Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Gradient Capital Advisors, Llc > Profile

Instuitional Investor - Gradient Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Gradient Capital Advisors, Llc
Portfolio Value $310,188,729
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,379 $29,657,338 9.56%
2.
Apple Inc.
 AAPL 79,556 $19,922,336 6.42%
3.
Vanguard Scottsdale Funds
 155,889 $12,160,868 3.92%
4.
Spdr Portfolio Developed World Ex-Us Etf
 334,459 $11,415,086 3.68%
5.
Tesla Inc.
 TSLA 24,028 $9,703,468 3.12%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)