Gould Asset Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Gould Asset Management LLC reported 160 stock positions worth $484.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 28.1% of the portfolio, followed by iShares 0-5 Year Tips Bond E (STIP, 6.7%) and Vanguard Short-Term Treasury (VGSH, 6.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 8, added to 53 and reduced 45. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +23%) and the biggest sale Vanguard Long-Term Corp. Bond (VCLT, shares −82%).

Most Recent 13F
Q2 2026
Location
CLAREMONT, CA
CIK
0001091961
Portfolio Value
$484.9M (Q1 2025)
SEC Filing
0001437749-25-014117 ↗ filed May 1, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $413.4M Q1 2024 Q2 2024: $433.5M Q2 2024 Q3 2024: $466.8M Q3 2024 Q4 2024: $474.9M Q4 2024 Q1 2025: $484.9M $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 160 stocks · $484.9M
SPY SS SPDR S&P 500 ETF Trust-US 28.09% 243,455 $136.2M Add +0.8%
STIP iShares 0-5 Year Tips Bond E 6.67% 312,662 $32.4M Add +6.3%
VGSH Vanguard Short-Term Treasury 6.21% 513,291 $30.1M Add +23.2%
TLT iShares 20+ Year Treasury BD 4.72% 251,488 $22.9M Add +11.2%
VCSH Vanguard S/T Corp. Bond ETF 3.37% 206,777 $16.3M Add +2.9%
GLDM SPDR Gold Minishares Trust 3.21% 251,635 $15.6M Add +16.5%
BAB Invesco Taxable Municipal Bo 3.08% 559,898 $14.9M Add +12.0%
VNQ Vanguard Real Estate ETF 2.81% 150,617 $13.6M Add +2.6%
IVV iShares Core S&P 500 ETF 2.73% 23,532 $13.2M Reduce -1.6%
VEA Vanguard Ftse Developed ETF 2.04% 194,550 $9.9M Reduce -2.6%
BOND PIMCO Active Bond Exchange-T 1.95% 102,206 $9.5M Add +11.1%
AAPL Apple Inc. 1.79% 39,154 $8.7M Add +0.3%
SPYX SS SPDR S&P 500 Foss FL ETF 1.67% 177,104 $8.1M Reduce -0.1%
XSOE Wisdmtree Emerg MKT Ex-St Ow 1.49% 234,707 $7.2M Reduce -1.1%
VXF Vanguard Extended Market ETF 1.36% 38,409 $6.6M Reduce -0.7%
VTIP Vanguard Short-Term Tips 1.24% 120,392 $6.0M Add +5.8%
DFAX Dimensional World Ex US Core 1.01% 187,708 $4.9M Add +3.3%
SHV iShares 0-1 Year Treasury Bo 0.91% 39,746 $4.4M Add +2.6%
EFA iShares MSCI Eafe ETF 0.80% 47,505 $3.9M Reduce -3.0%
ESGV Vanguard ESG US Stock ETF 0.76% 37,507 $3.7M Reduce -0.9%
MDY State Street SPDR S&P Midcap 0.72% 6,551 $3.5M Add +1.1%
IAU iShares Gold Trust 0.63% 52,053 $3.1M Reduce -6.1%
BND Vanguard Total Bond Market 0.60% 39,858 $2.9M Add +2.1%
MSFT Microsoft Corp. 0.59% 7,666 $2.9M No change
CMF iShares California Muni Bond 0.57% 48,915 $2.8M Add +3.3%
ESGD iShares Trust iShares ESG Aw 0.54% 31,817 $2.6M Reduce -0.2%
VGLT Vanguard Long-Term Treasury 0.53% 44,500 $2.6M Reduce -8.8%
VMBS Vanguard Mortgage-Backed Sec 0.52% 54,665 $2.5M New
