All Stocks Held By Gould Asset Management LLC CA

As of 03/31/2024, we find all stocks held by Gould Asset Management LLC CA to be as follows, presented in the table below with each row detailing each Gould Asset Management LLC CA position, ordered by largest to smallest position size. The all-stocks-held-by-Gould Asset Management LLC CA table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Gould Asset Management LLC CA as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
S&P 500 DEPOSITORY RECEIPT	247,607	-1,295	$129,516
SPY	247,607	-1,295	$129,516
ISHARES BARCLAYS 20 YEAR TRE (TLT)	244,681	+8,740	$23,152
TLT	244,681	+8,740	$23,152
VANGUARD SHORT TERM TREASURY (VGSH)	342,793	-13,722	$19,906
VGSH	342,793	-13,722	$19,906
ISHARES 0 5 YEAR TIPS BOND ET (STIP)	150,732	-18,565	$14,987
STIP	150,732	-18,565	$14,987
ISHARES S&P 500 INDEX ETF (IVV)	25,453	-749	$13,381
IVV	25,453	-749	$13,381
VANGUARD SHORT TERM CORPORATE (VCSH)	164,955	+1,805	$12,753
VCSH	164,955	+1,805	$12,753
INVESCO TAXABLE MUNICIPAL BON	458,340	+90,938	$12,169
BAB	458,340	+90,938	$12,169
VANGUARD REIT INDEX ETF (VNQ)	131,685	+4,261	$11,388
VNQ	131,685	+4,261	$11,388
WORLD GOLD TR SPDR GLD MINIS (GLDM)	242,947	-42,281	$10,702
GLDM	242,947	-42,281	$10,702
VANGUARD FTSE DEVELOPED MARKE (VEA)	165,506	+8,970	$8,303
VEA	165,506	+8,970	$8,303
SPDR SER TR SP500 FOSL ETF (SPYX)	184,704	-4,515	$7,905
SPYX	184,704	-4,515	$7,905
VANGUARD EXTENDED MARKET INDE (VXF)	40,615	+631	$7,119
VXF	40,615	+631	$7,119
PIMCOTOTAL RETURN ETF (BOND)	62,593	+4,038	$5,750
BOND	62,593	+4,038	$5,750
VANGUARD ST TIPS BOND FD (VTIP)	115,076	-4,598	$5,511
VTIP	115,076	-4,598	$5,511
APPLE COMPUTER INC.	29,563	-301	$5,070
AAPL	29,563	-301	$5,070
ISHARES MSCI EAFE INDEX ETF (EFA)	56,285	-13,100	$4,495
EFA	56,285	-13,100	$4,495
WISDOMTREE EMMKTS EX STT OWND	141,405	+141,405	$4,166
XSOE	141,405	+141,405	$4,166
DIMENSIONAL WORLD EX US CORE	157,486	+14,502	$4,006
DFAX	157,486	+14,502	$4,006
SPDR S&P MID CAP 400 ETF (MDY)	6,436	-100	$3,581
MDY	6,436	-100	$3,581
VANGUARD LONG TERM CORPORATE (VCLT)	44,468	+3,977	$3,479
VCLT	44,468	+3,977	$3,479
VANGUARD ESG US STOCK ETF (ESGV)	36,693	+5,105	$3,419
ESGV	36,693	+5,105	$3,419
MICROSOFT CORPORATION	7,976	-865	$3,356
MSFT	7,976	-865	$3,356
VANGUARD TOTAL BOND MARKET ET (BND)	42,176	-1,655	$3,063
BND	42,176	-1,655	$3,063
ISHARES GOLD TRUST (IAU)	61,029	-714	$2,564
IAU	61,029	-714	$2,564
ISHARES TR MSCI EAFE ESG OPT (ESGD)	30,357	+715	$2,426
ESGD	30,357	+715	$2,426
ISHARES BARCLAYS SHORT TREASU (SHV)	21,292	-2,580	$2,354
SHV	21,292	-2,580	$2,354
SPDR GOLD TRUST ETF (GLD)	10,919	-270	$2,246
GLD	10,919	-270	$2,246
SPDR PORTFOLIO SHORT TERM COR (SPSB)	73,640	-3,205	$2,192
SPSB	73,640	-3,205	$2,192
VANGUARD EMERGING MARKETS ETF (VWO)	49,520	-24,667	$2,068
VWO	49,520	-24,667	$2,068
ISHARES MSCI ACWI LOW CARBON (CRBN)	11,385	+1,065	$2,044
CRBN	11,385	+1,065	$2,044
VANGUARD WORLD FD ESG INTL ST (VSGX)	34,737	+2,165	$1,996
