Gradient Capital Advisors, LLC
- SEC CIK
- 0001727917
- Latest filing
- Jul 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 21, 2021. Long positions only.
- Positions
- 106
- No 13F data for Q4 2020
- Portfolio value
- $188.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 8,712 | $5.82M | 3.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 252,540 | $9.50M | 5.0% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 189,367 | $9.76M | 5.2% | – | – | – |
| AAPLApple Inc. | Stock | 98,613 | $12.0M | 6.4% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 258,916 | $13.1M | 7.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 52,360 | $20.8M | 11.0% | – | – | – |