Gradient Capital Advisors, LLC Buys SPDR Portfolio Developed World ex-US ETF, Teladoc Health Inc, iShares 1-3 Year Credit Bond ETF, Sells Vanguard Small Cap Value ETF, Schwab Short-Term U.S. Treasury ETF, Schwab U.S. Small-Cap ETF

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Apr 21, 2021
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Investment company Gradient Capital Advisors, LLC (Current Portfolio) buys SPDR Portfolio Developed World ex-US ETF, Teladoc Health Inc, iShares 1-3 Year Credit Bond ETF, Vanguard Value ETF, Taiwan Semiconductor Manufacturing Co, sells Vanguard Small Cap Value ETF, Schwab Short-Term U.S. Treasury ETF, Schwab U.S. Small-Cap ETF, Lockheed Martin Corp, S&P 500 ETF TRUST ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Gradient Capital Advisors, LLC. As of 2021Q1, Gradient Capital Advisors, LLC owns 101 stocks with a total value of $185 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. iShares Core S&P 500 ETF (IVV) - 52,360 shares, 11.25% of the total portfolio. Shares added by 4.31%
  2. JPMorgan Ultra-Short Income ETF (JPST) - 258,916 shares, 7.10% of the total portfolio. Shares added by 14.90%
  3. Apple Inc (AAPL) - 98,613 shares, 6.50% of the total portfolio. Shares added by 0.34%
  4. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 189,367 shares, 5.27% of the total portfolio. Shares added by 10.85%
  5. Schwab International Equity ETF (SCHF) - 252,540 shares, 5.13% of the total portfolio. Shares reduced by 3.39%
New Purchase: Teladoc Health Inc (TDOC)

Gradient Capital Advisors, LLC initiated holding in Teladoc Health Inc. The purchase prices were between $171.3 and $294.54, with an estimated average price of $232.94. The stock is now traded at around $182.830000. The impact to a portfolio due to this purchase was 0.49%. The holding were 5,038 shares as of 2021-03-31.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Gradient Capital Advisors, LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.96 and $140.05, with an estimated average price of $124.1. The stock is now traded at around $117.400000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,477 shares as of 2021-03-31.

New Purchase: Chevron Corp (CVX)

Gradient Capital Advisors, LLC initiated holding in Chevron Corp. The purchase prices were between $84.71 and $111.56, with an estimated average price of $97.56. The stock is now traded at around $102.810000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,251 shares as of 2021-03-31.

New Purchase: PIMCO 0-5 Year High Yield Corporate Bond Index Exc (HYS)

Gradient Capital Advisors, LLC initiated holding in PIMCO 0-5 Year High Yield Corporate Bond Index Exc. The purchase prices were between $96.75 and $98.81, with an estimated average price of $97.65. The stock is now traded at around $99.210000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,034 shares as of 2021-03-31.

Added: SPDR Portfolio Developed World ex-US ETF (SPDW)

Gradient Capital Advisors, LLC added to a holding in SPDR Portfolio Developed World ex-US ETF by 25.66%. The purchase prices were between $33.6 and $35.9, with an estimated average price of $35.06. The stock is now traded at around $36.590000. The impact to a portfolio due to this purchase was 0.59%. The holding were 151,495 shares as of 2021-03-31.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Gradient Capital Advisors, LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 28.14%. The purchase prices were between $54.42 and $54.93, with an estimated average price of $54.75. The stock is now traded at around $54.770000. The impact to a portfolio due to this purchase was 0.37%. The holding were 57,022 shares as of 2021-03-31.

Added: Vanguard Value ETF (VTV)

Gradient Capital Advisors, LLC added to a holding in Vanguard Value ETF by 99.40%. The purchase prices were between $116.8 and $132.31, with an estimated average price of $124.74. The stock is now traded at around $135.390000. The impact to a portfolio due to this purchase was 0.26%. The holding were 7,284 shares as of 2021-03-31.

Added: SPDR Gold MiniShares Trust (GLDM)

Gradient Capital Advisors, LLC added to a holding in SPDR Gold MiniShares Trust by 21.03%. The purchase prices were between $16.73 and $19.41, with an estimated average price of $17.85. The stock is now traded at around $17.860000. The impact to a portfolio due to this purchase was 0.06%. The holding were 38,011 shares as of 2021-03-31.



Here is the complete portfolio of Gradient Capital Advisors, LLC. Also check out:

1. Gradient Capital Advisors, LLC's Undervalued Stocks
2. Gradient Capital Advisors, LLC's Top Growth Companies, and
3. Gradient Capital Advisors, LLC's High Yield stocks
4. Stocks that Gradient Capital Advisors, LLC keeps buying
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