Universe · entity
GOULD ASSET MANAGEMENT LLC /CA/
Institutional manager (13F) · CIK 1091961
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $503M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | S&P 500 DEPOSITORY RECEIPT | $145M | 223,338 |
| 2 | ISHARES 0-5 YEAR TIPS BOND ET | $49M | 469,722 |
| 3 | VANGUARD SHORT TERM TREASURY | $36M | 608,248 |
| 4 | ISHARES BARCLAYS 20 YEAR TRE | $23M | 262,280 |
| 5 | VANGUARD SHORT-TERM CORPORATE | $20M | 257,157 |
| 6 | INVESCO TAXABLE MUNICIPAL BON | $18M | 668,113 |
| 7 | SPDR BARCLAYS INTL TREASURY B | $16M | 723,388 |
| 8 | VANGUARD REIT INDEX ETF | $16M | 175,363 |
| 9 | ISHARES S&P 500 INDEX ETF | $14M | 21,722 |
| 10 | PIMCOTOTAL RETURN ETF | $12M | 125,987 |
| 11 | VANGUARD FTSE DEVELOPED MARKE | $12M | 180,190 |
| 12 | APPLE COMPUTER INC. | $10M | 40,519 |
| 13 | VANGUARD TOTAL INTERNATIONAL | $10M | 206,595 |
| 14 | WISDOMTREE EMMKTS EX-STT-OWND | $10M | 245,444 |
| 15 | SPDR S&P 500 FOSSIL FUEL RESE | $10M | 182,436 |
| 16 | SPDR GOLD MINISHARES TRUST | $8M | 90,390 |
| 17 | VANGUARD EXTENDED MARKET INDE | $7M | 35,531 |
| 18 | DIMENSIONAL WORLD EX US CORE | $7M | 197,277 |
| 19 | ISHARES MSCI EAFE INDEX ETF | $6M | 57,125 |
| 20 | ISHARES BARCLAYS SHORT TREASU | $5M | 44,041 |
| 21 | VANGUARD ST TIPS BOND FD | $5M | 91,184 |
| 22 | VANGUARD ESG US STOCK ETF | $4M | 38,914 |
| 23 | VANGUARD MORTGAGE BACKED SEC | $4M | 82,818 |
| 24 | ISHARES GOLD TRUST | $3M | 38,159 |
| 25 | ISHARES ESG AWARE MSCI EAFE E | $3M | 32,774 |
| 26 | MICROSOFT CORPORATION | $3M | 8,352 |
| 27 | DIMENSIONAL US CORE EQUITY 1 | $3M | 38,444 |
| 28 | SPDR PORTFOLIO SHORT TERM COR | $3M | 85,140 |
| 29 | VANGUARD ESG INTERNATIONAL ST | $2M | 34,001 |
| 30 | ISHARES CALIFORNIA MUNI BOND | $2M | 42,780 |
| 31 | ISHARES TR INTL SEL DIV ETF | $2M | 55,805 |
| 32 | ISHARES ESG ADVANCED MSCI USA | $2M | 42,555 |
| 33 | BROADCOM INC | $2M | 7,182 |
| 34 | SPDR GOLD TRUST ETF | $2M | 5,120 |
| 35 | ISHARES ESG SCREENED S&P 500 | $2M | 44,743 |
| 36 | ISHARES IBONDS TERM TREASURY | $2M | 94,800 |
| 37 | ISHARES IBONDS TERM TREASURY | $2M | 92,603 |
| 38 | ISHARES IBONDS DEC 2028 TERM | $2M | 94,330 |
| 39 | VANGUARD LONG-TERM TREASURY I | $2M | 36,622 |
| 40 | COSTCO WHOLESALE CORP. | $2M | 1,989 |
| 41 | ISHARES MSCI ACWI LOW CARBON | $2M | 8,720 |
| 42 | WAL-MART STORES INC | $2M | 15,382 |
| 43 | ISHARES MSCI USA ESG SELECT E | $2M | 13,391 |
| 44 | VANGUARD TOTAL BOND MARKET ET | $2M | 23,578 |
| 45 | JP MORGAN CHASE & CO. | $2M | 5,901 |
| 46 | SPDR S&P MID CAP 400 ETF | $2M | 2,781 |
| 47 | EXXON MOBIL CORPORATION | $2M | 9,306 |
| 48 | ISHARES ESG ADVANCED MSCI EAF | $2M | 20,670 |
| 49 | ISHARES MSCI SOUTH KOREA INDE | $2M | 12,657 |
| 50 | ISHARES ESG SCREENED S&P MID- | $2M | 34,060 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.