GOULD ASSET MANAGEMENT LLC /CA/ 13F Holdings

Read this manager's filing book

Step 1 of 3

Disclosed positions

GOULD ASSET MANAGEMENT LLC /CA/: source evidence dated 2026-08-07T03:59:59.999Z.

Issuer: S&P 500 DEPOSITORY RECEIPT
Ticker: SPY
Class: TR UNIT
Reported value: $166,754,665
Reported amount: 223,301
Unit: SH
Option: None

What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001437749-26-026337

What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings

What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Filter rows

Scroll sideways to compare all columns. Select a heading to sort.


S&P 500 DEPOSITORY RECEIPT	SPY	TR UNIT	$166,754,665	223,301	SH	None
ISHARES 0-5 YEAR TIPS BOND ET	STIP	0-5 YR TIPS ETF	$48,247,770	472,277	SH	None
VANGUARD SHORT TERM TREASURY	VGSH	SHORT TERM TREAS	$37,802,285	649,524	SH	None
ISHARES BARCLAYS 20 YEAR TRE	TLT	20 YR TR BD ETF	$23,887,940	276,417	SH	None
VANGUARD SHORT-TERM CORPORATE	VCSH	SHRT TRM CORP BD	$20,804,224	263,245	SH	None
INVESCO TAXABLE MUNICIPAL BON	BAB	TAXABLE MUN BD	$18,932,779	705,394	SH	None
VANGUARD REIT INDEX ETF	VNQ	REAL ESTATE ETF	$17,984,491	186,503	SH	None
SPDR GOLD MINISHARES TRUST	GLDM	SPDR GLD MINIS	$17,311,158	217,970	SH	None
SPDR BARCLAYS INTL TREASURY B	BWX	ST INTL BBG ETF	$16,371,469	755,142	SH	None
ISHARES S&P 500 INDEX ETF	IVV	CORE S&P500 ETF	$15,369,292	20,523	SH	None
VANGUARD FTSE DEVELOPED MARKE	VEA	VAN FTSE DEV MKT	$12,168,166	170,781	SH	None
APPLE COMPUTER INC.	AAPL	COM	$12,162,453	42,032	SH	None
PIMCOTOTAL RETURN ETF	BOND	ACTIVE BD ETF	$12,060,399	130,793	SH	None
VANGUARD TOTAL INTERNATIONAL	BNDX	TOTAL INT BD ETF	$11,442,367	236,266	SH	None
WISDOMTREE EMMKTS EX-STT-OWND	XSOE	EM EX ST-OWNED	$10,916,173	221,964	SH	None
SPDR S&P 500 FOSSIL FUEL RESE	SPYX	ST STR SP500FF	$10,753,967	176,006	SH	None
VANGUARD EXTENDED MARKET INDE	VXF	EXTEND MKT ETF	$8,273,996	33,605	SH	None
DIMENSIONAL WORLD EX US CORE	DFAX	WORLD EX US CORE	$7,389,439	200,582	SH	None
ISHARES MSCI EAFE INDEX ETF	EFA	MSCI EAFE ETF	$5,772,092	55,565	SH	None
ISHARES BARCLAYS SHORT TREASU	SHV	TRUST ISHARE 0-1	$5,290,289	47,941	SH	None
VANGUARD ESG US STOCK ETF	ESGV	ESG US STK ETF	$5,095,046	38,529	SH	None
VANGUARD ST TIPS BOND FD	VTIP	STRM INFPROIDX	$4,666,876	92,910	SH	None
VANGUARD MORTGAGE BACKED SEC	VMBS	MTG-BKD SECS ETF	$3,991,489	85,270	SH	None
DIMENSIONAL US CORE EQUITY 1	DCOR	US COR EQU 1 ETF	$3,354,633	40,920	SH	None
ISHARES ESG AWARE MSCI EAFE E	ESGD	ESG AW MSCI EAFE	$3,259,488	31,704	SH	None
VANGUARD ESG INTERNATIONAL ST	VSGX	ESG INTL STK ETF	$3,004,672	36,491	SH	None
MICROSOFT CORPORATION	MSFT	COM	$2,993,758	8,026	SH	None
ISHARES ESG ADVANCED MSCI USA	USXF	ESG MSCI USA ETF	$2,941,902	42,360	SH	None
ISHARES GOLD TRUST	IAU	ISHARES NEW	$2,861,829	37,900	SH	None
SPDR PORTFOLIO SHORT TERM COR	SPSB	ST SHOR CORP ETF	$2,559,673	85,294	SH	None
ISHARES MSCI SOUTH KOREA INDE	EWY	MSCI STH KOR ETF	$2,555,448	12,657	SH	None
ISHARES ESG SCREENED S&P 500	XVV	ESG SELECT SCRE	$2,553,733	44,968	SH	None
ISHARES CALIFORNIA MUNI BOND	CMF	CALIF MUN BD ETF	$2,540,771	44,080	SH	None
ISHARES TR INTL SEL DIV ETF	IDV	INTL SEL DIV ETF	$2,248,820	54,280	SH	None
BROADCOM INC	AVGO	COM	$2,222,303	5,883	SH	None
ISHARES MSCI ACWI LOW CARBON	CRBN	LOW CA OP MS ETF	$2,164,158	8,555	SH	None
ISHARES IBONDS TERM TREASURY	IBTH	IBONDS 27 TRM TS	$2,160,047	96,560	SH	None
ISHARES IBONDS TERM TREASURY	IBTG	IBONDS 26 TRM TS	$2,151,575	93,996	SH	None
ISHARES IBONDS DEC 2028 TERM	IBTI	IBONDS 28 TRM TS	$2,135,624	96,460	SH	None
LILLY ELI & CO	LLY	COM	$2,041,430	1,702	SH	None
JP MORGAN CHASE & CO.	JPM	COM	$1,984,765	6,064	SH	None
SPDR S&P MID CAP 400 ETF	MDY	UTSER1 S&PDCRP	$1,945,438	2,766	SH	None
ISHARES MSCI TAIWAN INDEX ETF	EWT	MSCI TAIWAN ETF	$1,887,099	17,375	SH	None
ISHARES ESG SCREENED S&P MID-	XJH	ESG SELECT SCRE	$1,875,575	35,965	SH	None
SPDR GOLD TRUST ETF	GLD	GOLD SHS	$1,873,765	5,087	SH	None
ISHARES MSCI USA ESG SELECT E	SUSA	ESG OPTIMIZED	$1,835,553	11,896	SH	None
COSTCO WHOLESALE CORP.	COST	COM	$1,834,379	1,961	SH	None
ISHARES ESG ADVANCED MSCI EAF	DMXF	ESG EAFE ETF	$1,748,682	20,670	SH	None
VANGUARD TOTAL BOND MARKET ET	BND	TOTAL BND MRKT	$1,680,208	22,888	SH	None
WAL-MART STORES INC	WMT	COM	$1,667,265	14,721	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.