Gould Asset Management LLC ETFs

Gould Asset Management LLC

$507 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGE Ishares, Inc. Ishares Esg Awar	$0	$873,000 0.17% of portfolio	22,289	Q2 2025 Added 0.95%
EWC Ishares Msci Canada ETF	$0	$845,000 0.17% of portfolio	18,298	Q2 2025 Reduced 6.95%
DFAU Dimensional ETF Tr	$0	$840,000 0.17% of portfolio	19,835	Q2 2025 Reduced 2.03%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$814,000 0.16% of portfolio	17,124	Q2 2025 Added 0.12%
VOO Vanguard Index Fds S&P 500 ETF	$0	$774,000 0.15% of portfolio	1,364	Q2 2025 Added 8.43%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$754,000 0.15% of portfolio	15,438	Q2 2025 Reduced 0.8%
MUB Ishares National Muni Bond ETF	$0	$738,000 0.15% of portfolio	7,070	Q2 2025 Reduced 18.36%
EWS Ishares Inc Msci Singapore ETF	$0	$713,000 0.14% of portfolio	27,459	Q2 2025 Reduced 5.47%
SUB Ishares Short Term National Mu	$0	$669,000 0.13% of portfolio	6,300	Q2 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$601,000 0.12% of portfolio	5,182	Q2 2025 Added 0.97%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$580,000 0.11% of portfolio	23,055	Q2 2025 Added 11.38%
EMXF Ishares Esg Advanced Msci Em E	$0	$558,000 0.11% of portfolio	13,025	Q1 2024 Added 28.96%
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$554,000 0.11% of portfolio	10,300	Q2 2025 Reduced 6.91%
IBMP Ishares Tr Ibonds December 202	$0	$525,000 0.1% of portfolio	20,740	Q2 2025 Added 15.45%
VCIT Vanguard Intermediate Term Cor	$0	$524,000 0.1% of portfolio	6,323	Q2 2025 Reduced 2.92%
IBMO Ishares Tr Ibonds December 202	$0	$522,000 0.1% of portfolio	20,375	Q2 2025 Added 17.23%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$510,000 0.1% of portfolio	19,095	Q2 2025 Added 15.83%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$447,000 0.09% of portfolio	5,894	Q2 2025 Reduced 39.49%
EWW Ishares Inc Msci Mexico ETF	$0	$433,000 0.09% of portfolio	7,610	Q2 2025 Added 1.81%
IEFA Ishares Tr	$0	$425,000 0.08% of portfolio	5,097	Q2 2025 Reduced 2.39%
OEF Ishares S&P 100 ETF	$0	$383,000 0.08% of portfolio	1,440	Q4 2024 Reduced 4.57%
SMIN Ishares Msci India Small Cap I	$0	$364,000 0.07% of portfolio	4,720	Q2 2025 Reduced 4.26%
XJR Ishares Tresg Screened S&P Sma	$0	$340,000 0.07% of portfolio	8,615	Q1 2025 Added 2.32%
FXI Ishares Tr	$0	$339,000 0.07% of portfolio	9,234	Q2 2025 Reduced 5.33%
EEMS Ishares Msci Emerging Mkts Sma	$0	$314,000 0.06% of portfolio	4,855	Q2 2025 Reduced 0.72%
CGW Invesco ETF Tr Ii S&P Global W	$0	$306,000 0.06% of portfolio	4,905	Q2 2025 Reduced 3.73%
BRF Vaneck ETF Tr Vaneck Brazil Sm	$0	$305,000 0.06% of portfolio	19,815	Q2 2025 Added 6.02%
EWA Ishares Msci Australia ETF	$0	$277,000 0.05% of portfolio	10,560	Q2 2025 Added 1.64%
QQQ Invesco Qqq Trust, Series 1	$0	$275,000 0.05% of portfolio	500	Q2 2025 Reduced 0.6%
HYD Vaneck High Yield Muni ETF	$0	$272,000 0.05% of portfolio	5,435	Q2 2025 Reduced 1.36%
EZA Ishares Msci South Africa ETF	$0	$264,000 0.05% of portfolio	4,930	Q2 2025 Reduced 2.38%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$241,000 0.05% of portfolio	3,277	Q2 2025 Added 8.8%
PFXF Vaneck ETF Tr Preferred Securi	$0	$227,000 0.04% of portfolio	13,315	Q2 2025 Reduced 2.92%
VIG Vanguard Dividend Appreciation	$0	$226,000 0.04% of portfolio	1,245	Q2 2025 Reduced 3.26%
IWB Ishares Tr Russell 1000 ETF	$0	$218,000 0.04% of portfolio	644	Q2 2025 New
FIVG ETF Ser Solutions Defiance Nex	$0	$154,000 0.03% of portfolio	3,800	Q2 2025 New

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