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Gradient Capital Advisors

Latest statistics and disclosures from Gradient Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, SPDW, SCHF, VCSH, and represent 26.81% of Gradient Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VCSH, DFSD, VTIP, SCHD, DFAX, IJH, BRK.B, IBDU, DFEM, DFSV.
Started 2 new stock positions in IBDU, XLF.
Reduced shares in these 10 stocks: IVV, AAPL, VOO, SJNK, TSLA, SCHX, IUSB, SCHF, SCHO, DFAU.
Sold out of its positions in BMY, DFAU, IUSB, SCHO, SCHC.
Gradient Capital Advisors was a net seller of stock by $-2.3M.
Gradient Capital Advisors has $272M in assets under management (AUM), dropping by 3.71%.
Central Index Key (CIK): 0001727917

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Positions held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gradient Capital Advisors

Gradient Capital Advisors holds 139 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	10.1	$27M	-5%	52k	525.73	View chart
Apple Stock (AAPL)	5.6	$15M	-6%	89k	171.48	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	3.8	$10M		291k	35.84	View chart
Schwab International Equity Etf Etf (SCHF)	3.7	$10M	-3%	257k	39.02	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	3.6	$9.9M	+35%	129k	77.31	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	3.0	$8.0M		99k	81.43	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	2.8	$7.6M	-2%	139k	54.43	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	2.5	$6.7M	-2%	133k	50.45	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.4	$6.5M	+5%	136k	47.89	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.4	$6.5M	-6%	104k	62.06	View chart
Microsoft Corp Stock (MSFT)	2.4	$6.4M	+2%	15k	420.73	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	2.0	$5.3M		130k	40.90	View chart
Jpmorgan Chase & Co Stock (JPM)	1.9	$5.0M		25k	200.30	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.8	$4.8M	-15%	10k	480.71	View chart
Vanguard Large-cap Etf Etf (VV)	1.7	$4.7M		20k	239.76	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.7	$4.7M		93k	50.17	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	1.7	$4.6M	+5%	180k	25.49	View chart
Tesla Stock (TSLA)	1.7	$4.6M	-11%	26k	175.79	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	1.6	$4.3M	+20%	92k	47.04	View chart
Vanguard Total International Stock Etf Etf (VXUS)	1.5	$4.0M		67k	60.30	View chart
Vanguard Growth Etf Etf (VUG)	1.4	$3.8M		11k	344.20	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.4	$3.7M	+3%	166k	22.37	View chart
Vanguard Mid-cap Etf Etf (VO)	1.4	$3.7M	-2%	15k	249.85	View chart
Vanguard Small-cap Etf Etf (VB)	1.2	$3.4M		15k	228.59	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$3.4M	+8%	8.0k	420.52	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$3.2M		21k	150.93	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.2	$3.2M	+10%	40k	80.63	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$3.0M		6.1k	485.60	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.0	$2.7M	+12%	107k	25.44	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.9	$2.6M	-5%	61k	42.14	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.9	$2.5M	+9%	48k	51.28	View chart
Nvidia Corporation Stock (NVDA)	0.9	$2.5M	-5%	2.7k	903.56	View chart
Lam Research Corp Stock (LRCX)	0.9	$2.4M	-6%	2.5k	971.44	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.7	$2.0M	+2%	73k	27.19	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.7	$1.9M	+13%	62k	30.10	View chart
Wp Carey Reit (WPC)	0.7	$1.9M	-3%	33k	56.44	View chart
Chevron Corp Stock (CVX)	0.7	$1.8M		12k	157.74	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.6	$1.7M	-8%	8.6k	191.88	View chart
Advanced Micro Devices Stock (AMD)	0.6	$1.6M	+5%	9.1k	180.49	View chart
Amazon Stock (AMZN)	0.6	$1.6M	-4%	9.0k	180.38	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.6	$1.6M		26k	61.05	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.6	$1.6M		64k	24.72	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.6	$1.5M		18k	86.48	View chart
Qualcomm Stock (QCOM)	0.6	$1.5M		9.0k	169.30	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.5	$1.5M	+2%	33k	44.05	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.5	$1.4M		22k	65.86	View chart
Broadcom Stock (AVGO)	0.5	$1.4M		1.0k	1325.92	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$1.4M	-8%	23k	58.65	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.5	$1.2M	+15%	42k	29.99	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.2M		4.7k	259.90	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.5	$1.2M	-3%	16k	75.98	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.2M	-6%	7.4k	158.18	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.4	$1.1M	-5%	12k	93.71	View chart
Vanguard Value Etf Etf (VTV)	0.4	$1.1M		6.9k	162.86	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.4	$1.1M		23k	49.24	View chart
Spdr Gold Shares Etf (GLD)	0.4	$1.1M		5.3k	205.72	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.1M		5.1k	210.30	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$1.1M		5.9k	182.62	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$1.0M	-2%	13k	76.67	View chart
Amgen Stock (AMGN)	0.4	$1.0M		3.6k	284.31	View chart
Home Depot Stock (HD)	0.4	$964k		2.5k	383.57	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.3	$940k		20k	46.00	View chart
Cisco Sys Stock (CSCO)	0.3	$933k		19k	49.91	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$920k	-2%	3.4k	270.55	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.3	$913k		12k	76.36	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.3	$906k	-3%	45k	20.30	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$883k		1.9k	454.91	View chart
Bank America Corp Stock (BAC)	0.3	$862k	-7%	23k	37.92	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$837k	-8%	20k	41.77	View chart
Lululemon Athletica Stock (LULU)	0.3	$765k	-2%	2.0k	390.65	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.3	$751k	-14%	15k	49.55	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$707k		6.4k	110.52	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$678k		5.6k	120.98	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.2	$673k	+25%	33k	20.49	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$673k	-15%	13k	50.74	View chart
Visa Inc Com Cl A Stock (V)	0.2	$671k		2.4k	279.05	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$669k		1.3k	522.94	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.2	$663k	+6%	21k	31.95	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.2	$657k	+7%	22k	29.77	View chart
Pfizer Stock (PFE)	0.2	$620k	+30%	22k	27.75	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$614k		23k	26.75	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.2	$598k	+2%	24k	24.81	View chart
Blackstone Stock (BX)	0.2	$590k		4.5k	131.37	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$585k		11k	52.16	View chart
Intel Corp Stock (INTC)	0.2	$583k	-13%	13k	44.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$545k		3.6k	152.26	View chart
Caterpillar Stock (CAT)	0.2	$543k	-8%	1.5k	366.35	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.2	$518k	-4%	4.8k	108.92	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$515k	+2%	2.8k	186.78	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$503k		5.1k	97.94	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$489k		6.6k	74.22	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$486k		16k	30.22	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$484k	+2%	3.6k	136.05	View chart
Disney Walt Stock (DIS)	0.2	$464k	-4%	3.8k	122.37	View chart
Netflix Stock (NFLX)	0.2	$462k	-4%	760.00	607.33	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.2	$460k	+37%	22k	21.40	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.2	$448k		6.3k	70.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$446k	+3%	1.0k	444.07	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$442k	-3%	3.8k	116.24	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.2	$441k		6.7k	65.87	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$433k		5.1k	84.44	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.2	$420k		20k	21.31	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.1	$407k	+3%	7.1k	56.98	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$407k		16k	25.25	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$402k		1.2k	346.61	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$390k		4.9k	79.86	View chart
Ishares Msci Global Energy Producers Etf Etf (FILL)	0.1	$382k		14k	26.52	View chart
Costco Whsl Corp Stock (COST)	0.1	$381k	-2%	520.00	732.05	View chart
Adobe Stock (ADBE)	0.1	$374k		741.00	504.60	View chart
Merck & Co Stock (MRK)	0.1	$371k	-4%	2.8k	131.95	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$370k		384.00	962.49	View chart
Intuit Stock (INTU)	0.1	$369k		567.00	650.00	View chart
Salesforce Stock (CRM)	0.1	$360k		1.2k	301.18	View chart
International Business Machs Stock (IBM)	0.1	$347k		1.8k	190.97	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$347k	+399%	5.7k	60.74	View chart
Boeing Stock (BA)	0.1	$335k	-8%	1.7k	193.00	View chart
Yum Brands Stock (YUM)	0.1	$322k		2.3k	138.65	View chart
Blackrock Stock (BLK)	0.1	$321k		385.00	833.77	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$309k		4.8k	64.14	View chart
Pgim Global High Yield Fd Form Cef (GHY)	0.1	$308k		26k	11.96	View chart
Starbucks Corp Stock (SBUX)	0.1	$304k	-2%	3.3k	91.39	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$302k		3.2k	94.40	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$286k	-17%	4.4k	64.26	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$284k	-69%	11k	25.22	View chart
Procter And Gamble Stock (PG)	0.1	$282k	-6%	1.7k	162.22	View chart
Fedex Corp Stock (FDX)	0.1	$268k		924.00	289.74	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$255k	NEW	11k	22.82	View chart
Wells Fargo Stock (WFC)	0.1	$246k		4.2k	57.96	View chart
Abbvie Stock (ABBV)	0.1	$241k	+2%	1.3k	182.07	View chart
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)	0.1	$240k		5.1k	46.86	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$239k		2.2k	107.42	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.1	$238k		4.1k	57.70	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$238k		1.8k	135.06	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$229k	+12%	9.6k	23.85	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$228k		3.3k	68.80	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$219k	NEW	5.2k	42.12	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.1	$208k		9.4k	22.12	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$199k	+34%	14k	13.87	View chart
Immunoprecise Antibodies Stock (IPA)	0.0	$41k		27k	1.52	View chart

