Gordian Advisors LLC Top Holdings and 13F Report (2025) About Gordian Advisors LLCInvestment ActivityGordian Advisors LLC has $126.37 million in total holdings as of December 31, 2024.Gordian Advisors LLC owns shares of 38 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 19.97% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Gordian Advisors LLC has purchased 40 new stocks and bought additional shares in 23 stocks.Gordian Advisors LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $27,688,577Schwab US Large-Cap ETF $27,525,109Vanguard Total Stock Market ETF $22,164,179Vanguard FTSE Developed Markets ETF $12,265,300Vanguard Total International Stock ETF $6,705,431 Largest New Holdings this Quarter VANGUARD MUN BD FDS $428,653 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 778,177 shares (about $18.04M)Schwab US Small-Cap ETF 69,542 shares (about $1.80M)Vanguard Intermediate-Term Bond ETF 20,689 shares (about $1.55M)Vanguard Total Stock Market ETF 3,135 shares (about $908.56K)Vanguard FTSE Developed Markets ETF 15,436 shares (about $738.15K) Largest Sales this Quarter Expeditors International of Washington 461 shares (about $51.07K)iShares Russell 1000 Value ETF 153 shares (about $28.31K)JPMorgan Chase & Co. 75 shares (about $17.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGordian Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$27,688,577$1,546,088 ▲5.9%370,51521.9%ETFSCHXSchwab US Large-Cap ETF$27,525,109$18,038,139 ▲190.1%1,187,45121.8%ETFVTIVanguard Total Stock Market ETF$22,164,179$908,558 ▲4.3%76,47817.5%ETFVEAVanguard FTSE Developed Markets ETF$12,265,300$738,149 ▲6.4%256,4899.7%ETFVXUSVanguard Total International Stock ETF$6,705,431$220,163 ▲3.4%113,7865.3%ETFMSFTMicrosoft$4,408,816$30,347 ▲0.7%10,4603.5%Computer and TechnologySCHASchwab US Small-Cap ETF$3,898,360$1,798,352 ▲85.6%150,7493.1%ETFVWOVanguard FTSE Emerging Markets ETF$3,278,045$244,203 ▲8.0%74,4332.6%ETFAAPLApple$2,560,002$59,349 ▲2.4%10,2232.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,503,187$643,882 ▲34.6%34,8102.0%ETFDFICDimensional International Core Equity 2 ETF$1,880,168$352,396 ▲23.1%72,7481.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,774,426$84,251 ▲5.0%22,7461.4%ETFBRK.BBerkshire Hathaway$825,8760.0%1,8220.7%FinanceAMZNAmazon.com$736,931$18,868 ▲2.6%3,3590.6%Retail/WholesaleCLColgate-Palmolive$527,2780.0%5,8000.4%Consumer StaplesJNJJohnson & Johnson$489,036$723 ▲0.1%3,3820.4%MedicalIWFiShares Russell 1000 Growth ETF$483,5020.0%1,2040.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$479,750$87,161 ▲22.2%18,3180.4%ETFWMTWalmart$440,7660.0%4,8780.3%Retail/WholesaleESGVVanguard ESG US Stock ETF$439,240$210 ▲0.0%4,1880.3%ETFVANGUARD MUN BD FDS$428,653$428,653 ▲New Holding4,3130.3%INTERMEDIATE TRMCOSTCostco Wholesale$415,904$20,154 ▲5.1%4540.3%Retail/WholesaleJPMJPMorgan Chase & Co.$413,954$17,977 ▼-4.2%1,7270.3%FinanceSBUXStarbucks$410,686$91 ▲0.0%4,5010.3%Retail/WholesaleINTUIntuit$377,1000.0%6000.3%Computer and TechnologyNVDANVIDIA$318,568$15,042 ▲5.0%2,3720.3%Computer and TechnologySYKStryker$297,0410.0%8250.2%MedicalGOOGAlphabet$281,7190.0%1,4790.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$265,6510.0%2,6160.2%ETFQQQInvesco QQQ$256,628$511 ▲0.2%5020.2%FinanceEXPDExpeditors International of Washington$256,322$51,065 ▼-16.6%2,3140.2%TransportationIWDiShares Russell 1000 Value ETF$239,285$28,314 ▼-10.6%1,2930.2%ETFCVXChevron$231,7440.0%1,6000.2%Oils/EnergyIBMInternational Business Machines$229,468$659 ▲0.3%1,0440.2%Computer and TechnologyFITBFifth Third Bancorp$224,5070.0%5,3100.2%FinanceVSGXVanguard ESG International Stock ETF$221,702$1,588 ▲0.7%3,9100.2%ETFAMGNAmgen$218,553$1,042 ▲0.5%8390.2%MedicalIWMiShares Russell 2000 ETF$208,5860.0%9440.2%FinanceIVViShares Core S&P 500 ETF$0$288,390 ▼-100.0%00.0%ETFDDDuPont de Nemours$0$228,389 ▼-100.0%00.0%Basic MaterialsMRKMerck & Co., Inc.$0$227,120 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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