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Aspiriant

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

Top 5 stock holdings are IVV, VBR, IUSV, ACWV, VTEB, and represent 48.12% of Aspiriant's stock portfolio.
Added to shares of these 10 stocks: VBR (+$26M), IVV (+$22M), IUSV (+$10M), IEFA (+$6.4M), ACWV, AGG, RYTM, BRK.B, AOR, VB.
Started 37 new stock positions in ALL, VCIT, SPGI, CTVA, AMP, APD, AZN, TXN, GLW, TEL.
Reduced shares in these 10 stocks: VTEB, AAPL, MSFT, IWV, EFV, MUB, DEM, HYMB, GOOGL, HYG.
Sold out of its positions in COR, ANET, AstraZeneca, BN, DOCU, ICE, INTU, ILCG, IYW, KKR. NVO, Potlatch Corporation, SCHP, XLV, NOW, VOOG, WY, FROG.
Aspiriant was a net buyer of stock by $68M.
Aspiriant has $3.5B in assets under management (AUM), dropping by 0.87%.
Central Index Key (CIK): 0001433541

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Portfolio Holdings for Aspiriant

Aspiriant holds 338 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.3	$432M	+5%	662k	653.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	10.8	$378M	+7%	1.7M	217.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	10.7	$377M	+2%	3.7M	102.25	View chart
Ishares Msci Gbl Min Vol (ACWV)	8.3	$291M		2.4M	119.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.0	$211M		4.2M	49.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.9	$205M		955k	215.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$108M		181k	597.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.5	$89M	+7%	987k	90.53	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$80M		1.1M	74.35	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$75M		1.1M	69.75	View chart
Apple (AAPL)	2.0	$69M	-4%	272k	253.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.1	$40M		113k	356.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$40M	+2%	541k	73.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$38M		59k	650.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$36M	+7%	74k	479.20	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$34M		708k	48.46	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$34M		750k	45.62	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.9	$33M	+5%	509k	64.35	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.9	$31M		307k	101.74	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$31M	-4%	289k	106.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$30M		94k	320.81	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.8	$27M	+2%	119k	222.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$25M		333k	75.10	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$25M		728k	33.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$23M	+8%	88k	261.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$22M	+16%	224k	99.27	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.6	$21M		545k	38.26	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$21M	+7%	429k	47.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$20M	-5%	68k	287.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$20M		99k	196.20	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.5	$19M	-6%	385k	49.69	View chart
Microsoft Corporation (MSFT)	0.4	$16M	-12%	42k	370.17	View chart
Tcw Etf Trust Transform System (PWRD)	0.4	$16M	+8%	160k	97.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$15M		241k	64.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$15M	-3%	80k	189.59	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$14M		281k	49.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$14M	+2%	56k	248.00	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$14M		93k	145.79	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$13M	+4%	268k	48.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$12M		320k	38.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$12M		188k	62.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$11M		206k	52.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$11M	-8%	38k	286.86	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.3	$10M		132k	76.30	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$9.3M	+7%	111k	83.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$9.1M		135k	67.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$9.0M	-3%	13k	697.72	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$8.4M	+5%	94k	89.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.3M	+2%	86k	97.13	View chart
