Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GOULD ASSET MANAGEMENT LLC /CA/ (CIK 1091961) reported $634.8M across 176 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($166.8M, 26.27%), STIP ($48.2M, 7.60%), VGSH ($37.8M, 5.96%), TLT ($23.9M, 3.76%), VCSH ($20.8M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 DEPOSITORY RECEIPT | $166.8M | 26.27% | 223,301 | Trimmed |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ET | $48.2M | 7.60% | 472,277 | Added |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY | $37.8M | 5.96% | 649,524 | Added |
| 4 | TLT | ISHARES BARCLAYS 20 YEAR TRE | $23.9M | 3.76% | 276,417 | Added |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE | $20.8M | 3.28% | 263,245 | Added |
| 6 | BAB | INVESCO TAXABLE MUNICIPAL BON | $18.9M | 2.98% | 705,394 | Added |
| 7 | VNQ | VANGUARD REIT INDEX ETF | $18.0M | 2.83% | 186,503 | Added |
| 8 | GLDM | SPDR GOLD MINISHARES TRUST | $17.3M | 2.73% | 217,970 | Added |
| 9 | BWX | SPDR BARCLAYS INTL TREASURY B | $16.4M | 2.58% | 755,142 | Added |
| 10 | IVV | ISHARES S&P 500 INDEX ETF | $15.4M | 2.42% | 20,523 | Trimmed |
| 11 | AAPL | APPLE COMPUTER INC. | $12.2M | 1.92% | 42,032 | Added |
| 12 | VEA | VANGUARD FTSE DEVELOPED MARKE | $12.2M | 1.92% | 170,781 | Trimmed |
| 13 | BOND | PIMCOTOTAL RETURN ETF | $12.1M | 1.90% | 130,793 | Added |
| 14 | BNDX | VANGUARD TOTAL INTERNATIONAL | $11.4M | 1.80% | 236,266 | Added |
| 15 | XSOE | WISDOMTREE EMMKTS EX-STT-OWND | $10.9M | 1.72% | 221,964 | Trimmed |
| 16 | SPYX | SPDR S&P 500 FOSSIL FUEL RESE | $10.8M | 1.69% | 176,006 | Trimmed |
| 17 | VXF | VANGUARD EXTENDED MARKET INDE | $8.3M | 1.30% | 33,605 | Trimmed |
| 18 | DFAX | DIMENSIONAL WORLD EX US CORE | $7.4M | 1.16% | 200,582 | Added |
| 19 | EFA | ISHARES MSCI EAFE INDEX ETF | $5.8M | 0.91% | 55,565 | Trimmed |
| 20 | SHV | ISHARES BARCLAYS SHORT TREASU | $5.3M | 0.83% | 47,941 | Added |
| 21 | ESGV | VANGUARD ESG US STOCK ETF | $5.1M | 0.80% | 38,529 | Trimmed |
| 22 | VTIP | VANGUARD ST TIPS BOND FD | $4.7M | 0.74% | 92,910 | Added |
| 23 | VMBS | VANGUARD MORTGAGE BACKED SEC | $4.0M | 0.63% | 85,270 | Added |
| 24 | DCOR | DIMENSIONAL US CORE EQUITY 1 | $3.4M | 0.53% | 40,920 | Added |
| 25 | ESGD | ISHARES ESG AWARE MSCI EAFE E | $3.3M | 0.51% | 31,704 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30