Gradient Capital Advisors, LLC

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CIK 1727917

13F portfolio (2026-Q1)

$386M

Positions

177

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

177

Top 5

24.1%

Top 10

36.6%

Effective N

43.0

HHI

0.023

This quarter

6 new · 0 exit →

By sector

Unclassified74.8%

Information Technology10.6%

Financials4.4%

Communication Services3.3%

Consumer Discretionary2.7%

Industrials1.9%

Health Care0.9%

Energy0.7%

Other0.8%

By market cap

Unknown75.3%

Mega (>$200B)21.8%

Large ($10–200B)2.8%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other74.8%

North America24.7%

Asia-Pacific0.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	76.02%	114
Technology Hardware & Equipment	5.38%	4
Semiconductors & Semiconductor Equipment	3.41%	7
Software & IT Services	3.03%	3
Banks	2.67%	6
Software	1.65%	5
Machinery	1.34%	2
Automobiles & Components	1.31%	1
Specialty Retail	1.13%	5
Pharmaceuticals & Biotechnology	0.86%	6
Oil, Gas & Consumable Fuels	0.66%	2
Equity Real Estate Investment Trusts (REITs)	0.49%	1
Aerospace & Defense	0.42%	3
Capital Markets	0.32%	3
Commercial Services & Supplies	0.27%	2
Hotels, Restaurants & Leisure	0.21%	3
Communications Equipment	0.17%	1
Media & Entertainment	0.17%	1
Utilities	0.13%	2
Metals & Mining	0.10%	2
Airlines	0.09%	1
Entertainment	0.07%	1
Chemicals	0.07%	1
Health Care Equipment & Supplies	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	8.96%
2	AAPL	Apple Inc.	Information Technology	4.71%
3	SPDW	SPDR INDEX SHS FDS	Unclassified	3.73%
4	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	3.62%
5	DFGP	DIMENSIONAL ETF TRUST	Unclassified	3.04%
6	DFSD	DIMENSIONAL ETF TRUST	Unclassified	2.90%
7	SCHF	SCHWAB STRATEGIC TR	Unclassified	2.79%
8	SCHM	SCHWAB STRATEGIC TR	Unclassified	2.49%
9	DFAT	DIMENSIONAL ETF TRUST	Unclassified	2.24%
10	VTIP	VANGUARD MALVERN FDS	Unclassified	2.10%

64/177 names classified · sector 25.2% of weight · industry 24.0% · mkt cap 24.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyAAPL, MSFT, QCOM, NVDA, AVGO · other

FinancialsJPM, BRK.B, BAC, V, BNY · other

Consumer DiscretionaryTSLA, AMZN, HD, LULU, COST · other

Communication ServicesMETA, GOOGL, DIS, NFLX, VZ · other

IndustrialsLRCX, LMT, BA, CAT, ACN · other

Health CareJNJ, AMGN, PFE, GILD, TDOC · other

Real Estate

EnergyCVX, XOM

MaterialsPG, NEM, NKE, URG

UtilitiesCEG, SO

UnclassifiedIVV, SCHF, VTIP, VCSH, FLRN · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 25.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 23% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (58 classified)Gradient Capital Advisors, LLC centroid (Large Core)

Information TechnologyCommunication ServicesFinancialsConsumer DiscretionaryIndustrialsHealth CareEnergyMaterialsUtilities

Style box summary for Gradient Capital Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 13.7%, Large Core 7.1%, Large Value 1.8%.

