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 49.53% of Aspiriant's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$20M), IUSV (+$9.5M), IEFA (+$8.4M), VTEB (+$6.2M), Exxon Mobil Corp, AGG, HYMB, VTEL, EFA, CMF.
- Started 62 new stock positions in TT, SHEL, DFAE, VTES, DFIC, AR, BSX, SPCX, PWZ, PSX.
- Reduced shares in these 10 stocks: DFAC (-$14M), DFAT (-$13M), DFAS (-$9.3M), , AMAT, VIOV, RYTM, DLN, GOOG, AVGO.
- Sold out of its positions in BIRD, AMH, AMAT, BNY, BE, CI, CHTR, DFAS, DFAT, DFAC.
- Aspiriant was a net buyer of stock by $43M.
- Aspiriant has $4.1B in assets under management (AUM), dropping by 0.81%.
- 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 422 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.6 | $679M | +2% | 886k | 765.85 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 10.2 | $416M | +2% | 3.8M | 110.28 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 9.9 | $402M | 1.7M | 231.03 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 7.4 | $300M | 2.4M | 122.73 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.5 | $225M | 965k | 233.31 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 5.1 | $209M | +3% | 4.4M | 47.36 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.2 | $129M | 184k | 700.87 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $106M | +8% | 1.1M | 96.88 |
|
| Apple (AAPL) | 2.3 | $92M | 276k | 333.02 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $88M | 1.1M | 81.16 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 2.0 | $83M | 1.0M | 79.14 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.2 | $51M | +4% | 121k | 416.13 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $44M | 58k | 762.64 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $41M | +6% | 579k | 70.15 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.0 | $40M | +2% | 106k | 374.24 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.0 | $39M | 710k | 55.00 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $38M | +3% | 867k | 43.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $36M | 72k | 497.95 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.9 | $36M | 522k | 68.52 |
|
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.8 | $33M | +3% | 127k | 256.14 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.7 | $30M | -6% | 277k | 110.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $30M | +4% | 294k | 101.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $29M | +16% | 308k | 94.54 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.7 | $27M | 728k | 37.02 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $27M | -2% | 323k | 82.97 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.7 | $27M | +3% | 94k | 284.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $25M | 73k | 344.09 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $23M | -5% | 45k | 512.90 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.5 | $22M | 535k | 41.87 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.5 | $20M | +2% | 443k | 46.03 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.5 | $20M | -5% | 93k | 216.08 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.5 | $20M | -2% | 353k | 55.31 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $18M | +3% | 259k | 70.61 |
|
| Tcw Etf Trust Trans Syste Etf (PWRD) | 0.4 | $18M | +3% | 168k | 105.19 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.4 | $17M | +15% | 193k | 90.06 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $16M | -3% | 76k | 209.45 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $16M | +3% | 57k | 277.89 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $15M | 280k | 53.40 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $15M | 95k | 155.25 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $15M | 271k | 53.75 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $13M | 103k | 125.67 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $12M | -11% | 36k | 340.74 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $12M | +18% | 138k | 89.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $11M | +32% | 110k | 103.89 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $11M | 197k | 55.86 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $11M | -13% | 109k | 97.20 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $10M | +8% | 176k | 59.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.2M | 128k | 71.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $9.2M | +2% | 67k | 136.04 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $9.2M | 37k | 247.93 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $9.1M | +10% | 40k | 228.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $8.5M | -4% | 26k | 330.83 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $8.5M | 20k | 431.67 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $8.0M | 74k | 108.70 |
