HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
444,592 | -17,832 | $27,591 |
| SCHX | 444,592 | -17,832 | $27,591 |
| VANGUARD BD INDEX FDS (BIV) |
328,065 | +19,136 | $24,736 |
| BIV | 328,065 | +19,136 | $24,736 |
| VANGUARD INDEX FDS (VTI) |
65,188 | -4,015 | $16,942 |
| VTI | 65,188 | -4,015 | $16,942 |
| VANGUARD TAX MANAGED FDS (VEA) |
241,257 | +40,458 | $12,104 |
| VEA | 241,257 | +40,458 | $12,104 |
| VANGUARD STAR FDS (VXUS) |
123,213 | -14,080 | $7,430 |
| VXUS | 123,213 | -14,080 | $7,430 |
| SCHWAB STRATEGIC TR |
95,337 | -7,977 | $4,694 |
| SCHA | 95,337 | -7,977 | $4,694 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
64,940 | +15,586 | $2,713 |
| VWO | 64,940 | +15,586 | $2,713 |
| VANGUARD BD INDEX FDS (BND) |
27,229 | +191 | $1,978 |
| BND | 27,229 | +191 | $1,978 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
24,245 | -313 | $1,874 |
| VCSH | 24,245 | -313 | $1,874 |
| SPDR S&P 500 ETF TR (SPY) |
2,780 | UNCH | $1,454 |
| SPY | 2,780 | UNCH | $1,454 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
2,082 | UNCH | $828 |
| DIA | 2,082 | UNCH | $828 |
 BERKSHIRE HATHAWAY INC DEL |
$795 | ||
| BRK.B | 1,890 | UNCH | $795 |
| MICROSOFT CORP |
1,797 | -2 | $756 |
| MSFT | 1,797 | -2 | $756 |
| APPLE INC |
3,427 | -790 | $588 |
| AAPL | 3,427 | -790 | $588 |
| NVIDIA CORPORATION |
483 | +11 | $436 |
| NVDA | 483 | +11 | $436 |
| ISHARES TR (IWF) |
1,204 | -28 | $406 |
| IWF | 1,204 | -28 | $406 |
| VANGUARD WORLD FD (ESGV) |
4,121 | +509 | $384 |
| ESGV | 4,121 | +509 | $384 |
| VANGUARD INDEX FDS (VNQ) |
3,449 | UNCH | $298 |
| VNQ | 3,449 | UNCH | $298 |
| WALMART INC |
4,868 | +3,398 | $293 |
| WMT | 4,868 | +3,398 | $293 |
| ISHARES TR (AGG) |
2,839 | +2,839 | $278 |
| AGG | 2,839 | +2,839 | $278 |
| ISHARES TR (IVV) |
499 | +499 | $262 |
| IVV | 499 | +499 | $262 |
| ISHARES TR (IWD) |
1,446 | UNCH | $259 |
| IWD | 1,446 | UNCH | $259 |
| INVESCO QQQ TR |
516 | +516 | $229 |
| QQQ | 516 | +516 | $229 |
| ELI LILLY & CO |
290 | +290 | $225 |
| LLY | 290 | +290 | $225 |
| ISHARES TR (IVW) |
2,616 | -1,366 | $221 |
| IVW | 2,616 | -1,366 | $221 |
| AMAZON COM INC |
1,213 | +1,213 | $219 |
| AMZN | 1,213 | +1,213 | $219 |
| VANGUARD WORLD FD (VSGX) |
3,772 | +3,772 | $217 |
| VSGX | 3,772 | +3,772 | $217 |
| ALPHABET INC |
1,386 | +1,386 | $211 |
| GOOG | 1,386 | +1,386 | $211 |
See Full List: All Stocks Held By Gordian Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Gordian Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $108,632 At 12/31/2023: $101,435 Gordian Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gordian Advisors LLC 13F filings. Link to 13F filings: SEC filings |
