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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 16,915.0 $435K 0.10% +582.0 +3.6% $25.75 -1.3%
42 BA BOEING CO COM Industrials 1,768.0 $383K 0.09% +23.0 +1.3% $216.51 -2.3%
43 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 3,963.0 $361K 0.08% +71.0 +1.8% $91.21 +3.8%
44 DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF 6,254.0 $314K 0.07% +868.0 +16.1% $50.18 -1.4%
45 INTU INTUIT COM Technology 1,176.0 $307K 0.07% +244.0 +26.2% $260.91 +31.7%
46 SCHO SCHWAB SHORT-TERM US TREASURY ETF 11,954.0 $289K 0.07% +581.0 +5.1% $24.14 -0.1%
47 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 475.0 $248K 0.06% +12.0 +2.6% $522.78 +2.1%
48 JPMORGAN SHORT DURATION CORE PLUS ETF 4,478.0 $211K 0.05% +183.0 +4.3% $47.14
Page 3 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%