Gould Capital, LLC

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CIK 1908965

13F portfolio (2026-Q1)

$165M

Positions

204

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

204

Top 5

37.4%

Top 10

50.8%

Effective N

24.0

HHI

0.042

This quarter

13 new · 0 exit →

By sector

Unclassified49.2%

Information Technology9.6%

Financials8.6%

Industrials8.6%

Communication Services7.2%

Consumer Discretionary5.8%

Health Care3.3%

Utilities2.4%

Other5.4%

By market cap

Unknown49.2%

Mega (>$200B)27.3%

Large ($10–200B)21.9%

Mid ($2–10B)1.5%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America50.8%

Other49.2%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	51.19%	73
Technology Hardware & Equipment	4.36%	7
Specialty Retail	3.57%	4
Diversified Telecommunication Services	3.41%	3
Pharmaceuticals & Biotechnology	3.23%	12
Machinery	3.18%	4
Software	3.05%	7
Banks	3.05%	9
Commercial Services & Supplies	2.84%	7
Software & IT Services	2.78%	6
Utilities	2.38%	5
Semiconductors & Semiconductor Equipment	2.09%	5
Equity Real Estate Investment Trusts (REITs)	2.07%	9
Road & Rail	2.04%	3
Beverages	2.04%	2
Hotels, Restaurants & Leisure	2.00%	2
Insurance	1.95%	2
Oil, Gas & Consumable Fuels	1.18%	3
Construction & Engineering	1.15%	1
Media & Entertainment	1.05%	3
Capital Markets	0.76%	3
Automobiles & Components	0.17%	5
Aerospace & Defense	0.14%	5
Chemicals	0.08%	7
Life Sciences Tools & Services	0.07%	2
Marine	0.05%	2
Construction Materials	0.03%	1
Health Care Providers & Services	0.02%	1
Textiles, Apparel & Luxury Goods	0.02%	1
Electrical Equipment & Components	0.02%	3
Airlines	0.01%	1
Health Care Equipment & Supplies	0.01%	3
Metals & Mining	0.00%	1
Entertainment	0.00%	1
Household Durables	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	10.04%
2	IEI	ISHARES TR	Unclassified	9.08%
3	BND	VANGUARD BD INDEX FDS	Unclassified	8.99%
4	BNDX	VANGUARD CHARLOTTE FDS	Unclassified	5.03%
5	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	4.30%
6	GLD	SPDR GOLD TR	Unclassified	3.28%
7	AAPL	Apple Inc.	Information Technology	3.02%
8	VZ	VERIZON COMMUNICATIONS INC	Communication Services	2.43%
9	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	2.39%
10	MSFT	MICROSOFT CORP	Information Technology	2.28%

132/204 names classified · sector 50.8% of weight · industry 48.8% · mkt cap 50.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, CSCO, INTC, ORCL · other

FinancialsBRK.B, AFL, BNY, TROW, JPM · other

IndustrialsUNP, CAT, AES, LRCX, PWR · other

Communication ServicesVZ, GOOG, META, NFLX, DIS · other

Consumer DiscretionarySBUX, AMZN, AZO, COST, LULU · other

Health CareMRK, GILD, AMGN, BSX, MEDP · other

Consumer StaplesKO, MO, ADM, PEP, BGS · other

UtilitiesAWK, KNTK, KMI, NEE, ES · other

Real EstatePSA, AMT, DHC, WY, NLY · other

MaterialsNKE, APD, OC, ECL, CL · other

EnergyDVN, OVV, XOM, SHEL, PSX

UnclassifiedIEI, BND, VEA, AGG, EFA · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 50.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 48% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (102 classified)Gould Capital, LLC centroid (Large Core)

Information TechnologyIndustrialsCommunication ServicesFinancialsConsumer DiscretionaryHealth CareUtilitiesConsumer StaplesReal EstateEnergyMaterials

Style box summary for Gould Capital, LLC: centroid Large Core. Heaviest cells: Large Growth 16.1%, Large Core 14.5%, Mid Value 5.6%.

