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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DBC INVESCO DB COMMDY INDX TRCK Financial Services 418,903.0 $11.2M 4.02% -24K -5.4% $26.66 +19.7%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 14,742.0 $11.0M 3.96% -275.0 -1.8% $746.77 +3.1%
3 DFIV DIMENSIONAL ETF TRUST 131,839.0 $7.1M 2.56% -11K -7.6% $54.02 +9.1%
4 IEMG ISHARES INC 45,484.0 $3.8M 1.36% -682.0 -1.5% $82.84 +1.0%
5 IDEV ISHARES TR 40,317.0 $3.6M 1.29% -925.0 -2.2% $89.01 +4.9%
6 GOOG ALPHABET INC 7,222.0 $2.6M 0.92% -11K -60.6% $353.31
7 DFAE DIMENSIONAL ETF TRUST 53,610.0 $2.2M 0.78% -3K -5.1% $40.21 +0.9%
8 IYR ISHARES TR 18,855.0 $1.9M 0.69% -432.0 -2.2% $102.25 -0.1%
9 DFUV DIMENSIONAL ETF TRUST 29,834.0 $1.6M 0.59% -5K -14.4% $55.01 +4.7%
10 AMZN AMAZON COM INC Consumer Cyclical 6,466.0 $1.5M 0.56% -2K -26.9% $238.32 +8.5%
11 SCHH SCHWAB STRATEGIC TR 18,960.0 $449K 0.16% -422.0 -2.2% $23.68 -1.0%
12 SCHE SCHWAB STRATEGIC TR 7,752.0 $281K 0.10% -155.0 -2.0% $36.26 +3.6%
13 VTV VANGUARD INDEX FDS 161.0 $35K 0.01% -101.0 -38.5% $217.84 +4.0%
14 SCHO SCHWAB STRATEGIC TR 30.0 $725.0 -275.0 -90.2% $24.17 -0.6%
15 MINT PIMCO ETF TR 6.0 $605.0 -67.0 -91.8% $100.83 -0.3%

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%