Gordian Advisors LLC

CIK: 0002011856SEC EDGAR →

Portfolio Value

$150.9M

Holdings

52

As of

Q4 2025

New Positions

52

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD BD INDEX FDS

414,180$32.3M
21.37%
2

SCHWAB STRATEGIC TR

1,108,746$29.8M
19.77%
3

VANGUARD INDEX FDS

75,944$25.5M
16.87%
4

VANGUARD TAX-MANAGED FDS

268,722$16.8M
11.12%
5

VANGUARD STAR FDS

105,201$7.9M
5.26%
6

MICROSOFT CORP

10,468$5.1M
3.35%
7

VANGUARD INTL EQUITY INDEX F

78,123$4.2M
2.78%
8

SCHWAB STRATEGIC TR

140,765$4.0M
2.66%
9

APPLE INC

10,820$2.9M
1.95%
10

DIMENSIONAL ETF TRUST

70,433$2.4M
1.61%

Quarterly Changes

Top Buys

BIVNEW
$32.3M
SCHXNEW
$29.8M
VTINEW
$25.5M
VEANEW
$16.8M
VXUSNEW
$7.9M

Top Sells

No sells this quarter

New Positions (52)

$32.3M · 414K shares
$29.8M · 1.1M shares
$25.5M · 76K shares
$16.8M · 269K shares
$7.9M · 105K shares
$5.1M · 10K shares
$4.2M · 78K shares
$4.0M · 141K shares
$2.9M · 11K shares
$2.4M · 70K shares
$2.3M · 31K shares
$1.8M · 23K shares
$1.1M · 5K shares
$930K · 2K shares
$889K · 4K shares
$784K · 1K shares
$593K · 2K shares
$569K · 1K shares
$558K · 5K shares
$550K · 5K shares
$546K · 17K shares
$464K · 1K shares
$444K · 10K shares
$442K · 6K shares
$435K · 709 shares
$434K · 4K shares
$397K · 600 shares
$388K · 2K shares
$381K · 5K shares
$331K · 5K shares
$322K · 3K shares
$312K · 1K shares
$312K · 362 shares
$310K · 898 shares
$299K · 2K shares
$289K · 825 shares
$286K · 6K shares
$279K · 852 shares
$274K · 255 shares
$266K · 2K shares
$248K · 5K shares
$243K · 2K shares
$243K · 800 shares
$241K · 702 shares
$240K · 419 shares
$229K · 745 shares
$228K · 333 shares
$218K · 2K shares
$218K · 887 shares
$211K · 2K shares
$210K · 1K shares
$203K · 649 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services23$132.4M87.7%
Technology7$9.7M6.4%
Healthcare5$1.9M1.3%
Unknown3$1.8M1.2%
Consumer Cyclical3$1.7M1.1%
Consumer Defensive3$1.3M0.9%
Industrials4$1.0M0.7%
Communication Services2$667K0.4%
Energy2$461K0.3%