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Brenda McCombs

@Cordant, Inc.

Latest period2024 - Q4ReportedManaged Assets$190.08MTotal holdings81
Assets growth rate-2.81%Assets growth rate (2-Q avg)3.24%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cordant, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Cordant, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 190.08M in assets, with a quarterly growth rate of -2.81% and a 2-quarter average growth rate of 3.24%. The portfolio is managed by Brenda McCombs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DXIVDimensional Etf Trust
Recent Activity
New Position
0.27%
$497,513
10,348 shares@ $48.08 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.05%
$91,627
100 shares@ $916.27 avg price
SOXXIshares Tr
Recent Activity
New Position
0.04%
$64,647
300 shares@ $215.49 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.04%
$63,523
190 shares@ $334.34 avg price
VVisa Inc
Recent Activity
New Position
0.04%
$63,208
200 shares@ $316.04 avg price
METAMeta Platforms Inc
Recent Activity
New Position
0.04%
$58,551
100 shares@ $585.51 avg price
DFAWDimensional Etf Trust
Recent Activity
New Position
0.01%
$63
1 shares@ $63.0 avg price