VSGX	34,737	+2,165	$1,996
ISHARES ESG ADVANCED MSCI USA (USXF)	42,725	+9,600	$1,929
USXF	42,725	+9,600	$1,929
ISHARES CALIFORNIA MUNI BOND (CMF)	31,520	+4,345	$1,814
CMF	31,520	+4,345	$1,814
ISHARES MSCI USA ESG OPTIMIZE (ESGU)	15,346	-590	$1,764
ESGU	15,346	-590	$1,764
ISHARES TR INTL SEL DIV ETF (IDV)	59,355	-905	$1,664
IDV	59,355	-905	$1,664
ISHARES MSCI USA ESG SELECT E (SUSA)	14,718	-410	$1,607
SUSA	14,718	-410	$1,607
ISHARES ESG SCREENED S&P 500 (XVV)	37,510	+7,850	$1,511
XVV	37,510	+7,850	$1,511
ISHARES ESG SCREENED S&P MID (XJH)	34,445	+2,535	$1,415
XJH	34,445	+2,535	$1,415
PEPSICO INC	8,063	-18	$1,411
PEP	8,063	-18	$1,411
VANGUARD INTL EQUITY INDEX (VEU)	22,365	-600	$1,312
VEU	22,365	-600	$1,312
JP MORGAN CHASE & CO.	6,226	UNCH	$1,247
JPM	6,226	UNCH	$1,247
ISHARES ESG ADVANCED MSCI EAF (DMXF)	18,100	+4,050	$1,233
DMXF	18,100	+4,050	$1,233
SCHWAB INTERNATIONAL EQUITY E	30,865	+265	$1,204
SCHF	30,865	+265	$1,204
COSTCO WHOLESALE CORP	1,637	UNCH	$1,200
COST	1,637	UNCH	$1,200
ISHARES IBONDS TERM TREASURY (IBTE)	49,415	+18,400	$1,183
IBTE	49,415	+18,400	$1,183
HOME DEPOT INC COM	3,076	UNCH	$1,180
HD	3,076	UNCH	$1,180
ISHARES IBONDS TERM TREASURY (IBTG)	46,200	+13,490	$1,049
IBTG	46,200	+13,490	$1,049
ISHARES IBONDS TERM TREASURY (IBTF)	44,955	+13,185	$1,044
IBTF	44,955	+13,185	$1,044
VANGUARD LONG TERM TREASURY I (VGLT)	16,790	+2,435	$995
VGLT	16,790	+2,435	$995
VISA INC CLASS A	3,530	UNCH	$985
V	3,530	UNCH	$985
VANGUARD HIGH DIVIDEND YIELD (VYM)	7,865	-270	$952
VYM	7,865	-270	$952
BROADCOM INC	708	UNCH	$938
AVGO	708	UNCH	$938
INVESCO PREFERRED ETF (PGX)	78,088	-50	$928
PGX	78,088	-50	$928
ISHARES DOW JONES SELECT DIVI (DVY)	7,493	-335	$923
DVY	7,493	-335	$923
WAL MART STORES INC	15,335	+10,207	$923
WMT	15,335	+10,207	$923
VANGUARD VALUE ETF (VTV)	5,654	-190	$921
VTV	5,654	-190	$921
EXXON MOBIL CORPORATION	7,651	UNCH	$889
XOM	7,651	UNCH	$889
ISHARES BARCLAYS TIPS BOND ET (TIP)	7,912	+1,750	$850
TIP	7,912	+1,750	$850
MASTERCARD INC CL A	1,760	UNCH	$848
MA	1,760	UNCH	$848
MCDONALDS CORP	2,975	-75	$839
MCD	2,975	-75	$839
UNITEDHEALTH GROUP	1,673	UNCH	$828
UNH	1,673	UNCH	$828
VANGUARD INTERMEDIATE TERM CO (VCIT)	10,158	+4,697	$818
VCIT	10,158	+4,697	$818
ISHARES IBONDS DEC 2026 TERM (IBDR)	34,120	+8,470	$814
IBDR	34,120	+8,470	$814
ISHARES INC MSCI EM ESG OPT (ESGE)	25,111	-520	$809
ESGE	25,111	-520	$809
ISHARES IBONDS DEC 2024 TERM (IBDP)	32,065	+8,060	$803
IBDP	32,065	+8,060	$803
ISHARES IBONDS DEC 2025 TERM (IBDQ)	32,375	+8,145	$803
IBDQ	32,375	+8,145	$803
ISHARES MSCI TAIWAN INDEX ETF (EWT)	16,400	+235	$798
EWT	16,400	+235	$798
ISHARES MSCI CANADA INDEX ETF (EWC)	20,569	+1,894	$787
EWC	20,569	+1,894	$787
PROCTER & GAMBLE CO	4,818	-70	$782
PG	4,818	-70	$782
ACCENTURE PLC	2,217	UNCH	$768
ACN	2,217	UNCH	$768
DIMENSIONAL US CORE EQUITY MA	21,020	-3,270	$768
DFAU	21,020	-3,270	$768
ALERIAN MLP ETF (AMLP)	16,100	-515	$764
AMLP	16,100	-515	$764
ISHARES MSCI SOUTH KOREA INDE (EWY)	10,807	+1,235	$725
EWY	10,807	+1,235	$725
AMAZON.COM INC	3,966	+20	$715
AMZN	3,966	+20	$715
TARGA RESOURCES CORP	6,179	UNCH	$692
TRGP	6,179	UNCH	$692
ISHARES S&P NATL AMTFREE MUNI (MUB)	6,180	+1,505	$665
MUB	6,180	+1,505	$665
DIMENSIONAL US CORE EQUITY 1	11,113	+7,283	$652
DCOR	11,113	+7,283	$652
VANGUARD S&P 500 ETF (VOO)	1,326	UNCH	$637
VOO	1,326	UNCH	$637
STRYKER CORP	1,698	-105	$608
SYK	1,698	-105	$608
ONEOK INC CM NEW	7,544	UNCH	$605
OKE	7,544	UNCH	$605
ISHARES MSCI HONG KONG INDEX (EWH)	38,436	+7,210	$598
EWH	38,436	+7,210	$598
PIMCO 1 5 YEAR U.S. TIPS INDE	11,550	-1,480	$595
STPZ	11,550	-1,480	$595
MERCK & CO INC	4,423	-55	$584
MRK	4,423	-55	$584
ISHARES MSCI SINGAPORE INDEX (EWS)	31,289	+5,225	$574
EWS	31,289	+5,225	$574
ISHARES TR DOW JONES U S REAL (IYR)	6,380	-170	$574
IYR	6,380	-170	$574
TEXAS INSTRUMENTS INC	3,291	UNCH	$573
TXN	3,291	UNCH	$573
BERKSHIRE HATHAWAY INC DEL CL			$570
BRK.B	1,355	-60	$570
LOWES COMPANIES	2,162	UNCH	$551
LOW	2,162	UNCH	$551
CATERPILLAR INC	1,490	UNCH	$546
CAT	1,490	UNCH	$546
ENERGY TRANSFER LP	34,056	UNCH	$536
ET	34,056	UNCH	$536
ABBOTT LABORATORIES	4,427	UNCH	$503
ABT	4,427	UNCH	$503
LILLY ELI & CO	624	UNCH	$485
LLY	624	UNCH	$485
INVESCO FINANCIAL PREFERRED E	31,520	+745	$480
PGF	31,520	+745	$480
ISHARES ULTRA SHORT TERM BOND (ICSH)	9,268	+50	$469
ICSH	9,268	+50	$469
ISHARES ESG U.S. AGGREGATE BO (EAGG)	9,877	+1,622	$465
EAGG	9,877	+1,622	$465
ISHARES ESG ADVANCED MSCI EM (EMXF)	13,025	+2,925	$464
EMXF	13,025	+2,925	$464
VANGUARD INDEX FDS VANGUARD T (VTI)	1,775	-15	$461
VTI	1,775	-15	$461
ORACLE CORPORATION	3,659	-20	$460
ORCL	3,659	-20	$460
VANGUARD ESG US CORPORATE BON (VCEB)	7,275	+4,000	$457
VCEB	7,275	+4,000	$457
ISHARES MSCI KLD (DSI)	4,397	-40	$443
DSI	4,397	-40	$443
ISHARES MSCI MEXICO INVESTABL (EWW)	6,365	-260	$441
EWW	6,365	-260	$441
ISHARES IBONDS DEC 2026 TERM (IBMO)	17,130	UNCH	$434
IBMO	17,130	UNCH	$434
ISHARES IBONDS DEC 2024 TERM (IBMM)	16,690	UNCH	$433
IBMM	16,690	UNCH	$433
ENTERPRISE PRODUCTS PARTNERS	14,789	+279	$432
EPD	14,789	+279	$432
ISHARES IBONDS DEC 2025 TERM (IBMN)	16,345	UNCH	$432
IBMN	16,345	UNCH	$432
JOHNSON & JOHNSON COM	2,711	-38	$429
JNJ	2,711	-38	$429
BUNGE LIMITED	4,160	+150	$426
BG	4,160	+150	$426
CISCO SYS INC	8,536	UNCH	$426
CSCO	8,536	UNCH	$426
ISHARES ESG ADVANCED TOTAL US (EUSB)	9,500	+9,500	$407
EUSB	9,500	+9,500	$407
BRISTOL MYERS SQUIBB	7,270	UNCH	$394
BMY	7,270	UNCH	$394
ISHARES TRUST CORE MSCI EAFE (IEFA)	5,222	UNCH	$388
IEFA	5,222	UNCH	$388
COCA COLA CO	6,311	UNCH	$386
KO	6,311	UNCH	$386
UNION PACIFIC CORP	1,560	UNCH	$384
UNP	1,560	UNCH	$384
NEXTERA ENERGY INC COM	5,884	UNCH	$376
NEE	5,884	UNCH	$376
WESTERN ASSET EMERGING MARKET	38,985	+3,020	$375
EMD	38,985	+3,020	$375
ISHARES TR S&P 100 INDEX FUND (OEF)	1,509	UNCH	$373
OEF	1,509	UNCH	$373
TC ENERGY CORPCOM	9,003	+1,410	$362
TRP	9,003	+1,410	$362
PLAINS ALL AMERICAN PIPELINE	20,485	UNCH	$360
PAA	20,485	UNCH	$360