SPSB SS SPDR P St C Corp. ETF 0.50% 80,024 $2.4M Reduce -3.4%
IBTF iShares Ibonds Dec 2025 Term 0.42% 88,112 $2.1M Add +5.2%
IBTH iShares Ibonds Dec 2027 Term 0.42% 90,135 $2.0M No change
GLD SPDR Gold Shares 0.42% 7,007 $2.0M Reduce -27.8%
IDV iShares International Select 0.41% 64,489 $2.0M Reduce -2.4%
USXF iShares ESG Advance MSCI USA 0.41% 42,725 $2.0M No change
IBTG iShares Ibonds Dec 2026 Term 0.41% 85,973 $2.0M Add +0.3%
VSGX Vanguard ESG Intl Stock ETF 0.40% 33,076 $2.0M Add +1.1%
CRBN Ish Low Car Opt Ms Ac ETF-US 0.39% 9,960 $1.9M Reduce -0.7%
COST Costco Wholesale Corp. 0.36% 1,869 $1.8M Add +2.8%
XVV iShares ESG Select Screened 0.34% 38,975 $1.7M Reduce -0.2%
SUSA iShares ESG Optimized MSCI U 0.32% 13,308 $1.5M Reduce -2.0%
WMT Walmart Inc. 0.31% 16,919 $1.5M Add +2.2%
JPM JPMorgan Chase & Co. 0.30% 6,005 $1.5M Add +0.7%
ESGU iShares ESG Aware MSCI USA 0.30% 11,872 $1.4M Reduce -2.2%
DMXF iShares ESG Advanc MSCI Eafe 0.27% 19,450 $1.3M No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.26% 52,840 $1.3M Reduce -0.1%
XJH Ishare ESG SS S&P Midcap ETF 0.26% 32,505 $1.3M Reduce -0.6%
IBDR iShares Ibonds Dec 2026 Term 0.26% 52,110 $1.3M Reduce -0.1%
IBDQ iShares Ibonds Dec 2025 Term 0.26% 49,760 $1.3M Reduce -0.1%
VEU Vanguard Ftse All-World Ex-U 0.26% 20,540 $1.2M Reduce -0.7%
TRGP Targa Resources Corp. 0.26% 6,179 $1.2M No change
HD Home Depot Inc. 0.25% 3,356 $1.2M Add +1.5%
V Visa Inc. Class A 0.25% 3,406 $1.2M Reduce -0.1%
DCOR Dimensional US Core Eq 1 ETF 0.24% 19,071 $1.2M Add +22.0%
XOM Exxon Mobil Corp. 0.24% 9,809 $1.2M Add +1.5%
AVGO Broadcom Inc. 0.24% 6,930 $1.2M Add +0.1%
PEP Pepsico Inc. 0.24% 7,615 $1.1M Reduce -3.1%
DVY iShares Select Dividend ETF 0.21% 7,561 $1.0M Reduce -3.8%
VYM Vanguard High DVD Yield ETF 0.21% 7,805 $1.0M Reduce -5.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.20% 5,689 $983K Reduce -5.5%
SCHF Schwab Intl Equity ETF 0.20% 48,615 $962K Reduce -5.9%
VWO Vanguard Ftse Emerging Marke 0.19% 20,313 $919K Reduce -7.4%
MA Mastercard Inc. Class A 0.19% 1,677 $919K Reduce -1.6%
MUB iShares National Muni Bond E 0.19% 8,660 $913K Add +3.6%
UNH Unitedhealth Group Inc. 0.18% 1,693 $887K No change
AMZN Amazon.com Inc. 0.18% 4,600 $875K Add +11.3%
PGX Invesco Preferred ETF 0.18% 77,195 $866K Add +2.6%
META Meta Platforms Inc. Class A 0.18% 1,501 $865K Add +3.7%
MCD McDonald's Corp. 0.18% 2,720 $850K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 1,587 $845K Add +5.5%
TIP iShares Tips Bond ETF 0.17% 7,597 $844K Reduce -0.7%
EAGG iShares ESG Aware US Aggrega 0.17% 17,104 $812K Add +12.3%
