Gould Asset Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Gould Asset Management LLC reported 163 stock positions worth $433.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 30.6% of the portfolio, followed by iShares 0-5 Year Tips Bond E (STIP, 5.5%) and iShares 20+ Year Treasury BD (TLT, 5.3%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 44 and reduced 46. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +59%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).

Most Recent 13F
Q2 2026
Location
CLAREMONT, CA
CIK
0001091961
Portfolio Value
$433.5M (Q2 2024)
SEC Filing
0001437749-24-024610 ↗ filed Aug 5, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $413.4M Q1 2024 Q2 2024: $433.5M $433.5M Q2 2024 Q3 2024: $466.8M Q3 2024 Q4 2024: $474.9M Q4 2024 Q1 2025: $484.9M Q1 2025 Q2 2025: $510.5M Q2 2025 Q3 2025: $538.5M Q3 2025 Q4 2025: $564.2M Q4 2025 Q1 2026: $575.7M Q1 2026 Q2 2026: $634.8M Q2 2026

Holdings 163 stocks · $433.5M
SPY SS SPDR S&P 500 ETF Trust-US 30.63% 243,947 $132.8M Reduce -1.5%
STIP iShares 0-5 Year Tips Bond E 5.49% 239,211 $23.8M Add +58.7%
TLT iShares 20+ Year Treasury BD 5.27% 248,683 $22.8M Add +1.6%
VGSH Vanguard Short-Term Treasury 4.76% 355,462 $20.6M Add +3.7%
IVV iShares Core S&P 500 ETF 3.12% 24,726 $13.5M Reduce -2.9%
VCSH Vanguard S/T Corp. Bond ETF 3.10% 173,774 $13.4M Add +5.3%
BAB Invesco Taxable Municipal Bo 2.88% 473,903 $12.5M Add +3.4%
VNQ Vanguard Real Estate ETF 2.69% 139,001 $11.6M Add +5.6%
GLDM SPDR Gold Minishares Trust 2.60% 244,853 $11.3M Add +0.8%
SPYX SS SPDR S&P 500 Foss FL ETF 1.86% 180,904 $8.1M Reduce -2.1%
VEA Vanguard Ftse Developed ETF 1.81% 158,780 $7.8M Reduce -4.1%
VXF Vanguard Extended Market ETF 1.58% 40,580 $6.8M Reduce -0.1%
AAPL Apple Inc. 1.43% 29,440 $6.2M Reduce -0.4%
BOND PIMCO Active Bond Exchange-T 1.38% 65,738 $6.0M Add +5.0%
VTIP Vanguard Short-Term Tips 1.26% 112,352 $5.5M Reduce -2.4%
XSOE Wisdmtree Emerg MKT Ex-St Ow 1.21% 170,835 $5.2M Add +20.8%
EFA iShares MSCI Eafe ETF 0.99% 54,720 $4.3M Reduce -2.8%
DFAX Dimensional World Ex US Core 0.95% 161,249 $4.1M Add +2.4%
MSFT Microsoft Corp. 0.84% 8,190 $3.7M Add +2.7%
ESGV Vanguard ESG US Stock ETF 0.83% 37,031 $3.6M Add +0.9%
VCLT Vanguard Long-Term Corp. Bond 0.82% 46,790 $3.5M Add +5.2%
MDY State Street SPDR S&P Midcap 0.78% 6,336 $3.4M Reduce -1.6%
BND Vanguard Total Bond Market 0.69% 41,742 $3.0M Reduce -1.0%
SHV iShares 0-1 Year Treasury Bo 0.65% 25,367 $2.8M Add +19.1%
IAU iShares Gold Trust 0.60% 59,128 $2.6M Reduce -3.1%
ESGD iShares Trust iShares ESG Aw 0.57% 31,182 $2.5M Add +2.7%
SPSB SS SPDR P St C Corp. ETF 0.51% 74,605 $2.2M Add +1.3%
