Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
11
1
1
GRADIENT CAPITAL ADVISORS LLC

Time Period2018-12-31

Total Holdings87

Total Value ($x1000)115,758
Activities
New4

Increased48

Unchanged11

Decreased24

Sold Out4

Top 10 Stock Holdingstotal 51.62%
IVV9.37

SCHF7.96

FLRN7.22

VTIP6.61

VCSH4.94

 
SCHX4.31

AAPL3.45

WPC2.95

SCHM2.63

VXUS2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.37%
CORE S&P500 ETF
SCHF
7.96%
INTL EQTY ETF
FLRN
7.22%
INV GRD FLT RT
VTIP
6.61%
STRM INFPROIDX
VCSH
4.94%
SHRT TRM CORP BD
SCHX
4.31%
US LRG CAP ETF
AAPL
3.45%
COM
WPC
2.95%
COM
SCHM
2.63%
US MID-CAP ETF
VXUS
2.18%
VG TL INTL STK F
VV
1.99%
LARGE CAP ETF
VEA
1.91%
FTSE DEV MKT ETF
SCHZ
1.77%
US AGGREGATE B
JPST
1.75%
ULTRA SHRT INC
VB
1.74%
SMALL CP ETF
VOO
1.73%
SHS
SCHH
1.71%
US REIT ETF
SCHA
1.64%
US SML CAP ETF
SCHO
1.54%
SHT TM US TRES
VNQI
1.29%
GLB EX US ETF
BSV
1.24%
SHORT TRM BOND
VO
1.21%
MID CAP ETF
JPM
1.1%
COM
VUG
1.04%
GROWTH ETF
CSJ
1%
1-3 YR CR BD ETF
BRK.B
0.96%
CL B NEW
RWO
0.94%
DJ GLB RL ES ETF
VBR
0.92%
SM CP VAL ETF
SCHB
0.92%
US BRD MKT ETF
JNJ
0.81%
COM
FB
0.79%
CL A
VNQ
0.71%
REIT ETF
VWO
0.7%
FTSE EMR MKT ETF
AGG
0.7%
CORE TOTUSBD ETF
GLD
0.68%
GOLD SHS
SCHV
0.68%
US LCAP VA ETF
XLP
0.65%
SBI CONS STPLS
LQD
0.59%
IBOXX INV CP ETF
IUSB
0.56%
CORE TL USD BD
VEU
0.56%
ALLWRLD EX US
SCPB
0.51%
BARC SHT TR CP
TIP
0.5%
TIPS BD ETF
FILL
0.49%
GLB ENR PROD ETF
IJR
0.48%
CORE S&P SCP ETF
MSFT
0.48%
COM
HYMB
0.48%
NUV HGHYLD MUN
SCHD
0.45%
US DIVIDEND EQ
SCHP
0.45%
US TIPS ETF
INTC
0.44%
COM
BA
0.44%
COM
IWB
0.43%
RUS 1000 ETF
GOOGL
0.41%
CAP STK CL A
BAC
0.39%
COM
DTD
0.36%
TOTAL DIVID FD
STIP
0.35%
0-5 YR TIPS ETF
FLOT
0.34%
FLTG RATE BD ETF
VHT
0.33%
HEALTH CAR ETF
EFA
0.32%
MSCI EAFE ETF
BSCJ
0.31%
BULSHS 2019 CB
VTV
0.3%
VALUE ETF
SJNK
0.3%
SHT TRM HGH YLD
SPLV
0.3%
S&P500 LOW VOL
CVX
0.29%
COM
HD
0.29%
COM
IEFA
0.29%
CORE MSCI EAFE
IVE
0.28%
S&P 500 VAL ETF
IWM
0.27%
RUSSELL 2000 ETF
GHY
0.27%
COM
ICF
0.27%
COHEN&STEER REIT
LRCX
0.24%
COM
CMF
0.24%
CALI AMT-FRE ETF
HYS
0.24%
0-5 HIGH YIELD
VIG
0.24%
DIV APP ETF
BND
0.22%
TOTAL BND MRKT
GILD
0.22%
COM
QCOM
0.22%
COM
SCHE
0.22%
EMRG MKTEQ ETF
NFLX
0.21%
COM
IJH
0.21%
CORE S&P MCP ETF
AMZN
0.2%
COM
IGOV
0.2%
INTL TREA BD ETF
GOOG
0.2%
CAP STK CL C
PWZ
0.19%
CALIF AMT MUN
SCHC
0.19%
INTL SCEQT ETF
DIS
0.18%
COM DISNEY
SBUX
0.18%
COM
AMZN
0.13%
CALL
BSCI
1.25%
BULSHS2018 COR
SHM
0.27%
NUVN BR SHT MUNI
SLYV
0.22%
S&P 600 SMCP VAL
MS
0.18%
COM NEW