AMLP Alerian MLP ETF 0.17% 15,563 $808K Reduce -3.4%
EWC iShares MSCI Canada ETF 0.17% 19,665 $801K Reduce -8.5%
PG The Procter & Gamble Co. 0.16% 4,598 $784K Reduce -1.2%
DFAU Dimensional US Core Equity M 0.16% 20,245 $778K Add +0.8%
ESGE iShares Inc. iShares ESG Awar 0.16% 22,079 $772K Reduce -2.6%
EWT iShares MSCI Taiwan ETF 0.16% 16,060 $763K No change
VCLT Vanguard Long-Term Corp. Bond 0.15% 9,740 $739K Reduce -81.6%
OKE Oneok Inc. 0.15% 7,329 $727K Reduce -1.6%
EWH iShares MSCI Hong Kong ETF 0.15% 40,841 $715K No change
EWS iShares MSCI Singapore ETF 0.14% 29,049 $690K No change
ACN Accenture PLC Class A 0.14% 2,142 $668K No change
VOO Vanguard S&P 500 ETF 0.13% 1,258 $646K Reduce -1.0%
EWY iShares MSCI South Korea ETF 0.13% 11,942 $645K No change
ET Energy Transfer LP 0.13% 34,056 $633K No change
ABT Abbott Laboratories 0.13% 4,742 $629K No change
STPZ PIMCO 1-5 Year US Tips Index 0.12% 11,065 $598K No change
IYR iShares US Real Estate ETF 0.12% 5,975 $572K No change
CSCO Cisco Systems Inc. 0.12% 9,083 $561K Add +4.7%
TXN Texas Instruments Inc. 0.11% 3,101 $557K No change
SYK Stryker Corp. 0.11% 1,493 $556K Reduce -3.5%
ENB Enbridge Inc. 0.11% 12,363 $548K No change
CAT Caterpillar Inc. 0.11% 1,655 $546K No change
VCIT Vanguard Int-Term Corporate 0.11% 6,513 $533K Reduce -51.7%
DSI iShares ESG MSCI KLD 400 ETF 0.11% 5,132 $526K Reduce -0.1%
SUSB iShares ESG Aware 1-5 Year U 0.11% 20,700 $517K Add +18.3%
ORCL Oracle Corp. 0.11% 3,650 $510K No change
UNP Union Pacific Corp. 0.11% 2,160 $510K No change
EPD Enterprise Products Partners 0.10% 14,796 $505K Add +0.0%
LOW Lowe's Cos Inc. 0.10% 2,162 $504K No change
EMXF iShares ESG Adv MSCI Em ETF 0.10% 13,025 $498K No change
JNJ Johnson & Johnson 0.10% 2,895 $480K Add +4.1%
IBMP iShares Ibonds Dec 2027 Term 0.09% 17,965 $454K No change
LLY Eli Lilly & Co. 0.09% 548 $453K No change
KO The Coca-Cola Co. 0.09% 6,219 $445K Add +1.4%
IBMO iShares Ibonds Dec 2026 Term 0.09% 17,380 $444K Add +1.3%
IBMN iShares Ibonds Dec 2025 Term 0.09% 16,485 $441K No change
TRP TC Energy Corp. 0.09% 9,003 $425K No change
XEMDX Western Asset Emrg MRKT DBT 0.09% 42,685 $422K No change
NEE Nextera Energy Inc. 0.09% 5,884 $417K No change
PAA Plains All Amer Pipeline LP 0.08% 20,485 $410K No change
LIN Linde PLC 0.08% 859 $400K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 5,222 $395K No change
OEF iShares S&P 100 ETF 0.08% 1,440 $390K No change
PFE Pfizer Inc. 0.08% 15,214 $386K Add +0.2%
EWW iShares MSCI Mexico ETF 0.08% 7,475 $381K No change
VTI VG Morningstar TS MKT ETF-US 0.07% 1,300 $357K Reduce -0.4%
