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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
AAPLApple Computer Inc.
Recent Activity
Increased 0.54%
1.48%
$6.896M
29,598 shares@ $233.01 avg price
VTIPVanguard St Tips Bond Fd
Recent Activity
Increased 4.72%
1.25%
$5.801M
117,644 shares@ $49.32 avg price
DFAXDimensional World Ex Us Core
Recent Activity
Increased 7.85%
1.01%
$4.697M
173,901 shares@ $27.02 avg price
VCLTVanguard Long Term Corporate
Recent Activity
Increased 10.65%
0.91%
$4.205M
51,771 shares@ $81.23 avg price
ESGVVanguard Esg Us Stock Etf
Recent Activity
Increased 1.48%
0.82%
$3.82M
37,576 shares@ $101.65 avg price
BNDVanguard Total Bond Market Et
Recent Activity
Increased 2.11%
0.69%
$3.201M
42,622 shares@ $75.11 avg price
SHVIshares Barclays Short Treasu
Recent Activity
Increased 10.83%
0.67%
$3.11M
28,114 shares@ $110.64 avg price
ESGDIshares Esg Aware Msci Eafe E
Recent Activity
Increased 1%
0.57%
$2.651M
31,492 shares@ $84.18 avg price
CMFIshares California Muni Bond
Recent Activity
Increased 18.1%
0.53%
$2.467M
42,455 shares@ $58.11 avg price
SPSBSpdr Portfolio Short Term Cor
Recent Activity
Increased 3.28%
0.5%
$2.333M
77,050 shares@ $30.28 avg price