All Stocks Held By Gradient Capital Advisors LLC

As of 03/31/2024, we find all stocks held by Gradient Capital Advisors LLC to be as follows, presented in the table below with each row detailing each Gradient Capital Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Gradient Capital Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Gradient Capital Advisors LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV)	52,158	-3,002	$27,421
IVV	52,158	-3,002	$27,421
APPLE INC COM	88,721	-5,849	$15,214
AAPL	88,721	-5,849	$15,214
SPDR PORTFOLIO DEVELOPED WORLD EX US ETF (SPDW)	290,634	+2,673	$10,416
SPDW	290,634	+2,673	$10,416
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)	257,361	-9,188	$10,042
SCHF	257,361	-9,188	$10,042
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH)	128,585	+33,674	$9,941
VCSH	128,585	+33,674	$9,941
SCHWAB U.S. MID CAP ETF (SCHM)	98,798	-1,653	$8,045
SCHM	98,798	-1,653	$8,045
DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT)	139,360	-3,449	$7,585
DFAT	139,360	-3,449	$7,585
JPMORGAN ULTRA SHORT INCOME ETF ULTRA SHORT INCOME FUND (JPST)	133,434	-2,806	$6,732
JPST	133,434	-2,806	$6,732
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP)	135,979	+6,761	$6,512
VTIP	135,979	+6,761	$6,512
SCHWAB U.S. LARGE CAP ETF (SCHX)	104,081	-6,779	$6,459
SCHX	104,081	-6,779	$6,459
MICROSOFT CORP COM	15,272	+413	$6,425
MSFT	15,272	+413	$6,425
DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV)	130,352	+379	$5,331
DFUV	130,352	+379	$5,331
JPMORGAN CHASE & CO COM	25,167	-95	$5,041
JPM	25,167	-95	$5,041
VANGUARD S&P 500 ETF (VOO)	9,979	-1,862	$4,797
VOO	9,979	-1,862	$4,797
VANGUARD LARGE CAP ETF (VV)	19,781	-333	$4,743
VV	19,781	-333	$4,743
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	92,976	-1,461	$4,665
VEA	92,976	-1,461	$4,665
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM)	179,592	+8,932	$4,578
DFEM	179,592	+8,932	$4,578
TESLA INC COM	25,924	-3,330	$4,557
TSLA	25,924	-3,330	$4,557
DIMENSIONAL SHORT DURATION FIXED INCOME ETF (DFSD)	91,703	+15,849	$4,314
DFSD	91,703	+15,849	$4,314
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS)	66,721	-889	$4,023
VXUS	66,721	-889	$4,023
VANGUARD GROWTH ETF (VUG)	11,008	-209	$3,789
VUG	11,008	-209	$3,789
DIMENSIONAL US REAL ESTATE ETF (DFAR)	165,466	+6,286	$3,701
DFAR	165,466	+6,286	$3,701
VANGUARD MID CAP ETF (VO)	14,735	-364	$3,682
VO	14,735	-364	$3,682
VANGUARD SMALL CAP ETF (VB)	14,735	+20	$3,368
VB	14,735	+20	$3,368
BERKSHIRE HATHAWAY INC DEL CL B NEW			$3,352
BRK.B	7,972	+619	$3,352
ALPHABET INC CAP STK CL A	21,245	+290	$3,207
GOOGL	21,245	+290	$3,207
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	39,552	+3,835	$3,189
SCHD	39,552	+3,835	$3,189
META PLATFORMS INC CL A	6,125	+58	$2,974
META	6,125	+58	$2,974
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX)	107,004	+12,054	$2,722
DFAX	107,004	+12,054	$2,722
VANGUARD GLOBAL EX U.S. REAL ESTATE ETF (VNQI)	61,204	-3,261	$2,579
VNQI	61,204	-3,261	$2,579
ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB)	48,296	+4,230	$2,477
IGSB	48,296	+4,230	$2,477
NVIDIA CORPORATION COM	2,730	-161	$2,467
NVDA	2,730	-161	$2,467
LAM RESEARCH CORP COM	2,471	-167	$2,400
LRCX	2,471	-167	$2,400
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV)	73,005	+1,828	$1,985
DISV	73,005	+1,828	$1,985
DIMENSIONAL US SMALL CAP VALUE ETF (DFSV)	62,399	+7,403	$1,878
DFSV	62,399	+7,403	$1,878
WP CAREY INC COM	32,894	-1,286	$1,857
WPC	32,894	-1,286	$1,857
CHEVRON CORP NEW COM	11,569	-89	$1,825
CVX	11,569	-89	$1,825
VANGUARD SMALL CAP VALUE ETF (VBR)	8,646	-838	$1,659
VBR	8,646	-838	$1,659
ADVANCED MICRO DEVICES INC COM	9,075	+461	$1,638
AMD	9,075	+461	$1,638
AMAZON COM INC COM	8,975	-420	$1,619
AMZN	8,975	-420	$1,619
SCHWAB U.S. BROAD MARKET ETF (SCHB)	26,236	+304	$1,602
SCHB	26,236	+304	$1,602
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE)	64,443	-733	$1,593
DFAE	64,443	-733	$1,593
VANGUARD REAL ESTATE ETF (VNQ)	17,903	-297	$1,548
VNQ	17,903	-297	$1,548
QUALCOMM INC COM	9,048	-51	$1,532
QCOM	9,048	-51	$1,532
SPDR GOLD MINISHARES TRUST (GLDM)	33,233	+900	$1,464
GLDM	33,233	+900	$1,464
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV)	21,630	-80	$1,425
AVDV	21,630	-80	$1,425
BROADCOM INC COM	1,022	-19	$1,355
AVGO	1,022	-19	$1,355
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU)	23,035	-2,023	$1,351
VEU	23,035	-2,023	$1,351
DIMENSIONAL US LARGE CAP VALUE ETF (DFLV)	41,524	+5,495	$1,245
DFLV	41,524	+5,495	$1,245
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV)	16,135	-608	$1,226
SCHV	16,135	-608	$1,226
VANGUARD TOTAL STOCK MARKET ETF (VTI)	4,719	+87	$1,226
VTI	4,719	+87	$1,226
JOHNSON & JOHNSON COM	7,435	-536	$1,176
JNJ	7,435	-536	$1,176
AVANTIS U.S. SMALL CAP VALUE ETF (AVUV)	12,050	-673	$1,129
AVUV	12,050	-673	$1,129
VANGUARD VALUE ETF (VTV)	6,866	-27	$1,118
VTV	6,866	-27	$1,118
SCHWAB U.S. SMALL CAP ETF (SCHA)	22,501	-399	$1,108
SCHA	22,501	-399	$1,108
SPDR GOLD SHARES (GLD)	5,314	+7	$1,093
GLD	5,314	+7	$1,093
ISHARES RUSSELL 2000 ETF (IWM)	5,142	UNCH	$1,081
IWM	5,142	UNCH	$1,081
VANGUARD DIVIDEND APPRECIATION ETF (VIG)	5,901	+16	$1,078
VIG	5,901	+16	$1,078
VANGUARD SHORT TERM BOND ETF (BSV)	13,268	-282	$1,017
BSV	13,268	-282	$1,017
AMGEN INC COM	3,560	-10	$1,012
AMGN	3,560	-10	$1,012
HOME DEPOT INC COM	2,513	+8	$964
HD	2,513	+8	$964
SCHWAB US AGGREGATE BOND ETF (SCHZ)	20,427	+98	$940
SCHZ	20,427	+98	$940
CISCO SYS INC COM	18,684	+37	$932
CSCO	18,684	+37	$932
VANGUARD HEALTH CARE ETF (VHT)	3,400	-87	$920
VHT	3,400	-87	$920
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP)	11,950	-164	$913
XLP	11,950	-164	$913
SCHWAB U.S. REIT ETF (SCHH)	44,627	-1,844	$906
SCHH	44,627	-1,844	$906
LOCKHEED MARTIN CORP COM	1,940	-7	$883
LMT	1,940	-7	$883
BANK AMERICA CORP COM	22,739	-1,813	$862
BAC	22,739	-1,813	$862
VANGUARD FTSE EMERGING MARKETS ETF (VWO)	20,047	-1,883	$837
VWO	20,047	-1,883	$837
LULULEMON ATHLETICA INC COM	1,959	-43	$765
LULU	1,959	-43	$765
VANGUARD ULTRA SHORT BOND ETF (VUSB)	15,151	-2,532	$751
VUSB	15,151	-2,532	$751
ISHARES CORE S&P SMALL CAP ETF (IJR)	6,396	+92	$707
IJR	6,396	+92	$707
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM)	5,602	+52	$678
VYM	5,602	+52	$678
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW)	32,827	+6,639	$673
IBDW	32,827	+6,639	$673
JPMORGAN ULTRA SHORT MUNICIPAL INCOME ETF (JMST)	13,256	-2,361	$673
JMST	13,256	-2,361	$673
VISA INC COM CL A	2,403	+24	$671
V	2,403	+24	$671
SPDR S&P 500 ETF TRUST (SPY)	1,280	+24	$669
SPY	1,280	+24	$669
DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC)	20,753	+1,202	$663
DFAC	20,753	+1,202	$663
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB)	22,066	+1,583	$657
SPSB	22,066	+1,583	$657
PFIZER INC COM	22,353	+5,171	$620
PFE	22,353	+5,171	$620
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC)	22,962	UNCH	$614
DFIC	22,962	UNCH	$614
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX)	24,083	+610	$597
IBDX	24,083	+610	$597
BLACKSTONE INC COM	4,487	UNCH	$589
BX	4,487	UNCH	$589
SCHWAB US TIPS ETF (SCHP)	11,207	-194	$585
SCHP	11,207	-194	$585
INTEL CORP COM	13,206	-2,106	$583
INTC	13,206	-2,106	$583
ALPHABET INC CAP STK CL C	3,579	-40	$545
GOOG	3,579	-40	$545
CATERPILLAR INC COM	1,483	-146	$543
CAT	1,483	-146	$543
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD)	4,751	-239	$517
LQD	4,751	-239	$517
ISHARES S&P 500 VALUE ETF (IVE)	2,759	+66	$515
IVE	2,759	+66	$515
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG)	5,140	UNCH	$503
AGG	5,140	UNCH	$503
ISHARES CORE MSCI EAFE ETF (IEFA)	6,582	-115	$489
IEFA	6,582	-115	$489
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)	16,092	UNCH	$486
DFAI	16,092	UNCH	$486
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	3,554	+99	$484
TSM	3,554	+99	$484
DISNEY WALT CO COM	3,789	-186	$464
DIS	3,789	-186	$464
NETFLIX INC COM	760	-35	$462
NFLX	760	-35	$462
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV)	21,490	+5,868	$460
IBDV	21,490	+5,868	$460
WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD)	6,336	UNCH	$448
DTD	6,336	UNCH	$448
INVESCO QQQ TRUST SERIES I	1,005	+30	$446
QQQ	1,005	+30	$446
EXXON MOBIL CORP COM	3,806	-140	$442
XOM	3,806	-140	$442
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV)	6,693	-11	$441
SPLV	6,693	-11	$441
ISHARES S&P 500 GROWTH ETF (IVW)	5,122	UNCH	$433
IVW	5,122	UNCH	$433
INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF (BSMV)	19,704	UNCH	$420
BSMV	19,704	UNCH	$420
DIMENSIONAL U.S. EQUITY ETF (DFUS)	7,145	+261	$407
DFUS	7,145	+261	$407
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE)	16,122	UNCH	$407
SCHE	16,122	UNCH	$407
ACCENTURE PLC IRELAND SHS CLASS A	1,161	UNCH	$402
ACN	1,161	UNCH	$402
ISHARES MSCI EAFE ETF (EFA)	4,885	UNCH	$390
EFA	4,885	UNCH	$390
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF (FILL)	14,400	UNCH	$382
FILL	14,400	UNCH	$382
COSTCO WHSL CORP NEW COM	520	-13	$381
COST	520	-13	$381
ADOBE INC COM	741	UNCH	$374
ADBE	741	UNCH	$374
MERCK & CO INC COM	2,812	-144	$371
MRK	2,812	-144	$371
REGENERON PHARMACEUTICALS COM	384	UNCH	$370
REGN	384	UNCH	$370
INTUIT COM	567	UNCH	$369
INTU	567	UNCH	$369
SALESFORCE INC COM	1,195	+7	$360
CRM	1,195	+7	$360
INTERNATIONAL BUSINESS MACHS COM	1,818	-6	$347
IBM	1,818	-6	$347
ISHARES CORE S&P MID CAP ETF (IJH)	5,713	+4,570	$347
IJH	5,713	+4,570	$347
BOEING CO COM	1,737	-156	$335
BA	1,737	-156	$335