BMY Bristol-Myers Squibb Co. 0.07% 5,747 $351K Reduce -4.2%
FXI iShares China Large-Cap ETF 0.07% 9,754 $350K No change
CVX Chevron Corp. 0.07% 2,082 $348K Add +16.4%
WFC Wells Fargo & Co. 0.07% 4,757 $342K No change
SMIN iShares MSCI India Small-Cap 0.07% 4,930 $336K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 7,866 $328K Reduce -22.5%
HON Honeywell International Inc. 0.07% 1,547 $328K No change
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.07% 8,615 $324K Add +2.3%
MRK Merck & Co. Inc. 0.07% 3,570 $320K Add +0.1%
BG Bunge Global SA 0.07% 4,190 $320K No change
BN Brookfield Corp. 0.06% 5,897 $309K No change
SPGI S&P Global Inc. 0.06% 608 $309K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,228 $305K Add +8.9%
GE General Electric filed as GE AEROSPACE 0.06% 1,488 $298K Add +0.4%
CGW Invesco S&P Global Water Ind 0.06% 5,095 $284K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 2,864 $283K Add +18.4%
HYD Vaneck High Yield Muni ETF 0.06% 5,510 $282K Add +0.9%
LMT Lockheed Martin Corp. 0.06% 625 $279K No change
EEMS iShares MSCI Emerging MKT SM 0.06% 4,890 $272K No change
ABBV Abbvie Inc. 0.06% 1,293 $271K No change
IIF Morgan Stanley India Invest 0.05% 10,564 $258K No change
CRESY Cresud S.A.-Spons ADR 0.05% 23,201 $256K No change
VWOB Vanguard Emerg MKTS Gov BND 0.05% 3,915 $251K No change
VIG Vanguard Dividend Apprec ETF 0.05% 1,287 $250K Add +3.0%
JGH Nuveen Global High Income 0.05% 18,861 $247K No change
EWA iShares MSCI Australia ETF 0.05% 10,390 $244K No change
ADP Automatic Data Processing 0.05% 797 $244K No change
EZA iShares MSCI South Africa Et 0.05% 5,050 $243K No change
BRF Vaneck Brazil Small-Cap ETF 0.05% 18,690 $238K No change
BRFS BRF SA-ADR 0.05% 69,295 $238K No change
QQQ Invesco QQQ Trust Series 1 0.05% 503 $236K Add +0.6%
PFXF Vaneck Pref Sec X-Financials 0.05% 13,715 $230K Add +1.5%
CB Chubb Ltd. 0.05% 746 $225K No change
NVDA Nvidia Corp. 0.05% 2,055 $223K Add +14.0%
ITUB Itau Unibanco H-Spon PRF ADR 0.05% 40,295 $222K Add +10.0%
BLK BlackRock Inc. 0.04% 222 $210K Reduce -7.5%
MOO Vaneck Agribusiness ETF 0.04% 3,012 $204K New
CTVA Corteva Inc. 0.04% 3,235 $204K New
DUK Duke Energy Corp. 0.04% 1,666 $203K New
VALE Vale SA-SP ADR 0.04% 18,790 $188K No change
FAN First Trust Global Wind Ener 0.04% 11,830 $178K No change
BBD Banco Bradesco-ADR 0.03% 70,811 $158K No change
IOVA Iovance Biotherapeutics Inc. 0.01% 11,735 $39K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $25K (not counted above)
SecurityClassShares / PrincipalValueChange
CRESW Cresud Saci-CW26 *W EXP 03/09/202 30,420$25KNo change

Total filed on the 13F, all lines: $484.9M.

