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Portfolio (Quarterly) Guide ↗

Gradient Capital Advisors, LLC

· CIK 0001727917
13F Portfolio $432M AUM 179 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 48 Added 57 Reduced 7 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 180,069.0 $14.2M 3.30% +4K +2.2% $79.03 -0.3%
2 DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 234,833.0 $12.8M 2.96% +18K +8.2% $54.46 -1.6%
3 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 257,184.0 $12.3M 2.84% +23K +10.1% $47.75 -0.7%
4 GOOGL ALPHABET INC CAP STK CL A Communication Services 26,189.0 $9.4M 2.17% +1K +4.5% $357.38 -2.9%
5 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 169,781.0 $8.5M 1.98% +8K +4.9% $50.23 -0.8%
6 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 209,792.0 $8.1M 1.89% +6K +3.0% $38.79 +3.0%
7 DFAR DIMENSIONAL US REAL ESTATE ETF 219,228.0 $5.7M 1.33% +5K +2.4% $26.16 +2.0%
8 BERKSHIRE HATHAWAY INC DEL CL B NEW 11,052.0 $5.5M 1.28% +1K +13.5% $500.39
9 JPMORGAN ULTRA-SHORT INCOME ETF 108,737.0 $5.5M 1.27% +4K +4.3% $50.57
10 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 147,029.0 $5.4M 1.25% +3K +2.2% $36.84 +4.2%
11 DFLV DIMENSIONAL US LARGE CAP VALUE ETF 133,859.0 $5.3M 1.23% +5K +4.0% $39.54 +6.2%
12 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 56,214.0 $4.8M 1.11% +323.0 +0.6% $85.49 +3.1%
13 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 87,994.0 $4.6M 1.07% +2K +2.8% $52.41 -0.3%
14 VO VANGUARD MID-CAP ETF 55,041.0 $4.4M 1.03% +41K +284.5% $80.57 +2.8%
15 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 40,505.0 $4.1M 0.96% +3K +7.0% $102.30 -3.9%
16 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 86,245.0 $3.9M 0.90% +4K +5.1% $44.85 +2.3%
17 GLD SPDR GOLD SHARES Financial Services 9,846.0 $3.6M 0.84% +400.0 +4.2% $368.38 +16.2%
18 VUG VANGUARD GROWTH ETF 40,643.0 $3.5M 0.81% +33K +461.3% $86.14 +1.5%
19 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 5,974.0 $2.9M 0.66% +106.0 +1.8% $477.57 -12.6%
20 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 26,335.0 $2.6M 0.61% +4K +19.2% $99.38 +0.0%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.7%
Financial Services 19.7%
Communication Services 11.8%
Consumer Cyclical 8.5%
Healthcare 2.7%
Industrials 2.7%
Real Estate 1.7%
Energy 1.3%
Consumer Defensive 1.3%
Utilities 0.4%