Fund HoldingsGradient Capital Advisors, LLC

Total Portfolio Value
$431.78M
Total Bought
$21.88M
Total Sold
$32.04M
Net Transaction
-$10.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES CORE S&P 500 ETF052,370+52,370039,2209.08%+39,220
APPLE INC COM(AAPL)071,073+71,073020,5664.76%+20,566
LAM RESEARCH CORP COM NEW(LRCX)20,60715,624-4,9834,4036,7711.57%+2,368
ALPHABET INC CAP STK CL A(GOOG)026,189+26,18909,3592.17%+9,359
ADVANCED MICRO DEVICES INC COM(AMD)04,766+4,76602,7690.64%+2,769
SCHWAB U.S. MID-CAP ETF309,690300,477-9,2139,58811,0792.57%+1,491
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
315,068309,462-5,60614,38315,5943.61%+1,211
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
37,85340,505+2,6522,9784,1440.96%+1,166
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
EMERGING MKTS CO
229,480222,157-7,3237,9299,0282.09%+1,100
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
SHOR DUR FIX ETF
233,695257,184+23,48911,18912,2812.84%+1,091
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
GLOB CO PLUS ETF
217,002234,833+17,83111,71612,7892.96%+1,073
DIMENSIONAL US SMALL CAP VALUE ETF
US SMALL CAP ETF
203,594209,792+6,1987,1348,1381.88%+1,004
VANGUARD LARGE-CAP ETF024,826+24,82608,5381.98%+8,538
SCHWAB INTERNATIONAL EQUITY ETF435,148424,587-10,56110,77011,7612.72%+991
CISCO SYS INC COM(CSCO)024,408+24,40802,8670.66%+2,867
SCHWAB U.S. LARGE-CAP ETF0259,820+259,82007,6471.77%+7,647
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)5,8685,974+1061,9832,8530.66%+870
BERKSHIRE HATHAWAY INC DEL CL B NEW011,052+11,05205,5301.28%+5,530
MICRON TECHNOLOGY INC COM(MU)1,0691,053-163611,2150.28%+854
NVIDIA CORPORATION COM(NVDA)032,307+32,30706,4641.50%+6,464
VANGUARD FTSE DEVELOPED MARKETS ETF114,961114,282-6797,3678,1431.89%+776
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
125,919124,809-1,1106,1026,8661.59%+764
JPMORGAN CHASE & CO COM(JPM)022,691+22,69107,4271.72%+7,427
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
138,540134,622-3,9188,6529,4102.18%+758
DIMENSIONAL US LARGE CAP VALUE ETF
US LARG VALU ETF
128,656133,859+5,2034,5945,2931.23%+698
INTEL CORP COM(INTC)9,3017,938-1,3634101,1080.26%+698
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
214,197219,228+5,0315,0665,7351.33%+669
BROADCOM INC COM(AVGO)010,801+10,80104,0800.94%+4,080
VANGUARD S&P 500 ETF07,019+7,01904,8211.12%+4,821
INVESCO S&P 500 LOW VOLATILITY ETF120,936126,297+5,3613,8064,3451.01%+539
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
143,898147,029+3,1314,8885,4171.25%+528
AVANTIS U.S. MID CAP EQUITY ETF22,77627,007+4,2311,6452,1670.50%+522
EXXONMOBIL HOLDINGS CORP COM SHS03,698+3,69805060.12%+506
VANGUARD TOTAL INTERNATIONAL STOCK ETF056,214+56,21404,8061.11%+4,806
VANGUARD SMALL-CAP ETF12,94012,790-1503,3893,8770.90%+488
TESLA INC COM(TSLA)013,172+13,17205,5401.28%+5,540
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF161,880169,781+7,9018,0868,5281.98%+442
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
026,335+26,33502,6170.61%+2,617
CATERPILLAR INC COM(CAT)1,0561,044-127481,1120.26%+364
BANK OF NY MELLON CORP COM13,39513,347-481,5891,9300.45%+341
VANGUARD GROWTH ETF040,643+40,64303,5010.81%+3,501
FIRST EAGLE GLOBAL EQUITY ETF
FIRST EAGLE GBL
06,829+6,82903340.08%+334
VANGUARD MID-CAP ETF055,041+55,04104,4351.03%+4,435
APPLIED MATLS INC COM819802-172805800.13%+300
ISHARES RUSSELL 2000 ETF05,584+5,58401,6780.39%+1,678
VANGUARD VALUE ETF11,26711,486+2192,2102,5030.58%+293
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
056,704+56,70402,2800.53%+2,280