Classified: 47.7% of book weight (102/204 names) · unclassified 52.3%: VEA, IEI, BND, BNDX, VWO, GLD, BRK.B, FLRN, SPYM, NVG +92 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 204 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VEAVANGUARD TAX-MANAGED FDS	258,902	$17M	10.0%	ADD 8%
2	IEIISHARES TR	126,530	$15M	9.1%	ADD 19%
3	BNDVANGUARD BD INDEX FDS	201,729	$15M	9.0%	ADD 19%
4	BNDXVANGUARD CHARLOTTE FDS	173,091	$8M	5.0%	ADD 12%
5	VWOVANGUARD INTL EQUITY INDEX F	131,348	$7M	4.3%	ADD 6%
6	GLDSPDR GOLD TR	12,590	$5M	3.3%	TRIM −14%
7	AAPLAPPLE INC	19,658	$5M	3.0%	HOLD
8	VZVERIZON COMMUNICATIONS INC	80,088	$4M	2.4%	ADD 3%
9	COSTCOSTCO WHSL CORP NEW	3,960	$4M	2.4%	ADD 11%
10	MSFTMICROSOFT CORP	10,194	$4M	2.3%	HOLD
11	KMIKINDER MORGAN INC DEL	112,078	$4M	2.3%	NEW
12	MRKMERCK & CO INC	29,036	$3M	2.1%	TRIM −8%
13	CATCATERPILLAR INC	4,919	$3M	2.1%	TRIM −38%
14	KOCOCA COLA CO	44,259	$3M	2.0%	TRIM −6%
15	UNPUNION PAC CORP	13,803	$3M	2.0%	ADD 3%
16	BRK.BBERKSHIRE HATHAWAY INC DEL	6,869	$3M	2.0%	TRIM −2%
17	SBUXSTARBUCKS CORP	36,394	$3M	2.0%	ADD 4%
18	FLRNSPDR SERIES TRUST	105,351	$3M	2.0%	ADD 9%
19	AESAES Corp.	228,157	$3M	1.9%	TRIM −8%
20	AFLAFLAC INC	29,063	$3M	1.9%	HOLD
21	PSAPUBLIC STORAGE OPER CO	11,292	$3M	1.9%	ADD 7%
22	JPMJPMORGAN CHASE & CO	10,195	$3M	1.8%	NEW
23	GOOGALPHABET INC	9,754	$3M	1.7%	TRIM −37%
24	SPYMSPDR SERIES TRUST	31,731	$2M	1.5%	ADD 11%
25	NVGNUVEEN AMT FREE MUN CR INC F	190,833	$2M	1.4%	ADD 11%
26	DELLDELL TECHNOLOGIES INC	12,271	$2M	1.2%	ADD 10%
27	NVDANVIDIA CORPORATION	11,540	$2M	1.2%	TRIM −15%
28	DVNDEVON ENERGY CORP NEW	38,241	$2M	1.2%	ADD 19%
29	PWRQUANTA SVCS INC	3,449	$2M	1.1%	TRIM −11%
30	AMZNAMAZON COM INC	9,079	$2M	1.1%	ADD 6%
31	NFLXNETFLIX INC	18,052	$2M	1.1%	ADD 18%
32	LRCXLAM RESEARCH CORP	7,934	$2M	1.0%	TRIM −51%
33	GILDGILEAD SCIENCES INC	12,160	$2M	1.0%	TRIM −9%
34	TMUST-MOBILE US INC	7,644	$2M	1.0%	ADD 80%
35	METAMETA PLATFORMS INC	2,641	$2M	0.9%	ADD 17%
36	VVISA INC	4,710	$1M	0.9%	ADD 12%
37	RMBSRAMBUS INC DEL	15,760	$1M	0.8%	TRIM −14%
38	APOAPOLLO GLOBAL MGMT INC	10,674	$1M	0.7%	ADD 20%
39	VEEVVEEVA SYS INC	6,580	$1M	0.7%	ADD 47%
40	RKTROCKET COS INC	78,751	$1M	0.7%	TRIM −17%