NVIDIA Corporation (NVDA)	0.2	$8.3M	-4%	48k	174.40	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$8.2M		115k	71.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$8.1M	+7%	151k	54.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$8.0M		65k	124.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.8M		37k	213.67	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$7.7M		83k	92.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.5M	+2%	25k	294.17	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$7.4M	-19%	20k	370.69	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$6.8M		72k	93.74	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	0.2	$6.7M	+11%	197k	34.12	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$6.6M		55k	121.19	View chart
New York Life Investments Et Nyli Merger Arbi (MNA)	0.2	$6.2M	+12%	170k	36.35	View chart
Amazon (AMZN)	0.2	$6.0M	-14%	29k	208.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.7M		40k	142.43	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.6M	+25%	33k	169.66	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$5.5M		42k	132.10	View chart
Meta Platforms Cl A (META)	0.2	$5.5M	-15%	9.5k	572.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.4M	-4%	12k	436.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.1M	-14%	56k	91.37	View chart
Johnson & Johnson (JNJ)	0.1	$5.0M	+3%	21k	244.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$5.0M	-14%	194k	25.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.7M	+3%	8.2k	577.21	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$4.7M		30k	158.45	View chart
Rbc Cad (RY)	0.1	$4.6M		28k	161.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$4.3M		14k	298.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.3M		28k	155.11	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$4.3M	-3%	86k	49.78	View chart
Procter & Gamble Company (PG)	0.1	$4.2M	-7%	29k	144.44	View chart
Cincinnati Financial Corporation (CINF)	0.1	$4.2M		27k	157.35	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$4.1M		82k	49.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.0M	+16%	21k	191.92	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$3.8M	-3%	127k	30.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.8M	+7%	45k	82.57	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$3.6M	-12%	46k	78.41	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.6M		5.00	718140.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.6M	-6%	37k	97.23	View chart
TJX Companies (TJX)	0.1	$3.4M	-3%	21k	159.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.3M	-2%	37k	88.70	View chart
Broadcom (AVGO)	0.1	$3.2M	-13%	10k	309.51	View chart
Qualcomm (QCOM)	0.1	$3.2M	+96%	25k	128.78	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.9M	-2%	12k	243.08	View chart
Rhythm Pharmaceuticals (RYTM)	0.1	$2.9M	NEW	33k	86.97	View chart
Pepsi (PEP)	0.1	$2.7M	+5%	18k	155.29	View chart
Oracle Corporation (ORCL)	0.1	$2.7M	-10%	19k	147.11	View chart
Chevron Corporation (CVX)	0.1	$2.7M	+5%	13k	206.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.7M	-18%	6.2k	426.40	View chart
Cisco Systems (CSCO)	0.1	$2.7M		34k	77.59	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.4M	+2%	17k	138.37	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$2.4M	+9%	50k	47.37	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.3M		2.0k	1158.96	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.2M	-2%	24k	93.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.2M	+4%	32k	70.18	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$2.2M	+2%	15k	145.94	View chart
salesforce (CRM)	0.1	$2.2M		12k	186.67	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.1M	-2%	45k	47.55	View chart
Abbvie (ABBV)	0.1	$2.1M	+3%	9.7k	217.49	View chart
Bill Com Holdings Ord (BILL)	0.1	$2.1M	-8%	54k	38.30	View chart
Caterpillar (CAT)	0.1	$2.0M	+12%	2.9k	708.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.0M	-11%	35k	56.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M		80k	25.10	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$2.0M		18k	110.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.9M	+6%	10k	192.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.9M		13k	148.10	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	-12%	1.9k	996.43	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.9M		40k	47.02	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.9M		3.1k	616.87	View chart
Merck & Co (MRK)	0.1	$1.9M		15k	120.30	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	+5%	18k	102.67	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M	+4%	23k	79.61	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.8M	-3%	40k	44.45	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.8M	NEW	2.6k	682.24	View chart
Amgen (AMGN)	0.1	$1.8M	+6%	5.0k	351.85	View chart
Bank of America Corporation (BAC)	0.0	$1.7M		36k	48.75	View chart
Tesla Motors (TSLA)	0.0	$1.7M	-5%	4.6k	371.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.7M		5.9k	287.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.7M	-2%	55k	30.50	View chart
Lowe's Companies (LOW)	0.0	$1.6M	-6%	6.8k	236.28	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.6M	-10%	3.1k	499.79	View chart
