Sponsored

The Analysis of GOULD ASSET MANAGEMENT LLC /CA/'s Holdings & P&L

Currently, GOULD ASSET MANAGEMENT LLC /CA/ holds 171 types of securities in its portfolio with a total value $575.7M. In the most recent quarter, they have increased their positions in BNDX (+206.6K shares, valued at $9.9M), STIP (+62.5K shares, valued at $6.5M), BWX (+45.3K shares, valued at $993.8K); decreased their positions in GLDM (-79.9K shares, valued at $7.4M), BND (-8.7K shares, valued at $640.7K), N/A (-5.1K shares, valued at $452.2K); initiated new positions in BNDX (+206.6K shares, valued at $9.9M), TSM (+810 shares, valued at $273.7K), LMT (+400 shares, valued at $241.8K).

1M P&L

+14.4M+2.49%

3M P&L

+17.8M+3.10%

HY P&L

+36.7M+6.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A514.3M

91.2%

2Consumer Electronics10.3M

1.8%

3Oil & Gas Midstream5.0M

0.9%

Top Industries by Stock Count

1N/A96 stocks

61.1%

2Oil & Gas Midstream7 stocks

4.5%

3Drug Manufacturers - General5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY S&P 500 DEPOSITORY RECEIPT223.3K shares0.64%2026-03-312026-05-06