Portfolio Sells Q4 2024 → Q1 2025
VCLT Vanguard Long-Term Corp. Bond Reduce -81.6% 0.15% −0.68
IVV iShares Core S&P 500 ETF Reduce -1.6% 2.73% −0.24
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.20
VXF Vanguard Extended Market ETF Reduce -0.7% 1.36% −0.18
SPYX SS SPDR S&P 500 Foss FL ETF Reduce -0.1% 1.67% −0.13
VCIT Vanguard Int-Term Corporate Reduce -51.7% 0.11% −0.12
FBND Fidelity Total Bond ETF Sold out 0.00% −0.11
GLD SPDR Gold Shares Reduce -27.8% 0.42% −0.08
ESGV Vanguard ESG US Stock ETF Reduce -0.9% 0.76% −0.08
NKE Nike Inc. Class B Sold out 0.00% −0.05
TSLA Tesla Inc. Sold out 0.00% −0.05
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.05
IWB iShares Russell 1000 ETF Sold out 0.00% −0.04
VCEB Vanguard ESG US Corp. Bond Sold out 0.00% −0.04
ITW Illinois Tool Works Sold out 0.00% −0.04
VGLT Vanguard Long-Term Treasury Reduce -8.8% 0.53% −0.04
SUSA iShares ESG Optimized MSCI U Reduce -2.0% 0.32% −0.03
ESGU iShares ESG Aware MSCI USA Reduce -2.2% 0.30% −0.03
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -1.1% 1.49% −0.03
XVV iShares ESG Select Screened Reduce -0.2% 0.34% −0.03
XJH Ishare ESG SS S&P Midcap ETF Reduce -0.6% 0.26% −0.03
BAC Bank of America Corp. Reduce -22.5% 0.07% −0.03
SPSB SS SPDR P St C Corp. ETF Reduce -3.4% 0.50% −0.02
EWC iShares MSCI Canada ETF Reduce -8.5% 0.17% −0.02
CRBN Ish Low Car Opt Ms Ac ETF-US Reduce -0.7% 0.39% −0.02
PEP Pepsico Inc. Reduce -3.1% 0.24% −0.02
VYM Vanguard High DVD Yield ETF Reduce -5.8% 0.21% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -7.4% 0.19% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -5.5% 0.20% −0.01
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.1% 0.11% −0.01
VOO Vanguard S&P 500 ETF Reduce -1.0% 0.13% −0.01
BLK BlackRock Inc. Reduce -7.5% 0.04% −0.01
DVY iShares Select Dividend ETF Reduce -3.8% 0.21% −0.01
OKE Oneok Inc. Reduce -1.6% 0.15% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.4% 0.07% −0.01
IBDQ iShares Ibonds Dec 2025 Term Reduce -0.1% 0.26% −0.00
IBDR iShares Ibonds Dec 2026 Term Reduce -0.1% 0.26% −0.00
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -0.1% 0.26% −0.00
SCHF Schwab Intl Equity ETF Reduce -5.9% 0.20% −0.00
PG The Procter & Gamble Co. Reduce -1.2% 0.16% −0.00
SYK Stryker Corp. Reduce -3.5% 0.11% −0.00
ESGE iShares Inc. iShares ESG Awar Reduce -2.6% 0.16% −0.00
MA Mastercard Inc. Class A Reduce -1.6% 0.19% +0.00
BMY Bristol-Myers Squibb Co. Reduce -4.2% 0.07% +0.00
TIP iShares Tips Bond ETF Reduce -0.7% 0.17% +0.00
AMLP Alerian MLP ETF Reduce -3.4% 0.17% +0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.7% 0.26% +0.01
V Visa Inc. Class A Reduce -0.1% 0.25% +0.02
EFA iShares MSCI Eafe ETF Reduce -3.0% 0.80% +0.02
