The Analysis of GOULD ASSET MANAGEMENT LLC /CA/'s Holdings
Currently, GOULD ASSET MANAGEMENT LLC /CA/ holds 170 types of securities in its portfolio with a total value $538.5M. In the most recent quarter, they have increased their positions in BWX (+557.4K shares, valued at $12.8M), XSOE (+33.8K shares, valued at $1.3M), VGSH (+17.7K shares, valued at $1.0M); decreased their positions in STIP (-59.1K shares, valued at $6.1M), SPY (-8.9K shares, valued at $5.9M), GLDM (-40.0K shares, valued at $3.1M); initiated new positions in BWX (+557.4K shares, valued at $12.8M), GOOGL (+1.1K shares, valued at $261.2K), COLO (+7.0K shares, valued at $231.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY S&P 500 DEPOSITORY RECEIPT219.7K shares-3.89%2025-09-302025-10-28
VGSH VANGUARD SHORT TERM TREASURY571.6K shares3.20%2025-09-302025-10-28 STIP ISHARES 0-5 YEAR TIPS BOND ET301.0K shares-16.41%2025-09-302025-10-28 TLT ISHARES BARCLAYS 20 YEAR TRE255.4K shares-7.52%2025-09-302025-10-28 VCSH VANGUARD SHORT-TERM CORPORATE222.1K shares2.56%2025-09-302025-10-28 BAB INVESCO TAXABLE MUNICIPAL BON616.4K shares2.66%2025-09-302025-10-28 IVV ISHARES S&P 500 INDEX ETF22.8K shares0.68%2025-09-302025-10-28 GLDM SPDR GOLD MINISHARES TRUST196.1K shares-16.94%2025-09-302025-10-28 VNQ VANGUARD REIT INDEX ETF161.7K shares3.88%2025-09-302025-10-28 BWX SPDR BARCLAYS INTL TREASURY B557.4K sharesnew addition2025-09-302025-10-28 VEA VANGUARD FTSE DEVELOPED MARKE188.8K shares3.86%2025-09-302025-10-28 SPYX SPDR S&P 500 FOSSIL FUEL RESE183.1K shares5.47%2025-09-302025-10-28 AAPL APPLE COMPUTER INC.39.4K shares3.62%2025-09-302025-10-28 BOND PIMCOTOTAL RETURN ETF106.4K shares1.54%2025-09-302025-10-28 XSOE WISDOMTREE EMMKTS EX-STT-OWND255.7K shares15.25%2025-09-302025-10-28 VXF VANGUARD EXTENDED MARKET INDE37.1K shares-0.95%2025-09-302025-10-28 DFAX DIMENSIONAL WORLD EX US CORE190.9K shares4.18%2025-09-302025-10-28 VTIP VANGUARD ST TIPS BOND FD95.4K shares-20.70%2025-09-302025-10-28 EFA ISHARES MSCI EAFE INDEX ETF50.8K shares1.37%2025-09-302025-10-28 SHV ISHARES BARCLAYS SHORT TREASU42.0K shares3.22%2025-09-302025-10-28 ESGV VANGUARD ESG US STOCK ETF38.3K shares2.36%2025-09-302025-10-28 MSFT MICROSOFT CORPORATION7.4K shares2.69%2025-09-302025-10-28 IAU ISHARES GOLD TRUST45.6K shares-4.48%2025-09-302025-10-28 ESGD ISHARES ESG AWARE MSCI EAFE E32.9K shares3.75%2025-09-302025-10-28 VMBS VANGUARD MORTGAGE BACKED SEC59.0K shares1.98%2025-09-302025-10-28 CMF ISHARES CALIFORNIA MUNI BOND43.5K shares1.44%2025-09-302025-10-28 USXF ISHARES ESG ADVANCED MSCI USA42.7K shares0.00%2025-09-302025-10-28 BND VANGUARD TOTAL BOND MARKET ET32.6K shares-15.90%2025-09-302025-10-28 SPSB SPDR PORTFOLIO SHORT TERM COR79.3K shares-0.40%2025-09-302025-10-28 VSGX VANGUARD ESG INTERNATIONAL ST34.2K shares5.04%2025-09-302025-10-28 AVGO BROADCOM INC6.8K shares2.24%2025-09-302025-10-28 CRBN ISHARES MSCI ACWI LOW CARBON9.5K shares-2.71%2025-09-302025-10-28 IBTH ISHARES IBONDS TERM TREASURY94.6K shares1.42%2025-09-302025-10-28 