$239 Million is the total value of Gradient Capital Advisors, LLC's 136 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $24,065,256 | -4.9% | 56,040 | -1.3% | 10.06% | -0.8% |
| AAPL | Sell | APPLE INC COMstock | $16,879,268 | -14.9% | 98,588 | -3.6% | 7.06% | -11.3% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $9,149,682 | -6.0% | 269,425 | -1.3% | 3.82% | -2.0% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $8,819,895 | +0.8% | 284,421 | +5.7% | 3.69% | +5.0% |
| TSLA | Buy | TESLA INC COMstock | $7,328,443 | -4.1% | 29,288 | +0.3% | 3.06% | -0.1% |
| VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $7,070,346 | -7.4% | 149,542 | -7.1% | 2.96% | -3.4% |
| JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFetf | $7,062,885 | -5.4% | 140,751 | -5.5% | 2.95% | -1.4% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $6,990,406 | +12.1% | 93,019 | +12.8% | 2.92% | +16.9% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $6,749,253 | -1.5% | 99,723 | +3.3% | 2.82% | +2.7% |
| DFAT | Sell | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $6,386,157 | -2.7% | 139,771 | -1.2% | 2.67% | +1.5% |
| SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $5,842,245 | -7.1% | 115,459 | -3.8% | 2.44% | -3.1% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $5,283,742 | -20.6% | 13,455 | -17.7% | 2.21% | -17.2% |
| MSFT | Buy | MICROSOFT CORP COMstock | $4,648,458 | -6.4% | 14,722 | +0.9% | 1.94% | -2.5% |
| Buy | DIMENSIONAL US MARKETWIDE VALUE ETFetf | $4,588,556 | -1.0% | 134,878 | +0.4% | 1.92% | +3.2% | |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $3,969,732 | -5.8% | 90,799 | -0.5% | 1.66% | -1.7% |
| VV | Sell | VANGUARD LARGE-CAP ETFetf | $3,908,494 | -3.9% | 19,973 | -0.5% | 1.63% | +0.1% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,679,829 | +2.7% | 25,375 | +3.0% | 1.54% | +7.0% |
| Buy | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFetf | $3,652,700 | +3.6% | 156,701 | +6.9% | 1.53% | +8.0% | |
| Buy | DIMENSIONAL SHORT-DURATION FIXED INCOME ETFetf | $3,609,013 | +4.7% | 77,814 | +4.7% | 1.51% | +9.2% | |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $3,554,210 | -4.2% | 66,409 | +0.3% | 1.49% | -0.1% |
| VO | Sell | VANGUARD MID-CAP ETFetf | $3,190,356 | -5.5% | 15,321 | -0.1% | 1.33% | -1.5% |
| Buy | DIMENSIONAL US REAL ESTATE ETFetf | $3,092,027 | -2.5% | 158,403 | +7.4% | 1.29% | +1.7% | |
| VUG | Sell | VANGUARD GROWTH ETFetf | $3,052,891 | -4.5% | 11,211 | -0.8% | 1.28% | -0.5% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $2,783,403 | -4.1% | 14,722 | +0.9% | 1.16% | 0.0% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $2,558,521 | -4.8% | 51,345 | -4.1% | 1.07% | -0.6% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $2,517,746 | +22.4% | 19,240 | +12.0% | 1.05% | +27.6% |
| VNQI | Buy | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $2,515,306 | -2.8% | 64,611 | +0.3% | 1.05% | +1.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $2,437,738 | +7.4% | 6,959 | +4.5% | 1.02% | +12.0% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $2,137,788 | +0.6% | 30,212 | +3.2% | 0.89% | +4.9% |
| Sell | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFetf | $2,070,428 | -4.1% | 91,937 | -0.8% | 0.87% | 0.0% | |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,975,701 | +45.8% | 11,717 | +36.1% | 0.83% | +52.1% |
| WPC | Sell | WP CAREY INC COMreit | $1,837,708 | -22.9% | 33,981 | -3.7% | 0.77% | -19.7% |
| Buy | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFetf | $1,702,434 | +5.5% | 71,591 | +4.9% | 0.71% | +10.0% | |
| FB | Buy | META PLATFORMS INC CL Astock | $1,653,256 | +5.4% | 5,507 | +0.7% | 0.69% | +9.9% |
| LRCX | Buy | LAM RESEARCH CORP COMstock | $1,650,417 | -2.4% | 2,633 | +0.2% | 0.69% | +1.8% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFetf | $1,540,430 | -4.9% | 9,658 | -1.4% | 0.64% | -0.9% |
