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Portfolio (Quarterly) Guide ↗

Cordant, Inc.

· CIK 0001830942
13F Portfolio $239M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 11,426.0 $2.6M 1.11% NEW $230.82 +14.9%
22 DFAE DIMENSIONAL ETF TRUST 56,939.0 $1.9M 0.78% NEW $32.57 +24.4%
23 IYR ISHARES TR 19,334.0 $1.8M 0.76% NEW $93.89 +9.8%
24 LITE LUMENTUM HLDGS INC Technology 4,673.0 $1.7M 0.72% NEW $368.59 +147.1%
25 DFUV DIMENSIONAL ETF TRUST 35,988.0 $1.7M 0.70% NEW $46.59 +15.2%
26 DFSE DIMENSIONAL ETF TRUST 31,660.0 $1.3M 0.55% NEW $41.48 +20.5%
27 DFSI DIMENSIONAL ETF TRUST 20,894.0 $895K 0.38% NEW $42.85 +6.8%
28 DFSU DIMENSIONAL ETF TRUST 18,134.0 $788K 0.33% NEW $43.43 +6.7%
29 INTC INTEL CORP Technology 17,329.0 $639K 0.27% NEW $36.90 +234.7%
30 ITOT ISHARES TR 3,790.0 $564K 0.24% NEW $148.69 +10.4%
31 MSFT MICROSOFT CORP Technology 1,113.0 $538K 0.23% NEW $483.62 -14.0%
32 BND VANGUARD BD INDEX FDS 7,242.0 $536K 0.23% NEW $74.07 -1.2%
33 SCHF SCHWAB STRATEGIC TR 21,526.0 $517K 0.22% NEW $24.04 +15.6%
34 IWS ISHARES TR 3,459.0 $488K 0.20% NEW $141.05 +13.5%
35 SCHH SCHWAB STRATEGIC TR 19,364.0 $405K 0.17% NEW $20.89 +14.1%
36 QCOM QUALCOMM INC Technology 2,187.0 $374K 0.16% NEW $171.09 +45.4%
37 SCHA SCHWAB STRATEGIC TR 12,068.0 $344K 0.14% NEW $28.48 +19.3%
38 SCHE SCHWAB STRATEGIC TR 8,412.0 $275K 0.12% NEW $32.75 +11.3%
39 SPIP SPDR SERIES TRUST 9,814.0 $255K 0.11% NEW $25.95 +0.1%
40 EEM ISHARES TR 3,375.0 $185K 0.08% NEW $54.71 +25.0%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 64.2%
Communication Services 17.0%
Technology 10.9%
Consumer Cyclical 7.8%
Healthcare 0.1%
Basic Materials 0.0%