Institutional Fund
Gordian Advisors LLC
Tucson, AZCIK 20118565 filings on record
Portfolio Value
$150.10M
Q1 2026
Holdings
55
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.6%
from $150.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds22.0%
- Schwab Strategic Tr18.8%
- Vanguard Index Fds16.5%
- Vanguard Tax-Managed Fds11.4%
- Vanguard Star Fds5.4%
- Vanguard Intl Equity Index F2.8%
- Other23.1%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 427.1K | $32.97M | 22.0% | +13.0K | Added |
| 2 | Schwab Strategic Tr | 1.10M | $28.29M | 18.8% | −5.3K | Reduced |
| 3 | Vanguard Index Fds | 77.4K | $24.84M | 16.5% | +1.5K | Added |
| 4 | Vanguard Tax-Managed Fds | 266.2K | $17.06M | 11.4% | −2.6K | Reduced |
| 5 | Vanguard Star Fds | 104.8K | $8.08M | 5.4% | −364 | Reduced |
| 6 | Vanguard Intl Equity Index F | 77.8K | $4.20M | 2.8% | −368 | Reduced |
| 7 | Schwab Strategic Tr | 140.3K | $4.08M | 2.7% | −438 | Reduced |
| 8 | Microsoft Corp | 10.5K | $3.87M | 2.6% | −13 | Reduced |
| 9 | Apple Inc | 10.8K | $2.75M | 1.8% | +1 | Added |
| 10 | Dimensional ETF Trust | 69.0K | $2.45M | 1.6% | −1.4K | Reduced |
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