Gradient Capital Advisors, LLC Incresed Positions in Q3 2024

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
37.5K
+ 31.48%
$47.0 - $47.84 $1.76M - $1.8M
157K $7.48M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.2K
+ 8.3%
$33.74 - $37.96 $817K - $920K
316K $11.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22.3K
+ 31.47%
$28.25 - $31.7 $631K - $708K
93.3K $2.87M
DFAR
Dimensional ETF Tr Dimensional

ETFs
7.67K
+ 4.48%
$21.91 - $26.03 $168K - $200K
179K $4.58M
VBR
Vanguard Small Cap Value ETF

ETFs
2.63K
+ 31.49%
$179.99 - $201.6 $473K - $530K
11K $2.21M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.5K
+ 7.76%
$25.21 - $28.46 $365K - $412K
201K $5.66M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.5K
+ 1.49%
$75.47 - $83.18 $113K - $125K
102K $8.46M
IWM
Ishares Russell 2000 ETF

ETFs
2.23K
+ 42.02%
$200.87 - $224.6 $449K - $502K
7.55K $1.67M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.74K
+ 1.93%
$76.94 - $79.54 $210K - $218K
145K $11.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
148
+ 1.83%
$405.19 - $478.57 $60K - $70.8K
8.25K $3.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.69K
+ 11.63%
$26.06 - $29.18 $226K - $253K
83.4K $2.42M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.54K
+ 3.68%
$77.02 - $85.06 $118K - $131K
43.3K $3.66M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.26K
+ 8.91%
$51.02 - $52.74 $269K - $278K
64.4K $3.39M
VB
Vanguard Small Cap ETF

ETFs
197
+ 1.45%
$214.77 - $237.72 $42.3K - $46.8K
13.8K $3.27M
VTV
Vanguard Value ETF

ETFs
954
+ 10.13%
$159.75 - $174.57 $152K - $167K
10.4K $1.81M
DFAX
Dimensional ETF Tr
4.27K
+ 3.86%
$24.29 - $27.25 $104K - $116K
115K $3.1M
LMT
Lockheed Martin Corp

Industrials
40
+ 1.99%
$460.3 - $584.56 $18.4K - $23.4K
2.05K $1.2M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.01%
$82.97 - $98.97 $83 - $99
17.3K $1.68M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.09K
+ 1.5%
$48.06 - $49.39 $101K - $103K
142K $7M
GLD
Spdr Gold Trust

ETFs
4
+ 0.07%
$215.56 - $246.98 $862 - $988
5.7K $1.39M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.11K
+ 15.8%
$24.34 - $25.83 $100K - $106K
30.2K $775K
JNJ
Johnson & Johnson

Healthcare
42
+ 0.66%
$145.48 - $167.38 $6.11K - $7.03K
6.39K $1.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
152
+ 0.59%
$59.93 - $66.52 $9.11K - $10.1K
26.1K $1.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.83K
+ 8.86%
$31.05 - $34.29 $56.8K - $62.7K
22.5K $770K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.05K
+ 50.34%
$98.97 - $99.59 $104K - $104K
3.13K $311K
DFAE
Dimensional ETF Tr

ETFs
112
+ 0.17%
$24.46 - $27.82 $2.74K - $3.12K
65.3K $1.79M
IBM
International Business Machines Corp

Technology
4
+ 0.22%
$175.1 - $223.38 $700 - $894
1.83K $403K
ACN
Accenture PLC

Technology
61
+ 5.25%
$295.44 - $355.81 $18K - $21.7K
1.22K $431K
SBUX
Starbucks Corp

Consumer Cyclical
129
+ 3.84%
$72.51 - $98.6 $9.35K - $12.7K
3.49K $340K
V
Visa Inc.

Financial Services
140
+ 5.83%
$253.74 - $291.56 $35.5K - $40.8K
2.54K $699K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.03%
$105.53 - $118.34 $211 - $237
6.4K $748K
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 8.27%
$801.83 - $917.05 $34.5K - $39.4K
563 $499K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.19%
$261.88 - $288.1 $1.57K - $1.73K
3.22K $909K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.8K
+ 13.93%
$22.51 - $23.57 $40.5K - $42.4K
14.7K $345K
AMD
Advanced Micro Devices Inc

Technology
197
+ 2.04%
$128.67 - $183.96 $25.3K - $36.2K
9.86K $1.62M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.73K
+ 18.15%
$23.63 - $24.42 $41K - $42.3K
11.3K $274K
IEFA
Ishares Tr

ETFs
96
+ 1.51%
$70.09 - $78.74 $6.73K - $7.56K
6.46K $504K
IBDV
Ishares Tr

Technology
791
+ 3.25%
$21.11 - $22.24 $16.7K - $17.6K
25.1K $557K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44
+ 0.03%
$50.25 - $50.74 $2.21K - $2.23K
132K $6.7M
AMGN
Amgen Inc

Healthcare
8
+ 0.22%
$309.38 - $337.38 $2.48K - $2.7K
3.58K $1.15M
LQD
Ishares Iboxx $ Investment Gra

ETFs
55
+ 1.09%
$106.11 - $113.72 $5.84K - $6.25K
5.12K $578K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.15%
$163.84 - $199.33 $328 - $399
1.33K $261K
PANW
Palo Alto Networks Inc

Technology
91
+ 12.82%
$294.18 - $368.01 $26.8K - $33.5K
801 $273K
CRM
Salesforce, Inc.

Technology
48
+ 4.0%
$238.42 - $276.53 $11.4K - $13.3K
1.25K $341K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
99
+ 1.93%
$96.25 - $101.98 $9.53K - $10.1K
5.24K $530K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
142
+ 3.97%
$147.95 - $191.05 $21K - $27.1K
3.72K $645K
XOM
Exxon Mobil Corp

Energy
128
+ 3.31%
$109.72 - $119.0 $14K - $15.2K
4K $468K
AMZN
Amazon Com Inc

Consumer Cyclical
450
+ 5.02%
$161.02 - $200.0 $72.5K - $90K
9.42K $1.76M
PFE
Pfizer Inc

Healthcare
23
+ 0.1%
$27.7 - $31.39 $637 - $722
22.5K $650K
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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