Aspiriant

Latest statistics and disclosures from ASPIRIANT's latest quarterly 13F-HR filing:

ASPIRIANT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Goldman Sachs Group Inc sp enhcmd37etn 22.64 +4.00% 3261262 47.90 0.00
IVV iShares S&P; 500 Index 17.54 +2.00% 643361 188.14 197.97
SPY SPDR S&P; 500 ETF 9.03 -2.00% 333272 187.01 196.71
RWX SPDR DJ International Real Estate ETF 7.65 +6.00% 1281637 41.17 44.45
BRK.B Berkshire Hathaway 7.07 390530 124.97 0.00
IWW iShares Russell 3000 Value Index 5.06 +23.00% 276269 126.31 131.04
VEU Vanguard FTSE All-World ex-US ETF 4.94 677435 50.31 52.30
Ubs Ag Jersey Brh Alerian Infrst 3.68 +11.00% 637538 39.83 0.00
VWO Vanguard Emerging Markets ETF 2.72 +3.00% 462991 40.58 44.43
IWB iShares Russell 1000 Index 2.61 171682 104.77 109.90
XLF Financial Select Sector SPDR 2.28 +2.00% 703767 22.34 22.76
IWD iShares Russell 1000 Value Index 1.11 +38.00% 79708 96.50 100.91
Jp Morgan Alerian Mlp Index 0.81 +31.00% 119793 46.54 0.00
VNQ Vanguard REIT ETF 0.70 -7.00% 68474 70.63 76.17
Barclays Bk Plc Ipspgs Ttl Etn etf 0.58 120530 33.49 0.00
CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF 0.55 +40.00% 36295 105.47 105.38
Ishares Inc core msci emkt 0.51 +116.00% 71848 49.08 0.00
IFGL iShares FTSE EPRA/NAREIT Dev Gl Real ETF 0.47 -18.00% 107706 30.05 32.38
Ishares Core Msci Eafe Etf core msci eafe 0.46 +87.00% 51926 61.07 0.00
EFV iShares MSCI EAFE Value Index 0.40 +10.00% 48228 57.58 58.06
IWN iShares Russell 2000 Value Index 0.37 25518 100.83 98.14
MMM 3M Company 0.36 +16.00% 18436 135.66 143.69
IWM iShares Russell 2000 Index 0.34 20274 116.36 113.55
IWF iShares Russell 1000 Growth Index 0.34 +22.00% 27389 86.53 90.95
GWX SPDR S&P; International Small Cap 0.31 -19.00% 63321 33.89 35.03
BRK.A Berkshire Hathaway 0.30 11 187363.64 0.00
JKD iShares Morningstar Large Core Idx 0.29 NEW 17831 110.59 113.84
Powershares Senior Loan Portfo mf 0.28 NEW 77804 24.81 0.00
Ishares Tr fltg rate nt 0.26 NEW 35878 50.70 0.00
EEM iShares MSCI Emerging Markets Indx 0.25 -43.00% 42865 41.01 44.86
USB U.S. Ban 0.25 40300 42.85 42.77
DBC PowerShares DB Com Indx Trckng Fund 0.24 +32.00% 64587 26.12 25.55
IWC iShares Russell Microcap Index 0.24 21321 77.29 72.01
STPZ PIMCO 1-5 Year US TIPS Index Fund 0.24 NEW 31788 52.94 53.39
VGT Vanguard Information Technology ETF 0.22 NEW 16728 91.52 98.93
Vanguard Scottsdale Fds cmn 0.20 NEW 16162 86.50 0.00
VBK Vanguard Small-Cap Growth ETF 0.18 9984 124.20 123.30
Spdr Short-term High Yield mf 0.18 NEW 39895 30.98 0.00
VTI Vanguard Total Stock Market ETF 0.17 -5.00% 11778 97.47 101.53
RWR SPDR DJ Wilshire REIT 0.17 NEW 15104 78.06 84.64
ACWX iShares MSCI ACWI ex US Index Fund 0.17 -31.00% 24849 46.56 48.24
PG Procter & Gamble Company 0.16 13794 80.61 78.65
EFA iShares MSCI EAFE Index Fund 0.16 -2.00% 16146 67.20 67.72
VB Vanguard Small-Cap ETF 0.16 -6.00% 9644 112.92 113.52
SHM SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 0.16 -73.00% 46044 24.26 24.38
SUB iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF 0.16 +25.00% 10429 106.24 106.28
ACWI iShares MSCI ACWI Index Fund 0.15 18368 58.14 60.67
ISHARES TR MSCI Small Cap msci small cap 0.15 +17.00% 19703 52.17 0.00
Ishares High Dividend Equity F 0.15 +343.00% 14423 71.41 0.00
IWO iShares Russell 2000 Growth Index 0.14 -9.00% 7212 136.02 133.05
IWV iShares Russell 3000 Index 0.14 8773 112.28 117.05
IHF iShares Dow Jones US Health Care 0.14 NEW 9839 98.89 105.00
Imperva 0.14 17500 55.71 0.00
AAPL Apple 0.13 +33.00% 1647 536.73 98.38
ICF iShares Cohen & Steers Realty Maj. 0.13 10600 82.26 89.47
Wisdomtree Tr intl hedge eqt 0.13 NEW 15488 56.56 0.00
VBR Vanguard Small-Cap Value ETF 0.12 -11.00% 8230 100.61 102.43
Spdr Series Trust cmn 0.12 15204 54.66 0.00
VTV Vanguard Value ETF 0.11 9483 78.14 81.27
IWR iShares Russell Midcap Index Fund 0.10 4250 154.82 159.81
Fireeye 0.10 NEW 11084 61.53 0.00
Vanguard Malvern Fds strm infproidx 0.09 12762 49.37 0.00
XOM Exxon Mobil Corporation 0.08 +20.00% 5984 97.76 102.69
FWRD Forward Air Corporation 0.08 11373 46.07 45.46
IJR iShares S&P; SmallCap 600 Index 0.08 5114 110.09 108.12
AMGN Amgen 0.07 3640 123.35 130.44
CIU iShares Barclays Inter Crd Bd Fund ETF) 0.07 4232 109.17 109.88
BWZ SPDR Barclays Capital Short Term Int ETF 0.07 -42.00% 13585 36.00 35.89
JNJ Johnson & Johnson 0.05 +45.00% 3622 98.29 102.10
GE General Electric Company 0.05 -21.00% 13697 25.92 25.51
DGS WisdomTree Emerging Mkts Small Cp Div Fd 0.05 NEW 7430 46.57 48.98
GMM SPDR S&P; Emerging Markets 0.05 5543 63.32 70.06
VIS Vanguard Industrials ETF 0.05 NEW 3766 100.64 101.27
MS Morgan Stanley 0.04 -32.00% 8100 31.11 32.92
AGG iShares Lehman Aggregate Bond 0.04 2823 108.04 109.28
EWS iShares MSCI Singapore Index Fund 0.04 18939 13.04 14.05
IBM International Business Machines 0.03 NEW 1124 192.17 194.72
IVE iShares S&P; 500 Value Index 0.03 -36.00% 2412 87.06 90.62
CMF iShares S&P; Cal AMTFr Mncpl Bnd Fd 0.03 NEW 1917 113.20 116.02
IDV iShares Dow Jones EPAC Sel Div Ind 0.03 NEW 6205 38.68 39.22
DXJ WisdomTree Japan Total Dividend Fd 0.03 NEW 4235 47.23 50.71

Past 13F-HR SEC Filings for ASPIRIANT

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