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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002011856

Gordian Advisors LLC

TUCSON, AZ · File #028-23767

Latest AUM
$150.9M
Positions
52
Top-10 Concentration
87.0%
Filings
8

Sector Allocation

Technology
6.0%$9.1M
Healthcare
1.3%$1.9M
Consumer Staples
0.7%$992,878
Financials
0.5%$747,934
Industrials
0.3%$539,866
Energy
0.3%$461,912

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937819414,180$32.3M21.43%
2SCHWAB STRATEGIC TR8085242011,108,746$29.8M19.82%
3VANGUARD INDEX FDS92290876975,944$25.5M16.92%
4VANGUARD TAX-MANAGED FDS921943858268,722$16.8M11.15%
5VANGUARD STAR FDS921909768105,201$7.9M5.27%
6MICROSOFT CORPMSFT10,468$5.1M3.36%
7VANGUARD INTL EQUITY INDEX F92204285878,123$4.2M2.79%
8SCHWAB STRATEGIC TR808524607140,765$4.0M2.66%
9APPLE INCAAPL10,820$2.9M1.95%
10DIMENSIONAL ETF TRUST25434V79970,433$2.4M1.61%
11VANGUARD BD INDEX FDS92193783530,893$2.3M1.52%
12VANGUARD SCOTTSDALE FDS92206C40923,157$1.8M1.23%
13AMAZON COM INCAMZN4,552$1.1M0.70%
14BERKSHIRE HATHAWAY INC DELBRK-A1,852$930,9080.62%
15JOHNSON & JOHNSONJNJ4,298$889,4190.59%
16SPDR S&P 500 ETF TRSPY1,150$784,2080.52%
17JPMORGAN CHASE & CO.VYLD1,841$593,1730.39%
18ISHARES TR4642876141,204$569,9180.38%
19VANGUARD WORLD FD9219107334,615$558,2460.37%
20WALMART INCWMT4,940$550,3660.37%