HoldingsChannel.com
Gradient Capital Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 43,114 +1,784 $12,870
     IVV43,114+1,784$12,870
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 309,627 -2,592 $9,865
     SCHF309,627-2,592$9,865
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF (FLRN) 252,564 -15,902 $7,769
     FLRN252,564-15,902$7,769
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 145,438 -705 $7,134
     VTIP145,438-705$7,134
APPLE INC COM 23,917 -2,342 $5,357
     AAPL23,917-2,342$5,357
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 65,082 -1,985 $5,275
     VCSH65,082-1,985$5,275
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 89,843 +21,518 $4,545
     SCHO89,843+21,518$4,545
SCHWAB U.S. LARGE CAP ETF (SCHX) 61,074 -8,062 $4,332
     SCHX61,074-8,062$4,332
SCHWAB U.S. MID CAP ETF (SCHM) 62,407 +5 $3,528
     SCHM62,407+5$3,528
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 56,696 +1,805 $2,929
     VXUS56,696+1,805$2,929
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 67,003 +629 $2,752
     VEA67,003+629$2,752
VANGUARD LARGE CAP INDEX FUND (VV) 20,046 UNCH $2,733
     VV20,046UNCH$2,733
SCHWAB U.S. REIT ETF (SCHH) 57,156 -257 $2,696
     SCHH57,156-257$2,696
W P CAREY INC COM 29,157 -1,011 $2,610
     WPC29,157-1,011$2,610
VANGUARD SMALL CAP INDEX FUND (VB) 14,949 -195 $2,301
     VB14,949-195$2,301
VANGUARD S&P 500 ETF (VOO) 8,068 -479 $2,199
     VOO8,068-479$2,199
SCHWAB US AGGREGATE BOND ETF (SCHZ) 40,759 +516 $2,195
     SCHZ40,759+516$2,195
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 40,382 +5,316 $2,167
     IGSB40,382+5,316$2,167
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 41,981 +2,069 $2,117
     JPST41,981+2,069$2,117
JPMORGAN CHASE & CO COM 17,039 +213 $2,005
     JPM17,039+213$2,005
VANGUARD GLOBAL EX U.S. REAL ESTATE INDEX (VNQI) 30,039 -45 $1,760
     VNQI30,039-45$1,760
VANGUARD MID CAP INDEX FUND (VO) 10,488 -41 $1,758
     VO10,488-41$1,758
SCHWAB U.S. SMALL CAP ETF (SCHA) 24,307 -1,016 $1,695
     SCHA24,307-1,016$1,695
VANGUARD GROWTH INDEX FUND (VUG) 10,065 -83 $1,674
     VUG10,065-83$1,674
FACEBOOK INC CL A 9,212 +2,184 $1,640
     FB9,212+2,184$1,640
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 11,752 +1,831 $1,514
     VBR11,752+1,831$1,514
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO) 26,223 -1,338 $1,360
     RWO26,223-1,338$1,360
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 16,230 -577 $1,311
     BSV16,230-577$1,311
HOME DEPOT INC COM 5,456 +3,643 $1,266
     HD5,456+3,643$1,266
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 39,421 +1,721 $1,216
     SPSB39,421+1,721$1,216
BOEING CO COM 3,182 +1,079 $1,211
     BA3,182+1,079$1,211
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,177
     BRK.B5,657-167$1,177
SCHWAB U.S. BROAD MARKET ETF (SCHB) 16,466 -825 $1,169
     SCHB16,466-825$1,169
MICROSOFT CORP COM 7,676 +328 $1,067
     MSFT7,676+328$1,067
VANGUARD REAL ESTATE ETF (VNQ) 10,975 +296 $1,023
     VNQ10,975+296$1,023
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 23,544 -358 $948
     VWO23,544-358$948
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 14,941 +642 $848
     SCHV14,941+642$848
LOCKHEED MARTIN CORP COM 2,161 +158 $843
     LMT2,161+158$843
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 6,503 +6 $829
     LQD6,503+6$829
DISNEY WALT CO COM DISNEY 6,304 -197 $822
     DIS6,304-197$822
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 7,234 UNCH $819
     AGG7,234UNCH$819
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 16,415 +2,070 $819
     VEU16,415+2,070$819
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 8,154 +512 $817
     STIP8,154+512$817
JOHNSON & JOHNSON COM 6,274 -862 $812
     JNJ6,274-862$812
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) 13,004 -42 $799
     XLP13,004-42$799
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 13,255 UNCH $695
     IUSB13,255UNCH$695
SPDR GOLD SHARES (GLD) 4,995 +35 $694
     GLD4,995+35$694
AMAZON COM INC COM 363 +200 $630
     AMZN363+200$630
ISHARES S&P SMALL CAP FUND (IJR) 7,749 UNCH $603
     IJR7,749UNCH$603
SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF (HYMB) 9,820 UNCH $583
     HYMB9,820UNCH$583

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

Size ($ in 1000's)
At 09/30/2019: $133,902
At 06/30/2019: $130,169

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

Gradient Capital Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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