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CIK: 0001091961
Total reported value
$634.8M
$634.8M
164 檔
36.5%
The Q3 2024 SEC filing reveals that Gould Asset Management LLC /ca/ held a total portfolio value of $634.8M, covering 164 public equity positions.
During Q3 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 | 30.13% | +1.04% | +0.49% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.73% | -0.84% | +10.38% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.52% | -0.19% | +5.71% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.78% | -0.22% | +6.27% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.44% | -0.26% | +16.46% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | -0.04% | -1.11% | |
| 7 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 2.99% | -0.15% | +6.73% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.84% | +0.13% | -1.94% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.19% | +1.27% | -19.93% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.82% | -0.09% | +1.05% | |
| 11 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.81% | +0.01% | -1.23% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.58% | +0.03% | +0.04% | |
| 13 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.52% | +0.01% | +25.59% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.51% | -0.12% | +13.44% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.13% | +0.54% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.24% | -0.05% | +4.71% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.01% | — | +7.85% | |
| 18 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.90% | — | +10.65% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.82% | +0.04% | +1.47% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.81% | -0.05% | -17.57% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.77% | +0.01% | -0.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.07% | -6.34% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.69% | -0.04% | +2.11% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.67% | -0.01% | +10.83% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.60% | -0.13% | -4.44% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | -0.03% | +0.99% | |
| 27 | CMF | Ishares California Muni Bond | ETF-Other | 0.53% | -0.02% | +18.09% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.08% | -2.75% | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.50% | -0.04% | +3.28% | |
| 30 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.45% | +0.05% | — | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.43% | +0.05% | -3.22% | |
| 32 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.43% | — | +0.12% | |
| 33 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.42% | — | -3.45% | |
| 34 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.40% | -0.03% | -0.02% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.40% | — | +0.12% | |
| 36 | IDV | Ishares International Select | ETF-Other | 0.38% | -0.06% | +2.80% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.36% | — | -9.06% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.36% | -0.02% | -2.39% | |
| 39 | XVV | Ishares Esg Select Screened | ETF-Other | 0.36% | +0.02% | — | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.02% | -19.30% | |
| 41 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.30% | +0.03% | -2.90% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.04% | +1.04% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | — | -1.32% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.02% | +6.53% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.07% | +6.37% | |
| 46 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.28% | +0.01% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.05% | -12.83% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.01% | -6.02% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.25% | -0.02% | +0.05% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | -0.04% | +845.61% |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, STIP, TLT) accounted for 36.5% of total reported equity market value during Q3 2024.
During Q3 2024, Gould Asset Management LLC /ca/'s top holdings by market value included SPY (30.1%)、STIP (5.7%)、TLT (5.5%). The largest single position, SPY, represented 30.1% of total portfolio value.
In Q3 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.
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