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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | 51 | $1,225,937 | 16,135 | 0.00 | 0.58 | -2,963 | -15.51 | 03-31-2024 |
| JOHNSON & JOHNSON COM | Stock | 52 | $1,176,098 | 7,435 | 0.00 | 0.62 | -804 | -9.76 | 03-31-2024 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 53 | $1,129,206 | 12,050 | 0.00 | 0.89 | -14,302 | -54.27 | 03-31-2024 |
| VANGUARD VALUE ETF | ETF | 54 | $1,118,225 | 6,866 | 0.00 | 0.69 | -4,232 | -38.13 | 03-31-2024 |
