Top 50 Gould Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 10.04% | 258.9K | $16.6M | +7.60%(+18.29K) | $45.77(+54.70%) | 2026-03-31 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 9.08% | 126.5K | $15.0M | +19.24%(+20.42K) | $127.04(-7.82%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 8.99% | 201.7K | $14.9M | +18.73%(+31.83K) | $72.86(+0.34%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 5.03% | 173.1K | $8.3M | +11.76%(+18.21K) | $54.10(-10.84%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4.3% | 131.3K | $7.1M | +6.46%(+7.97K) | $42.08(+40.30%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 3.28% | 12.6K | $5.4M | -14.32%(-2.10K) | $168.11(+124.93%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.02% | 19.7K | $5.0M | -1.06%(-210) | $159.32(+93.71%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC COM | 2.43% | 80.1K | $4.0M | +3.04%(+2.36K) | $48.42(-12.11%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 2.39% | 4.0K | $3.9M | +10.77%(+385) | $885.61(+7.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.28% | 10.2K | $3.8M | +0.96%(+97) | $277.43(+40.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.34% | +27.16% |
| Top 20 Holdings Unweighted | +9.96% | +32.96% |
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