Instuitional Investor - Gradient Capital Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Gradient Capital Advisors, Llc |
| Portfolio Value | $385,761,064 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 52,890 | $34,548,482 | 8.96% | |
| 2. | AAPL | 71,602 | $18,171,832 | 4.71% | |
| 3. | State Street Spdr Portfolio Developed World Ex-Us Etf - ETF | 315,068 | $14,382,854 | 3.73% | |
| 4. | Vanguard Scottsdale Funds | 176,181 | $13,965,901 | 3.62% | |
| 5. | Dimensional Etf Trust | 217,002 | $11,715,938 | 3.04% |