Instuitional Investor - Gould Asset Management Llc
Fund Profile
Filing Period:
| Fund Name: | Gould Asset Management Llc |
| Portfolio Value | $538,544,085 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 219,710 | $146,366,183 | 27.18% | |
| 2. | Vanguard Scottsdale Funds | 571,558 | $33,636,210 | 6.25% | |
| 3. | Ishares 0-5 Year Tips Bond Et - 0-5 YR TIPS ETF | 300,998 | $31,111,127 | 5.78% | |
| 4. | IEF | 255,382 | $22,823,451 | 4.24% | |
| 5. | Vanguard Scottsdale Funds | 222,069 | $17,750,003 | 3.3% |
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