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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO COM | Stock | 101 | $463,662 | 3,789 | 0.00 | 0.28 | -1,019 | -21.19 | 03-31-2024 |
| NETFLIX INC COM | Stock | 102 | $461,571 | 760 | 0.00 | 0.13 | -52 | -6.40 | 03-31-2024 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | ETF | 103 | $459,886 | 21,490 | 0.00 | 21,490 | +Inf | 03-31-2024 | |
| WISDOMTREE U.S. TOTAL DIVIDEND FUND | ETF | 104 | $448,082 | 6,336 | 0.00 | 0.21 | -1,350 | -17.56 | 03-31-2024 |
