Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gordian Advisors LLC (CIK 2011856) reported $150.1M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($33.0M, 21.96%), SCHX ($28.3M, 18.85%), VTI ($24.8M, 16.55%), VEA ($17.1M, 11.36%), VXUS ($8.1M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $33.0M | 21.96% | 427,134 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $28.3M | 18.85% | 1.1M | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $24.8M | 16.55% | 77,427 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $17.1M | 11.36% | 266,171 | Trimmed |
| 5 | VXUS | VANGUARD STAR FDS | $8.1M | 5.39% | 104,837 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 2.80% | 77,755 | Trimmed |
| 7 | SCHA | SCHWAB STRATEGIC TR | $4.1M | 2.72% | 140,327 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $3.9M | 2.58% | 10,455 | Trimmed |
| 9 | AAPL | APPLE INC | $2.7M | 1.83% | 10,821 | Added |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $2.5M | 1.63% | 69,012 | Trimmed |
| 11 | BND | VANGUARD BD INDEX FDS | $2.2M | 1.50% | 30,520 | Trimmed |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $1.9M | 1.24% | 23,402 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.71% | 4,356 | Added |
| 14 | AMZN | AMAZON COM INC | $903,059 | 0.60% | 4,336 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $887,478 | 0.59% | 1,852 | Hold |
| 16 | IVV | ISHARES TR | $826,187 | 0.55% | 1,265 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $757,646 | 0.50% | 1,165 | Added |
| 18 | ESGV | VANGUARD WORLD FD | $617,560 | 0.41% | 5,501 | Added |
| 19 | WMT | WALMART INC | $614,254 | 0.41% | 4,942 | Added |
| 20 | DFEM | DIMENSIONAL ETF TRUST | $597,509 | 0.40% | 17,294 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $541,681 | 0.36% | 1,841 | Hold |
| 22 | IWF | ISHARES TR | $513,536 | 0.34% | 1,204 | Hold |
| 23 | CL | COLGATE PALMOLIVE CO | $477,288 | 0.32% | 5,600 | Hold |
| 24 | VTEI | VANGUARD MUN BD FDS | $431,025 | 0.29% | 4,313 | Hold |
| 25 | GOOG | ALPHABET INC | $420,029 | 0.28% | 1,464 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31