Classified: 22.9% of book weight (58/177 names) · unclassified 77.1%: IVV, SPDW, VCSH, DFGP, DFSD, SCHF, SCHM, DFAT, VTIP, DFEM +109 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	52,890	$35M	9.0%	HOLD
2	AAPLAPPLE INC	71,602	$18M	4.7%	HOLD
3	SPDWSPDR INDEX SHS FDS	315,068	$14M	3.7%	TRIM −2%
4	VCSHVANGUARD SCOTTSDALE FDS	176,181	$14M	3.6%	ADD 2%
5	DFGPDIMENSIONAL ETF TRUST	217,002	$12M	3.0%	ADD 32%
6	DFSDDIMENSIONAL ETF TRUST	233,695	$11M	2.9%	ADD 4%
7	SCHFSCHWAB STRATEGIC TR	435,148	$11M	2.8%	TRIM −3%
8	SCHMSCHWAB STRATEGIC TR	309,690	$10M	2.5%	HOLD
9	DFATDIMENSIONAL ETF TRUST	138,540	$9M	2.2%	HOLD
10	VTIPVANGUARD MALVERN FDS	161,880	$8M	2.1%	ADD 6%
11	DFEMDIMENSIONAL ETF TRUST	229,480	$8M	2.1%	HOLD
12	VVVANGUARD INDEX FDS	25,213	$8M	2.0%	HOLD
13	VEAVANGUARD TAX-MANAGED FDS	114,961	$7M	1.9%	HOLD
14	GOOGLALPHABET INC	25,073	$7M	1.9%	ADD 4%
15	DFSVDIMENSIONAL ETF TRUST	203,594	$7M	1.8%	ADD 3%
16	SCHXSCHWAB U.S. LARGE-CAP ETF	261,172	$7M	1.7%	HOLD
17	JPMJPMORGAN CHASE & CO	22,672	$7M	1.7%	HOLD
18	DFUVDIMENSIONAL ETF TRUST	125,919	$6M	1.6%	TRIM −3%
19	NVDANVIDIA CORPORATION	32,507	$6M	1.5%	HOLD
20	JPSTJ P MORGAN EXCHANGE TRADED F	104,256	$5M	1.4%	TRIM −6%
21	MSFTMICROSOFT CORP	14,016	$5M	1.3%	TRIM −3%
22	DFARDIMENSIONAL ETF TRUST	214,197	$5M	1.3%	ADD 4%
23	TSLATESLA INC	13,602	$5M	1.3%	TRIM −11%
24	DFAXDIMENSIONAL ETF TRUST	143,898	$5M	1.3%	HOLD
25	BRK.BBERKSHIRE HATHAWAY INC DEL	9,741	$5M	1.2%	ADD 2%
26	DFLVDIMENSIONAL ETF TRUST	128,656	$5M	1.2%	ADD 5%
27	SCHDSCHWAB STRATEGIC TR	149,003	$5M	1.2%	ADD 4%
28	IGSBISHARES TR	85,562	$4M	1.2%	HOLD
29	LRCXLAM RESEARCH CORP	20,607	$4M	1.1%	TRIM −4%
30	VXUSVANGUARD STAR FDS	55,891	$4M	1.1%	TRIM −4%
31	VOOVANGUARD INDEX FDS	7,027	$4M	1.1%	HOLD
32	VOVANGUARD INDEX FDS	14,315	$4M	1.1%	HOLD
33	GLDSPDR GOLD TR	9,446	$4M	1.1%	HOLD
34	METAMETA PLATFORMS INC	6,393	$4M	0.9%	TRIM −4%
35	VNQIVANGUARD INTL EQUITY INDEX F	82,029	$4M	0.9%	HOLD
36	DISVDIMENSIONAL ETF TRUST	91,295	$4M	0.9%	TRIM −4%
37	AVGOBROADCOM INC	11,131	$3M	0.9%	HOLD
38	VBVANGUARD INDEX FDS	12,940	$3M	0.9%	HOLD
39	VUGVANGUARD INDEX FDS	7,241	$3M	0.8%	TRIM −17%
40	EMXCISHARES INC	37,853	$3M	0.8%	NEW
41	GLDMWORLD GOLD TR	25,883	$2M	0.6%	TRIM −7%
42	VTVVANGUARD INDEX FDS	11,267	$2M	0.6%	ADD 2%
43	BILSSPDR SERIES TRUST	22,093	$2M	0.6%	TRIM −23%
44	VBRVANGUARD INDEX FDS	9,878	$2M	0.6%	TRIM −13%
45	AVDVAMERICAN CENTY ETF TR	21,489	$2M	0.6%	TRIM −2%
46	AMZNAMAZON COM INC	9,977	$2M	0.5%	HOLD
47	DFAEDIMENSIONAL ETF TRUST	58,748	$2M	0.5%	TRIM −6%
48	TSMTAIWAN SEMICONDUCTOR MFG LTD	5,868	$2M	0.5%	HOLD
49	CVXCHEVRON CORP NEW	9,242	$2M	0.5%	HOLD
50	WPCW. P. Carey Inc.	27,925	$2M	0.5%	HOLD
51	CSCOCISCO SYS INC	24,308	$2M	0.5%	HOLD
52	SCHBSCHWAB STRATEGIC TR	69,550	$2M	0.5%	HOLD
53	VNQVANGUARD INDEX FDS	19,131	$2M	0.4%	HOLD
54	AVMCAMERICAN CENTY ETF TR AVANTIS U S MID CAP EQUITY ETF	22,776	$2M	0.4%	ADD 13%
55	SLVISHARES SILVER TR	23,899	$2M	0.4%	TRIM −3%
56	BNYBANK NEW YORK MELLON CORP	13,395	$2M	0.4%	HOLD
57	VEUVANGUARD INTL EQUITY INDEX F	20,839	$2M	0.4%	TRIM −3%
58	AVUVAMERICAN CENTY ETF TR	12,981	$1M	0.4%	HOLD