Past Filings by Gradient Capital Advisors

SEC 13F filings are viewable for Gradient Capital Advisors going back to 2017

Gradient Capital Advisors 2024 Q1 filed April 17, 2024
Gradient Capital Advisors 2023 Q4 filed Feb. 1, 2024
Gradient Capital Advisors 2023 Q3 filed Oct. 25, 2023
Gradient Capital Advisors 2023 Q2 filed July 19, 2023
Gradient Capital Advisors 2023 Q1 filed April 18, 2023
Gradient Capital Advisors 2022 Q4 filed Feb. 6, 2023
Gradient Capital Advisors 2022 Q3 filed Nov. 7, 2022
Gradient Capital Advisors 2022 Q2 filed July 18, 2022
Gradient Capital Advisors 2022 Q1 filed April 29, 2022
Gradient Capital Advisors 2021 Q4 filed Jan. 31, 2022
Gradient Capital Advisors 2021 Q3 filed Nov. 2, 2021
Gradient Capital Advisors 2021 Q2 filed Aug. 2, 2021
Gradient Capital Advisors 2021 Q1 filed April 21, 2021
Gradient Capital Advisors 2020 Q4 filed Jan. 20, 2021
Gradient Capital Advisors 2020 Q3 filed Oct. 21, 2020
Gradient Capital Advisors 2020 Q2 filed July 28, 2020

View all past filings

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