IDV ISHARES TR INTL SEL DIV ETF58.3K shares-1.57%2025-09-302025-10-28 XVV ISHARES ESG SCREENED S&P 50041.0K shares3.50%2025-09-302025-10-28 GLD SPDR GOLD TRUST ETF5.9K shares-8.13%2025-09-302025-10-28 IBTG ISHARES IBONDS TERM TREASURY91.7K shares1.44%2025-09-302025-10-28 IBTF ISHARES IBONDS TERM TREASURY87.1K shares-5.13%2025-09-302025-10-28 MDY SPDR S&P MID CAP 400 ETF3.3K shares-25.76%2025-09-302025-10-28 COST COSTCO WHOLESALE CORP.2.1K shares14.07%2025-09-302025-10-28 DCOR DIMENSIONAL US CORE EQUITY 126.1K shares14.45%2025-09-302025-10-28 JPM JP MORGAN CHASE & CO.5.9K shares3.28%2025-09-302025-10-28 SUSA ISHARES MSCI USA ESG SELECT E13.1K shares-1.77%2025-09-302025-10-28 WMT WAL-MART STORES INC16.7K shares0.52%2025-09-302025-10-28 ESGU ISHARES ESG AWARE MSCI USA ET11.3K shares-0.82%2025-09-302025-10-28 DMXF ISHARES ESG ADVANCED MSCI EAF19.4K shares0.00%2025-09-302025-10-28 XJH ISHARES ESG SCREENED S&P MID-32.2K shares-0.12%2025-09-302025-10-28 IBDS ISHARES IBONDS DEC 2027 TERM57.0K shares2.20%2025-09-302025-10-28 IBDR ISHARES IBONDS DEC 2026 TERM56.2K shares2.24%2025-09-302025-10-28 HD HOME DEPOT INC COM3.3K shares0.61%2025-09-302025-10-28 IBDQ ISHARES IBONDS DEC 2025 TERM52.4K shares-0.28%2025-09-302025-10-28 VEU VANGUARD INTL EQUITY INDEX18.1K shares-4.67%2025-09-302025-10-28 LLY LILLY ELI & CO1.6K shares0.00%2025-09-302025-10-28 VGLT VANGUARD LONG-TERM TREASURY I20.8K shares-29.98%2025-09-302025-10-28 V VISA INC CLASS A3.4K shares1.19%2025-09-302025-10-28 EWC ISHARES MSCI CANADA INDEX ETF22.4K shares22.24%2025-09-302025-10-28 XOM EXXON MOBIL CORPORATION9.9K shares1.36%2025-09-302025-10-28 SCHF SCHWAB INTERNATIONAL EQUITY E46.4K shares3.18%2025-09-302025-10-28 PEP PEPSICO INC7.7K shares1.78%2025-09-302025-10-28 EWT ISHARES MSCI TAIWAN INDEX ETF16.9K shares2.55%2025-09-302025-10-28 META META PLATFORMS, INC.1.4K shares0.00%2025-09-302025-10-28 EWY ISHARES MSCI SOUTH KOREA INDE13.0K shares3.17%2025-09-302025-10-28 VYM VANGUARD HIGH DIVIDEND YIELD7.2K shares-2.96%2025-09-302025-10-28 DVY ISHARES DOW JONES SELECT DIVI7.1K shares-1.79%2025-09-302025-10-28 VWO VANGUARD EMERGING MARKETS ETF18.4K shares1.77%2025-09-302025-10-28 BSX BOSTON SCIENTIFIC CORP.10.2K shares0.00%2025-09-302025-10-28 VTV VANGUARD VALUE ETF5.3K shares-7.55%2025-09-302025-10-28 ORCL ORACLE CORPORATION3.4K shares1.66%2025-09-302025-10-28 ESGE ISHARES ESG AWARE MSCI EMERGI22.2K shares-0.22%2025-09-302025-10-28 MA MASTERCARD INC CL A1.7K shares3.12%2025-09-302025-10-28 DFAU DIMENSIONAL US CORE EQUITY MA20.3K shares2.52%2025-09-302025-10-28 AMZN AMAZON.COM INC4.2K shares0.00%2025-09-302025-10-28 TIP ISHARES BARCLAYS TIPS BOND ET8.3K shares1.10%2025-09-302025-10-28 EWH ISHARES MSCI HONG KONG INDEX40.5K shares2.59%2025-09-302025-10-28 PGX INVESCO PREFERRED ETF75.0K shares-6.31%2025-09-302025-10-28 DSI ISHARES MSCI KLD6.7K shares29.43%2025-09-302025-10-28 VOO VANGUARD S&P 500 ETF1.4K shares0.00%2025-09-302025-10-28 MUB ISHARES S&P NATL AMTFREE MUNI7.8K