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Holdings
Gradient Capital Advisors, LLC
Changes:
All
|
New
|
Increased
|
Decreased
|
Sold Out
Portfolio as of:
Most recent
12/31/2022
09/30/2022
06/30/2022
03/31/2022
12/31/2021
06/30/2021
03/31/2021
12/31/2020
09/30/2020
06/30/2020
03/31/2020
12/31/2019
09/30/2019
06/30/2019
03/31/2019
12/31/2018
09/30/2018
06/30/2018
03/31/2018
12/31/2017
Name
Ticker
Class
Shares
Change
Value
Change
% Port
% OS
Hist
Date
SCHWAB STRATEGIC TRUST
SCHO
Common
0
-9,215
0
-445,000
0.00
0.00
Hist
12/31/2022
iSHARES TRUST
MBB
Common
0
-4,810
0
-440,000
0.00
0.00
Hist
12/31/2022
SPDR INDEX SHARES FUNDS
RWO
Common
0
-6,305
0
-244,000
0.00
0.00
Hist
12/31/2022
Nuveen California Quality Municipal Income Fund
NAC
Common
0
-14,982
0
-164,000
0.00
0.00
Hist
12/31/2022
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