Gould Capital, LLC
206 holdingsFiling period: 2026-03-31Current AUM: $178.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 258.9K | $16.6M | $18.3M | 10.27% | +18.3K | 2026-03-31 |
| 2 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 126.5K | $15.0M | $14.7M | 8.27% | +20.4K | 2026-03-31 |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | 201.7K | $14.9M | $14.6M | 8.18% | +31.8K | 2026-03-31 |
| 4 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 173.1K | $8.3M | $8.3M | 4.64% | +18.2K | 2026-03-31 |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 131.3K | $7.1M | $7.7M | 4.33% | +8.0K | 2026-03-31 |
| 6 | GLD | SPDR GOLD SHARES | 12.6K | $5.4M | $4.7M | 2.63% | -2,105 | 2026-03-31 |
| 7 | AAPL | APPLE INC COM | 19.7K | $5.0M | $6.1M | 3.41% | -210 | 2026-03-31 |
| 8 | VZ | VERIZON COMMUNICATIONS INC COM | 80.1K | $4.0M | $3.7M | 2.10% | +2.4K | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | 4.0K | $3.9M | $3.8M | 2.12% | +385 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP COM | 10.2K | $3.8M | $4.7M | 2.66% | +97 | 2026-03-31 |
| 11 | KMI | KINDER MORGAN INC DEL COM | 112.1K | $3.8M | $3.6M | 2.02% | -- | 2026-03-31 |
| 12 | MRK | MERCK & CO INC COM | 29.0K | $3.5M | $3.8M | 2.12% | -2,631 | 2026-03-31 |
| 13 | CAT | CATERPILLAR INC COM | 4.9K | $3.5M | $4.0M | 2.25% | -2,972 | 2026-03-31 |
| 14 | KO | COCA COLA CO COM | 44.3K | $3.4M | $3.9M | 2.18% | -2,957 | 2026-03-31 |
| 15 | UNP | UNION PAC CORP COM | 13.8K | $3.3M | $4.0M | 2.26% | +460 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.9K | $3.3M | $3.3M | 1.85% | -158 | 2026-03-31 |
| 17 | SBUX | STARBUCKS CORP COM | 36.4K | $3.3M | $3.8M | 2.15% | +1.3K | 2026-03-31 |
| 18 | FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 105.4K | $3.2M | $3.2M | 1.82% | +8.9K | 2026-03-31 |
| 19 | AES | AES CORP COM | 228.2K | $3.2M | $3.3M | 1.88% | -18,752 | 2026-03-31 |
| 20 | AFL | AFLAC INC COM | 29.1K | $3.2M | $3.7M | 2.08% | -492 | 2026-03-31 |
| 21 | PSA | PUBLIC STORAGE OPER CO COM | 11.3K | $3.1M | $3.7M | 2.05% | +758 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO COM | 10.2K | $3.0M | $3.6M | 2.01% | -- | 2026-03-31 |
| 23 | GOOG | ALPHABET INC CAP STK CL C | 9.8K | $2.8M | $3.5M | 1.95% | -5,616 | 2026-03-31 |
| 24 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 31.7K | $2.4M | $2.8M | 1.57% | +3.2K | 2026-03-31 |
| 25 | NVG | NUVEEN AMT FREE MUN CR INC FD COM | 190.8K | $2.4M | $2.4M | 1.33% | +19.6K | 2026-03-31 |
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