|
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $8.0M | 55k | 146.18 |
|
|
| Nylim Etf Tr Hedge Multi Stra (QAI) | 0.2 | $7.6M | +2% | 212k | 36.04 |
|
| Meta Platforms Cl A (META) | 0.2 | $7.5M | 10k | 725.18 |
|
|
| Amazon (AMZN) | 0.2 | $7.1M | -13% | 28k | 249.15 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $7.0M | +19% | 233k | 30.00 |
|
| Nylim Etf Tr Merge Arbit Etf (MNA) | 0.2 | $6.9M | +3% | 188k | 36.83 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $6.8M | +2% | 9.2k | 739.81 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.2 | $6.7M | +27% | 19k | 351.86 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $6.6M | -13% | 68k | 97.44 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $6.1M | -5% | 37k | 166.28 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $5.9M | -5% | 38k | 155.68 |
|
| Rbc Cad (RY) | 0.1 | $5.8M | 29k | 196.59 |
|
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $5.6M | -13% | 63k | 90.11 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $5.5M | 30k | 185.40 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $5.5M | 28k | 193.75 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $5.4M | 20k | 264.74 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $5.2M | +19% | 36k | 145.28 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $5.2M | -9% | 104k | 49.55 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $5.1M | 56k | 91.12 |
|
|
| Exxonmobil Holdings Corp Com Shs | 0.1 | $4.8M | NEW | 30k | 162.75 |
|
| Qualcomm (QCOM) | 0.1 | $4.7M | 26k | 184.05 |
|
|
| Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) | 0.1 | $4.5M | +245% | 47k | 96.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.3M | 21k | 208.02 |
|
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $4.2M | +1429% | 180k | 23.47 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $4.2M | 26k | 159.37 |
|
|
| Im Global Partner Funds Imgp Dbi Man Etf (DBMF) | 0.1 | $4.1M | +2% | 127k | 32.53 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.9M | 37k | 106.71 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $3.7M | -2% | 44k | 84.42 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.7M | 49k | 75.39 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.5M | +4% | 28k | 125.26 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.4M | 38k | 89.63 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.2M | -7% | 39k | 81.20 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.9M | +10% | 21k | 137.30 |
|
| TJX Companies (TJX) | 0.1 | $2.9M | +2% | 22k | 132.31 |
|
| Broadcom (AVGO) | 0.1 | $2.8M | -35% | 8.0k | 351.19 |
|
| salesforce (CRM) | 0.1 | $2.8M | 12k | 229.57 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.7M | 6.9k | 395.42 |
|
|
| Ishares Tr Core 40 Mode Etf (AOM) | 0.1 | $2.7M | +11% | 56k | 48.74 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.7M | -2% | 17k | 158.76 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.6M | +14% | 39k | 66.79 |
|
| Caterpillar (CAT) | 0.1 | $2.6M | +5% | 3.2k | 810.84 |
|
| Chevron Corporation (CVX) | 0.1 | $2.6M | -14% | 13k | 204.21 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.6M | NEW | 47k | 54.12 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.5M | +191% | 29k | 84.96 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | +26% | 13k | 185.65 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $2.4M | -5% | 30k | 78.42 |
|
| Pepsi (PEP) | 0.1 | $2.3M | +2% | 19k | 126.72 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.3M | +17% | 43k | 54.43 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.3M | 24k | 97.74 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.3M | 21k | 107.63 |
|
|
| Visa Com Cl A (V) | 0.1 | $2.3M | +9% | 6.3k | 359.34 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.2M | 1.9k | 1157.08 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $2.2M | 15k | 146.48 |
|
|
| Bill Com Holdings Ord (BILL) | 0.1 | $2.2M | -4% | 52k | 42.54 |
|
| Amgen (AMGN) | 0.1 | $2.2M | +30% | 5.2k | 421.51 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $2.2M | 2.0k | 1082.60 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $2.1M | 41k | 52.00 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.1M | 2.3k | 910.47 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.1M | -10% | 72k | 29.31 |