GLD SPDR Gold Shares 0.51% 10,211 $2.2M Reduce -6.5%
CMF iShares California Muni Bond 0.47% 35,950 $2.0M Add +14.1%
USXF iShares ESG Advance MSCI USA 0.46% 42,725 $2.0M No change
IBTE iShares Ibonds Dec 2024 Term 0.46% 82,690 $2.0M Add +67.3%
VSGX Vanguard ESG Intl Stock ETF 0.45% 33,802 $1.9M Reduce -2.7%
CRBN Ish Low Car Opt Ms Ac ETF-US 0.44% 10,440 $1.9M Reduce -8.3%
IBTG iShares Ibonds Dec 2026 Term 0.43% 81,450 $1.8M Add +76.3%
IBTF iShares Ibonds Dec 2025 Term 0.42% 79,307 $1.8M Add +76.4%
ESGU iShares ESG Aware MSCI USA 0.41% 14,786 $1.8M Reduce -3.6%
VWO Vanguard Ftse Emerging Marke 0.39% 38,686 $1.7M Reduce -21.9%
SUSA iShares ESG Optimized MSCI U 0.37% 14,238 $1.6M Reduce -3.3%
IDV iShares International Select 0.37% 57,400 $1.6M Reduce -3.3%
XVV iShares ESG Select Screened 0.36% 37,510 $1.6M No change
COST Costco Wholesale Corp. 0.32% 1,637 $1.4M No change
XJH Ishare ESG SS S&P Midcap ETF 0.32% 34,625 $1.4M Add +0.5%
PEP Pepsico Inc. 0.30% 7,998 $1.3M Reduce -0.8%
VEU Vanguard Ftse All-World Ex-U 0.30% 22,015 $1.3M Reduce -1.6%
JPM JPMorgan Chase & Co. 0.29% 6,226 $1.3M No change
DMXF iShares ESG Advanc MSCI Eafe 0.28% 18,100 $1.2M No change
SCHF Schwab Intl Equity ETF 0.27% 29,995 $1.2M Reduce -2.8%
AVGO Broadcom Inc. 0.27% 717 $1.2M Add +1.3%
IBDR iShares Ibonds Dec 2026 Term 0.26% 48,198 $1.1M Add +41.3%
IBDP iShares Ibonds Dec 2024 Term 0.26% 45,392 $1.1M Add +41.6%
IBDQ iShares Ibonds Dec 2025 Term 0.26% 45,865 $1.1M Add +41.7%
HD Home Depot Inc. 0.24% 3,047 $1.0M Reduce -0.9%
WMT Walmart Inc. 0.24% 15,310 $1.0M Reduce -0.2%
V Visa Inc. Class A 0.22% 3,617 $949K Add +2.5%
VCIT Vanguard Int-Term Corporate 0.21% 11,618 $929K Add +14.4%
PGX Invesco Preferred ETF 0.21% 79,278 $916K Add +1.5%
VYM Vanguard High DVD Yield ETF 0.21% 7,660 $908K Reduce -2.6%
VGLT Vanguard Long-Term Treasury 0.21% 15,665 $904K Reduce -6.7%
EWT iShares MSCI Taiwan ETF 0.20% 16,400 $889K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.20% 5,519 $885K Reduce -2.4%
TIP iShares Tips Bond ETF 0.20% 8,267 $883K Add +4.5%
XOM Exxon Mobil Corp. 0.20% 7,651 $881K No change
AMZN Amazon.com Inc. 0.20% 4,557 $881K Add +14.9%
DCOR Dimensional US Core Eq 1 ETF 0.20% 14,784 $880K Add +33.0%
DVY iShares Select Dividend ETF 0.20% 7,248 $877K Reduce -3.3%
UNH Unitedhealth Group Inc. 0.20% 1,673 $852K No change
MA Mastercard Inc. Class A 0.19% 1,827 $806K Add +3.8%
TRGP Targa Resources Corp. 0.18% 6,179 $796K No change
PG The Procter & Gamble Co. 0.18% 4,818 $795K No change
ESGE iShares Inc. iShares ESG Awar 0.18% 23,516 $788K Reduce -6.3%
DFAU Dimensional US Core Equity M 0.18% 20,785 $779K Reduce -1.1%
AMLP Alerian MLP ETF 0.18% 15,852 $761K Reduce -1.5%
