HoldingsChannel.com
Gradient Capital Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 41,330 +878 $12,182
     IVV41,330+878$12,182
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 312,219 -2,091 $10,019
     SCHF312,219-2,091$10,019
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF (FLRN) 268,466 -5,244 $8,250
     FLRN268,466-5,244$8,250
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 146,143 -6,009 $7,208
     VTIP146,143-6,009$7,208
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND (VCSH) 67,067 -3,370 $5,411
     VCSH67,067-3,370$5,411
APPLE INC COM 26,259 +669 $5,197
     AAPL26,259+669$5,197
SCHWAB U.S. LARGE CAP ETF (SCHX) 69,136 -7,951 $4,853
     SCHX69,136-7,951$4,853
SCHWAB U.S. MID CAP ETF (SCHM) 62,402 +1,109 $3,563
     SCHM62,402+1,109$3,563
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 68,325 +21,239 $3,457
     SCHO68,325+21,239$3,457
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 54,891 +1,548 $2,896
     VXUS54,891+1,548$2,896
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 66,374 +599 $2,768
     VEA66,374+599$2,768
VANGUARD LARGE CAP INDEX FUND (VV) 20,046 -20 $2,701
     VV20,046-20$2,701
SCHWAB U.S. REIT ETF (SCHH) 57,413 +3,281 $2,551
     SCHH57,413+3,281$2,551
W P CAREY INC COM 30,168 -8,504 $2,449
     WPC30,168-8,504$2,449
VANGUARD SMALL CAP INDEX FUND (VB) 15,144 +1 $2,372
     VB15,144+1$2,372
VANGUARD S&P 500 ETF (VOO) 8,547 -278 $2,301
     VOO8,547-278$2,301
SCHWAB US AGGREGATE BOND ETF (SCHZ) 40,243 -13 $2,133
     SCHZ40,243-13$2,133
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 39,912 -3,748 $2,011
     JPST39,912-3,748$2,011
JPMORGAN CHASE & CO COM 16,826 +2,980 $1,881
     JPM16,826+2,980$1,881
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 35,066 +3,848 $1,874
     IGSB35,066+3,848$1,874
SCHWAB U.S. SMALL CAP ETF (SCHA) 25,323 -2,229 $1,810
     SCHA25,323-2,229$1,810
VANGUARD GLOBAL EX U.S. REAL ESTATE INDEX (VNQI) 30,084 +1,371 $1,775
     VNQI30,084+1,371$1,775
VANGUARD MID CAP INDEX FUND (VO) 10,529 -296 $1,760
     VO10,529-296$1,760
VANGUARD GROWTH INDEX FUND (VUG) 10,148 +478 $1,658
     VUG10,148+478$1,658
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO) 27,561 +582 $1,375
     RWO27,561+582$1,375
FACEBOOK INC CL A 7,028 -106 $1,356
     FB7,028-106$1,356
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 16,807 -485 $1,353
     BSV16,807-485$1,353
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 9,921 +685 $1,295
     VBR9,921+685$1,295
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,242
     BRK.B5,824+69$1,242
SCHWAB U.S. BROAD MARKET ETF (SCHB) 17,291 +14 $1,220
     SCHB17,291+14$1,220
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 37,700 +14,050 $1,160
     SPSB37,700+14,050$1,160
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 23,902 -345 $1,017
     VWO23,902-345$1,017
JOHNSON & JOHNSON COM 7,136 -164 $994
     JNJ7,136-164$994
MICROSOFT CORP COM 7,348 +410 $984
     MSFT7,348+410$984
VANGUARD REAL ESTATE ETF (VNQ) 10,679 -666 $933
     VNQ10,679-666$933
DISNEY WALT CO COM DISNEY 6,501 +4,624 $908
     DIS6,501+4,624$908
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 6,497 +703 $808
     LQD6,497+703$808
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 7,234 -374 $806
     AGG7,234-374$806
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 14,299 -914 $803
     SCHV14,299-914$803
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 7,642 +2,167 $769
     STIP7,642+2,167$769
BOEING CO COM 2,103 +305 $766
     BA2,103+305$766
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) 13,046 -1,755 $758
     XLP13,046-1,755$758
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 14,345 -68 $731
     VEU14,345-68$731
LOCKHEED MARTIN CORP COM 2,003 +2,003 $728
     LMT2,003+2,003$728
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 13,255 UNCH $685
     IUSB13,255UNCH$685
SPDR GOLD SHARES (GLD) 4,960 +30 $661
     GLD4,960+30$661
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF (FILL) 30,732 +181 $620
     FILL30,732+181$620
ISHARES S&P SMALL CAP FUND (IJR) 7,749 UNCH $607
     IJR7,749UNCH$607
SPDR NUVEEN S&P HIGH YIELD MUNICIPAL BOND ETF (HYMB) 9,820 UNCH $574
     HYMB9,820UNCH$574
INTEL CORP COM 11,599 +771 $555
     INTC11,599+771$555

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 06/30/2019: $130,169
At 03/31/2019: $125,420

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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