GOULD ASSET MANAGEMENT LLC /CA/ Diversified Active

CIK: 0001091961 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $332,544 (100.0% shares, 0.0% debt)

Holdings (157)

SPY S&P 500 DEPOSITORY RECEIPT 30.7%
Value ($000) $102,222 Shares 267,296 Est. Cost $299.52 Unrealized
VGSH VANGUARD SHORT TERM TREASURY 5.2%
Value ($000) $17,130 Shares 296,263 Est. Cost $58.08 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE 3.7%
Value ($000) $12,308 Shares 163,689 Est. Cost $80.76 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 3.3%
Value ($000) $10,921 Shares 301,782 Est. Cost $35.77 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BON 3.2%
Value ($000) $10,768 Shares 418,838 Est. Cost $32.20 Unrealized
IVV ISHARES S&P 500 INDEX ETF 3.2%
Value ($000) $10,693 Shares 27,832 Est. Cost $255.60 Unrealized
TLT ISHARES BARCLAYS 20 YEAR TRE 3.1%
Value ($000) $10,308 Shares 103,537 Est. Cost $136.32 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ET 3.0%
Value ($000) $9,835 Shares 101,431 Est. Cost $101.06 Unrealized
VNQ VANGUARD REIT INDEX ETF 2.6%
Value ($000) $8,561 Shares 103,799 Est. Cost $82.25 Unrealized
VTIP VANGUARD ST TIPS BOND FD 2.3%
Value ($000) $7,522 Shares 161,045 Est. Cost $51.21 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKE 1.9%
Value ($000) $6,333 Shares 150,891 Est. Cost $42.97 Unrealized
SPYX SPDR SER TR SP500 FOSL ETF 1.6%
Value ($000) $5,248 Shares 56,220 Est. Cost $83.19 Unrealized
VXF VANGUARD EXTENDED MARKET INDE 1.6%
Value ($000) $5,220 Shares 39,286 Est. Cost $87.59 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 1.6%
Value ($000) $5,193 Shares 79,115 Est. Cost $60.23 Unrealized
BOND PIMCOTOTAL RETURN ETF 1.4%
Value ($000) $4,722 Shares 52,184 Est. Cost $109.75 Unrealized
VGLT VANGUARD LONG-TERM TREASURY I 1.2%
Value ($000) $4,089 Shares 66,360 Est. Cost $61.78 Unrealized
AAPL APPLE COMPUTER INC. 1.0%
Value ($000) $3,325 Shares 25,593 Est. Cost $91.01 Unrealized +54.6%
VCLT VANGUARD LONG TERM CORPORATE 1.0%
Value ($000) $3,275 Shares 43,251 Est. Cost $92.43 Unrealized
MDY SPDR S&P MID CAP 400 ETF 1.0%
Value ($000) $3,255 Shares 7,351 Est. Cost $299.66 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM COR 0.9%
Value ($000) $3,140 Shares 106,864 Est. Cost $29.61 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.9%
Value ($000) $3,089 Shares 79,242 Est. Cost $40.95 Unrealized
BND VANGUARD TOTAL BOND MARKET ET 0.9%
Value ($000) $3,018 Shares 42,005 Est. Cost $84.28 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.8%
Value ($000) $2,802 Shares 62,230 Est. Cost $45.02 Unrealized
IAU ISHARES GOLD TRUST 0.7%
Value ($000) $2,225 Shares 64,326 Est. Cost $33.70 Unrealized
MSFT MICROSOFT CORPORATION 0.6%
Value ($000) $2,089 Shares 8,709 Est. Cost $76.75 Unrealized +204.9%
GLD SPDR GOLD TRUST ETF 0.6%
Value ($000) $2,080 Shares 12,260 Est. Cost $118.16 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE 0.6%
Value ($000) $2,031 Shares 94,020 Est. Cost $20.71 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,987 Shares 11,001 Est. Cost $80.41 Unrealized +100.1%
SHV ISHARES BARCLAYS SHORT TREASU 0.5%
