Gordian Advisors

Gordian Advisors as of March 31, 2024

Portfolio Holdings for Gordian Advisors

Gordian Advisors holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 25.4 $28M 445k 62.06
Vanguard Bd Index Fds Intermed Term (BIV) 22.8 $25M 328k 75.40
Vanguard Index Fds Total Stk Mkt (VTI) 15.6 $17M 65k 259.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.1 $12M 241k 50.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.8 $7.4M 123k 60.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.3 $4.7M 95k 49.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $2.7M 65k 41.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $2.0M 27k 72.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $1.9M 24k 77.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.5M 2.8k 523.07
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $828k 2.1k 397.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $795k 1.9k 420.52
Microsoft Corporation (MSFT) 0.7 $756k 1.8k 420.80
Apple (AAPL) 0.5 $588k 3.4k 171.47
NVIDIA Corporation (NVDA) 0.4 $436k 483.00 903.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $406k 1.2k 337.05
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $384k 4.1k 93.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $298k 3.4k 86.48
Wal-Mart Stores (WMT) 0.3 $293k 4.9k 60.17
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $278k 2.8k 97.94
Ishares Tr Core S&p500 Etf (IVV) 0.2 $262k 499.00 525.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $259k 1.4k 179.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $229k 516.00 444.01
Eli Lilly & Co. (LLY) 0.2 $225k 290.00 776.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $221k 2.6k 84.46
Amazon (AMZN) 0.2 $219k 1.2k 180.38
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $217k 3.8k 57.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $212k 3.6k 58.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $211k 1.4k 152.26