HoldingsChannel.com
Gradient Capital Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Gradient Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Gradient Capital Advisors LLC. In the Gradient Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Gradient Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Gradient Capital Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 56,625 +3,401 $21,469
     IVV56,625+3,401$21,469
APPLE INC COM 101,896 +256 $13,931
     AAPL101,896+256$13,931
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 224,348 -8,814 $11,244
     VTIP224,348-8,814$11,244
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 264,847 +5,697 $8,329
     SCHF264,847+5,697$8,329
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 160,596 -58,201 $8,044
     JPST160,596-58,201$8,044
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 89,233 +6,201 $6,805
     VCSH89,233+6,201$6,805
TESLA INC COM 9,864 +292 $6,643
     TSLA9,864+292$6,643
VANGUARD S&P 500 ETF (VOO) 17,574 +5,827 $6,096
     VOO17,574+5,827$6,096
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW) 199,916 +10,664 $5,766
     SPDW199,916+10,664$5,766
SCHWAB U.S. MID CAP ETF (SCHM) 83,634 +7,603 $5,246
     SCHM83,634+7,603$5,246
DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT) 111,980 +13,268 $4,504
     DFAT111,980+13,268$4,504
SCHWAB U.S. LARGE CAP ETF (SCHX) 97,218 +2,737 $4,342
     SCHX97,218+2,737$4,342
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 96,946 +13,017 $3,955
     VEA96,946+13,017$3,955
ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) 66,536 +10,348 $3,363
     IGSB66,536+10,348$3,363
VANGUARD LARGE CAP INDEX FUND (VV) 18,897 +760 $3,257
     VV18,897+760$3,257
VANGUARD MID CAP INDEX FUND (VO) 16,418 +683 $3,234
     VO16,418+683$3,234
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 60,690 +216 $3,132
     VXUS60,690+216$3,132
MICROSOFT CORP COM 11,918 +3 $3,061
     MSFT11,918+103$3,061
VANGUARD SMALL CAP INDEX FUND (VB) 15,288 +1,155 $2,692
     VB15,288+1,155$2,692
VANGUARD GROWTH INDEX FUND (VUG) 11,890 +653 $2,650
     VUG11,890+653$2,650
JPMORGAN CHASE & CO COM 23,419 -180 $2,637
     JPM23,419-180$2,637
WP CAREY INC COM 31,599 +1,120 $2,618
     WPC31,599+1,120$2,618
VANGUARD ULTRA SHORT BOND ETF (VUSB) 50,822 -4,062 $2,500
     VUSB50,822-4,062$2,500
DIMENSIONAL SHORT DURATION FIXED INCOME ETF (DFSD) 52,210 +15,480 $2,448
     DFSD52,210+15,480$2,448
DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) 76,821 +76,821 $2,428
     DFUV76,821+76,821$2,428
VANGUARD GLOBAL EX U.S. REAL ESTATE INDEX (VNQI) 54,815 +2,991 $2,427
     VNQI54,815+2,991$2,427
JPMORGAN ULTRA SHORT MUNICIPAL INCOME ETF (JMST) 41,914 +8,419 $2,123
     JMST41,914+8,419$2,123
SCHWAB U.S. REIT ETF (SCHH) 91,482 -38,442 $1,929
     SCHH91,482-38,442$1,929
AVANTIS U.S. SMALL CAP VALUE ETF (AVUV) 26,775 +423 $1,830
     AVUV26,775+423$1,830
DIMENSIONAL US REAL ESTATE ETF (DFAR) 78,804 +55,883 $1,821
     DFAR78,804+55,883$1,821
VANGUARD REAL ESTATE ETF (VNQ) 18,185 -567 $1,657
     VNQ18,185-567$1,657
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE) 71,268 +6,311 $1,651
     DFAE71,268+6,311$1,651
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,615
     BRK.B5,916-53$1,615
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 10,485 -117 $1,571
     VBR10,485-117$1,571
ALPHABET INC CAP STK CL A 696 +48 $1,517
     GOOGL696+48$1,517
SCHWAB US AGGREGATE BOND ETF (SCHZ) 31,389 -6,847 $1,503
     SCHZ31,389-6,847$1,503
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 19,485 -1,285 $1,496
     BSV19,485-1,285$1,496
VANGUARD VALUE INDEX FUND (VTV) 11,073 -25 $1,460
     VTV11,073-25$1,460
JOHNSON & JOHNSON COM 8,042 -197 $1,427
     JNJ8,042+203$1,427
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 28,290 +399 $1,413
     VEU28,290+399$1,413
CHEVRON CORP NEW COM 8,951 +399 $1,296
     CVX8,951+399$1,296
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV) 24,444 +1,576 $1,290
     AVDV24,444+1,576$1,290
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 19,270 +172 $1,203
     SCHV19,270+172$1,203
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 16,691 +234 $1,196
     SCHD16,691+234$1,196
QUALCOMM INC COM 9,303 -53 $1,188
     QCOM9,303-53$1,188
SCHWAB U.S. BROAD MARKET ETF (SCHB) 26,877 -978 $1,188
     SCHB26,877-978$1,188
META PLATFORMS INC CL A 7,256 -533 $1,170
     FB7,256-533$1,170
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 27,960 +317 $1,165
     VWO27,960+317$1,165
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) 53,697 +3,506 $1,151
     DFAX53,697+3,506$1,151
PFIZER INC COM 21,768 +450 $1,141
     PFE21,768+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

Size ($ in 1000's)
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

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

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