EWC iShares MSCI Canada ETF 0.17% 20,134 $747K Reduce -2.1%
MCD McDonald's Corp. 0.17% 2,895 $738K Reduce -2.7%
EWY iShares MSCI South Korea ETF 0.16% 10,807 $714K No change
MUB iShares National Muni Bond E 0.16% 6,460 $688K Add +4.5%
ACN Accenture PLC Class A 0.16% 2,217 $673K No change
VOO Vanguard S&P 500 ETF 0.15% 1,286 $643K Reduce -3.0%
TXN Texas Instruments Inc. 0.15% 3,291 $640K No change
OKE Oneok Inc. 0.14% 7,544 $615K No change
EWS iShares MSCI Singapore ETF 0.14% 31,289 $601K No change
LLY Eli Lilly & Co. 0.14% 663 $600K Add +6.3%
SYK Stryker Corp. 0.14% 1,729 $588K Add +1.8%
EWH iShares MSCI Hong Kong ETF 0.14% 38,436 $588K No change
STPZ PIMCO 1-5 Year US Tips Index 0.13% 11,065 $571K Reduce -4.2%
ET Energy Transfer LP 0.13% 34,056 $552K No change
ORCL Oracle Corp. 0.13% 3,868 $546K Add +5.7%
IYR iShares US Real Estate ETF 0.12% 6,155 $540K Reduce -3.5%
MRK Merck & Co. Inc. 0.12% 4,273 $529K Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 1,275 $519K Reduce -5.9%
CAT Caterpillar Inc. 0.11% 1,490 $496K No change
EAGG iShares ESG Aware US Aggrega 0.11% 10,562 $492K Add +6.9%
EMXF iShares ESG Adv MSCI Em ETF 0.11% 13,025 $478K No change
LOW Lowe's Cos Inc. 0.11% 2,162 $477K No change
VTI VG Morningstar TS MKT ETF-US 0.11% 1,775 $475K No change
PGF Invesco Financial Preferred 0.11% 32,225 $475K Add +2.2%
ABT Abbott Laboratories 0.11% 4,427 $460K No change
VCEB Vanguard ESG US Corp. Bond 0.10% 7,275 $451K No change
DSI iShares ESG MSCI KLD 400 ETF 0.10% 4,342 $451K Reduce -1.3%
BG Bunge Global SA 0.10% 4,160 $444K No change
IBMM iShares Ibonds Dec 2024 Term 0.10% 16,690 $435K No change
IBMO iShares Ibonds Dec 2026 Term 0.10% 17,130 $434K No change
IBMN iShares Ibonds Dec 2025 Term 0.10% 16,345 $433K No change
EPD Enterprise Products Partners 0.10% 14,792 $429K Add +0.0%
NEE Nextera Energy Inc. 0.10% 5,884 $417K No change
CSCO Cisco Systems Inc. 0.09% 8,536 $406K No change
EUSB Ishr ESG Advn Universal BD-$ 0.09% 9,500 $404K No change
OEF iShares S&P 100 ETF 0.09% 1,509 $399K No change
SMIN iShares MSCI India Small-Cap 0.09% 4,930 $399K No change
KO The Coca-Cola Co. 0.09% 6,211 $395K Reduce -1.6%
IEFA iShares Core MSCI Eafe ETF 0.09% 5,222 $379K No change
PAA Plains All Amer Pipeline LP 0.08% 20,485 $366K No change
XEMDX Western Asset Emrg MRKT DBT 0.08% 38,985 $363K No change
EWW iShares MSCI Mexico ETF 0.08% 6,365 $360K No change
UNP Union Pacific Corp. 0.08% 1,560 $353K No change
JNJ Johnson & Johnson 0.08% 2,400 $351K Reduce -11.5%
SUSB iShares ESG Aware 1-5 Year U 0.08% 14,180 $347K Add +15.2%
TRP TC Energy Corp. 0.08% 9,003 $341K No change
HON Honeywell International Inc. 0.08% 1,584 $338K No change