|
| Abbvie (ABBV) | 0.1 | $2.1M | -24% | 8.0k | 261.59 |
|
| Tesla Motors (TSLA) | 0.1 | $2.1M | 5.9k | 354.81 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.0M | +6% | 13k | 155.20 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $2.0M | 3.0k | 656.83 |
|
|
| Merck & Co (MRK) | 0.0 | $2.0M | -22% | 14k | 145.32 |
|
| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 0.0 | $2.0M | 58k | 34.03 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $2.0M | 43k | 45.25 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $1.9M | 17k | 110.32 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $1.9M | NEW | 46k | 41.43 |
|
| Intel Corporation (INTC) | 0.0 | $1.9M | +12% | 16k | 120.23 |
|
| Union Pacific Corporation (UNP) | 0.0 | $1.8M | +2% | 6.8k | 272.13 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.8M | 18k | 98.83 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.8M | +2% | 3.2k | 551.55 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.7M | 41k | 42.52 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.7M | -12% | 7.0k | 239.94 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $1.6M | +141% | 15k | 112.24 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.6M | +11% | 8.4k | 195.75 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.6M | -11% | 48k | 33.31 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.6M | -16% | 20k | 80.05 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.6M | 4.8k | 331.83 |
|
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.0 | $1.6M | +2% | 4.6k | 337.84 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.6M | +13% | 48k | 32.53 |
|
| Micron Technology (MU) | 0.0 | $1.6M | 1.5k | 1065.11 |
|
|
| International Business Machines (IBM) | 0.0 | $1.5M | +6% | 6.9k | 219.94 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $1.5M | +13% | 45k | 33.69 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.5M | 2.00 | 747005.00 |
|
|
| Walt Disney Company (DIS) | 0.0 | $1.5M | 14k | 104.91 |
|
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.0 | $1.5M | +233% | 49k | 29.59 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $1.4M | 16k | 87.37 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.4M | +5% | 2.8k | 483.48 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $1.3M | +2% | 14k | 97.28 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $1.3M | 10k | 128.94 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.3M | +28% | 48k | 27.47 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.3M | +24% | 23k | 57.56 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.3M | +19% | 2.3k | 568.64 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.3M | 9.1k | 137.68 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $1.3M | +3% | 4.0k | 312.35 |
|
| Victory Portfolios Ii Core Bd Etf (UITB) | 0.0 | $1.3M | 28k | 44.64 |
|
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $1.2M | -12% | 17k | 74.05 |
|
| McKesson Corporation (MCK) | 0.0 | $1.2M | +201% | 1.4k | 853.81 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.2M | NEW | 33k | 35.72 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.2M | -24% | 2.9k | 397.31 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 18k | 62.40 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $1.1M | +31% | 6.8k | 166.82 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.1M | +25% | 7.1k | 157.85 |
|
| Danaher Corporation (DHR) | 0.0 | $1.1M | +19% | 5.0k | 221.57 |
|
| Netflix (NFLX) | 0.0 | $1.1M | +6% | 16k | 69.58 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.1M | +2% | 2.9k | 380.84 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.1M | 11k | 102.18 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $1.1M | 18k | 57.76 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.1M | +3% | 1.1k | 950.49 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.1M | -31% | 10k | 103.93 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.0M | 13k | 78.10 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.0M | 4.5k | 228.29 |
|
|
| Coca-Cola Company (KO) | 0.0 | $1.0M | -4% | 12k | 86.08 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.0M | 3.1k | 328.51 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $1.0M | NEW | 11k | 91.64 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.0M | -2% | 1.5k | 675.05 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $994k | NEW | 6.6k | 150.86 |
|
