The Analysis of Gordian Advisors LLC's Holdings
Currently, Gordian Advisors LLC holds 52 types of securities in its portfolio with a total value $150.9M. In the most recent quarter, they have increased their positions in BIV (+17.1K shares, valued at $1.3M), LLY (+255 shares, valued at $274.3K), CAT (+419 shares, valued at $240.2K); decreased their positions in SCHX (-43.3K shares, valued at $1.2M), VTI (-1.7K shares, valued at $569.0K), VEA (-7.8K shares, valued at $488.2K); initiated new positions in LLY (+255 shares, valued at $274.3K), CAT (+419 shares, valued at $240.2K), N/A (+2.0K shares, valued at $211.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIV VANGUARD BD INDEX FDS414.2K shares4.30%2025-12-312026-02-09
SCHX SCHWAB STRATEGIC TR1.1M shares-3.76%2025-12-312026-02-09 VTI VANGUARD INDEX FDS75.9K shares-2.19%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS268.7K shares-2.83%2025-12-312026-02-09 VXUS VANGUARD STAR FDS105.2K shares-1.82%2025-12-312026-02-09 MSFT MICROSOFT CORP10.5K shares0.02%2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F78.1K shares-0.46%2025-12-312026-02-09 SCHA SCHWAB STRATEGIC TR140.8K shares-0.21%2025-12-312026-02-09 AAPL APPLE INC10.8K shares0.01%2025-12-312026-02-09 DFIC DIMENSIONAL ETF TRUST70.4K shares0.48%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS30.9K shares0.00%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS23.2K shares1.13%2025-12-312026-02-09 AMZN AMAZON COM INC4.6K shares0.00%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON4.3K shares-2.18%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.1.8K shares6.60%2025-12-312026-02-09 IWF ISHARES TR1.2K shares0.00%2025-12-312026-02-09 ESGV VANGUARD WORLD FD4.6K shares5.37%2025-12-312026-02-09 WMT WALMART INC4.9K shares0.00%2025-12-312026-02-09 DFEM DIMENSIONAL ETF TRUST16.5K shares-0.63%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST9.5K shares0.04%2025-12-312026-02-09 CL COLGATE PALMOLIVE CO5.6K shares0.00%2025-12-312026-02-09 VTEI VANGUARD MUN BD FDS4.3K shares0.00%2025-12-312026-02-09 INTU INTUIT600 shares0.00%2025-12-312026-02-09 NVDA NVIDIA CORPORATION2.1K shares-16.13%2025-12-312026-02-09 SBUX STARBUCKS CORP4.5K shares0.02%2025-12-312026-02-09 VSGX VANGUARD WORLD FD4.6K shares11.39%2025-12-312026-02-09 IVW ISHARES TR2.6K shares0.00%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.29%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW362 shares-22.81%2025-12-312026-02-09 BROADCOM INC BROADCOM INC898 shares12.96%2025-12-312026-02-09 RTX RTX CORPORATION1.6K shares0.12%2025-12-312026-02-09 SYK STRYKER CORPORATION825 shares0.00%2025-12-312026-02-09 EAGG ISHARES TR6.0K shares35.71%2025-12-312026-02-09 AMGN AMGEN INC852 shares0.35%2025-12-312026-02-09 LLY ELI LILLY & CO255 sharesnew addition2025-12-312026-02-09 EXPD EXPEDITORS INTL WASH INC1.8K shares0.00%2025-12-312026-02-09 FITB FIFTH THIRD BANCORP5.3K shares0.00%2025-12-312026-02-09 CVX CHEVRON CORP NEW1.6K shares0.00%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD800 shares0.00%2025-12-312026-02-09 HD HOME DEPOT INC702 shares0.00%2025-12-312026-02-09 CAT CATERPILLAR INC419 sharesnew addition2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE745 shares-8.25%2025-12-312026-02-09 IVV ISHARES TR333 shares0.00%2025-12-312026-02-09 IWM ISHARES TR887 shares-4.31%2025-12-312026-02-09 XOM EXXON MOBIL CORP1.8K shares0.00%2025-12-312026-02-09 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-02-09 IWD ISHARES TR1.0K shares-22.58%2025-12-312026-02-09 ALPHABET INC ALPHABET INC649 sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available