Instuitional Investor - Gould Asset Management Llc
Fund Profile
Filing Period:
Fund Name: | Gould Asset Management Llc |
Portfolio Value | $484,908,688 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 243,455 | $136,186,075 | 28.08% | |
2. | Ishares 0-5 Year Tips Bond Et - 0-5 YR TIPS ETF | 312,662 | $32,351,089 | 6.67% | |
3. | Vanguard Scottsdale Funds | 513,291 | $30,125,026 | 6.21% | |
4. | IEF | 251,488 | $22,892,916 | 4.72% | |
5. | Vanguard Scottsdale Funds | 206,777 | $16,323,002 | 3.37% |