GOULD ASSET MANAGEMENT LLC /CA/ Diversified Active

CIK: 0001091961 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 1, 2025

Total Value ($000): $484,909 (100.0% shares, 0.0% debt)

Holdings (161)

SPY S&P 500 DEPOSITORY RECEIPT 28.1%
Value ($000) $136,186 Shares 243,455 Est. Cost $299.52 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ET 6.7%
Value ($000) $32,351 Shares 312,662 Est. Cost $100.30 Unrealized
VGSH VANGUARD SHORT TERM TREASURY 6.2%
Value ($000) $30,125 Shares 513,291 Est. Cost $58.21 Unrealized
TLT ISHARES BARCLAYS 20 YEAR TRE 4.7%
Value ($000) $22,893 Shares 251,488 Est. Cost $111.52 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE 3.4%
Value ($000) $16,323 Shares 206,777 Est. Cost $80.23 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 3.2%
Value ($000) $15,574 Shares 251,635 Est. Cost $40.77 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BON 3.1%
Value ($000) $14,938 Shares 559,898 Est. Cost $30.10 Unrealized
VNQ VANGUARD REIT INDEX ETF 2.8%
Value ($000) $13,637 Shares 150,617 Est. Cost $82.73 Unrealized
IVV ISHARES S&P 500 INDEX ETF 2.7%
Value ($000) $13,223 Shares 23,532 Est. Cost $260.35 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKE 2.0%
Value ($000) $9,889 Shares 194,550 Est. Cost $44.45 Unrealized
BOND PIMCOTOTAL RETURN ETF 1.9%
Value ($000) $9,451 Shares 102,206 Est. Cost $100.72 Unrealized
AAPL APPLE COMPUTER INC. 1.8%
Value ($000) $8,697 Shares 39,154 Est. Cost $137.45 Unrealized +67.9%
SPYX SPDR S&P 500 FOSSIL FUEL RESE 1.7%
Value ($000) $8,103 Shares 177,104 Est. Cost $48.73 Unrealized
XSOE WISDOMTREE EMMKTS EX-STT-OWND 1.5%
Value ($000) $7,245 Shares 234,707 Est. Cost $30.36 Unrealized
VXF VANGUARD EXTENDED MARKET INDE 1.4%
Value ($000) $6,616 Shares 38,409 Est. Cost $90.23 Unrealized
VTIP VANGUARD ST TIPS BOND FD 1.2%
Value ($000) $6,008 Shares 120,392 Est. Cost $50.81 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE 1.0%
Value ($000) $4,918 Shares 187,708 Est. Cost $22.56 Unrealized
SHV ISHARES BARCLAYS SHORT TREASU 0.9%
Value ($000) $4,390 Shares 39,746 Est. Cost $110.27 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF 0.8%
Value ($000) $3,883 Shares 47,505 Est. Cost $61.56 Unrealized
ESGV VANGUARD ESG US STOCK ETF 0.8%
Value ($000) $3,674 Shares 37,507 Est. Cost $73.91 Unrealized
MDY SPDR S&P MID CAP 400 ETF 0.7%
Value ($000) $3,495 Shares 6,551 Est. Cost $308.96 Unrealized
IAU ISHARES GOLD TRUST 0.6%
Value ($000) $3,069 Shares 52,053 Est. Cost $33.76 Unrealized
BND VANGUARD TOTAL BOND MARKET ET 0.6%
Value ($000) $2,928 Shares 39,858 Est. Cost $82.80 Unrealized
MSFT MICROSOFT CORPORATION 0.6%
Value ($000) $2,878 Shares 7,666 Est. Cost $89.42 Unrealized +353.0%
CMF ISHARES CALIFORNIA MUNI BOND 0.6%
Value ($000) $2,753 Shares 48,915 Est. Cost $57.47 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE E 0.5%
Value ($000) $2,599 Shares 31,817 Est. Cost $67.84 Unrealized
VGLT VANGUARD LONG-TERM TREASURY I 0.5%
Value ($000) $2,564 Shares 44,500 Est. Cost $57.17 Unrealized
VMBS VANGUARD MORTGAGE BACKED SEC 0.5%
Value ($000) $2,532 Shares 54,665 Est. Cost $46.31 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM COR 0.5%
Value ($000) $2,409 Shares 80,024 Est. Cost $29.64 Unrealized
