0001172661-19-001114.txt : 20190507
0001172661-19-001114.hdr.sgml : 20190507
20190507171033
ACCESSION NUMBER: 0001172661-19-001114
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190507
DATE AS OF CHANGE: 20190507
EFFECTIVENESS DATE: 20190507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GOULD ASSET MANAGEMENT LLC /CA/
CENTRAL INDEX KEY: 0001091961
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14118
FILM NUMBER: 19804136
BUSINESS ADDRESS:
STREET 1: 341 WEST FIRST STREET
STREET 2: SUITE 200
CITY: CLAREMONT
STATE: CA
ZIP: 91711
BUSINESS PHONE: (909) 445-1291
MAIL ADDRESS:
STREET 1: 341 WEST FIRST STREET
STREET 2: SUITE 200
CITY: CLAREMONT
STATE: CA
ZIP: 91711
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
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0001091961
XXXXXXXX
03-31-2019
03-31-2019
false
GOULD ASSET MANAGEMENT LLC /CA/
341 West First Street
Suite 200
Claremont
CA
91711
13F HOLDINGS REPORT
028-14118
N
Donald P. Gould
President and CCO
909-445-1291
/s/ Donald P. Gould
Claremont
CA
05-07-2019
0
136
267452
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579y101
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21168
SH
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0
ABBOTT LABS
COM
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387
4843
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4843
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
321
1825
SH
SOLE
1825
0
0
ALPHABET INC
CAP STK CL A
02079K305
260
221
SH
SOLE
221
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
881
87795
SH
SOLE
87795
0
0
AMAZON COM INC
COM
023135106
301
169
SH
SOLE
169
0
0
APPLE INC
COM
037833100
1292
6804
SH
SOLE
6804
0
0
AT&T INC
COM
00206r102
416
13267
SH
SOLE
13267
0
0
BANCO BRADESCO S A
SP ADR PFD NEW
059460303
247
22626
SH
SOLE
22626
0
0
BANK AMER CORP
COM
060505104
225
8164
SH
SOLE
8164
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
881
4384
SH
SOLE
4384
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0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
332
14800
SH
SOLE
14800
0
0
BOEING CO
COM
097023105
1271
3333
SH
SOLE
3333
0
0
BRF SA
SPONSORED ADR
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154
26435
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SOLE
26435
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BRISTOL MYERS SQUIBB CO
COM
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516
10814
SH
SOLE
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0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
223
4783
SH
SOLE
4783
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0
CATERPILLAR INC DEL
COM
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278
2049
SH
SOLE
2049
0
0
CHUBB LIMITED
COM
H1467J104
280
1998
SH
SOLE
1998
0
0
COLGATE PALMOLIVE CO
COM
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243
3550
SH
SOLE
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0
COMMUNICATIONS SYS INC
COM
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SH
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0
COSTCO WHSL CORP NEW
COM
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364
1501
SH
SOLE
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0
CVS HEALTH CORP
COM
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327
6066
SH
SOLE
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0
0
DISNEY WALT CO
COM DISNEY
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332
2994
SH
SOLE
2994
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0
DONALDSON INC
COM
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350
7000
SH
SOLE
7000
0
0
DOWDUPONT INC
COM
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403
7564
SH
SOLE
7564
0
0
ECOLAB INC
COM
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678
3840
SH
SOLE
3840
0
0
ENBRIDGE INC
COM
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403
11105
SH
SOLE
11105
0
0
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
642
41779
SH
SOLE
41779
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0
ENTERPRISE PRODS PARTNERS L
COM
293792107
561
19286
SH
SOLE
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0
EXXON MOBIL CORP
COM
30231G102
1059
13110
SH
SOLE
13110
0
0
GLOBAL X FDS
GLBX MSCI COLUM
37950E200
111
11470
SH
SOLE
11470
0
0
HOME DEPOT INC
COM
437076102
303
1578
SH
SOLE
1578
0
0
ILLINOIS TOOL WKS INC
COM
452308109
236
1641
SH
SOLE
1641
0
0
IMMUNOGEN INC
COM
45253H101
41
15000
SH
SOLE
15000
0
0
INTEL CORP
COM
458140100
495
9220
SH
SOLE
9220
0
0
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
46137V621
567
31064
SH
SOLE
31064
0
0
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
1105
76191
SH
SOLE
76191
0
0
INVESCO EXCHNG TRADED FD TR
S&P GBL WATER
46138E263
227
6405
SH
SOLE
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0
INVESCO EXCHNG TRADED FD TR
TAXABLE MUN BD
46138G805
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SH
SOLE
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0
ISHARES GOLD TRUST
ISHARES
464285105
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SH
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0
ISHARES INC
CORE MSCI EMKT
46434G103
487
9419
SH
SOLE
9419
0
0
ISHARES INC
MSCI BRAZIL ETF
464286400
231
5640
SH
SOLE
5640
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0
ISHARES INC
MSCI CDA ETF
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580
20985
SH
SOLE
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0
ISHARES INC
MSCI HONG KG ETF
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691
26346
SH
SOLE
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0
ISHARES INC
MSCI SINGPOR ETF
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SH
SOLE
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ISHARES INC
MSCI STH KOR ETF
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581
9527
SH
SOLE
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0
0
ISHARES INC
MSCI TAIWAN ETF
46434G772
681
19700
SH
SOLE
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0
0
ISHARES TR
0-5 YR TIPS ETF
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SH
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ISHARES TR
20 YR TR BD ETF
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SH
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ISHARES TR
CHINA LG-CAP ETF