ENB Enbridge Inc. 0.08% 9,313 $331K Reduce -1.5%
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.08% 8,605 $326K Add +0.6%
VWOB Vanguard Emerg MKTS Gov BND 0.07% 5,005 $315K Reduce -6.5%
LIN Linde PLC 0.07% 702 $308K Add +6.5%
EEMS iShares MSCI Emerging MKT SM 0.07% 4,890 $299K No change
BMY Bristol-Myers Squibb Co. 0.07% 7,170 $298K Reduce -1.4%
BGRN iShares Usd Green Bond ETF 0.07% 6,350 $296K No change
IIF Morgan Stanley India Invest 0.07% 10,884 $291K No change
FXI iShares China Large-Cap ETF 0.07% 10,954 $285K No change
SPGI S&P Global Inc. 0.07% 638 $285K Add +4.9%
CGW Invesco S&P Global Water Ind 0.07% 5,095 $282K No change
VIG Vanguard Dividend Apprec ETF 0.06% 1,510 $276K No change
NVDA Nvidia Corp. 0.06% 2,210 $273K New
BRFS BRF SA-ADR 0.06% 66,915 $272K No change
PFE Pfizer Inc. 0.06% 9,713 $272K No change
HYD Vaneck High Yield Muni ETF 0.06% 5,180 $268K Reduce -2.1%
META Meta Platforms Inc. Class A 0.06% 521 $263K New
QCOM Qualcomm Inc. 0.06% 1,285 $256K Reduce -3.8%
EWA iShares MSCI Australia ETF 0.06% 10,390 $254K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 2,520 $250K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 6,279 $250K Reduce -6.0%
WFC Wells Fargo & Co. 0.06% 4,157 $247K No change
LMT Lockheed Martin Corp. 0.06% 525 $245K No change
BN Brookfield Corp. 0.06% 5,897 $245K No change
JGH Nuveen Global High Income 0.06% 18,861 $241K No change
QQQ Invesco QQQ Trust Series 1 0.06% 500 $240K No change
NKE Nike Inc. Class B 0.05% 3,056 $230K No change
PFXF Vaneck Pref Sec X-Financials 0.05% 13,295 $230K Add +1.4%
CB Chubb Ltd. 0.05% 886 $226K No change
EZA iShares MSCI South Africa Et 0.05% 5,180 $224K No change
GOOGL Alphabet Inc. Class A 0.05% 1,200 $219K New
FAN First Trust Global Wind Ener 0.05% 13,430 $218K No change
ADP Automatic Data Processing 0.05% 907 $216K No change
GE General Electric filed as GE AEROSPACE 0.05% 1,347 $214K No change
MOO Vaneck Agribusiness ETF 0.05% 3,012 $211K No change
INTU Intuit Inc. 0.05% 319 $210K New
EMLC Vaneck JPM Em Local Curr BND 0.05% 8,757 $208K New
IWB iShares Russell 1000 ETF 0.05% 694 $206K New
CRESY Cresud S.A.-Spons ADR 0.05% 24,066 $198K No change
BRF Vaneck Brazil Small-Cap ETF 0.05% 14,355 $197K No change
ITUB Itau Unibanco H-Spon PRF ADR 0.04% 30,710 $179K No change
VALE Vale SA-SP ADR 0.04% 15,940 $178K No change
BBD Banco Bradesco-ADR 0.03% 65,466 $147K No change
AMLIF American Lithium Corp. 0.00% 14,414 $8K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $16K (not counted above)
SecurityClassShares / PrincipalValueChange
CRESW Cresud Saci-CW26 *W EXP 03/09/202 32,840$16KNo change

Total filed on the 13F, all lines: $433.5M.