ISHARES IBONDS TERM TREASURY 0.4%
Value ($000) $2,059 Shares 88,112 Est. Cost $23.25 Unrealized
IBTH ISHARES IBONDS TERM TREASURY 0.4%
Value ($000) $2,021 Shares 90,135 Est. Cost $22.20 Unrealized
GLD SPDR GOLD TRUST ETF 0.4%
Value ($000) $2,019 Shares 7,007 Est. Cost $118.16 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.4%
Value ($000) $2,000 Shares 64,489 Est. Cost $29.07 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA 0.4%
Value ($000) $1,994 Shares 42,725 Est. Cost $35.37 Unrealized
IBTG ISHARES IBONDS TERM TREASURY 0.4%
Value ($000) $1,972 Shares 85,973 Est. Cost $22.75 Unrealized
VSGX VANGUARD ESG INTERNATIONAL ST 0.4%
Value ($000) $1,951 Shares 33,076 Est. Cost $52.82 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON 0.4%
Value ($000) $1,904 Shares 9,960 Est. Cost $137.28 Unrealized
COST COSTCO WHOLESALE CORP. 0.4%
Value ($000) $1,768 Shares 1,869 Est. Cost $451.38 Unrealized +115.0%
XVV ISHARES ESG SCREENED S&P 500 0.3%
Value ($000) $1,667 Shares 38,975 Est. Cost $33.31 Unrealized
SUSA ISHARES MSCI USA ESG SELECT E 0.3%
Value ($000) $1,529 Shares 13,308 Est. Cost $90.36 Unrealized
WMT WAL-MART STORES INC 0.3%
Value ($000) $1,485 Shares 16,919 Est. Cost $50.50 Unrealized +84.1%
JPM JP MORGAN CHASE & CO. 0.3%
Value ($000) $1,473 Shares 6,005 Est. Cost $118.39 Unrealized +111.9%
ESGU ISHARES ESG AWARE MSCI USA ET 0.3%
Value ($000) $1,447 Shares 11,872 Est. Cost $74.88 Unrealized
DMXF ISHARES ESG ADVANCED MSCI EAF 0.3%
Value ($000) $1,310 Shares 19,450 Est. Cost $59.94 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM 0.3%
Value ($000) $1,278 Shares 52,840 Est. Cost $23.96 Unrealized
XJH ISHARES ESG SCREENED S&P MID- 0.3%
Value ($000) $1,270 Shares 32,505 Est. Cost $33.15 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM 0.3%
Value ($000) $1,262 Shares 52,110 Est. Cost $23.88 Unrealized
ISHARES IBONDS DEC 2025 TERM 0.3%
Value ($000) $1,251 Shares 49,760 Est. Cost $24.70 Unrealized
VEU VANGUARD INTL EQUITY INDEX 0.3%
Value ($000) $1,246 Shares 20,540 Est. Cost $45.71 Unrealized
TRGP TARGA RESOURCES CORP 0.3%
Value ($000) $1,239 Shares 6,179 Est. Cost $19.24 Unrealized +911.9%
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,230 Shares 3,356 Est. Cost $237.45 Unrealized +60.3%
V VISA INC CLASS A 0.2%
Value ($000) $1,194 Shares 3,406 Est. Cost $184.75 Unrealized +82.0%
DCOR DIMENSIONAL US CORE EQUITY 1 0.2%
Value ($000) $1,170 Shares 19,071 Est. Cost $58.48 Unrealized
XOM EXXON MOBIL CORPORATION 0.2%
Value ($000) $1,167 Shares 9,809 Est. Cost $80.66 Unrealized +32.9%
AVGO BROADCOM INC 0.2%
Value ($000) $1,160 Shares 6,930 Est. Cost $147.64 Unrealized +42.1%
PEP PEPSICO INC 0.2%
Value ($000) $1,142 Shares 7,615 Est. Cost $81.26 Unrealized +76.6%
DVY ISHARES DOW JONES SELECT DIVI 0.2%
Value ($000) $1,015 Shares 7,561 Est. Cost $80.45 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.2%
Value ($000) $1,007 Shares 7,805 Est. Cost $70.07 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $983 Shares 5,689 Est. Cost $89.40 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY E 0.2%
Value ($000) $962 Shares 48,615 Est. Cost $26.22 Unrealized
VWO VANGUARD EMERGING MARKETS ETF 0.2%
Value ($000) $919 Shares 20,313 Est. Cost $40.96 Unrealized
MA MASTERCARD INC CL A 0.2%