Value ($000) $1,816 Shares 16,524 Est. Cost $110.07 Unrealized
ESGD ISHARES TR MSCI EAFE ESG OPT 0.5%
Value ($000) $1,729 Shares 26,297 Est. Cost $66.35 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND 0.5%
Value ($000) $1,597 Shares 28,470 Est. Cost $57.35 Unrealized
ESGV VANGUARD WORLD ESG US STOCK E 0.5%
Value ($000) $1,579 Shares 23,970 Est. Cost $66.61 Unrealized
DVY ISHARES DOW JONES SELECT DIVI 0.4%
Value ($000) $1,491 Shares 12,365 Est. Cost $75.64 Unrealized
ESGU ISHARES MSCI USA ESG OPTIMIZE 0.4%
Value ($000) $1,369 Shares 16,149 Est. Cost $73.97 Unrealized
VSGX VANGUARD WORLD FD ESG INTL ST 0.4%
Value ($000) $1,328 Shares 26,995 Est. Cost $52.06 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON 0.4%
Value ($000) $1,322 Shares 9,570 Est. Cost $129.65 Unrealized
SUSA ISHARES MSCI USA ESG SELECT E 0.4%
Value ($000) $1,246 Shares 15,133 Est. Cost $90.28 Unrealized
VEU VANGUARD INTL EQUITY INDEX 0.4%
Value ($000) $1,237 Shares 24,680 Est. Cost $45.46 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.3%
Value ($000) $1,139 Shares 41,940 Est. Cost $30.22 Unrealized
TLH ISHARES BARCLAYS 10-20 YEAR T 0.3%
Value ($000) $1,132 Shares 10,460 Est. Cost $108.18 Unrealized
VTI VANGUARD INDEX FDS VANGUARD 0.3%
Value ($000) $1,088 Shares 5,690 Est. Cost $193.66 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,045 Shares 3,309 Est. Cost $224.42 Unrealized +25.3%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $1,004 Shares 1,893 Est. Cost $389.63 Unrealized +28.4%
SCHF SCHWAB INTERNATIONAL EQUITY E 0.3%
Value ($000) $910 Shares 28,260 Est. Cost $33.23 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.3%
Value ($000) $909 Shares 8,404 Est. Cost $65.32 Unrealized
PFE PFIZER INC. 0.3%
Value ($000) $885 Shares 17,269 Est. Cost $20.01 Unrealized +100.9%
JPM J P MORGAN CHASE & CO COM ISI 0.3%
Value ($000) $882 Shares 6,580 Est. Cost $116.33 Unrealized +1.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $877 Shares 3,329 Est. Cost $98.38 Unrealized +149.3%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $877 Shares 6,245 Est. Cost $82.02 Unrealized
STPZ PIMCO 1-5 YR US TIPS INDEX ET 0.2%
Value ($000) $822 Shares 16,490 Est. Cost $49.87 Unrealized
XJH ISHARES ESG SCREENED S&P MID 0.2%
Value ($000) $805 Shares 24,550 Est. Cost $31.40 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $795 Shares 1,742 Est. Cost $303.73 Unrealized +54.3%
WMT WAL-MART STORES INC 0.2%
Value ($000) $779 Shares 5,491 Est. Cost $30.40 Unrealized +50.2%
V VISA INC CLASS A 0.2%
Value ($000) $759 Shares 3,654 Est. Cost $178.44 Unrealized +10.4%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $758 Shares 5,003 Est. Cost $92.13 Unrealized +40.9%
USXF ISHARES ESG ADVANCED MSCI USA 0.2%
Value ($000) $736 Shares 24,000 Est. Cost $29.76 Unrealized
EWC ISHARES MSCI CANADA INDEX ETF 0.2%
Value ($000) $713 Shares 21,795 Est. Cost $31.08 Unrealized
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $668 Shares 17,546 Est. Cost $25.01 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ET 0.2%
Value ($000) $664 Shares 6,236 Est. Cost $126.17 Unrealized
ESGE ISHARES INC MSCI EM ESG OPT 0.2%