41	IBITISHARES BITCOIN TRUST ETF	25,847	$993,042	0.6%	ADD 47%
42	NZFNUVEEN MUNICIPAL CREDIT INC	69,591	$847,618	0.5%	TRIM −5%
43	BNDWVANGUARD SCOTTSDALE FDS	9,542	$652,196	0.4%	ADD 8%
44	COLBCOLUMBIA BKG SYS INC	23,204	$636,486	0.4%	HOLD
45	IAUISHARES GOLD TR	4,350	$383,496	0.2%	TRIM −5%
46	AOAISHARES TR	3,764	$333,060	0.2%	TRIM −5%
47	NADNUVEEN QUALITY MUNCP INCOME	28,689	$329,924	0.2%	TRIM −2%
48	VXUSVANGUARD STAR FDS	3,906	$301,192	0.2%	ADD 5%
49	GOOGLALPHABET INC	832	$239,250	0.1%	TRIM −4%
50	ESGDISHARES TR	1,887	$180,435	0.1%	HOLD
51	TSLATESLA INC	413	$153,533	0.1%	ADD 14%
52	GLDMWORLD GOLD TR	1,624	$150,529	0.1%	ADD 40%
53	SHVISHARES TR	1,359	$150,020	0.1%	TRIM −96%
54	ICLNISHARES TR	8,158	$149,210	0.1%	TRIM −8%
55	RKLBROCKET LAB CORP	2,225	$142,890	0.1%	ADD 11%
56	EAGGISHARES TR	2,842	$135,137	0.1%	ADD 41%
57	NLYANNALY CAPITAL MANAGEMENT IN	6,016	$127,231	0.1%	ADD 168%
58	VCRMVANGUARD MUN BD FDS	1,650	$123,998	0.1%	HOLD
59	SPDWSPDR INDEX SHS FDS	2,709	$123,666	0.1%	NEW
60	IBMINTERNATIONAL BUSINESS MACHS	500	$121,195	0.1%	HOLD
61	DHCDIVERSIFIED HEALTHCARE TR	17,844	$118,486	0.1%	HOLD
62	BANRBANNER CORP	1,933	$117,294	0.1%	HOLD
63	SUSBISHARES TR	4,666	$116,953	0.1%	ADD 53%
64	MUBISHARES TR	1,073	$113,899	0.1%	ADD 50%
65	ETBEATON VANCE TAX MNGED BUY WR	7,518	$108,408	0.1%	HOLD
66	RIVNRIVIAN AUTOMOTIVE INC	7,025	$105,726	0.1%	HOLD
67	IWVISHARES TR	238	$88,222	0.1%	HOLD
68	ESGEISHARES INC	1,797	$81,710	0.0%	TRIM −9%
69	NEENEXTERA ENERGY INC	802	$74,490	0.0%	ADD 4%
70	NATNORDIC AMERICAN TANKERS LIMI	12,700	$74,422	0.0%	HOLD
71	QQQMINVESCO EXCH TRADED FD TR II	306	$72,755	0.0%	ADD 8%
72	MEDPMEDPACE HLDGS INC	150	$72,029	0.0%	HOLD
73	ORCLORACLE CORP	480	$70,613	0.0%	HOLD
74	MYIBLACKROCK MUNIYIELD QUALITY	6,350	$66,739	0.0%	HOLD
75	SPEMSPDR INDEX SHS FDS	1,252	$58,731	0.0%	NEW
76	SCHWSCHWAB CHARLES CORP	600	$56,388	0.0%	HOLD
77	ESEVERSOURCE ENERGY	800	$55,424	0.0%	HOLD
78	WYWEYERHAEUSER CO	2,130	$52,036	0.0%	HOLD
79	SANBANCO SANTANDER S.A.	4,521	$50,997	0.0%	TRIM −32%
80	VTESVANGUARD WELLINGTON FD	500	$50,570	0.0%	HOLD
81	OCOWENS CORNING NEW	449	$48,591	0.0%	ADD 88%
