Cordant, Inc.
CIK:0001830942
Investment Adviser
$302M AUM
66 holdings
Portland, OR, USA
Cordant Wealth Partners is a Registered Investment Advisor providing financial planning and wealth management services to individuals and high net-worth individuals.
Investment Strategy
Comprehensive wealth management services including financial planning, portfolio management, and execution on a discretionary basis.
Top Buys
V
VTIVANGUARD INDEX FDS+$2.4M
V
VEAVANGUARD TAX-MANAGED FDS+$1.8M
V
VWOVANGUARD INTL EQUITY INDEX F+$1.7M
V
VGSHVANGUARD SCOTTSDALE FDS+$1.1M
V
VNQVANGUARD INDEX FDS+$973.4K
Top Sells
V
VOOVANGUARD INDEX FDS-$550.1K
D
DFSUDIMENSIONAL ETF TRUST-$82.9K
E
EEMISHARES TR-$22.3K
F
FBTCFIDELITY WISE ORIGIN BITCOIN-$21.4K
N
NNOXNANO X IMAGING LTD-$16.1K
Top Holdings
V
VEAVANGUARD TAX-MANAGED FDS+13.6%$30.1M
V
VGSHVANGUARD SCOTTSDALE FDS+12.7%$28.2M
V
VTIVANGUARD INDEX FDS+11.7%$25.9M
V
VWOVANGUARD INTL EQUITY INDEX F+6.9%$15.3M
V
VCITVANGUARD SCOTTSDALE FDS+6.6%$14.7M
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 13.60% | $30.1M | 502,959 | $44.42 | $59.92 | +$1.8M |
V VGSH | VANGUARD SCOTTSDALE FDS | 12.72% | $28.2M | 478,702 | $60.05 | $58.85 | +$1.1M |
V VTI | VANGUARD INDEX FDS | 11.70% | $25.9M | 78,973 | $183.66 | $328.17 | +$2.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 6.91% | $15.3M | 282,444 | $44.69 | $54.18 | +$1.7M |
V VCIT | VANGUARD SCOTTSDALE FDS | 6.62% | $14.7M | 174,275 | $88.28 | $84.11 | +$729.8K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+4.6%
SEMICONDUCTORS & RELATED DEVICES
+0.3%
SERVICES-PREPACKAGED SOFTWARE
+0.3%
ELECTRONIC COMPUTERS
+0.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.0%