Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aspiriant

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

Top 5 stock holdings are ACWV, IUSV, VTEB, IVV, VIG, and represent 47.88% of Aspiriant's stock portfolio.
Added to shares of these 10 stocks: IVV (+$19M), DFAX (+$12M), VBR (+$8.1M), IEFA, TDG, VOTE, NETZ, AVGO, BND, VB.
Started 28 new stock positions in AFRM, HOOD, COUR, NOW, ENB, UPS, BEP, O, GWX, AMT.
Reduced shares in these 10 stocks: ACWI (-$13M), BILL (-$11M), LLY, QQQ, VTEB, CRBN, BRK.B, DEM, IVW, IYR.
Sold out of its positions in BLK, CANG, FDN, PPA, RPG, IVW, IYR, SUSA, ISTB, MKL. MCK, PM, SCHA, SCHF, PPH, VIS, ASML.
Aspiriant was a net buyer of stock by $19M.
Aspiriant has $2.6B in assets under management (AUM), dropping by 7.41%.
Central Index Key (CIK): 0001433541

Tip: Access up to 7 years of quarterly data

Positions held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Aspiriant

Aspiriant holds 291 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Msci Gbl Min Vol (ACWV)	10.5	$276M		2.4M	114.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	10.4	$274M		2.9M	95.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	10.1	$266M		5.2M	51.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.6	$254M	+7%	440k	576.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.3	$192M		969k	198.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.6	$173M	+4%	861k	200.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$81M		153k	527.66	View chart
Apple (AAPL)	2.7	$71M		305k	233.00	View chart
Ishares Tr Eafe Value Etf (EFV)	2.6	$68M		1.2M	57.53	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$56M		983k	57.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$43M	+10%	554k	78.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$38M	+3%	501k	75.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$35M		61k	573.75	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	1.2	$30M	-3%	66k	460.26	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$29M		698k	41.69	View chart
Ishares Tr Grwt Allocat Etf (AOR)	1.0	$26M		444k	59.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$26M		92k	283.16	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.9	$23M	-2%	709k	32.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$21M		68k	314.39	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.8	$21M	-4%	466k	44.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$20M		325k	63.00	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$20M	-3%	188k	108.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$20M	+161%	735k	27.01	View chart
Microsoft Corporation (MSFT)	0.7	$20M		46k	430.31	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.7	$20M	-6%	100k	196.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$18M	+2%	391k	46.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$16M		89k	174.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$14M	-5%	84k	166.82	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$14M		109k	125.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$13M		79k	165.85	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$13M		279k	45.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$13M		22k	586.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$11M	+12%	48k	237.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$11M	+2%	111k	101.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$10M	+4%	47k	220.89	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$10M		131k	76.70	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$9.7M		282k	34.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$9.6M		172k	55.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$9.5M		104k	91.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$8.5M		26k	326.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$8.0M	-2%	211k	38.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$7.7M	+2%	145k	52.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$7.4M		199k	37.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$7.4M		114k	64.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$7.3M	+2%	44k	167.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$6.9M		10.00	691180.00	View chart