American Express Company (AXP)	0.0	$1.5M	+6%	5.1k	302.48	View chart
General Dynamics Corporation (GD)	0.0	$1.5M	-6%	4.4k	343.22	View chart
Wal-Mart Stores (WMT)	0.0	$1.5M	-9%	12k	124.28	View chart
Visa Com Cl A (V)	0.0	$1.5M	-18%	4.9k	302.27	View chart
International Business Machines (IBM)	0.0	$1.5M	+2%	6.1k	242.40	View chart
Eli Lilly & Co. (LLY)	0.0	$1.5M	+75%	1.6k	919.77	View chart
Union Pacific Corporation (UNP)	0.0	$1.4M	-8%	6.0k	242.62	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.4M		5.9k	244.18	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.4M		4.7k	302.25	View chart
Home Depot (HD)	0.0	$1.4M	-15%	4.2k	328.89	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$1.4M	-12%	17k	83.95	View chart
Walt Disney Company (DIS)	0.0	$1.3M	+5%	14k	96.39	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$1.3M		40k	32.22	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$1.2M	-5%	19k	64.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.2M	-30%	9.6k	128.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M	+4%	2.8k	430.29	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$1.2M		13k	88.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.2M		11k	108.99	View chart
Trane Technologies SHS (TT)	0.0	$1.2M	-5%	2.8k	416.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.1M	-3%	3.6k	313.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.1M	-20%	36k	30.68	View chart
Netflix (NFLX)	0.0	$1.1M	-16%	11k	96.15	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$1.1M	+13%	18k	58.54	View chart
Applied Materials (AMAT)	0.0	$1.0M	-7%	3.0k	341.79	View chart
Paychex (PAYX)	0.0	$1.0M		11k	92.12	View chart
3M Company (MMM)	0.0	$1.0M	-2%	7.0k	145.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.0M	-18%	7.5k	132.90	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$966k		13k	73.90	View chart
Coca-Cola Company (KO)	0.0	$958k	-7%	13k	76.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$954k	-9%	2.6k	367.46	View chart
Pfizer (PFE)	0.0	$953k	+18%	34k	28.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$947k		6.3k	151.41	View chart
Ge Aerospace Com New (GE)	0.0	$940k	-26%	3.3k	283.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$936k	+2%	4.4k	211.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$906k	+15%	37k	24.75	View chart
Silgan Holdings (SLGN)	0.0	$897k		23k	38.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$896k	+3%	6.6k	135.72	View chart
Capital One Financial (COF)	0.0	$862k	-4%	4.7k	182.46	View chart
Us Bancorp Com New (USB)	0.0	$862k	-6%	17k	52.01	View chart
Arcellx Common Stock (ACLX)	0.0	$842k	-7%	7.3k	114.82	View chart
Spdr Index Shs Fds State Street Spd (QEMM)	0.0	$839k		12k	69.35	View chart
Goldman Sachs (GS)	0.0	$834k		986.00	845.99	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$818k		5.7k	144.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$815k		9.2k	88.16	View chart
Kinder Morgan (KMI)	0.0	$804k	-6%	24k	33.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$778k	+20%	17k	46.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$775k	+9%	5.6k	138.34	View chart
FedEx Corporation (FDX)	0.0	$775k	-9%	2.2k	356.32	View chart
Danaher Corporation (DHR)	0.0	$774k	-9%	4.1k	189.64	View chart
Honeywell International (HON)	0.0	$765k	+128%	3.4k	226.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$764k	+15%	13k	59.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$757k		3.7k	205.80	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$754k		7.9k	95.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$748k		13k	55.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$747k	+7%	9.7k	77.11	View chart
UnitedHealth (UNH)	0.0	$747k	-8%	2.8k	270.66	View chart
Palvella Therapeutics Inc Ne (PVLA)	0.0	$730k		5.9k	124.65	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$728k		5.1k	141.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$709k		3.8k	184.28	View chart
Ge Vernova (GEV)	0.0	$709k	-14%	812.00	872.90	View chart
Nextnav Common Stock (NN)	0.0	$708k	NEW	44k	16.02	View chart
Canadian Pacific Kansas City (CP)	0.0	$697k		8.9k	78.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$643k	-41%	22k	29.13	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$636k		17k	36.76	View chart
Simon Property (SPG)	0.0	$633k	-36%	3.4k	186.53	View chart
Bristol Myers Squibb (BMY)	0.0	$630k	+8%	10k	60.65	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$629k	-6%	3.3k	188.02	View chart
Nrg Energy Com New (NRG)	0.0	$627k	NEW	4.3k	146.14	View chart
BBH TR Select Large Cap (BBHL)	0.0	$615k		41k	15.02	View chart
Thermo Fisher Scientific (TMO)	0.0	$596k	-14%	1.2k	491.53	View chart
Palo Alto Networks (PANW)	0.0	$590k	+51%	3.7k	160.32	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$588k		14k	42.56	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$585k	-9%	7.6k	76.54	View chart
