| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 27 | Q2 2024 | 12.9% |
| APPLE INC COM | 27 | Q2 2024 | 8.0% |
| SCHWAB INTERNATIONAL EQUITY ETF | 27 | Q2 2024 | 9.9% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 27 | Q2 2024 | 8.6% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 27 | Q2 2024 | 8.0% |
| SCHWAB U.S. LARGE-CAP ETF | 27 | Q2 2024 | 4.4% |
| SCHWAB U.S. MID-CAP ETF | 27 | Q2 2024 | 3.0% |
| VANGUARD LARGE-CAP INDEX FUND | 27 | Q2 2024 | 2.5% |
| VANGUARD S&P 500 ETF | 27 | Q2 2024 | 2.9% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 27 | Q2 2024 | 2.3% |
View Gradient Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| N-PX | 2024-07-22 |
| 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 |
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.