Gradient Capital Advisors, LLC Incresed Positions in Q4 2024

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
347
+ 1.47%
$213.65 - $479.86 $74.1K - $167K
24K $9.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
14.8K
+ 472.52%
$99.0 - $99.5 $1.47M - $1.47M
17.9K $1.78M
DFSD
Dimensional ETF Tr Short Durat

ETFs
30.7K
+ 19.6%
$46.75 - $47.8 $1.44M - $1.47M
187K $8.79M
IVV
Ishares Core S&P 500 ETF

ETFs
204
+ 0.41%
$570.51 - $610.59 $116K - $125K
50.4K $29.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.2K
+ 7.76%
$77.86 - $79.27 $874K - $890K
156K $12.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.4K
+ 22.95%
$30.18 - $33.87 $646K - $725K
115K $3.53M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.3K
+ 20.66%
$51.54 - $52.55 $685K - $699K
77.7K $4.01M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.7K
+ 7.55%
$48.33 - $49.08 $518K - $526K
153K $7.39M
VBR
Vanguard Small Cap Value ETF

ETFs
1.25K
+ 11.36%
$197.36 - $217.3 $246K - $271K
12.2K $2.42M
META
Meta Platforms, Inc.

Communication Services
108
+ 1.76%
$554.08 - $632.68 $59.8K - $68.3K
6.26K $3.69M
V
Visa Inc.

Financial Services
33
+ 1.3%
$273.87 - $320.91 $9.04K - $10.6K
2.58K $814K
BAC
Bank Of America Corp

Financial Services
277
+ 1.21%
$39.22 - $47.77 $10.9K - $13.2K
23.2K $1.02M
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.06%
$52.45 - $60.02 $577 - $660
17.2K $1.02M
VO
Vanguard Mid Cap ETF

ETFs
370
+ 2.5%
$261.5 - $284.63 $96.8K - $105K
15.2K $4.01M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.37K
+ 16.1%
$22.71 - $23.47 $53.8K - $55.6K
17.1K $389K
IBDV
Ishares Tr

Technology
2.52K
+ 10.02%
$21.24 - $22.15 $53.5K - $55.8K
27.6K $590K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.6K
+ 1.21%
$50.37 - $50.6 $80.6K - $81K
134K $6.73M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.87K
+ 8.3%
$20.28 - $21.2 $58.3K - $60.9K
37.5K $763K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
553
+ 2.46%
$33.92 - $36.6 $18.8K - $20.2K
23K $796K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.13K
+ 5.86%
$29.77 - $30.19 $33.7K - $34.1K
20.4K $610K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
51.5K
+ 197.3%
$22.01 - $66.82 $1.13M - $3.44M
77.6K $1.76M
SJNK
Spdr Bloomberg Short Term High

ETFs
1.21K
+ 10.77%
$25.09 - $25.69 $30.4K - $31.1K
12.5K $314K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.38K
+ 7.9%
$24.5 - $25.72 $58.4K - $61.3K
32.5K $799K
XLF
Financial Sector Spdr

ETFs
1
+ 0.02%
$44.89 - $51.34 $44.9 - $51.3
5.2K $251K
PANW
Palo Alto Networks Inc

Technology
785
+ 98.0%
$181.96 - $405.9 $143K - $319K
1.59K $288K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
333
+ 4.27%
$50.67 - $50.9 $16.9K - $16.9K
8.13K $412K
IBM
International Business Machines Corp

Technology
70
+ 3.83%
$204.9 - $238.04 $14.3K - $16.7K
1.9K $417K
SCHO
Schwab Short Term Us Treasury

ETFs
5.46K
+ 112.28%
$24.06 - $48.88 $131K - $267K
10.3K $248K
AVUV
American Centy ETF Tr Avantis

ETFs
21
+ 0.19%
$94.37 - $106.41 $1.98K - $2.23K
11.2K $1.09M
INTU
Intuit Inc

Technology
5
+ 0.86%
$602.01 - $706.25 $3.01K - $3.53K
589 $370K
SCHX
Schwab Strategic Tr Us Large C

ETFs
187K
+ 192.97%
$22.4 - $68.28 $4.18M - $12.7M
283K $6.57M
GLD
Spdr Gold Trust

ETFs
42
+ 0.74%
$236.59 - $257.5 $9.94K - $10.8K
5.74K $1.39M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
207
+ 1.75%
N/A
12K $285K
VTV
Vanguard Value ETF

ETFs
330
+ 3.18%
$168.32 - $181.87 $55.5K - $60K
10.7K $1.81M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
207
+ 1.84%
$23.88 - $24.32 $4.94K - $5.03K
11.5K $275K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
28
+ 0.51%
$126.68 - $134.74 $3.55K - $3.77K
5.51K $703K
Lam Research Corp Com New
20.6K
+ 898.82%
N/A
22.9K $0
Ishares Ibonds Dec 2034 Term Corporate ETF
2.29K
+ 29.97%
N/A
9.92K $0
Dimensional Us Large Cap Value ETF
13.5K
+ 20.64%
N/A
79.2K $0
Blackrock Inc Com
26
+ 6.5%
N/A
426 $0
Ishares Ibonds Dec 2033 Term Corporate ETF
2.32K
+ 27.63%
N/A
10.7K $0
PG
Procter & Gamble CO

Consumer Defensive
25
+ 1.42%
$161.05 - $179.7 $4.03K - $4.49K
1.78K $298K
XLE
Energy Sector Spdr

ETFs
3
+ 0.09%
$83.32 - $97.27 $250 - $292
3.36K $287K
CEG
Constellation Energy Corp

Utilities
122
+ 11.98%
$224.28 - $285.52 $27.4K - $34.8K
1.14K $256K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.06%
$113.92 - $127.38 $456 - $510
6.4K $737K
AVDV
American Centy ETF Tr Avantis

ETFs
1.54K
+ 7.41%
$63.85 - $70.4 $98.2K - $108K
22.3K $1.45M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.2K
+ 100.0%
$25.74 - $53.78 $289K - $604K
22.4K $579K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$164.99 - $203.87 $165 - $204
1.33K $235K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
203K
+ 198.92%
$27.54 - $83.04 $5.58M - $16.8M
305K $8.44M
Activity Summary
Buys All Purchases 77 New Holdings 6 Increased Positions 71 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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