GOULD ASSET MANAGEMENT LLC /CA/

Est. AUM

$561.8M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	S&P 500 DEPOSITORY RECEIPT	TR UNIT	$145.2M	223338	25.85%	SOLE
2	ISHARES 0-5 YEAR TIPS BOND ET	0-5 YR TIPS ETF	$48.6M	469722	8.65%	SOLE
3	VANGUARD SHORT TERM TREASURY	SHORT TERM TREAS	$35.6M	608248	6.34%	SOLE
4	ISHARES BARCLAYS 20 YEAR TRE	20 YR TR BD ETF	$22.7M	262280	4.05%	SOLE
5	VANGUARD SHORT-TERM CORPORATE	SHRT TRM CORP BD	$20.4M	257157	3.63%	SOLE
6	INVESCO TAXABLE MUNICIPAL BON	TAXABLE MUN BD	$18.0M	668113	3.21%	SOLE
7	SPDR BARCLAYS INTL TREASURY B	BLOOMBERG INTL T	$15.9M	723388	2.83%	SOLE
8	VANGUARD REIT INDEX ETF	REAL ESTATE ETF	$15.6M	175363	2.77%	SOLE
9	ISHARES S&P 500 INDEX ETF	CORE S&P500 ETF	$14.2M	21722	2.53%	SOLE
10	PIMCOTOTAL RETURN ETF	ACTIVE BD ETF	$11.6M	125987	2.07%	SOLE
11	VANGUARD FTSE DEVELOPED MARKE	VAN FTSE DEV MKT	$11.5M	180190	2.06%	SOLE
12	APPLE COMPUTER INC.	COM	$10.3M	40519	1.83%	SOLE
13	VANGUARD TOTAL INTERNATIONAL	TOTAL INT BD ETF	$9.9M	206595	1.77%	SOLE
14	WISDOMTREE EMMKTS EX-STT-OWND	EM EX ST-OWNED	$9.8M	245444	1.75%	SOLE
15	SPDR S&P 500 FOSSIL FUEL RESE	STATE STREET SPD	$9.7M	182436	1.72%	SOLE
16	SPDR GOLD MINISHARES TRUST	SPDR GLD MINIS	$8.4M	90390	1.49%	SOLE
17	VANGUARD EXTENDED MARKET INDE	EXTEND MKT ETF	$7.3M	35531	1.30%	SOLE
18	DIMENSIONAL WORLD EX US CORE	WORLD EX US CORE	$6.7M	197277	1.19%	SOLE
19	ISHARES MSCI EAFE INDEX ETF	MSCI EAFE ETF	$5.5M	57125	0.99%	SOLE
20	ISHARES BARCLAYS SHORT TREASU	TRUST ISHARE 0-1	$4.9M	44041	0.87%	SOLE
21	VANGUARD ST TIPS BOND FD	STRM INFPROIDX	$4.6M	91184	0.81%	SOLE
22	VANGUARD ESG US STOCK ETF	ESG US STK ETF	$4.4M	38914	0.78%	SOLE
23	VANGUARD MORTGAGE BACKED SEC	MTG-BKD SECS ETF	$3.9M	82818	0.69%	SOLE
24	ISHARES GOLD TRUST	ISHARES NEW	$3.4M	38159	0.60%	SOLE
25	ISHARES ESG AWARE MSCI EAFE E	ESG AW MSCI EAFE	$3.1M	32774	0.56%	SOLE
26	MICROSOFT CORPORATION	COM	$3.1M	8352	0.55%	SOLE
27	DIMENSIONAL US CORE EQUITY 1	US CORE EQUITY 1	$2.8M	38444	0.49%	SOLE
28	SPDR PORTFOLIO SHORT TERM COR	STATE STREET SPD	$2.6M	85140	0.46%	SOLE
29	VANGUARD ESG INTERNATIONAL ST	ESG INTL STK ETF	$2.4M	34001	0.43%	SOLE
30	ISHARES CALIFORNIA MUNI BOND	CALIF MUN BD ETF	$2.4M	42780	0.43%	SOLE
31	ISHARES TR INTL SEL DIV ETF	INTL SEL DIV ETF	$2.4M	55805	0.42%	SOLE
32	BROADCOM INC	COM	$2.2M	7182	0.40%	SOLE
33	SPDR GOLD TRUST ETF	GOLD SHS	$2.2M	5120	0.39%	SOLE
34	ISHARES IBONDS TERM TREASURY	IBONDS 27 TRM TS	$2.1M	94800	0.38%	SOLE
35	VANGUARD LONG-TERM TREASURY I	LONG TERM TREAS	$2.0M	36622	0.36%	SOLE
36	COSTCO WHOLESALE CORP.	COM	$2.0M	1989	0.35%	SOLE
37	ISHARES MSCI ACWI LOW CARBON	LOW CARBON OPTIM	$1.9M	8720	0.35%	SOLE
38	WAL-MART STORES INC	COM	$1.9M	15382	0.34%	SOLE
39	ISHARES MSCI USA ESG SELECT E	ESG OPTIMIZED	$1.8M	13391	0.31%	SOLE
40	JP MORGAN CHASE & CO.	COM	$1.7M	5901	0.31%	SOLE
41	VANGUARD TOTAL BOND MARKET ET	TOTAL BND MRKT	$1.7M	23578	0.31%	SOLE
42	SPDR S&P MID CAP 400 ETF	UTSER1 S&PDCRP	$1.7M	2781	0.31%	SOLE
43	EXXON MOBIL CORPORATION	COM	$1.6M	9306	0.28%	SOLE
44	ISHARES MSCI SOUTH KOREA INDE	MSCI STH KOR ETF	$1.6M	12657	0.28%	SOLE
45	LILLY ELI & CO	COM	$1.5M	1597	0.26%	SOLE
46	ISHARES ESG AWARE MSCI USA ET	ESG AWR MSCI USA	$1.5M	10341	0.26%	SOLE
47	ISHARES IBONDS DEC 2027 TERM	IBONDS 27 ETF	$1.4M	56945	0.25%	SOLE
48	ISHARES IBONDS DEC 2026 TERM	IBONDS DEC2026	$1.4M	56640	0.24%	SOLE
49	ISHARES IBONDS DEC 2028 TERM	IBDS DEC28 ETF	$1.4M	53670	0.24%	SOLE
50	ISHARES MSCI TAIWAN INDEX ETF	MSCI TAIWAN ETF	$1.2M	17375	0.22%	SOLE

1–50 of 162

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.