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GOULD ASSET MANAGEMENT LLC /CA/ 13F holdings

Filed 2026-08-06 · GOULD ASSET MANAGEMENT LLC /CA/ · 176 positions · $634.8M

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TickerCompanySharesValue% of portfolio
SPYS&P 500 DEPOSITORY RECEIPT223.3K$166.8M26.3%
STIPISHARES 0-5 YEAR TIPS BOND ET472.3K$48.2M7.6%
VGSHVANGUARD SHORT TERM TREASURY649.5K$37.8M6.0%
TLTISHARES BARCLAYS 20 YEAR TRE276.4K$23.9M3.8%
VCSHVANGUARD SHORT-TERM CORPORATE263.2K$20.8M3.3%
BABINVESCO TAXABLE MUNICIPAL BON705.4K$18.9M3.0%
VNQVANGUARD REIT INDEX ETF186.5K$18.0M2.8%
GLDMSPDR GOLD MINISHARES TRUST218.0K$17.3M2.7%
BWXSPDR BARCLAYS INTL TREASURY B755.1K$16.4M2.6%
IVVISHARES S&P 500 INDEX ETF20.5K$15.4M2.4%
VEAVANGUARD FTSE DEVELOPED MARKE170.8K$12.2M1.9%
AAPLAPPLE COMPUTER INC.42.0K$12.2M1.9%
BONDPIMCOTOTAL RETURN ETF130.8K$12.1M1.9%
BNDXVANGUARD TOTAL INTERNATIONAL236.3K$11.4M1.8%
XSOEWISDOMTREE EMMKTS EX-STT-OWND222.0K$10.9M1.7%
SPYXSPDR S&P 500 FOSSIL FUEL RESE176.0K$10.8M1.7%
VXFVANGUARD EXTENDED MARKET INDE33.6K$8.3M1.3%
DFAXDIMENSIONAL WORLD EX US CORE200.6K$7.4M1.2%
EFAISHARES MSCI EAFE INDEX ETF55.6K$5.8M0.9%
SHVISHARES BARCLAYS SHORT TREASU47.9K$5.3M0.8%
ESGVVANGUARD ESG US STOCK ETF38.5K$5.1M0.8%
VTIPVANGUARD ST TIPS BOND FD92.9K$4.7M0.7%
VMBSVANGUARD MORTGAGE BACKED SEC85.3K$4.0M0.6%
DCORDIMENSIONAL US CORE EQUITY 140.9K$3.4M0.5%
ESGDISHARES ESG AWARE MSCI EAFE E31.7K$3.3M0.5%
VSGXVANGUARD ESG INTERNATIONAL ST36.5K$3.0M0.5%
MSFTMICROSOFT CORPORATION8.0K$3.0M0.5%
USXFISHARES ESG ADVANCED MSCI USA42.4K$2.9M0.5%
IAUISHARES GOLD TRUST37.9K$2.9M0.5%
SPSBSPDR PORTFOLIO SHORT TERM COR85.3K$2.6M0.4%
ACWIISHARES MSCI SOUTH KOREA INDE12.7K$2.6M0.4%
XVVISHARES ESG SCREENED S&P 50045.0K$2.6M0.4%
CMFISHARES CALIFORNIA MUNI BOND44.1K$2.5M0.4%
IDVISHARES TR INTL SEL DIV ETF54.3K$2.2M0.4%
AVGOBROADCOM INC5.9K$2.2M0.4%
CRBNISHARES MSCI ACWI LOW CARBON8.6K$2.2M0.3%
IBTHISHARES IBONDS TERM TREASURY96.6K$2.2M0.3%
IBTGISHARES IBONDS TERM TREASURY94.0K$2.2M0.3%
IBTIISHARES IBONDS DEC 2028 TERM96.5K$2.1M0.3%
LLYLILLY ELI & CO1.7K$2.0M0.3%
JPMJP MORGAN CHASE & CO.6.1K$2.0M0.3%
MDYSPDR S&P MID CAP 400 ETF2.8K$1.9M0.3%
ACWIISHARES MSCI TAIWAN INDEX ETF17.4K$1.9M0.3%
XJHISHARES ESG SCREENED S&P MID-36.0K$1.9M0.3%
GLDSPDR GOLD TRUST ETF5.1K$1.9M0.3%
SUSAISHARES MSCI USA ESG SELECT E11.9K$1.8M0.3%
COSTCOSTCO WHOLESALE CORP.2.0K$1.8M0.3%
DMXFISHARES ESG ADVANCED MSCI EAF20.7K$1.7M0.3%
BNDVANGUARD TOTAL BOND MARKET ET22.9K$1.7M0.3%
WMTWAL-MART STORES INC14.7K$1.7M0.3%
CATCATERPILLAR INC1.5K$1.6M0.3%
ESGUISHARES ESG AWARE MSCI USA ET9.9K$1.6M0.3%
VGLTVANGUARD LONG-TERM TREASURY I28.6K$1.6M0.2%
SUSBISHARES ESG 1-5 YEAR USD CORP61.1K$1.5M0.2%
IBDSISHARES IBONDS DEC 2027 TERM58.0K$1.4M0.2%
IBDRISHARES IBONDS DEC 2026 TERM57.6K$1.4M0.2%
EXMOCEXXON MOBIL CORPORATION10.2K$1.4M0.2%
IBDTISHARES IBONDS DEC 2028 TERM55.0K$1.4M0.2%
TIPISHARES BARCLAYS TIPS BOND ET12.2K$1.3M0.2%
AMZNAMAZON.COM INC5.4K$1.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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