News + Filings Holdings
|
|
GOULD ASSET MANAGEMENT LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
iSHARES TRUST
| TLT | OPTION | 185,069 | 81,532 | 19,050,994,000 | 8,742,801,000 | 5.32 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| STIP | Common | 159,241 | 57,810 | 15,541,902,000 | 5,707,172,000 | 4.34 | |
Hist
| 06/30/2023 |
|
VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 314,908 | 18,645 | 18,179,622,000 | 1,049,689,000 | 5.07 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| SPYX | Common | 169,429 | 113,209 | 6,128,247,000 | 880,110,000 | 1.71 | |
Hist
| 06/30/2023 |
|
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 155,436 | 4,545 | 7,178,034,000 | 845,139,000 | 2.00 | |
Hist
| 06/30/2023 |
|
VANGUARD EXTENDED STOCK MAKET INDEX FUND
| VXF | Common | 39,932 | 646 | 5,943,080,000 | 723,542,000 | 1.66 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VNQ | ETF | 110,423 | 6,624 | 9,226,978,000 | 665,601,000 | 2.58 | |
Hist
| 06/30/2023 |
|
PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 57,937 | 5,753 | 5,308,210,000 | 586,613,000 | 1.48 | |
Hist
| 06/30/2023 |
|
VANGUARD MALVERN FUNDS
| VTIP | Common | 170,282 | 9,237 | 8,074,761,000 | 552,338,000 | 2.25 | |
Hist
| 06/30/2023 |
|
VANGUARD WORLD FUND
| ESGV | Common | 25,446 | 1,476 | 1,993,726,000 | 415,046,000 | 0.56 | |
Hist
| 06/30/2023 |
|
VANGUARD BOND INDEX FUNDS
| BND | Common | 46,819 | 4,814 | 3,403,273,000 | 385,634,000 | 0.95 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| ESGD | Common | 27,950 | 1,653 | 2,038,394,000 | 309,629,000 | 0.57 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IDV | Common | 54,625 | 12,685 | 1,438,276,000 | 299,186,000 | 0.40 | |
Hist
| 06/30/2023 |
|
VANGUARD WORLD FUND
| VSGX | Common | 29,733 | 2,738 | 1,579,120,000 | 251,236,000 | 0.44 | |
Hist
| 06/30/2023 |
|
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,765 | 520 | 601,865,000 | 217,284,000 | 0.17 | |
Hist
| 06/30/2023 |
|
INVESCO EXCH TRADED FD TR II
| PGX | Common | 71,998 | 18,056 | 818,617,000 | 215,545,000 | 0.23 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| XVV | Common | 24,055 | 2,155 | 813,429,000 | 190,902,000 | 0.23 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| SUSA | Common | 15,303 | 170 | 1,432,973,000 | 187,224,000 | 0.40 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| XJH | Common | 26,630 | 2,080 | 948,571,000 | 143,262,000 | 0.26 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHF | Common | 29,390 | 1,130 | 1,047,754,000 | 137,499,000 | 0.29 | |
Hist
| 06/30/2023 |
|
iShares MSCI KLD 400 Social ETF
| DSI | common | 4,303 | 920 | 362,184,000 | 119,318,000 | 0.10 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| ESGE | Common | 23,808 | 1,788 | 753,047,000 | 90,906,000 | 0.21 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHE | Common | 19,740 | 1,075 | 486,196,000 | 44,395,000 | 0.14 | |
Hist
| 06/30/2023 |
|
ENTERPRISE PRODUCTS PARTNERS L.P.
| EPD | Common | 16,428 | 79 | 432,867,000 | 38,529,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IEFA | Common | 5,482 | 95 | 370,035,000 | 37,980,000 | 0.10 | |
Hist
| 06/30/2023 |
|
WESTERN ASSET EMERGING MARKETS DEBT FUND INC.
| ESD | Common | 32,930 | 5,800 | 283,857,000 | 36,703,000 | 0.08 | |
Hist
| 06/30/2023 |
|
CRESUD INC
| CRESY | Common | 28,825 | 617 | 222,817,000 | 34,105,000 | 0.06 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| TIP | Common | 6,336 | 100 | 681,904,000 | 18,121,000 | 0.19 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| EAGG | Common | 7,728 | 145 | 364,530,000 | 10,101,000 | 0.10 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| ICSH | Common | 9,336 | 98 | 469,619,000 | 7,338,000 | 0.13 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHH | Common | 16,335 | 120 | 319,023,000 | 6,236,000 | 0.09 | |
Hist
| 06/30/2023 |
|
UNION PACIFIC CORP
| UNP | Common | 1,630 | 30 | 333,531,000 | 2,219,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
|
iShares, Inc.
| EWS | Common | 23,904 | 280 | 442,463,000 | -1,904,000 | 0.12 | |
Hist
| 06/30/2023 |
|
|
|
|