GOULD ASSET MANAGEMENT LLC /CA/ - Portfolio overview

GOULD ASSET MANAGEMENT LLC /CA/ has 182 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - S&P 500 DEPOSITORY RECEIPT, 24.98%
2. STIP - ISHARES 0-5 YEAR TIPS BOND ET, 8.36%
3. VGSH - VANGUARD SHORT TERM TREASURY, 6.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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