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American Centy Etf Tr Intl Smcp Vlu shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in American Centy Etf Tr Intl Smcp Vlu

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All positions including American Centy Etf Tr Intl Smcp Vlu held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Intl Smcp Vlu by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 21k 70.67
2024-06-30 $1.4M 21k 64.95
2024-03-31 $1.4M 22k 65.86
2023-12-31 $1.4M 22k 62.49
2023-09-30 $1.2M 21k 57.85
2023-06-30 $1.2M 21k 57.56
2023-03-31 $1.3M 22k 58.48
2022-12-31 $1.3M 23k 55.35
2022-09-30 $1.1M 23k 47.50
2022-06-30 $1.3M 24k 52.77
2022-03-31 $1.4M 23k 62.58
2021-12-31 $1.3M 21k 64.53
2021-09-30 $1.1M 17k 64.62
2021-06-30 $939k 15k 64.75
2021-03-31 $740k 12k 62.22
2020-12-31 $301k 5.3k 57.12

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Jones Financial Companies, L.L
Savant Capital Management
Creative Planning
Colony
Buckingham Asset Management
Buckingham Strategic Partners
Mason Investment Advisory Services
Accredited Investors
Haverford Trust Company
Pure Financial Advisors
HPM Partners
Unison Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
CI Private Wealth

View all funds holding American Centy Etf Tr Intl Smcp Vlu