STIP ISHARES 0-5 YEAR TIPS BOND ET469.7K shares15.34%2026-03-312026-05-06

VGSH VANGUARD SHORT TERM TREASURY608.2K shares2.56%2026-03-312026-05-06

TLT ISHARES BARCLAYS 20 YEAR TRE262.3K shares3.38%2026-03-312026-05-06

VCSH VANGUARD SHORT-TERM CORPORATE257.2K shares4.39%2026-03-312026-05-06

BAB INVESCO TAXABLE MUNICIPAL BON668.1K shares2.18%2026-03-312026-05-06

BWX SPDR BARCLAYS INTL TREASURY B723.4K shares6.68%2026-03-312026-05-06

VNQ VANGUARD REIT INDEX ETF175.4K shares0.59%2026-03-312026-05-06

Sponsored

IVV ISHARES S&P 500 INDEX ETF21.7K shares0.08%2026-03-312026-05-06

BOND PIMCOTOTAL RETURN ETF126.0K shares4.11%2026-03-312026-05-06

VEA VANGUARD FTSE DEVELOPED MARKE180.2K shares-2.62%2026-03-312026-05-06

AAPL APPLE COMPUTER INC.40.5K shares1.01%2026-03-312026-05-06

BNDX VANGUARD TOTAL INTERNATIONAL206.6K sharesnew addition2026-03-312026-05-06

XSOE WISDOMTREE EMMKTS EX-STT-OWND245.4K shares-1.48%2026-03-312026-05-06

SPYX SPDR S&P 500 FOSSIL FUEL RESE182.4K shares1.70%2026-03-312026-05-06

GLDM SPDR GOLD MINISHARES TRUST90.4K shares-46.93%2026-03-312026-05-06

Sponsored

VXF VANGUARD EXTENDED MARKET INDE35.5K shares0.21%2026-03-312026-05-06

DFAX DIMENSIONAL WORLD EX US CORE197.3K shares-2.99%2026-03-312026-05-06

EFA ISHARES MSCI EAFE INDEX ETF57.1K shares13.97%2026-03-312026-05-06

SHV ISHARES BARCLAYS SHORT TREASU44.0K shares14.67%2026-03-312026-05-06

VTIP VANGUARD ST TIPS BOND FD91.2K shares-6.00%2026-03-312026-05-06

ESGV VANGUARD ESG US STOCK ETF38.9K shares3.59%2026-03-312026-05-06

VMBS VANGUARD MORTGAGE BACKED SEC82.8K shares24.25%2026-03-312026-05-06

ISHARES GOLD TRUST ISHARES GOLD TRUST38.2K shares-11.85%2026-03-312026-05-06

Sponsored

ESGD ISHARES ESG AWARE MSCI EAFE E32.8K shares3.13%2026-03-312026-05-06

MSFT MICROSOFT CORPORATION8.4K shares14.52%2026-03-312026-05-06

DCOR DIMENSIONAL US CORE EQUITY 138.4K shares17.18%2026-03-312026-05-06

SPSB SPDR PORTFOLIO SHORT TERM COR85.1K shares3.24%2026-03-312026-05-06

VSGX VANGUARD ESG INTERNATIONAL ST34.0K shares0.62%2026-03-312026-05-06

CMF ISHARES CALIFORNIA MUNI BOND42.8K shares-5.59%2026-03-312026-05-06

IDV ISHARES TR INTL SEL DIV ETF55.8K shares-4.39%2026-03-312026-05-06

USXF ISHARES ESG ADVANCED MSCI USA42.6K shares3.86%2026-03-312026-05-06

Sponsored

BROADCOM INC BROADCOM INC7.2K shares8.52%2026-03-312026-05-06

GLD SPDR GOLD TRUST ETF5.1K shares-8.44%2026-03-312026-05-06

XVV ISHARES ESG SCREENED S&P 50044.7K shares6.57%2026-03-312026-05-06

IBTH ISHARES IBONDS TERM TREASURY94.8K shares0.02%2026-03-312026-05-06

IBTG ISHARES IBONDS TERM TREASURY92.6K shares0.03%2026-03-312026-05-06

IBTI ISHARES IBONDS DEC 2028 TERM94.3K shares0.35%2026-03-312026-05-06

VGLT VANGUARD LONG-TERM TREASURY I36.6K shares-7.07%2026-03-312026-05-06

COST COSTCO WHOLESALE CORP.2.0K shares1.17%2026-03-312026-05-06

Sponsored

CRBN ISHARES MSCI ACWI LOW CARBON8.7K shares-7.33%2026-03-312026-05-06

WMT WAL-MART STORES INC15.4K shares-1.28%2026-03-312026-05-06

SUSA ISHARES MSCI USA ESG SELECT E13.4K shares7.92%2026-03-312026-05-06

BND VANGUARD TOTAL BOND MARKET ET23.6K shares-26.96%2026-03-312026-05-06

JPM JP MORGAN CHASE & CO.5.9K shares2.16%2026-03-312026-05-06

MDY SPDR S&P MID CAP 400 ETF2.8K shares-14.59%2026-03-312026-05-06

XOM EXXON MOBIL CORPORATION9.3K shares-1.06%2026-03-312026-05-06

DMXF ISHARES ESG ADVANCED MSCI EAF20.7K shares6.27%2026-03-312026-05-06

Sponsored

EWY ISHARES MSCI SOUTH KOREA INDE12.7K shares-2.84%2026-03-312026-05-06

XJH ISHARES ESG SCREENED S&P MID-34.1K shares7.07%2026-03-312026-05-06

LLY LILLY ELI & CO1.6K shares2.18%2026-03-312026-05-06

ESGU ISHARES ESG AWARE MSCI USA ET10.3K shares-1.10%2026-03-312026-05-06

IBDS ISHARES IBONDS DEC 2027 TERM56.9K shares0.01%2026-03-312026-05-06

IBDR ISHARES IBONDS DEC 2026 TERM56.6K shares0.14%2026-03-312026-05-06

IBDT ISHARES IBONDS DEC 2028 TERM53.7K shares0.42%2026-03-312026-05-06

EWT ISHARES MSCI TAIWAN INDEX ETF17.4K shares2.93%2026-03-312026-05-06

Sponsored

AMZN AMAZON.COM INC5.9K shares39.07%2026-03-312026-05-06

DVY ISHARES DOW JONES SELECT DIVI7.9K shares6.03%2026-03-312026-05-06

VYM VANGUARD HIGH DIVIDEND YIELD8.0K shares6.42%2026-03-312026-05-06

TRGP TARGA RESOURCES CORP4.7K shares0.00%2026-03-312026-05-06

V VISA INC CLASS A3.8K shares15.78%2026-03-312026-05-06

EWC ISHARES MSCI CANADA INDEX ETF20.7K shares0.80%2026-03-312026-05-06

TIP ISHARES BARCLAYS TIPS BOND ET10.2K shares15.18%2026-03-312026-05-06

CAT CATERPILLAR INC1.5K shares-0.64%2026-03-312026-05-06

Sponsored

VTV VANGUARD VALUE ETF5.5K shares-2.89%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX14.3K shares-5.19%2026-03-312026-05-06