82	GSGISHARES S&P GSCI COMMODITY-	1,500	$48,375	0.0%	HOLD
83	BABOEING CO	243	$48,364	0.0%	HOLD
84	ECLECOLAB INC	180	$47,884	0.0%	ADD 14%
85	EAOAISHARES TR	1,177	$47,711	0.0%	HOLD
86	AAGILENT TECHNOLOGIES INC	409	$46,618	0.0%	ADD 55%
87	COINCOINBASE GLOBAL INC	255	$44,526	0.0%	HOLD
88	WMBWILLIAMS COS INC	600	$43,668	0.0%	HOLD
89	AXONAXON ENTERPRISE INC	100	$42,469	0.0%	HOLD
90	ENPHENPHASE ENERGY INC	1,100	$41,591	0.0%	TRIM −22%
91	BROSDUTCH BROS INC	806	$40,832	0.0%	HOLD
92	CORTCORCEPT THERAPEUTICS INC	1,000	$40,310	0.0%	ADD 67%
93	GBCIGLACIER BANCORP INC NEW	855	$38,193	0.0%	HOLD
94	AEHRAEHR TEST SYS	1,000	$37,080	0.0%	HOLD
95	DGXQUEST DIAGNOSTICS INC	189	$37,040	0.0%	ADD 11%
96	PFGPRINCIPAL FINANCIAL GROUP IN	408	$36,765	0.0%	NEW
97	SOXXISHARES TR	110	$36,179	0.0%	ADD 39%
98	PLDPROLOGIS INC.	272	$35,953	0.0%	ADD 22%
99	ATAIATAIBECKLEY INC	10,000	$35,400	0.0%	HOLD
100	CLCOLGATE PALMOLIVE CO	412	$35,115	0.0%	ADD 39%
101	CMICUMMINS INC	65	$34,971	0.0%	TRIM −7%
102	MUMICRON TECHNOLOGY INC	100	$33,784	0.0%	TRIM −77%
103	NKENIKE INC	633	$33,439	0.0%	HOLD
104	HDHOME DEPOT INC	100	$32,889	0.0%	ADD 59%
105	AORISHARES TR	500	$32,175	0.0%	TRIM −78%
106	LULULULULEMON ATHLETICA INC	206	$31,539	0.0%	NEW
107	EFTEATON VANCE FLTING RATE INC	2,853	$30,612	0.0%	HOLD
108	QQQINVESCO QQQ TR	51	$29,590	0.0%	HOLD
109	FFIVF5 INC	100	$28,933	0.0%	HOLD
110	GNRCGENERAC HLDGS INC	148	$28,909	0.0%	TRIM −59%
111	PFEPFIZER INC	1,000	$28,089	0.0%	HOLD
112	COFCAPITAL ONE FINL CORP	150	$27,365	0.0%	ADD 50%
113	RDDTREDDIT INC	200	$26,930	0.0%	HOLD
114	JNJJOHNSON & JOHNSON	110	$26,888	0.0%	HOLD
115	URAGLOBAL X FDS	535	$25,910	0.0%	HOLD
116	SPABSPDR SERIES TRUST	1,000	$25,620	0.0%	TRIM −31%
117	UBERUBER TECHNOLOGIES INC	345	$24,816	0.0%	HOLD
118	TGTTARGET CORP	200	$24,240	0.0%	HOLD
119	HONHONEYWELL INTL INC	100	$22,603	0.0%	HOLD
120	SHOPSHOPIFY INC	165	$19,572	0.0%	HOLD
121	PCARPACCAR INC	168	$19,404	0.0%	HOLD
122	ABNBAIRBNB INC	150	$18,942	0.0%	TRIM −25%
123	ACHRARCHER AVIATION INC	3,560	$18,405	0.0%	HOLD
124	ALKAlaska Air Group, Inc.	470	$17,287	0.0%	HOLD
125	CNICANADIAN NATL RY CO	160	$16,443	0.0%	HOLD
126	INTCINTEL CORP	350	$15,446	0.0%	HOLD
