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Name: |
Gradient Capital Advisors LLC |
City: |
SAN DIEGO |
State: |
CA |
Zip: |
92107 |
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Achive
data |
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Holdings
Found :
5 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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IUSB |
Ishares Core Total Usd Bond... |
141 |
Closed |
$0.00 |
$0 |
0 |
0% |
-399,000 |
-8,661 |
0 |
N/A |
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BMY |
Bristol-Myers Squibb Co |
140 |
Closed |
$40.25 |
$0 |
0 |
0% |
-233,000 |
-4,534 |
0 |
Drug Manufacturers - ... |
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DFAU |
Dfa Dimensional Us Core Equ... |
139 |
Closed |
$0.00 |
$0 |
0 |
0% |
-239,000 |
-7,199 |
0 |
N/A |
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SCHC |
Schwab International Small-... |
138 |
Closed |
$35.80 |
$0 |
0 |
0% |
-228,000 |
-6,547 |
0 |
Closed - End Fund - E... |
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SCHO |
Schwab Short-Term U.S. Tre... |
137 |
Closed |
$47.91 |
$0 |
0 |
0% |
-272,000 |
-5,609 |
0 |
N/A |
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