GOULD ASSET MANAGEMENT LLC /CA/: 13F holdings
CIK 10919612026Q2
| Positions | 176 |
|---|---|
| Reported value | $634.8m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY S&P 500 DEPOSITORY RECEIPT | 223,301 | $166.8m | 26.3% |
| STIP ISHARES 0-5 YEAR TIPS BOND ET | 472,277 | $48.2m | 7.6% |
| VGSH VANGUARD SHORT TERM TREASURY | 649,524 | $37.8m | 6.0% |
| TLT ISHARES BARCLAYS 20 YEAR TRE | 276,417 | $23.9m | 3.8% |
| VCSH VANGUARD SHORT-TERM CORPORATE | 263,245 | $20.8m | 3.3% |
| BAB INVESCO TAXABLE MUNICIPAL BON | 705,394 | $18.9m | 3.0% |
| VNQ VANGUARD REIT INDEX ETF | 186,503 | $18.0m | 2.8% |
| GLDM SPDR GOLD MINISHARES TRUST | 217,970 | $17.3m | 2.7% |
| BWX SPDR BARCLAYS INTL TREASURY B | 755,142 | $16.4m | 2.6% |
| IVV ISHARES S&P 500 INDEX ETF | 20,523 | $15.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1091961")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.