Aspiriant
Latest statistics and disclosures from Aspiriant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTEB, ACWV, IUSV, IVV, VIG, and represent 47.53% of Aspiriant's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$30M), VBR (+$12M), VTEB (+$10M), IUSV (+$9.3M), IEFA (+$5.2M), LLY, NVDA, AOR, FBND, CRBN.
- Started 13 new stock positions in GAB, SPDN, RPG, SOLV, QLTY, VOT, SUSA, MKL, SCHF, HYG. NUEM, SGOV, DFNM.
- Reduced shares in these 10 stocks: ACWV (-$6.3M), AAPL, QAI, MSFT, RSP, EFV, MOAT, AOM, JPM, DEM.
- Sold out of its positions in AFL, ALGN, BIRD, ALL, COR, AMP, ARHS, CSX, CVS, C.
- Aspiriant was a net buyer of stock by $34M.
- Aspiriant has $2.5B in assets under management (AUM), dropping by 1.54%.
- Central Index Key (CIK): 0001433541
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Portfolio Holdings for Aspiriant
Aspiriant holds 280 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 10.7 | $262M | +3% | 5.2M | 50.11 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 10.3 | $252M | -2% | 2.4M | 104.64 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 10.3 | $252M | +3% | 2.9M | 88.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.1 | $223M | +15% | 408k | 547.24 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $177M | 969k | 182.56 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 6.1 | $150M | +8% | 821k | 182.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $76M | 152k | 500.28 |
|
|
| Apple (AAPL) | 2.6 | $65M | -4% | 306k | 210.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $63M | 1.2M | 53.04 |
|
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $53M | 985k | 53.53 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $37M | +16% | 503k | 72.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $35M | 484k | 72.05 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $33M | 60k | 544.23 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $28M | -2% | 69k | 406.80 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.1 | $28M | 710k | 39.27 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 1.0 | $25M | +7% | 448k | 56.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $25M | 92k | 267.52 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.9 | $22M | -2% | 726k | 29.57 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.9 | $21M | -4% | 490k | 43.31 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $21M | 194k | 106.55 |
|
|
| Microsoft Corporation (MSFT) | 0.8 | $20M | -6% | 46k | 446.97 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $20M | 68k | 297.54 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.8 | $20M | +8% | 107k | 183.27 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $19M | 324k | 58.64 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $17M | +11% | 383k | 44.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $15M | -2% | 81k | 182.15 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $15M | 131k | 112.40 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $14M | +4% | 90k | 160.41 |
|
| Bill Com Holdings Ord (BILL) | 0.6 | $14M | 262k | 52.62 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $14M | -2% | 89k | 152.30 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $13M | +3% | 110k | 117.49 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $12M | 22k | 576.59 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $12M | 279k | 41.11 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $11M | +15% | 108k | 97.07 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $9.2M | +15% | 42k | 218.06 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $9.2M | -6% | 133k | 69.36 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $9.1M | 283k | 32.24 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $9.1M | -3% | 45k | 202.91 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $9.0M | 173k | 51.87 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $8.8M | 104k | 83.96 |
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|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $8.1M | 26k | 308.68 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $7.8M | -5% | 43k | 183.42 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $7.8M | -5% | 216k | 35.94 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $7.1M | 281k | 25.42 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $7.0M | 142k | 49.42 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $7.0M | 199k | 35.03 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $6.9M | -4% | 114k | 60.08 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $6.1M | 10.00 | 612241.00 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $6.0M | 34k | 174.48 |
|
|
| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.2 | $6.0M | -23% | 193k | 31.03 |
|
| Meta Platforms Cl A (META) | 0.2 | $6.0M | -11% | 12k | 504.25 |
|
| Amazon (AMZN) | 0.2 | $5.8M | -6% | 30k | 193.25 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $5.4M | 85k | 64.25 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.3M | +29% | 14k | 374.01 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $5.0M | -17% | 25k | 202.27 |
