MORGAN MKTS
ENB
0.14%
COM
TXN
0.14%
COM
VMBS
0.14%
MORTG-BACK SEC
VXUS
0.14%
VG TL INTL STK F
DIS
0.13%
COM DISNEY
SYK
0.13%
COM
INTC
0.13%
COM
ESGU
0.13%
ETF MSCI USA
COST
0.13%
COM
DCI
0.13%
COM
VCIT
0.13%
INT-TERM CORP
JNJ
0.13%
COM
GOOGL
0.12%
CAP STK CL A
UNP
0.12%
COM
NKE
0.11%
CL B
TRGP
0.11%
COM
CL
0.11%
COM
HD
0.11%
COM
NEE
0.11%
COM
ACN
0.11%
SHS CLASS A
SMIN
0.11%
MSCI INDIA SM CP
VOO
0.11%
SHS
DWDP
0.11%
COM
JPM
0.11%
COM
AMZN
0.11%
COM
FXI
0.11%
CHINA LG-CAP ETF
EWC
0.1%
MSCI CDA ETF
TJX
0.1%
COM
DSI
0.1%
MSCI KLD400 SOC
BBD
0.1%
SP ADR PFD NEW
ITUB
0.1%
SPON ADR REP PFD
CVS
0.09%
COM
LOW
0.09%
COM
CVX
0.09%
COM
WBA
0.09%
COM
EWS
0.09%
MSCI SINGPOR ETF
LMT
0.09%
COM
T
0.09%
COM
VGK
0.09%
FTSE EUROPE ETF
ITW
0.09%
COM
IIF
0.08%
COM
CGW
0.08%
S&P GBL WATER
VALE
0.08%
ADR
PBR
0.06%
SPONSORED ADR
BRFS
0.05%
SPONSORED ADR
GE
0.04%
COM
IMGN
0.03%
COM
GIM
0.03%
COM
JCS
0.02%
COM
JNK
0.82%
BRC HGH YLD BD
ETP
0.29%
UNIT LTD PRT INT
AET
0.21%
COM
ESD
0.16%
COM
EWW
0.14%
MSCI MEX CAP ETF
VPL
0.14%
MEGA CAP GRO ETF
SEP
0.14%
COM
EMLC
0.13%
JP MORGAN MKTS
ESGE
0.13%
MSCI EM ESG SE
BG
0.13%
COM
NBIX
0.12%
COM
ESRX
0.11%
COM
LUV
0.11%
COM
BRF
0.1%
BRAZIL SMALL CP
IBM
0.1%
COM
BSV
0.09%
SHORT TRM BOND
JGH
0.09%
SHS
MOO
0.09%
AGRIBUSINESS ETF
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
JCI
0.08%
SHS
GOOG
0.08%
CAP STK CL C
RTN
0.08%
COM NEW
SHM
0.08%
NUVN BR SHT MUNI
GXG
0.08%
FTSE COLOMBIA20