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Gould Capital LLC

Portfolio Manager
Gould Capital LLC
Performance
+1.24% (2026 Q1)
AUM (13F)
$165.26M
# of Holdings
204
Performance Rank
Allocation (Top 20)
71.2%

Gould Capital LLC Holdings Map

Top 50 Gould Capital LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
10.04%258.9K$16.6M
+7.60%(+18.29K)
2025-Q1: 244.2K shares2025-Q2: 243.7K shares2025-Q3: 242.3K shares2025-Q4: 240.6K shares2026-Q1: 258.9K shares
$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)
2025-Q1: 106.7K shares2025-Q2: 106.6K shares2025-Q3: 107.7K shares2025-Q4: 106.1K shares2026-Q1: 126.5K shares
$127.04(-7.82%)
2026-03-31
BND
VANGUARD TOTAL BOND MARKET ETF
8.99%201.7K$14.9M
+18.73%(+31.83K)
2025-Q1: 169.5K shares2025-Q2: 169.4K shares2025-Q3: 171.3K shares2025-Q4: 169.9K shares2026-Q1: 201.7K shares
$72.86(+0.34%)
2026-03-31
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
5.03%173.1K$8.3M
+11.76%(+18.21K)
2025-Q1: 154.5K shares2025-Q2: 154.4K shares2025-Q3: 156.4K shares2025-Q4: 154.9K shares2026-Q1: 173.1K shares
$54.10(-10.84%)
2026-03-31
VWO
VANGUARD FTSE EMERGING MARKETS ETF
4.3%131.3K$7.1M
+6.46%(+7.97K)
2025-Q1: 124.5K shares2025-Q2: 124.4K shares2025-Q3: 124.2K shares2025-Q4: 123.4K shares2026-Q1: 131.3K shares
$42.08(+40.30%)
2026-03-31
GLD
SPDR GOLD SHARES
3.28%12.6K$5.4M
-14.32%(-2.10K)
2025-Q1: 15.4K shares2025-Q2: 15.2K shares2025-Q3: 14.9K shares2025-Q4: 14.7K shares2026-Q1: 12.6K shares
$168.11(+124.93%)
2026-03-31
AAPL
APPLE INC COM
3.02%19.7K$5.0M
-1.06%(-210)
2025-Q1: 19.5K shares2025-Q2: 19.7K shares2025-Q3: 19.9K shares2025-Q4: 19.9K shares2026-Q1: 19.7K shares
$159.32(+93.71%)
2026-03-31
VZ
VERIZON COMMUNICATIONS INC COM
2.43%80.1K$4.0M
+3.04%(+2.36K)
2025-Q1: 77.9K shares2025-Q2: 78.3K shares2025-Q3: 78.5K shares2025-Q4: 77.7K shares2026-Q1: 80.1K shares
$48.42(-12.11%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION COM
2.39%4.0K$3.9M
+10.77%(+385)
2025-Q1: 330 shares2025-Q2: 330 shares2025-Q3: 813 shares2025-Q4: 3.6K shares2026-Q1: 4.0K shares
$885.61(+7.46%)
2026-03-31
MSFT
MICROSOFT CORP COM
2.28%10.2K$3.8M
+0.96%(+97)
2025-Q1: 10.3K shares2025-Q2: 10.4K shares2025-Q3: 10.2K shares2025-Q4: 10.1K shares2026-Q1: 10.2K shares
$277.43(+40.75%)
2026-03-31

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