ISHARES MSCI INDIA SMALL CAP (SMIN)	4,930	-210	$346
SMIN	4,930	-210	$346
ENBRIDGE INC	9,456	+1,070	$342
ENB	9,456	+1,070	$342
VANGUARD EMERGING MKTS GOVT B (VWOB)	5,355	-5	$342
VWOB	5,355	-5	$342
ISHARES ESG SCREENED S&P SMAL (XJR)	8,555	+1,390	$335
XJR	8,555	+1,390	$335
HONEYWELL INTL INC	1,584	UNCH	$325
HON	1,584	UNCH	$325
DISNEY WALT CO	2,520	UNCH	$308
DIS	2,520	UNCH	$308
LINDE PLC	659	UNCH	$306
LIN	659	UNCH	$306
ISHARES ESG 1 5 YEAR USD CORP (SUSB)	12,305	+1,370	$301
SUSB	12,305	+1,370	$301
ISHARES USD GREEN BOND ETF (BGRN)	6,350	+6,350	$298
BGRN	6,350	+6,350	$298
ISHARES INC MSCI EMRG MKTS SM (EEMS)	4,890	UNCH	$288
EEMS	4,890	UNCH	$288
NIKE INC CLASS B	3,056	UNCH	$287
NKE	3,056	UNCH	$287
CLAYMORE S&P GLOBAL WATER ETF (CGW)	5,095	-155	$283
CGW	5,095	-155	$283
ISHARES MSCI EMERGING MARKETS (EEM)	6,750	-2,895	$277
EEM	6,750	-2,895	$277
VANECK VECTORS ETF TR HIGH YL (HYD)	5,290	+80	$276
HYD	5,290	+80	$276
VANGUARD DIVIDEND APPRECIATIO (VIG)	1,510	UNCH	$276
VIG	1,510	UNCH	$276
PFIZER INC.	9,713	UNCH	$270
PFE	9,713	UNCH	$270
SCHWAB EMERGING MARKETS EQUIT	10,520	-5,420	$266
SCHE	10,520	-5,420	$266
ISHARES FTSE CHINA INDEX ETF (FXI)	10,954	+995	$264
FXI	10,954	+995	$264
S&P GLOBAL INC	608	UNCH	$259
SPGI	608	UNCH	$259
ISHARES MSCI AUSTRALIA INDEX (EWA)	10,390	+285	$256
EWA	10,390	+285	$256
BANK OF AMERICA COM	6,679	-364	$253
BAC	6,679	-364	$253
MORGAN STANLEY INDIA INVESTME	10,884	UNCH	$250
IIF	10,884	UNCH	$250
BROOKFIELD CORP	5,897	+42	$247
BN	5,897	+42	$247
MARKET VECTORS BRAZIL SMALL C	14,355	+105	$241
BRF	14,355	+105	$241
NUVEEN GLB HIGH INC FD	18,861	+945	$241
JGH	18,861	+945	$241
WELLS FARGO & CO	4,157	UNCH	$241
WFC	4,157	UNCH	$241
LOCKHEED MARTIN CORP COM	525	UNCH	$239
LMT	525	UNCH	$239
GENERAL ELECTRIC COMPANY	1,347	+1,347	$236
GE	1,347	+1,347	$236
VANECK VECTORS PFD SECS EX FI	13,115	+1,585	$232
PFXF	13,115	+1,585	$232
CHUBB CORP	886	UNCH	$230
CB	886	UNCH	$230
AUTOMATIC DATA PROCESSING INC	907	UNCH	$227
ADP	907	UNCH	$227
MARKET VECTORS AGRIBUSINESS E	3,012	UNCH	$226
MOO	3,012	UNCH	$226
QUALCOMM INC	1,335	+1,335	$226
QCOM	1,335	+1,335	$226
NASDAQ 100 TR	500	UNCH	$222
QQQ	500	UNCH	$222
BRF BRASIL FOODS SA ADR	66,915	-4,490	$218
BRFS	66,915	-4,490	$218
CRESUD S.A.C.I.F.Y.A. SPONS A	24,066	-874	$215
CRESY	24,066	-874	$215
ILLINOIS TOOL WORKS	796	UNCH	$214
ITW	796	UNCH	$214
ITAU UNIBANCO HOLDING SA ADR	30,710	-1,220	$213
ITUB	30,710	-1,220	$213
FIRST TRUST GLOBAL WIND ENERG (FAN)	13,430	+440	$207
FAN	13,430	+440	$207
ISHARES MSCI SOUTH AFRICA IND (EZA)	5,180	+5,180	$203
EZA	5,180	+5,180	$203
ISHARES MSCI FRONTIER 100 ETF (FM)	7,070	+7,070	$203
FM	7,070	+7,070	$203
VALE S.A. SPONS ADR REPR 1 CO	15,940	+1,800	$194
VALE	15,940	+1,800	$194
BANCO BRADESCO SA ADR	65,466	+11,957	$187
BBD	65,466	+11,957	$187
AMERICAN LITHIUM CORP	14,414	UNCH	$10
AMLI	14,414	UNCH	$10
CRESUD S. A. C. I. F. Y. A. W	32,840	+0	$0
CRESW	32,840	UNCH	$0
ISHARES S&P SHORT TERM NATION	0	-4,810	$0 (exited)
SUB	0	-4,810	$0

