IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gradient Capital Advisors, LLC

Q1 2019 Holdings

Filed 2019-04-16 | 87 holdings | $125.4K | 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$11.5K40,4529.2%
Schwab International Equity ETF(SCHF)ETF808524805$9.8K314,3107.8%
Spdr Bloomberg Barclays Investment Grade Floating Rate ETF(FLRN)ETF78468R200$8.4K273,7106.7%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$7.4K152,1525.9%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)ETF92206C409$5.6K70,4374.5%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$5.2K77,0874.2%
Apple Inc COM(AAPL)Stock037833100$4.9K25,5903.9%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$3.4K61,2932.7%
W P Carey Inc COM(WPC)REIT92936U109$3.0K38,6722.4%
Vanguard Total International Stock ETF(VXUS)ETF921909768$2.8K53,3432.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.7K65,7752.1%
Vanguard Large-Cap Index Fund(VV)ETF922908637$2.6K20,0662.1%
Schwab U.S. REIT ETF(SCHH)ETF808524847$2.4K54,1321.9%
Schwab Short-Term U.S. Treasury ETF(SCHO)ETF808524862$2.4K47,0861.9%
Vanguard Small-Cap Index Fund(VB)ETF922908751$2.3K15,1431.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$2.3K8,8251.8%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$2.2K43,6601.8%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$2.1K40,2561.7%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.9K27,5521.5%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$1.7K10,8251.4%
Vanguard Global Ex-U.S. Real Estate Index(VNQI)ETF922042676$1.7K28,7131.4%
Ishares Short-Term Corporate Bond ETF(IGSB)ETF464288646$1.6K31,2181.3%
Vanguard Growth Index Fund(VUG)ETF922908736$1.5K9,6701.2%
JPMorgan Chase & Co COM(JPM)Stock46625H100$1.4K13,8461.1%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$1.4K17,2921.1%
Spdr DOW Jones Global Real Estate ETF(RWO)ETF78463X749$1.4K26,9791.1%
Facebook Inc CL A(META)Stock30303M102$1.2K7,1340.9%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$1.2K9,2360.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.2K17,2770.9%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$1.2K5,7550.9%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.0K24,2470.8%
Johnson & Johnson COM(JNJ)Stock478160104$1.0K7,3000.8%
Vanguard Real Estate ETF(VNQ)ETF922908553$98611,3450.8%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$83315,2130.7%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$83014,8010.7%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$8307,6080.7%
Microsoft Corp COM(MSFT)Stock594918104$8186,9380.7%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$72323,6500.6%
Vanguard Ftse All-World EX US Index Fund(VEU)ETF922042775$72314,4130.6%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$6905,7940.6%
Boeing Co COM(BA)Stock097023105$6861,7980.5%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$67113,2550.5%
Ishares Msci Global Energy Producers ETF(POWR)ETF464286343$64030,5510.5%
Spdr Gold Shares(GLD)ETF78463V107$6024,9300.5%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$5987,7490.5%
Intel Corp COM(INTC)Stock458140100$58110,8280.5%
Spdr Nuveen S&P High Yield Municipal Bond ETF(HYMB)ETF78464A284$5649,8200.4%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$56310,7670.4%
Ishares Russell 1000 ETF(IWB)ETF464287622$5633,5790.4%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$5574730.4%
Page 1 of 2Next