ESGD iShares Trust iShares ESG Aw Reduce -0.2% 0.54% +0.02

Portfolio Buys Q4 2024 → Q1 2025
VGSH Vanguard Short-Term Treasury Add +23.2% 6.21% +1.11
GLDM SPDR Gold Minishares Trust Add +16.5% 3.21% +0.85
TLT iShares 20+ Year Treasury BD Add +11.2% 4.72% +0.56
VMBS Vanguard Mortgage-Backed Sec New 0.52% +0.52
STIP iShares 0-5 Year Tips Bond E Add +6.3% 6.67% +0.44
BAB Invesco Taxable Municipal Bo Add +12.0% 3.08% +0.33
BOND PIMCO Active Bond Exchange-T Add +11.1% 1.95% +0.20
VTIP Vanguard Short-Term Tips Add +5.8% 1.24% +0.08
VCSH Vanguard S/T Corp. Bond ETF Add +2.9% 3.37% +0.06
DFAX Dimensional World Ex US Core Add +3.3% 1.01% +0.06
VNQ Vanguard Real Estate ETF Add +2.6% 2.81% +0.06
MOO Vaneck Agribusiness ETF New 0.04% +0.04
CTVA Corteva Inc. New 0.04% +0.04
DUK Duke Energy Corp. New 0.04% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +5.5% 0.17% +0.03
DCOR Dimensional US Core Eq 1 ETF Add +22.0% 0.24% +0.03
XOM Exxon Mobil Corp. Add +1.5% 0.24% +0.02
EAGG iShares ESG Aware US Aggrega Add +12.3% 0.17% +0.02
CVX Chevron Corp. Add +16.4% 0.07% +0.02
SUSB iShares ESG Aware 1-5 Year U Add +18.3% 0.11% +0.02
JNJ Johnson & Johnson Add +4.1% 0.10% +0.01
COST Costco Wholesale Corp. Add +2.8% 0.36% +0.01
IBTF iShares Ibonds Dec 2025 Term Add +5.2% 0.42% +0.01
BND Vanguard Total Bond Market Add +2.1% 0.60% +0.01
VSGX Vanguard ESG Intl Stock ETF Add +1.1% 0.40% +0.01
KO The Coca-Cola Co. Add +1.4% 0.09% +0.01
IBM Intl Business Machines Corp. Add +8.9% 0.06% +0.01
MCD McDonald's Corp. Add +0.2% 0.18% +0.01
GE General Electric Add +0.4% 0.06% +0.01
IOVA Iovance Biotherapeutics Inc. New 0.01% +0.01
CSCO Cisco Systems Inc. Add +4.7% 0.12% +0.01
ITUB Itau Unibanco H-Spon PRF ADR Add +10.0% 0.05% +0.01
SHV iShares 0-1 Year Treasury Bo Add +2.6% 0.91% +0.01
EPD Enterprise Products Partners Add +0.0% 0.10% +0.01
JPM JPMorgan Chase & Co. Add +0.7% 0.30% +0.00
DIS The Walt Disney Co. Add +18.4% 0.06% +0.00
MUB iShares National Muni Bond E Add +3.6% 0.19% +0.00
META Meta Platforms Inc. Class A Add +3.7% 0.18% −0.00
VIG Vanguard Dividend Apprec ETF Add +3.0% 0.05% −0.00
IBMO iShares Ibonds Dec 2026 Term Add +1.3% 0.09% −0.00
HYD Vaneck High Yield Muni ETF Add +0.9% 0.06% −0.00
PFXF Vaneck Pref Sec X-Financials Add +1.5% 0.05% −0.00
CMF iShares California Muni Bond Add +3.3% 0.57% −0.00
PGX Invesco Preferred ETF Add +2.6% 0.18% −0.00
IBTG iShares Ibonds Dec 2026 Term Add +0.3% 0.41% −0.01
NVDA Nvidia Corp. Add +14.0% 0.05% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.6% 0.05% −0.01
PFE Pfizer Inc. Add +0.2% 0.08% −0.01
XJR Ishr ESG SS S&P Smal-Cap-Usd Add +2.3% 0.07% −0.01
MRK Merck & Co. Inc. Add +0.1% 0.07% −0.01

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