News + Filings Holdings
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Gradient Capital Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
PROCTER & GAMBLE Co
| PG | Common | 1,686 | -413 | 255,518,000 | 255,253,000 | 0.12 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| STIP | Common | 2,684 | -4,410 | 260,241,000 | 259,559,000 | 0.12 | |
Hist
| 12/31/2022 |
SJNK
| SJNK | ETF | 11,238 | -18,020 | 272,409,000 | 271,713,000 | 0.12 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| TIP | Common | 2,653 | -54 | 282,372,000 | 282,088,000 | 0.13 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ICF | Common | 5,889 | -200 | 322,953,000 | 322,626,000 | 0.15 | |
Hist
| 12/31/2022 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 5,055 | -575 | 331,810,000 | 331,495,000 | 0.15 | |
Hist
| 12/31/2022 |
Walt Disney Co
| DIS | Common | 3,963 | -160 | 344,267,000 | 343,878,000 | 0.16 | 0.00 |
Hist
| 12/31/2022 |
iShares, Inc.
| FILL | Common | 14,261 | -109 | 345,829,000 | 345,522,000 | 0.16 | |
Hist
| 12/31/2022 |
BRISTOL MYERS SQUIBB CO
| BMY | Common | 4,809 | -24 | 346,008,000 | 345,664,000 | 0.16 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| IVE | Common | 2,693 | -20 | 390,674,000 | 390,325,000 | 0.18 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IUSB | Common | 9,311 | -8,639 | 418,343,000 | 417,544,000 | 0.19 | |
Hist
| 12/31/2022 |
VISA INC.
| V | CL A | 2,339 | -9 | 486,036,000 | 485,619,000 | 0.22 | 0.00 |
Hist
| 12/31/2022 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 1,358 | -52 | 519,340,000 | 518,836,000 | 0.24 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHP | Common | 11,753 | -15 | 608,688,000 | 608,078,000 | 0.28 | |
Hist
| 12/31/2022 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 5,751 | -326 | 622,262,000 | 621,685,000 | 0.28 | |
Hist
| 12/31/2022 |
Meta Platforms, Inc.
| FB | Common | 5,785 | -2,023 | 696,167,000 | 695,108,000 | 0.32 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| LQD | IBOXX INV CPBD | 6,812 | -287 | 718,225,000 | 717,498,000 | 0.33 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VTI | Common | 4,358 | -1,129 | 833,206,000 | 832,221,000 | 0.38 | |
Hist
| 12/31/2022 |
SELECT SECTOR SPDR TRUST
| XLP | Common | 12,154 | -101 | 906,115,000 | 905,297,000 | 0.41 | |
Hist
| 12/31/2022 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 23,737 | -2,159 | 925,253,000 | 924,308,000 | 0.42 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VTV | Common | 7,043 | -588 | 988,651,000 | 987,709,000 | 0.45 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHZ | Common | 22,186 | -390 | 1,012,788,000 | 1,011,765,000 | 0.46 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHV | Common | 17,310 | -1,105 | 1,142,806,000 | 1,141,729,000 | 0.52 | |
Hist
| 12/31/2022 |
SCHWAB STRATEGIC TRUST
| SCHH | Common | 60,210 | -3,561 | 1,161,451,000 | 1,160,259,000 | 0.53 | |
Hist
| 12/31/2022 |
Vanguard BD Index Fund Inc Sho
| BSV | ETF | 16,157 | -6,580 | 1,216,267,000 | 1,214,566,000 | 0.55 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 17,368 | -275 | 1,432,537,000 | 1,431,123,000 | 0.65 | |
Hist
| 12/31/2022 |
Dimensional ETF Trust
| DFAE | Common | 68,400 | -3,486 | 1,501,380,000 | 1,499,936,000 | 0.68 | |
Hist
| 12/31/2022 |
Alphabet Inc.
| GOOGL | COM | 17,107 | -20 | 1,509,351,000 | 1,507,713,000 | 0.69 | 0.00 |
Hist
| 12/31/2022 |
Vanguard Small-Cap Value ETF
| VBR | ETF | 9,778 | -420 | 1,552,687,000 | 1,551,225,000 | 0.71 | |
Hist
| 12/31/2022 |
J P MORGAN EXCHANGE TRADED F
| JMST | Exchange Traded Fund | 35,843 | -4,207 | 1,811,326,000 | 1,809,311,000 | 0.82 | |
Hist
| 12/31/2022 |
Vanguard Growth ETF
| VUG | ETF | 11,737 | -358 | 2,501,215,000 | 2,498,627,000 | 1.14 | |
Hist
| 12/31/2022 |
VANGUARD INDEX FUNDS
| VB | ETF | 14,898 | -436 | 2,734,430,000 | 2,731,809,000 | 1.24 | |
Hist
| 12/31/2022 |
MICROSOFT CORP
| MSFT | Common | 12,097 | -85 | 2,901,182,000 | 2,898,345,000 | 1.32 | 0.00 |
Hist
| 12/31/2022 |
VANGUARD STAR FUNDS
| VXUS | Common | 61,049 | -2,016 | 3,157,454,000 | 3,154,568,000 | 1.43 | |
Hist
| 12/31/2022 |
JPMORGAN CHASE & CO
| JPM | Common | 25,085 | -10 | 3,363,922,000 | 3,361,300,000 | 1.53 | |
Hist
| 12/31/2022 |
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