Gordian Advisors LLC Top Holdings and 13F Report (2024) → Exposed: 10 CENT Crypto to Explode April 20th? (From True Market Insiders) (Ad) About Gordian Advisors LLCInvestment ActivityGordian Advisors LLC has $108.63 million in total holdings as of March 31, 2024.Gordian Advisors LLC owns shares of 29 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 3.85% of the portfolio was sold this quarter.This quarter, Gordian Advisors LLC has purchased 24 new stocks and bought additional shares in 7 stocks.Gordian Advisors LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $27,591,374Vanguard Intermediate-Term Bond ETF $24,736,115Vanguard Total Stock Market ETF $16,942,469Vanguard FTSE Developed Markets ETF $12,103,884Vanguard Total International Stock ETF $7,429,768 Largest New Holdings this Quarter iShares Core U.S. Aggregate Bond ETF $278,052 HoldingiShares Core S&P 500 ETF $262,130 HoldingInvesco QQQ $229,109 HoldingEli Lilly and Company $225,247 HoldingAmazon.com $218,801 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 40,458 shares (about $2.03M)Vanguard Intermediate-Term Bond ETF 19,136 shares (about $1.44M)Vanguard FTSE Emerging Markets ETF 15,586 shares (about $651.02K)iShares Core U.S. Aggregate Bond ETF 2,839 shares (about $278.05K)iShares Core S&P 500 ETF 499 shares (about $262.13K) Largest Sales this Quarter Schwab US Large-Cap ETF 17,832 shares (about $1.11M)Vanguard Total Stock Market ETF 4,015 shares (about $1.04M)Vanguard Total International Stock ETF 14,080 shares (about $849.03K)Schwab US Small-Cap ETF 7,977 shares (about $392.79K)Apple 790 shares (about $135.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGordian Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$27,591,374$1,106,654 ▼-3.9%444,59225.4%ETFBIVVanguard Intermediate-Term Bond ETF$24,736,115$1,442,855 ▲6.2%328,06522.8%ETFVTIVanguard Total Stock Market ETF$16,942,469$1,043,505 ▼-5.8%65,18815.6%ETFVEAVanguard FTSE Developed Markets ETF$12,103,884$2,029,781 ▲20.1%241,25711.1%ETFVXUSVanguard Total International Stock ETF$7,429,768$849,027 ▼-10.3%123,2136.8%ETFSCHASchwab US Small-Cap ETF$4,694,384$392,787 ▼-7.7%95,3374.3%ETFVWOVanguard FTSE Emerging Markets ETF$2,712,529$651,024 ▲31.6%64,9402.5%ETFBNDVanguard Total Bond Market ETF$1,977,642$13,872 ▲0.7%27,2291.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,874,390$24,198 ▼-1.3%24,2451.7%ETFSPYSPDR S&P 500 ETF Trust$1,454,1350.0%2,7801.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$828,2920.0%2,0820.8%FinanceBRK.BBerkshire Hathaway$794,7830.0%1,8900.7%FinanceMSFTMicrosoft$756,186$842 ▼-0.1%1,7970.7%Computer and TechnologyAAPLApple$587,624$135,460 ▼-18.7%3,4270.5%Computer and TechnologyNVDANVIDIA$436,423$9,939 ▲2.3%4830.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$405,808$9,437 ▼-2.3%1,2040.4%ETFESGVVanguard ESG US Stock ETF$384,057$47,436 ▲14.1%4,1210.4%ETFVNQVanguard Real Estate ETF$298,2830.0%3,4490.3%ETFWMTWalmart$292,902$204,454 ▲231.2%4,8680.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$278,052$278,052 ▲New Holding2,8390.3%FinanceIVViShares Core S&P 500 ETF$262,130$262,130 ▲New Holding4990.2%ETFIWDiShares Russell 1000 Value ETF$258,9080.0%1,4460.2%ETFQQQInvesco QQQ$229,109$229,109 ▲New Holding5160.2%FinanceLLYEli Lilly and Company$225,247$225,247 ▲New Holding2900.2%MedicalIVWiShares S&P 500 Growth ETF$220,935$115,366 ▼-34.3%2,6160.2%ETFAMZNAmazon.com$218,801$218,801 ▲New Holding1,2130.2%Retail/WholesaleVSGXVanguard ESG International Stock ETF$216,791$216,791 ▲New Holding3,7720.2%ETFVEUVanguard FTSE All-World ex-US ETF$211,4740.0%3,6060.2%ETFGOOGAlphabet$211,031$211,031 ▲New Holding1,3860.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$0$298,246 ▼-100.0%00.0%ETFTQQQProShares UltraPro QQQ$0$208,681 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
