Gradient Capital Advisors, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Timothy Sagawa - Chief Compliance Officer
Location
San Diego, CA
Holdings as of
December 31, 2024
Value $
$310M
Num holdings
152
Date filed
1/29/2025, 01:21 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, AAPL, VCSH, SPDW, and TSLA.
Previous filing
Q3 2024 - Oct 16, 2024
Next filing
Q1 2025 - May 5, 2025
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Timothy Sagawa Chief Compliance Officer San Diego, California 1/29/2025