SCHF SCHWAB INTERNATIONAL EQUITY E43.2K shares-1.82%2026-03-312026-05-06

SUB ISHARES S&P SHORT-TERM NATION9.8K shares8.50%2026-03-312026-05-06

PGX INVESCO PREFERRED ETF94.6K shares15.01%2026-03-312026-05-06

PEP PEPSICO INC6.5K shares-1.62%2026-03-312026-05-06

ALERIAN MLP ETF ALERIAN MLP ETF19.0K shares8.46%2026-03-312026-05-06

EWH ISHARES MSCI HONG KONG INDEX43.0K shares4.77%2026-03-312026-05-06

Sponsored

ESGE ISHARES ESG AWARE MSCI EMERGI21.0K shares-0.40%2026-03-312026-05-06

DFAU DIMENSIONAL US CORE EQUITY MA21.1K shares-0.19%2026-03-312026-05-06

HD HOME DEPOT INC COM2.9K shares-1.13%2026-03-312026-05-06

NVDA NVIDIA CORP COM5.3K shares106.72%2026-03-312026-05-06

DSI ISHARES MSCI KLD7.5K shares4.48%2026-03-312026-05-06

MUB ISHARES S&P NATL AMTFREE MUNI8.4K shares3.39%2026-03-312026-05-06

VWO VANGUARD EMERGING MARKETS ETF16.3K shares-3.04%2026-03-312026-05-06

EWS ISHARES MSCI SINGAPORE INDEX30.8K shares10.24%2026-03-312026-05-06

Sponsored

META META PLATFORMS, INC.1.4K shares0.00%2026-03-312026-05-06

EAGG ISHARES ESG U.S. AGGREGATE BO17.1K shares-4.23%2026-03-312026-05-06

MCD MCDONALDS CORP2.5K shares-2.26%2026-03-312026-05-06

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.3K shares-1.52%2026-03-312026-05-06

MA MASTERCARD INC CL A1.5K shares-5.24%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL CL BERKSHIRE HATHAWAY INC DEL CL1.6K shares1.89%2026-03-312026-05-06

OKE ONEOK INC CM (NEW)8.2K shares0.00%2026-03-312026-05-06

CVX CHEVRON CORP NEW3.4K shares0.00%2026-03-312026-05-06

Sponsored

ET ENERGY TRANSFER LP35.1K shares0.00%2026-03-312026-05-06

EPD ENTERPRISE PRODUCTS PARTNERS17.3K shares0.02%2026-03-312026-05-06

TRP TC ENERGY CORPCOM10.3K shares0.00%2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP.10.1K shares1.00%2026-03-312026-05-06

IYR ISHARES TR DOW JONES U S REAL6.7K shares-1.69%2026-03-312026-05-06

CSCO CISCO SYS INC8.1K shares3.16%2026-03-312026-05-06

EWW ISHARES MSCI MEXICO INVESTABL8.2K shares3.02%2026-03-312026-05-06

SUSB ISHARES ESG 1-5 YEAR USD CORP24.1K shares-0.68%2026-03-312026-05-06

Sponsored

EMXF ISHARES ESG ADVANCED MSCI EM12.6K shares-3.65%2026-03-312026-05-06

BAC BANK OF AMERICA COM12.2K shares3.36%2026-03-312026-05-06

ALPHABET INC CLASS A ALPHABET INC CLASS A2.1K shares12.59%2026-03-312026-05-06

TXN TEXAS INSTRUMENTS INC3.0K shares0.70%2026-03-312026-05-06

VCIT VANGUARD INTERMEDIATE TERM CO7.1K shares1.73%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON COM2.4K shares4.87%2026-03-312026-05-06

