Instuitional Investor - Gradient Capital Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gradient Capital Advisors, Llc |
| Portfolio Value | $306,398,234 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 51,630 | $29,010,681 | 9.47% | |
| 2. | AAPL | 76,347 | $16,958,972 | 5.53% | |
| 3. | Spdr Portfolio Developed World Ex-Us Etf - ETF | 347,539 | $12,653,895 | 4.13% | |
| 4. | Vanguard Scottsdale Funds | 157,454 | $12,429,386 | 4.06% | |
| 5. | Dimensional Etf Trust | 207,597 | $9,865,009 | 3.22% |
