Gradient Capital Advisors, LLC Buys Schwab Short-Term U.S. Treasury, Lockheed Martin Corp, The Walt Disney Co, Sells W.P. Carey Inc, iShares Russell 1000, Gilead Sciences Inc

• New Purchases: LMT, SPDW, PFF,
• Added Positions: SCHO, DIS, SPSB, JPM, IVV, STIP, IGSB, SCHH, AAPL, BA, VBR, LQD, VNQI, VUG, VXUS, SCHM, AVGO, SCHE, VIG, MSFT, INTC, RWO, SCHC, BRK.B,
• Reduced Positions: WPC, SCHX, VTIP, VCSH, JPST, SCHA, FLRN, XLP, VOO, SCHD, VNQ, VO, IVE, SCHV, BSCJ, SJNK, AGG, BSV, SBUX, JNJ, TIP, CVX, VHT, BND, FB, HD, VWO,
• Sold Out: IWB, GILD,

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/portfolioportfolio

1. iShares Core S&P 500 (IVV) - 41,330 shares, 9.42% of the total portfolio. Shares added by 2.17%
2. Schwab International Equity (SCHF) - 312,219 shares, 7.75% of the total portfolio. Shares reduced by 0.67%
3. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 268,466 shares, 6.38% of the total portfolio. Shares reduced by 1.92%
4. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 146,143 shares, 5.58% of the total portfolio. Shares reduced by 3.95%
5. Vanguard Short-Term Corporate Bond ETF (VCSH) - 67,067 shares, 4.19% of the total portfolio. Shares reduced by 4.78%

Gradient Capital Advisors, LLC initiated holding in Lockheed Martin Corp. The purchase prices were between $297.27 and $363.54, with an estimated average price of $334.28. The stock is now traded at around $367.02. The impact to a portfolio due to this purchase was 0.56%. The holding were 2,003 shares as of .

Gradient Capital Advisors, LLC initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $28.44 and $30.14, with an estimated average price of $29.45. The stock is now traded at around $29.54. The impact to a portfolio due to this purchase was 0.24%. The holding were 10,601 shares as of .

Gradient Capital Advisors, LLC initiated holding in iShares Preferred and Income Securities ETF. The purchase prices were between $36.27 and $37.09, with an estimated average price of $36.64. The stock is now traded at around $37.02. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,850 shares as of .

Gradient Capital Advisors, LLC added to a holding in Schwab Short-Term U.S. Treasury by 45.11%. The purchase prices were between $50.02 and $50.6, with an estimated average price of $50.24. The stock is now traded at around $50.44. The impact to a portfolio due to this purchase was 0.83%. The holding were 68,325 shares as of .

Gradient Capital Advisors, LLC added to a holding in The Walt Disney Co by 246.35%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $144.57. The impact to a portfolio due to this purchase was 0.5%. The holding were 6,501 shares as of .

Gradient Capital Advisors, LLC added to a holding in SPDR Portfolio Short Term Corporate Bond by 59.41%. The purchase prices were between $30.43 and $30.78, with an estimated average price of $30.55. The stock is now traded at around $30.70. The impact to a portfolio due to this purchase was 0.34%. The holding were 37,700 shares as of .

Gradient Capital Advisors, LLC added to a holding in JPMorgan Chase & Co by 21.52%. The purchase prices were between $104.64 and $116.12, with an estimated average price of $110.3. The stock is now traded at around $114.30. The impact to a portfolio due to this purchase was 0.26%. The holding were 16,826 shares as of .

Gradient Capital Advisors, LLC added to a holding in iShares 0-5 Year TIPS Bond by 39.58%. The purchase prices were between $99.61 and $100.65, with an estimated average price of $100.07. The stock is now traded at around $100.14. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,642 shares as of .

Gradient Capital Advisors, LLC added to a holding in Broadcom Inc by 32.30%. The purchase prices were between $251.64 and $320.53, with an estimated average price of $291.3. The stock is now traded at around $283.80. The impact to a portfolio due to this purchase was 0.05%. The holding were 897 shares as of .

Gradient Capital Advisors, LLC sold out a holding in iShares Russell 1000. The sale prices were between $151.9 and $163.68, with an estimated average price of $159.38.

Gradient Capital Advisors, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $61.87 and $69.38, with an estimated average price of $65.76.