YUM BRANDS INC COM	2,325	UNCH	$322
YUM	2,325	UNCH	$322
BLACKROCK INC COM	385	UNCH	$321
BLK	385	UNCH	$321
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM)	4,813	+1	$309
SPTM	4,813	+1	$309
PGIM GLOBAL HIGH YIELD FD FORM COM	25,764	UNCH	$308
GHY	25,764	UNCH	$308
STARBUCKS CORP COM	3,327	-99	$304
SBUX	3,327	-99	$304
ENERGY SELECT SECTOR SPDR FUND (XLE)	3,201	+2	$302
XLE	3,201	+2	$302
AVANTIS U.S. LARGE CAP VALUE ETF (AVLV)	4,446	-949	$286
AVLV	4,446	-949	$286
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK)	11,241	-25,614	$283
SJNK	11,241	-25,614	$283
PROCTER AND GAMBLE CO COM	1,741	-112	$282
PG	1,741	-112	$282
FEDEX CORP COM	924	UNCH	$268
FDX	924	UNCH	$268
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU)	11,171	+11,171	$255
IBDU	11,171	+11,171	$255
WELLS FARGO CO NEW COM	4,244	+17	$246
WFC	4,244	+17	$246
ABBVIE INC COM	1,322	+29	$241
ABBV	1,322	+29	$241
JPMORGAN INFLATION MANAGED BOND ETF JPMORGAN INFLATION MANAGED BOND ETF (JCPI)	5,114	+14	$240
JCPI	5,114	+14	$240
ISHARES TIPS BOND ETF (TIP)	2,222	UNCH	$239
TIP	2,222	UNCH	$239
ISHARES COHEN & STEERS REIT ETF (ICF)	4,120	UNCH	$238
ICF	4,120	UNCH	$238
ISHARES U.S. TECHNOLOGY ETF (IYW)	1,760	UNCH	$238
IYW	1,760	UNCH	$238
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR)	9,608	+1,050	$229
IBDR	9,608	+1,050	$229
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VYMI)	3,313	+35	$228
VYMI	3,313	+35	$228
FINANCIAL SELECT SECTOR SPDR FUND (XLF)	5,197	+5,197	$219
XLF	5,197	+5,197	$219
INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU)	9,381	UNCH	$208
BSMU	9,381	UNCH	$208
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K 1 ETF (PDBC)	14,326	+3,637	$199
PDBC	14,326	+3,637	$199
IMMUNOPRECISE ANTIBODIES LTD COM NEW	26,808	+0	$41
IPA	26,808	UNCH	$41
BRISTOL MYERS SQUIBB CO COM			$0 (exited)
BMY	0	-4,534	$0
DIMENSIONAL US CORE EQUITY MARKET ETF			$0 (exited)
DFAU	0	-7,199	$0
ISHARES CORE TOTAL USD BOND MARKET ETF			$0 (exited)
IUSB	0	-8,661	$0
SCHWAB INTERNATIONAL SMALL CAP EQUITY ETF			$0 (exited)
SCHC	0	-6,547	$0
SCHWAB SHORT TERM US TREASURY ETF	0	-5,609	$0 (exited)
SCHO	0	-5,609	$0

See Summary: Gradient Capital Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Gradient Capital Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IBDU	+11,171	+$255
XLF	+5,197	+$219

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IUSB	-8,661	-$399
SCHO	-5,609	-$272
DFAU	-7,199	-$239
BMY	-4,534	-$233
SCHC	-6,547	-$228

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
VCSH	+33,674	+$2,598
DFSD	+15,849	+$748
DFAX	+12,054	+$403
DFEM	+8,932	+$318
DFSV	+7,403	+$277
VTIP	+6,761	+$375
IBDW	+6,639	+$129
DFAR	+6,286	+$81
IBDV	+5,868	+$122
DFLV	+5,495	+$270

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SJNK	-25,614	-$644
SCHF	-9,188	+$190
SCHX	-6,779	+$206
AAPL	-5,849	-$2,994
DFAT	-3,449	+$112
TSLA	-3,330	-$2,712
VNQI	-3,261	-$167
IVV	-3,002	+$1,075
JPST	-2,806	-$111

Gradient Capital Advisors LLC Info

Size ($ in 1000's)
At 03/31/2024: $272,386
At 12/31/2023: $262,632

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

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