Instuitional Investor - Gould Asset Management Llc
Fund Profile
Filing Period:
| Fund Name: | Gould Asset Management Llc |
| Portfolio Value | $510,537,707 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 228,602 | $141,242,015 | 27.67% | |
| 2. | Ishares 0-5 Year Tips Bond Et - 0-5 YR TIPS ETF | 360,069 | $37,054,675 | 7.26% | |
| 3. | Vanguard Scottsdale Funds | 553,843 | $32,554,880 | 6.38% | |
| 4. | IEF | 276,149 | $24,370,126 | 4.77% | |
| 5. | Vanguard Scottsdale Funds | 216,530 | $17,214,170 | 3.37% |
