StockDriftsStockDriftsTop 50 Gould Asset Management Llc /Ca/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | S&P 500 DEPOSITORY RECEIPT | 25.23% | 223.3K | $145.2M | +0.64%(+1.43K) | $151.47(+391.71%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ET | 8.44% | 469.7K | $48.6M | +15.34%(+62.46K) | $101.39(-0.15%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT TERM TREASURY | 6.18% | 608.2K | $35.6M | +2.56%(+15.19K) | $58.35(-0.47%) | 2026-03-31 | |
| TLT | ISHARES BARCLAYS 20 YEAR TRE | 3.95% | 262.3K | $22.7M | +3.38%(+8.58K) | $111.37(-23.22%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE | 3.54% | 257.2K | $20.4M | +4.39%(+10.82K) | $79.50(-0.89%) | 2026-03-31 | |
| BAB | INVESCO TAXABLE MUNICIPAL BON | 3.13% | 668.1K | $18.0M | +2.18%(+14.26K) | $29.29(-8.54%) | 2026-03-31 | |
| BWX | SPDR BARCLAYS INTL TREASURY B | 2.76% | 723.4K | $15.9M | +6.68%(+45.28K) | $23.10(-6.16%) | 2026-03-31 | |
| VNQ | VANGUARD REIT INDEX ETF | 2.7% | 175.4K | $15.6M | +0.59%(+1.03K) | $80.08(+22.41%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX ETF | 2.46% | 21.7K | $14.2M | +0.08%(+18) | $159.67(+368.75%) | 2026-03-31 | |
| BOND | PIMCOTOTAL RETURN ETF | 2.02% | 126.0K | $11.6M | +4.11%(+4.97K) | $100.79(-8.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.01% | +33.14% |
| Top 20 Holdings Unweighted | +8.36% | +27.25% |
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