HoldingsChannel.com
Gradient Capital Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 61,931 +18,699 $16,003
     IVV61,931+18,699$16,003
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 270,672 -30,277 $6,994
     SCHF270,672-30,277$6,994
APPLE INC COM      $6,365
     AAPL25,127-231$6,390
     Put100+100$25
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 124,670 -23,869 $6,074
     VTIP124,670-23,869$6,074
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF (FLRN) 200,844 -46,609 $5,905
     FLRN200,844-46,609$5,905
SCHWAB U.S. LARGE CAP ETF (SCHX) 76,356 +19,620 $4,677
     SCHX76,356+19,620$4,677
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 55,674 -10,036 $4,404
     VCSH55,674-10,036$4,404
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 76,289 +8,751 $3,789
     JPST76,289+8,751$3,789
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 63,919 -29,501 $3,307
     SCHO63,919-29,501$3,307
SCHWAB U.S. MID CAP ETF (SCHM) 69,259 +5,128 $2,920
     SCHM69,259+5,128$2,920
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 73,737 +7,128 $2,458
     VEA73,737+7,128$2,458
VANGUARD LARGE CAP INDEX FUND (VV) 20,046 UNCH $2,374
     VV20,046UNCH$2,374
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 98,690 +56,465 $2,363
     SPDW98,690+56,465$2,363
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 54,839 -4,171 $2,301
     VXUS54,839-4,171$2,301
SCHWAB US AGGREGATE BOND ETF (SCHZ) 39,220 -1,615 $2,128
     SCHZ39,220-1,615$2,128
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 38,122 -7,547 $1,996
     IGSB38,122-7,547$1,996
MICROSOFT CORP COM 11,696 +3,197 $1,845
     MSFT11,696+3,197$1,845
VANGUARD SMALL CAP INDEX FUND (VB) 14,923 +59 $1,723
     VB14,923+59$1,723
SCHWAB U.S. REIT ETF (SCHH) 52,602 -5,426 $1,722
     SCHH52,602-5,426$1,722
VANGUARD S&P 500 ETF (VOO) 7,162 -447 $1,696
     VOO7,162-447$1,696
JPMORGAN CHASE & CO COM 18,692 +1,097 $1,683
     JPM18,692+1,097$1,683
WP CAREY INC COM 26,765 -1,891 $1,555
     WPC26,765-1,891$1,555
VANGUARD MID CAP INDEX FUND (VO) 11,333 +942 $1,492
     VO11,333+942$1,492
VANGUARD GROWTH INDEX FUND (VUG) 9,393 -42 $1,472
     VUG9,393-42$1,472
VANGUARD GLOBAL EX U.S. REAL ESTATE INDEX (VNQI) 33,197 +2,156 $1,425
     VNQI33,197+2,156$1,425
FACEBOOK INC CL A 8,300 +82 $1,384
     FB8,300+82$1,384
SCHWAB U.S. SMALL CAP ETF (SCHA) 24,797 +2,578 $1,278
     SCHA24,797+2,578$1,278
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 40,232 -3,271 $1,217
     SPSB40,232-3,271$1,217
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 12,989 -2,163 $1,067
     BSV12,989-2,163$1,067
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,056
     BRK.B5,775+33$1,056
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 25,168 +10,166 $1,032
     VEU25,168+10,166$1,032
VANGUARD REAL ESTATE ETF (VNQ) 14,724 +3,898 $1,028
     VNQ14,724+3,898$1,028
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 10,944 -292 $972
     VBR10,944-292$972
SCHWAB U.S. BROAD MARKET ETF (SCHB) 15,467 -1,016 $935
     SCHB15,467-1,016$935
LOCKHEED MARTIN CORP COM 2,668 +362 $904
     LMT2,668+362$904
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO) 24,733 -855 $890
     RWO24,733-855$890
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 6,413 -24 $792
     LQD6,413-24$792
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 23,057 -1,529 $774
     VWO23,057-1,529$774
JOHNSON & JOHNSON COM 5,847 +57 $767
     JNJ5,847+57$767
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 6,413 -865 $740
     AGG6,413-865$740
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 14,055 +800 $738
     IUSB14,055+800$738
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 7,285 -1,060 $728
     STIP7,285-1,060$728
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) 12,798 -127 $697
     XLP12,798-127$697
INTEL CORP COM 11,400 +236 $617
     INTC11,400+236$617
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 13,832 -1,050 $612
     SCHV13,832-1,050$612
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 29,173 +5,866 $604
     SCHE29,173+5,866$604
LAM RESEARCH CORP COM 2,503 +344 $601
     LRCX2,503+344$601
SCHWAB U.S. TIPS ETF (SCHP) 9,736 -17 $560
     SCHP9,736-17$560
SPDR S&P 500 ETF (SPY)      $553
     SPY4,041+2,761$1,042
     Put1,900+1,900$489
DISNEY WALT CO COM DISNEY 5,660 -218 $547
     DIS5,660-218$547

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 03/31/2020: $123,879
At 12/31/2019: $143,674

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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