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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, VCSH, SPDW, TSLA, and represent 26.71% of Gradient Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHM (+$5.6M), SCHF, SCHX, SCHD, LRCX, BILS, DFSD, SCHB, VCSH, SCHV.
Started 6 new stock positions in JSCP, AXP, PDBC, DFGP, BMY, AVMC.
Reduced shares in these 10 stocks: AAPL, VUSB, VYMI, IBB, JPM, PFE, VOO, VB, GOOGL, BSV.
Sold out of its positions in IBB, VYMI.
Gradient Capital Advisors was a net buyer of stock by $30M.
Gradient Capital Advisors has $310M in assets under management (AUM), dropping by 2.72%.
Central Index Key (CIK): 0001727917

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Portfolio Holdings for Gradient Capital Advisors

Gradient Capital Advisors holds 152 positions in its portfolio as reported in the December 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)	9.6	$30M		50k	588.68	View chart
Apple Stock (AAPL)	6.4	$20M	-2%	80k	250.42	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	3.9	$12M	+7%	156k	78.01	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	3.7	$11M	+5%	335k	34.13	View chart
Tesla Stock (TSLA)	3.1	$9.7M		24k	403.84	View chart
Schwab International Equity Etf Etf (SCHF)	2.9	$9.0M	+99%	488k	18.50	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	2.8	$8.8M	+19%	188k	46.88	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	2.7	$8.4M	+198%	305k	27.71	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	2.4	$7.5M		136k	55.66	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.4	$7.4M	+7%	153k	48.42	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.2	$6.7M		134k	50.37	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.1	$6.6M	+192%	284k	23.18	View chart
Microsoft Corp Stock (MSFT)	2.0	$6.2M		15k	421.51	View chart
Jpmorgan Chase & Co Stock (JPM)	1.9	$5.8M	-3%	24k	239.71	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	1.8	$5.6M	+6%	214k	26.19	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.7	$5.3M		129k	40.92	View chart
Vanguard Large-cap Etf Etf (VV)	1.7	$5.2M		20k	269.70	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.6	$4.9M	+9%	103k	47.82	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.4	$4.3M	+3%	184k	23.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$4.2M	-3%	7.8k	538.83	View chart
Vanguard Growth Etf Etf (VUG)	1.3	$4.2M	-2%	10k	410.45	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$4.2M	-3%	22k	189.30	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.3	$4.0M	+20%	78k	51.70	View chart
Vanguard Mid-cap Etf Etf (VO)	1.3	$4.0M	+2%	15k	264.13	View chart
Vanguard Total International Stock Etf Etf (VXUS)	1.2	$3.9M	+2%	66k	58.93	View chart
Nvidia Corporation Stock (NVDA)	1.2	$3.8M		29k	134.29	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$3.8M		8.3k	453.28	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$3.7M		6.3k	585.51	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.1	$3.6M	+200%	130k	27.32	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	1.1	$3.5M	+22%	115k	30.78	View chart
Vanguard Small-cap Etf Etf (VB)	1.0	$3.2M	-4%	13k	240.28	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.0	$3.1M	+6%	123k	24.86	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.9	$2.7M	+6%	69k	39.56	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.8	$2.4M	+11%	12k	198.18	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.8	$2.4M	+7%	90k	26.57	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.8	$2.4M	+20%	79k	30.03	View chart
Broadcom Stock (AVGO)	0.7	$2.2M	-4%	9.4k	231.83	View chart
Amazon Stock (AMZN)	0.7	$2.1M		9.4k	219.39	View chart
Vanguard Value Etf Etf (VTV)	0.6	$1.8M	+3%	11k	169.30	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.6	$1.8M	+472%	18k	99.15	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.6	$1.8M	+197%	78k	22.70	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.6	$1.7M	+4%	69k	25.37	View chart
Lam Research Corp Stock (LRCX)	0.5	$1.7M	+898%	23k	72.23	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.5	$1.6M	-3%	32k	51.99	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$1.6M		7.4k	220.96	View chart
Wp Carey Reit (WPC)	0.5	$1.6M	-5%	30k	54.48	View chart
Chevron Corp Stock (CVX)	0.5	$1.6M		11k	144.83	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.5	$1.5M		17k	89.08	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.5	$1.5M	+7%	22k	65.08	View chart
Spdr Gold Shares Etf (GLD)	0.4	$1.4M		5.7k	242.13	View chart
Qualcomm Stock (QCOM)	0.4	$1.3M		8.7k	153.62	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.2M	-3%	4.2k	289.81	View chart
Advanced Micro Devices Stock (AMD)	0.4	$1.2M	+2%	10k	120.79	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.4	$1.2M	+189%	45k	26.07	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$1.1M		20k	57.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$1.1M		5.6k	195.84	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.3	$1.1M		11k	96.53	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$1.0M	+86%	40k	25.86	View chart
Cisco Sys Stock (CSCO)	0.3	$1.0M		17k	59.20	View chart
Bank America Corp Stock (BAC)	0.3	$1.0M		23k	43.95	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$990k		2.0k	485.86	View chart
Home Depot Stock (HD)	0.3	$940k	-2%	2.4k	389.06	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.3	$908k		43k	21.06	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.3	$880k		11k	78.61	View chart
Amgen Stock (AMGN)	0.3	$849k	-8%	3.3k	260.66	View chart
Johnson & Johnson Stock (JNJ)	0.3	$841k	-9%	5.8k	144.63	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$840k	-12%	11k	77.27	View chart
Visa Inc Com Cl A Stock (V)	0.3	$814k		2.6k	316.03	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$813k	+10%	4.1k	197.49	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$803k		3.2k	253.71	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.3	$800k	+7%	33k	24.58	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.3	$796k	+2%	23k	34.59	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.3	$778k	+85%	34k	22.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$771k	-10%	18k	44.04	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.2	$764k	+8%	38k	20.35	View chart