| Dfa Invt Dimensions Group In U.s. High Relati | 0.0 | $994k | NEW | 24k | 41.91 |
|
| Pfizer (PFE) | 0.0 | $983k | -7% | 35k | 28.52 |
|
| Spdr Index Shs Fds St Str Msci Em (QEMM) | 0.0 | $966k | 12k | 80.32 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $963k | +2% | 34k | 27.96 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $953k | 6.3k | 152.09 |
|
|
| Home Depot (HD) | 0.0 | $940k | +8% | 3.3k | 284.49 |
|
| 3M Company (MMM) | 0.0 | $937k | +57% | 5.7k | 164.17 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $937k | +93% | 4.2k | 222.29 |
|
| Blackrock (BLK) | 0.0 | $929k | +2% | 878.00 | 1058.29 |
|
| PNC Financial Services (PNC) | 0.0 | $925k | +258% | 4.2k | 222.26 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $918k | +223% | 12k | 76.40 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $917k | 11k | 81.90 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $877k | -3% | 5.5k | 160.33 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $862k | 3.7k | 231.63 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $849k | +4% | 8.2k | 103.05 |
|
| Chubb (CB) | 0.0 | $846k | +10% | 2.6k | 325.25 |
|
| Kinder Morgan (KMI) | 0.0 | $839k | 28k | 30.15 |
|
|
| American Express Company (AXP) | 0.0 | $838k | -51% | 2.8k | 304.10 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $835k | +4% | 461.00 | 1811.67 |
|
| Deere & Company (DE) | 0.0 | $823k | +6% | 1.2k | 671.55 |
|
| UnitedHealth (UNH) | 0.0 | $819k | -34% | 2.2k | 367.20 |
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $819k | 3.3k | 244.58 |
|
|
| Capital One Financial (COF) | 0.0 | $815k | -26% | 4.2k | 193.12 |
|
| Silgan Holdings (SLGN) | 0.0 | $809k | 23k | 34.75 |
|
|
| Palvella Therapeutics Inc Ne (PVLA) | 0.0 | $807k | 5.9k | 137.93 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $796k | 22k | 35.93 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $794k | +25% | 3.8k | 211.08 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $776k | +4% | 12k | 63.89 |
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $771k | -31% | 8.3k | 92.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $768k | 13k | 57.15 |
|
|
| Philip Morris International (PM) | 0.0 | $754k | -6% | 4.0k | 190.82 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $754k | 8.9k | 85.10 |
|
|
| Rhythm Pharmaceuticals (RYTM) | 0.0 | $751k | -71% | 7.9k | 95.22 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $751k | +71% | 14k | 54.10 |
|
| Paychex (PAYX) | 0.0 | $734k | -40% | 7.5k | 98.50 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $732k | 1.4k | 509.25 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $728k | 3.9k | 188.11 |
|
|
| Simon Property (SPG) | 0.0 | $725k | 3.6k | 200.76 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $722k | 10k | 70.51 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $707k | +41% | 9.2k | 77.21 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $682k | -34% | 1.9k | 356.90 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $682k | 7.6k | 89.76 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $652k | 3.8k | 172.31 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $626k | +9% | 19k | 32.63 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $624k | +13% | 677.00 | 922.34 |
|
| Laird Superfood Com Stk (LSF) | 0.0 | $612k | +92% | 176k | 3.48 |
|
| BBH TR Sele Lar Cap Etf (BBHL) | 0.0 | $610k | 35k | 17.25 |
|
|
| Goldman Sachs (GS) | 0.0 | $609k | -44% | 676.00 | 900.36 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $609k | -56% | 14k | 44.09 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $600k | +147% | 2.9k | 206.24 |
|
| Comfort Systems USA (FIX) | 0.0 | $599k | 362.00 | 1654.09 |
|
|
| Vanguard Instl Index Ultr Shor Tr Etf (VGUS) | 0.0 | $597k | NEW | 7.9k | 75.62 |
|
| Linde SHS (LIN) | 0.0 | $582k | +25% | 1.2k | 474.65 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $580k | 14k | 42.19 |
|
|
| Equinix (EQIX) | 0.0 | $568k | 561.00 | 1011.58 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $566k | NEW | 3.0k | 187.05 |
|
| Eaton Corp SHS (ETN) | 0.0 | $563k | +7% | 1.3k | 429.71 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $561k | +31% | 11k | 50.21 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $560k | 3.8k | 148.65 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $557k | +12% | 3.5k | 160.65 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $556k | -3% | 4.3k | 128.09 |
|
| Keysight Technologies (KEYS) | 0.0 | $546k | +9% | 1.5k | 364.04 |
|
