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THOMAS K. CARR JR

@Gould Asset Management Llc Ca

Latest period2024 - Q3ReportedManaged Assets$466.837MTotal holdings164
Assets growth rate7.69%Assets growth rate (2-Q avg)6.28%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gould Asset Management Llc Ca's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Gould Asset Management Llc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 466.837M in assets, with a quarterly growth rate of 7.69% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by THOMAS K. CARR JR, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRBNIshares Msci Acwi Low Carbon
Recent Activity
Decreased -3.44%
0.43%
$1.977M
10,080 shares@ $196.14 avg price
IBTGIshares Ibonds Term Treasury
Recent Activity
Decreased -0.02%
0.41%
$1.878M
81,433 shares@ $23.07 avg price
ESGUIshares Esg Aware Msci Usa Et
Recent Activity
Decreased -9.06%
0.37%
$1.697M
13,446 shares@ $126.18 avg price
SUSAIshares Msci Usa Esg Select E
Recent Activity
Decreased -2.38%
0.36%
$1.673M
13,898 shares@ $120.37 avg price
VWOVanguard Emerging Markets Etf
Recent Activity
Decreased -19.29%
0.33%
$1.494M
31,221 shares@ $47.85 avg price
XJHIshares Esg Screened S&p Mid-
Recent Activity
Decreased -2.9%
0.31%
$1.422M
33,620 shares@ $42.29 avg price
VEUVanguard Intl Equity Index
Recent Activity
Decreased -1.31%
0.3%
$1.369M
21,725 shares@ $63.0 avg price
COSTCostco Wholesale Corp.
Recent Activity
Decreased -12.82%
0.28%
$1.265M
1,427 shares@ $886.75 avg price
JPMJp Morgan Chase & Co.
Recent Activity
Decreased -6.02%
0.27%
$1.234M
5,851 shares@ $210.87 avg price
SCHFSchwab International Equity E
Recent Activity
Decreased -10.31%
0.24%
$1.106M
26,900 shares@ $41.12 avg price