
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
56,625 | +3,401 | $21,469 |
IVV | 56,625 | +3,401 | $21,469 |
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101,896 | +256 | $13,931 |
AAPL | 101,896 | +256 | $13,931 |
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224,348 | -8,814 | $11,244 |
VTIP | 224,348 | -8,814 | $11,244 |
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264,847 | +5,697 | $8,329 |
SCHF | 264,847 | +5,697 | $8,329 |
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160,596 | -58,201 | $8,044 |
JPST | 160,596 | -58,201 | $8,044 |
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89,233 | +6,201 | $6,805 |
VCSH | 89,233 | +6,201 | $6,805 |
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9,864 | +292 | $6,643 |
TSLA | 9,864 | +292 | $6,643 |
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17,574 | +5,827 | $6,096 |
VOO | 17,574 | +5,827 | $6,096 |
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199,916 | +10,664 | $5,766 |
SPDW | 199,916 | +10,664 | $5,766 |
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83,634 | +7,603 | $5,246 |
SCHM | 83,634 | +7,603 | $5,246 |
![]() |
111,980 | +13,268 | $4,504 |
DFAT | 111,980 | +13,268 | $4,504 |
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97,218 | +2,737 | $4,342 |
SCHX | 97,218 | +2,737 | $4,342 |
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96,946 | +13,017 | $3,955 |
VEA | 96,946 | +13,017 | $3,955 |
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66,536 | +10,348 | $3,363 |
IGSB | 66,536 | +10,348 | $3,363 |
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18,897 | +760 | $3,257 |
VV | 18,897 | +760 | $3,257 |
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16,418 | +683 | $3,234 |
VO | 16,418 | +683 | $3,234 |
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60,690 | +216 | $3,132 |
VXUS | 60,690 | +216 | $3,132 |
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11,918 | +3 | $3,061 |
MSFT | 11,918 | +103 | $3,061 |
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15,288 | +1,155 | $2,692 |
VB | 15,288 | +1,155 | $2,692 |
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11,890 | +653 | $2,650 |
VUG | 11,890 | +653 | $2,650 |
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23,419 | -180 | $2,637 |
JPM | 23,419 | -180 | $2,637 |
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31,599 | +1,120 | $2,618 |
WPC | 31,599 | +1,120 | $2,618 |
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50,822 | -4,062 | $2,500 |
VUSB | 50,822 | -4,062 | $2,500 |
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52,210 | +15,480 | $2,448 |
DFSD | 52,210 | +15,480 | $2,448 |
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76,821 | +76,821 | $2,428 |
DFUV | 76,821 | +76,821 | $2,428 |
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54,815 | +2,991 | $2,427 |
VNQI | 54,815 | +2,991 | $2,427 |
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41,914 | +8,419 | $2,123 |
JMST | 41,914 | +8,419 | $2,123 |
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91,482 | -38,442 | $1,929 |
SCHH | 91,482 | -38,442 | $1,929 |
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26,775 | +423 | $1,830 |
AVUV | 26,775 | +423 | $1,830 |
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78,804 | +55,883 | $1,821 |
DFAR | 78,804 | +55,883 | $1,821 |
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18,185 | -567 | $1,657 |
VNQ | 18,185 | -567 | $1,657 |
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71,268 | +6,311 | $1,651 |
DFAE | 71,268 | +6,311 | $1,651 |
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$1,615 | ||
BRK.B | 5,916 | -53 | $1,615 |
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10,485 | -117 | $1,571 |
VBR | 10,485 | -117 | $1,571 |
![]() |
696 | +48 | $1,517 |
GOOGL | 696 | +48 | $1,517 |
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31,389 | -6,847 | $1,503 |
SCHZ | 31,389 | -6,847 | $1,503 |
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19,485 | -1,285 | $1,496 |
BSV | 19,485 | -1,285 | $1,496 |
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11,073 | -25 | $1,460 |
VTV | 11,073 | -25 | $1,460 |
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8,042 | -197 | $1,427 |
JNJ | 8,042 | +203 | $1,427 |
![]() |
28,290 | +399 | $1,413 |
VEU | 28,290 | +399 | $1,413 |
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8,951 | +399 | $1,296 |
CVX | 8,951 | +399 | $1,296 |
![]() |
24,444 | +1,576 | $1,290 |
AVDV | 24,444 | +1,576 | $1,290 |
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19,270 | +172 | $1,203 |
SCHV | 19,270 | +172 | $1,203 |
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16,691 | +234 | $1,196 |
SCHD | 16,691 | +234 | $1,196 |
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9,303 | -53 | $1,188 |
QCOM | 9,303 | -53 | $1,188 |
![]() |
26,877 | -978 | $1,188 |
SCHB | 26,877 | -978 | $1,188 |
![]() |
7,256 | -533 | $1,170 |
FB | 7,256 | -533 | $1,170 |
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27,960 | +317 | $1,165 |
VWO | 27,960 | +317 | $1,165 |
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53,697 | +3,506 | $1,151 |
DFAX | 53,697 | +3,506 | $1,151 |
![]() |
21,768 | +450 | $1,141 |
PFE | 21,768 | +450 | $1,141 |
See Full List: All Stocks Held By Gradient Capital Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Gradient Capital Advisors LLC
![]() At 06/30/2022: $208,410 At 03/31/2022: $236,057 Gradient Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gradient Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings |