account_balance

Investment manager · 13F filer · SEC CIK 2011856

Gordian Advisors LLC

Reported value$168Mas of Sep 30, 2026
Positions60 0 new, 5 sold out
Top 10 weight85.1%BIV alone is 20%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIV Vanguard Bd Index FDS 20.4% Added +4%
SCHX Schwab Strategic Tr 19.4% Held
VTI Vanguard Index FDS 18.0% Held
VEA Vanguard Tax-Managed FDS 11.3% Held
VXUS Vanguard Star FDS 5.5% Held
VWO Vanguard Intl Equity Index F 2.8% Held
SCHA Schwab Strategic Tr 2.7% Held
AAPL Apple Inc. 2.1% Held
DFIC Dimensional ETF Trust 1.5% Held
MSFT Microsoft Corp 1.3% Trimmed −60%
BND Vanguard Bd Index FDS 1.3% Held
VCSH Vanguard Scottsdale FDS 1.1% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 4, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • IVV +79%
  • SPY +28%
  • VTEI +23%
  • DFAU +23%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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