| Buy | DIMENSIONAL US SMALL CAP VALUE ETFetf | $1,506,995 | +28.4% | 59,471 | +30.2% | 0.63% | +33.8% | |
| DFAE | Buy | DIMENSIONAL EMERGING CORE EQUITY MARKET ETFetf | $1,452,425 | -3.0% | 64,352 | +0.8% | 0.61% | +1.2% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $1,430,719 | -5.6% | 27,583 | -1.0% | 0.60% | -1.6% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,364,197 | -5.6% | 8,759 | +0.3% | 0.57% | -1.7% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $1,325,136 | -9.8% | 17,514 | -0.4% | 0.55% | -5.9% |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $1,302,780 | -2.3% | 26,134 | +1.3% | 0.54% | +1.9% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $1,266,691 | +23.3% | 2,912 | +19.9% | 0.53% | +28.6% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,257,852 | -1.6% | 9,895 | +0.9% | 0.53% | +2.5% |
| AVDV | Buy | AVANTIS INTERNATIONAL SMALL CAP VALUE ETFetf | $1,222,775 | +0.6% | 21,137 | +0.1% | 0.51% | +4.9% |
| Sell | SPDR GOLD MINISHARES TRUSTetf | $1,131,987 | -7.1% | 30,878 | -3.5% | 0.47% | -3.3% | |
| QCOM | Sell | QUALCOMM INC COMstock | $1,116,540 | -15.6% | 10,053 | -9.6% | 0.47% | -12.1% |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $1,088,472 | -3.9% | 16,886 | 0.0% | 0.46% | +0.2% | |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETFetf | $1,054,321 | +5.8% | 14,026 | +6.3% | 0.44% | +10.2% |
| JMST | Sell | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $1,029,937 | -6.3% | 20,415 | -6.0% | 0.43% | -2.3% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $1,013,196 | -1.6% | 4,770 | +2.1% | 0.42% | +2.7% |
| AVUV | Buy | AVANTIS U.S. SMALL CAP VALUE ETFetf | $991,758 | +1.2% | 12,723 | +0.8% | 0.42% | +5.6% |
| AMGN | Buy | AMGEN INC COMstock | $962,968 | +24.0% | 3,583 | +2.5% | 0.40% | +29.6% |
| VTV | VANGUARD VALUE ETFetf | $950,776 | -2.9% | 6,893 | 0.0% | 0.40% | +1.0% | |
| SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $934,472 | -8.8% | 22,561 | -3.6% | 0.39% | -4.9% |
| VUSB | Sell | VANGUARD ULTRA-SHORT BOND ETFetf | $926,248 | -13.3% | 18,830 | -13.4% | 0.39% | -9.6% |
| GLD | Sell | SPDR GOLD SHARESetf | $920,858 | -5.5% | 5,371 | -1.7% | 0.38% | -1.5% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $911,396 | -5.5% | 5,866 | -1.2% | 0.38% | -1.6% |
| IWM | ISHARES RUSSELL 2000 ETFetf | $908,797 | -5.6% | 5,142 | 0.0% | 0.38% | -1.6% | |
| SCHZ | Sell | SCHWAB US AGGREGATE BOND ETFetf | $905,118 | -5.3% | 20,464 | -1.1% | 0.38% | -1.3% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $862,065 | -8.1% | 21,986 | -4.7% | 0.36% | -4.3% |
| SCHH | Sell | SCHWAB U.S. REIT ETFetf | $858,550 | -17.0% | 48,369 | -8.7% | 0.36% | -13.5% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $858,937 | -2.2% | 12,483 | +5.4% | 0.36% | +2.0% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $826,830 | -3.8% | 3,517 | +0.2% | 0.35% | +0.3% |
| AVGO | Buy | BROADCOM INC COMstock | $819,256 | -3.2% | 986 | +1.1% | 0.34% | +1.2% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $785,745 | -10.5% | 1,921 | +0.8% | 0.33% | -6.8% |
| LULU | LULULEMON ATHLETICA INC COMstock | $771,991 | +1.9% | 2,002 | 0.0% | 0.32% | +6.2% | |
| HD | Buy | HOME DEPOT INC COMstock | $748,699 | -1.2% | 2,478 | +1.6% | 0.31% | +3.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $700,307 | +174.1% | 6,811 | +203.7% | 0.29% | +187.3% |
| BAC | Buy | BANK AMERICA CORP COMstock | $677,433 | -4.2% | 24,742 | +0.4% | 0.28% | -0.4% |
| PFE | Sell | PFIZER INC COMstock | $638,634 | -11.8% | 19,253 | -2.5% | 0.27% | -7.9% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $624,186 | -6.2% | 6,617 | -0.9% | 0.26% | -2.2% |
| INTC | Buy | INTEL CORP COMstock | $607,376 | +29.0% | 17,085 | +21.4% | 0.25% | +34.4% |
