Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRADIENT CAPITAL ADVISORS LLC | 04-17-2024 | 03-31-2024 | 139 | 272,385,264 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 1 | $27,420,976 | 52,158 | 0.01 | 10.23 | -1,066 | -2.00 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $15,213,912 | 88,721 | 0.01 | 7.52 | -12,919 | -12.71 | 03-31-2024 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 3 | $10,416,323 | 290,634 | 0.00 | 2.75 | 101,382 | 53.57 | 03-31-2024 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | 4 | $10,042,215 | 257,361 | 0.00 | 4.03 | -1,789 | -0.69 | 03-31-2024 |
