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Portfolio (Quarterly) Guide ↗

Cordant, Inc.

· CIK 0001830942
13F Portfolio $278M AUM 353 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 280 New 27 Added 15 Reduced
Page 3 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDA SCHWAB STRATEGIC TR 130.0 $5K 0.00% NEW $38.06 -2.3%
42 VMBS VANGUARD SCOTTSDALE FDS 96.0 $5K 0.00% NEW $46.97 -2.2%
43 BIV VANGUARD BD INDEX FDS 58.0 $4K 0.00% NEW $77.31 -3.1%
44 FNDF SCHWAB STRATEGIC TR 83.0 $4K 0.00% NEW $52.77 +6.7%
45 GOOGL ALPHABET INC Communication Services 12.0 $4K 0.00% NEW $361.75 -6.4%
46 BLV VANGUARD BD INDEX FDS 58.0 $4K 0.00% NEW $69.29 -5.0%
47 DASH DOORDASH INC Communication Services 20.0 $4K 0.00% NEW $184.55 +14.7%
48 THNQ EXCHANGE TRADED CONCEPTS TRU 40.0 $4K 0.00% NEW $91.22 -1.1%
49 PDN INVESCO EXCH TRADED FD TR II 65.0 $3K 0.00% NEW $44.98 +6.4%
50 PYPL PAYPAL HLDGS INC Financial Services 63.0 $3K 0.00% NEW $43.44 +26.5%
51 AVGO BROADCOM INC Technology 7.0 $3K 0.00% NEW $388.71 -7.9%
52 HAUZ DBX ETF TR 108.0 $2K 0.00% NEW $22.43 +1.4%
53 MU MICRON TECHNOLOGY INC Technology 2.0 $2K 0.00% NEW $1195.00 -14.9%
54 XOM EXXON MOBIL CORP Energy 17.0 $2K 0.00% NEW $140.12 +13.8%
55 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5.0 $2K 0.00% NEW $451.80 -5.1%
56 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 100.0 $2K 0.00% NEW $21.45 +13.2%
57 ROBO EXCHANGE TRADED CONCEPTS TRU 25.0 $2K 0.00% NEW $85.68 -6.0%
58 VST VISTRA CORP Utilities 13.0 $2K 0.00% NEW $158.92 -6.1%
59 FIW FIRST TR EXCHANGE-TRADED FD 18.0 $2K 0.00% NEW $109.56 -0.6%
60 PHO INVESCO EXCHANGE TRADED FD T 28.0 $2K 0.00% NEW $69.11 +2.1%
Page 3 of 14  ·  280 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 73.6%
Technology 19.9%
Consumer Cyclical 5.1%
Industrials 1.1%
Healthcare 0.1%
Communication Services 0.1%
Utilities 0.0%
Consumer Defensive 0.0%
Real Estate 0.0%
Basic Materials 0.0%