Meta Platforms Cl A (META)	0.3	$6.9M		12k	572.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$6.6M		35k	189.80	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.2	$6.2M		195k	32.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$5.8M		86k	67.85	View chart
Amazon (AMZN)	0.2	$5.6M		30k	186.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.5M	+2%	14k	383.93	View chart
JPMorgan Chase & Co. (JPM)	0.2	$5.3M	+2%	25k	210.85	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	+6%	31k	173.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.9M		103k	47.85	View chart
Cincinnati Financial Corporation (CINF)	0.2	$4.5M		33k	136.12	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$4.2M		30k	139.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$4.1M	-8%	66k	62.32	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$4.1M	+213%	61k	67.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.0M	-14%	22k	179.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.0M		48k	83.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.9M		40k	97.42	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.1	$3.9M		118k	32.88	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$3.9M	-2%	57k	67.70	View chart
Rbc Cad (RY)	0.1	$3.8M		31k	124.73	View chart
Johnson & Johnson (JNJ)	0.1	$3.8M	+9%	23k	162.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.7M		28k	131.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.7M	+14%	9.7k	375.36	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$3.4M		41k	83.33	View chart
Oracle Corporation (ORCL)	0.1	$3.4M		20k	170.40	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$3.3M		42k	78.56	View chart
Bill Com Holdings Ord (BILL)	0.1	$3.3M	-76%	62k	52.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.2M		36k	88.14	View chart
Pepsi (PEP)	0.1	$3.1M		18k	170.05	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$3.1M		33k	92.46	View chart
TJX Companies (TJX)	0.1	$3.0M		25k	117.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.9M		23k	125.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.9M	+5%	25k	116.96	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.9M	NEW	2.0k	1427.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.8M	+2%	11k	263.30	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.8M	+6%	24k	117.22	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.7M	-82%	23k	119.55	View chart
NVIDIA Corporation (NVDA)	0.1	$2.7M	+12%	22k	121.44	View chart
Qualcomm (QCOM)	0.1	$2.7M		16k	170.05	View chart
UnitedHealth (UNH)	0.1	$2.6M	+4%	4.5k	584.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.6M	-40%	5.2k	488.08	View chart
Home Depot (HD)	0.1	$2.4M	+7%	6.0k	405.20	View chart
Chevron Corporation (CVX)	0.1	$2.4M	+6%	17k	147.27	View chart
Abbott Laboratories (ABT)	0.1	$2.3M		20k	114.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.2M		16k	142.04	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$2.2M	+14%	26k	84.79	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$2.2M		46k	46.91	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.1M	+2%	19k	110.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.1M		46k	45.86	View chart
Tcw Etf Trust Transform System (NETZ)	0.1	$2.0M	NEW	27k	73.93	View chart
Union Pacific Corporation (UNP)	0.1	$2.0M		7.9k	246.48	View chart
Broadcom (AVGO)	0.1	$1.9M	+1204%	11k	172.50	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.8M		3.2k	569.76	View chart
Lowe's Companies (LOW)	0.1	$1.8M		6.6k	270.85	View chart
Tesla Motors (TSLA)	0.1	$1.8M		6.8k	261.63	View chart
Costco Wholesale Corporation (COST)	0.1	$1.8M	-6%	2.0k	886.52	View chart
Merck & Co (MRK)	0.1	$1.7M	-3%	15k	113.57	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.7M	+5%	35k	49.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.7M	+5%	26k	66.52	View chart
salesforce (CRM)	0.1	$1.7M	-22%	6.3k	273.71	View chart
Abbvie (ABBV)	0.1	$1.7M		8.4k	197.48	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.6M		25k	64.81	View chart
Paychex (PAYX)	0.1	$1.6M		12k	134.19	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.5M		25k	62.70	View chart
Danaher Corporation (DHR)	0.1	$1.5M		5.5k	278.01	View chart