127	DOCHEALTHPEAK PROPERTIES INC	800	$13,144	0.0%	HOLD
128	SPYSTATE STR SPDR S&P 500 ETF T	20	$13,007	0.0%	HOLD
129	PSLVSPROTT ASSET MANAGEMENT LP	500	$12,195	0.0%	HOLD
130	FTNTFORTINET INC	146	$11,931	0.0%	HOLD
131	XOMEXXON MOBIL CORP	70	$11,876	0.0%	HOLD
132	IONQIONQ INC	410	$11,820	0.0%	HOLD
133	TOSTTOAST INC	415	$11,002	0.0%	HOLD
134	CRWDCROWDSTRIKE HLDGS INC	28	$10,931	0.0%	HOLD
135	MMM3M CO	71	$10,311	0.0%	HOLD
136	BMYBRISTOL-MYERS SQUIBB CO	160	$9,719	0.0%	HOLD
137	PGPROCTER AND GAMBLE CO	63	$9,100	0.0%	HOLD
138	XYZBLOCK INC	150	$9,027	0.0%	HOLD
139	ITRIITRON INC	100	$8,963	0.0%	HOLD
140	BBAIBIGBEAR AI HLDGS INC	2,500	$8,800	0.0%	HOLD
141	FDRVFIDELITY COVINGTON TRUST	500	$8,223	0.0%	HOLD
142	UHTUNIVERSAL HEALTH RLTY INCOME	200	$8,094	0.0%	HOLD
143	LACLITHIUM AMERS CORP NEW	2,000	$7,900	0.0%	HOLD
144	ACWIISHARES TR	53	$7,334	0.0%	HOLD
145	CUBECUBESMART	200	$7,330	0.0%	HOLD
146	EXREXTRA SPACE STORAGE INC	55	$7,212	0.0%	HOLD
147	UPSUNITED PARCEL SERVICE INC	70	$6,887	0.0%	HOLD
148	PYPLPAYPAL HLDGS INC	150	$6,785	0.0%	HOLD
149	FISVFISERV INC	116	$6,473	0.0%	TRIM −42%
150	VTIVANGUARD INDEX FDS	20	$6,416	0.0%	ADD 300%
151	OVVOVINTIV INC	108	$6,411	0.0%	TRIM −100%
152	VPUVANGUARD WORLD FD	32	$6,248	0.0%	ADD 3%
153	PDTHANCOCK JOHN PREM DIVID FD	449	$5,882	0.0%	HOLD
154	SMHVANECK ETF TRUST	15	$5,793	0.0%	HOLD
155	WMWASTE MGMT INC DEL	25	$5,745	0.0%	HOLD
156	DISDISNEY WALT CO	58	$5,590	0.0%	TRIM −28%
157	ONONON HLDG AG	150	$5,103	0.0%	HOLD
158	BMNRBITMINE IMMERSION TECNOLOGIE	234	$4,629	0.0%	HOLD
159	IHAKISHARES TR	104	$4,541	0.0%	TRIM −19%
160	AAAUGOLDMAN SACHS PHYSICAL GOLD	98	$4,527	0.0%	HOLD
161	TROWPRICE T ROWE GROUP INC	43	$3,876	0.0%	TRIM −100%
162	FFORD MTR CO	329	$3,800	0.0%	HOLD
163	VTHRVANGUARD SCOTTSDALE FDS	13	$3,793	0.0%	HOLD
164	VOOVANGUARD INDEX FDS	6	$3,585	0.0%	HOLD
165	MQYBLACKROCK MUNIYILD QULT FD I	308	$3,382	0.0%	NEW
166	CRSPCRISPR THERAPEUTICS AG	70	$3,330	0.0%	HOLD
167	HYTBLACKROCK CORPOR HI YLD FD I	307	$2,616	0.0%	HOLD
168	SONYSONY GROUP CORP	125	$2,588	0.0%	HOLD
169	PPTPUTNAM PREMIER INCOME TR	708	$2,513	0.0%	HOLD
170	SABASABA CAPITAL INCOME & OPPORT	300	$2,496	0.0%	HOLD
171	AGGISHARES TR	25	$2,482	0.0%	HOLD