59	IWMISHARES TR	5,584	$1M	0.4%	HOLD
60	JNJJOHNSON & JOHNSON	5,389	$1M	0.3%	HOLD
61	VTIVANGUARD INDEX FDS	4,095	$1M	0.3%	HOLD
62	SCHASCHWAB STRATEGIC TR	44,481	$1M	0.3%	TRIM −2%
63	SCHVSCHWAB STRATEGIC TR	39,148	$1M	0.3%	TRIM −8%
64	AMGNAMGEN INC	3,096	$1M	0.3%	HOLD
65	VIGVANGUARD SPECIALIZED FUNDS	4,926	$1M	0.3%	TRIM −11%
66	BACBANK AMERICA CORP	21,697	$1M	0.3%	HOLD
67	LMTLOCKHEED MARTIN CORP	1,733	$1M	0.3%	HOLD
68	AMDADVANCED MICRO DEVICES INC	4,910	$998,841	0.3%	TRIM −10%
69	SGOVISHARES TR	9,860	$992,539	0.3%	ADD 2%
70	DFACDIMENSIONAL ETF TRUST	25,524	$991,860	0.3%	ADD 3%
71	FEZSPDR INDEX SHS FDS	15,485	$961,309	0.2%	TRIM −3%
72	COSTCOSTCO WHSL CORP NEW	941	$937,394	0.2%	HOLD
73	XLPSELECT SECTOR SPDR TR	11,055	$906,281	0.2%	HOLD
74	IBDXISHARES TR	34,329	$867,501	0.2%	HOLD
75	SCHHSCHWAB STRATEGIC TR	39,881	$857,043	0.2%	TRIM −5%
76	BSVVANGUARD BD INDEX FDS	10,894	$854,228	0.2%	ADD 2%
77	IBDWISHARES TR	40,801	$853,965	0.2%	HOLD
78	DFICDIMENSIONAL ETF TRUST	22,962	$815,840	0.2%	HOLD
79	GOOGALPHABET INC	2,819	$808,545	0.2%	HOLD
80	QQQINVESCO QQQ TR	1,386	$799,712	0.2%	TRIM −7%
81	VVISA INC	2,629	$794,661	0.2%	HOLD
82	IJRISHARES TR	6,329	$786,767	0.2%	HOLD
83	VYMVANGUARD WHITEHALL FDS	5,307	$785,937	0.2%	HOLD
84	HDHOME DEPOT INC	2,365	$777,679	0.2%	HOLD
85	CATCATERPILLAR INC	1,056	$747,998	0.2%	TRIM −6%
86	VHTVANGUARD WORLD FD	2,719	$740,530	0.2%	HOLD
87	SCHZSCHWAB STRATEGIC TR	29,746	$690,694	0.2%	HOLD
88	IBDVISHARES TR	29,999	$656,678	0.2%	HOLD
89	QCOMQUALCOMM INC	5,097	$656,441	0.2%	TRIM −22%
90	NFLXNETFLIX INC	6,705	$644,686	0.2%	HOLD
91	XOMEXXON MOBIL CORP	3,696	$627,024	0.2%	HOLD
92	VWOVANGUARD INTL EQUITY INDEX F	11,431	$617,829	0.2%	TRIM −15%
93	DFAIDIMENSIONAL ETF TRUST	15,599	$607,737	0.2%	HOLD
94	IVWISHARES TR	5,352	$605,365	0.2%	HOLD
95	SPSBSPDR SERIES TRUST	19,432	$584,331	0.2%	HOLD
96	IEFAISHARES TR	6,372	$576,848	0.1%	TRIM −3%
97	SCHPSCHWAB STRATEGIC TR	20,703	$550,907	0.1%	HOLD
98	VUSBVANGUARD BD INDEX FDS	10,875	$541,412	0.1%	HOLD
99	LQDISHARES TR	4,948	$539,245	0.1%	HOLD
100	IVEISHARES TR	2,523	$532,731	0.1%	HOLD
101	SPYSTATE STR SPDR S&P 500 ETF T	818	$531,676	0.1%	TRIM −14%
102	JMSTJ P MORGAN EXCHANGE TRADED F	10,120	$515,918	0.1%	HOLD
103	BXBLACKSTONE INC	4,390	$504,806	0.1%	HOLD
104	AGGISHARES TR	4,977	$494,067	0.1%	HOLD
105	IBDUISHARES TR	21,086	$490,460	0.1%	HOLD
106	IBMINTERNATIONAL BUSINESS MACHS	2,018	$489,143	0.1%	HOLD
107	WFCWELLS FARGO CO NEW	6,031	$480,157	0.1%	HOLD
108	SCHESCHWAB STRATEGIC TR	14,400	$474,492	0.1%	HOLD
109	EFAISHARES TR	4,885	$474,480	0.1%	HOLD
110	IBDZISHARES TR	17,986	$468,715	0.1%	HOLD
111	EWJVISHARES TR	10,341	$441,250	0.1%	NEW
112	SPLVINVESCO EXCH TRADED FD TR II	5,947	$434,964	0.1%	HOLD
113	BLKBLACKROCK INC	439	$422,518	0.1%	HOLD
114	IBDYISHARES TR	16,333	$422,208	0.1%	HOLD
115	DTDWISDOMTREE TR	4,815	$415,823	0.1%	HOLD
116	BSMVINVESCO EXCH TRD SLF IDX FD	19,704	$411,425	0.1%	HOLD
117	INTCINTEL CORP	9,301	$410,441	0.1%	HOLD
118	INTUINTUIT	932	$402,936	0.1%	TRIM −30%
119	DFUSDIMENSIONAL ETF TRUST	5,364	$380,361	0.1%	ADD 5%
120	FEOERBB FUND TRUST	7,360	$371,386	0.1%	NEW