Portfolio Sells Q1 2024 → Q2 2024
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.5% 30.63% −0.70
VEA Vanguard Ftse Developed ETF Reduce -4.1% 1.81% −0.20
VXF Vanguard Extended Market ETF Reduce -0.1% 1.58% −0.14
IVV iShares Core S&P 500 ETF Reduce -2.9% 3.12% −0.12
ICSH iShares Ultra Short Duration Sold out 0.00% −0.11
VWO Vanguard Ftse Emerging Marke Reduce -21.9% 0.39% −0.11
EFA iShares MSCI Eafe ETF Reduce -2.8% 0.99% −0.10
MDY State Street SPDR S&P Midcap Reduce -1.6% 0.78% −0.08
VTIP Vanguard Short-Term Tips Reduce -2.4% 1.26% −0.08
EEM iShares MSCI Emerging Market Sold out 0.00% −0.07
SCHE Schwab Emrg Mrkts Eqty ETF Sold out 0.00% −0.06
CRBN Ish Low Car Opt Ms Ac ETF-US Reduce -8.3% 0.44% −0.05
ITW Illinois Tool Works Sold out 0.00% −0.05
SPYX SS SPDR S&P 500 Foss FL ETF Reduce -2.1% 1.86% −0.05
FM iShares Frontier and Select Sold out 0.00% −0.05
BND Vanguard Total Bond Market Reduce -1.0% 0.69% −0.05
HD Home Depot Inc. Reduce -0.9% 0.24% −0.04
PEP Pepsico Inc. Reduce -0.8% 0.30% −0.04
GLD SPDR Gold Shares Reduce -6.5% 0.51% −0.04
VSGX Vanguard ESG Intl Stock ETF Reduce -2.7% 0.45% −0.04
IDV iShares International Select Reduce -3.3% 0.37% −0.04
MCD McDonald's Corp. Reduce -2.7% 0.17% −0.03
VGLT Vanguard Long-Term Treasury Reduce -6.7% 0.21% −0.03
BMY Bristol-Myers Squibb Co. Reduce -1.4% 0.07% −0.03
SCHF Schwab Intl Equity ETF Reduce -2.8% 0.27% −0.03
JNJ Johnson & Johnson Reduce -11.5% 0.08% −0.02
IAU iShares Gold Trust Reduce -3.1% 0.60% −0.02
DVY iShares Select Dividend ETF Reduce -3.3% 0.20% −0.02
VYM Vanguard High DVD Yield ETF Reduce -2.6% 0.21% −0.02
ESGU iShares ESG Aware MSCI USA Reduce -3.6% 0.41% −0.02
SUSA iShares ESG Optimized MSCI U Reduce -3.3% 0.37% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -1.6% 0.30% −0.02
MRK Merck & Co. Inc. Reduce -3.4% 0.12% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.4% 0.20% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.9% 0.12% −0.02
EWC iShares MSCI Canada ETF Reduce -2.1% 0.17% −0.02
IYR iShares US Real Estate ETF Reduce -3.5% 0.12% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -6.3% 0.18% −0.01
STPZ PIMCO 1-5 Year US Tips Index Reduce -4.2% 0.13% −0.01
VWOB Vanguard Emerg MKTS Gov BND Reduce -6.5% 0.07% −0.01
AMLP Alerian MLP ETF Reduce -1.5% 0.18% −0.01
ENB Enbridge Inc. Reduce -1.5% 0.08% −0.01
DFAU Dimensional US Core Equity M Reduce -1.1% 0.18% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.0% 0.15% −0.01
HYD Vaneck High Yield Muni ETF Reduce -2.1% 0.06% −0.01
BAC Bank of America Corp. Reduce -6.0% 0.06% −0.00
DSI iShares ESG MSCI KLD 400 ETF Reduce -1.3% 0.10% −0.00
KO The Coca-Cola Co. Reduce -1.6% 0.09% −0.00
QCOM Qualcomm Inc. Reduce -3.8% 0.06% +0.00
WMT Walmart Inc. Reduce -0.2% 0.24% +0.02

Portfolio Buys Q1 2024 → Q2 2024
STIP iShares 0-5 Year Tips Bond E Add +58.7% 5.49% +1.86
XSOE Wisdmtree Emerg MKT Ex-St Ow Add +20.8% 1.21% +0.20
