GC

Gradient Capital Advisors, LLC

13F
Gradient Capital Advisors, LLC
Last update 2025-05-05 155 Stocks (4 new)
Value $306.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(9.47%)AAPL(5.53%)SPDW(4.13%)VCSH(4.06%)DFSD(3.22%)
Summary Stock Picks Current Portfolio
Gradient Capital Advisors, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
51,630
29,010.7
+2.48%
9.470
+0.23%
0.010
+17.02%
+7.08%
622,054.4
 
AAPL
Apple Inc
76,347
16,959.0
-4.03%
5.530
-0.26%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
347,539
12,653.9
+3.91%
4.130
+0.16%
0.050
+16.16%
+20.35%
27,027.8
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
157,454
12,429.4
+1.00%
4.060
+0.04%
0.040
+2.54%
+3.54%
34,907.7
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
207,597
9,865.0
+10.74%
3.220
+0.31%
0.220
+2.67%
+3.66%
4,782.4
 
SCHF
Schwab International Equity ETF
478,404
9,462.8
-1.91%
3.090
-0.06%
0.020
+15.43%
+19.92%
48,818.6
 
SCHM
Schwab U.S. Mid-Cap ETF
316,415
8,290.1
+3.91%
2.710
+0.10%
0.080
+17.87%
+3.92%
11,785.9
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
151,012
7,535.5
-1.04%
2.460
-0.02%
0.060
+1.57%
+4.18%
15,019.5
 
DFAT
Dimensional U.S. Targeted Value ETF
139,304
7,172.8
+2.71%
2.340
+0.06%
0.070
+20.39%
+1.49%
11,087.5
 
JPST
JPMorgan Ultra-Short Income ETF
124,383
6,297.5
-6.87%
2.060
-0.15%
0.020
+1.43%
+2.62%
31,782.1
 

Gradient Capital Advisors, LLC's Historical Top Holdings Breakdowns

Gradient Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.63%
●
222.15 ($333.26) 428.22
$313.51
-5.93%
Reduce -20.13%
19,192
-4,836
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.31%
●
243.19 ($264.45) 288.14
$309.14
16.90%
Add 56.73%
9,001
3,258
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.31%
●
46.74 ($47.22) 47.57
$47.92
1.48%
Add 10.74%
207,597
20,131
FEZ
SPDR EURO Stoxx 50 ETF
2025-03-31
New Buy
New Buy
+0.26%
●
47.66 ($53.46) 57.45
$60.08
12.38%
New holding
14,835
14,835
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.26%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -4.03%
76,347
-3,209
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.23%
●
554.06 ($590.51) 615.85
$626.44
6.08%
Add 2.48%
51,630
1,251
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.22%
●
27.56 ($30.26) 32.1
$30.82
1.85%
Add 21.31%
139,133
24,442
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.16%
●
29.56 ($30.89) 31.77
$31.53
2.07%
Add 19.74%
94,786
15,625
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.16%
●
33.84 ($36.14) 37.77
$40.38
11.73%
Add 3.91%
347,539
13,080
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Reduce
Reduce
-0.15%
●
50.39 ($50.51) 50.66
$50.54
0.06%
Reduce -6.87%
124,383
-9,171

Gradient Capital Advisors, LLC Total Holding History ($B)

To

Gradient Capital Advisors, LLC's Asset Allocation

To

Gradient Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gradient Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Gradient Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gradient Capital Advisors, LLC's Holdings Heat Map

Size field:

Gradient Capital Advisors, LLC's Holdings Bubble Chart

Gradient Capital Advisors, LLC News

  • 1

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