Instuitional Investor - Gould Asset Management Llc
Fund Profile
Filing Period:
| Fund Name: | Gould Asset Management Llc |
| Portfolio Value | $564,258,666 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 221,907 | $151,322,711 | 26.82% | |
| 2. | Ishares 0-5 Year Tips Bond Et - 0-5 YR TIPS ETF | 407,264 | $41,699,772 | 7.39% | |
| 3. | Vanguard Scottsdale Funds | 593,060 | $34,830,430 | 6.17% | |
| 4. | IEF | 253,696 | $22,112,121 | 3.92% | |
| 5. | Vanguard Scottsdale Funds | 246,337 | $19,640,457 | 3.48% |
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