| Valero Energy Corporation (VLO) | 0.0 | $546k | +69% | 1.4k | 387.61 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $526k | +15% | 9.5k | 55.32 |
|
| Uber Technologies (UBER) | 0.0 | $526k | 7.7k | 68.51 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $525k | -4% | 3.8k | 137.71 |
|
| Centene Corporation (CNC) | 0.0 | $525k | +9% | 8.5k | 62.12 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $522k | -12% | 9.2k | 56.66 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $513k | 9.5k | 54.16 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $513k | +3% | 4.3k | 119.85 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $511k | -13% | 535.00 | 955.65 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $510k | +2% | 4.3k | 117.53 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $509k | NEW | 5.2k | 98.60 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $507k | 2.3k | 218.17 |
|
|
| ConocoPhillips (COP) | 0.0 | $503k | -11% | 4.0k | 125.15 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $497k | 4.8k | 104.06 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $493k | 15k | 34.02 |
|
|
| Fortinet (FTNT) | 0.0 | $478k | +13% | 2.7k | 178.76 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $477k | +8% | 1.7k | 280.09 |
|
| Advanced Micro Devices (AMD) | 0.0 | $477k | -4% | 779.00 | 611.76 |
|
| Starbucks Corporation (SBUX) | 0.0 | $477k | +4% | 5.1k | 93.97 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $475k | NEW | 19k | 25.13 |
|
| Boeing Company (BA) | 0.0 | $471k | 2.5k | 186.07 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $467k | +21% | 5.0k | 94.02 |
|
| Hp (HPQ) | 0.0 | $465k | +9% | 15k | 31.28 |
|
| Citigroup Com New (C) | 0.0 | $460k | +28% | 3.6k | 129.48 |
|
| Nrg Energy Com New (NRG) | 0.0 | $457k | 4.8k | 95.65 |
|
|
| Ecolab (ECL) | 0.0 | $457k | 1.7k | 274.58 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $452k | 2.0k | 231.05 |
|
|
| Verizon Communications (VZ) | 0.0 | $450k | +3% | 9.8k | 45.87 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $439k | -28% | 3.1k | 142.57 |
|
| J P Morgan Exchange Traded F New York Tax Fre | 0.0 | $418k | -7% | 8.9k | 47.12 |
|
| S&p Global (SPGI) | 0.0 | $411k | -4% | 1.0k | 394.47 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $410k | -11% | 4.5k | 90.11 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $410k | 9.6k | 42.59 |
|
|
| Technipfmc (FTI) | 0.0 | $408k | 6.0k | 67.92 |
|
|
| Spdr Index Shs Fds St Intl Cap Etf (GWX) | 0.0 | $404k | +40% | 8.9k | 45.57 |
|
| Sterling Construction Company (STRL) | 0.0 | $403k | 820.00 | 491.78 |
|
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.0 | $399k | NEW | 5.6k | 71.57 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $397k | +12% | 524.00 | 758.27 |
|
| Honeywell International (HON) | 0.0 | $397k | +9% | 1.9k | 210.94 |
|
| Altria (MO) | 0.0 | $396k | +13% | 5.9k | 67.35 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $386k | 758.00 | 508.55 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $382k | +115% | 7.0k | 54.86 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $375k | -5% | 3.3k | 112.09 |
|
| Nextera Energy (NEE) | 0.0 | $374k | +2% | 4.9k | 75.74 |
|
| Waste Management (WM) | 0.0 | $373k | 1.8k | 203.92 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $371k | 1.1k | 339.56 |
|
|
| Cummins (CMI) | 0.0 | $366k | +7% | 709.00 | 516.57 |
|
| Ameriprise Financial (AMP) | 0.0 | $366k | +10% | 743.00 | 492.35 |
|
| Illinois Tool Works (ITW) | 0.0 | $364k | +13% | 1.4k | 257.28 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $361k | NEW | 1.4k | 264.75 |
|
| O'reilly Automotive (ORLY) | 0.0 | $355k | NEW | 4.2k | 85.41 |
|
| American Tower Reit (AMT) | 0.0 | $353k | NEW | 2.2k | 163.69 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.0 | $351k | -53% | 1.8k | 195.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $350k | NEW | 1.9k | 183.37 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $349k | 4.0k | 86.80 |
|
|
| Emerson Electric (EMR) | 0.0 | $345k | +44% | 2.2k | 155.10 |
|
| Okta Cl A (OKTA) | 0.0 | $344k | 1.6k | 209.11 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $344k | NEW | 3.6k | 95.05 |
|
| FedEx Corporation (FDX) | 0.0 | $344k | -57% | 1.2k | 285.20 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $342k | 6.7k | 51.23 |
|
|
| Target Corporation (TGT) | 0.0 | $341k | 2.2k | 156.69 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $340k | NEW | 9.0k | 37.61 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $339k | +22% | 4.8k | 70.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $338k | NEW | 7.8k | 43.65 |
