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Institutional Investment Manager
GOULD ASSET MANAGEMENT LLC /CA/
GOULD ASSET MANAGEMENT LLC /CA/ (CIK: 0001091961) incorporated in Delaware, located at 341 West First Street, Claremont, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000345) filed in 2015.02.12
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 Fund 429,191 88,216 43.35%
2 VANGUARD INDEX FDS 161,578 13,088 6.43%
3 VANGUARD INDEX FDS 108,379 9,515 4.68%
4 ISHARES TR 34,800 7,199 3.54%
5 ISHARES TR 94,600 5,755 2.83%
6 3M Co 26,133 4,294 2.11%
7 SPDR GOLD TRUST 31,520 3,580 1.76%
8 VANGUARD LONG TERM BOND ETF 33,205 3,130 1.54%
9 VANGUARD BD INDEX FDS 36,724 3,025 1.49%
10 VANGUARD SCOTTSDALE FDS 37,691 3,001 1.47%
11 SPDR S&P MIDCAP 400 ETF TR 9,345 2,467 1.21%
12 POWERSHARES BUILD AMERICA BOND PORTFOLIO ETF 80,471 2,450 1.20%
13 VANGUARD INTL EQUITY INDEX F 40,438 2,300 1.13%
14 VANGUARD INTL EQUITY INDEX F 37,458 1,963 0.96%
15 TEMPLETON GLOBAL INCOME FD 261,087 1,877 0.92%
16 EXXON MOBIL CORP 20,133 1,861 0.91%
17 ALPS ETF TR 90,430 1,584 0.78%
18 MERCK & CO INC 27,740 1,575 0.77%
19 ISHARES TR 13,267 1,486 0.73%
20 SPDR SERIES TRUST 24,803 1,372 0.67%
21 ISHARES TR 16,495 1,310 0.64%
22 TC PIPELINES LP 17,715 1,262 0.62%
23 PROCTER AND GAMBLE CO 13,625 1,241 0.61%
24 VANGUARD INTL EQUITY INDEX F 29,886 1,196 0.59%
25 ENERGY TRANSFER PART LP 17,941 1,166 0.57%
26 SPECTRA ENERGY PARTNERS LP 19,915 1,135 0.56%
27 MCDONALDS CORP 12,043 1,128 0.55%
28 ENTERPRISE PRODS PARTNERS L 30,366 1,097 0.54%
29 PEPSICO INC 10,715 1,013 0.50%
30 SUNOCO LOGISTICS PRTNRS L P 23,930 1,000 0.49%
31 PENTAIR PLC 14,350 953 0.47%
32 PLAINS ALL AMERN PIPELINE L 18,489 949 0.47%
33 APPLE INC 8,525 941 0.46%
34 ISHARES MSCI TAIWAN ETF 61,334 927 0.46%
35 VANGUARD WHITEHALL FDS 12,860 884 0.43%
36 PFIZER INC 28,310 882 0.43%
37 VANGUARD INDEX FDS 10,440 882 0.43%
38 ISHARES 41,674 856 0.42%
39 Medtronic Inc 11,855 856 0.42%
40 ISHARES INC 15,062 833 0.41%
41 ATLAS PIPELINE PARTNERS LP 27,320 745 0.37%
42 ISHARES MSCI SINGAP ETF 56,177 735 0.36%
43 G AND K SERVICES 9,800 694 0.34%
44 ONEOK PARTNERS LP 16,976 673 0.33%
45 WAL-MART STORES INC 7,428 638 0.31%
46 TARGET CORP 8,025 609 0.30%
47 SEMPRA ENERGY 5,344 595 0.29%
48 COCA COLA CO 12,868 543 0.27%
49 WELLS FARGO & CO NEW 9,861 541 0.27%
50 POWERSHARES ETF TR II 36,598 538 0.26%
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