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 IVV, IUSV, VBR, ACWV, VIG, and represent 48.27% of Aspiriant's stock portfolio.
Added to shares of these 10 stocks: VBR (+$9.2M), IEFA (+$5.9M), FBND, IUSV, DLN, VB, VUSB, BND, VIG, DFNM.
Started 15 new stock positions in VHT, IYW, REZI, ILCG, UBER, RDIV, STRL, XERS, SCHF, BEP. SOXX, PVLA, DDOG, SCHA, DFAW.
Reduced shares in these 10 stocks: VTEB (-$35M), IVV (-$18M), AGG (-$12M), EFA, IWR, EEM, AAPL, IWP, BRK.B, LQD.
Sold out of its positions in AFRM, MO, DTE, DVN, FTNT, GSBD, IXN, IVW, SUB, IEI.
Aspiriant was a net seller of stock by $-66M.
Aspiriant has $3.3B in assets under management (AUM), dropping by 3.93%.
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 297 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.2	$401M	-4%	598k	669.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	11.0	$360M		3.6M	99.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	9.7	$319M	+2%	1.5M	208.71	View chart
Ishares Msci Gbl Min Vol (ACWV)	8.9	$290M		2.4M	119.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.4	$209M		969k	215.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.3	$207M	-14%	4.1M	50.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$96M		157k	612.38	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$76M		1.1M	67.83	View chart
Apple (AAPL)	2.3	$75M	-2%	293k	254.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.2	$73M	+8%	839k	87.31	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$67M		1.0M	65.92	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.3	$41M		112k	365.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$41M	+2%	545k	74.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$40M		60k	666.18	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$36M		338k	106.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$32M		725k	44.69	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.0	$32M	-2%	333k	95.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$31M		96k	328.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$31M	-4%	61k	502.74	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.9	$30M	+2%	466k	64.38	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.8	$26M		115k	226.87	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$25M	+14%	548k	46.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$23M		328k	71.37	View chart
Microsoft Corporation (MSFT)	0.7	$23M	-4%	45k	517.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$23M		737k	31.38	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.7	$23M		624k	36.16	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.6	$19M		420k	45.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$19M	+7%	75k	254.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$19M		102k	186.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$18M		74k	243.10	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$18M	+5%	367k	47.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$16M	-42%	164k	100.25	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$15M	-4%	106k	142.55	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$15M		281k	53.87	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$15M		85k	176.81	View chart
Tcw Etf Trust Transform System (PWRD)	0.4	$14M		143k	97.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$12M		320k	38.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$11M		46k	241.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$11M		192k	58.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$11M		252k	42.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$10M	-2%	42k	243.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$9.8M		13k	746.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$9.7M		26k	378.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$9.3M		202k	46.12	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.3	$8.3M	+3%	106k	78.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$8.2M	+2%	138k	59.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$8.1M		85k	95.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$8.0M	+3%	117k	68.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$7.8M	+38%	90k	87.03	View chart
Meta Platforms Cl A (META)	0.2	$7.8M	-3%	11k	734.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.5M	+3%	37k	203.59	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.3M	-5%	23k	315.42	View chart
Amazon (AMZN)	0.2	$7.0M	+5%	32k	219.57	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$6.5M	-2%	77k	84.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.1M	+6%	13k	479.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.1M	+5%	51k	118.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$6.1M		230k	26.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$6.0M		8.00	754200.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$6.0M		111k	54.18	View chart
Oracle Corporation (ORCL)	0.2	$5.6M		20k	281.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.5M		38k	145.65	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.2	$5.5M	+6%	164k	33.63	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.2	$5.1M	+7%	142k	35.90	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$4.8M		30k	162.48	View chart
Procter & Gamble Company (PG)	0.1	$4.8M	-3%	31k	153.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.6M	-50%	49k	93.37	View chart
NVIDIA Corporation (NVDA)	0.1	$4.6M	-5%	25k	186.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.6M		28k	164.54	View chart
Cincinnati Financial Corporation (CINF)	0.1	$4.6M	-3%	29k	158.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$4.5M	+10%	15k	307.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$4.4M		57k	76.72	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$4.3M	+38%	87k	49.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.3M		7.2k	600.38	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$4.2M		83k	50.63	View chart
Rbc Cad (RY)	0.1	$4.1M		28k	147.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.8M	-11%	59k	65.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.8M	-50%	39k	96.55	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$3.6M		40k	89.37	View chart
Johnson & Johnson (JNJ)	0.1	$3.6M	-4%	19k	185.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.5M	-24%	7.6k	468.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.4M		37k	91.42	View chart
Broadcom (AVGO)	0.1	$3.3M	-8%	10k	329.91	View chart
Bill Com Holdings Ord (BILL)	0.1	$3.2M		60k	52.97	View chart
TJX Companies (TJX)	0.1	$3.1M		22k	144.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.0M	-14%	16k	189.69	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.9M		26k	112.75	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.6M		2.0k	1318.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.6M		35k	73.46	View chart
Pepsi (PEP)	0.1	$2.4M	-8%	17k	140.44	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.4M		17k	138.24	View chart
Tesla Motors (TSLA)	0.1	$2.3M	-23%	5.1k	444.72	View chart
Abbott Laboratories (ABT)	0.1	$2.3M		17k	133.94	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.3M	-4%	24k	95.47	View chart
Home Depot (HD)	0.1	$2.3M		5.6k	405.16	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$2.2M		16k	140.05	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$2.2M	+16%	45k	47.58	View chart
Abbvie (ABBV)	0.1	$2.1M	+9%	9.2k	231.54	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.1M	-55%	40k	53.40	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.1M		19k	110.49	View chart
Chevron Corporation (CVX)	0.1	$2.1M	-5%	13k	155.29	View chart
Qualcomm (QCOM)	0.1	$2.0M	-4%	12k	166.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M		78k	25.71	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$2.0M		42k	47.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.9M		3.2k	596.13	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	-8%	2.0k	925.63	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M	-4%	22k	83.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.8M	-5%	3.1k	568.66	View chart
Lowe's Companies (LOW)	0.1	$1.8M	+6%	7.0k	251.31	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.8M	-50%	12k	142.41	View chart
Bank of America Corporation (BAC)	0.1	$1.7M	-5%	33k	51.59	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.7M		14k	125.95	View chart
Netflix (NFLX)	0.1	$1.7M	-3%	1.4k	1198.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.6M		12k	140.95	View chart
Visa Com Cl A (V)	0.0	$1.6M	+3%	4.8k	341.41	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.6M		9.4k	167.33	View chart
Union Pacific Corporation (UNP)	0.0	$1.5M	-10%	6.4k	236.37	View chart
General Dynamics Corporation (GD)	0.0	$1.5M	-10%	4.4k	341.00	View chart
Walt Disney Company (DIS)	0.0	$1.5M	-2%	13k	114.50	View chart
Trane Technologies SHS (TT)	0.0	$1.5M	-5%	3.6k	421.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.5M	+9%	51k	29.11	View chart
Automatic Data Processing (ADP)	0.0	$1.4M	-16%	4.9k	293.50	View chart
American Express Company (AXP)	0.0	$1.4M		4.3k	332.16	View chart
Paychex (PAYX)	0.0	$1.4M		11k	126.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.3M	-9%	4.5k	297.62	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.3M	-5%	20k	63.83	View chart
International Business Machines (IBM)	0.0	$1.3M	-3%	4.5k	282.18	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.3M	-2%	6.6k	192.74	View chart
Amgen (AMGN)	0.0	$1.3M		4.5k	282.20	View chart
Ge Aerospace Com New (GE)	0.0	$1.3M	-10%	4.2k	300.82	View chart
Cisco Systems (CSCO)	0.0	$1.2M		18k	68.42	View chart
Wal-Mart Stores (WMT)	0.0	$1.2M	-11%	12k	103.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.2M	-49%	11k	111.48	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$1.2M		40k	30.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.2M		5.8k	209.34	View chart
Caterpillar (CAT)	0.0	$1.2M		2.5k	477.05	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$1.2M		24k	48.03	View chart
Merck & Co (MRK)	0.0	$1.2M	-17%	14k	83.94	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$1.1M		13k	88.14	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.1M		3.4k	320.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.1M	-11%	40k	27.30	View chart
3M Company (MMM)	0.0	$1.1M	-4%	7.0k	155.19	View chart
UnitedHealth (UNH)	0.0	$1.1M	-8%	3.1k	345.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.0M	+22%	3.7k	281.86	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.0M	-2%	2.9k	352.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.0M		3.4k	293.74	View chart
Silgan Holdings (SLGN)	0.0	$995k		23k	43.01	View chart
Simon Property (SPG)	0.0	$993k		5.3k	187.68	View chart
salesforce (CRM)	0.0	$984k	-18%	4.2k	237.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$978k	+89%	31k	31.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$942k		2.6k	355.47	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$937k		16k	58.85	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$932k		6.9k	135.65	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$906k		18k	49.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$901k		13k	68.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$888k		6.3k	142.10	View chart
Capital One Financial (COF)	0.0	$874k	+8%	4.1k	212.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$872k	-50%	4.2k	206.53	View chart
Us Bancorp Del Com New (USB)	0.0	$862k	-12%	18k	48.33	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$847k		10k	83.20	View chart
Coca-Cola Company (KO)	0.0	$844k	-8%	13k	66.32	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$838k		13k	64.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$825k		10k	81.19	View chart
Soleno Therapeutics (SLNO)	0.0	$820k		12k	67.60	View chart
Danaher Corporation (DHR)	0.0	$819k	-10%	4.1k	198.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$804k	+93%	13k	60.03	View chart
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)	0.0	$802k		12k	66.29	View chart
Thermo Fisher Scientific (TMO)	0.0	$784k		1.6k	485.02	View chart
Uber Technologies (UBER)	0.0	$754k	NEW	7.7k	97.97	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$752k	+143%	6.1k	122.45	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$743k	+6%	5.4k	137.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$740k		5.1k	145.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$738k	-30%	8.9k	82.96	View chart
Canadian Pacific Kansas City (CP)	0.0	$730k		9.8k	74.49	View chart
Docusign (DOCU)	0.0	$728k		10k	72.09	View chart
Pfizer (PFE)	0.0	$714k		28k	25.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$705k		2.4k	293.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$700k	NEW	13k	52.12	View chart
Goldman Sachs (GS)	0.0	$698k	-12%	876.00	796.35	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$694k		4.9k	141.50	View chart
Kinder Morgan (KMI)	0.0	$678k	-3%	24k	28.31	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$662k	-2%	14k	46.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$653k		17k	37.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$641k		3.7k	174.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$636k	NEW	27k	23.28	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$618k		3.7k	165.68	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$616k		36k	17.27	View chart
Applied Materials (AMAT)	0.0	$615k	-7%	3.0k	204.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$607k	+30%	21k	29.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$572k		7.9k	72.77	View chart
Datadog Cl A Com (DDOG)	0.0	$570k	NEW	4.0k	142.40	View chart
Jfrog Ord Shs (FROG)	0.0	$556k		12k	47.33	View chart
Comcast Corp Cl A (CMCSA)	0.0	$535k	-6%	17k	31.42	View chart
McDonald's Corporation (MCD)	0.0	$529k	-6%	1.7k	303.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$516k	-4%	4.0k	129.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$515k		7.0k	73.48	View chart
FedEx Corporation (FDX)	0.0	$514k	-22%	2.2k	235.81	View chart
Servicenow (NOW)	0.0	$507k	+15%	551.00	920.28	View chart
Morgan Stanley Com New (MS)	0.0	$500k	-2%	3.1k	158.94	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$499k		14k	36.55	View chart
Ge Vernova (GEV)	0.0	$495k	-18%	805.00	614.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$488k		4.5k	108.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$485k	-7%	4.7k	103.07	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$481k		1.1k	435.46	View chart
Vanguard World Materials Etf (VAW)	0.0	$476k		2.3k	204.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$476k		4.3k	111.22	View chart
Esab Corporation (ESAB)	0.0	$472k		4.2k	111.74	View chart
Deere & Company (DE)	0.0	$460k	-3%	1.0k	457.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$454k	-41%	5.8k	78.91	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$446k	+33%	5.7k	78.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$440k		5.6k	78.90	View chart
Truist Financial Corp equities (TFC)	0.0	$434k	-18%	9.5k	45.72	View chart
Eli Lilly & Co. (LLY)	0.0	$433k	-10%	567.00	763.00	View chart
Blackrock (BLK)	0.0	$427k	-3%	366.00	1165.87	View chart
Eaton Corp SHS (ETN)	0.0	$424k	+67%	1.1k	374.25	View chart
Duke Energy Corp Com New (DUK)	0.0	$414k		3.3k	123.77	View chart
Starbucks Corporation (SBUX)	0.0	$412k		4.9k	84.61	View chart
Ecolab (ECL)	0.0	$411k	-16%	1.5k	273.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$409k		2.1k	194.50	View chart
Intel Corporation (INTC)	0.0	$408k	-29%	12k	33.55	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$402k	NEW	1.5k	271.12	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$399k	-22%	16k	25.56	View chart
Jefferies Finl Group (JEF)	0.0	$397k		6.1k	65.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$395k		17k	23.47	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$386k	NEW	3.7k	104.30	View chart
Palo Alto Networks (PANW)	0.0	$376k	-26%	1.8k	203.62	View chart
Palvella Therapeutics Inc Ne (PVLA)	0.0	$367k	NEW	5.9k	62.69	View chart
Waste Management (WM)	0.0	$365k	-13%	1.7k	220.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$357k	NEW	13k	27.90	View chart
Metropcs Communications (TMUS)	0.0	$355k	-10%	1.5k	239.38	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.0	$353k		14k	25.23	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$352k		758.00	463.74	View chart
Dominion Resources (D)	0.0	$350k		5.7k	61.17	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$350k	-14%	6.6k	53.03	View chart
GSK Sponsored Adr (GSK)	0.0	$345k		8.0k	43.16	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$343k		9.6k	35.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$341k	-50%	2.4k	139.67	View chart
Sterling Construction Company (STRL)	0.0	$340k	NEW	1.0k	339.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$338k	-20%	4.2k	79.93	View chart
Parker-Hannifin Corporation (PH)	0.0	$336k	-4%	443.00	758.15	View chart
Lockheed Martin Corporation (LMT)	0.0	$329k	-31%	659.00	499.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$325k		1.9k	170.85	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$324k		12k	27.81	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$324k		8.1k	40.16	View chart
ConocoPhillips (COP)	0.0	$316k	-29%	3.3k	94.59	View chart
Illinois Tool Works (ITW)	0.0	$315k	-2%	1.2k	260.76	View chart
Nextera Energy (NEE)	0.0	$313k	-2%	4.2k	75.49	View chart
Medtronic SHS (MDT)	0.0	$308k		3.2k	95.24	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$307k		4.1k	75.11	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$305k	-10%	1.1k	275.11	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.0	$304k		3.0k	100.29	View chart
Verizon Communications (VZ)	0.0	$304k	-12%	6.9k	43.95	View chart
McKesson Corporation (MCK)	0.0	$301k	-27%	390.00	772.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$295k		4.1k	72.44	View chart
Flexshares Tr Us Quality Cap (QLC)	0.0	$293k		3.8k	77.97	View chart
Honeywell International (HON)	0.0	$290k	-20%	1.4k	210.50	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$287k		714.00	402.51	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	0.0	$286k		30k	9.61	View chart
Bristol Myers Squibb (BMY)	0.0	$280k	-18%	6.2k	45.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$279k	+7%	2.8k	99.53	View chart
National Fuel Gas (NFG)	0.0	$277k	-9%	3.0k	92.37	View chart
Box Cl A (BOX)	0.0	$277k		8.6k	32.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$277k		3.2k	87.21	View chart
Booking Holdings (BKNG)	0.0	$275k	-28%	51.00	5399.27	View chart
Enbridge (ENB)	0.0	$274k		5.4k	50.46	View chart
Novo-nordisk A S Adr (NVO)	0.0	$274k		4.9k	55.49	View chart
Boeing Company (BA)	0.0	$274k		1.3k	215.95	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$269k		4.5k	59.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$268k		4.1k	65.00	View chart
MetLife (MET)	0.0	$265k	-16%	3.2k	82.37	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$263k		3.3k	79.80	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$253k		6.3k	40.18	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$252k		2.5k	99.77	View chart
American Intl Group Com New (AIG)	0.0	$245k	-10%	3.1k	78.54	View chart
Novartis Sponsored Adr (NVS)	0.0	$244k	-6%	1.9k	128.24	View chart
Linde SHS (LIN)	0.0	$242k	-11%	509.00	475.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$241k		2.0k	120.49	View chart
Arista Networks Com Shs (ANET)	0.0	$241k	-44%	1.7k	145.71	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$239k	+3%	771.00	309.74	View chart
Vanguard World Health Car Etf (VHT)	0.0	$238k	NEW	919.00	259.46	View chart
Intercontinental Exchange (ICE)	0.0	$238k	-12%	1.4k	168.48	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$237k	NEW	3.3k	71.86	View chart
Chubb (CB)	0.0	$232k	-37%	823.00	282.25	View chart
Southern California Bancorp (BCAL)	0.0	$232k		14k	16.68	View chart
Philip Morris International (PM)	0.0	$225k	-37%	1.4k	162.20	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$221k	NEW	8.6k	25.79	View chart
General Mills (GIS)	0.0	$217k		4.3k	50.42	View chart
At&t (T)	0.0	$217k	-14%	7.7k	28.24	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$216k	-8%	8.2k	26.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$215k		1.9k	113.88	View chart
Intuit (INTU)	0.0	$212k	-15%	310.00	683.57	View chart
Resideo Technologies (REZI)	0.0	$212k	NEW	4.9k	43.18	View chart
Cigna Corp (CI)	0.0	$211k	-18%	732.00	288.25	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$209k	-73%	847.00	246.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$204k	NEW	1.0k	195.78	View chart
Xeris Pharmaceuticals (XERS)	0.0	$163k	NEW	20k	8.14	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$111k	-2%	23k	4.81	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$56k	-6%	25k	2.23	View chart

Past Filings by Aspiriant

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

Aspiriant 2025 Q3 filed Oct. 24, 2025
Aspiriant 2025 Q2 filed July 29, 2025
Aspiriant 2025 Q1 filed April 21, 2025
Aspiriant 2024 Q4 filed Jan. 16, 2025
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

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