|
| Phillips 66 (PSX) | 0.0 | $337k | NEW | 1.3k | 255.31 |
|
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $336k | 14k | 24.04 |
|
|
| Travelers Companies (TRV) | 0.0 | $334k | 937.00 | 356.51 |
|
|
| Southern Company (SO) | 0.0 | $330k | -22% | 4.0k | 82.90 |
|
| National Fuel Gas (NFG) | 0.0 | $330k | 4.3k | 75.86 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $328k | 5.0k | 65.86 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $327k | +10% | 1.9k | 170.73 |
|
| Sempra Energy (SRE) | 0.0 | $325k | +43% | 4.2k | 77.96 |
|
| Ishares Tr Core 30 70 Etf (AOK) | 0.0 | $325k | 8.1k | 40.33 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $324k | -13% | 1.0k | 316.36 |
|
| Lowe's Companies (LOW) | 0.0 | $322k | -74% | 1.7k | 184.29 |
|
| Iron Mountain (IRM) | 0.0 | $322k | +17% | 2.9k | 110.95 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $322k | NEW | 2.1k | 156.44 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $319k | +48% | 3.4k | 94.42 |
|
| Spdr Series Trust St Str Dow Reit (RWR) | 0.0 | $318k | 3.0k | 104.92 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $316k | +39% | 2.7k | 117.77 |
|
| Enbridge (ENB) | 0.0 | $310k | 6.7k | 46.49 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $303k | -26% | 3.7k | 82.18 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $302k | 2.6k | 115.82 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $298k | 1.2k | 258.06 |
|
|
| Medtronic SHS (MDT) | 0.0 | $298k | -40% | 3.5k | 86.29 |
|
| Southern California Bancorp (BCAL) | 0.0 | $298k | 14k | 21.35 |
|
|
| Western Digital (WDC) | 0.0 | $297k | +10% | 653.00 | 454.46 |
|
| Spdr Index Shs Fds St Dow Intl Etf (RWX) | 0.0 | $296k | 12k | 25.37 |
|
|
| Navan Cl A (NAVN) | 0.0 | $294k | NEW | 14k | 20.99 |
|
| Honeywell Aerospace (HONA) | 0.0 | $291k | +9% | 1.9k | 154.97 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $291k | +12% | 9.3k | 31.47 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $288k | NEW | 1.1k | 269.03 |
|
| Allstate Corporation (ALL) | 0.0 | $288k | +2% | 1.3k | 221.88 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $287k | +31% | 835.00 | 344.00 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $287k | 1.1k | 265.08 |
|
|
| Ishares Msci Switzerland (EWL) | 0.0 | $286k | 4.8k | 59.15 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $283k | NEW | 1.6k | 179.29 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $282k | 1.9k | 148.22 |
|
|
| Flexshares Tr Northern Tr Us Q (QLC) | 0.0 | $280k | -11% | 3.1k | 90.97 |
|
| Kla Corp Com New (KLAC) | 0.0 | $280k | +20% | 1.4k | 194.93 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $277k | 11k | 25.78 |
|
|
| Intuit (INTU) | 0.0 | $276k | +29% | 1.0k | 275.79 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $276k | +5% | 1.2k | 224.05 |
|
| Verisign (VRSN) | 0.0 | $276k | NEW | 977.00 | 282.01 |
|
| American Intl Group Com New (AIG) | 0.0 | $274k | NEW | 3.7k | 74.42 |
|
| Metropcs Communications (TMUS) | 0.0 | $273k | -4% | 1.7k | 163.08 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $268k | NEW | 1.1k | 237.53 |
|
| Rubrik Cl A (RBRK) | 0.0 | $268k | NEW | 2.3k | 114.47 |
|
| Illumina (ILMN) | 0.0 | $268k | NEW | 979.00 | 273.68 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $268k | NEW | 2.3k | 115.34 |
|
| Air Products & Chemicals (APD) | 0.0 | $264k | +17% | 947.00 | 278.23 |
|
| Devon Energy Corporation (DVN) | 0.0 | $261k | -44% | 5.7k | 46.04 |
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.0 | $261k | +2% | 7.0k | 37.42 |
|
| Corning Incorporated (GLW) | 0.0 | $259k | +16% | 1.7k | 153.76 |
|
| Dollar Tree (DLTR) | 0.0 | $259k | NEW | 2.3k | 114.02 |
|
| Clorox Company (CLX) | 0.0 | $258k | -29% | 3.2k | 81.03 |
|
| DTE Energy Company (DTE) | 0.0 | $257k | NEW | 2.1k | 121.80 |
|
| Edison International (EIX) | 0.0 | $257k | -35% | 4.8k | 53.73 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $256k | NEW | 898.00 | 285.45 |
|
| Trane Technologies SHS (TT) | 0.0 | $256k | NEW | 567.00 | 451.98 |
|
| Public Service Enterprise (PEG) | 0.0 | $255k | -23% | 3.8k | 67.34 |
|
| Curtiss-Wright (CW) | 0.0 | $254k | -2% | 467.00 | 543.82 |
|
| Emcor (EME) | 0.0 | $254k | +11% | 336.00 | 754.49 |
|
| Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) | 0.0 | $253k | 30k | 8.48 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $252k | NEW | 793.00 | 317.34 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $252k | NEW | 707.00 | 355.75 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $248k | +4% | 11k | 23.07 |
|