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| Procter & Gamble Company (PG) | 0.2 | $4.8M | -5% | 29k | 164.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.5M | +10% | 104k | 43.76 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.3M | -23% | 26k | 164.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.2M | +25% | 8.8k | 479.11 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $4.2M | -15% | 72k | 58.52 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $3.9M | 30k | 132.31 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $3.9M | 33k | 118.10 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $3.7M | +5% | 48k | 78.33 |
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.1 | $3.7M | -14% | 116k | 31.60 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $3.6M | 59k | 61.64 |
|
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| Eli Lilly & Co. (LLY) | 0.1 | $3.5M | +444% | 3.9k | 905.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $3.5M | 28k | 127.48 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.3M | +3% | 40k | 83.77 |
|
| Rbc Cad (RY) | 0.1 | $3.3M | 31k | 106.38 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $3.2M | 41k | 76.57 |
|
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| Qualcomm (QCOM) | 0.1 | $3.1M | -10% | 16k | 199.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.1M | +2% | 8.5k | 364.52 |
|
| Johnson & Johnson (JNJ) | 0.1 | $3.1M | -11% | 21k | 146.18 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $3.1M | -5% | 42k | 72.75 |
|
| Pepsi (PEP) | 0.1 | $3.1M | -4% | 19k | 164.93 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.9M | 36k | 81.08 |
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|
| TJX Companies (TJX) | 0.1 | $2.8M | -4% | 26k | 110.10 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $2.8M | -7% | 34k | 83.67 |
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| Oracle Corporation (ORCL) | 0.1 | $2.8M | -3% | 20k | 141.20 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.8M | 23k | 118.78 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.6M | 11k | 249.65 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.6M | -11% | 23k | 115.12 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.5M | 24k | 106.66 |
|
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| Chevron Corporation (CVX) | 0.1 | $2.4M | -18% | 16k | 156.43 |
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| NVIDIA Corporation (NVDA) | 0.1 | $2.4M | +666% | 19k | 123.54 |
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| UnitedHealth (UNH) | 0.1 | $2.2M | -28% | 4.3k | 509.29 |
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| Abbott Laboratories (ABT) | 0.1 | $2.1M | -3% | 20k | 103.91 |
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| salesforce (CRM) | 0.1 | $2.1M | -21% | 8.2k | 257.10 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $2.1M | 19k | 110.50 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.0M | -17% | 47k | 42.59 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.0M | 16k | 127.18 |
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| Merck & Co (MRK) | 0.1 | $2.0M | -17% | 16k | 123.81 |
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| Home Depot (HD) | 0.1 | $1.9M | -18% | 5.6k | 344.24 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.9M | -2% | 26k | 73.69 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.9M | +13% | 46k | 40.57 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.8M | -9% | 2.1k | 849.99 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.8M | -15% | 7.9k | 226.26 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.7M | +5% | 3.2k | 535.17 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $1.7M | -3% | 23k | 75.07 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.6M | +9% | 33k | 49.52 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.6M | 21k | 76.70 |
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| Walt Disney Company (DIS) | 0.1 | $1.6M | -19% | 16k | 99.30 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.6M | 25k | 62.87 |
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| Abbvie (ABBV) | 0.1 | $1.5M | -8% | 8.5k | 171.52 |
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| Lowe's Companies (LOW) | 0.1 | $1.4M | -13% | 6.6k | 220.46 |
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| Applied Materials (AMAT) | 0.1 | $1.4M | -12% | 6.0k | 235.99 |
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| Paychex (PAYX) | 0.1 | $1.4M | -4% | 12k | 118.56 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $1.4M | -17% | 25k | 57.21 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.4M | -8% | 24k | 59.39 |
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| Danaher Corporation (DHR) | 0.1 | $1.4M | -14% | 5.6k | 249.87 |
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| Amgen (AMGN) | 0.1 | $1.4M | -10% | 4.4k | 312.45 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | -8% | 2.5k | 555.54 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | -24% | 34k | 39.77 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | +3% | 5.4k | 250.13 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.4M | 12k | 110.35 |
