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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 $262,630,373
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,160 $26,346,304 10.03%
2.
Apple Inc.
 AAPL 94,570 $18,207,590 6.93%
3.
Schwab Strategic Trust
 FNDF 266,549 $9,851,647 3.75%
4.
Spdr Portfolio Developed World Ex-Us Etf
 287,961 $9,793,554 3.72%
5.
Schwab Strategic Trust
 FNDF 100,451 $7,565,969 2.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)