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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
8
0
0
1
0
0
12
1
1
GRADIENT CAPITAL ADVISORS LLC

Time Period2019-06-30

Total Holdings88

Total Value ($x1000)130,169
Activities
New3

Increased35

Unchanged16

Decreased34

Sold Out2

Top 10 Stock Holdingstotal 48.44%
IVV9.36

SCHF7.7

FLRN6.34

VTIP5.54

VCSH4.16

 
AAPL3.99

SCHX3.73

SCHM2.74

SCHO2.66

VXUS2.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.36%
CORE S&P500 ETF
SCHF
7.7%
INTL EQTY ETF
FLRN
6.34%
INV GRD FLT RT
VTIP
5.54%
STRM INFPROIDX
VCSH
4.16%
SHRT TRM CORP BD
AAPL
3.99%
COM
SCHX
3.73%
US LRG CAP ETF
SCHM
2.74%
US MID-CAP ETF
SCHO
2.66%
SHT TM US TRES
VXUS
2.22%
VG TL INTL STK F
VEA
2.13%
FTSE DEV MKT ETF
VV
2.07%
LARGE CAP ETF
SCHH
1.96%
US REIT ETF
WPC
1.88%
COM
VB
1.82%
SMALL CP ETF
VOO
1.77%
SHS
SCHZ
1.64%
US AGGREGATE B
JPST
1.54%
ULTRA SHRT INC
JPM
1.45%
COM
CSJ
1.44%
1-3 YR CR BD ETF
SCHA
1.39%
US SML CAP ETF
VNQI
1.36%
GLB EX US ETF
VO
1.35%
MID CAP ETF
VUG
1.27%
GROWTH ETF
RWO
1.06%
DJ GLB RL ES ETF
FB
1.04%
CL A
BSV
1.04%
SHORT TRM BOND
VBR
0.99%
SM CP VAL ETF
BRK.B
0.95%
CL B NEW
SCHB
0.94%
US BRD MKT ETF
SCPB
0.89%
BARC SHT TR CP
VWO
0.78%
FTSE EMR MKT ETF
JNJ
0.76%
COM
MSFT
0.76%
COM
VNQ
0.72%
REIT ETF
DIS
0.7%
COM DISNEY
LQD
0.62%
IBOXX INV CP ETF
AGG
0.62%
CORE TOTUSBD ETF
SCHV
0.62%
US LCAP VA ETF
STIP
0.59%
0-5 YR TIPS ETF
BA
0.59%
COM
XLP
0.58%
SBI CONS STPLS
VEU
0.56%
ALLWRLD EX US
LMT
0.56%
COM
IUSB
0.53%
CORE TL USD BD
GLD
0.51%
GOLD SHS
FILL
0.48%
GLB ENR PROD ETF
IJR
0.47%
CORE S&P SCP ETF
HYMB
0.44%
NUV HGHYLD MUN
INTC
0.43%
COM
SCHP
0.42%
US TIPS ETF
BAC
0.41%
COM
VTV
0.39%
VALUE ETF
GOOGL
0.39%
CAP STK CL A
SCHD
0.38%
US DIVIDEND EQ
DTD
0.37%
TOTAL DIVID FD
TIP
0.36%
TIPS BD ETF
VIG
0.34%
DIV APP ETF
IEFA
0.34%
CORE MSCI EAFE
LRCX
0.32%
COM
SPLV
0.31%
S&P500 LOW VOL
VHT
0.31%
HEALTH CAR ETF
FLOT
0.31%
FLTG RATE BD ETF
EFA
0.3%
MSCI EAFE ETF
HD
0.29%
COM
CVX
0.29%
COM
ICF
0.28%
COHEN&STEER REIT
GHY
0.27%
COM
NFLX
0.25%
COM
IVE
0.24%
S&P 500 VAL ETF
GWL
0.24%
S&P WRLD EX US
SCHE
0.24%
EMRG MKTEQ ETF
SCHC
0.24%
INTL SCEQT ETF
AMZN
0.24%
COM
BSCJ
0.24%
BULSHS 2019 CB
HYS
0.23%
0-5 HIGH YIELD
QCOM
0.22%
COM
IJH
0.21%
CORE S&P MCP ETF
SJNK
0.21%
SHT TRM HGH YLD
AVGO
0.2%
COM
IWM
0.2%
RUSSELL 2000 ETF
BND
0.2%
TOTAL BND MRKT
GOOG
0.19%
CAP STK CL C
IGOV
0.18%
INTL TREA BD ETF
SBUX
0.18%
COM
PWZ
0.17%
CALIF AMT MUN
PFF
0.17%
U.S. PFD STK ETF
INTU
0.16%
COM
IWB
0.45%
RUS 1000 ETF
GILD
0.17%
COM