Gould Asset Management LLC /Ca
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $1.47M | 0.3% |
| ISHARES ESG AWARE MSCI USA ET | $1.46M | 0.3% |
| ISHARES IBONDS DEC 2027 TERM | $1.38M | 0.2% |
| ISHARES IBONDS DEC 2026 TERM | $1.37M | 0.2% |
| ISHARES IBONDS DEC 2028 TERM | $1.36M | 0.2% |
| ISHARES MSCI TAIWAN INDEX ETF | $1.23M | 0.2% |
| Amazon.com Inc | $1.23M | 0.2% |
| ISHARES DOW JONES SELECT DIVI | $1.20M | 0.2% |
| VANGUARD HIGH DIVIDEND YIELD | $1.18M | 0.2% |
| Targa Resources Corp | $1.17M | 0.2% |
| Visa Inc | $1.15M | 0.2% |
| ISHARES MSCI CANADA INDEX ETF | $1.14M | 0.2% |
| ISHARES BARCLAYS TIPS BOND ET | $1.13M | 0.2% |
| CATERPILLAR INC | $1.09M | 0.2% |
| VANGUARD VALUE ETF | $1.08M | 0.2% |
| VANGUARD INTL EQUITY INDEX | $1.08M | 0.2% |
| SCHWAB INTERNATIONAL EQUITY E | $1.07M | 0.2% |
| iShares MSCI UAE ETF | $1.04M | 0.2% |
| INVESCO PREFERRED ETF | $1.03M | 0.2% |
| PEPSICO INC | $1.01M | 0.2% |
| ALERIAN MLP ETF | $998.8K | 0.2% |
| ISHARES MSCI HONG KONG INDEX | $993.9K | 0.2% |
| ISHARES ESG AWARE MSCI EMERGI | $954.8K | 0.2% |
| DIMENSIONAL US CORE EQUITY MA | $954.3K | 0.2% |
| HOME DEPOT, INC. | $952.7K | 0.2% |
| NVIDIA Corp | $917.5K | 0.2% |
| ISHARES MSCI KLD | $910.1K | 0.2% |
| ISHARES S&P NATL AMTFREE MUNI | $890.1K | 0.2% |
| VANGUARD EMERGING MARKETS ETF | $880.2K | 0.2% |
| ISHARES MSCI SINGAPORE INDEX | $869.0K | 0.2% |
| Meta Platforms Inc | $815.0K | 0.1% |
| ISHARES ESG U.S. AGGREGATE BO | $811.0K | 0.1% |
| MCDONALD'S CORP | $779.6K | 0.1% |
| VANGUARD S&P 500 ETF | $774.0K | 0.1% |
| Mastercard Inc | $758.2K | 0.1% |
| Warren E. Buffett | $749.5K | 0.1% |
| ONEOK Inc | $741.1K | 0.1% |
| CHEVRON CORP | $693.9K | 0.1% |
| Energy Transfer LPET | $677.9K | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $653.5K | 0.1% |
| TC ENERGY CORPCOM | $646.5K | 0.1% |
| BOSTON SCIENTIFIC CORP | $633.8K | 0.1% |
| ISHARES TR DOW JONES U S REAL | $632.6K | 0.1% |
| CISCO SYSTEMS, INC. | $629.0K | 0.1% |
| ISHARES MSCI MEXICO INVESTABL | $616.5K | 0.1% |
| ISHARES ESG 1-5 YEAR USD CORP | $604.7K | 0.1% |
| ISHARES ESG ADVANCED MSCI EM | $600.4K | 0.1% |
| BANK OF AMERICA CORP /DE | $597.0K | 0.1% |
| Alphabet Inc. | $591.6K | 0.1% |
| TEXAS INSTRUMENTS INC | $585.8K | 0.1% |