Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOULD ASSET MANAGEMENT LLC /CA/ | 05-03-2024 | 03-31-2024 | 163 | 413,406,528 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB US REIT | US REIT ETF | Liquidated | $0 | 0 | 0.00 | 16,335 | +Inf | 03-31-2024 | |
| DISNEY WALT CO | COM | 152 | $308,334 | 2,520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LINDE PLC | SHS | 153 | $305,987 | 659 | 0.00 | 0.00 | -26 | -3.80 | 03-31-2024 |
| ISHARES ESG 1-5 YEAR USD CORP | ESG AWRE 1 5 YR | 154 | $301,226 | 12,305 | 0.00 | 0.00 | 3,345 | 37.33 | 03-31-2024 |