ENB ENBRIDGE INC10.6K shares0.00%2026-03-312026-05-06

IBMO ISHARES IBONDS DEC 2026 TERM21.8K shares0.16%2026-03-312026-05-06

Sponsored

IBMP ISHARES IBONDS DEC 2027 TERM21.9K shares0.14%2026-03-312026-05-06

BUNGE LIMITED BUNGE LIMITED4.4K shares2.31%2026-03-312026-05-06

EMD WESTERN ASSET EMERGING MARKET56.2K shares11.26%2026-03-312026-05-06

IBMQ ISHARES IBONDS DEC 2028 TERM21.6K shares0.91%2026-03-312026-05-06

PAA PLAINS ALL AMERICAN PIPELINE24.5K shares0.00%2026-03-312026-05-06

STPZ PIMCO 1-5 YEAR U.S. TIPS INDE10.1K shares-0.59%2026-03-312026-05-06

NEE NEXTERA ENERGY INC COM5.7K shares0.00%2026-03-312026-05-06

SYK STRYKER CORP1.6K shares1.21%2026-03-312026-05-06

Sponsored

GENERAL ELECTRIC COMPANY GENERAL ELECTRIC COMPANY1.7K shares24.66%2026-03-312026-05-06

ORCL ORACLE CORPORATION3.2K shares1.99%2026-03-312026-05-06

IEFA ISHARES TRUST CORE MSCI EAFE5.1K shares0.00%2026-03-312026-05-06

OEF ISHARES TR S&P 100 INDEX FUND1.4K shares0.00%2026-03-312026-05-06

FBND FIDELITY TOTAL BOND ETF9.7K shares-20.42%2026-03-312026-05-06

LOW LOWES COMPANIES1.9K shares1.04%2026-03-312026-05-06

KO COCA COLA CO5.7K shares1.76%2026-03-312026-05-06

PG PROCTER & GAMBLE CO3.0K shares1.39%2026-03-312026-05-06

Sponsored

ABT ABBOTT LABORATORIES4.0K shares-0.25%2026-03-312026-05-06

IBM INTL BUSINESS MACH1.7K shares0.42%2026-03-312026-05-06

BRF MARKET VECTORS BRAZIL SMALL C22.1K shares4.66%2026-03-312026-05-06

XJR ISHARES ESG SCREENED S&P SMAL9.2K shares5.35%2026-03-312026-05-06

VIG VANGUARD DIVIDEND APPRECIATIO1.8K shares33.14%2026-03-312026-05-06

VTI VANGUARD INDEX FDS VANGUARD T1.2K shares0.00%2026-03-312026-05-06

ALPHABET INC CLASS C ALPHABET INC CLASS C1.3K shares62.02%2026-03-312026-05-06

EEMS ISHARES INC MSCI EMRG MKTS SM5.4K shares7.41%2026-03-312026-05-06

Sponsored

ACCENTURE PLC ACCENTURE PLC1.9K shares-9.52%2026-03-312026-05-06

VALE VALE S.A. SPONS ADR REPR 1 CO22.5K shares0.40%2026-03-312026-05-06

BN BROOKFIELD CORP8.8K shares3.64%2026-03-312026-05-06

FXI ISHARES FTSE CHINA INDEX ETF9.9K shares7.09%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC2.9K shares3.41%2026-03-312026-05-06

EWA ISHARES MSCI AUSTRALIA INDEX12.3K shares11.97%2026-03-312026-05-06

EZA ISHARES MSCI SOUTH AFRICA IND5.0K shares0.10%2026-03-312026-05-06

CGW CLAYMORE S&P GLOBAL WATER ETF5.3K shares5.89%2026-03-312026-05-06

Sponsored

SMIN ISHARES MSCI INDIA SMALL-CAP5.6K shares17.05%2026-03-312026-05-06

UNP UNION PACIFIC CORP1.4K shares1.85%2026-03-312026-05-06

WFC WELLS FARGO & CO4.2K shares0.00%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-5.30%2026-03-312026-05-06

