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CIK: 0001091961
Total reported value
$634.8M
$634.8M
166 檔
39.8%
According to the latest 13F quarterly dataset, Gould Asset Management LLC /ca/ managed an equity portfolio of $634.8M at the end of Q2 2025, spanning 166 distinct U.S. exchange-listed positions.
During Q2 2025, Gould Asset Management LLC /ca/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 27.67% | +1.04% | -6.10% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.26% | -0.84% | +15.16% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.38% | -0.22% | +7.90% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.77% | -0.19% | +9.81% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.37% | -0.26% | +4.72% | |
| 6 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 3.12% | -0.15% | +7.25% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.03% | +1.27% | -6.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | -0.04% | -3.81% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.71% | +0.13% | +3.33% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.03% | -0.09% | -6.55% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.89% | -0.12% | +2.51% | |
| 12 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.73% | +0.01% | -1.99% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.13% | -2.84% | |
| 14 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.50% | +0.01% | -5.47% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.42% | +0.03% | -2.37% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.18% | -0.05% | -0.13% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.05% | — | -2.37% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.88% | -0.01% | +2.25% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.88% | -0.05% | +5.57% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.80% | +0.04% | -0.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.07% | -6.08% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.13% | -8.31% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.56% | -0.04% | -2.65% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.55% | -0.03% | -0.46% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.53% | -0.05% | +5.87% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | +0.01% | -32.44% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.47% | -0.04% | -0.47% | |
| 28 | CMF | Ishares California Muni Bond | ETF-Other | 0.47% | -0.02% | -12.39% | |
| 29 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.45% | +0.05% | — | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.42% | — | +4.20% | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.42% | +0.05% | -1.42% | |
| 32 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.41% | -0.03% | +3.49% | |
| 33 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.41% | -0.03% | +5.19% | |
| 34 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.41% | — | -1.76% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.40% | -0.06% | -8.19% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.08% | -7.82% | |
| 37 | XVV | Ishares Esg Select Screened | ETF-Other | 0.37% | +0.02% | +1.74% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.04% | -3.54% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.05% | -3.80% | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.33% | -0.02% | — | |
| 41 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.33% | -0.10% | -33.40% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.01% | -5.06% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.07% | -1.57% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.30% | — | -3.98% | |
| 45 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.30% | +0.05% | +19.46% | |
| 46 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.28% | +0.01% | — | |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.26% | -0.02% | +5.48% | |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.26% | +0.03% | -0.72% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.02% | +5.55% | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.26% | — | +5.58% |
According to official SEC Form 13F filings, Gould Asset Management LLC /ca/ reported a total U.S. public equity portfolio value of $634.8M across 166 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, STIP, VGSH) accounted for 39.8% of total reported equity market value during Q2 2025.
During Q2 2025, Gould Asset Management LLC /ca/'s top holdings by market value included SPY (27.7%)、STIP (7.3%)、VGSH (6.4%). The largest single position, SPY, represented 27.7% of total portfolio value.
In Q2 2025, Gould Asset Management LLC /ca/ made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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