HolderBook

Gordian Advisors LLC

Reported holdings as of Q2 2026, from 11 quarterly filings.

CIK
2011856
Reported value
$170.0M
Positions
65
Top 10 weight
84.9%
Filed
2026-08-04
Days after quarter end
35

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD BD INDEX FDSBIV$34.7M451,88020.38%-1.58pp11q+5.8%+$1.9M
SCHWAB STRATEGIC TRSCHX$32.3M1,098,79219.02%+0.17pp11qHELD
VANGUARD INDEX FDSVTI$29.7M80,33717.48%+0.94pp11q+3.8%+$1.1M
VANGUARD TAX-MANAGED FDSVEA$19.0M266,78211.18%-0.18pp11qHELD
VANGUARD STAR FDSVXUS$9.3M108,9795.48%+0.09pp11q+4.0%+$354.1K
SCHWAB STRATEGIC TRSCHA$5.1M139,9952.97%+0.26pp11qHELD
VANGUARD INTL EQUITY INDEX FVWO$4.7M78,9532.77%-0.03pp11q+1.5%+$71.5K
MICROSOFT CORPMSFT$3.9M10,4572.29%-0.28pp11qHELD
APPLE INCAAPL$3.1M10,8221.84%+0.01pp11qHELD
DIMENSIONAL ETF TRUSTDFIC$2.6M68,8521.51%-0.12pp9qHELD
VANGUARD BD INDEX FDSBND$2.2M29,9761.29%-0.20pp11q-1.8%-$39.9K
VANGUARD SCOTTSDALE FDSVCSH$1.9M23,8771.11%-0.13pp11q+2.0%+$37.5K
JOHNSON & JOHNSONJNJ$1.1M4,3590.65%-0.06pp8qHELD
AMAZON COM INCAMZN$1.0M4,3360.61%+0.01pp10qHELD
ISHARES TRIVV$947.6K1,2650.56%+0.01pp5qHELD
BERKSHIRE HATHAWAY INC DELBRKB$926.7K1,8520.55%-0.05pp11qHELD
STATE STR SPDR S&P 500 ETF TSPY$870.6K1,1660.51%+0.01pp6qHELD
VANGUARD WORLD FDESGV$727.4K5,5010.43%+0.02pp11qHELD
DIMENSIONAL ETF TRUSTDFEM$678.4K16,6940.40%flat9q-3.5%-$24.4K
JPMORGAN CHASE & COJPM$602.9K1,8420.35%-0.01pp8qHELD
ISHARES TRIWF$598.1K4,8170.35%+0.01pp11q+300.1%+$448.6K
WALMART INCWMT$560.3K4,9470.33%-0.08pp11qHELD
INVESCO QQQ TRQQQ$522.2K7090.31%+0.03pp10qHELD
ALPHABET INCGOOG$517.4K1,4640.30%+0.02pp10qHELD
COLGATE PALMOLIVE COCL$513.4K5,6000.30%-0.02pp8qHELD
STARBUCKS CORPSBUX$462.7K4,5280.27%flat8qHELD
CATERPILLAR INCCAT$448.1K4210.26%+0.07pp3qHELD
VANGUARD WORLD FDVSGX$445.5K5,4100.26%flat10qHELD
VANGUARD MUN BD FDSVTEI$435.5K4,3130.26%-0.03pp7qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$382.1K8000.22%+0.04pp4qHELD
ISHARES TRIVW$359.8K2,6160.21%+0.01pp11qHELD
NVIDIA CORPORATIONNVDA$342.5K1,7120.20%-0.06pp11q-22.5%-$99.6K
APPLIED MATLS INCAMAT$342.0K4730.20%-newNEW
ISHARES TREAGG$340.9K7,1900.20%-0.03pp5q+0.9%+$3.1K
COSTCO WHOLESALE CORPORATIONCOST$339.0K3620.20%-0.04pp8qHELD
DIMENSIONAL ETF TRUSTDFAU$337.8K6,5340.20%flat5qHELD
SPDR GOLD TRGLD$337.4K9160.20%-0.06pp2qHELD
SILICON MOTION TECHNOLOGY COSIMO$333.3K1,0000.20%-newNEW
AMGEN INCAMGN$311.0K8590.18%-0.02pp8qHELD
RTX CORPORATIONRTX$310.9K1,6380.18%-0.03pp5qHELD
ELI LILLY & COLLY$307.1K2560.18%+0.02pp3qHELD
BROADCOM INCAVGO$300.3K7950.18%-0.01pp5q-11.5%-$38.9K
FIFTH THIRD BANCORPFITB$299.3K5,3100.18%+0.01pp8qHELD
INTERNATIONAL BUSINESS MACHSIBM$298.2K1,0610.18%flat8qHELD
EXPEDITORS INTL WASH INCEXPD$291.7K1,7900.17%flat8qHELD
DIMENSIONAL ETF TRUSTDFUV$285.7K5,1940.17%flat2qHELD
VANGUARD CHARLOTTE FDSBNDX$281.6K5,8140.17%-0.02pp2q+0.7%+$2.0K
CISCO SYS INCCSCO$280.7K2,3900.17%-newNEW
ISHARES TRIWM$266.5K8870.16%+0.01pp5qHELD
CHEVRON CORPORATIONCVX$265.2K1,6000.16%-0.06pp8qHELD
STRYKER CORPORATIONSYK$259.7K8250.15%-0.03pp8qHELD
MERCK & CO INCMRK$257.7K2,0050.15%-0.01pp3qHELD
VANGUARD SCOTTSDALE FDSVONV$250.7K2,3580.15%-newNEW
HOME DEPOT INCHD$247.8K7030.15%-0.01pp5qHELD
EXXON MOBIL CORPXOMXXXX$245.0K1,7920.14%-0.06pp4q-1.1%-$2.7K
ISHARES TRIWD$242.6K1,0010.14%flat11qHELD
VANGUARD SCOTTSDALE FDSVONG$233.6K1,8280.14%-newNEW
ADVANCED MICRO DEVICES INCAMD$232.4K4000.14%-newNEW
ISHARES TREFV$232.1K3,0320.14%-newNEW
MICRON TECHNOLOGY INCMU$230.9K2000.14%-newNEW
GE AEROSPACEGE$228.0K6100.13%-0.01pp5q-18.1%-$50.5K
GE VERNOVA INCGEV$223.2K1900.13%-newNEW
ALPHABET INCGOOGL$212.3K5940.12%-newNEW
QNITY ELECTRONICS INCQ$209.2K1,2810.12%-newNEW
ISHARES TRIJR$203.6K1,3730.12%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 2.7%Computer Hardware 2.2%Semiconductors & Electronics 1.7%Retail & Consumer 1.6%Other sectors 4.5%Not classified 87.4%
 
SectorValueShare
Software & IT Services$4.6M2.7%
Computer Hardware$3.7M2.2%
Semiconductors & Electronics$2.8M1.7%
Retail & Consumer$2.6M1.6%
Other sectors$7.6M4.5%
Not classified$148.6M87.4%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$170.0M651286284.9%35
Q1 2026$150.1M554116185.7%27
Q4 2025$150.9M524711186.7%40
Q3 2025$148.8M49373087.3%31
Q2 2025$139.7M468158087.6%25
Q1 2025$125.9M38156188.7%30
Q4 2024$126.4M381173389.4%36
Q3 2024$125.4M4014135189.3%30
Q2 2024$103.8M273412594.1%38
Q1 2024$108.6M29778293.4%24
Q4 2023$101.4M24000094.4%44

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.