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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 $125,854,626
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 380,584 $29,141,325 23.15%
2.
Schwab Strategic Trust
 FNDF 1,185,982 $26,186,488 20.81%
3.
Vanguard Index Fds
 75,222 $20,673,980 16.43%
4.
Vanguard Tax-Managed Fds
 265,333 $13,486,864 10.72%
5.
Vanguard Star Fds
 108,353 $6,728,720 5.35%
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)