13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001091961
Total reported value
$634.8M
$634.8M
164 檔
33.6%
In Q2 2024, Gould Asset Management LLC /ca/'s U.S. equity holdings reached a combined market value of $634.8M, distributed across 164 disclosed stock positions.
During Q2 2024, Gould Asset Management LLC /ca/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 30.62% | +1.04% | -1.48% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.49% | -0.84% | +58.70% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.26% | -0.19% | +1.64% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.75% | -0.22% | +3.70% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | -0.04% | -2.86% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.10% | -0.26% | +5.35% | |
| 7 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.88% | -0.15% | +3.40% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.69% | +0.13% | +5.56% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.60% | +1.27% | +0.78% | |
| 10 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.86% | +0.01% | -2.06% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | -0.09% | -4.06% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.58% | +0.03% | -0.09% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.13% | -0.42% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.38% | -0.12% | +5.02% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.26% | -0.05% | -2.37% | |
| 16 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.21% | +0.01% | +20.81% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.99% | -0.05% | -2.78% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.95% | — | +2.39% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.07% | +2.68% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.83% | +0.04% | +0.92% | |
| 21 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.82% | — | +5.22% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.78% | +0.01% | -1.55% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | -0.04% | -1.03% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.01% | +19.14% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.60% | -0.13% | -3.11% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | -0.03% | +2.72% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.51% | -0.04% | +1.31% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.08% | -6.48% | |
| 29 | CMF | Ishares California Muni Bond | ETF-Other | 0.47% | -0.02% | +14.05% | |
| 30 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.46% | +0.05% | — | |
| 31 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.46% | — | +67.34% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.45% | +0.05% | -2.69% | |
| 33 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.44% | — | -8.30% | |
| 34 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.43% | -0.03% | +76.30% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.42% | — | +76.41% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.41% | — | -3.65% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.02% | -21.88% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.37% | -0.02% | -3.26% | |
| 39 | IDV | Ishares International Select | ETF-Other | 0.37% | -0.06% | -3.29% | |
| 40 | XVV | Ishares Esg Select Screened | ETF-Other | 0.36% | +0.02% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.05% | — | |
| 42 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.32% | +0.03% | +0.52% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.04% | -0.81% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | — | -1.56% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.01% | — | |
| 46 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.28% | +0.01% | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | -0.01% | -2.82% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | -0.04% | +1.27% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.02% | +41.26% | |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.26% | — | +41.56% |
According to official SEC Form 13F filings, Gould Asset Management LLC /ca/ reported a total U.S. public equity portfolio value of $634.8M across 164 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, STIP, TLT) accounted for 33.6% of total reported equity market value during Q2 2024.
During Q2 2024, Gould Asset Management LLC /ca/'s top holdings by market value included SPY (30.6%)、STIP (5.5%)、TLT (5.3%). The largest single position, SPY, represented 30.6% of total portfolio value.
In Q2 2024, Gould Asset Management LLC /ca/ made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.