See Summary: Gould Asset Management LLC CA Top Holdings
See Details: Top 10 Stocks Held By Gould Asset Management LLC CA

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
XSOE	+141,405	+$4,166
EUSB	+9,500	+$407
BGRN	+6,350	+$298
GE	+1,347	+$236
QCOM	+1,335	+$226
EZA	+5,180	+$203
FM	+7,070	+$203

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SUB	-4,810	-$507

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BAB	+90,938	+$2,282
IBTE	+18,400	+$443
DFAX	+14,502	+$514
IBTG	+13,490	+$301
IBTF	+13,185	+$304
BBD	+11,957	$UNCH
WMT	+10,207	+$115
USXF	+9,600	+$610
VEA	+8,970	+$805
TLT	+8,740	-$178

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
GLDM	-42,281	-$967
VWO	-24,667	-$981
STIP	-18,565	-$1,704
VGSH	-13,722	-$890
EFA	-13,100	-$733
SCHE	-5,420	-$129
VTIP	-4,598	-$172
SPYX	-4,515	+$561
BRFS	-4,490	+$19

Gould Asset Management LLC CA Info

Size ($ in 1000's)
At 03/31/2024: $413,392
At 12/31/2023: $386,896

Gould Asset Management LLC CA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gould Asset Management LLC CA 13F filings. Link to 13F filings: SEC filings

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