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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 2 of 18  ·  353 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 7,222.0 $2.6M 0.92% -11K -60.6% $353.31
22 DFAE DIMENSIONAL ETF TRUST 53,610.0 $2.2M 0.78% -3K -5.1% $40.21 +0.9%
23 DFSU DIMENSIONAL ETF TRUST 41,544.0 $1.9M 0.70% +9K +27.9% $46.63 +3.8%
24 IYR ISHARES TR 18,855.0 $1.9M 0.69% -432.0 -2.2% $102.25 -0.1%
25 DFSE DIMENSIONAL ETF TRUST 38,343.0 $1.9M 0.68% +3K +9.7% $48.88 +2.3%
26 DFSI DIMENSIONAL ETF TRUST 37,032.0 $1.7M 0.60% +7K +23.3% $45.10 +5.1%
27 DFUV DIMENSIONAL ETF TRUST 29,834.0 $1.6M 0.59% -5K -14.4% $55.01 +4.7%
28 AMZN AMAZON COM INC Consumer Cyclical 6,466.0 $1.5M 0.56% -2K -26.9% $238.32 +8.5%
29 SCHF SCHWAB STRATEGIC TR 28,816.0 $798K 0.29% +9K +42.6% $27.70 +3.2%
30 RSP INVESCO EXCHANGE TRADED FD T 3,353.0 $713K 0.26% $212.77 +2.9%
31 BND VANGUARD BD INDEX FDS 9,472.0 $695K 0.25% +266.0 +2.9% $73.41 -2.0%
32 ITOT ISHARES TR 3,773.0 $620K 0.22% $164.27 +2.7%
33 SCHA SCHWAB STRATEGIC TR 13,374.0 $483K 0.17% +1K +10.8% $36.13 -4.4%
34 SCHH SCHWAB STRATEGIC TR 18,960.0 $449K 0.16% -422.0 -2.2% $23.68 -1.0%
35 MSFT MICROSOFT CORP Technology 1,132.0 $422K 0.15% +19.0 +1.7% $372.96 +34.0%
36 QCOM QUALCOMM INC Technology 2,110.0 $390K 0.14% $184.80 -8.7%
37 AMD ADVANCED MICRO DEVICES INC Technology 663.0 $385K 0.14% +31.0 +4.9% $580.75 -17.8%
38 AXON AXON ENTERPRISE INC Industrials 538.0 $302K 0.11% NEW $560.61 -8.0%
39 SCHE SCHWAB STRATEGIC TR 7,752.0 $281K 0.10% -155.0 -2.0% $36.26 +3.6%
40 IWS ISHARES TR 1,545.0 $254K 0.09% $164.60 +3.5%
Page 2 of 18  ·  353 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%