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Home > Institutional Investor > Gould Asset Management Llc > Profile

Instuitional Investor - Gould Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Gould Asset Management Llc
Portfolio Value $386,908,519
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 248,902 $118,305,589 30.57%
2.
Ishares Trust
 IEF 235,941 $23,329,858 6.02%
3.
Vanguard Scottsdale Funds
 356,515 $20,795,504 5.37%
4.
Ishares 0-5 Year Tips Bond Et
 169,297 $16,691,024 4.31%
5.
Vanguard Scottsdale Funds
 163,150 $12,622,929 3.26%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)