Gradient Capital Advisors, LLC
- SEC CIK
- 0001727917
- 最新申報
- 2026/7/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/21 申報。只含多頭部位。
- 持股檔數
- 106
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.89 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 52,360 | $2,083 萬 | 11.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 258,916 | $1,314 萬 | 7.0% | – | – | – |
| AAPLApple Inc. | Stock | 98,613 | $1,205 萬 | 6.4% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 189,367 | $976.0 萬 | 5.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 252,540 | $950.1 萬 | 5.0% | – | – | – |
| TSLATesla, Inc. | Stock | 8,712 | $581.9 萬 | 3.1% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 151,495 | $535.7 萬 | 2.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 71,927 | $535.4 萬 | 2.8% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 49,717 | $477.4 萬 | 2.5% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 56,354 | $464.9 萬 | 2.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 57,369 | $359.7 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 18,863 | $349.5 萬 | 1.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 22,337 | $340.0 萬 | 1.8% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,613 | $312.4 萬 | 1.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 57,022 | $311.8 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,489 | $295.3 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,486 | $288.7 萬 | 1.5% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 68,908 | $283.1 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,681 | $280.7 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,562 | $272.6 萬 | 1.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,729 | $257.1 萬 | 1.4% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 44,645 | $248.9 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 13,746 | $227.6 萬 | 1.2% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 40,778 | $220.0 萬 | 1.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,285 | $192.5 萬 | 1.0% | – | – | – |
| WPCW. P. Carey Inc. | COM | 26,827 | $189.8 萬 | 1.0% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 19,441 | $178.6 萬 | 0.9% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 28,924 | $175.5 萬 | 0.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,184 | $165.9 萬 | 0.9% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 14,822 | $143.3 萬 | 0.8% | – | – | – |
| LRCXLam Research Corp | COM | 2,401 | $142.9 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,078 | $129.7 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 40,802 | $127.8 萬 | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 24,477 | $127.4 萬 | 0.7% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 24,474 | $115.6 萬 | 0.6% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 40,605 | $114.0 萬 | 0.6% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,525 | $113.0 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,484 | $106.6 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 15,645 | $102.1 萬 | 0.5% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,834 | $101.9 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 26,186 | $101.3 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,703 | $96.7 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,284 | $95.8 萬 | 0.5% | – | – | – |
| TDOCTeladoc Health, Inc. | COM | 5,038 | $91.6 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,959 | $91.5 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 412 | $85.0 萬 | 0.4% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,271 | $83.8 萬 | 0.4% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,901 | $83.5 萬 | 0.4% | – | – | – |
| LULUlululemon athletica inc. | Stock | 2,697 | $82.7 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 267 | $82.6 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,205 | $81.5 萬 | 0.4% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,221 | $79.8 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,331 | $79.6 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,797 | $78.5 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 11,894 | $74.0 萬 | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,008 | $73.0 萬 | 0.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,632 | $71.9 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,302 | $71.7 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 13,756 | $70.2 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,296 | $68.7 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 9,386 | $67.8 萬 | 0.4% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,935 | $67.1 萬 | 0.4% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 10,821 | $66.2 萬 | 0.4% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 38,011 | $64.6 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,112 | $64.5 萬 | 0.3% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 19,476 | $61.9 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 9,820 | $58.3 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 8,914 | $57.0 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,379 | $54.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,621 | $53.3 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,951 | $50.1 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 17,344 | $48.0 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 1,875 | $47.8 萬 | 0.3% | – | – | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 31,240 | $46.6 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 872 | $45.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 8,949 | $45.4 萬 | 0.2% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 8,764 | $45.0 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 3,895 | $44.0 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,783 | $43.9 萬 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 3,466 | $43.5 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 205 | $42.4 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 26,435 | $41.5 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 893 | $41.4 萬 | 0.2% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 10,352 | $40.8 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,863 | $39.9 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,713 | $38.3 萬 | 0.2% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 6,008 | $34.7 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,303 | $33.9 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,020 | $32.6 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,401 | $31.0 萬 | 0.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,697 | $29.5 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,477 | $29.3 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 8,047 | $29.2 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,247 | $28.9 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,149 | $28.6 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,111 | $28.1 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,887 | $25.6 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,083 | $25.0 萬 | 0.1% | – | – | – |
| iShares Tr464288117 | INTL TREA BD ETF | 4,716 | $24.5 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 7,749 | $23.7 萬 | 0.1% | – | – | – |