HoldingsChannel.com
Gradient Capital Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 43,232 +118 $13,974
     IVV43,232+118$13,974
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 300,949 -8,678 $10,121
     SCHF300,949-8,678$10,121
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF (FLRN) 247,453 -5,111 $7,604
     FLRN247,453-5,111$7,604
APPLE INC COM 25,358 +1,441 $7,446
     AAPL25,358+1,441$7,446
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 148,539 +3,101 $7,320
     VTIP148,539+3,101$7,320
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 65,710 +628 $5,324
     VCSH65,710+628$5,324
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 93,420 +3,577 $4,716
     SCHO93,420+3,577$4,716
SCHWAB U.S. LARGE CAP ETF (SCHX) 56,736 -4,338 $4,358
     SCHX56,736-4,338$4,358
SCHWAB U.S. MID CAP ETF (SCHM) 64,131 +1,724 $3,857
     SCHM64,131+1,724$3,857
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 67,538 +25,557 $3,406
     JPST67,538+25,557$3,406
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 59,010 +2,314 $3,286
     VXUS59,010+2,314$3,286
VANGUARD LARGE CAP INDEX FUND (VV) 20,046 UNCH $2,964
     VV20,046UNCH$2,964
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 66,609 -394 $2,935
     VEA66,609-394$2,935
SCHWAB U.S. REIT ETF (SCHH) 58,028 +872 $2,667
     SCHH58,028+872$2,667
VANGUARD SMALL CAP INDEX FUND (VB) 14,864 -85 $2,462
     VB14,864-85$2,462
JPMORGAN CHASE & CO COM 17,595 +556 $2,453
     JPM17,595+556$2,453
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 45,669 +5,287 $2,449
     IGSB45,669+5,287$2,449
W P CAREY INC COM 28,656 -501 $2,294
     WPC28,656-501$2,294
VANGUARD S&P 500 ETF (VOO) 7,609 -459 $2,251
     VOO7,609-459$2,251
SCHWAB US AGGREGATE BOND ETF (SCHZ) 40,835 +76 $2,182
     SCHZ40,835+76$2,182
VANGUARD MID CAP INDEX FUND (VO) 10,391 -97 $1,852
     VO10,391-97$1,852
VANGUARD GLOBAL EX U.S. REAL ESTATE INDEX (VNQI) 31,041 +1,002 $1,834
     VNQI31,041+1,002$1,834
VANGUARD GROWTH INDEX FUND (VUG) 9,435 -630 $1,719
     VUG9,435-630$1,719
FACEBOOK INC CL A 8,218 -994 $1,687
     FB8,218-994$1,687
SCHWAB U.S. SMALL CAP ETF (SCHA) 22,219 -2,088 $1,681
     SCHA22,219-2,088$1,681
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 11,236 -516 $1,540
     VBR11,236-516$1,540
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 43,503 +4,082 $1,342
     SPSB43,503+4,082$1,342
MICROSOFT CORP COM 8,499 +823 $1,340
     MSFT8,499+823$1,340
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 42,225 +22,439 $1,324
     SPDW42,225+22,439$1,324
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO) 25,588 -635 $1,318
     RWO25,588-635$1,318
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,301
     BRK.B5,742+85$1,301
SCHWAB U.S. BROAD MARKET ETF (SCHB) 16,483 +17 $1,267
     SCHB16,483+17$1,267
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 15,152 -1,078 $1,221
     BSV15,152-1,078$1,221
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 24,586 +1,042 $1,093
     VWO24,586+1,042$1,093
VANGUARD REAL ESTATE ETF (VNQ) 10,826 -149 $1,005
     VNQ10,826-149$1,005
LOCKHEED MARTIN CORP COM 2,306 +145 $898
     LMT2,306+145$898
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 14,882 -59 $895
     SCHV14,882-59$895
DISNEY WALT CO COM DISNEY 5,878 -426 $850
     DIS5,878-426$850
JOHNSON & JOHNSON COM 5,790 -484 $845
     JNJ5,790-484$845
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 8,345 +191 $840
     STIP8,345+191$840
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 6,437 -66 $824
     LQD6,437-66$824
BANK AMER CORP COM 23,265 +4,575 $819
     BAC23,265+4,575$819
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 7,278 +44 $818
     AGG7,278+44$818
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) 12,925 -79 $814
     XLP12,925-79$814
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 15,002 -1,413 $806
     VEU15,002-1,413$806
BOEING CO COM 2,383 -799 $776
     BA2,383-799$776
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 13,255 UNCH $691
     IUSB13,255UNCH$691
INTEL CORP COM 11,164 +426 $668
     INTC11,164+426$668
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 23,307 +8,812 $638
     SCHE23,307+8,812$638
ISHARES S&P SMALL CAP FUND (IJR) 7,590 -159 $636
     IJR7,590-159$636

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 12/31/2019: $143,674
At 09/30/2019: $133,902

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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