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Gould Capital, LLC

All holdings · as of Jun 30, 2026

217 positions

CompanyClassValueShares% of portfolio
Rocket Lab CorpRKLBCommon Stock$226.2K2,2250.1%
VANGUARD TOTAL WORLD BOND ETF$221.6K3,2330.1%
ISHARES ESG AWARE MSCI EAFE ETF$194.0K1,8870.1%
Tesla Inc$173.7K4130.1%
ISHARES GLOBAL CLEAN ENERGY ETF$167.2K8,1580.1%
DIVERSIFIED HEALTHCARE TRUST$162.2K17,4360.1%
VANGUARD ESG U.S. STOCK ETF$144.0K1,0890.1%
EATON VANCE TAX MNGED BUY WRIT COM$141.3K9,0950.1%
INTERNATIONAL BUSINESS MACHINES CORP$140.6K5000.1%
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$139.3K2,7650.1%
Rivian Automotive, Inc. / DE$139.2K8,0250.1%
ISHARES ESG AWARE US AGGREGATE BOND ETF$134.7K2,8420.1%
BANNER CORP$128.4K1,9330.1%
VANGUARD CORE TAX-EXEMPT BOND ETF$126.1K1,6500.1%
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF$116.6K4,6660.1%
ISHARES NATIONAL MUNI BOND ETF$115.5K1,0730.1%
MICRON TECHNOLOGY INC$115.4K1000.1%
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF$111.1K1,0070.1%
INVESCO NASDAQ 100 ETF$104.0K3430.1%
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$102.1K1,2850.1%
ISHARES RUSSELL 3000 ETF$101.5K2380.1%
ISHARES ESG AWARE MSCI EM ETF$98.3K1,7970.1%
AEHR TEST SYSTEMS$96.1K1,0000.1%
HANOVER INSURANCE GROUP, INC.$87.6K4090.0%
CORCEPT THERAPEUTICS INC$87.0K1,0000.0%
Medpace Holdings, Inc.$79.4K1500.0%
ISHARES SEMICONDUCTOR ETF$75.7K1180.0%
Owens Corning$74.6K4690.0%
NEXTERA ENERGY INC$72.6K8270.0%
BLACKROCK MUNIYIELD QUALITY FUND III, INC.MYIClosed-End Fund$70.5K6,3500.0%
ORACLE CORP$70.3K4800.0%
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF$67.8K1,3100.0%
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF$66.6K1,4670.0%
BANCO SANTANDER SA ADR$62.4K4,5210.0%
Agilent Technologies Inc$58.3K4390.0%
Dutch Bros Inc.$57.9K8060.0%
EVERSOURCE ENERGY$57.8K8000.0%
Enphase Energy, Inc.$56.1K1,1400.0%
Axon Enterprise Inc$56.1K1000.0%
SCHWAB CHARLES CORP$55.4K6000.0%
ECOLAB INC.$52.9K1900.0%
AtaiBeckley Inc.ATAICommon Stock$52.7K10,0000.0%
The Boeing Company$52.6K2430.0%
Weyerhaeuser Co$51.0K2,1300.0%
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF$50.7K5000.0%
INTEL CORP$48.9K3500.0%
NIKE, Inc.$46.5K1,1330.0%
CUMMINS INC$46.4K650.0%
Williams Cos Inc/The$44.6K6000.0%
GLACIER BANCORP, INC.$44.1K8550.0%
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