FAN FIRST TRUST GLOBAL WIND ENERG13.1K shares3.79%2026-03-312026-05-06

ITUB ITAU UNIBANCO HOLDING SA ADR37.0K shares-9.26%2026-03-312026-05-06

MOO MARKET VECTORS AGRIBUSINESS E3.7K shares6.55%2026-03-312026-05-06

SPGI S&P GLOBAL INC725 shares24.57%2026-03-312026-05-06

Sponsored

LINDE PLC LINDE PLC620 shares0.00%2026-03-312026-05-06

CRESY CRESUD S.A.C.I.F.Y.A. SPONS A23.8K shares3.78%2026-03-312026-05-06

GEV GE VERNOVA LLC COM346 shares5.81%2026-03-312026-05-06

JGH NUVEEN GLB HIGH INC FD24.6K shares11.20%2026-03-312026-05-06

NTR NUTRIEN LTD3.9K shares4.38%2026-03-312026-05-06

BMY BRISTOL MYERS SQUIBB4.9K shares2.31%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC345 shares8.83%2026-03-312026-05-06

NASDAQ 100 TR NASDAQ 100 TR500 shares0.00%2026-03-312026-05-06

Sponsored

BBD BANCO BRADESCO SA ADR78.8K shares2.34%2026-03-312026-05-06

IIF MORGAN STANLEY INDIA INVESTME13.6K shares25.52%2026-03-312026-05-06

COLO GLOBAL X FTSE COLOMBIA 20 ETF7.1K shares0.14%2026-03-312026-05-06

TSM TAIWANSEMICONDUCTOR MANUFACTU810 sharesnew addition2026-03-312026-05-06

HON HONEYWELL INTL INC1.2K shares-4.97%2026-03-312026-05-06

CTVA CORTEVA INC3.2K shares0.00%2026-03-312026-05-06

CB CHUBB CORP818 shares3.81%2026-03-312026-05-06

ABBV ABBVIE INC1.1K shares6.51%2026-03-312026-05-06

Sponsored

LMT LOCKHEED MARTIN CORP COM400 sharesnew addition2026-03-312026-05-06

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-05-06

IWB ISHARES RUSSELL 1000 ETF644 shares0.00%2026-03-312026-05-06

EIDO ISHARES MSCI INDONESIA ETF14.2K sharesnew addition2026-03-312026-05-06

PFE PFIZER INC.7.8K sharesnew addition2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC226 shares0.00%2026-03-312026-05-06

HYD VANECK VECTORS ETF TR HIGH YL4.3K shares0.47%2026-03-312026-05-06

INTU INTUIT INCORPORATED COM481 sharesnew addition2026-03-312026-05-06

Sponsored

ITW ILLINOIS TOOL WORKS796 sharesnew addition2026-03-312026-05-06

XLK SECTOR SPDR TR SHS BEN INT T1.6K shares0.00%2026-03-312026-05-06

IOVA IOVANCE BIOTHERAPEUTICS INC31.7K shares0.00%2026-03-312026-05-06

SPY

S&P 500 DEPOSITORY RECEIPT

0.64%

Shares223.3K

Event2026-03-31

Filed2026-05-06

STIP

ISHARES 0-5 YEAR TIPS BOND ET

15.34%

Shares469.7K

Event2026-03-31

Filed2026-05-06

VGSH

VANGUARD SHORT TERM TREASURY

2.56%

Shares608.2K

Event2026-03-31

Filed2026-05-06

TLT

ISHARES BARCLAYS 20 YEAR TRE

3.38%

Shares262.3K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SHORT-TERM CORPORATE

4.39%

Shares257.2K

Event2026-03-31

Filed2026-05-06

BAB

INVESCO TAXABLE MUNICIPAL BON

2.18%

Shares668.1K

Event2026-03-31

Filed2026-05-06

BWX

SPDR BARCLAYS INTL TREASURY B

6.68%

Shares723.4K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD REIT INDEX ETF

0.59%

Shares175.4K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES S&P 500 INDEX ETF

0.08%

Shares21.7K

Event2026-03-31

Filed2026-05-06

BOND

PIMCOTOTAL RETURN ETF

4.11%

Shares126.0K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD FTSE DEVELOPED MARKE

-2.62%

Shares180.2K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE COMPUTER INC.