Value ($000) $662 Shares 22,020 Est. Cost $34.39 Unrealized
EWT ISHARES MSCI TAIWAN INDEX ETF 0.2%
Value ($000) $659 Shares 16,415 Est. Cost $30.75 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CO 0.2%
Value ($000) $657 Shares 8,479 Est. Cost $85.74 Unrealized
MA MASTERCARD INC CL A 0.2%
Value ($000) $638 Shares 1,835 Est. Cost $333.57 Unrealized -3.1%
IYR ISHARES TR DOW JONES U S REAL 0.2%
Value ($000) $629 Shares 7,475 Est. Cost $78.09 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $626 Shares 8,705 Est. Cost $46.38 Unrealized +40.6%
ACN ACCENTURELTD BERMUDA CL A ISI 0.2%
Value ($000) $625 Shares 2,342 Est. Cost $157.95 Unrealized +67.2%
XVV ISHARES ESG SCREENED S&P 500 0.2%
Value ($000) $623 Shares 21,900 Est. Cost $28.43 Unrealized
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $603 Shares 53,942 Est. Cost $14.48 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $591 Shares 3,345 Est. Cost $142.16 Unrealized +10.5%
EWH ISHARES MSCI HONG KONG INDEX 0.2%
Value ($000) $573 Shares 27,281 Est. Cost $19.76 Unrealized
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $570 Shares 5,165 Est. Cost $54.72 Unrealized +76.0%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $568 Shares 3,436 Est. Cost $101.10 Unrealized +50.3%
OKE ONEOK INC CM (NEW) 0.2%
Value ($000) $558 Shares 8,492 Est. Cost $32.11 Unrealized +62.8%
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value ($000) $553 Shares 14,585 Est. Cost $37.90 Unrealized
EWY ISHARES MSCI SOUTH KOREA INDE 0.2%
Value ($000) $542 Shares 9,592 Est. Cost $57.79 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $536 Shares 6,414 Est. Cost $62.33 Unrealized +18.4%
TRGP TARGA RESOURCES CORP 0.2%
Value ($000) $535 Shares 7,281 Est. Cost $19.24 Unrealized +238.4%
DFAU DIMENSIONAL US CORE EQUITY MA 0.2%
Value ($000) $517 Shares 19,150 Est. Cost $25.81 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $510 Shares 2,088 Est. Cost $136.84 Unrealized +60.6%
SUB ISHARES S&P SHORT-TERM NATION 0.2%
Value ($000) $503 Shares 4,825 Est. Cost $106.48 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $500 Shares 4,557 Est. Cost $51.35 Unrealized +90.1%
DMXF ISHARES ESG ADVANCED MSCI EAF 0.1%
Value ($000) $498 Shares 9,175 Est. Cost $54.27 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $492 Shares 7,741 Est. Cost $50.28 Unrealized +9.2%
MUB ISHARES S&P NATL AMTFREE MUNI 0.1%
Value ($000) $479 Shares 4,540 Est. Cost $104.15 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $469 Shares 1,336 Est. Cost $298.16 Unrealized
IGIB ISHARES TR INTRM TR CRP ETF 0.1%
Value ($000) $469 Shares 9,475 Est. Cost $49.51 Unrealized
ISHARES IBONDS DEC 2025 TERM 0.1%
Value ($000) $468 Shares 19,235 Est. Cost $24.32 Unrealized
ISHARES IBONDS DEC 2024 TERM 0.1%
Value ($000) $468 Shares 19,150 Est. Cost $24.42 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $468 Shares 2,347 Est. Cost $121.35 Unrealized +55.1%
ISHARES IBONDS DEC 2023 TERM 0.1%
Value ($000) $467 Shares 18,660 Est. Cost $25.03 Unrealized
ISHARES IBONDS TERM TREASURY 0.1%
Value ($000) $466 Shares 20,035 Est. Cost $23.28 Unrealized
IBTE ISHARES IBONDS TERM TREASURY 0.1%