shares9.76%2025-09-302025-10-28 EAGG ISHARES ESG U.S. AGGREGATE BO16.8K shares-2.01%2025-09-302025-10-28 MCD MCDONALDS CORP2.6K shares1.63%2025-09-302025-10-28 EWS ISHARES MSCI SINGAPORE INDEX27.9K shares1.73%2025-09-302025-10-28 TRGP TARGA RESOURCES CORP4.7K shares-24.44%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL CL1.6K shares-6.51%2025-09-302025-10-28 CAT CATERPILLAR INC1.6K shares0.00%2025-09-302025-10-28 AMLP ALERIAN MLP ETF15.9K shares2.73%2025-09-302025-10-28 SUB ISHARES S&P SHORT-TERM NATION6.6K shares4.21%2025-09-302025-10-28 ENB ENBRIDGE INC13.6K shares10.15%2025-09-302025-10-28 PG PROCTER & GAMBLE CO4.5K shares2.56%2025-09-302025-10-28 ABT ABBOTT LABORATORIES4.9K shares5.49%2025-09-302025-10-28 SYK STRYKER CORP1.7K shares4.68%2025-09-302025-10-28 ET ENERGY TRANSFER LP35.1K shares-3.90%2025-09-302025-10-28 OKE ONEOK INC CM (NEW)8.2K shares11.87%2025-09-302025-10-28 EMXF ISHARES ESG ADVANCED MSCI EM13.0K shares0.00%2025-09-302025-10-28 TXN TEXAS INSTRUMENTS INC3.1K shares5.27%2025-09-302025-10-28 CSCO CISCO SYS INC8.3K shares2.05%2025-09-302025-10-28 SUSB ISHARES ESG 1-5 YEAR USD CORP22.2K shares-3.60%2025-09-302025-10-28 TRP TC ENERGY CORPCOM10.3K shares14.72%2025-09-302025-10-28 IBMP ISHARES IBONDS DEC 2027 TERM21.9K shares5.64%2025-09-302025-10-28 STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX10.3K shares0.00%2025-09-302025-10-28 IYR ISHARES TR DOW JONES U S REAL5.7K shares-1.04%2025-09-302025-10-28 IBMO ISHARES IBONDS DEC 2026 TERM21.5K shares5.72%2025-09-302025-10-28 VCIT VANGUARD INTERMEDIATE TERM CO6.6K shares3.72%2025-09-302025-10-28 EWW ISHARES MSCI MEXICO INVESTABL8.0K shares4.53%2025-09-302025-10-28 EPD ENTERPRISE PRODUCTS PARTNERS17.3K shares16.71%2025-09-302025-10-28 ACN ACCENTURE PLC2.2K shares3.41%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON COM2.8K shares5.11%2025-09-302025-10-28 IBMN ISHARES IBONDS DEC 2025 TERM19.1K shares0.00%2025-09-302025-10-28 UNP UNION PACIFIC CORP2.1K shares-1.27%2025-09-302025-10-28 EMD WESTERN ASSET EMERGING MARKET48.1K shares4.45%2025-09-302025-10-28 IEFA ISHARES TRUST CORE MSCI EAFE5.7K shares10.93%2025-09-302025-10-28 BAC BANK OF AMERICA COM9.5K shares0.00%2025-09-302025-10-28 OEF ISHARES TR S&P 100 INDEX FUND1.4K shares0.00%2025-09-302025-10-28 LOW LOWES COMPANIES1.9K shares0.00%2025-09-302025-10-28 CVX CHEVRON CORP NEW3.0K shares42.59%2025-09-302025-10-28 GE GENERAL ELECTRIC COMPANY1.5K shares0.00%2025-09-302025-10-28 NEE NEXTERA ENERGY INC COM5.8K shares0.00%2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC2.3K shares0.00%2025-09-302025-10-28 PAA PLAINS ALL AMERICAN PIPELINE24.5K shares19.53%2025-09-302025-10-28 ABBV ABBVIE INC1.8K shares-4.78%2025-09-302025-10-28 KO COCA COLA CO6.1K shares3.81%2025-09-302025-10-28 WFC WELLS FARGO & CO4.8K shares0.00%2025-09-302025-10-28 BG BUNGE LIMITED4.9K shares4.95%2025-09-302025-10-28 BN BROOKFIELD CORP5.7K shares0.00%2025-09-302025-10-28 VTI VANGUARD INDEX FDS VANGUARD T1.2K shares2.60%2025-09-302025-10-28 IBM INTL BUSINESS