Lockheed Martin Corporation (LMT)	0.0	$576k	+91%	953.00	604.39	View chart
Morgan Stanley Com New (MS)	0.0	$576k		3.5k	164.60	View chart
Duke Energy Corp Com New (DUK)	0.0	$572k	-2%	4.4k	130.96	View chart
Deere & Company (DE)	0.0	$568k		1.0k	563.30	View chart
Intel Corporation (INTC)	0.0	$566k	+5%	13k	44.13	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$558k		36k	15.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$553k	+13%	1.7k	328.66	View chart
Blackrock (BLK)	0.0	$548k	+35%	570.00	961.71	View chart
Uber Technologies (UBER)	0.0	$547k	-5%	7.6k	71.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$534k	-67%	6.7k	79.56	View chart
McDonald's Corporation (MCD)	0.0	$527k	-4%	1.7k	310.97	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$527k		4.0k	132.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$526k	+8%	4.8k	110.37	View chart
Vanguard World Materials Etf (VAW)	0.0	$524k	-7%	2.3k	225.34	View chart
Sempra Energy (SRE)	0.0	$519k	NEW	5.3k	97.17	View chart
Tempus Ai Cl A (TEM)	0.0	$515k	NEW	11k	45.22	View chart
Te Connectivity Ord Shs (TEL)	0.0	$514k	NEW	2.5k	209.02	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$513k		7.0k	73.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$510k		18k	29.08	View chart
ConocoPhillips (COP)	0.0	$507k		3.8k	132.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$500k		4.5k	111.18	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$488k		4.6k	106.01	View chart
Medtronic SHS (MDT)	0.0	$482k	+56%	5.6k	86.65	View chart
Southern Company (SO)	0.0	$476k	+10%	4.9k	96.53	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$475k	+5%	16k	30.07	View chart
Totalenergies Se Act (TTE)	0.0	$472k	+9%	5.2k	90.98	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$470k	-23%	1.8k	257.35	View chart
GSK Sponsored Adr (GSK)	0.0	$469k	+3%	8.5k	55.19	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$461k	+2%	12k	39.73	View chart
Devon Energy Corporation (DVN)	0.0	$454k	NEW	9.0k	50.32	View chart
Comcast Corp Cl A (CMCSA)	0.0	$452k	-7%	16k	28.71	View chart
Johnson Controls Internation SHS (JCI)	0.0	$447k	NEW	3.4k	130.95	View chart
Novartis Sponsored Adr (NVS)	0.0	$443k	+10%	2.9k	152.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$436k		14k	30.96	View chart
Truist Financial Corp equities (TFC)	0.0	$435k	-2%	9.5k	45.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$434k		5.1k	84.84	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$434k	+11%	4.3k	100.17	View chart
Philip Morris International (PM)	0.0	$433k	+65%	2.6k	165.34	View chart
Eaton Corp SHS (ETN)	0.0	$430k	-15%	1.2k	357.67	View chart
Verizon Communications (VZ)	0.0	$426k	+3%	8.5k	50.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$423k		9.3k	45.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$417k	-7%	2.2k	191.89	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$408k		3.7k	111.39	View chart
Vanguard World Industrial Etf (VIS)	0.0	$406k	NEW	1.3k	312.22	View chart
Soleno Therapeutics (SLNO)	0.0	$406k		12k	33.48	View chart
Keysight Technologies (KEYS)	0.0	$404k	NEW	1.4k	282.37	View chart
Ecolab (ECL)	0.0	$399k		1.5k	266.02	View chart
Starbucks Corporation (SBUX)	0.0	$396k	-9%	4.4k	89.61	View chart
Nextera Energy (NEE)	0.0	$393k	+10%	4.2k	92.88	View chart
Waste Management (WM)	0.0	$387k	-16%	1.7k	229.79	View chart
S&p Global (SPGI)	0.0	$371k	NEW	872.00	425.34	View chart
Parker-Hannifin Corporation (PH)	0.0	$369k	-4%	412.00	895.24	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$362k		3.9k	92.69	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$354k		9.6k	36.74	View chart
Agilent Technologies Inc C ommon (A)	0.0	$353k	NEW	3.1k	113.98	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$351k	-17%	758.00	463.19	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$347k	+86%	43k	8.04	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$347k		7.6k	45.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$347k	-2%	6.6k	52.56	View chart
Vanguard World Health Car Etf (VHT)	0.0	$347k	+16%	1.3k	272.49	View chart
Sterling Construction Company (STRL)	0.0	$346k	-15%	850.00	407.27	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$345k		15k	23.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$345k	+56%	3.0k	114.99	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.0	$337k		14k	24.10	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$332k		4.0k	82.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$329k		4.1k	80.58	View chart
McKesson Corporation (MCK)	0.0	$325k	-23%	375.00	865.36	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$324k	+11%	245.00	1320.83	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$322k		8.1k	39.89	View chart