| CSCO | New | CISCO SYS INC COMstock | $601,320 | – | 11,185 | +100.0% | 0.25% | – |
| SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $593,756 | -21.9% | 20,251 | -21.6% | 0.25% | -18.7% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $581,126 | -5.6% | 5,625 | -3.0% | 0.24% | -1.6% |
| SCHP | Sell | SCHWAB US TIPS ETFetf | $566,801 | -7.5% | 11,226 | -3.9% | 0.24% | -3.7% |
| SPY | SPDR S&P 500 ETF TRUSTetf | $551,022 | -3.6% | 1,289 | 0.0% | 0.23% | +0.4% | |
| V | Buy | VISA INC COM CL Astock | $547,104 | -1.9% | 2,379 | +1.2% | 0.23% | +2.2% |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $539,735 | -13.3% | 5,290 | -8.1% | 0.23% | -9.6% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFetf | $536,163 | -3.8% | 22,962 | 0.0% | 0.22% | +0.4% | ||
| DFAC | Sell | DIMENSIONAL U.S. CORE EQUITY 2 ETFetf | $521,658 | -10.0% | 19,911 | -6.7% | 0.22% | -6.0% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $506,831 | +7.7% | 3,844 | -1.2% | 0.21% | +12.2% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $483,366 | -5.4% | 5,140 | -1.4% | 0.20% | -1.5% |
| BX | BLACKSTONE INC COMstock | $480,737 | +15.2% | 4,487 | 0.0% | 0.20% | +20.4% | |
| CAT | Sell | CATERPILLAR INC COMstock | $468,235 | +7.3% | 1,715 | -3.3% | 0.20% | +12.0% |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUNDetf | $462,467 | -3.1% | 7,686 | 0.0% | 0.19% | +1.0% | |
| XOM | Sell | EXXON MOBIL CORP COMstock | $445,020 | -7.2% | 3,785 | -15.3% | 0.19% | -3.1% |
| IEFA | ISHARES CORE MSCI EAFE ETFetf | $430,945 | -4.7% | 6,697 | 0.0% | 0.18% | -0.6% | |
| Buy | DIMENSIONAL US LARGE CAP VALUE ETFetf | $430,875 | +46.2% | 17,367 | +49.7% | 0.18% | +52.5% | |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $429,319 | -10.1% | 17,933 | -7.5% | 0.18% | -6.8% |
| SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $422,583 | -7.0% | 7,188 | -0.6% | 0.18% | -2.7% |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFetf | $420,162 | -4.4% | 16,092 | 0.0% | 0.18% | 0.0% | |
| IVE | ISHARES S&P 500 VALUE ETFetf | $414,291 | -4.6% | 2,693 | 0.0% | 0.17% | -0.6% | |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETFetf | $394,259 | -5.4% | 19,704 | 0.0% | 0.16% | -1.2% | ||
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETFetf | $385,093 | -4.5% | 25,252 | 0.0% | 0.16% | -0.6% | ||
| ADBE | Buy | ADOBE INC COMstock | $377,836 | +5.3% | 741 | +1.0% | 0.16% | +9.7% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETFetf | $371,947 | -4.6% | 15,841 | 0.0% | 0.16% | 0.0% | ||
| FILL | ISHARES MSCI GLOBAL ENERGY PRODUCERS ETFetf | $367,791 | +11.4% | 14,261 | 0.0% | 0.15% | +16.7% | |
| DFUS | Sell | DIMENSIONAL U.S. EQUITY ETFetf | $365,138 | -27.5% | 7,844 | -25.0% | 0.15% | -24.3% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $356,555 | +0.5% | 1,161 | +1.0% | 0.15% | +4.9% |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $350,447 | -2.9% | 5,122 | 0.0% | 0.15% | +1.4% | |
| EFA | ISHARES MSCI EAFE ETFetf | $348,391 | -4.9% | 5,055 | 0.0% | 0.15% | -0.7% | |
| QQQ | INVESCO QQQ TRUST SERIES Ietf | $349,132 | -3.0% | 974 | 0.0% | 0.15% | +1.4% | |
| BA | Buy | BOEING CO COMstock | $328,754 | -7.0% | 1,715 | +2.4% | 0.14% | -3.5% |
| NFLX | Buy | NETFLIX INC COMstock | $322,848 | -13.4% | 855 | +1.1% | 0.14% | -9.4% |
| REGN | REGENERON PHARMACEUTICALS COMstock | $316,017 | +14.5% | 384 | 0.0% | 0.13% | +18.9% | |
| DIS | Sell | DISNEY WALT CO COMstock | $313,179 | -13.6% | 3,864 | -4.8% | 0.13% | -9.7% |
| SBUX | Buy | STARBUCKS CORP COMstock | $311,151 | -1.5% | 3,409 | +6.9% | 0.13% | +2.4% |
| MRK | Buy | MERCK & CO INC COMstock | $310,557 | -8.7% | 3,017 | +2.3% | 0.13% | -4.4% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $300,852 | +2.6% | 533 | -2.0% | 0.13% | +6.8% |