121	IJHISHARES TR	5,460	$368,690	0.1%	TRIM −3%
122	SPTMSPDR SERIES TRUST	4,615	$364,860	0.1%	HOLD
123	MUMICRON TECHNOLOGY INC	1,069	$361,151	0.1%	NEW
124	SBUXSTARBUCKS CORP	3,964	$355,168	0.1%	HOLD
125	NEMNEWMONT CORP	3,271	$354,086	0.1%	TRIM −18%
126	BABOEING CO	1,745	$347,367	0.1%	HOLD
127	FDXFEDEX CORP	965	$343,714	0.1%	HOLD
128	XLFSELECT SECTOR SPDR TR	6,895	$340,414	0.1%	TRIM −9%
129	WMTWALMART INC	2,735	$339,926	0.1%	TRIM −2%
130	XLESELECT SECTOR SPDR TR	5,534	$339,025	0.1%	TRIM −3%
131	IYWISHARES TR	1,760	$319,299	0.1%	HOLD
132	IBDSISHARES TR	13,020	$315,605	0.1%	HOLD
133	AVLVAMERICAN CENTY ETF TR	3,892	$313,734	0.1%	ADD 7%
134	ORCLORACLE CORP	2,089	$307,353	0.1%	ADD 5%
135	ABBVABBVIE INC	1,410	$306,561	0.1%	HOLD
136	CEGCONSTELLATION ENERGY CORP	1,096	$305,924	0.1%	TRIM −17%
137	GSGOLDMAN SACHS GROUP INC	361	$305,200	0.1%	HOLD
138	GHYPGIM GLOBAL HIGH YIELD FD FO	25,764	$300,151	0.1%	HOLD
139	IBDRISHARES TR	12,312	$298,443	0.1%	HOLD
140	REGNREGENERON PHARMACEUTICALS	384	$296,694	0.1%	HOLD
141	PFEPFIZER INC	10,356	$290,806	0.1%	HOLD
142	DISDISNEY WALT CO	2,964	$285,670	0.1%	HOLD
143	AMATAPPLIED MATLS INC	819	$279,926	0.1%	HOLD
144	XLUSELECT SECTOR SPDR TR	6,096	$279,745	0.1%	HOLD
145	SCHOSCHWAB SHORT-TERM US TREASURY ETF	11,373	$276,033	0.1%	TRIM −29%
146	CFGCITIZENS FINL GROUP INC	4,575	$274,363	0.1%	HOLD
147	DGCBDIMENSIONAL ETF TRUST	4,961	$268,562	0.1%	HOLD
148	DFCADIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	5,386	$268,492	0.1%	HOLD
149	SJNKSPDR SERIES TRUST	10,460	$261,291	0.1%	HOLD
150	PGPROCTER AND GAMBLE CO	1,781	$257,255	0.1%	HOLD
151	ICFIShares Cohen & Steers REIT ETF	4,120	$254,987	0.1%	HOLD
152	XLKSELECT SECTOR SPDR TR	1,868	$248,257	0.1%	TRIM −13%
153	PLTRPALANTIR TECHNOLOGIES INC	1,693	$247,652	0.1%	HOLD
154	RTXRTX CORPORATION	1,256	$242,282	0.1%	HOLD
155	ACNACCENTURE PLC IRELAND	1,219	$241,716	0.1%	HOLD
156	IBDTISHARES TR	9,532	$241,446	0.1%	HOLD
157	VYMIVANGUARD WHITEHALL FDS	2,558	$241,066	0.1%	TRIM −12%
158	IWCISHARES TR	1,510	$241,011	0.1%	HOLD
159	KRESPDR SERIES TRUST	3,680	$239,745	0.1%	ADD 11%
160	TJXTJX COS INC NEW	1,497	$239,071	0.1%	HOLD
161	YUMYUM BRANDS INC	1,525	$237,107	0.1%	HOLD
162	CRMSALESFORCE INC	1,264	$235,886	0.1%	HOLD
163	TIPISHARES TR	2,070	$228,445	0.1%	HOLD
164	DFAUDIMENSIONAL ETF TRUST	5,023	$226,638	0.1%	ADD 9%
165	IGIBISHARES TR	4,141	$220,384	0.1%	HOLD
166	BUFRFIRST TR EXCHNG TRADED FD VI	6,382	$215,520	0.1%	HOLD
167	DIASPDR DOW JONES INDL AVERAGE	463	$214,457	0.1%	HOLD
168	PANWPALO ALTO NETWORKS INC	1,325	$212,424	0.1%	TRIM −4%
169	AXPAMERICAN EXPRESS CO	696	$210,616	0.1%	HOLD
170	SOSOUTHERN CO	2,164	$208,859	0.1%	NEW
171	MARMARRIOTT INTL INC NEW	638	$208,671	0.1%	TRIM −6%
172	VCITVANGUARD SCOTTSDALE FDS	2,477	$204,940	0.1%	NEW
173	BSMUINVESCO EXCH TRD SLF IDX FD	9,381	$204,632	0.1%	HOLD
174	JSCPJ P MORGAN EXCHANGE TRADED F	4,295	$203,154	0.1%	TRIM −13%
175	OFIXORTHOFIX MED INC	10,004	$114,746	0.0%	TRIM −33%
176	HYFTMINDWALK HOLDINGS CORP	26,551	$30,003	0.0%	HOLD
177	URGUR-ENERGY INC	10,000	$14,900	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

