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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
IWMIshares Tr
Recent Activity
0.02%
$32,261
146 shares@ $220.97 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 200%
0.02%
$30,177
1,089 shares@ $27.72 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
0.02%
$23,801
590 shares@ $40.35 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.01%
$17,664
762 shares@ $23.19 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
0.01%
$12,067
290 shares@ $41.62 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
0.01%
$10,824
226 shares@ $47.9 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 100.45%
0.01%
$10,329
455 shares@ $22.71 avg price
FNDESchwab Strategic Tr
Recent Activity
0.01%
$8,686
299 shares@ $29.06 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 121.39%
0.01%
$8,470
352 shares@ $24.07 avg price
MINTPimco Etf Tr
Recent Activity
Increased 9.1%
0.01%
$8,429
84 shares@ $100.35 avg price