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CIK: 0001727917
Total reported value
$431.8M
$431.8M
152 檔
19.2%
As reported in its official Q4 2024 Form 13F filing, Gradient Capital Advisors, LLC's tracked investment portfolio stood at $431.8M with 152 total positions.
Gradient Capital Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.56% | +0.12% | +0.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.42% | +0.05% | -2.32% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.92% | -0.32% | +7.76% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.68% | -0.12% | +5.83% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.13% | -0.03% | +1.47% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.91% | -0.07% | +99.78% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 2.83% | -0.06% | +19.60% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.72% | +0.08% | +198.92% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.43% | -0.06% | -0.30% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.38% | -0.12% | +7.55% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.17% | -0.10% | +1.21% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.12% | +0.03% | +192.97% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.16% | -0.67% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.01% | -3.32% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.81% | +0.03% | +6.65% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.70% | +0.01% | -0.10% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.69% | +0.03% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.02% | +9.65% | |
| 19 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.38% | +0.02% | +3.02% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.03% | -3.49% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | -0.01% | -2.36% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.30% | -3.13% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.29% | -0.10% | +20.66% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.04% | +2.50% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.24% | -0.01% | +2.22% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.03% | -1.35% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | +0.07% | +0.45% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.14% | +1.76% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.15% | -0.10% | +200.57% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.14% | +0.03% | +22.95% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 1.02% | +0.02% | -4.43% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.98% | -0.02% | +6.83% | |
| 33 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.88% | -0.05% | +6.79% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | -0.03% | +11.36% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.77% | -0.08% | +7.88% | |
| 36 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.77% | +0.04% | +20.64% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.05% | -4.54% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | — | -0.70% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | +0.01% | +3.18% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.57% | +0.04% | +472.52% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | +0.02% | +197.30% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.56% | +0.01% | +4.83% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.43% | +898.82% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.53% | -0.15% | -3.81% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.03% | -1.38% | |
| 46 | WPC | Wp Carey Inc | Stock-Real Estate | 0.52% | -0.03% | -5.18% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.14% | -1.19% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | -0.01% | -1.35% | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.47% | -0.06% | +7.41% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.21% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.1% | +1.47% | Add |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.5% | +472.52% | Add |
| 3 | DFSD | Dimensional Short Duration | +0.4% | +19.60% | Add |
| 4 | DFSV | Dimensional US Small Cap Val | +0.2% | +22.95% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +20.66% | Add |
| 6 | AAPL | Apple Inc | +0.1% | -2.32% | Trim |
| 7 | AVGO | Broadcom Inc | +0.1% | -4.54% | Trim |
| 8 | AVMC | Avantis US Mid Cap Eq ETF | +0.1% | NEW | New buy |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +7.76% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -3.32% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.13% | Trim |
| 12 | DFLV | Dim US Large Cap Value ETF | +0.1% | +20.64% | Add |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | +0.1% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.1% | -1.35% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.70% | Trim |
| 16 | JSCP | Jpmorgan Short Duration Core | +0.1% | NEW | New buy |
| 17 | PDBC | Invesco Optimum Yield Divers | +0.1% | NEW | New buy |
| 18 | AXP | American Express Co | +0.1% | NEW | New buy |
| 19 | VTIP | Vanguard Short-term Tips | +0.1% | +7.55% | Add |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 21 | VBR | Vanguard Small-cap Value ETF | +0.1% | +11.36% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.79% | Add |
| 23 | LULU | Lululemon Athletica Inc | 0% | -3.12% | Trim |
| 24 | NFLX | Netflix Inc | 0% | -0.55% | Trim |
| 25 | V | Visa Inc-class A Shares | 0% | +1.30% | Add |
| 26 | VUG | Vanguard Growth ETF | 0% | -2.36% | Trim |
| 27 | META | Meta Platforms Inc-class A | 0% | +1.76% | Add |
| 28 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +0.41% | Add |
| 30 | REGN | Regeneron Pharmaceuticals | 0% | — | Unchanged |
| 31 | BSV | Vanguard Short-term Bond ETF | -0.1% | -12.66% | Trim |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -10.41% | Trim |
| 33 | QCOM | Qualcomm Inc | -0.1% | -0.65% | Trim |
| 34 | IBB | Ishares Biotechnology ETF | -0.1% | EXIT | Sold out |
| 35 | JNJ | Johnson & Johnson | -0.1% | -9.04% | Trim |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | -1.35% | Trim |
| 37 | VYMI | Vanguard Int High Dvd Yld In | -0.1% | EXIT | Sold out |
| 38 | LMT | Lockheed Martin CORP | -0.1% | -0.39% | Trim |
| 39 | VUSB | Vanguard Ultra Short Bond Et | -0.1% | -32.27% | Trim |
| 40 | PFE | Pfizer Inc | -0.1% | -33.55% | Trim |
| 41 | LRCX | Lam Research CORP | -0.1% | +898.82% | Add |
| 42 | AMGN | Amgen Inc | -0.1% | -8.95% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | -0.67% | Trim |
| 44 | WPC | Wp Carey Inc | -0.1% | -5.18% | Trim |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | +6.79% | Add |
| 46 | VXUS | Vanguard Total Intl Stock | -0.1% | +2.22% | Add |
| 47 | DFAR | Dimensional US Real Est ETF | -0.1% | +3.02% | Add |
| 48 | AMD | Advanced Micro Devices | -0.2% | +2.31% | Add |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +5.83% | Add |
| 50 | SCHF | Schwab Intl Equity ETF | -0.4% | +99.78% | Add |
According to official SEC Form 13F filings, Gradient Capital Advisors, LLC reported a total U.S. public equity portfolio value of $431.8M across 152 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, VCSH) accounted for 19.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVMC
市值: $402.4K
Top Position Liquidated / Trimmed
VYMI
前期市值: $247.3K
During Q4 2024, Gradient Capital Advisors, LLC's top holdings by market value included IVV (9.6%)、AAPL (6.4%)、VCSH (3.9%). The largest single position, IVV, represented 9.6% of total portfolio value.
In Q4 2024, Gradient Capital Advisors, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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