IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gradient Capital Advisors, LLC

Q4 2018 Holdings

Filed 2019-01-30 | 87 holdings | $115.8K | 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$10.8K43,1139.4%
Schwab International Equity ETF(SCHF)ETF808524805$9.2K325,0858.0%
Spdr Bloomberg Barclays Investment Grade Floating Rate ETF(FLRN)ETF78468R200$8.4K275,3617.2%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$7.7K159,6526.6%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)ETF92206C409$5.7K73,3454.9%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$5.0K83,6294.3%
Apple Inc COM(AAPL)Stock037833100$4.0K25,2883.4%
W P Carey Inc COM(WPC)REIT92936U109$3.4K52,2262.9%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$3.0K63,4152.6%
Vanguard Total International Stock ETF(VXUS)ETF921909768$2.5K53,4192.2%
Vanguard Large-Cap Index Fund(VV)ETF922908637$2.3K20,0662.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.2K59,6071.9%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$2.0K40,5031.8%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$2.0K40,4641.8%
Vanguard Small-Cap Index Fund(VB)ETF922908751$2.0K15,2691.7%
Vanguard S&P 500 ETF(VOO)ETF922908363$2.0K8,7301.7%
Schwab U.S. REIT ETF(SCHH)ETF808524847$2.0K51,3421.7%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.9K31,3091.6%
Schwab Short-Term U.S. Treasury ETF(SCHO)ETF808524862$1.8K35,7631.5%
Vanguard Global Ex-U.S. Real Estate Index(VNQI)ETF922042676$1.5K28,6031.3%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$1.4K18,3411.2%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$1.4K10,1201.2%
JPMorgan Chase & Co COM(JPM)Stock46625H100$1.3K13,0891.1%
Vanguard Growth Index Fund(VUG)ETF922908736$1.2K8,9561.0%
Ishares Short-Term Corporate Bond ETF(IGSB)ETF464288646$1.2K22,4361.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$1.1K5,4151.0%
Spdr DOW Jones Global Real Estate ETF(RWO)ETF78463X749$1.1K24,6940.9%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$1.1K9,3570.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.1K17,6910.9%
Johnson & Johnson COM(JNJ)Stock478160104$9427,2970.8%
Facebook Inc CL A(META)Stock30303M102$9166,9840.8%
Vanguard Real Estate ETF(VNQ)ETF922908553$81810,9660.7%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$81321,3490.7%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$8107,6080.7%
Spdr Gold Shares(GLD)ETF78463V107$7926,5280.7%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$78315,8860.7%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$75214,8010.6%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$6866,0780.6%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$65313,2550.6%
Vanguard Ftse All-World EX US Index Fund(VEU)ETF922042775$64314,1020.6%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$59519,7460.5%
Ishares Tips Bond ETF(TIP)ETF464287176$5825,3140.5%
Ishares Msci Global Energy Producers ETF(POWR)ETF464286343$56830,6980.5%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$5578,0350.5%
Microsoft Corp COM(MSFT)Stock594918104$5545,4510.5%
Spdr Nuveen S&P High Yield Municipal Bond ETF(HYMB)ETF78464A284$5519,8200.5%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$52111,0850.5%
Schwab U.S. Tips ETF(SCHP)ETF808524870$5199,7530.4%
Intel Corp COM(INTC)Stock458140100$50810,8350.4%
Boeing Co COM(BA)Stock097023105$5071,5730.4%
Page 1 of 2Next