Instuitional Investor - Gould Asset Management Llc
Fund Profile
Filing Period:
| Fund Name: | Gould Asset Management Llc |
| Portfolio Value | $474,920,891 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 241,480 | $141,526,421 | 29.79% | |
| 2. | Ishares 0-5 Year Tips Bond Et - 0-5 YR TIPS ETF | 294,209 | $29,597,434 | 6.23% | |
| 3. | Vanguard Scottsdale Funds | 416,774 | $24,247,907 | 5.1% | |
| 4. | IEF | 226,164 | $19,750,917 | 4.15% | |
| 5. | Vanguard Scottsdale Funds | 201,018 | $15,681,407 | 3.3% |
