- New Purchases: SPY,
- Added Positions: SCHO, HD, IVV, BA, FB, AMZN, IGSB, SPDW, VBR, VEU, JPST, VXUS, SCHE, LMT, SPSB, STIP, SCHC, MSFT, SCHV, NFLX, SCHZ, LRCX, JPM, VNQ, BAC,
- Reduced Positions: SCHX, FLRN, AAPL, VCSH, VOO, JNJ, CVX, WPC, SCHA, RWO, VIG, SCHB, BSV, BRK.B, DTD, INTC, GOOG, DIS, SJNK, TIP, VB, IEFA, BSCJ, AVGO, SCHD, SBUX, GOOGL, VWO, VHT,
- Sold Out: PFF, INTU,
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- iShares Core S&P 500 ETF (IVV) - 43,114 shares, 9.68% of the total portfolio. Shares added by 4.32%
- Schwab International Equity ETF (SCHF) - 309,627 shares, 7.42% of the total portfolio. Shares reduced by 0.83%
- SPDR Barclays Investment Grade Floating Rate ETF (FLRN) - 252,564 shares, 5.84% of the total portfolio. Shares reduced by 5.92%
- Vanguard Short-Term Inflation-Protected Securities (VTIP) - 145,438 shares, 5.36% of the total portfolio. Shares reduced by 0.48%
- Apple Inc (AAPL) - 23,917 shares, 4.03% of the total portfolio. Shares reduced by 8.92%
Gradient Capital Advisors, LLC initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $282.52 and $300.62, with an estimated average price of $294.27. The stock is now traded at around $299.99. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,523 shares as of .
Added: Schwab Short-Term U.S. Treasury ETF (SCHO)Gradient Capital Advisors, LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 31.49%. The purchase prices were between $50.37 and $50.77, with an estimated average price of $50.56. The stock is now traded at around $50.57. The impact to a portfolio due to this purchase was 0.82%. The holding were 89,843 shares as of .
Added: The Home Depot Inc (HD)Gradient Capital Advisors, LLC added to a holding in The Home Depot Inc by 200.94%. The purchase prices were between $201.59 and $233.98, with an estimated average price of $218.64. The stock is now traded at around $236.70. The impact to a portfolio due to this purchase was 0.63%. The holding were 5,456 shares as of .
Added: Boeing Co (BA)Gradient Capital Advisors, LLC added to a holding in Boeing Co by 51.31%. The purchase prices were between $320.42 and $386.89, with an estimated average price of $357.51. The stock is now traded at around $331.06. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,182 shares as of .
Added: Facebook Inc (FB)Gradient Capital Advisors, LLC added to a holding in Facebook Inc by 31.08%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $189.76. The impact to a portfolio due to this purchase was 0.29%. The holding were 9,212 shares as of .
Added: Amazon.com Inc (AMZN)Gradient Capital Advisors, LLC added to a holding in Amazon.com Inc by 122.70%. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1785.66. The impact to a portfolio due to this purchase was 0.26%. The holding were 363 shares as of .
Added: SPDR Portfolio World ex- US ETF (SPDW)Gradient Capital Advisors, LLC added to a holding in SPDR Portfolio World ex- US ETF by 86.64%. The purchase prices were between $27.63 and $29.98, with an estimated average price of $29.01. The stock is now traded at around $30.00. The impact to a portfolio due to this purchase was 0.2%. The holding were 19,786 shares as of .
Sold Out: iShares U.S. Preferred Stock (PFF)Gradient Capital Advisors, LLC sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $36.77 and $37.53, with an estimated average price of $37.21.
Sold Out: Intuit Inc (INTU)Gradient Capital Advisors, LLC sold out a holding in Intuit Inc. The sale prices were between $263.19 and $292.31, with an estimated average price of $275.2.
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