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Home > Institutional Investor > Gradient Capital Advisors, Llc > Profile

Instuitional Investor - Gradient Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Gradient Capital Advisors, Llc
Portfolio Value $338,530,070
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,248 $32,440,697 9.58%
2.
Apple Inc.
 AAPL 73,967 $15,175,835 4.48%
3.
Spdr Portfolio Developed World Ex-Us Etf - ETF
 336,622 $13,629,825 4.03%
4.
Vanguard Scottsdale Funds
 146,340 $11,633,997 3.44%
5.
Schwab Strategic Trust
 FNDF 466,452 $10,308,588 3.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)