Avoid Fraud, Get The Facts, And Find The Best
Legal Name: GRADIENT CAPITAL ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 16, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
41,330 |
$12,182k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
312,219 |
$10,019k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
268,466 |
$8,250k |
|
|
VANGUARD MALVERN FDS (922020805)
|
146,143 |
$7,208k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
67,067 |
$5,411k |
|
|
Apple Inc (037833100)
|
26,259 |
$5,197k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
69,136 |
$4,853k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
62,402 |
$3,563k |
|
|
SCHWAB STRATEGIC T (808524862)
|
68,325 |
$3,457k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
54,891 |
$2,896k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
66,374 |
$2,768k |
|
|
VANGUARD INDEX FDS (922908637)
|
20,046 |
$2,701k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
57,413 |
$2,551k |
|
|
W P CAREY INC (92936U109)
|
30,168 |
$2,449k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
15,144 |
$2,372k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
8,547 |
$2,301k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
40,243 |
$2,133k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
39,912 |
$2,011k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
16,826 |
$1,881k |
|
|
ISHARES (464288646)
|
35,066 |
$1,874k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
25,323 |
$1,810k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
30,084 |
$1,775k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
10,529 |
$1,760k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
10,148 |
$1,658k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
27,561 |
$1,375k |
|
|
Facebook Inc (30303M102)
|
7,028 |
$1,356k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
16,807 |
$1,353k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
9,921 |
$1,295k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
5,824 |
$1,242k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
17,291 |
$1,220k |
|
|
SPDR SERIES TRUST (78464A474)
|
37,700 |
$1,160k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
23,902 |
$1,017k |
|
|
JOHNSON & JOHNSON (478160104)
|
7,136 |
$994k |
|
|
MICROSOFT CORP (594918104)
|
7,348 |
$984k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
10,679 |
$933k |
|
|
DISNEY WALT CO (254687106)
|
6,501 |
$908k |
|
|
ISHARES (464287242)
|
6,497 |
$808k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
7,234 |
$806k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
14,299 |
$803k |
|
|
ISHARES (46429B747)
|
7,642 |
$769k |
|
|
Boeing Co/The (097023105)
|
2,103 |
$766k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
13,046 |
$758k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
14,345 |
$731k |
|
|
Lockheed Martin Corp (539830109)
|
2,003 |
$728k |
|
|
ISHARES TR (46434V613)
|
13,255 |
$685k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
4,960 |
$661k |
|
|
ISHARES INC (464286343)
|
30,732 |
$620k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,749 |
$607k |
|
|
SPDR SERIES TRUST (78464A284)
|
9,820 |
$574k |
|
|
INTEL CORP (458140100)
|
11,599 |
$555k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
9,753 |
$549k |
|
|
Bank of America Corp. (060505104)
|
18,246 |
$529k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
4,636 |
$514k |
|
|
ALPHABET INC (02079K305)
|
472 |
$511k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
9,370 |
$497k |
|
|
WISDOMTREE TR (97717W109)
|
4,927 |
$479k |
|
|
ISHARES TR (464287176)
|
4,109 |
$475k |
|
|
VANGUARD GROUP (921908844)
|
3,855 |
$444k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
7,135 |
$438k |
|
|
LAM RESEARCH CORP (512807108)
|
2,209 |
$415k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
7,430 |
$409k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
2,296 |
$399k |
|
|
ISHARES FLT (46429B655)
|
7,840 |
$399k |
|
|
ISHARES (464287465)
|
5,953 |
$391k |
|
|
HOME DEPOT INC (437076102)
|
1,813 |
$377k |
|
|
Chevron Corp (166764100)
|
2,978 |
$371k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,275 |
$369k |
|
|
PGIM GLOBAL HIGH YIELD FUND INC (69346J106)
|
24,271 |
$351k |
|
|
Netflix Inc (64110L106)
|
889 |
$327k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,713 |
$316k |
|
|
S&P WRLD EX US (78463X889)
|
10,601 |
$314k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
11,926 |
$313k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
9,522 |
$311k |
|
|
Amazon.com Inc (023135106)
|
163 |
$309k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
14,660 |
$309k |
|
|
PIMCO ETF TR (72201R783)
|
2,918 |
$293k |
|
|
QUALCOMM INC (747525103)
|
3,774 |
$287k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,437 |
$279k |
|
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
9,938 |
$271k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,659 |
$258k |
|
|
BROADCOM INC (11135F101)
|
897 |
$258k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
3,105 |
$258k |
|
|
Alphabet Inc (02079K107)
|
227 |
$245k |
|
|
ISHARES TR (464288117)
|
4,716 |
$240k |
|
|
STARBUCKS CORP (855244109)
|
2,754 |
$231k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
8,384 |
$225k |
|
|
ISHARES TR (464288687)
|
5,850 |
$216k |
|
|
Intuit Inc (461202103)
|
779 |
$204k |
|
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