GC
| |
Gradient Capital Advisors, LLC13F | |
| Gradient Capital Advisors, LLC | |
| Last update 2025-07-16 | 162 Stocks (11 new) |
| Value $339.00 Mil | Turnover 4 % |
Gradient Capital Advisors, LLC... Top Holdings of 2025-06-30
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 | 52,248 | 32,440.7 | +1.20% | 9.580 | +0.11% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 73,967 | 15,175.8 | -3.12% | 4.480 | -0.17% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 336,622 | 13,629.8 | -3.14% | 4.030 | -0.13% | 0.050 | +12.67% | +19.87% | 26,951.4 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 146,340 | 11,634.0 | -7.06% | 3.440 | -0.29% | 0.030 | +1.88% | +3.77% | 35,004.9 | ||
SCHF | Schwab International Equity ETF | 466,452 | 10,308.6 | -2.50% | 3.050 | -0.08% | 0.020 | +11.99% | +19.38% | 48,597.1 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 204,171 | 9,802.3 | -1.65% | 2.900 | -0.05% | 0.200 | +1.91% | +3.85% | 4,858.6 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 329,615 | 9,245.7 | +4.17% | 2.730 | +0.11% | 0.080 | +17.81% | +4.47% | 11,876.4 | ||
VV | Vanguard Large Cap ETF | 31,558 | 9,003.5 | +62.56% | 2.660 | +1.02% | 0.020 | +19.83% | +8.10% | 40,679.5 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 140,353 | 7,573.4 | +0.75% | 2.240 | +0.02% | 0.070 | +17.36% | +0.20% | 10,960.9 | ||
MSFT | Microsoft Corp | 14,413 | 7,169.2 | +1.60% | 2.120 | +0.03% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 2025-06-30 | Add Add | +1.02% | 228.25 ($263.38) 285.3 | $289.69 | 9.99% | Add 62.56% | 31,558 | 12,145 | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-06-30 | Add Add | +0.34% | 99.1 ($99.29) 99.49 | $99.31 | 0.02% | Add 80.66% | 26,384 | 11,780 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.29% | 77.94 ($78.77) 79.5 | $79.23 | 0.58% | Reduce -7.06% | 146,340 | -11,114 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-06-30 | Add Add | +0.29% | 24.21 ($27.7) 29.47 | $30.36 | 9.60% | Add 23.93% | 172,432 | 33,299 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.24% | 146.29 ($216.36) 275.65 | $283.34 | 30.96% | Add 30.97% | 12,704 | 3,004 | |
HYMU |
iShares High Yield Muni Income Active ETF
iShares High Yield Muni Income Active ETF
| 2025-06-30 | New Buy New Buy | +0.23% | 21.16 ($22.18) 22.7 | $22.87 | 3.11% | New holding | 34,635 | 34,635 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-06-30 | Reduce Reduce | -0.18% | 49.57 ($49.94) 50.27 | $50.07 | 0.26% | Reduce -7.25% | 140,069 | -10,943 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.17% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -3.12% | 73,967 | -2,380 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-06-30 | Reduce Reduce | -0.15% | 51.68 ($52.25) 52.76 | $52.57 | 0.61% | Reduce -10.93% | 72,664 | -8,915 | |
DFGP |
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
| 2025-06-30 | Add Add | +0.13% | 52.44 ($53.52) 54.49 | $54.20 | 1.27% | Add 149.4% | 12,824 | 7,682 |
Gradient Capital Advisors, LLC Total Holding History ($B)
Gradient Capital Advisors, LLC's Asset Allocation
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 2025-06-30
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers