34 is the total number of securities Gordian Advisors LLC has owned. The longest Gordian Advisors LLC has owned a single stock is 3 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHX | SCHWAB STRATEGIC TR | 3 | 3 | 25.40% | 25.81% | 26.33% | Q4 2023 | Q2 2024 | 3 |
BIV | VANGUARD BD INDEX FDS | 3 | 3 | 22.77% | 22.99% | 23.26% | Q4 2023 | Q2 2024 | 3 |
VTI | VANGUARD INDEX FDS | 3 | 3 | 15.60% | 16.19% | 16.79% | Q4 2023 | Q2 2024 | 3 |
VEA | VANGUARD TAX-MANAGED FDS | 3 | 3 | 9.48% | 10.56% | 11.14% | Q4 2023 | Q2 2024 | 3 |
VXUS | VANGUARD STAR FDS | 3 | 3 | 5.65% | 6.78% | 7.84% | Q4 2023 | Q2 2024 | 3 |
SCHA | SCHWAB STRATEGIC TR | 3 | 3 | 4.02% | 4.38% | 4.81% | Q4 2023 | Q2 2024 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 2.00% | 2.40% | 2.72% | Q4 2023 | Q2 2024 | 3 |
BND | VANGUARD BD INDEX FDS | 3 | 3 | 1.82% | 1.89% | 1.96% | Q4 2023 | Q2 2024 | 3 |
VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 1.72% | 1.79% | 1.87% | Q4 2023 | Q2 2024 | 3 |
BRKB | BERKSHIRE HATHAWAY INC... | 3 | 3 | 0.66% | 0.71% | 0.74% | Q4 2023 | Q2 2024 | 3 |
MSFT | MICROSOFT CORP | 3 | 3 | 0.67% | 0.71% | 0.77% | Q4 2023 | Q2 2024 | 3 |
AAPL | APPLE INC | 3 | 3 | 0.54% | 0.67% | 0.80% | Q4 2023 | Q2 2024 | 3 |
IWF | ISHARES TR | 3 | 3 | 0.37% | 0.39% | 0.42% | Q4 2023 | Q2 2024 | 3 |
ESGV | VANGUARD WORLD FD | 3 | 3 | 0.30% | 0.35% | 0.39% | Q4 2023 | Q2 2024 | 3 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.23% | 0.29% | 0.40% | Q4 2023 | Q2 2024 | 3 |
WMT | WALMART INC | 3 | 3 | 0.23% | 0.27% | 0.32% | Q4 2023 | Q2 2024 | 3 |
IVW | ISHARES TR | 3 | 3 | 0.20% | 0.24% | 0.30% | Q4 2023 | Q2 2024 | 3 |
IWD | ISHARES TR | 3 | 3 | 0.24% | 0.24% | 0.24% | Q4 2023 | Q2 2024 | 3 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 1.30% | 1.32% | 1.34% | Q4 2023 | Q1 2024 | 2 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.76% | 0.77% | 0.77% | Q4 2023 | Q1 2024 | 2 |
VNQ | VANGUARD INDEX FDS | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2023 | Q1 2024 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2024 | Q2 2024 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 0.21% | 0.22% | 0.23% | Q1 2024 | Q2 2024 | 2 |
AMZN | AMAZON COM INC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2024 | Q2 2024 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q1 2024 | Q2 2024 | 2 |
VSGX | VANGUARD WORLD FD | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2024 | Q2 2024 | 2 |
LLY | ELI LILLY & CO | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2024 | Q2 2024 | 2 |
VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2023 | Q1 2024 | 2 |
DIMENSIONAL ETF TRUST | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2024 | Q2 2024 | 1 | |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2023 | Q4 2023 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2024 | Q2 2024 | 1 | |
AGG | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2024 | Q1 2024 | 1 |
TQQQ | PROSHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2023 | Q4 2023 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2024 | Q2 2024 | 1 |
Download |
The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD BD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Gordian Advisors LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Gordian Advisors LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Gordian Advisors LLC owns currently or has owned in the past.