Ionq Inc Pipe (IONQ)	0.0	$314k	-32%	11k	28.83	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$313k	-5%	3.9k	79.27	View chart
Boeing Company (BA)	0.0	$311k		1.6k	199.07	View chart
Spdr Index Shs Fds State Street Spd (RWX)	0.0	$310k		12k	26.62	View chart
Realty Income (O)	0.0	$309k	NEW	5.1k	61.18	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$306k		3.0k	100.97	View chart
Altria (MO)	0.0	$297k	NEW	4.5k	66.00	View chart
Direxion Shares Etf Trust Daily S&p 500 Be (SPDN)	0.0	$296k		30k	9.95	View chart
Enbridge (ENB)	0.0	$294k	-6%	5.4k	54.14	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$294k	-20%	12k	25.15	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$294k	-8%	6.4k	45.89	View chart
Flexshares Tr Us Quality Cap (QLC)	0.0	$294k		3.8k	78.16	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$292k	-80%	12k	24.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$290k	-25%	3.7k	78.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$289k		4.1k	70.91	View chart
At&t (T)	0.0	$288k	NEW	9.9k	28.99	View chart
Lam Research Corp Com New (LRCX)	0.0	$287k	-8%	1.3k	213.66	View chart
MetLife (MET)	0.0	$285k	+17%	4.0k	70.72	View chart
National Fuel Gas (NFG)	0.0	$282k	-5%	3.0k	93.96	View chart
Brookfield Renewable Energy Partnership Unit (BEP)	0.0	$279k		8.6k	32.64	View chart
Hewlett Packard Enterprise (HPE)	0.0	$278k	NEW	12k	23.81	View chart
Astrazeneca Ord (AZN)	0.0	$275k	NEW	1.4k	197.22	View chart
Ameriprise Financial (AMP)	0.0	$272k	NEW	612.00	444.40	View chart
Metropcs Communications (TMUS)	0.0	$272k	-23%	1.3k	210.03	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$270k	+16%	6.1k	44.62	View chart
Chubb (CB)	0.0	$270k	-26%	827.00	325.93	View chart
Ishares Msci Switzerland (EWL)	0.0	$269k	-6%	4.6k	58.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$267k	NEW	6.9k	38.97	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$266k		6.3k	42.23	View chart
Occidental Petroleum Corporation (OXY)	0.0	$265k	NEW	4.1k	65.00	View chart
Illinois Tool Works (ITW)	0.0	$262k	-25%	1.0k	260.29	View chart
Esab Corporation (ESAB)	0.0	$256k	-37%	2.6k	96.66	View chart
SLB Com Stk (SLB)	0.0	$256k	-12%	5.0k	51.39	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$255k		2.6k	97.74	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$255k	-17%	330.00	772.64	View chart
Linde SHS (LIN)	0.0	$253k	-10%	511.00	495.76	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$251k		2.5k	99.08	View chart
Jefferies Finl Group (JEF)	0.0	$251k		6.1k	41.27	View chart
Curtiss-Wright (CW)	0.0	$250k	NEW	367.00	681.12	View chart
Public Service Enterprise (PEG)	0.0	$250k	NEW	3.1k	80.95	View chart
Automatic Data Processing (ADP)	0.0	$250k	-75%	1.2k	203.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$247k	+10%	1.2k	198.29	View chart
Southern California Bancorp (BCAL)	0.0	$247k		14k	17.72	View chart
Charter Communications Cl A (CHTR)	0.0	$240k		1.1k	215.88	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$237k	NEW	3.7k	64.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$232k	-51%	1.6k	145.74	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$228k		8.2k	27.85	View chart
Cummins (CMI)	0.0	$228k	NEW	424.00	538.02	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$228k	NEW	2.7k	82.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$226k		5.0k	45.26	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$223k	NEW	2.4k	93.31	View chart
American Intl Group Com New (AIG)	0.0	$222k	-3%	3.0k	75.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$220k		2.0k	109.73	View chart
Booking Holdings (BKNG)	0.0	$219k	-24%	52.00	4210.33	View chart
Corning Incorporated (GLW)	0.0	$218k	NEW	1.6k	135.97	View chart
Texas Instruments Incorporated (TXN)	0.0	$217k	NEW	1.1k	194.14	View chart
Hp (HPQ)	0.0	$215k	NEW	11k	19.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$213k	-18%	1.9k	110.47	View chart
Air Products & Chemicals (APD)	0.0	$213k	NEW	734.00	290.49	View chart
Ishares Msci World Etf (URTH)	0.0	$212k	-9%	1.2k	180.04	View chart
Allstate Corporation (ALL)	0.0	$210k	NEW	1.0k	207.37	View chart
Corteva (CTVA)	0.0	$210k	NEW	2.5k	83.71	View chart
Iron Mountain (IRM)	0.0	$209k	NEW	2.0k	102.14	View chart
Cigna Corp (CI)	0.0	$207k	-7%	775.00	266.75	View chart
Textron (TXT)	0.0	$202k	NEW	2.3k	87.56	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$200k	NEW	3.6k	55.16	View chart
Xeris Pharmaceuticals (XERS)	0.0	$116k		20k	5.80	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$73k		25k	2.92	View chart
Under Armour CL C (UA)	0.0	$58k	NEW	10k	5.79	View chart

Past Filings by Aspiriant

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

Aspiriant 2026 Q1 filed May 12, 2026
Aspiriant 2025 Q4 filed Jan. 20, 2026
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

View all past filings

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