Value ($000) $465 Shares 19,510 Est. Cost $23.85 Unrealized
ISHARES IBONDS TERM TREASURY 0.1%
Value ($000) $465 Shares 18,825 Est. Cost $24.70 Unrealized
ICSH ISHARES ULTRA SHORT-TERM BOND 0.1%
Value ($000) $462 Shares 9,238 Est. Cost $50.53 Unrealized
EWS ISHARES MSCI SINGAPORE INDEX 0.1%
Value ($000) $444 Shares 23,624 Est. Cost $21.15 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $443 Shares 37,306 Est. Cost $12.89 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUIT 0.1%
Value ($000) $442 Shares 18,665 Est. Cost $25.39 Unrealized
PGF INVESCO FINANCIAL PREFERRED E 0.1%
Value ($000) $420 Shares 29,174 Est. Cost $18.35 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $414 Shares 741 Est. Cost $51.73 Unrealized -8.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $402 Shares 8,446 Est. Cost $41.76 Unrealized -0.7%
BUNGE LIMITED 0.1%
Value ($000) $400 Shares 4,010 Est. Cost $67.41 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $394 Shares 16,349 Est. Cost $43.68 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $388 Shares 9,921 Est. Cost $20.37 Unrealized +56.3%
ISHARES IBONDS DEC 2025 TERM 0.1%
Value ($000) $386 Shares 14,620 Est. Cost $26.37 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL C 0.1%
Value ($000) $385 Shares 1,245 Est. Cost $200.61 Unrealized +48.0%
ISHARES IBONDS DEC 2024 TERM 0.1%
Value ($000) $384 Shares 14,915 Est. Cost $25.75 Unrealized
ISHARES IBONDS DEC 2023 TERM 0.1%
Value ($000) $383 Shares 15,120 Est. Cost $25.35 Unrealized
VWOB VANGUARD EMERGING MKTS GOVT B 0.1%
Value ($000) $376 Shares 6,165 Est. Cost $60.98 Unrealized
EAGG ISHARES ESG U.S. AGGREGATE BO 0.1%
Value ($000) $354 Shares 7,583 Est. Cost $46.74 Unrealized
TRP TC ENERGY CORPCOM 0.1%
Value ($000) $354 Shares 8,884 Est. Cost $35.01 Unrealized +5.1%
EWW ISHARES MSCI MEXICO INVESTABL 0.1%
Value ($000) $351 Shares 7,095 Est. Cost $44.06 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE 0.1%
Value ($000) $332 Shares 5,387 Est. Cost $64.80 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $331 Shares 1,600 Est. Cost $136.91 Unrealized +38.9%
SCHH CHARLES SCHWAB US REIT 0.1%
Value ($000) $313 Shares 16,215 Est. Cost $19.29 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $297 Shares 3,636 Est. Cost $63.30 Unrealized +15.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $295 Shares 1,230 Est. Cost $169.79 Unrealized +21.7%
SMIN ISHARES MSCI INDIA SMALL-CAP 0.1%
Value ($000) $285 Shares 5,510 Est. Cost $36.17 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $277 Shares 1,294 Est. Cost $178.76 Unrealized 0.0%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $275 Shares 23,375 Est. Cost $32.09 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $271 Shares 2,316 Est. Cost $74.07 Unrealized +28.7%
VIG VANGUARD DIVIDEND APPRECIATIO 0.1%
Value ($000) $265 Shares 1,745 Est. Cost $151.85 Unrealized
OEF ISHARES TR S&P 100 INDEX FUN 0.1%
Value ($000) $257 Shares 1,509 Est. Cost $142.50 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD CORP 0.1%
Value ($000) $255 Shares 10,715 Est. Cost $23.54 Unrealized
CGW CLAYMORE S&P GLOBAL WATER ETF 0.1%
Value ($000) $254 Shares 5,455 Est. Cost $33.59 Unrealized
