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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
7
0
0
1
0
0
13
1
1
GRADIENT CAPITAL ADVISORS LLC

Time Period2019-03-31

Total Holdings87

Total Value ($x1000)125,420
Activities
New2

Increased35

Unchanged19

Decreased31

Sold Out2

Top 10 Stock Holdingstotal 49.5%
IVV9.18

SCHF7.85

FLRN6.7

VTIP5.91

VCSH4.48

 
SCHX4.16

AAPL3.88

SCHM2.71

WPC2.42

VXUS2.21

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.18%
CORE S&P500 ETF
SCHF
7.85%
INTL EQTY ETF
FLRN
6.7%
INV GRD FLT RT
VTIP
5.91%
STRM INFPROIDX
VCSH
4.48%
SHRT TRM CORP BD
SCHX
4.16%
US LRG CAP ETF
AAPL
3.88%
COM
SCHM
2.71%
US MID-CAP ETF
WPC
2.42%
COM
VXUS
2.21%
VG TL INTL STK F
VEA
2.14%
FTSE DEV MKT ETF
VV
2.08%
LARGE CAP ETF
SCHH
1.92%
US REIT ETF
SCHO
1.88%
SHT TM US TRES
VB
1.85%
SMALL CP ETF
VOO
1.83%
SHS
JPST
1.75%
ULTRA SHRT INC
SCHZ
1.66%
US AGGREGATE B
SCHA
1.54%
US SML CAP ETF
VO
1.39%
MID CAP ETF
VNQI
1.36%
GLB EX US ETF
CSJ
1.31%
1-3 YR CR BD ETF
VUG
1.21%
GROWTH ETF
JPM
1.12%
COM
BSV
1.1%
SHORT TRM BOND
RWO
1.08%
DJ GLB RL ES ETF
FB
0.95%
CL A
VBR
0.95%
SM CP VAL ETF
SCHB
0.94%
US BRD MKT ETF
BRK.B
0.92%
CL B NEW
VWO
0.82%
FTSE EMR MKT ETF
JNJ
0.81%
COM
VNQ
0.79%
REIT ETF
SCHV
0.66%
US LCAP VA ETF
XLP
0.66%
SBI CONS STPLS
AGG
0.66%
CORE TOTUSBD ETF
MSFT
0.65%
COM
VEU
0.58%
ALLWRLD EX US
SCPB
0.58%
BARC SHT TR CP
LQD
0.55%
IBOXX INV CP ETF
BA
0.55%
COM
IUSB
0.54%
CORE TL USD BD
FILL
0.51%
GLB ENR PROD ETF
GLD
0.48%
GOLD SHS
IJR
0.48%
CORE S&P SCP ETF
INTC
0.46%
COM
HYMB
0.45%
NUV HGHYLD MUN
IWB
0.45%
RUS 1000 ETF
SCHD
0.45%
US DIVIDEND EQ
GOOGL
0.44%
CAP STK CL A
STIP
0.44%
0-5 YR TIPS ETF
SCHP
0.43%
US TIPS ETF
BAC
0.4%
COM
VTV
0.4%
VALUE ETF
TIP
0.39%
TIPS BD ETF
DTD
0.37%
TOTAL DIVID FD
IEFA
0.35%
CORE MSCI EAFE
VHT
0.33%
HEALTH CAR ETF
FLOT
0.32%
FLTG RATE BD ETF
LRCX
0.31%
COM
SPLV
0.31%
S&P500 LOW VOL
CVX
0.31%
COM
EFA
0.31%
MSCI EAFE ETF
VIG
0.3%
DIV APP ETF
HD
0.29%
COM
ICF
0.29%
COHEN&STEER REIT
IVE
0.29%
S&P 500 VAL ETF
BSCJ
0.28%
BULSHS 2019 CB
GHY
0.27%
COM
NFLX
0.25%
COM
SJNK
0.25%
SHT TRM HGH YLD
HYS
0.23%
0-5 HIGH YIELD
AMZN
0.23%
COM
SCHC
0.22%
INTL SCEQT ETF
IJH
0.22%
CORE S&P MCP ETF
GOOG
0.21%
CAP STK CL C
BND
0.21%
TOTAL BND MRKT
SCHE
0.21%
EMRG MKTEQ ETF
IWM
0.2%
RUSSELL 2000 ETF
SBUX
0.19%
COM
IGOV
0.18%
INTL TREA BD ETF
PWZ
0.18%
CALIF AMT MUN
GILD
0.17%
COM
QCOM
0.17%
COM
DIS
0.17%
COM DISNEY
AVGO
0.16%
COM
INTU
0.16%
COM
CMF
0.24%
CALI AMT-FRE ETF
AMZN
0.13%
CALL