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| Name: |
GOULD ASSET MANAGEMENT LLC /CA/ |
| City: |
CLAREMONT |
| State: |
UN |
| Zip: |
91711 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IBDR |
Ishares Ibonds Dec 2026 Ter... |
|
New |
$0.00 |
$613,000 |
25,650 |
0.16% |
613,000 |
25,650 |
0.285 |
N/A |
|
|
IBMO |
Ishares Ibonds Dec 2026 Ter... |
|
New |
$0.00 |
$437,000 |
17,130 |
0.11% |
437,000 |
17,130 |
0.19 |
N/A |
|
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XJR |
Ishares Esg Screened S&p Sm... |
122 |
New |
$0.00 |
$274,000 |
7,165 |
0.07% |
274,000 |
7,165 |
0.08 |
N/A |
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SPGI |
S&P Global Inc |
126 |
New |
$425.18 |
$268,000 |
608 |
0.07% |
268,000 |
608 |
0 |
Publishing |
|
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BAC |
Bank of America Corp |
132 |
New |
$37.25 |
$237,000 |
7,043 |
0.06% |
237,000 |
7,043 |
0 |
Domestic Money Center... |
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BN |
BROOKFIELD Corp |
134 |
New |
$42.63 |
$235,000 |
5,855 |
0.06% |
235,000 |
5,855 |
0 |
N/A |
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ITW |
Illinois Tool Works Inc |
143 |
New |
$243.92 |
$209,000 |
796 |
0.05% |
209,000 |
796 |
0 |
Diversified Machinery |
|
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DCOR |
Dimensional Us Core Equity ... |
146 |
New |
$0.00 |
$205,000 |
3,830 |
0.05% |
205,000 |
3,830 |
0 |
N/A |
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WFC |
Wells Fargo & Co |
145 |
New |
$59.94 |
$205,000 |
4,157 |
0.05% |
205,000 |
4,157 |
0.043 |
Domestic Money Center... |
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QQQ |
Invesco QQQ Trust Series I |
147 |
New |
$435.48 |
$205,000 |
500 |
0.05% |
205,000 |
500 |
0 |
Closed - End Fund - Debt |
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CB |
Chubb Ltd (ACE Ltd) |
148 |
New |
$248.54 |
$200,000 |
886 |
0.05% |
200,000 |
886 |
0 |
Property & Casualty I... |
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