Gould Capital, LLC
220 holdingsFiling period: 2026-06-30Current AUM: $181.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 260.4K | $18.6M | $18.6M | 10.26% | +1.5K | 2026-06-30 |
| 2 | BND | VANGUARD TOTAL BOND MARKET ETF | 207.2K | $15.2M | $14.7M | 8.12% | +5.4K | 2026-06-30 |
| 3 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 128.8K | $15.1M | $14.7M | 8.12% | +2.3K | 2026-06-30 |
| 4 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 184.2K | $8.9M | $8.6M | 4.76% | +11.1K | 2026-06-30 |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 132.2K | $7.9M | $7.8M | 4.32% | +884 | 2026-06-30 |
| 6 | AAPL | APPLE INC COM | 19.9K | $5.8M | $6.6M | 3.63% | +226 | 2026-06-30 |
| 7 | GLD | SPDR GOLD SHARES | 12.8K | $4.7M | $5.0M | 2.77% | +177 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP COM | 12.2K | $4.6M | $6.1M | 3.35% | +2.0K | 2026-06-30 |
| 9 | VZ | VERIZON COMMUNICATIONS INC COM | 93.4K | $4.0M | $4.8M | 2.65% | +13.4K | 2026-06-30 |
| 10 | UNP | UNION PAC CORP COM | 13.8K | $3.8M | $3.9M | 2.16% | +31 | 2026-06-30 |
| 11 | MRK | MERCK & CO INC COM | 29.3K | $3.8M | $4.2M | 2.32% | +229 | 2026-06-30 |
| 12 | SBUX | STARBUCKS CORP COM | 36.5K | $3.7M | $3.5M | 1.94% | +88 | 2026-06-30 |
| 13 | PSA | PUBLIC STORAGE COM | 11.4K | $3.6M | $3.4M | 1.87% | +120 | 2026-06-30 |
| 14 | KO | COCA COLA CO COM | 44.4K | $3.6M | $3.9M | 2.17% | +137 | 2026-06-30 |
| 15 | COST | COSTCO WHOLESALE CORPORATION COM | 3.8K | $3.6M | $3.5M | 1.91% | -113 | 2026-06-30 |
| 16 | KMI | KINDER MORGAN INC DEL COM | 112.3K | $3.6M | $3.5M | 1.90% | +240 | 2026-06-30 |
| 17 | CAT | CATERPILLAR INC COM | 3.4K | $3.6M | $2.6M | 1.45% | -1,566 | 2026-06-30 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.0K | $3.5M | $3.5M | 1.94% | +168 | 2026-06-30 |
| 19 | GOOG | ALPHABET INC CAP STK CL C | 9.8K | $3.5M | $3.4M | 1.85% | +85 | 2026-06-30 |
| 20 | AFL | AFLAC INC COM | 29.4K | $3.4M | $3.5M | 1.91% | +355 | 2026-06-30 |
| 21 | JPM | JPMORGAN CHASE & CO COM | 10.4K | $3.4M | $3.7M | 2.02% | +210 | 2026-06-30 |
| 22 | AES | AES CORP COM | 231.7K | $3.4M | $3.4M | 1.89% | +3.5K | 2026-06-30 |
| 23 | FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 105.2K | $3.2M | $3.2M | 1.79% | -128 | 2026-06-30 |
| 24 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 32.7K | $2.9M | $2.9M | 1.60% | +926 | 2026-06-30 |
| 25 | NVG | NUVEEN AMT FREE MUN CR INC FD COM | 202.4K | $2.6M | $2.3M | 1.26% | +11.6K | 2026-06-30 |
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