GOULD ASSET MANAGEMENT LLC /CA/

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Claremont, CA
CIK
0001091961
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 164 433,509 SPY, STIP, TLT, VGSH 13F-HR 8/5/2024 000143774924024610
Q1 2024 163 413,406 SPY, TLT, VGSH, STIP 13F-HR 5/3/2024 000143774924014613
Q4 2023 157 386,908 SPY, TLT, VGSH, STIP 13F-HR 2/2/2024 000143774924002929
Q3 2023 150 354,178 SPY, VGSH, TLT, STIP 13F-HR 10/23/2023 000143774923028793
Q2 2023 150 358,253 SPY, TLT, VGSH, STIP 13F-HR 8/7/2023 000143774923022356
Q1 2023 153 350,872 SPY, TLT, VGSH, STIP 13F-HR 5/1/2023 000143774923011967
Q4 2022 157 332,543 SPY, VGSH, VCSH, GLDM 13F-HR 2/8/2023 000143774923002810
Q3 2022 131 294,551 SPY, VCSH, TLT, BAB RESTATEMENT 11/16/2022 000143774922027533
Q2 2022 142 310,848 SPY, VCSH, TLT, VTIP 13F-HR 8/10/2022 000143774922019845
Q1 2022 144 348,996 SPY, VCSH, TLT, VTIP 13F-HR 5/13/2022 000143774922012328
Q4 2021 141 356,850 SPY, VCSH, TLT, VTIP 13F-HR 2/2/2022 000143774922002183
Q3 2021 136 324,122 SPY, VCSH, TLT, BAB 13F-HR 11/8/2021 000143774921025737
Q2 2021 152 351,496 SPY, VCSH, TLT, BAB 13F-HR 8/5/2021 000143774921018767
Q1 2021 154 327,680 SPY, VCSH, TLT, BAB 13F-HR 5/6/2021 000143774921011201
Q4 2020 144 328,414 SPY, VCSH, TLT, GLDM 13F-HR 2/2/2021 000143774921001756
Q3 2020 135 296,186 SPY, VCSH, TLT, BAB RESTATEMENT 2/2/2021 000143774921001755
Q2 2020 133 285,385 SPY, VCSH, VMBS, TLT 13F-HR 8/5/2020 000143774920016655
Q1 2020 125 262,361 SPY, VGSH, VCSH, TLT 13F-HR 4/23/2020 000143774920008242
Q4 2019 146 301,068 SPY, VGSH, VCSH, IVV 13F-HR 1/17/2020 000143774920000779
Q3 2019 142 282,731 SPY, VGSH, VCSH, IVV 13F-HR 11/12/2019 000143774919022221
Q2 2019 143 277,101 SPY, VGSH, VCSH, IVV 13F-HR 7/31/2019 000143774919015007
Q1 2019 136 267,452 SPY, VGSH, VCSH, IVV 13F-HR 5/7/2019 000117266119001114
Q4 2018 127 240,534 SPY, VGSH, VCSH, IVV 13F-HR 2/4/2019 000117266119000290
Q3 2018 143 250,618 SPY, VCSH, IVV, EFA 13F-HR 11/8/2018 000117266118001970
Q2 2018 138 231,555 SPY, VCSH, IVV, VNQ 13F-HR 8/13/2018 000117266118001539
Q1 2018 140 228,082 SPY, VCSH, EFA, IVV 13F-HR 5/4/2018 000117266118001002
Q4 2017 138 230,507 SPY, IVV, EFA, VNQ 13F-HR 2/9/2018 000117266118000340
Q3 2017 136 222,309 SPY, IVV, EFA, VNQ 13F-HR 11/9/2017 000117266117001908
Q2 2017 126 207,204 SPY, IVV, VNQ, EFA 13F-HR 8/3/2017 000117266117001477
Q1 2017 122 199,164 SPY, IVV, VNQ, EFA 13F-HR 5/11/2017 000117266117001003
Q4 2016 113 194,944 SPY, IVV, VNQ, VXF 13F-HR 2/1/2017 000117266117000223
Q3 2016 105 185,499 SPY, VNQ, IVV, VXF 13F-HR 11/10/2016 000117266116004115
Q2 2016 103 186,644 SPY, IVV, VNQ, VXF 13F-HR 8/15/2016 000117266116003864
Q1 2016 97 185,570 SPY, VNQ, IVV, EFA 13F-HR 5/13/2016 000117266116003278
Q4 2015 100 186,522 SPY, VNQ, IVV, EFA 13F-HR 2/16/2016 000117266116002894
Q3 2015 108 179,280 SPY, VXF, EFA, VNQ 13F-HR 11/13/2015 000117266115001942
Q2 2015 117 197,361 SPY, VXF, EFA, IVV 13F-HR 8/13/2015 000117266115001487
Q1 2015 110 203,460 SPY, VNQ, VXF, IVV 13F-HR 5/13/2015 000117266115001054
Q4 2014 107 203,501 SPY, VNQ, VXF, IVV 13F-HR 2/12/2015 000117266115000345
Q3 2014 102 206,720 SPY, GLD, VNQ, VXF 13F-HR 11/13/2014 000117266114001730
Q2 2014 99 207,762 SPY, VNQ, GLD, VXF 13F-HR 8/13/2014 000117266114001355
Q1 2014 96 188,697 SPY, VNQ, VXF, EFA 13F-HR 5/9/2014 000117266114000957
Q4 2013 86 171,593 SPY, VXF, EFA, VWO 13F-HR 2/7/2014 000117266114000275
Additional filings from Gould Asset Management LLC /Ca/ that have since been restated