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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 $139,744,268
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 389,565 $30,128,965 21.56%
2.
Schwab Strategic Trust
 FNDF 1,154,264 $28,210,215 20.19%
3.
Vanguard Index Fds
 77,813 $23,649,754 16.92%
4.
Vanguard Tax-Managed Fds
 277,715 $15,832,537 11.33%
5.
Vanguard Star Fds
 107,136 $7,402,029 5.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)