Gould Asset Management LLC /Ca
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| S&P 500 DEPOSITORY RECEIPT | $145.25M | 25.2% |
| iShares MSCI UAE ETF | $48.58M | 8.4% |
| VANGUARD SHORT TERM TREASURY | $35.61M | 6.2% |
| iShares MSCI UAE ETF | $22.74M | 3.9% |
| VANGUARD SHORT-TERM CORPORATE | $20.38M | 3.5% |
| INVESCO TAXABLE MUNICIPAL BON | $18.01M | 3.1% |
| SPDR BARCLAYS INTL TREASURY B | $15.88M | 2.8% |
| VANGUARD REIT INDEX ETF | $15.55M | 2.7% |
| ISHARES S&P 500 INDEX ETF | $14.19M | 2.5% |
| PIMCOTOTAL RETURN ETF | $11.63M | 2.0% |
| VANGUARD FTSE DEVELOPED MARKE | $11.55M | 2.0% |
| Apple Inc. | $10.28M | 1.8% |
| VANGUARD TOTAL INTERNATIONAL | $9.93M | 1.7% |
| WISDOMTREE EMMKTS EX-STT-OWND | $9.84M | 1.7% |
| SPDR S&P 500 FOSSIL FUEL RESE | $9.67M | 1.7% |
| SPDR GOLD MINISHARES TRUST | $8.38M | 1.5% |
| VANGUARD EXTENDED MARKET INDE | $7.31M | 1.3% |
| DIMENSIONAL WORLD EX US CORE | $6.70M | 1.2% |
| ISHARES MSCI EAFE INDEX ETF | $5.55M | 1.0% |
| ISHARES BARCLAYS SHORT TREASU | $4.86M | 0.8% |
| VANGUARD ST TIPS BOND FD | $4.55M | 0.8% |
| VANGUARD ESG US STOCK ETF | $4.37M | 0.8% |
| VANGUARD MORTGAGE BACKED SEC | $3.89M | 0.7% |
| ISHARES GOLD TRUST | $3.36M | 0.6% |
| ISHARES ESG AWARE MSCI EAFE E | $3.13M | 0.5% |
| MICROSOFT CORP | $3.09M | 0.5% |
| DIMENSIONAL US CORE EQUITY 1 | $2.77M | 0.5% |
| SPDR PORTFOLIO SHORT TERM COR | $2.56M | 0.4% |
| VANGUARD ESG INTERNATIONAL ST | $2.44M | 0.4% |
| ISHARES CALIFORNIA MUNI BOND | $2.43M | 0.4% |
| ISHARES TR INTL SEL DIV ETF | $2.38M | 0.4% |
| ISHARES ESG ADVANCED MSCI USA | $2.35M | 0.4% |
| Broadcom Inc. | $2.22M | 0.4% |
| SPDR GOLD TRUST ETF | $2.20M | 0.4% |
| ISHARES ESG SCREENED S&P 500 | $2.20M | 0.4% |
| ISHARES IBONDS TERM TREASURY | $2.13M | 0.4% |
| ISHARES IBONDS TERM TREASURY | $2.12M | 0.4% |
| ISHARES IBONDS DEC 2028 TERM | $2.10M | 0.4% |
| VANGUARD LONG-TERM TREASURY I | $2.03M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $1.98M | 0.3% |
| ISHARES MSCI ACWI LOW CARBON | $1.94M | 0.3% |
| Walmart Inc. | $1.91M | 0.3% |
| ISHARES MSCI USA ESG SELECT E | $1.77M | 0.3% |
| VANGUARD TOTAL BOND MARKET ET | $1.74M | 0.3% |
| JPMORGAN CHASE & CO | $1.74M | 0.3% |
| SPDR S&P MID CAP 400 ETF | $1.72M | 0.3% |
| EXXON MOBIL CORP | $1.58M | 0.3% |
| iShares MSCI UAE ETF | $1.56M | 0.3% |
| ISHARES MSCI SOUTH KOREA INDE | $1.56M | 0.3% |
| ISHARES ESG SCREENED S&P MID- | $1.55M | 0.3% |