Universe · entity
Gradient Capital Advisors, LLC
Institutional manager (13F) · CIK 1727917
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $313M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | $35M | 52,890 |
| 2 | APPLE INC COM | $18M | 71,602 |
| 3 | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14M | 315,068 |
| 4 | VANGUARD SHORT-TERM CORPORATE BOND ETF | $14M | 176,181 |
| 5 | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $12M | 217,002 |
| 6 | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $11M | 233,695 |
| 7 | SCHWAB INTERNATIONAL EQUITY ETF | $11M | 435,148 |
| 8 | SCHWAB U.S. MID-CAP ETF | $10M | 309,690 |
| 9 | DIMENSIONAL U.S. TARGETED VALUE ETF | $9M | 138,540 |
| 10 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8M | 161,880 |
| 11 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $8M | 229,480 |
| 12 | VANGUARD LARGE-CAP ETF | $8M | 25,213 |
| 13 | VANGUARD FTSE DEVELOPED MARKETS ETF | $7M | 114,961 |
| 14 | ALPHABET INC CAP STK CL A | $7M | 25,073 |
| 15 | DIMENSIONAL US SMALL CAP VALUE ETF | $7M | 203,594 |
| 16 | SCHWAB U.S. LARGE-CAP ETF | $7M | 261,172 |
| 17 | JPMORGAN CHASE & CO COM | $7M | 22,672 |
| 18 | DIMENSIONAL US MARKETWIDE VALUE ETF | $6M | 125,919 |
| 19 | NVIDIA CORPORATION COM | $6M | 32,507 |
| 20 | JPMORGAN ULTRA-SHORT INCOME ETF | $5M | 104,256 |
| 21 | MICROSOFT CORP COM | $5M | 14,016 |
| 22 | DIMENSIONAL US REAL ESTATE ETF | $5M | 214,197 |
| 23 | TESLA INC COM | $5M | 13,602 |
| 24 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5M | 143,898 |
| 25 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5M | 9,741 |
| 26 | DIMENSIONAL US LARGE CAP VALUE ETF | $5M | 128,656 |
| 27 | SCHWAB US DIVIDEND EQUITY ETF | $5M | 149,003 |
| 28 | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4M | 85,562 |
| 29 | LAM RESEARCH CORP COM NEW | $4M | 20,607 |
| 30 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $4M | 55,891 |
| 31 | VANGUARD S&P 500 ETF | $4M | 7,027 |
| 32 | VANGUARD MID-CAP ETF | $4M | 14,315 |
| 33 | SPDR GOLD SHARES | $4M | 9,446 |
| 34 | META PLATFORMS INC CL A | $4M | 6,393 |
| 35 | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $4M | 82,029 |
| 36 | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $4M | 91,295 |
| 37 | BROADCOM INC COM | $3M | 11,131 |
| 38 | VANGUARD SMALL-CAP ETF | $3M | 12,940 |
| 39 | VANGUARD GROWTH ETF | $3M | 7,241 |
| 40 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3M | 37,853 |
| 41 | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $2M | 25,883 |
| 42 | VANGUARD VALUE ETF | $2M | 11,267 |
| 43 | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $2M | 22,093 |
| 44 | VANGUARD SMALL CAP VALUE ETF | $2M | 9,878 |
| 45 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2M | 21,489 |
| 46 | AMAZON COM INC COM | $2M | 9,977 |
| 47 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2M | 58,748 |
| 48 | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2M | 5,868 |
| 49 | CHEVRON CORPORATION COM | $2M | 9,242 |
| 50 | WP CAREY INC COM | $2M | 27,925 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.