| INTU | Buy | INTUIT COMstock | $290,725 | +12.9% | 569 | +1.2% | 0.12% | +18.4% |
| YUM | YUM BRANDS INC COMstock | $290,486 | -9.8% | 2,325 | 0.0% | 0.12% | -6.2% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $288,938 | +11.4% | 3,197 | +0.1% | 0.12% | +16.3% |
| Buy | JPMORGAN INFLATION MANAGED BOND ETFetf | $286,610 | -1.8% | 6,341 | +0.3% | 0.12% | +2.6% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $287,367 | -9.7% | 5,729 | 0.0% | 0.12% | -6.2% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $284,917 | -4.6% | 1,143 | 0.0% | 0.12% | -0.8% | |
| BLK | Buy | BLACKROCK INC COMstock | $283,593 | -6.4% | 439 | +0.2% | 0.12% | -2.5% |
| Sell | AVANTIS U.S. LARGE CAP VALUE ETFetf | $284,209 | -6.1% | 5,395 | -4.9% | 0.12% | -1.7% | |
| SJNK | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $279,871 | -1.0% | 11,442 | 0.0% | 0.12% | +3.5% | |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $277,191 | -0.7% | 1,900 | +3.3% | 0.12% | +3.6% |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $277,736 | -1.7% | 25,764 | 0.0% | 0.12% | +2.7% | |
| SCHC | Sell | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $257,960 | -5.9% | 7,999 | -1.5% | 0.11% | -1.8% |
| SPTM | Sell | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $257,039 | -52.9% | 4,897 | -51.1% | 0.11% | -51.1% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $253,165 | -11.3% | 2,441 | -8.0% | 0.11% | -7.8% |
| YUMC | YUM CHINA HLDGS INC COMstock | $250,350 | -1.4% | 4,493 | 0.0% | 0.10% | +2.9% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $250,183 | +5.2% | 1,783 | +0.3% | 0.10% | +10.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $252,184 | -18.4% | 4,345 | -10.1% | 0.10% | -15.3% |
| FDX | FEDEX CORP COMstock | $244,786 | +6.9% | 924 | 0.0% | 0.10% | +10.9% | |
| CRM | Buy | SALESFORCE INC COMstock | $241,308 | +14.9% | 1,190 | +19.7% | 0.10% | +20.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $223,246 | -3.1% | 2,569 | +12.5% | 0.09% | +1.1% |
| DFAU | Sell | DIMENSIONAL US CORE EQUITY MARKET ETFetf | $215,610 | -24.0% | 7,199 | -21.3% | 0.09% | -21.1% |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $202,875 | -2.1% | 3,278 | 0.0% | 0.08% | +2.4% | |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETFetf | $194,750 | -3.8% | 12,500 | 0.0% | 0.08% | 0.0% | |
| PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf | $153,865 | – | 10,292 | +100.0% | 0.06% | – |
| IPA | IMMUNOPRECISE ANTIBODIES LTD COM NEWstock | $49,059 | -38.2% | 26,808 | 0.0% | 0.02% | -34.4% | |
| NKX | Exit | NUVEEN CALIFORNIA AMT QLT MUN COMcef | $0 | – | -14,354 | -100.0% | -0.07% | – |
| BSMU | Exit | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETFetf | $0 | – | -9,381 | -100.0% | -0.08% | – |
| JSCP | Exit | JPMORGAN SHORT DURATION CORE PLUS ETFetf | $0 | – | -6,160 | -100.0% | -0.11% | – |
| IUSB | Exit | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $0 | – | -6,541 | -100.0% | -0.12% | – |
| HYMB | Exit | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $0 | – | -15,788 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 24 | Q3 2023 | 12.9% |
| SCHWAB INTERNATIONAL EQUITY ETF | 24 | Q3 2023 | 9.9% |
| APPLE INC COM | 24 | Q3 2023 | 8.0% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 24 | Q3 2023 | 8.6% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 24 | Q3 2023 | 8.0% |
| SCHWAB U.S. LARGE-CAP ETF | 24 | Q3 2023 | 4.4% |
| SCHWAB U.S. MID-CAP ETF | 24 | Q3 2023 | 2.8% |
| VANGUARD LARGE-CAP INDEX FUND | 24 | Q3 2023 | 2.5% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 24 | Q3 2023 | 2.3% |
| VANGUARD S&P 500 ETF | 24 | Q3 2023 | 2.9% |
View Gradient Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-31 |
View Gradient Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.