Gradient Capital Advisors

Gradient Capital Advisors as of March 31, 2025

Portfolio Holdings for Gradient Capital Advisors

Gradient Capital Advisors holds 155 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 9.5 $29M 52k 561.90
Apple Stock (AAPL) 5.5 $17M 76k 222.13
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 4.1 $13M 348k 36.41
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 4.1 $12M 158k 78.94
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 3.2 $9.9M 208k 47.52
Schwab International Equity Etf Etf (SCHF) 3.1 $9.5M 478k 19.78
Schwab U.s. Mid-cap Etf Etf (SCHM) 2.7 $8.3M 316k 26.20
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 2.5 $7.5M 151k 49.90
Dimensional U.s. Targeted Value Etf Etf (DFAT) 2.3 $7.2M 139k 51.49
Jpmorgan Ultra-short Income Etf Etf (JPST) 2.1 $6.3M 124k 50.63
Schwab U.s. Large-cap Etf Etf (SCHX) 2.0 $6.1M 277k 22.08
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.0 $6.1M 231k 26.46
Jpmorgan Chase & Co Stock (JPM) 1.9 $5.9M 24k 245.30
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.8 $5.5M 109k 50.83
Dimensional Us Marketwide Value Etf Etf (DFUV) 1.7 $5.3M 129k 41.21
Microsoft Corp Stock (MSFT) 1.7 $5.3M 14k 375.38
Vanguard Large-cap Etf Etf (VV) 1.6 $5.0M 19k 257.03
Tesla Stock (TSLA) 1.6 $5.0M 19k 259.16
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.5 $4.5M 8.5k 532.58
Dimensional Us Real Estate Etf Etf (DFAR) 1.5 $4.5M 191k 23.77
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 1.4 $4.3M 82k 52.37
Vanguard S&p 500 Etf Etf (VOO) 1.3 $4.1M 8.0k 513.94
Vanguard Total International Stock Etf Etf (VXUS) 1.3 $4.0M 65k 62.10
Dimensional Us Small Cap Value Etf Etf (DFSV) 1.3 $3.9M 139k 28.15
Vanguard Mid-cap Etf Etf (VO) 1.3 $3.9M 15k 258.62
Schwab Us Dividend Equity Etf Etf (SCHD) 1.2 $3.8M 136k 27.96
Meta Platforms Inc Cl A Stock (META) 1.2 $3.5M 6.1k 576.38
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 1.1 $3.5M 132k 26.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $3.4M 22k 154.64
Vanguard Growth Etf Etf (VUG) 1.1 $3.4M 9.1k 370.82
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 1.0 $3.1M 76k 40.46
Vanguard Small-cap Etf Etf (VB) 1.0 $2.9M 13k 221.75
Nvidia Corporation Stock (NVDA) 1.0 $2.9M 27k 108.38
Dimensional Us Large Cap Value Etf Etf (DFLV) 0.9 $2.9M 95k 30.57
Dimensional International Small Cap Value Etf Etf (DISV) 0.9 $2.8M 95k 29.12
Spdr Gold Shares Etf (GLD) 0.8 $2.6M 9.0k 288.14
Vanguard Small Cap Value Etf Etf (VBR) 0.7 $2.3M 12k 186.30
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.6 $2.0M 32k 61.89
Vanguard Value Etf Etf (VTV) 0.6 $1.9M 11k 172.74
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.6 $1.9M 73k 25.89
Wp Carey Reit (WPC) 0.6 $1.8M 29k 63.11
Amazon Stock (AMZN) 0.6 $1.8M 9.4k 190.26
Avantis International Small Cap Value Etf Etf (AVDV) 0.5 $1.7M 24k 69.74
Schwab U.s. Broad Market Etf Etf (SCHB) 0.5 $1.7M 77k 21.53
Chevron Corp Stock (CVX) 0.5 $1.7M 9.9k 167.30
Broadcom Stock (AVGO) 0.5 $1.6M 9.7k 167.43
Vanguard Real Estate Etf Etf (VNQ) 0.5 $1.6M 18k 90.54
Lam Research Corp Stock (LRCX) 0.5 $1.6M 22k 72.70
Ishares Russell 2000 Etf Etf (IWM) 0.5 $1.5M 7.4k 199.49
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.5 $1.5M 15k 99.49
Qualcomm Stock (QCOM) 0.4 $1.3M 8.4k 153.61
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.4 $1.2M 20k 60.66
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.4 $1.2M 45k 26.58
Cisco Sys Stock (CSCO) 0.4 $1.1M 18k 61.71
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $1.1M 4.0k 274.84
Vanguard Dividend Appreciation Etf Etf (VIG) 0.4 $1.1M 5.5k 193.98
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.3 $980k 11k 87.17
Bank America Corp Stock (BAC) 0.3 $971k 23k 41.73
Advanced Micro Devices Stock (AMD) 0.3 $965k 9.4k 102.74
Amgen Stock (AMGN) 0.3 $964k 3.1k 311.58
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $940k 40k 23.43
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $932k 43k 21.51
Johnson & Johnson Stock (JNJ) 0.3 $931k 5.6k 165.84
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $914k 11k 81.67
Visa Inc Com Cl A Stock (V) 0.3 $908k 2.6k 350.46
Home Depot Stock (HD) 0.3 $868k 2.4k 366.55
Taiwan Semiconductor Mfg Adr (TSM) 0.3 $844k 5.1k 166.00
Vanguard Short-term Bond Etf Etf (BSV) 0.3 $842k 11k 78.28
Lockheed Martin Corp Stock (LMT) 0.3 $826k 1.8k 446.72
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.3 $822k 36k 23.16
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.3 $817k 39k 20.75
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.3 $813k 33k 24.99
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.3 $807k 15k 54.41
Vanguard Health Care Etf Etf (VHT) 0.3 $802k 3.0k 264.72
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.3 $771k 23k 32.99
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.3 $766k 17k 45.26