Blackstone Stock (BX)	0.2	$756k	-2%	4.4k	172.42	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$738k		6.4k	115.21	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$703k		5.5k	127.59	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$664k		1.1k	586.12	View chart
Netflix Stock (NFLX)	0.2	$641k		719.00	891.32	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.2	$610k	+5%	20k	29.86	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$594k	-7%	3.1k	190.43	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$594k		23k	25.84	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.2	$591k	+10%	28k	21.36	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$580k	+100%	22k	25.83	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.2	$547k		5.1k	106.84	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$543k	-2%	5.4k	101.53	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.2	$537k	-32%	11k	49.62	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$514k		1.0k	511.46	View chart
Costco Whsl Corp Stock (COST)	0.2	$510k		557.00	915.74	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$508k		5.2k	96.90	View chart
Lululemon Athletica Stock (LULU)	0.2	$499k	-3%	1.3k	382.41	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$494k	-6%	2.6k	190.85	View chart
Caterpillar Stock (CAT)	0.2	$474k		1.3k	362.87	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$464k		16k	29.20	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$454k		6.5k	70.28	View chart
Blackrock Stock (BLK)	0.1	$436k	+6%	426.00	1024.00	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$431k		4.0k	107.57	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$429k		1.2k	351.79	View chart
Salesforce Stock (CRM)	0.1	$418k		1.2k	334.40	View chart
International Business Machs Stock (IBM)	0.1	$417k	+3%	1.9k	219.88	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$417k	-2%	6.0k	70.00	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.1	$412k		20k	20.93	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$412k	+4%	8.1k	50.71	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$403k		15k	26.63	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.1	$402k	NEW	6.2k	64.99	View chart
Pfizer Stock (PFE)	0.1	$396k	-33%	15k	26.53	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$389k	+16%	17k	22.80	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.1	$374k		4.9k	75.86	View chart
Intuit Stock (INTU)	0.1	$370k		589.00	628.50	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$369k		4.9k	75.61	View chart
Disney Walt Stock (DIS)	0.1	$354k	-6%	3.2k	111.35	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$349k		5.6k	62.31	View chart
Adobe Stock (ADBE)	0.1	$337k		758.00	444.68	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$337k		4.7k	71.42	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$334k		5.2k	63.75	View chart
Pgim Global High Yield Fd Form Cef (GHY)	0.1	$317k		26k	12.32	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$314k	+10%	13k	25.25	View chart
Ishares Msci Global Energy Producers Etf Etf (FILL)	0.1	$310k	-4%	14k	22.84	View chart
Starbucks Corp Stock (SBUX)	0.1	$309k	-2%	3.4k	91.26	View chart
Merck & Co Stock (MRK)	0.1	$301k	+3%	3.0k	99.49	View chart
Procter And Gamble Stock (PG)	0.1	$298k		1.8k	167.67	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$290k		12k	24.07	View chart
Wells Fargo Stock (WFC)	0.1	$290k	-3%	4.1k	70.24	View chart
Palo Alto Networks Stock (PANW)	0.1	$289k	+98%	1.6k	181.96	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$288k		3.4k	85.67	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$281k		1.8k	159.52	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$275k		12k	23.96	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$274k		384.00	712.33	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	0.1	$272k	NEW	5.1k	52.83	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$269k	+27%	11k	25.10	View chart
Fedex Corp Stock (FDX)	0.1	$260k		924.00	281.33	View chart
Intel Corp Stock (INTC)	0.1	$256k		13k	20.05	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$256k	-3%	3.8k	66.77	View chart
Constellation Energy Corp Stock (CEG)	0.1	$255k	+11%	1.1k	223.74	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$253k	+29%	9.9k	25.45	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$251k		5.2k	48.33	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$248k	+112%	10k	24.06	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.1	$248k		4.1k	60.26	View chart
Boeing Stock (BA)	0.1	$247k		1.4k	177.02	View chart
Yum Brands Stock (YUM)	0.1	$245k	-21%	1.8k	134.16	View chart
Walmart Stock (WMT)	0.1	$240k	-4%	2.7k	90.36	View chart
Abbvie Stock (ABBV)	0.1	$236k		1.3k	177.75	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$233k		4.5k	51.51	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$231k		3.0k	75.69	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$221k	-2%	2.1k	106.55	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$219k	NEW	4.7k	46.63	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.1	$206k	NEW	16k	12.99	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.1	$204k		9.4k	21.72	View chart
American Express Stock (AXP)	0.1	$204k	NEW	686.00	296.95	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$201k	NEW	3.5k	56.56	View chart
Immunoprecise Antibodies Stock (IPA)	0.0	$11k		27k	0.41	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 Q4 filed Jan. 29, 2025
Gradient Capital Advisors 2024 Q3 filed Oct. 16, 2024
Gradient Capital Advisors 2024 Q2 filed July 22, 2024
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

View all past filings

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