IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gradient Capital Advisors, LLC

Q2 2018 Holdings

Filed 2018-07-26 | 84 holdings | $107.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core S&P 500 ETF(IVV)ETF464287200$11.2K41,02710.4%
Schwab International Equity ETF(SCHF)ETF808524805$10.0K303,1389.3%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$8.4K170,9547.8%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)ETF92206C409$6.8K86,7716.3%
Apple Inc COM(AAPL)Stock037833100$4.6K24,8314.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$4.1K63,0403.8%
Spdr Bloomberg Barclays Investment Grade Floating Rate ETF(FLRN)ETF78468R200$3.4K111,1313.2%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$3.0K54,3892.8%
Vanguard Large-Cap Index Fund(VV)ETF922908637$2.5K20,3622.4%
Vanguard S&P 500 ETF(VOO)ETF922908363$2.4K9,7432.3%
Vanguard Small-Cap Index Fund(VB)ETF922908751$2.3K15,0412.2%
Schwab Short-Term U.S. Treasury ETF(SCHO)ETF808524862$2.3K45,3692.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$2.2K41,2312.1%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$2.2K42,7292.0%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$2.1K27,1442.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$1.8K43,0501.7%
Vanguard Global Ex-U.S. Real Estate Index(VNQI)ETF922042676$1.6K26,8351.4%
Invesco Bulletshares 2018 Corporate Bond ETFETF46138J106$1.6K73,2731.4%
Facebook Inc CL A(META)Stock30303M102$1.4K7,4311.3%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$1.4K8,9691.3%
JPMorgan Chase & Co COM(JPM)Stock46625H100$1.3K12,0611.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$1.2K28,7311.1%
Ishares 1-3 Year Credit Bond ETF(IGSB)ETF464288646$1.1K10,8411.0%
Spdr DOW Jones Global Real Estate ETF(RWO)ETF78463X749$1.1K22,4281.0%
Vanguard Growth Index Fund(VUG)ETF922908736$9176,1210.9%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$9144,8970.8%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$9098,5510.8%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$89317,3370.8%
Vanguard Real Estate ETF(VNQ)ETF922908553$88810,9040.8%
Johnson & Johnson COM(JNJ)Stock478160104$8857,2920.8%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$88213,3640.8%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$7746,7580.7%
Spdr Gold Shares(GLD)ETF78463V107$7496,3120.7%
Ishares Msci Global Energy Producers ETF(POWR)ETF464286343$69930,2020.6%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$6838,1780.6%
Vanguard Ftse All-World EX US Index Fund(VEU)ETF922042775$67212,9610.6%
Ishares Tips Bond ETF(TIP)ETF464287176$6485,7370.6%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$63421,0160.6%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$6298,5460.6%
Spdr Nuveen S&P High Yield Municipal Bond ETF(HYMB)ETF78464A284$5559,8200.5%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$54211,0050.5%
Schwab U.S. Tips ETF(SCHP)ETF808524870$5369,7530.5%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$5313,9100.5%
Boeing Co COM(BA)Stock097023105$5261,5670.5%
Intel Corp COM(INTC)Stock458140100$50410,1390.5%
Wisdomtree U.S. Total Dividend Fund(DTD)ETF97717W109$5035,5170.5%
Bank Amer Corp COM(BAC)Stock060505104$50117,7710.5%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$4979,3520.5%
Microsoft Corp COM(MSFT)Stock594918104$4924,9930.5%
Ishares Russell 1000 ETF(IWB)ETF464287622$4803,1600.4%
Page 1 of 2Next