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Portfolio (Quarterly) Guide ↗

Cordant, Inc.

· CIK 0001830942
13F Portfolio $246M AUM 75 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 19 Added 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,017.0 $9.8M 3.96% -2K -12.7% $650.34 +15.4%
2 DFIV DIMENSIONAL ETF TRUST 142,752.0 $7.5M 3.06% -6K -4.1% $52.78 +6.1%
3 VB VANGUARD INDEX FDS 14,404.0 $3.8M 1.53% -571.0 -3.8% $261.92 +11.8%
4 IEMG ISHARES INC 46,166.0 $3.2M 1.31% -473.0 -1.0% $69.75 +19.9%
5 DFAE DIMENSIONAL ETF TRUST 56,509.0 $1.9M 0.78% -430.0 -0.8% $33.86 +19.6%
6 AMZN AMAZON COM INC Consumer Cyclical 8,850.0 $1.8M 0.75% -3K -22.6% $208.27 +27.4%
7 DFUV DIMENSIONAL ETF TRUST 34,873.0 $1.7M 0.69% -1K -3.1% $48.46 +10.8%
8 INTC INTEL CORP Technology 12,984.0 $573K 0.23% -4K -25.1% $44.13 +179.9%
9 SCHF SCHWAB STRATEGIC TR 20,209.0 $500K 0.20% -1K -6.1% $24.75 +12.2%
10 QCOM QUALCOMM INC Technology 2,108.0 $271K 0.11% -79.0 -3.6% $128.79 +93.2%
11 SCHE SCHWAB STRATEGIC TR 7,907.0 $261K 0.11% -505.0 -6.0% $32.95 +10.6%
12 IWS ISHARES TR 1,545.0 $225K 0.09% -2K -55.3% $145.74 +9.9%

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 72.1%
Communication Services 16.8%
Consumer Cyclical 5.9%
Technology 5.2%
Healthcare 0.1%
Basic Materials 0.0%