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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHOLESALE CORP | COM | 51 | $1,199,583 | 1,637 | 0.00 | 0.00 | -70 | -4.10 | 03-31-2024 |
| ISHARES IBONDS TERM TREASURY | IBONDS 24 TRM TS | 52 | $1,182,995 | 49,415 | 0.00 | 0.00 | 34,680 | 235.36 | 03-31-2024 |
| HOME DEPOT INC COM | COM | 53 | $1,179,998 | 3,076 | 0.00 | 0.00 | -196 | -5.99 | 03-31-2024 |
| ISHARES IBONDS TERM TREASURY | IBONDS 26 TRM TS | 54 | $1,049,202 | 46,200 | 0.00 | 46,200 | +Inf | 03-31-2024 |
