Aspiriant
Latest statistics and disclosures from Aspiriant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWV, VBR, IUSV, VIG, BILL, and represent 47.41% of Aspiriant's stock portfolio.
- Added to shares of these 10 stocks: IUSV (+$19M), VBR (+$15M), ACWV (+$12M), IVV (+$9.6M), DFAT (+$9.2M), VIG (+$8.5M), DFAC (+$7.7M), IEMG (+$7.2M), DFAS (+$6.3M), IWN.
- Started 34 new stock positions in MRNA, KHC, SPIB, BLK, SPIP, BUD, IWC, SCHF, XRT, SPLV.
- Reduced shares in these 10 stocks: NET (-$31M), BND, AAPL, CINF, DOCU, AGG, HYMB, MUB, CRM, SPT.
- Sold out of its positions in CINF, CQQQ, iShares Gold Trust.
- Aspiriant was a net buyer of stock by $98M.
- Aspiriant has $1.8B in assets under management (AUM), dropping by 13.00%.
- Central Index Key (CIK): 0001433541
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Portfolio Holdings for Aspiriant
Companies in the Aspiriant portfolio as of the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Gbl Min Vol (ACWV) | 15.7 | $278M | +4% | 2.7M | 102.86 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 11.7 | $207M | +8% | 1.2M | 173.67 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 10.2 | $180M | +11% | 2.5M | 71.96 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $99M | +9% | 642k | 154.79 | |
| Bill Com Holdings Ord (BILL) | 4.2 | $74M | 405k | 183.18 | ||
| Ishares Core Msci Emkt (IEMG) | 4.1 | $73M | +11% | 1.1M | 66.99 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $59M | +2% | 151k | 393.48 | |
| Ishares Tr Eafe Value Etf (EFV) | 3.2 | $56M | +6% | 1.1M | 51.76 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $48M | +25% | 112k | 429.92 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 2.6 | $46M | +4% | 998k | 45.68 | |
| Apple Call Option (AAPL) | 2.5 | $44M | -4% | 321k | 136.00 | |
| Ishares Tr National Mun Etf (MUB) | 2.5 | $44M | -2% | 371k | 117.20 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $43M | -5% | 496k | 85.88 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $29M | 67k | 428.05 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.2 | $22M | +22% | 131k | 165.79 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $21M | 330k | 63.39 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $19M | +7% | 79k | 242.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $19M | 68k | 277.94 | ||
| Facebook Cl A (FB) | 0.9 | $16M | 47k | 347.71 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $15M | 395k | 36.69 | ||
| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.8 | $14M | +5% | 424k | 32.26 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $13M | +9% | 56k | 229.38 | |
| Microsoft Corporation (MSFT) | 0.7 | $12M | 44k | 270.89 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $10M | 4.2k | 2441.97 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $9.7M | 44k | 222.84 | ||
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $9.2M | NEW | 205k | 44.80 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.5 | $8.2M | 183k | 45.06 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $8.0M | 109k | 73.59 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $7.7M | NEW | 287k | 26.98 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $7.0M | +24% | 44k | 158.67 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $6.6M | +2% | 121k | 54.31 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $6.3M | +32% | 62k | 101.19 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $6.3M | NEW | 107k | 58.40 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $6.2M | 113k | 55.13 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $5.7M | 22k | 256.03 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $5.5M | 14k | 399.02 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $5.0M | 2.0k | 2507.51 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $5.0M | 96k | 51.55 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $4.8M | +46% | 35k | 137.53 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $4.8M | +28% | 65k | 74.17 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $4.7M | -4% | 45k | 103.98 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $4.6M | +52% | 82k | 55.96 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $4.6M | +241% | 83k | 55.28 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.5M | -27% | 39k | 115.38 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $4.4M | +59% | 59k | 74.89 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.0M | +3% | 51k | 78.91 | |
| Johnson & Johnson (JNJ) | 0.2 | $3.9M | 24k | 164.71 | ||
| Cloudflare Cl A Com (NET) | 0.2 | $3.9M | -88% | 37k | 105.82 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.8M | +28% | 9.00 | 418666.67 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $3.8M | +7% | 24k | 155.49 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $3.7M | +45% | 58k | 64.13 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $3.7M | +11% | 22k | 165.88 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.5M | +8% | 35k | 101.73 | |
| Amazon (AMZN) | 0.2 | $3.4M | +17% | 1.0k | 3441.12 | |
| Rbc Cad (RY) | 0.2 | $3.4M | +4% | 34k | 101.31 | |
| Procter & Gamble Company (PG) | 0.2 | $3.2M | -14% | 24k | 134.98 | |
| Walt Disney Company (DIS) | 0.2 | $3.2M | 18k | 175.74 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.2M | +19% | 14k | 225.14 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $3.2M | 30k | 107.95 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $3.0M | 38k | 79.23 | ||
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $3.0M | -3% | 39k | 75.54 | |
| Docusign (DOCU) | 0.2 | $2.9M | -37% | 11k | 279.61 | |
| Pepsi (PEP) | 0.2 | $2.9M | 20k | 148.16 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.9M | +28% | 10k | 286.88 | |
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.2 | $2.9M | -27% | 48k | 60.81 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.8M | 34k | 82.75 | ||
| Brown Forman Corp CL B (BF.B) | 0.1 | $2.5M | NEW | 34k | 74.95 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $2.5M | 47k | 53.32 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.3M | +26% | 8.7k | 271.39 | |
| salesforce (CRM) | 0.1 | $2.3M | -22% | 9.3k | 244.29 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.2M | 22k | 98.75 | ||
| Abbott Laboratories (ABT) | 0.1 | $2.2M | +2% | 19k | 115.90 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $2.1M | +20% | 36k | 58.48 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | 9.0k | 220.00 | ||
| Danaher Corporation (DHR) | 0.1 | $1.9M | 7.2k | 268.56 | ||
| TJX Companies (TJX) | 0.1 | $1.9M | 28k | 67.34 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.9M | +18% | 9.4k | 200.83 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.9M | 20k | 95.04 | ||
| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | 25k | 72.84 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.7M | +16% | 15k | 113.01 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.7M | +93% | 21k | 82.10 | |
| Qualcomm (QCOM) | 0.1 | $1.7M | 12k | 142.74 | ||
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.7M | 15k | 110.50 | ||
| Elastic N V Ord Shs (ESTC) | 0.1 | $1.6M | -4% | 11k | 145.73 | |
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $1.6M | +36% | 50k | 32.20 | |
| Align Technology (ALGN) | 0.1 | $1.6M | -10% | 2.6k | 610.38 | |
| Chevron Corporation (CVX) | 0.1 | $1.5M | +5% | 15k | 104.76 | |
| Bank of America Corporation (BAC) | 0.1 | $1.5M | +3% | 36k | 41.25 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.5M | 19k | 78.29 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | 26k | 56.98 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | -2% | 3.0k | 491.04 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | +3% | 26k | 57.06 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.1 | $1.5M | +27% | 23k | 63.61 | |
| 3M Company (MMM) | 0.1 | $1.4M | +8% | 7.2k | 198.78 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | -3% | 2.3k | 585.79 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $1.3M | +127% | 40k | 33.27 | |
| Paychex (PAYX) | 0.1 | $1.3M | +4% | 12k | 107.34 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.2M | -2% | 4.3k | 290.10 | |
| Visa Com Cl A (V) | 0.1 | $1.2M | +11% | 5.3k | 233.45 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | +12% | 10k | 116.63 | |
| Home Depot (HD) | 0.1 | $1.2M | +7% | 3.8k | 318.94 | |
| UnitedHealth (UNH) | 0.1 | $1.2M | +7% | 3.0k | 401.21 | |
| Paypal Holdings (PYPL) | 0.1 | $1.2M | -3% | 4.1k | 291.59 | |
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 15k | 77.74 | ||
| Lowe's Companies (LOW) | 0.1 | $1.2M | -2% | 6.1k | 194.00 | |
| Merck & Co (MRK) | 0.1 | $1.2M | 15k | 77.72 | ||
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +2% | 25k | 45.29 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | 21k | 52.82 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.1M | 16k | 68.38 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | -8% | 9.6k | 113.21 | |
| Jfrog Ord Shs (FROG) | 0.1 | $1.1M | -31% | 24k | 45.52 | |
| Intel Corporation (INTC) | 0.1 | $1.0M | 19k | 56.12 | ||
| Pfizer (PFE) | 0.1 | $1.0M | -2% | 27k | 39.22 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | 12k | 85.52 | ||
| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.1 | $1.0M | 14k | 70.17 | ||
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.1 | $983k | NEW | 29k | 33.49 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.1 | $961k | 26k | 36.69 | ||
| Silgan Holdings (SLGN) | 0.1 | $960k | 23k | 41.51 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $937k | +41% | 6.9k | 136.35 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $893k | 7.3k | 122.13 | ||
| Verizon Communications (VZ) | 0.0 | $881k | -2% | 16k | 56.06 | |
| Vaneck Vectors Etf Tr Biotech Etf (BBH) | 0.0 | $859k | 4.3k | 201.17 | ||
| Nike CL B (NKE) | 0.0 | $853k | +9% | 5.5k | 155.01 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $842k | 13k | 64.41 | ||
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $833k | 8.3k | 100.95 | ||
| Abbvie (ABBV) | 0.0 | $827k | 7.3k | 112.69 | ||
| International Business Machines (IBM) | 0.0 | $816k | +46% | 5.5k | 147.08 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $801k | 1.1k | 721.62 | ||
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $791k | +62% | 9.1k | 86.72 | |
| Moderna (MRNA) | 0.0 | $789k | NEW | 3.4k | 234.89 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $786k | -3% | 1.6k | 504.17 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $770k | 2.5k | 311.74 | ||
| American Express Company (AXP) | 0.0 | $761k | 4.6k | 164.86 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $758k | NEW | 3.2k | 237.02 | |
| Amgen (AMGN) | 0.0 | $757k | +2% | 3.1k | 244.11 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $740k | 23k | 32.42 | ||
| Sprout Social Com Cl A (SPT) | 0.0 | $727k | -43% | 8.1k | 89.40 | |
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $713k | +87% | 4.0k | 180.05 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $707k | +25% | 11k | 63.08 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $696k | 7.9k | 88.01 | ||
| Mastercard Incorporated Cl A (MA) | 0.0 | $686k | -17% | 1.9k | 365.09 | |
| McDonald's Corporation (MCD) | 0.0 | $652k | +10% | 2.8k | 231.12 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $637k | 2.2k | 295.45 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $629k | +29% | 11k | 55.34 | |
| Coca-Cola Company (KO) | 0.0 | $615k | -7% | 11k | 54.29 | |
| Wal-Mart Stores (WMT) | 0.0 | $614k | +5% | 4.3k | 141.31 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $604k | 9.8k | 61.45 | ||
| Nextera Energy (NEE) | 0.0 | $560k | +13% | 7.7k | 73.09 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $554k | +3% | 3.3k | 165.52 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $544k | +12% | 1.5k | 353.94 | |
| Illumina (ILMN) | 0.0 | $532k | NEW | 1.1k | 472.47 | |
| Caterpillar (CAT) | 0.0 | $528k | 2.4k | 218.00 | ||
| FedEx Corporation (FDX) | 0.0 | $528k | +16% | 1.8k | 298.81 | |
| Tesla Motors (TSLA) | 0.0 | $526k | 775.00 | 678.71 | ||
| Kinder Morgan (KMI) | 0.0 | $525k | +16% | 29k | 18.25 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $521k | 9.6k | 54.45 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $519k | 7.8k | 66.68 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $514k | -46% | 6.8k | 75.53 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $510k | 36k | 14.28 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $495k | 4.8k | 103.53 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $489k | 1.4k | 360.89 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $479k | 3.3k | 147.38 | ||
| Applied Materials (AMAT) | 0.0 | $459k | +3% | 3.2k | 142.37 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $448k | 12k | 38.64 | ||
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $439k | NEW | 13k | 33.74 | |
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $433k | +98% | 10k | 43.03 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $425k | NEW | 4.7k | 90.39 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $423k | NEW | 4.0k | 105.49 | |
| Honeywell International (HON) | 0.0 | $422k | +25% | 1.9k | 219.45 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $418k | NEW | 12k | 34.65 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $417k | NEW | 2.7k | 152.58 | |
| Costco Wholesale Corporation (COST) | 0.0 | $408k | +2% | 1.0k | 397.27 | |
| Boeing Company (BA) | 0.0 | $407k | 1.7k | 240.12 | ||
| Invesco Exchange Traded Fd T Dynmc Software (PSJ) | 0.0 | $407k | -33% | 2.5k | 164.58 | |
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $406k | NEW | 4.2k | 97.13 | |
| Capital One Financial (COF) | 0.0 | $401k | +4% | 2.6k | 155.07 | |
| Realty Income (O) | 0.0 | $390k | +3% | 5.8k | 66.69 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $390k | -46% | 2.9k | 132.79 | |
| Target Corporation (TGT) | 0.0 | $380k | -10% | 1.6k | 240.81 | |
| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $380k | 8.0k | 47.36 | ||
| At&t (T) | 0.0 | $375k | -20% | 13k | 28.69 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $374k | +21% | 3.8k | 98.89 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $366k | NEW | 6.0k | 61.03 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $365k | 6.3k | 57.63 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $361k | 1.0k | 344.47 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $359k | +43% | 3.9k | 91.33 | |
| United Parcel Service CL B (UPS) | 0.0 | $359k | +25% | 1.7k | 207.63 | |
| Dominion Resources (D) | 0.0 | $349k | +18% | 4.8k | 73.43 | |
| Broadcom (AVGO) | 0.0 | $338k | +9% | 707.00 | 478.08 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $336k | NEW | 4.7k | 71.95 | |
| General Electric Company | 0.0 | $335k | +39% | 25k | 13.40 | |
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $326k | 8.4k | 38.85 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $324k | NEW | 5.0k | 65.32 | |
| Analog Devices (ADI) | 0.0 | $318k | +24% | 1.8k | 172.17 | |
| Starbucks Corporation (SBUX) | 0.0 | $316k | 2.8k | 112.34 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $313k | -5% | 5.2k | 60.39 | |
| Ecolab (ECL) | 0.0 | $310k | 1.5k | 205.98 | ||
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $309k | 3.0k | 104.25 | ||
| Workday Cl A (WDAY) | 0.0 | $299k | 1.3k | 239.01 | ||
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $296k | NEW | 9.5k | 31.17 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $294k | 6.5k | 45.19 | ||
| American Tower Reit (AMT) | 0.0 | $287k | NEW | 1.1k | 270.24 | |
| Guardant Health (GH) | 0.0 | $284k | 2.3k | 124.29 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $281k | NEW | 7.7k | 36.70 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $274k | NEW | 1.8k | 150.63 | |
| Goldman Sachs (GS) | 0.0 | $274k | 721.00 | 380.03 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $273k | 1.0k | 268.44 | ||
| Sempra Energy (SRE) | 0.0 | $272k | -7% | 2.1k | 132.49 | |
| WPP Adr (WPP) | 0.0 | $271k | NEW | 4.0k | 67.78 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $263k | -3% | 3.6k | 72.65 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $256k | 6.6k | 38.58 | ||
| Kraft Heinz (KHC) | 0.0 | $249k | NEW | 6.1k | 40.87 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $245k | NEW | 1.3k | 192.61 | |
| BlackRock (BLK) | 0.0 | $243k | NEW | 277.00 | 877.26 | |
| Cree (CREE) | 0.0 | $241k | NEW | 2.5k | 97.81 | |
| Becton, Dickinson and (BDX) | 0.0 | $238k | 985.00 | 241.62 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $235k | NEW | 5.9k | 39.54 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $233k | 2.2k | 107.42 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $232k | NEW | 1.0k | 229.93 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $228k | +4% | 2.2k | 104.73 | |
| Clorox Company (CLX) | 0.0 | $221k | 1.2k | 180.11 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $220k | 2.3k | 96.70 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $219k | -37% | 1.3k | 173.12 | |
| Box Cl A (BOX) | 0.0 | $219k | NEW | 8.6k | 25.51 | |
| NVIDIA Corporation (NVDA) | 0.0 | $216k | NEW | 270.00 | 800.00 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $210k | NEW | 3.1k | 67.29 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $206k | NEW | 2.0k | 105.10 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $204k | NEW | 4.5k | 45.33 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $201k | 6.1k | 32.77 | ||
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $188k | NEW | 11k | 17.09 | |
| Marathon Oil Corporation (MRO) | 0.0 | $166k | +9% | 12k | 13.61 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $111k | +4% | 21k | 5.33 |
Past Filings by Aspiriant
SEC 13F filings are viewable for Aspiriant going back to 2011
- Aspiriant 2021 Q2 filed Aug. 13, 2021
- Aspiriant 2021 Q1 filed May 11, 2021
- Aspiriant 2020 Q4 filed Feb. 1, 2021
- Aspiriant 2020 Q3 filed Oct. 29, 2020
- Aspiriant 2020 Q2 filed Aug. 6, 2020
- Aspiriant 2020 Q1 filed May 5, 2020
- Aspiriant 2019 Q4 filed Jan. 27, 2020
- Aspiriant 2019 Q3 filed Nov. 4, 2019
- Aspiriant 2019 Q1 restated filed Aug. 6, 2019
- Aspiriant 2019 Q2 filed Aug. 6, 2019
- Aspiriant 2019 Q1 filed May 3, 2019
- Aspiriant 2018 Q4 filed Feb. 4, 2019
- Aspiriant 2018 Q3 filed Oct. 26, 2018
- Aspiriant 2018 Q2 filed Aug. 7, 2018
- Aspiriant 2018 Q1 filed May 4, 2018
- Aspiriant 2017 Q4 filed Jan. 31, 2018