172	OKLOOKLO INC	50	$2,480	0.0%	NEW
173	JOBYJOBY AVIATION INC	300	$2,478	0.0%	NEW
174	HDVISHARES TR	18	$2,443	0.0%	HOLD
175	VIVTELEFONICA BRASIL SA	150	$2,387	0.0%	HOLD
176	SFLSFL CORPORATION LTD	200	$2,158	0.0%	HOLD
177	XRAYDENTSPLY SIRONA INC	181	$2,100	0.0%	HOLD
178	CHDCHURCH & DWIGHT CO INC	20	$1,866	0.0%	HOLD
179	GLVCLOUGH GLOBAL DIVID & INCOME	300	$1,776	0.0%	HOLD
180	GEGE AEROSPACE	6	$1,703	0.0%	HOLD
181	VOXVANGUARD WORLD FD	9	$1,619	0.0%	HOLD
182	VYMIVANGUARD WHITEHALL FDS	16	$1,508	0.0%	HOLD
183	TAKTAKEDA PHARMACEUTICAL CO LTD	70	$1,296	0.0%	HOLD
184	SLXVANECK ETF TRUST	14	$1,285	0.0%	HOLD
185	IJHISHARES TR	16	$1,080	0.0%	HOLD
186	VIGVANGUARD SPECIALIZED FUNDS	5	$1,075	0.0%	HOLD
187	FOXFOX CORP	20	$1,062	0.0%	HOLD
188	VOTVANGUARD INDEX FDS	4	$1,029	0.0%	HOLD
189	VBILVANGUARD INSTL INDEX FD	13	$983	0.0%	HOLD
190	VNQVANGUARD INDEX FDS	11	$976	0.0%	HOLD
191	PRTAPROTHENA CORP PLC	100	$972	0.0%	HOLD
192	DIASPDR DOW JONES INDL AVERAGE	2	$926	0.0%	HOLD
193	IBRXIMMUNITYBIO INC	117	$897	0.0%	HOLD
194	GEVGE VERNOVA INC	1	$873	0.0%	HOLD
195	EBSEMERGENT BIOSOLUTIONS INC	100	$830	0.0%	HOLD
196	IYHISHARES TR	12	$740	0.0%	HOLD
197	SLVISHARES SILVER TR	8	$545	0.0%	NEW
198	AIPOTIDAL TRUST II	20	$499	0.0%	NEW
199	SPOTSPOTIFY TECHNOLOGY S A	1	$485	0.0%	HOLD
200	BITUPROSHARES ULTRA BITCOIN ETF	40	$466	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VEAVANGUARD TAX-MANAGED FDS

217K

244K

242K

241K

259K

$17M

IEIISHARES TR

103K

107K

108K

106K

127K

$15M

BNDVANGUARD BD INDEX FDS

162K

169K

171K

170K

202K

$15M

BNDXVANGUARD CHARLOTTE FDS

150K

154K

156K

155K

173K

$8M

VWOVANGUARD INTL EQUITY INDEX F

85K

125K

124K

123K

131K

$7M

GLDSPDR GOLD TR

19K

15K

13K

$5M

AAPLAPPLE INC

22K

19K

20K

$5M

VZVERIZON COMMUNICATIONS INC

74K

78K

79K

78K

80K

$4M

COSTCOSTCO WHSL CORP NEW

255

330

813

$4M

MSFTMICROSOFT CORP

10K

$4M

KMIKINDER MORGAN INC DEL

—

112K

$4M

MRKMERCK & CO INC

25K

30K

31K

32K

29K

$3M

CATCATERPILLAR INC

$3M

KOCOCA COLA CO

47K

48K

47K

44K

$3M

UNPUNION PAC CORP

12K

13K

14K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Gould Capital, LLC