| Textron (TXT) | 0.0 | $246k | -30% | 3.2k | 76.20 |
|
| SLB Com Stk (SLB) | 0.0 | $245k | -8% | 5.0k | 48.72 |
|
| Molina Healthcare (MOH) | 0.0 | $244k | 1.3k | 189.10 |
|
|
| Analog Devices (ADI) | 0.0 | $243k | NEW | 613.00 | 396.71 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $243k | +8% | 2.6k | 94.17 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $241k | 8.6k | 28.14 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $240k | NEW | 4.6k | 52.33 |
|
| Unilever Spon Adr New (UL) | 0.0 | $240k | NEW | 4.0k | 60.73 |
|
| Teradyne (TER) | 0.0 | $239k | +3% | 597.00 | 400.91 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $239k | 2.5k | 94.28 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $237k | 3.7k | 64.80 |
|
|
| Anthem (ELV) | 0.0 | $236k | NEW | 607.00 | 388.82 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $236k | -28% | 3.1k | 77.25 |
|
| Antero Res (AR) | 0.0 | $235k | NEW | 7.0k | 33.39 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $232k | -31% | 2.8k | 83.03 |
|
| Lumentum Hldgs (LITE) | 0.0 | $232k | -3% | 239.00 | 971.26 |
|
| Sandisk Corp (SNDK) | 0.0 | $231k | -29% | 133.00 | 1739.89 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $229k | 10k | 22.10 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $228k | NEW | 655.00 | 348.61 |
|
| Consolidated Edison (ED) | 0.0 | $228k | +16% | 2.2k | 102.24 |
|
| Booking Holdings (BKNG) | 0.0 | $228k | +5% | 1.4k | 162.91 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $227k | NEW | 5.4k | 42.37 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $226k | NEW | 10k | 22.31 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.0 | $225k | -57% | 770.00 | 292.10 |
|
| AmerisourceBergen (COR) | 0.0 | $223k | +2% | 744.00 | 300.25 |
|
| Dow (DOW) | 0.0 | $223k | NEW | 8.1k | 27.54 |
|
| Intercontinental Exchange (ICE) | 0.0 | $222k | NEW | 1.5k | 152.03 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $222k | +7% | 5.9k | 37.91 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $222k | -43% | 10k | 21.76 |
|
| United Rentals (URI) | 0.0 | $221k | NEW | 221.00 | 1000.78 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $221k | 5.6k | 39.44 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $219k | +11% | 1.3k | 171.00 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $218k | NEW | 5.6k | 39.31 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $216k | NEW | 1.1k | 203.59 |
|
| Astrazeneca Ord (AZN) | 0.0 | $215k | +9% | 1.3k | 161.47 |
|
| Ametek (AME) | 0.0 | $215k | NEW | 867.00 | 247.73 |
|
| Corteva (CTVA) | 0.0 | $213k | -2% | 2.7k | 77.65 |
|
| Moody's Corporation (MCO) | 0.0 | $212k | -7% | 467.00 | 454.13 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $211k | +4% | 1.1k | 189.40 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $211k | NEW | 607.00 | 347.28 |
|
| Ubs Group SHS (UBS) | 0.0 | $208k | NEW | 4.3k | 48.13 |
|
| Sentinelone Cl A (S) | 0.0 | $207k | NEW | 8.7k | 23.76 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $205k | NEW | 2.2k | 94.34 |
|
| Williams Companies (WMB) | 0.0 | $204k | -6% | 3.0k | 67.97 |
|
| Kkr & Co (KKR) | 0.0 | $204k | NEW | 2.2k | 91.30 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $203k | -13% | 1.3k | 160.74 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $203k | NEW | 2.1k | 97.46 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $202k | NEW | 3.5k | 57.47 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $202k | NEW | 872.00 | 231.52 |
|
| At&t (T) | 0.0 | $202k | NEW | 8.3k | 24.40 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $201k | NEW | 5.5k | 36.23 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $195k | +26% | 15k | 12.85 |
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $192k | 20k | 9.56 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $157k | 14k | 11.05 |
|
|
| V.F. Corporation (VFC) | 0.0 | $145k | NEW | 10k | 14.06 |
|
| PG&E Corporation (PCG) | 0.0 | $137k | -59% | 11k | 12.25 |
|
| Bitgo Holdings Com Shs Cl A (BTGO) | 0.0 | $136k | NEW | 18k | 7.40 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $93k | +16% | 16k | 5.63 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $92k | -16% | 10k | 9.05 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $73k | 25k | 2.92 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $62k | 12k | 5.28 |
|
Past Filings by Aspiriant
SEC 13F filings are viewable for Aspiriant going back to 2011
- Aspiriant 2026 Q3 filed Oct. 16, 2026
- Aspiriant 2026 Q2 filed July 20, 2026
- 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