IBTF iShares Ibonds Dec 2025 Term Add +76.4% 0.42% +0.17
IBTG iShares Ibonds Dec 2026 Term Add +76.3% 0.43% +0.17
IBTE iShares Ibonds Dec 2024 Term Add +67.3% 0.46% +0.17
SHV iShares 0-1 Year Treasury Bo Add +19.1% 0.65% +0.08
IBDP iShares Ibonds Dec 2024 Term Add +41.6% 0.26% +0.07
IBDQ iShares Ibonds Dec 2025 Term Add +41.7% 0.26% +0.07
IBDR iShares Ibonds Dec 2026 Term Add +41.3% 0.26% +0.07
NVDA Nvidia Corp. New 0.06% +0.06
META Meta Platforms Inc. Class A New 0.06% +0.06
GOOGL Alphabet Inc. Class A New 0.05% +0.05
INTU Intuit Inc. New 0.05% +0.05
EMLC Vaneck JPM Em Local Curr BND New 0.05% +0.05
IWB iShares Russell 1000 ETF New 0.05% +0.05
DCOR Dimensional US Core Eq 1 ETF Add +33.0% 0.20% +0.05
AVGO Broadcom Inc. Add +1.3% 0.27% +0.04
CMF iShares California Muni Bond Add +14.1% 0.47% +0.03
MSFT Microsoft Corp. Add +2.7% 0.84% +0.03
AMZN Amazon.com Inc. Add +14.9% 0.20% +0.03
LLY Eli Lilly & Co. Add +6.3% 0.14% +0.02
VCIT Vanguard Int-Term Corporate Add +14.4% 0.21% +0.02
ORCL Oracle Corp. Add +5.7% 0.13% +0.01
GLDM SPDR Gold Minishares Trust Add +0.8% 2.60% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +5.3% 3.10% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +15.2% 0.08% +0.01
SPGI S&P Global Inc. Add +4.9% 0.07% +0.00
EAGG iShares ESG Aware US Aggrega Add +6.9% 0.11% +0.00
ESGV Vanguard ESG US Stock ETF Add +0.9% 0.83% −0.00
TIP iShares Tips Bond ETF Add +4.5% 0.20% −0.00
MUB iShares National Muni Bond E Add +4.5% 0.16% −0.00
LIN Linde PLC Add +6.5% 0.07% −0.00
PFXF Vaneck Pref Sec X-Financials Add +1.4% 0.05% −0.00
EPD Enterprise Products Partners Add +0.0% 0.10% −0.01
XJR Ishr ESG SS S&P Smal-Cap-Usd Add +0.6% 0.08% −0.01
PGF Invesco Financial Preferred Add +2.2% 0.11% −0.01
BOND PIMCO Active Bond Exchange-T Add +5.0% 1.38% −0.01
SYK Stryker Corp. Add +1.8% 0.14% −0.01
PGX Invesco Preferred ETF Add +1.5% 0.21% −0.01
MA Mastercard Inc. Class A Add +3.8% 0.19% −0.02
SPSB SS SPDR P St C Corp. ETF Add +1.3% 0.51% −0.02
V Visa Inc. Class A Add +2.5% 0.22% −0.02
ESGD iShares Trust iShares ESG Aw Add +2.7% 0.57% −0.02
VCLT Vanguard Long-Term Corp. Bond Add +5.2% 0.82% −0.02
DFAX Dimensional World Ex US Core Add +2.4% 0.95% −0.02
XJH Ishare ESG SS S&P Midcap ETF Add +0.5% 0.32% −0.03
BAB Invesco Taxable Municipal Bo Add +3.4% 2.88% −0.06
VGSH Vanguard Short-Term Treasury Add +3.7% 4.76% −0.06
VNQ Vanguard Real Estate ETF Add +5.6% 2.69% −0.07
TLT iShares 20+ Year Treasury BD Add +1.6% 5.27% −0.34

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 176$634.8MSPY, STIP, VGSH, TLT, VCSH
Q1 2026 171$575.7MSPY, STIP, VGSH, TLT, VCSH
Q4 2025 167$564.2MSPY, STIP, VGSH, TLT, VCSH
Q3 2025 169$538.5MSPY, VGSH, STIP, TLT, VCSH
Q2 2025 165$510.5MSPY, STIP, VGSH, TLT, VCSH
Q1 2025 160$484.9MSPY, STIP, VGSH, TLT, VCSH
Q4 2024 163$474.9MSPY, STIP, VGSH, TLT, VCSH
Q3 2024 163$466.8MSPY, STIP, TLT, VGSH, VCSH
Q2 2024 163$433.5MSPY, STIP, TLT, VGSH, IVV
Q1 2024 162$413.4MSPY, TLT, VGSH, STIP, IVV