The Analysis of Gordian Advisors LLC's Holdings
Currently, Gordian Advisors LLC holds 49 types of securities in its portfolio with a total value $148.8M. In the most recent quarter, they have increased their positions in BIV (+7.5K shares, valued at $589.6K), ORCL (+800 shares, valued at $225.0K), TSM (+800 shares, valued at $223.4K); decreased their positions in DFIC (-2.3K shares, valued at $74.1K), VEA (-1.2K shares, valued at $70.6K), SCHX (-2.3K shares, valued at $59.5K); initiated new positions in ORCL (+800 shares, valued at $225.0K), TSM (+800 shares, valued at $223.4K), XOM (+1.8K shares, valued at $204.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIV VANGUARD BD INDEX FDS397.1K shares1.94%2025-09-302025-10-31
SCHX SCHWAB STRATEGIC TR1.2M shares-0.20%2025-09-302025-10-31 VTI VANGUARD INDEX FDS77.6K shares-0.22%2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS276.5K shares-0.42%2025-09-302025-10-31 VXUS VANGUARD STAR FDS107.1K shares0.01%2025-09-302025-10-31 MSFT MICROSOFT CORP10.5K shares0.02%2025-09-302025-10-31 VWO VANGUARD INTL EQUITY INDEX F78.5K shares0.54%2025-09-302025-10-31 SCHA SCHWAB STRATEGIC TR141.1K shares-0.58%2025-09-302025-10-31 AAPL APPLE INC10.8K shares1.13%2025-09-302025-10-31 DFIC DIMENSIONAL ETF TRUST70.1K shares-3.12%2025-09-302025-10-31 BND VANGUARD BD INDEX FDS30.9K shares0.00%2025-09-302025-10-31 VCSH VANGUARD SCOTTSDALE FDS22.9K shares1.50%2025-09-302025-10-31 AMZN AMAZON COM INC4.6K shares0.00%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.00%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON4.4K shares0.09%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-09-302025-10-31 IWF ISHARES TR1.2K shares0.00%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-09-302025-10-31 DFEM DIMENSIONAL ETF TRUST16.6K shares0.67%2025-09-302025-10-31 ESGV VANGUARD WORLD FD4.4K shares0.05%2025-09-302025-10-31 WMT WALMART INC4.9K shares0.06%2025-09-302025-10-31 NVDA NVIDIA CORPORATION2.5K shares4.20%2025-09-302025-10-31 CL COLGATE PALMOLIVE CO5.6K shares-3.45%2025-09-302025-10-31 DFAU DIMENSIONAL ETF TRUST9.5K shares0.04%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW469 shares0.21%2025-09-302025-10-31 VTEI VANGUARD MUN BD FDS4.3K shares0.00%2025-09-302025-10-31 QQQ INVESCO QQQ TR710 shares0.00%2025-09-302025-10-31 INTU INTUIT600 shares0.00%2025-09-302025-10-31 SBUX STARBUCKS CORP4.5K shares0.00%2025-09-302025-10-31 GOOG ALPHABET INC1.5K shares0.07%2025-09-302025-10-31 IVW ISHARES TR2.6K shares0.00%2025-09-302025-10-31 SYK STRYKER CORPORATION825 shares0.00%2025-09-302025-10-31 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.29%2025-09-302025-10-31 VSGX VANGUARD WORLD FD4.2K shares0.02%2025-09-302025-10-31 HD HOME DEPOT INC702 shares0.00%2025-09-302025-10-31 RTX RTX CORPORATION1.6K shares0.18%2025-09-302025-10-31 IWD ISHARES TR1.3K shares0.00%2025-09-302025-10-31 AVGO BROADCOM INC795 shares0.00%2025-09-302025-10-31 CVX CHEVRON CORP NEW1.6K shares0.00%2025-09-302025-10-31 GE GE AEROSPACE812 shares0.00%2025-09-302025-10-31 AMGN AMGEN INC849 shares0.47%2025-09-302025-10-31 FITB FIFTH THIRD BANCORP5.3K shares0.00%2025-09-302025-10-31 ORCL ORACLE CORP800 sharesnew addition2025-09-302025-10-31 IWM ISHARES TR927 shares0.00%2025-09-302025-10-31 TSM TAIWAN SEMICONDUCTOR MFG LTD800 sharesnew addition2025-09-302025-10-31 IVV ISHARES TR333 shares0.30%2025-09-302025-10-31 EXPD EXPEDITORS INTL WASH INC1.8K shares0.00%2025-09-302025-10-31 EAGG ISHARES TR4.4K shares0.98%2025-09-302025-10-31 XOM EXXON MOBIL CORP1.8K sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available