1.01%

Shares40.5K

Event2026-03-31

Filed2026-05-06

BNDX

VANGUARD TOTAL INTERNATIONAL

New

Shares206.6K

Event2026-03-31

Filed2026-05-06

XSOE

WISDOMTREE EMMKTS EX-STT-OWND

-1.48%

Shares245.4K

Event2026-03-31

Filed2026-05-06

SPYX

SPDR S&P 500 FOSSIL FUEL RESE

1.70%

Shares182.4K

Event2026-03-31

Filed2026-05-06

GLDM

SPDR GOLD MINISHARES TRUST

-46.93%

Shares90.4K

Event2026-03-31

Filed2026-05-06

VXF

VANGUARD EXTENDED MARKET INDE

0.21%

Shares35.5K

Event2026-03-31

Filed2026-05-06

DFAX

DIMENSIONAL WORLD EX US CORE

-2.99%

Shares197.3K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES MSCI EAFE INDEX ETF

13.97%

Shares57.1K

Event2026-03-31

Filed2026-05-06

SHV

ISHARES BARCLAYS SHORT TREASU

14.67%

Shares44.0K

Event2026-03-31

Filed2026-05-06

VTIP

VANGUARD ST TIPS BOND FD

-6.00%

Shares91.2K

Event2026-03-31

Filed2026-05-06

ESGV

VANGUARD ESG US STOCK ETF

3.59%

Shares38.9K

Event2026-03-31

Filed2026-05-06

VMBS

VANGUARD MORTGAGE BACKED SEC

24.25%

Shares82.8K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TRUST

-11.85%

Shares38.2K

Event2026-03-31

Filed2026-05-06

ESGD

ISHARES ESG AWARE MSCI EAFE E

3.13%

Shares32.8K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORPORATION

14.52%

Shares8.4K

Event2026-03-31

Filed2026-05-06

DCOR

DIMENSIONAL US CORE EQUITY 1

17.18%

Shares38.4K

Event2026-03-31

Filed2026-05-06

SPSB

SPDR PORTFOLIO SHORT TERM COR

3.24%

Shares85.1K

Event2026-03-31

Filed2026-05-06

VSGX

VANGUARD ESG INTERNATIONAL ST

0.62%

Shares34.0K

Event2026-03-31

Filed2026-05-06

CMF

ISHARES CALIFORNIA MUNI BOND

-5.59%

Shares42.8K

Event2026-03-31

Filed2026-05-06

IDV

ISHARES TR INTL SEL DIV ETF

-4.39%

Shares55.8K

Event2026-03-31

Filed2026-05-06

USXF

ISHARES ESG ADVANCED MSCI USA

3.86%

Shares42.6K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

8.52%

Shares7.2K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TRUST ETF

-8.44%

Shares5.1K

Event2026-03-31

Filed2026-05-06

XVV

ISHARES ESG SCREENED S&P 500

6.57%

Shares44.7K

Event2026-03-31

Filed2026-05-06

IBTH

ISHARES IBONDS TERM TREASURY

0.02%

Shares94.8K

Event2026-03-31

Filed2026-05-06

IBTG

ISHARES IBONDS TERM TREASURY

0.03%

Shares92.6K

Event2026-03-31

Filed2026-05-06

IBTI

ISHARES IBONDS DEC 2028 TERM

0.35%

Shares94.3K

Event2026-03-31

Filed2026-05-06

VGLT

VANGUARD LONG-TERM TREASURY I

-7.07%

Shares36.6K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORP.

1.17%

Shares2.0K

Event2026-03-31

Filed2026-05-06

CRBN

ISHARES MSCI ACWI LOW CARBON

-7.33%

Shares8.7K

Event2026-03-31

Filed2026-05-06

WMT

WAL-MART STORES INC

-1.28%

Shares15.4K

Event2026-03-31

Filed2026-05-06

SUSA

ISHARES MSCI USA ESG SELECT E

7.92%

Shares13.4K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD TOTAL BOND MARKET ET

-26.96%

Shares23.6K

Event2026-03-31

Filed2026-05-06

JPM

JP MORGAN CHASE & CO.

