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 $575.7M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($145.2M, 25.23%), STIP ($48.6M, 8.44%), VGSH ($35.6M, 6.18%), TLT ($22.7M, 3.95%), VCSH ($20.4M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 DEPOSITORY RECEIPT | $145.2M | 25.23% | 223,338 | Added |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ET | $48.6M | 8.44% | 469,722 | Added |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY | $35.6M | 6.18% | 608,248 | Added |
| 4 | TLT | ISHARES BARCLAYS 20 YEAR TRE | $22.7M | 3.95% | 262,280 | Added |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE | $20.4M | 3.54% | 257,157 | Added |
| 6 | BAB | INVESCO TAXABLE MUNICIPAL BON | $18.0M | 3.13% | 668,113 | Added |
| 7 | BWX | SPDR BARCLAYS INTL TREASURY B | $15.9M | 2.76% | 723,388 | Added |
| 8 | VNQ | VANGUARD REIT INDEX ETF | $15.6M | 2.70% | 175,363 | Added |
| 9 | IVV | ISHARES S&P 500 INDEX ETF | $14.2M | 2.46% | 21,722 | Added |
| 10 | BOND | PIMCOTOTAL RETURN ETF | $11.6M | 2.02% | 125,987 | Added |
| 11 | VEA | VANGUARD FTSE DEVELOPED MARKE | $11.5M | 2.01% | 180,190 | Trimmed |
| 12 | AAPL | APPLE COMPUTER INC. | $10.3M | 1.79% | 40,519 | Added |
| 13 | BNDX | VANGUARD TOTAL INTERNATIONAL | $9.9M | 1.72% | 206,595 | New |
| 14 | XSOE | WISDOMTREE EMMKTS EX-STT-OWND | $9.8M | 1.71% | 245,444 | Trimmed |
| 15 | SPYX | SPDR S&P 500 FOSSIL FUEL RESE | $9.7M | 1.68% | 182,436 | Added |
| 16 | GLDM | SPDR GOLD MINISHARES TRUST | $8.4M | 1.46% | 90,390 | Trimmed |
| 17 | VXF | VANGUARD EXTENDED MARKET INDE | $7.3M | 1.27% | 35,531 | Added |
| 18 | DFAX | DIMENSIONAL WORLD EX US CORE | $6.7M | 1.16% | 197,277 | Trimmed |
| 19 | EFA | ISHARES MSCI EAFE INDEX ETF | $5.5M | 0.96% | 57,125 | Added |
| 20 | SHV | ISHARES BARCLAYS SHORT TREASU | $4.9M | 0.84% | 44,041 | Added |
| 21 | VTIP | VANGUARD ST TIPS BOND FD | $4.6M | 0.79% | 91,184 | Trimmed |
| 22 | ESGV | VANGUARD ESG US STOCK ETF | $4.4M | 0.76% | 38,914 | Added |
| 23 | VMBS | VANGUARD MORTGAGE BACKED SEC | $3.9M | 0.68% | 82,818 | Added |
| 24 | IAU | ISHARES GOLD TRUST | $3.4M | 0.58% | 38,159 | Trimmed |
| 25 | ESGD | ISHARES ESG AWARE MSCI EAFE E | $3.1M | 0.54% | 32,774 | Added |
Source: SEC Form 13F filings · as of 2026-03-31