account_balance
Investment manager · 13F filer · SEC CIK 1091961
Gould Asset Management LLC
Reported value$616Mas of Sep 30, 2026
Positions174 6 new, 8 sold out
Top 10 weight60.0%SPY alone is 25%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
25.3%Trimmed −9%
STIPiShares 0-5 Year Tips Bond Et
8.7%Added +13%
VGSHVanguard Short Term Treasury
5.7%Trimmed −6%
TLTiShares Barclays 20 Year Tre
3.4%Trimmed −2%
VCSHVanguard Short-Term Corporate
3.3%
BABInvesco Taxable Municipal Bon
3.0%
GLDMWorld Gold Trust
2.8%Trimmed −4%
VNQVanguard REIT Index ETF
2.8%Added +2%
BWXSPDR Barclays Intl Treasury B
2.6%
IVViShares S&P 500 Index ETF
2.5%
AAPLApple Inc.
2.3%
BNDX2.0%
SPYSPDR S&P 500 ETF Trust
25.3%Trimmed −9%
STIPiShares 0-5 Year Tips Bond Et
8.7%+13%
VGSHVanguard Short Term Treasury
5.7%−6%
TLT3.4%
VCSH3.3%
BAB3.0%
GLDMVNQ2.8%
BWX2.6%
IVV2.5%
AAPL2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 25.3% Trimmed −9%
STIP iShares 0-5 Year Tips Bond Et 8.7% Added +13%
VGSH Vanguard Short Term Treasury 5.7% Trimmed −6%
TLT iShares Barclays 20 Year Tre 3.4% Trimmed −2%
VCSH Vanguard Short-Term Corporate 3.3% Held
BAB Invesco Taxable Municipal Bon 3.0% Held
GLDM World Gold Trust 2.8% Trimmed −4%VNQ Vanguard REIT Index ETF 2.8% Added +2%
BWX SPDR Barclays Intl Treasury B 2.6% Held
IVV iShares S&P 500 Index ETF 2.5% Trimmed −3%
AAPL Apple Inc. 2.3% HeldBNDX Vanguard Total International 2.0% Added +9%
What changed
Biggest moves since Jun 30, 2026
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