StockDriftsStockDriftsTop 50 Gradient Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 8.96% | 52.9K | $34.5M | +1.43%(+746) | $269.72(+169.53%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.71% | 71.6K | $18.2M | -1.60%(-1.16K) | $51.95(+446.99%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 3.73% | 315.1K | $14.4M | -2.15%(-6.93K) | $33.85(+45.32%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 3.62% | 176.2K | $14.0M | +2.48%(+4.26K) | $78.55(+0.53%) | 2026-03-31 | |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 3.04% | 217.0K | $11.7M | +32.05%(+52.67K) | $54.65(-0.56%) | 2026-03-31 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2.9% | 233.7K | $11.2M | +4.12%(+9.24K) | $47.54(+0.75%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.79% | 435.1K | $10.8M | -2.94%(-13.20K) | $16.78(+58.83%) | 2026-03-31 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 2.49% | 309.7K | $9.6M | -1.99%(-6.29K) | $20.17(+70.67%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 2.24% | 138.5K | $8.7M | -1.44%(-2.02K) | $43.98(+52.66%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.1% | 161.9K | $8.1M | +5.54%(+8.50K) | $49.90(+0.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.89% | +40.08% |
| Top 20 Holdings Unweighted | +12.22% | +41.32% |
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