Gradient Capital Advisors, LLC Buys iShares Core Total USD Bond Market ETF, ImmunoPrecise Antibodies, Pfizer Inc, Sells CSIM Schwab Short-Term U.S. Treasury ETF, SPDR Bloomberg Barclays Investment Grade Floating , CSIM Schwab U.S. Small-Cap ETF

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Investment company Gradient Capital Advisors, LLC (Current Portfolio) buys iShares Core Total USD Bond Market ETF, ImmunoPrecise Antibodies, Pfizer Inc, Johnson & Johnson, Caterpillar Inc, sells CSIM Schwab Short-Term U.S. Treasury ETF, SPDR Bloomberg Barclays Investment Grade Floating , CSIM Schwab U.S. Small-Cap ETF, Target Corp, Lam Research Corp during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Gradient Capital Advisors, LLC. As of 2020Q4, Gradient Capital Advisors, LLC owns 101 stocks with a total value of $174 million. These are the details of the buys and sells.

For the details of Gradient Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gradient+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Gradient Capital Advisors, LLC
  1. BTC iShares Core S&P 500 ETF (IVV) - 50,195 shares, 10.81% of the total portfolio. Shares reduced by 5.87%
  2. Apple Inc (AAPL) - 98,280 shares, 7.48% of the total portfolio. Shares reduced by 6.05%
  3. JPMorgan Ultra-Short Income ETF (JPST) - 225,348 shares, 6.56% of the total portfolio. Shares added by 13.51%
  4. CSIM Schwab International Equity ETF (SCHF) - 261,396 shares, 5.40% of the total portfolio. Shares reduced by 3.91%
  5. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 170,832 shares, 5.01% of the total portfolio. Shares added by 11.20%
New Purchase: iShares Core Total USD Bond Market ETF (IUSB)

Gradient Capital Advisors, LLC initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $53.67 and $54.58, with an estimated average price of $54.1. The stock is now traded at around $54.300000. The impact to a portfolio due to this purchase was 0.43%. The holding were 13,632 shares as of 2020-12-31.

New Purchase: ImmunoPrecise Antibodies Ltd (TQB)

Gradient Capital Advisors, LLC initiated holding in ImmunoPrecise Antibodies Ltd. The purchase prices were between $5.15 and $15.2, with an estimated average price of $7.47. The stock is now traded at around $11.800000. The impact to a portfolio due to this purchase was 0.19%. The holding were 21,718 shares as of 2020-12-31.

New Purchase: Pfizer Inc (PFE)

Gradient Capital Advisors, LLC initiated holding in Pfizer Inc. The purchase prices were between $33.42 and $42.56, with an estimated average price of $36.69. The stock is now traded at around $36.730000. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,756 shares as of 2020-12-31.

New Purchase: Caterpillar Inc (CAT)

Gradient Capital Advisors, LLC initiated holding in Caterpillar Inc. The purchase prices were between $149.94 and $182.21, with an estimated average price of $170.16. The stock is now traded at around $194.060000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,200 shares as of 2020-12-31.

New Purchase: BTC iShares S&P 500 Growth ETF (IVW)

Gradient Capital Advisors, LLC initiated holding in BTC iShares S&P 500 Growth ETF. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $63.820000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,228 shares as of 2020-12-31.

New Purchase: Visa Inc (V)

Gradient Capital Advisors, LLC initiated holding in Visa Inc. The purchase prices were between $180.87 and $218.73, with an estimated average price of $204.82. The stock is now traded at around $201.660000. The impact to a portfolio due to this purchase was 0.12%. The holding were 953 shares as of 2020-12-31.

Added: Johnson & Johnson (JNJ)

Gradient Capital Advisors, LLC added to a holding in Johnson & Johnson by 27.57%. The purchase prices were between $137.11 and $157.38, with an estimated average price of $147.59. The stock is now traded at around $162.780000. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,311 shares as of 2020-12-31.

Added: BTC iShares Cohen & Steers REIT ETF (ICF)

Gradient Capital Advisors, LLC added to a holding in BTC iShares Cohen & Steers REIT ETF by 100.00%. The purchase prices were between $48.78 and $55.11, with an estimated average price of $52.65. The stock is now traded at around $52.930000. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,008 shares as of 2020-12-31.

Added: SSGA SPDR S&P 500 (SPY)

Gradient Capital Advisors, LLC added to a holding in SSGA SPDR S&P 500 by 31.27%. The purchase prices were between $326.54 and $373.88, with an estimated average price of $355.39. The stock is now traded at around $378.650000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,805 shares as of 2020-12-31.

Added: CSIM Schwab U.S. Large-Cap Value ETF (SCHV)

Gradient Capital Advisors, LLC added to a holding in CSIM Schwab U.S. Large-Cap Value ETF by 20.65%. The purchase prices were between $50.83 and $59.53, with an estimated average price of $56.22. The stock is now traded at around $61.340000. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,220 shares as of 2020-12-31.

Sold Out: Target Corp (TGT)

Gradient Capital Advisors, LLC sold out a holding in Target Corp. The sale prices were between $152.22 and $179.82, with an estimated average price of $167.24.



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