Value ($000) $919 Shares 1,677 Est. Cost $342.57 Unrealized +58.2%
MUB ISHARES S&P NATL AMTFREE MUNI 0.2%
Value ($000) $913 Shares 8,660 Est. Cost $105.40 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $887 Shares 1,693 Est. Cost $393.97 Unrealized +26.8%
AMZN AMAZON.COM INC 0.2%
Value ($000) $875 Shares 4,600 Est. Cost $141.50 Unrealized +53.4%
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $866 Shares 77,195 Est. Cost $13.40 Unrealized
META META PLATFORMS, INC. 0.2%
Value ($000) $865 Shares 1,501 Est. Cost $561.94 Unrealized +14.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $850 Shares 2,720 Est. Cost $98.38 Unrealized +197.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $845 Shares 1,587 Est. Cost $288.50 Unrealized +68.5%
TIP ISHARES BARCLAYS TIPS BOND ET 0.2%
Value ($000) $844 Shares 7,597 Est. Cost $120.50 Unrealized
EAGG ISHARES ESG U.S. AGGREGATE BO 0.2%
Value ($000) $812 Shares 17,104 Est. Cost $46.95 Unrealized
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $808 Shares 15,563 Est. Cost $26.04 Unrealized
EWC ISHARES MSCI CANADA INDEX ETF 0.2%
Value ($000) $801 Shares 19,665 Est. Cost $32.43 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $784 Shares 4,598 Est. Cost $93.41 Unrealized +75.5%
DFAU DIMENSIONAL US CORE EQUITY MA 0.2%
Value ($000) $778 Shares 20,245 Est. Cost $27.07 Unrealized
ESGE ISHARES ESG AWARE MSCI EMERGI 0.2%
Value ($000) $772 Shares 22,079 Est. Cost $33.91 Unrealized
EWT ISHARES MSCI TAIWAN INDEX ETF 0.2%
Value ($000) $763 Shares 16,060 Est. Cost $31.00 Unrealized
VCLT VANGUARD LONG TERM CORPORATE 0.2%
Value ($000) $739 Shares 9,740 Est. Cost $87.74 Unrealized
OKE ONEOK INC CM (NEW) 0.1%
Value ($000) $727 Shares 7,329 Est. Cost $32.11 Unrealized +195.8%
EWH ISHARES MSCI HONG KONG INDEX 0.1%
Value ($000) $715 Shares 40,841 Est. Cost $18.60 Unrealized
EWS ISHARES MSCI SINGAPORE INDEX 0.1%
Value ($000) $690 Shares 29,049 Est. Cost $20.50 Unrealized
ACN ACCENTURE PLC 0.1%
Value ($000) $668 Shares 2,142 Est. Cost $171.12 Unrealized +104.2%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $646 Shares 1,258 Est. Cost $298.16 Unrealized
EWY ISHARES MSCI SOUTH KOREA INDE 0.1%
Value ($000) $645 Shares 11,942 Est. Cost $58.10 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $633 Shares 34,056 Est. Cost $12.89 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $629 Shares 4,742 Est. Cost $56.90 Unrealized +120.5%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDE 0.1%
Value ($000) $598 Shares 11,065 Est. Cost $49.96 Unrealized
IYR ISHARES TR DOW JONES U S REAL 0.1%
Value ($000) $572 Shares 5,975 Est. Cost $78.09 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $561 Shares 9,083 Est. Cost $44.08 Unrealized +36.4%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $557 Shares 3,101 Est. Cost $104.81 Unrealized +73.9%
SYK STRYKER CORP 0.1%
Value ($000) $556 Shares 1,493 Est. Cost $140.36 Unrealized +168.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $548 Shares 12,363 Est. Cost $25.06 Unrealized +65.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $546 Shares 1,655 Est. Cost $203.71 Unrealized +72.8%
VCIT VANGUARD INTERMEDIATE TERM CO 0.1%
Value ($000) $533 Shares 6,513 Est. Cost $82.29 Unrealized
DSI ISHARES MSCI KLD 0.1%
Value ($000) $526 Shares 5,132 Est. Cost $91.43 Unrealized
SUSB ISHARES ESG 1-5 YEAR USD CORP 0.1%
Value ($000) $517 Shares 20,700 Est. Cost $24.17 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $510 Shares 3,650 Est. Cost $71.76 Unrealized +125.1%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $510 Shares 2,160 Est. Cost $164.75 Unrealized +43.0%
EPD ENTERPRISE PRODUCTS PARTNERS 0.1%
Value ($000) $505 Shares 14,796 Est. Cost $43.21 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $504 Shares 2,162 Est. Cost $121.35 Unrealized +99.5%
EMXF ISHARES ESG ADVANCED MSCI EM 0.1%
Value ($000) $498 Shares 13,025 Est. Cost $35.22 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $480 Shares 2,895 Est. Cost $143.99 Unrealized +5.9%
IBMP ISHARES IBONDS DEC 2027 TERM 0.1%
Value ($000) $454 Shares 17,965 Est. Cost $25.14 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $453 Shares 548 Est. Cost $373.92 Unrealized +121.1%
KO COCA COLA CO 0.1%
Value ($000) $445 Shares 6,219 Est. Cost $51.25 Unrealized +26.8%
IBMO ISHARES IBONDS DEC 2026 TERM 0.1%
Value ($000) $444 Shares 17,380 Est. Cost $25.51 Unrealized
ISHARES IBONDS DEC 2025 TERM 0.1%
Value ($000) $441 Shares 16,485 Est. Cost $26.45 Unrealized
TRP TC ENERGY CORPCOM 0.1%
Value ($000) $425 Shares 9,003 Est. Cost $35.21 Unrealized +29.2%
WESTERN ASSET EMERGING MARKET 0.1%
Value ($000) $422 Shares 42,685 Est. Cost $11.16 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $417 Shares 5,884 Est. Cost $62.33 Unrealized +10.1%
PAA PLAINS ALL AMERICAN PIPELINE 0.1%
Value ($000) $410 Shares 20,485 Est. Cost $31.80 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $400 Shares 859 Est. Cost $350.68 Unrealized +26.8%
IEFA ISHARES TRUST CORE MSCI EAFE 0.1%
Value ($000) $395 Shares 5,222 Est. Cost $64.84 Unrealized
OEF ISHARES TR S&P 100 INDEX FUND 0.1%
Value ($000) $390 Shares 1,440 Est. Cost $142.50 Unrealized
PFE PFIZER INC. 0.1%
Value ($000) $386 Shares 15,214 Est. Cost $22.73 Unrealized +8.7%
EWW ISHARES MSCI MEXICO INVESTABL 0.1%
Value ($000) $381 Shares 7,475 Est. Cost $44.47 Unrealized
VTI VANGUARD INDEX FDS VANGUARD T 0.1%
Value ($000) $357 Shares 1,300 Est. Cost $193.66 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $351 Shares 5,747 Est. Cost $47.22 Unrealized +17.5%
FXI ISHARES FTSE CHINA INDEX ETF 0.1%
Value ($000) $350 Shares 9,754 Est. Cost $31.15 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $348 Shares 2,082 Est. Cost $141.45 Unrealized +6.4%
WFC WELLS FARGO & CO 0.1%
Value ($000) $342 Shares 4,757 Est. Cost $42.77 Unrealized +72.3%
SMIN ISHARES MSCI INDIA SMALL-CAP 0.1%
Value ($000) $336 Shares 4,930 Est. Cost $36.17 Unrealized
BAC BANK OF AMERICA COM 0.1%
Value ($000) $328 Shares 7,866 Est. Cost $32.21 Unrealized +35.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $328 Shares 1,547 Est. Cost $180.07 Unrealized +10.2%
XJR ISHARES ESG SCREENED S&P SMAL 0.1%
Value ($000) $324 Shares 8,615 Est. Cost $38.39 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $320 Shares 3,570 Est. Cost $88.68 Unrealized +1.6%
BG BUNGE LIMITED 0.1%
Value ($000) $320 Shares 4,190 Est. Cost $88.20 Unrealized -17.6%
BN BROOKFIELD CORP 0.1%
Value ($000) $309 Shares 5,897 Est. Cost $22.38 Unrealized +67.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $309 Shares 608 Est. Cost $389.88 Unrealized +30.2%
IBM INTL BUSINESS MACH 0.1%
Value ($000) $305 Shares 1,228 Est. Cost $196.84 Unrealized +21.6%
GE GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $298 Shares 1,488 Est. Cost $121.10 Unrealized +61.6%
CGW CLAYMORE S&P GLOBAL WATER ETF 0.1%
Value ($000) $284 Shares 5,095 Est. Cost $33.59 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $283 Shares 2,864 Est. Cost $121.08 Unrealized -12.2%
HYD VANECK VECTORS ETF TR HIGH YL 0.1%
Value ($000) $282 Shares 5,510 Est. Cost $51.79 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $279 Shares 625 Est. Cost $275.33 Unrealized +62.8%
EEMS ISHARES INC MSCI EMRG MKTS SM 0.1%
Value ($000) $272 Shares 4,890 Est. Cost $44.84 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $271 Shares 1,293 Est. Cost $177.41 Unrealized +6.8%
MORGAN STANLEY INDIA INVESTME 0.1%
Value ($000) $258 Shares 10,564 Est. Cost $19.19 Unrealized
CRESY CRESUD S.A.C.I.F.Y.A. SPONS A 0.1%
Value ($000) $256 Shares 23,201 Est. Cost $7.81 Unrealized
VWOB VANGUARD EMERGING MKTS GOVT B 0.1%
Value ($000) $251 Shares 3,915 Est. Cost $61.47 Unrealized
VIG VANGUARD DIVIDEND APPRECIATIO 0.1%
Value ($000) $250 Shares 1,287 Est. Cost $155.15 Unrealized
NUVEEN GLB HIGH INC FD 0.1%
Value ($000) $247 Shares 18,861 Est. Cost $14.52 Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX 0.1%
Value ($000) $244 Shares 10,390 Est. Cost $24.22 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $244 Shares 797 Est. Cost $231.16 Unrealized +27.8%
EZA ISHARES MSCI SOUTH AFRICA IND 0.1%
Value ($000) $243 Shares 5,050 Est. Cost $39.17 Unrealized
BRF MARKET VECTORS BRAZIL SMALL C 0.0%
Value ($000) $238 Shares 18,690 Est. Cost $18.41 Unrealized
BRF - BRASIL FOODS SA ADR 0.0%
Value ($000) $238 Shares 69,295 Est. Cost $4.68 Unrealized
QQQ NASDAQ 100 TR 0.0%
Value ($000) $236 Shares 503 Est. Cost $409.52 Unrealized
PFXF VANECK VECTORS PFD SECS EX FI 0.0%
Value ($000) $230 Shares 13,715 Est. Cost $19.12 Unrealized
CB CHUBB CORP 0.0%
Value ($000) $225 Shares 746 Est. Cost $213.74 Unrealized +29.2%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $223 Shares 2,055 Est. Cost $136.42 Unrealized -7.1%
ITUB ITAU UNIBANCO HOLDING SA ADR 0.0%
Value ($000) $222 Shares 40,295 Est. Cost $8.00 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $210 Shares 222 Est. Cost $961.85 Unrealized 0.0%
MOO MARKET VECTORS AGRIBUSINESS E 0.0%
Value ($000) $204 Shares 3,012 Est. Cost $67.89 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $204 Shares 3,235 Est. Cost $61.25 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM 0.0%
Value ($000) $203 Shares 1,666 Est. Cost $110.55 Unrealized 0.0%
VALE VALE S.A. SPONS ADR REPR 1 CO 0.0%
Value ($000) $188 Shares 18,790 Est. Cost $12.33 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERG 0.0%
Value ($000) $178 Shares 11,830 Est. Cost $15.26 Unrealized
BBD BANCO BRADESCO SA ADR 0.0%
Value ($000) $158 Shares 70,811 Est. Cost $5.55 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $39 Shares 11,735 Est. Cost $5.16 Unrealized 0.0%
CRESW CRESUD S. A. C. I. F. Y. A. W 0.0%
Value ($000) $25 Shares 30,420 Est. Cost $0.18 Unrealized