MACH1.4K shares0.00%2025-09-302025-10-28 LIN LINDE PLC814 shares-1.21%2025-09-302025-10-28 FXI ISHARES FTSE CHINA INDEX ETF9.2K shares0.00%2025-09-302025-10-28 XJR ISHARES ESG SCREENED S&P SMAL8.7K shares0.87%2025-09-302025-10-28 PFE PFIZER INC.14.2K shares-6.48%2025-09-302025-10-28 SMIN ISHARES MSCI INDIA SMALL-CAP4.8K shares1.91%2025-09-302025-10-28 BRF MARKET VECTORS BRAZIL SMALL C21.1K shares6.69%2025-09-302025-10-28 EEMS ISHARES INC MSCI EMRG MKTS SM5.0K shares2.88%2025-09-302025-10-28 EZA ISHARES MSCI SOUTH AFRICA IND5.0K shares2.03%2025-09-302025-10-28 CGW CLAYMORE S&P GLOBAL WATER ETF5.0K shares2.04%2025-09-302025-10-28 HON HONEYWELL INTL INC1.5K shares0.00%2025-09-302025-10-28 LMT LOCKHEED MARTIN CORP COM610 shares0.00%2025-09-302025-10-28 VCLT VANGUARD LONG TERM CORPORATE3.9K shares-33.97%2025-09-302025-10-28 QQQ NASDAQ 100 TR500 shares0.00%2025-09-302025-10-28 JGH NUVEEN GLB HIGH INC FD22.1K shares4.43%2025-09-302025-10-28 EWA ISHARES MSCI AUSTRALIA INDEX11.0K shares4.45%2025-09-302025-10-28 VIG VANGUARD DIVIDEND APPRECIATIO1.4K shares9.48%2025-09-302025-10-28 UNH UNITEDHEALTH GROUP848 shares0.00%2025-09-302025-10-28 ITUB ITAU UNIBANCO HOLDING SA ADR39.6K shares3.48%2025-09-302025-10-28 SPGI S&P GLOBAL INC593 shares0.00%2025-09-302025-10-28 DIS DISNEY WALT CO2.5K shares-7.32%2025-09-302025-10-28 IIF MORGAN STANLEY INDIA INVESTME10.9K shares3.63%2025-09-302025-10-28 NVDA NVIDIA CORP COM1.5K shares0.00%2025-09-302025-10-28 MRK MERCK & CO INC3.2K shares-5.84%2025-09-302025-10-28 GOOGL ALPHABET INC CLASS A1.1K sharesnew addition2025-09-302025-10-28 BBD BANCO BRADESCO SA ADR77.0K shares5.77%2025-09-302025-10-28 BLK BLACKROCK INC222 shares0.00%2025-09-302025-10-28 MOO MARKET VECTORS AGRIBUSINESS E3.4K shares4.88%2025-09-302025-10-28 VALE VALE S.A. SPONS ADR REPR 1 CO22.4K shares7.17%2025-09-302025-10-28 FAN FIRST TRUST GLOBAL WIND ENERG12.7K shares3.56%2025-09-302025-10-28 ADP AUTOMATIC DATA PROCESSING INC822 shares7.17%2025-09-302025-10-28 IWB ISHARES RUSSELL 1000 ETF644 shares0.00%2025-09-302025-10-28 SIXG DEFIANCE CONNECTIVE TECHNOLOG3.8K shares0.00%2025-09-302025-10-28 COLO GLOBAL X FTSE COLOMBIA 20 ETF7.0K sharesnew addition2025-09-302025-10-28 CB CHUBB CORP816 shares5.43%2025-09-302025-10-28 XLK SECTOR SPDR TR SHS BEN INT T804 sharesnew addition2025-09-302025-10-28 GEV GE VERNOVA LLC COM368 sharesnew addition2025-09-302025-10-28 NTR NUTRIEN LTD3.8K shares4.43%2025-09-302025-10-28 CTVA CORTEVA INC3.2K shares0.00%2025-09-302025-10-28 BMY BRISTOL MYERS SQUIBB4.8K shares-0.83%2025-09-302025-10-28 CRESY CRESUD S.A.C.I.F.Y.A. SPONS A22.7K shares1.66%2025-09-302025-10-28 ITW ILLINOIS TOOL WORKS796 sharesnew addition2025-09-302025-10-28 DUK DUKE ENERGY CORP NEW COM1.7K sharesnew addition2025-09-302025-10-28 TSLA TESLA MTRS INC450 sharesnew addition2025-09-302025-10-28 IOVA IOVANCE BIOTHERAPEUTICS INC11.7K shares0.00%2025-09-302025-10-28 CRESW CRESUD S. A. C. I. F. Y. A. W30.4K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available