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Home > Institutional Investor > Gordian Advisors Llc > Profile

Instuitional Investor - Gordian Advisors Llc

Fund Profile
Filing Period:
Fund Name: Gordian Advisors Llc
Portfolio Value $101,433,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 462,424 $26,080,735 25.71%
2.
Vanguard Bond Index Funds
 BND 308,929 $23,595,989 23.26%
3.
Vanguard Index Fds
 69,203 $16,416,433 16.18%
4.
Vanguard Tax Managed Fds
 200,799 $9,618,289 9.48%
5.
Vanguard Star Fds
 137,293 $7,957,523 7.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)