SCHWAB U.S. BROAD MARKET ETF069,938+69,93802,0250.47%+2,025
CROWDSTRIKE HLDGS INC CL A(CRWD)0362+36202760.06%+276
AMAZON COM INC COM(AMZN)09,845+9,84502,3460.54%+2,346
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
176,181180,069+3,88813,96614,2313.30%+265
QUALCOMM INC COM(QCOM)04,978+4,97809200.21%+920
PALO ALTO NETWORKS INC COM(PANW)01,340+1,34004570.11%+457
GE VERNOVA INC COM(GEV)0193+19302270.05%+227
ISHARES IBONDS DEC 2035 TERM CORPORATE ETF
IBONDS DEC 2035
08,733+8,73302240.05%+224
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
0108,737+108,73705,4991.27%+5,499
DEERE & CO COM(DE)0350+35002220.05%+222
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF086,245+86,24503,8680.90%+3,868
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
02,058+2,05802100.05%+210
VANGUARD TOTAL STOCK MARKET ETF04,113+4,11301,5220.35%+1,522
NXP SEMICONDUCTORS N V COM
COM
0733+73302060.05%+206
FIRST EAGLE OVERSEAS EQUITY ETF
FIRS EAGL OV ETF
7,36010,796+3,4363715770.13%+205
INVESCO QQQ TRUST SERIES I01,356+1,35609980.23%+998
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
BULETSHS 2029
010,448+10,44801940.04%+194
ALPHABET INC CAP STK CL C(GOOG)02,775+2,77509800.23%+980
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
25,52426,013+4899921,1540.27%+162
VANGUARD SMALL CAP VALUE ETF09,495+9,49502,3070.53%+2,307
VANGUARD REAL ESTATE ETF019,152+19,15201,8470.43%+1,847
AVANTIS U.S. SMALL CAP VALUE ETF12,98112,667-3141,4341,5800.37%+146
SCHWAB U.S. SMALL-CAP ETF44,48139,787-4,6941,2931,4380.33%+144
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND020,332+20,33201,7030.39%+1,703
ISHARES S&P 500 GROWTH ETF05,352+5,35207360.17%+736
ISHARES U.S. TECHNOLOGY ETF01,760+1,76004440.10%+444
ISHARES CORE S&P SMALL CAP ETF6,3296,134-1957879100.21%+123
SCHWAB U.S. LARGE-CAP VALUE ETF037,645+37,64501,3100.30%+1,310
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
5,5348,553+3,0193394540.11%+115
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF087,994+87,99404,6121.07%+4,612
SCHWAB US DIVIDEND EQUITY ETF149,003147,747-1,2564,5714,6851.09%+114
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
02,856+2,85608540.20%+854
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
01,868+1,86803560.08%+356
WP CAREY INC COM(WPC)27,92527,790-1351,8981,9870.46%+89
SCHWAB U.S. REIT ETF039,899+39,89909450.22%+945
ISHARES MSCI JAPAN VALUE ETF
MSCI JP VALUE
10,34112,013+1,6724415280.12%+87
STATE STREET SPDR EURO STOXX 50 ETF
ST STR EU 50 ETF
015,216+15,21601,0450.24%+1,045
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
091,739+91,73903,6810.85%+3,681
VISA INC COM CL A(V)02,535+2,53508700.20%+870
ISHARES MICRO-CAP ETF1,5101,51002413020.07%+61
GOLDMAN SACHS GROUP INC COM(GS)0361+36103650.08%+365
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
5,3645,353-113804390.10%+58
BANK OF AMER CORP COM019,534+19,53401,1130.26%+1,113
VANGUARD HIGH DIVIDEND YIELD INDEX ETF5,3075,309+27868390.19%+53
ISHARES CORE S&P MID-CAP ETF5,4605,46003694210.10%+52
STARBUCKS CORP COM(SBUX)3,9643,970+63554060.09%+51
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
04,560+4,56004140.10%+414
ABBVIE INC COM(ABBV)01,411+1,41103550.08%+355
VANGUARD DIVIDEND APPRECIATION ETF04,680+4,68001,1070.26%+1,107
AVANTIS U.S. LARGE CAP VALUE ETF3,8923,963+713143610.08%+48
CITIZENS FINL GROUP INC COM(CFG)4,5754,57502743210.07%+46
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
CALIF MUN BD ETF
5,3866,254+8682683140.07%+45
SCHWAB EMERGING MARKETS EQUITY ETF14,40014,300-1004745190.12%+44
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