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CIK: 0002011856
Total reported value
$170.0M
$170.0M
38 檔
56.6%
In Q1 2025, Gordian Advisors LLC's U.S. equity holdings reached a combined market value of $170.0M, distributed across 38 disclosed stock positions.
During Q1 2025, Gordian Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 23.15% | -1.58% | +2.72% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 20.81% | +0.17% | -0.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.43% | +0.93% | -1.64% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.72% | -0.18% | +3.45% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.35% | +0.09% | -4.77% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.29% | +0.02% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.77% | +0.25% | -1.24% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.70% | -0.03% | +0.74% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.89% | -0.21% | -6.89% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.01% | -0.66% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.70% | -0.12% | +5.80% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.43% | -0.13% | -0.04% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.04% | +0.49% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.01% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.06% | +0.12% | |
| 17 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.43% | -0.02% | — | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.39% | — | +0.30% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | — | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.01% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.04% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.08% | +0.06% | |
| 23 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.34% | -0.03% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | — | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | +0.02% | +0.02% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.29% | -0.17% | EXIT | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.24% | -0.03% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.04% | +25.10% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.06% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.21% | -0.02% | +0.36% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | +0.01% | +0.29% | |
| 32 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.20% | — | -7.30% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.06% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.19% | — | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | +0.07% | |
| 37 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.18% | — | — | |
| 38 | FITB | Fifth Third Bancorp | Stock-Financials | 0.17% | +0.02% | — |
According to official SEC Form 13F filings, Gordian Advisors LLC reported a total U.S. public equity portfolio value of $170.0M across 38 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, SCHX, VTI) accounted for 56.6% of total reported equity market value during Q1 2025.
During Q1 2025, Gordian Advisors LLC's top holdings by market value included BIV (23.1%)、SCHX (20.8%)、VTI (16.4%). The largest single position, BIV, represented 23.1% of total portfolio value.
In Q1 2025, Gordian Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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