50K

52K

53K

$35M

AAPLAPPLE INC

80K

76K

74K

73K

72K

$18M

SPDWSPDR INDEX SHS FDS

334K

348K

337K

335K

322K

315K

$14M

VCSHVANGUARD SCOTTSDALE FDS

156K

157K

146K

160K

172K

176K

$14M

DFGPDIMENSIONAL ETF TRUST

13K

85K

164K

217K

$12M

DFSDDIMENSIONAL ETF TRUST

187K

208K

204K

222K

224K

234K

$11M

SCHFSCHWAB STRATEGIC TR

488K

478K

466K

454K

448K

435K

$11M

SCHMSCHWAB STRATEGIC TR

305K

316K

330K

322K

316K

310K

$10M

DFATDIMENSIONAL ETF TRUST

136K

139K

140K

141K

139K

$9M

VTIPVANGUARD MALVERN FDS

153K

151K

140K

155K

153K

162K

$8M

DFEMDIMENSIONAL ETF TRUST

214K

231K

230K

227K

230K

229K

$8M

VVVANGUARD INDEX FDS

19K

32K

27K

25K

$8M

VEAVANGUARD TAX-MANAGED FDS

103K

108K

113K

115K

$7M

GOOGLALPHABET INC

22K

23K

24K

25K

$7M

DFSVDIMENSIONAL ETF TRUST

115K

139K

172K

180K

198K

204K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Gradient Capital Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 177 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Gradient Capital Advisors, LLC