Gradient Capital Advisors, LLC Incresed Positions in Q1 2025

Gradient Capital Advisors, LLC

  • $299 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.1K
+ 3.91%
$33.84 - $37.77 $443K - $494K
348K $12.7M
GLD
Spdr Gold Trust

ETFs
3.26K
+ 56.73%
$243.19 - $288.14 $792K - $939K
9K $2.59M
DFSD
Dimensional ETF Tr Short Durat

ETFs
20.1K
+ 10.74%
$46.74 - $47.55 $941K - $957K
208K $9.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
233
+ 2.81%
$442.66 - $534.52 $103K - $125K
8.52K $4.54M
VEA
Vanguard Ftse Developed Market

ETFs
5.4K
+ 5.24%
$47.4 - $52.99 $256K - $286K
108K $5.51M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.1K
+ 7.49%
$25.35 - $27.46 $407K - $441K
231K $6.1M
DFAX
Dimensional ETF Tr
9.65K
+ 7.86%
$24.45 - $27.2 $236K - $262K
132K $3.47M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.4K
+ 21.31%
$27.56 - $32.1 $674K - $785K
139K $3.92M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.93K
+ 5.48%
$26.09 - $30.21 $129K - $149K
94.9K $2.76M
GLDM
World Gold Trust

ETFs
69
+ 0.22%
$52.19 - $61.89 $3.6K - $4.27K
31.8K $1.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.57K
+ 1.0%
$77.7 - $78.94 $122K - $124K
157K $12.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.93K
+ 5.06%
$51.52 - $52.37 $202K - $206K
81.6K $4.27M
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.6K
+ 3.58%
$22.35 - $24.52 $148K - $162K
191K $4.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.81K
+ 4.46%
$27.01 - $28.54 $157K - $166K
136K $3.8M
AVDV
American Centy ETF Tr Avantis

ETFs
1.74K
+ 7.8%
$63.74 - $71.96 $111K - $125K
24K $1.68M
DFAE
Dimensional ETF Tr

ETFs
4.52K
+ 6.6%
$24.64 - $26.86 $111K - $121K
73K $1.89M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.94K
+ 36.14%
$50.72 - $50.92 $149K - $150K
11.1K $562K
SCHO
Schwab Short Term Us Treasury

ETFs
5.12K
+ 49.56%
$24.1 - $24.34 $123K - $125K
15.4K $375K
VTV
Vanguard Value ETF

ETFs
439
+ 4.1%
$167.73 - $179.21 $73.6K - $78.7K
11.1K $1.92M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.01K
+ 23.48%
$22.61 - $23.14 $90.6K - $92.8K
21.1K $487K
V
Visa Inc.

Financial Services
16
+ 0.62%
$306.92 - $362.71 $4.91K - $5.8K
2.59K $908K
VEU
Vanguard Ftse All World Ex Us

ETFs
299
+ 1.53%
$56.51 - $62.98 $16.9K - $18.8K
19.9K $1.21M
XLF
Financial Sector Spdr

ETFs
1.45K
+ 27.91%
$47.32 - $52.19 $68.7K - $75.7K
6.65K $331K
VNQ
Vanguard Specialized Funds Van

ETFs
587
+ 3.45%
$85.55 - $94.34 $50.2K - $55.4K
17.6K $1.6M
CSCO
Cisco Systems, Inc.

Technology
427
+ 2.48%
$58.74 - $64.87 $25.1K - $27.7K
17.6K $1.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
695
+ 0.54%
$39.96 - $43.3 $27.8K - $30.1K
129K $5.33M
IBM
International Business Machines Corp

Technology
4
+ 0.21%
$217.4 - $264.74 $870 - $1.06K
1.9K $472K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
365
+ 6.62%
$126.11 - $135.06 $46K - $49.3K
5.88K $757K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.87K
+ 4.99%
$20.1 - $20.8 $37.6K - $38.9K
39.4K $817K
IBDV
Ishares Tr

Technology
1.79K
+ 6.47%
$21.11 - $21.73 $37.7K - $38.9K
29.4K $639K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.75%
$169.2 - $216.66 $1.69K - $2.17K
1.34K $279K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.2K
+ 3.49%
$22.46 - $23.26 $26.9K - $27.8K
35.5K $821K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.6K
+ 13.9%
$23.9 - $24.18 $38.1K - $38.6K
13.1K $316K
SCHV
Schwab Strategic Tr Us Large C

ETFs
648
+ 1.46%
$25.77 - $27.6 $16.7K - $17.9K
45.2K $1.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.59K
+ 13.2%
N/A
13.6K $323K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
969
+ 23.53%
$165.25 - $224.62 $160K - $218K
5.09K $844K
XLE
Energy Sector Spdr

ETFs
4
+ 0.12%
$85.7 - $93.96 $343 - $376
3.36K $314K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
198
+ 0.46%
$20.2 - $22.24 $4K - $4.4K
43.3K $931K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.08%
$890.62 - $1076.86 $5.34K - $6.46K
563 $532K
BMY
Bristol Myers Squibb CO

Healthcare
60
+ 1.69%
$53.9 - $63.11 $3.23K - $3.79K
3.61K $220K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
642
+ 4.05%
$13.05 - $13.97 $8.38K - $8.97K
16.5K $224K
BA
Boeing CO

Industrials
135
+ 9.69%
$148.15 - $186.25 $20K - $25.1K
1.53K $260K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5
+ 0.02%
$24.21 - $25.09 $121 - $125
32.5K $813K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.34%
$66.78 - $81.42 $935 - $1.14K
4.14K $297K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.51%
$158.56 - $176.26 $1.43K - $1.59K
1.79K $304K
Ishares Ibonds Dec 2034 Term Corporate ETF
1.55K
+ 15.57%
N/A
11.5K $0
Dimensional Us Large Cap Value ETF
15.6K
+ 19.74%
N/A
94.8K $0
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.02%
N/A
11.2K $851K
QQQ
Invesco Qqq Trust, Series 1

ETFs
91
+ 9.05%
$468.34 - $539.52 $42.6K - $49.1K
1.1K $513K
Activity Summary
Buys All Purchases 73 New Holdings 4 Increased Positions 69 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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