Walt Disney Company (DIS)	0.1	$1.5M		16k	96.19	View chart
Visa Com Cl A (V)	0.1	$1.5M	+4%	5.4k	274.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.4M		5.4k	267.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.4M		12k	117.29	View chart
Amgen (AMGN)	0.1	$1.4M		4.4k	322.21	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		2.9k	493.65	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$1.4M		31k	45.11	View chart
Wells Fargo & Company (WFC)	0.1	$1.4M	+4%	24k	56.49	View chart
Bank of America Corporation (BAC)	0.1	$1.4M		35k	39.68	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.4M	-9%	51k	26.69	View chart
American Express Company (AXP)	0.1	$1.4M	-12%	5.0k	271.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.3M	+18%	10k	128.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.3M	-19%	17k	78.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.3M		16k	83.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.3M		15k	84.53	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$1.3M		26k	48.59	View chart
General Dynamics Corporation (GD)	0.0	$1.3M	-7%	4.2k	302.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.2M	-4%	10k	121.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.2M	-3%	4.7k	263.83	View chart
Coca-Cola Company (KO)	0.0	$1.2M	+30%	17k	71.86	View chart
Silgan Holdings (SLGN)	0.0	$1.2M		23k	52.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.2M	-8%	15k	80.37	View chart
3M Company (MMM)	0.0	$1.2M	-6%	8.8k	136.70	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.2M	-6%	2.3k	517.78	View chart
Wal-Mart Stores (WMT)	0.0	$1.2M	-5%	15k	80.75	View chart
Cisco Systems (CSCO)	0.0	$1.1M		21k	53.22	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$1.1M		40k	27.70	View chart
Pfizer (PFE)	0.0	$1.1M	+6%	38k	28.94	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.1M	-11%	6.7k	162.91	View chart
Ge Aerospace Com New (GE)	0.0	$1.0M	+22%	5.5k	188.59	View chart
International Business Machines (IBM)	0.0	$1.0M	-18%	4.6k	221.10	View chart
Applied Materials (AMAT)	0.0	$1.0M	-16%	5.0k	202.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.0M		2.9k	353.48	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.0M	+10%	1.6k	618.57	View chart
Netflix (NFLX)	0.0	$992k	-4%	1.4k	709.27	View chart
Simon Property (SPG)	0.0	$989k		5.9k	169.01	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$986k		3.5k	284.00	View chart
Caterpillar (CAT)	0.0	$986k	-3%	2.5k	391.09	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$985k	NEW	42k	23.42	View chart
Us Bancorp Del Com New (USB)	0.0	$950k	+4%	21k	45.73	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$944k		13k	72.12	View chart
Canadian Pacific Kansas City (CP)	0.0	$924k		11k	85.54	View chart
Comcast Corp Cl A (CMCSA)	0.0	$919k	-8%	22k	41.77	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$844k		14k	62.69	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$840k	+9%	18k	47.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$825k		6.1k	135.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$816k		4.1k	197.18	View chart
Nextera Energy (NEE)	0.0	$809k	+21%	9.6k	84.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$806k	-33%	8.0k	100.72	View chart
McDonald's Corporation (MCD)	0.0	$802k	-7%	2.6k	304.47	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$792k	+6%	3.5k	225.76	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.0	$782k	-2%	12k	62.87	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$777k		13k	59.02	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$769k		4.3k	177.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$734k	+8%	3.0k	243.06	View chart
Eli Lilly & Co. (LLY)	0.0	$689k	-80%	778.00	886.12	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$684k		4.9k	139.49	View chart
FedEx Corporation (FDX)	0.0	$682k		2.5k	273.72	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$679k	-38%	6.2k	108.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$670k		3.7k	181.99	View chart
Docusign (DOCU)	0.0	$655k		11k	62.09	View chart
Intel Corporation (INTC)	0.0	$654k	+22%	28k	23.46	View chart
Automatic Data Processing (ADP)	0.0	$647k	+97%	2.3k	276.77	View chart
Novo-nordisk A S Adr (NVO)	0.0	$641k	-10%	5.4k	119.07	View chart
Vanguard World Materials Etf (VAW)	0.0	$633k		3.0k	211.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$630k		3.8k	167.67	View chart
Soleno Therapeutics (SLNO)	0.0	$612k		12k	50.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$594k		7.5k	79.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$589k		17k	34.07	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$583k		12k	47.52	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$578k	-4%	4.8k	119.70	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$577k	-9%	4.7k	123.62	View chart
Cloudflare Cl A Com (NET)	0.0	$559k	-21%	6.9k	80.89	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$549k	+2%	7.0k	78.91	View chart
Kinder Morgan (KMI)	0.0	$545k		25k	22.09	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$524k		36k	14.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$510k	+29%	6.1k	83.15	View chart
Duke Energy Corp Com New (DUK)	0.0	$478k	+13%	4.1k	115.31	View chart
Snowflake Cl A (SNOW)	0.0	$477k		4.2k	114.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$473k	-8%	4.4k	106.76	View chart
Starbucks Corporation (SBUX)	0.0	$463k		4.7k	97.48	View chart
Goldman Sachs (GS)	0.0	$459k	-32%	927.00	495.11	View chart
Esab Corporation (ESAB)	0.0	$449k		4.2k	106.31	View chart
Nike CL B (NKE)	0.0	$448k		5.1k	88.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$445k		1.8k	243.47	View chart
Honeywell International (HON)	0.0	$438k	+48%	2.1k	206.71	View chart
Loews Corporation (L)	0.0	$435k		5.5k	79.05	View chart
Stryker Corporation (SYK)	0.0	$432k	+3%	1.2k	361.38	View chart
Deere & Company (DE)	0.0	$428k	-13%	1.0k	417.33	View chart
Bristol Myers Squibb (BMY)	0.0	$419k	+19%	8.1k	51.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$414k		5.8k	71.73	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$413k		14k	30.23	View chart
Lockheed Martin Corporation (LMT)	0.0	$397k		679.00	584.56	View chart
Capital One Financial (COF)	0.0	$396k	-9%	2.6k	149.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$396k	NEW	3.8k	104.17	View chart
Truist Financial Corp equities (TFC)	0.0	$391k		9.1k	42.77	View chart
Verizon Communications (VZ)	0.0	$390k	+3%	8.7k	44.91	View chart
Ecolab (ECL)	0.0	$383k		1.5k	255.33	View chart
Jefferies Finl Group (JEF)	0.0	$374k		6.1k	61.55	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$374k		2.4k	153.13	View chart
Jfrog Ord Shs (FROG)	0.0	$367k		13k	29.04	View chart
Waste Management (WM)	0.0	$366k		1.8k	207.60	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.0	$365k		14k	26.08	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$363k		7.5k	48.54	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$360k		1.1k	324.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$358k		7.2k	49.70	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$355k	-3%	338.00	1051.24	View chart
Ge Vernova (GEV)	0.0	$347k	NEW	1.4k	254.98	View chart
Eaton Corp SHS (ETN)	0.0	$339k	+25%	1.0k	331.44	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	0.0	$334k		30k	11.20	View chart
Coursera (COUR)	0.0	$333k	NEW	42k	7.94	View chart
Dominion Resources (D)	0.0	$332k		5.7k	57.79	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$331k		11k	31.02	View chart
Metropcs Communications (TMUS)	0.0	$326k	-4%	1.6k	206.36	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$324k		3.0k	106.73	View chart
Novartis Sponsored Adr (NVS)	0.0	$323k	+9%	2.8k	115.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$321k		758.00	423.12	View chart
Servicenow (NOW)	0.0	$309k	NEW	345.00	894.39	View chart
Palo Alto Networks (PANW)	0.0	$303k		886.00	341.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$302k	+11%	2.6k	117.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$301k		4.6k	64.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$295k		1.6k	179.30	View chart
ResMed (RMD)	0.0	$294k	-5%	1.2k	244.12	View chart
Texas Instruments Incorporated (TXN)	0.0	$293k	+16%	1.4k	206.57	View chart
Vanguard World Health Car Etf (VHT)	0.0	$292k	+22%	1.0k	282.26	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$291k		4.5k	64.62	View chart
Morgan Stanley Com New (MS)	0.0	$291k	-8%	2.8k	104.23	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$286k		5.4k	52.66	View chart
Parker-Hannifin Corporation (PH)	0.0	$284k	-19%	449.00	631.82	View chart
Becton, Dickinson and (BDX)	0.0	$282k	+8%	1.2k	241.10	View chart
Box Cl A (BOX)	0.0	$282k		8.6k	32.73	View chart
Marathon Oil Corporation (MRO)	0.0	$279k		11k	26.63	View chart
Cigna Corp (CI)	0.0	$274k		791.00	346.44	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.0	$271k		8.3k	32.61	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$269k		3.3k	80.30	View chart
Flexshares Tr Us Quality Cap (QLC)	0.0	$268k	-8%	4.1k	65.04	View chart
ConocoPhillips (COP)	0.0	$267k	-8%	2.5k	105.28	View chart
MetLife (MET)	0.0	$265k		3.2k	82.48	View chart
United Parcel Service CL B (UPS)	0.0	$265k	NEW	1.9k	136.34	View chart
Solventum Corp Com Shs (SOLV)	0.0	$258k	-4%	3.7k	69.72	View chart
Anthem (ELV)	0.0	$256k	-27%	492.00	520.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$254k		4.1k	62.20	View chart
Linde SHS (LIN)	0.0	$248k		520.00	476.86	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$246k	NEW	3.3k	73.67	View chart
Elastic N V Ord Shs (ESTC)	0.0	$245k	-29%	3.2k	76.76	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$241k	NEW	8.6k	28.18	View chart
Diageo Spon Adr New (DEO)	0.0	$235k	NEW	1.7k	140.34	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$235k	-20%	8.5k	27.57	View chart
Illinois Tool Works (ITW)	0.0	$235k	-3%	896.00	262.07	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$234k	NEW	2.9k	80.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$230k		714.00	322.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$229k		1.7k	132.25	View chart
Target Corporation (TGT)	0.0	$229k	-12%	1.5k	155.86	View chart
Intercontinental Exchange (ICE)	0.0	$228k	NEW	1.4k	160.64	View chart
Public Service Enterprise (PEG)	0.0	$227k	NEW	2.5k	89.21	View chart
Sempra Energy (SRE)	0.0	$222k	NEW	2.7k	83.63	View chart
Enbridge (ENB)	0.0	$221k	NEW	5.4k	40.61	View chart
American Tower Reit (AMT)	0.0	$221k	NEW	949.00	232.56	View chart
Kraft Heinz (KHC)	0.0	$220k		6.3k	35.11	View chart
Kenvue (KVUE)	0.0	$220k	NEW	9.5k	23.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$215k	NEW	3.0k	71.76	View chart
Booking Holdings (BKNG)	0.0	$215k	-7%	51.00	4212.12	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$215k	NEW	6.3k	34.13	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$215k		3.0k	71.10	View chart
American Intl Group Com New (AIG)	0.0	$214k		2.9k	73.23	View chart
Boeing Company (BA)	0.0	$213k	+26%	1.4k	152.07	View chart
Realty Income (O)	0.0	$212k	NEW	3.3k	63.41	View chart
At&t (T)	0.0	$210k	-4%	9.6k	22.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$208k	NEW	4.1k	51.04	View chart
Affirm Hldgs Com Cl A (AFRM)	0.0	$206k	NEW	5.0k	40.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$205k	NEW	1.9k	107.65	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$204k	-12%	725.00	281.37	View chart
S&p Global (SPGI)	0.0	$204k	NEW	394.00	516.62	View chart
Clorox Company (CLX)	0.0	$202k	NEW	1.2k	162.85	View chart
Occidental Petroleum Corporation (OXY)	0.0	$201k		3.9k	51.53	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.0	$145k	NEW	65k	2.22	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$102k		23k	4.37	View chart
Monroe Cap (MRCC)	0.0	$89k		11k	8.08	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$61k	NEW	25k	2.44	View chart
Gabelli Equity Trust (GAB)	0.0	$59k		11k	5.49	View chart
Danimer Scientific Com Cl A (DNMR)	0.0	$5.4k		12k	0.45	View chart

Past Filings by Aspiriant

SEC 13F filings are viewable for Aspiriant going back to 2011

Aspiriant 2024 Q3 filed Oct. 17, 2024
Aspiriant 2024 Q2 filed July 15, 2024
Aspiriant 2024 Q1 filed April 15, 2024
Aspiriant 2023 Q4 filed Jan. 26, 2024
Aspiriant 2023 Q3 filed Oct. 18, 2023
Aspiriant 2023 Q2 filed July 19, 2023
Aspiriant 2023 Q1 filed April 27, 2023
Aspiriant 2022 Q4 filed Jan. 23, 2023
Aspiriant 2022 Q3 filed Oct. 28, 2022
Aspiriant 2022 Q2 filed July 25, 2022
Aspiriant 2022 Q1 filed May 6, 2022
Aspiriant 2021 Q4 filed Feb. 14, 2022
Aspiriant 2021 Q3 filed Oct. 27, 2021
Aspiriant 2021 Q2 filed Aug. 13, 2021
Aspiriant 2021 Q1 filed May 11, 2021
Aspiriant 2020 Q4 filed Feb. 1, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z