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THOMAS K. CARR JR

Gould Asset Management Llc Ca

Assets Managed
$575.716M
Holdings
171
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
2.04%(2Q avg: 3.41%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Gould Asset Management Llc Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 171 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 575.716M in assets, with a quarterly growth rate of 2.04% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by THOMAS K. CARR JR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.65%
25.23%
$145.246M
223,338 shares@ $650.35 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 15.34%
8.44%
$48.583M
469,722 shares@ $103.44 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 2.57%
6.19%
$35.607M
608,248 shares@ $58.55 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 3.39%
3.95%
$22.737M
262,280 shares@ $86.69 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 4.4%
3.55%
$20.385M
257,157 shares@ $79.27 avg price
BAB
Invesco Taxable Municipal Bo
Recent Activity
Increased 2.19%
3.13%
$18.012M
668,113 shares@ $26.97 avg price
BWX
Spdr Bloomberg Int Treasury
Recent Activity
Increased 6.68%
2.76%
$15.878M
723,388 shares@ $21.96 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 0.6%
2.71%
$15.555M
175,363 shares@ $88.7 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.09%
2.47%
$14.189M
21,722 shares@ $653.2 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 4.12%
2.02%
$11.626M
125,987 shares@ $92.28 avg price

1-10 of 171