LQD ISHARES TR GOLDMAN SACHS COR 0.1%
Value ($000) $254 Shares 2,409 Est. Cost $105.43 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $253 Shares 520 Est. Cost $229.42 Unrealized +85.9%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $250 Shares 1,189 Est. Cost $210.52 Unrealized
WESTERN ASSET EMERGING MARKET 0.1%
Value ($000) $247 Shares 27,130 Est. Cost $12.30 Unrealized
DSI ISHARES MSCI KLD 0.1%
Value ($000) $243 Shares 3,383 Est. Cost $89.68 Unrealized
MOO MARKET VECTORS AGRIBUSINESS E 0.1%
Value ($000) $243 Shares 2,827 Est. Cost $71.16 Unrealized
EEMS ISHARES INC MSCI EMRG MKTS SM 0.1%
Value ($000) $241 Shares 4,995 Est. Cost $44.84 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $236 Shares 2,123 Est. Cost $79.21 Unrealized +17.2%
VALE VALE S.A. SPONS ADR REPR 1 CO 0.1%
Value ($000) $231 Shares 13,595 Est. Cost $12.93 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $227 Shares 10,215 Est. Cost $24.20 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $225 Shares 616 Est. Cost $345.79 Unrealized 0.0%
LINDE PLC 0.1%
Value ($000) $223 Shares 685 Est. Cost $326.18 Unrealized
PFF ISHARES US PREFERRED STOCK ET 0.1%
Value ($000) $223 Shares 7,295 Est. Cost $30.53 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $219 Shares 2,520 Est. Cost $123.79 Unrealized -24.5%
FXI ISHARES FTSE CHINA INDEX ETF 0.1%
Value ($000) $217 Shares 7,664 Est. Cost $34.20 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $217 Shares 907 Est. Cost $163.08 Unrealized +40.4%
MORGAN STANLEY INDIA INVESTME 0.1%
Value ($000) $216 Shares 10,634 Est. Cost $19.14 Unrealized
CSX C S X CORP 0.1%
Value ($000) $211 Shares 6,825 Est. Cost $28.73 Unrealized 0.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $211 Shares 2,893 Est. Cost $62.57 Unrealized +13.7%
FAN FIRST TRUST GLOBAL WIND ENERG 0.1%
Value ($000) $210 Shares 12,135 Est. Cost $15.16 Unrealized
ELV ELEVANCE HEALTH INC. 0.1%
Value ($000) $209 Shares 407 Est. Cost $484.45 Unrealized 0.0%
VTEB VANGUARD MUNI BD FD INC TAX-E 0.1%
Value ($000) $208 Shares 4,200 Est. Cost $49.49 Unrealized
PSK SPDR WELLS FARGO PREFERRED ST 0.1%
Value ($000) $205 Shares 6,255 Est. Cost $32.82 Unrealized
VCEB VANGUARD ESG US CORPORATE BON 0.1%
Value ($000) $201 Shares 3,315 Est. Cost $60.68 Unrealized
CB CHUBB CORP 0.1%
Value ($000) $201 Shares 911 Est. Cost $177.58 Unrealized +12.6%
BRF MARKET VECTORS BRAZIL SMALL C 0.1%
Value ($000) $194 Shares 14,375 Est. Cost $20.66 Unrealized
CRESY CRESUD S.A.C.I.F.Y.A. SPONS A 0.1%
Value ($000) $189 Shares 28,208 Est. Cost $7.81 Unrealized
PFXF VANECK VECTORS PFD SECS EX FI 0.1%
Value ($000) $188 Shares 11,270 Est. Cost $19.56 Unrealized
NUVEEN GLB HIGH INC FD 0.1%
Value ($000) $185 Shares 16,426 Est. Cost $14.83 Unrealized
ITUB ITAU UNIBANCO HOLDING SA ADR 0.1%
Value ($000) $170 Shares 36,165 Est. Cost $8.88 Unrealized
BRF - BRASIL FOODS SA ADR 0.0%
Value ($000) $147 Shares 93,090 Est. Cost $4.70 Unrealized
BBD BANCO BRADESCO SA ADR 0.0%
Value ($000) $144 Shares 49,869 Est. Cost $6.73 Unrealized
CRESW CRESUD S. A. C. I. F. Y. A. W 0.0%
Value ($000) $10 Shares 32,840 Est. Cost $0.18 Unrealized