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $758k 5.9k 128.96
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.2 $689k 14k 49.85
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $670k 6.4k 104.57
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.2 $639k 29k 21.72
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $638k 23k 27.77
Netflix Stock (NFLX) 0.2 $613k 657.00 932.53
Blackstone Stock (BX) 0.2 $613k 4.4k 139.78
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.2 $611k 20k 30.10
Schwab Us Tips Etf Etf (SCHP) 0.2 $600k 22k 26.89
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $563k 11k 50.85
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.2 $549k 5.0k 108.68
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $546k 976.00 559.51
Avantis U.s. Mid Cap Equity Etf Etf (AVMC) 0.2 $533k 8.6k 61.98
Costco Whsl Corp Stock (COST) 0.2 $532k 563.00 945.28
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.2 $518k 5.2k 98.92
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $514k 1.1k 469.06
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $497k 5.4k 92.83
Dimensional International Core Equity Market Etf Etf (DFAI) 0.2 $496k 16k 31.23
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $494k 2.6k 190.57
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $489k 6.5k 75.65
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.2 $488k 21k 23.13
International Business Machs Stock (IBM) 0.2 $473k 1.9k 248.60
Exxon Mobil Corp Stock (XOM) 0.2 $460k 3.9k 118.93
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $445k 6.0k 74.72
Ishares Silver Trust Etf (SLV) 0.1 $439k 14k 30.99
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $434k 2.8k 156.23
Caterpillar Stock (CAT) 0.1 $417k 1.3k 329.93
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $413k 15k 27.57
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV) 0.1 $409k 20k 20.73
Ishares Msci Eafe Etf Etf (EFA) 0.1 $399k 4.9k 81.73
Blackrock Stock (BLK) 0.1 $394k 417.00 945.81
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $380k 1.2k 312.04
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.1 $380k 4.9k 76.95
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $376k 15k 24.34
Intuit Stock (INTU) 0.1 $367k 597.00 613.99
Pgim Global High Yield Fd Form Cef (GHY) 0.1 $346k 26k 13.42
Salesforce Stock (CRM) 0.1 $344k 1.3k 268.43
Ishares Msci Global Energy Producers Etf Etf (FILL) 0.1 $334k 13k 24.87
Pfizer Stock (PFE) 0.1 $333k 13k 25.34
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $331k 6.7k 49.81
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $330k 14k 24.21
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $327k 5.6k 58.35
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $321k 4.7k 68.01
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $316k 13k 24.18
Starbucks Corp Stock (SBUX) 0.1 $316k 3.2k 98.09
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $314k 3.4k 93.44
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $312k 5.2k 60.48
Procter And Gamble Stock (PG) 0.1 $305k 1.8k 170.45
Disney Walt Stock (DIS) 0.1 $301k 3.0k 98.70
Wells Fargo Stock (WFC) 0.1 $297k 4.1k 71.79
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ) 0.1 $296k 12k 25.79
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.1 $291k 12k 25.16
Yum Brands Stock (YUM) 0.1 $287k 1.8k 157.36
Adobe Stock (ADBE) 0.1 $286k 746.00 383.53
Abbvie Stock (ABBV) 0.1 $280k 1.3k 209.50
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP) 0.1 $275k 5.1k 53.43
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY) 0.1 $274k 11k 25.56
Merck & Co Stock (MRK) 0.1 $271k 3.0k 89.76
Boeing Stock (BA) 0.1 $261k 1.5k 170.57
Ishares Select U.s. Reit Etf Etf (ICF) 0.1 $254k 4.1k 61.53
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.1 $250k 3.8k 65.21
Ishares U.s. Technology Etf Etf (IYW) 0.1 $247k 1.8k 140.44
Regeneron Pharmaceuticals Stock (REGN) 0.1 $244k 384.00 634.23
Intel Corp Stock (INTC) 0.1 $243k 11k 22.71
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $241k 9.5k 25.26
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $240k 3.0k 78.85
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $237k 4.5k 52.52
Walmart Stock (WMT) 0.1 $236k 2.7k 87.79
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $236k 3.2k 73.69
Fedex Corp Stock (FDX) 0.1 $235k 965.00 243.78
Constellation Energy Corp Stock (CEG) 0.1 $233k 1.2k 201.68
Ishares Tips Bond Etf Etf (TIP) 0.1 $230k 2.1k 111.09
Palo Alto Networks Stock (PANW) 0.1 $225k 1.3k 170.64
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.1 $225k 17k 13.63
Lululemon Athletica Stock (LULU) 0.1 $223k 789.00 283.06
Jpmorgan Short Duration Core Plus Etf Etf (JSCP) 0.1 $222k 4.7k 47.21
Bristol-myers Squibb Stock (BMY) 0.1 $220k 3.6k 60.99
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU) 0.1 $202k 9.4k 21.58
Immunoprecise Antibodies Stock 0.0 $10k 27k 0.38