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281
6344
SH
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CORE MSCI EAFE
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SH
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
ESG MSCI EAFE
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ESG MSCI USA ETF
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ISHARES TR
INTL SEL DIV ETF
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MSCI EAFE ETF
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MSCI EMG MKT ETF
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MSCI INDIA SM CP
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264
6525
SH
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MSCI KLD400 SOC
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MSCI LW CRB TG
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ISHARES TR
MSCI USA ESG SLC
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ISHARES TR
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SH
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SELECT DIVID ETF
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SHRT NAT MUN ETF
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U.S. REAL ES ETF
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ITAU UNIBANCO HLDG SA
SPON ADR REP PFD
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SOLE
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0
JOHNSON & JOHNSON
COM
478160104
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SH
SOLE
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JOHNSON CTLS INTL PLC
SHS
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SH
SOLE
5422
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JPMORGAN CHASE & CO
COM
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284
2807
SH
SOLE
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LOCKHEED MARTIN CORP
COM
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243
810
SH
SOLE
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0
LOWES COS INC
COM
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SH
SOLE
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0
MCDONALDS CORP
COM
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SH
SOLE
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MEDTRONIC PLC
SHS
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10520
SH
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MERCK & CO INC
COM
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MICROSOFT CORP
COM
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COM
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NVENT ELECTRIC PLC
SHS
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COM
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SHS
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COM
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COM
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ACTIVE BD ETF
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ENHAN SHRT MA AC
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COM
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EMRG MKTEQ ETF
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INTL EQTY ETF
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COM
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TR UNIT
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UTSER1 S&PDCRP
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SPDR S&P 500 ETF
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COM
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COM
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TARGET CORP
COM
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TC PIPELINES LP
UT COM LTD PRT
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SH
SOLE
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COM
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COM
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TORO CO
COM
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UNION PACIFIC CORP
COM
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COM
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VANECK VECTORS ETF TR
BRAZIL SMALL CP
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SH
SOLE
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SH
SOLE
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FTSE EMR MKT ETF
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SH
SOLE
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0
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VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
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231
4300
SH
SOLE
4300
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
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1892
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SH
SOLE
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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LG-TERM COR BD
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VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
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SHRT TRM CORP BD
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VG TL INTL STK F
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SOLE
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VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
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SOLE
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VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
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SOLE
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VANGUARD WORLD FD
ESG INTL STK ETF
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COM
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4880
SH
SOLE
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WALMART INC
COM
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648
6643
SH
SOLE
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0
WELLS FARGO CO NEW
COM
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9570
SH
SOLE
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0
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COM
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SOLE
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