2.16%

Shares5.9K

Event2026-03-31

Filed2026-05-06

MDY

SPDR S&P MID CAP 400 ETF

-14.59%

Shares2.8K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORPORATION

-1.06%

Shares9.3K

Event2026-03-31

Filed2026-05-06

DMXF

ISHARES ESG ADVANCED MSCI EAF

6.27%

Shares20.7K

Event2026-03-31

Filed2026-05-06

EWY

ISHARES MSCI SOUTH KOREA INDE

-2.84%

Shares12.7K

Event2026-03-31

Filed2026-05-06

XJH

ISHARES ESG SCREENED S&P MID-

7.07%

Shares34.1K

Event2026-03-31

Filed2026-05-06

LLY

LILLY ELI & CO

2.18%

Shares1.6K

Event2026-03-31

Filed2026-05-06

ESGU

ISHARES ESG AWARE MSCI USA ET

-1.10%

Shares10.3K

Event2026-03-31

Filed2026-05-06

IBDS

ISHARES IBONDS DEC 2027 TERM

0.01%

Shares56.9K

Event2026-03-31

Filed2026-05-06

IBDR

ISHARES IBONDS DEC 2026 TERM

0.14%

Shares56.6K

Event2026-03-31

Filed2026-05-06

IBDT

ISHARES IBONDS DEC 2028 TERM

0.42%

Shares53.7K

Event2026-03-31

Filed2026-05-06

EWT

ISHARES MSCI TAIWAN INDEX ETF

2.93%

Shares17.4K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON.COM INC

39.07%

Shares5.9K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES DOW JONES SELECT DIVI

6.03%

Shares7.9K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD HIGH DIVIDEND YIELD

6.42%

Shares8.0K

Event2026-03-31

Filed2026-05-06

TRGP

TARGA RESOURCES CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-06

VISA INC CLASS A

15.78%

Shares3.8K

Event2026-03-31

Filed2026-05-06

EWC

ISHARES MSCI CANADA INDEX ETF

0.80%

Shares20.7K

Event2026-03-31

Filed2026-05-06

TIP

ISHARES BARCLAYS TIPS BOND ET

15.18%

Shares10.2K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

-0.64%

Shares1.5K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD VALUE ETF

-2.89%

Shares5.5K

Event2026-03-31

Filed2026-05-06

VEU

VANGUARD INTL EQUITY INDEX

-5.19%

Shares14.3K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB INTERNATIONAL EQUITY E

-1.82%

Shares43.2K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES S&P SHORT-TERM NATION

8.50%

Shares9.8K

Event2026-03-31

Filed2026-05-06

PGX

INVESCO PREFERRED ETF

15.01%

Shares94.6K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

-1.62%

Shares6.5K

Event2026-03-31

Filed2026-05-06

ALERIAN MLP ETF

8.46%

Shares19.0K

Event2026-03-31

Filed2026-05-06

EWH

ISHARES MSCI HONG KONG INDEX

4.77%

Shares43.0K

Event2026-03-31

Filed2026-05-06

ESGE

ISHARES ESG AWARE MSCI EMERGI

-0.40%

Shares21.0K

Event2026-03-31

Filed2026-05-06

DFAU

DIMENSIONAL US CORE EQUITY MA

-0.19%

Shares21.1K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC COM

-1.13%

Shares2.9K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORP COM

106.72%

Shares5.3K

Event2026-03-31

Filed2026-05-06

DSI

ISHARES MSCI KLD

4.48%

Shares7.5K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES S&P NATL AMTFREE MUNI

3.39%

Shares8.4K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD EMERGING MARKETS ETF

-3.04%

Shares16.3K

Event2026-03-31

Filed2026-05-06

EWS

ISHARES MSCI SINGAPORE INDEX

10.24%

Shares30.8K

Event2026-03-31

Filed2026-05-06