Gould Capital, LLC [Rocket]

Holdings

Gould Capital, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IEI	STOCK	97,493	-2,714	11,237,043,000	11,225,591,000			Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	144,861	144,861	10,529,946,000	10,529,946,000			Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	210,907	210,887	9,739,685,000	9,739,684,000			Hist	06/30/2023
Vanguard Charlotte Funds	BNDX	Common	143,206	-1,333	6,999,909,000	6,993,010,000			Hist	06/30/2023
Apple Inc.	AAPL	Common	27,248	534	5,285,295,000	5,281,603,000			Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	14,242	10,845	4,849,971,000	4,849,180,000			Hist	06/30/2023
SPDR GOLD TRUST	GLD	COM	20,548	-3,050	3,663,092,000	3,659,442,000			Hist	06/30/2023
UNION PACIFIC CORP	UNP	Common	17,763	240	3,634,665,000	3,631,251,000			Hist	06/30/2023
Alphabet Inc.	GOOG	COM	28,929	28,614	3,499,541,000	3,499,511,000			Hist	06/30/2023
iSHARES TRUST	SHV	Common	31,333	-3,610	3,460,730,000	3,456,886,000			Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	9,325	-1,187	3,179,825,000	3,177,018,000			Hist	06/30/2023
INTEL CORP	INTC	Common	93,633	30,709	3,131,088,000	3,129,466,000			Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	76,749	76,749	3,122,149,000	3,122,149,000			Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	58,018	1,362	3,001,851,000	2,999,585,000			Hist	06/30/2023
Public Storage	PSA	Common	9,979	9,318	2,912,671,000	2,912,477,000			Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	24,652	-12,396	2,844,594,000	2,841,403,000			Hist	06/30/2023
CATERPILLAR INC	CAT	Common	11,190	-3,069	2,753,300,000	2,750,960,000			Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	27,700	-7,570	2,743,962,000	2,740,990,000			Hist	06/30/2023
COCA COLA CO	KO	Common	45,045	-4,712	2,712,610,000	2,709,823,000			Hist	06/30/2023
AFLAC INC	AFL	Common	38,646	-7,197	2,697,491,000	2,694,915,000			Hist	06/30/2023
Bank of New York Mellon Corp	BK	Common	58,767	3,100	2,616,307,000	2,614,163,000			Hist	06/30/2023
VERIZON COMMUNICATIONS INC	VZ	Common	69,863	10,441	2,598,199,000	2,595,943,000			Hist	06/30/2023
American Water Works Company, Inc.	AWK	COM	18,170	-1,376	2,593,768,000	2,591,224,000			Hist	06/30/2023
SPDR SERIES TRUST	FLRN	Common	79,822	-4,408	2,449,737,000	2,447,185,000			Hist	06/30/2023
iShares, Inc.	FM	ETF	78,832	8,746	2,039,384,000	2,037,677,000			Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	5,957	1,881	1,709,540,000	1,708,987,000			Hist	06/30/2023
Redfin Corp	RDFN	COM	137,225	93,346	1,704,335,000	1,704,079,000			Hist	06/30/2023
AMAZON COM INC	AMZN	Common	11,239	1,684	1,465,141,000	1,464,061,000			Hist	06/30/2023
Nuveen AMT-Free Municipal Credit Income Fund	NVG	Common	118,462	29,455	1,386,005,000	1,384,966,000			Hist	06/30/2023
Nuveen Municipal Credit Income Fund	NZF	Common	98,060	-3,673	1,143,380,000	1,142,223,000			Hist	06/30/2023
NETFLIX INC	NFLX	Common	2,595	2,435	1,143,072,000	1,143,034,000			Hist	06/30/2023
FISERV INC	FISV	Common	8,380	-2,107	1,057,137,000	1,056,156,000			Hist	06/30/2023
BOSTON SCIENTIFIC CORP	BSX	Common	18,862	-5,304	1,020,246,000	1,019,310,000			Hist	06/30/2023
COSTAR GROUP, INC.	CSGP	Common	11,239	-3,085	1,000,271,000	999,273,000			Hist	06/30/2023
Sanofi	SNY	Common	18,130	18,130	977,207,000	977,207,000			Hist	06/30/2023
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