Gradient Capital Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$302M
Signature - Title
Timothy Sagawa - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Gradient Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gradient Capital Advisors, LLC reported 148 stock holdings with total value $302M as of Q3 2024. Top holdings included IVV, AAPL, SPDW, VCSH, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 148 $302M +$13.7M -$6.8M +$6.91M IVV, AAPL, SPDW, VCSH, SCHF 13F-HR 10/16/2024, 01:08 PM
Q2 2024 140 $280M +$9.97M -$6.08M +$3.9M IVV, AAPL, VCSH, SPDW, SCHF 13F-HR 7/19/2024, 06:12 PM
Q1 2024 139 $272M +$7.54M -$9.82M -$2.27M IVV, AAPL, SPDW, SCHF, VCSH 13F-HR 4/17/2024, 04:48 PM
Q4 2023 142 $263M +$7.32M -$7.04M +$278K IVV, AAPL, SCHF, SPDW, SCHM 13F-HR 1/31/2024, 08:33 PM
Q3 2023 136 $239M +$5.79M -$6.67M -$883K IVV, AAPL, SCHF, SPDW, TSLA 13F-HR 10/24/2023, 07:05 PM
Q2 2023 139 $249M +$4.95M -$3.91M +$1.04M IVV, AAPL, SCHF, SPDW, TSLA 13F-HR 7/18/2023, 06:33 PM
Q1 2023 138 $235M +$5.12M -$5.19M -$64.8K IVV, AAPL, SCHF, SPDW, VTIP 13F-HR 4/17/2023, 07:40 PM
Q4 2022 133 $220M +$9.25M -$7.41M +$1.84M IVV, AAPL, SCHF, VTIP, SPDW 13F-HR 2/3/2023, 05:31 PM
Q3 2022 129 $209M +$25.1M -$6.79M +$18.3M IVV, AAPL, VTIP, TSLA, SCHF 13F-HR 11/4/2022, 06:15 PM
Q2 2022 112 $208M +$16.5M -$10.9M +$5.66M IVV, AAPL, VTIP, SCHF, JPST 13F-HR 7/15/2022, 05:53 PM
Q1 2022 123 $236M +$18.9M -$7.05M +$11.8M IVV, AAPL, VTIP, JPST, TSLA 13F-HR 4/29/2022, 01:54 PM
Q4 2021 121 $240M +$9.19M -$2.72M +$6.48M IVV, AAPL, JPST, VTIP, TSLA 13F-HR 1/31/2022, 04:38 PM
Q3 2021 118 $218M +$9.08M -$3.8M +$5.28M IVV, AAPL, JPST, VTIP, SCHF 13F-HR 11/1/2021, 08:52 PM
Q2 2021 118 $213M +$15.9M -$1.68M +$14.3M IVV, AAPL, JPST, VTIP, SCHF 13F-HR 8/2/2021, 05:11 PM
Q1 2021 106 $189M +$12.1M -$3.94M +$8.18M IVV, JPST, AAPL, VTIP, SCHF 13F-HR 4/21/2021, 01:17 PM
Q4 2020 100 $175M +$6.58M -$9.51M -$2.93M IVV, AAPL, JPST, SCHF, VTIP 13F-HR 1/19/2021, 08:15 PM
Q3 2020 94 $160M +$20.3M -$7.58M +$12.7M IVV, AAPL, JPST, SCHF, VTIP 13F-HR 10/21/2020, 01:30 PM
Q2 2020 94 $148M +$11.9M -$6.99M +$4.86M IVV, AAPL, SCHF, VTIP, JPST 13F-HR 7/27/2020, 06:34 PM
Q1 2020 86 $123M +$13.2M -$10.7M +$2.48M IVV, SCHF, AAPL, VTIP, FLRN 13F-HR 4/22/2020, 10:54 AM
Q4 2019 92 $144M +$6.25M -$3.77M +$2.48M IVV, SCHF, FLRN, AAPL, VTIP 13F-HR 1/15/2020, 05:46 PM
Q3 2019 87 $134M +$5.7M -$3.39M +$2.31M IVV, SCHF, FLRN, VTIP, AAPL 13F-HR 10/21/2019, 05:57 PM
Q2 2019 88 $130M +$5.66M -$4M +$1.66M IVV, SCHF, FLRN, VTIP, VCSH 13F-HR 7/16/2019, 12:15 PM
Q1 2019 87 $125M +$3.62M -$4.8M -$1.18M IVV, SCHF, FLRN, VTIP, VCSH 13F-HR 4/16/2019, 02:07 PM
Q4 2018 86 $116M +$14.2M -$5.22M +$9M IVV, SCHF, FLRN, VTIP, VCSH 13F-HR 1/29/2019, 07:35 PM
Q3 2018 86 $118M +$11M -$3.16M +$7.86M IVV, SCHF, VTIP, FLRN, VCSH 13F-HR 11/5/2018, 08:21 PM
Q2 2018 83 $107M +$13M -$6.87M +$6.12M IVV, SCHF, VTIP, VCSH, AAPL 13F-HR 7/25/2018, 08:56 PM
Q1 2018 79 $100M +$7.18M -$3.52M +$3.67M IVV, SCHF, VTIP, VCSH, SCHX 13F-HR 4/20/2018, 01:33 PM
Q4 2017 78 $97.6M $0 $0 IVV, SCHF, VTIP, VCSH, AAPL 13F-HR 2/12/2018, 11:33 AM