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| Tesla Motors (TSLA) | 0.1 | $1.4M | -4% | 6.9k | 197.88 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | -20% | 5.2k | 262.49 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $1.3M | -46% | 31k | 43.01 |
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| Broadcom (AVGO) | 0.1 | $1.3M | -23% | 828.00 | 1605.53 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.3M | -6% | 57k | 23.25 |
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| American Express Company (AXP) | 0.1 | $1.3M | -10% | 5.7k | 231.55 |
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| General Dynamics Corporation (GD) | 0.1 | $1.3M | -8% | 4.5k | 290.14 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.3M | -14% | 7.6k | 173.48 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | -15% | 2.9k | 441.29 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.2M | 16k | 77.83 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.1 | $1.2M | 19k | 63.58 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.2M | 26k | 46.61 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.2M | NEW | 12k | 100.72 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.2M | 16k | 74.08 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.2M | 15k | 77.76 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.2M | -6% | 4.9k | 242.10 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.1M | -11% | 11k | 100.39 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $1.1M | 40k | 26.32 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $1.0M | +61% | 10k | 103.85 |
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| Wal-Mart Stores (WMT) | 0.0 | $1.0M | -11% | 15k | 67.71 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.0M | +2% | 8.7k | 118.60 |
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| Cisco Systems (CSCO) | 0.0 | $1.0M | -19% | 21k | 47.51 |
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| Pfizer (PFE) | 0.0 | $1000k | -12% | 36k | 27.98 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $998k | +50% | 11k | 92.54 |
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| Netflix (NFLX) | 0.0 | $991k | -8% | 1.5k | 674.88 |
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| International Business Machines (IBM) | 0.0 | $983k | -9% | 5.7k | 172.96 |
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| Silgan Holdings (SLGN) | 0.0 | $979k | 23k | 42.33 |
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| 3M Company (MMM) | 0.0 | $966k | -4% | 9.5k | 102.21 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $939k | -43% | 24k | 39.16 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $920k | 13k | 70.37 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $906k | +14% | 3.5k | 262.53 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $880k | 10k | 87.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $878k | -26% | 2.9k | 303.41 |
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| Caterpillar (CAT) | 0.0 | $873k | -9% | 2.6k | 333.18 |
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| Simon Property (SPG) | 0.0 | $873k | -21% | 5.7k | 151.82 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $856k | +24% | 6.0k | 142.74 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $849k | -6% | 11k | 78.73 |
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| Coca-Cola Company (KO) | 0.0 | $831k | -10% | 13k | 63.65 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $826k | +57% | 8.0k | 102.72 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $814k | -19% | 1.5k | 553.00 |
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| Us Bancorp Del Com New (USB) | 0.0 | $793k | -12% | 20k | 39.70 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $776k | 14k | 57.61 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $764k | 13k | 57.99 |
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| FedEx Corporation (FDX) | 0.0 | $758k | -14% | 2.5k | 299.84 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $753k | 4.1k | 182.07 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $747k | +12% | 3.3k | 226.23 |
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| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.0 | $743k | -4% | 13k | 58.45 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $739k | 6.1k | 120.98 |
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| Ishares Tr Core Total Usd (IUSB) | 0.0 | $735k | -5% | 16k | 45.22 |
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| Cloudflare Cl A Com (NET) | 0.0 | $732k | -38% | 8.8k | 82.83 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $730k | 4.3k | 168.41 |
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| McDonald's Corporation (MCD) | 0.0 | $723k | -11% | 2.8k | 254.99 |
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| Ge Aerospace Com New (GE) | 0.0 | $716k | -7% | 4.5k | 158.99 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $711k | 15k | 47.37 |
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| Intel Corporation (INTC) | 0.0 | $705k | -13% | 23k | 30.97 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $651k | 2.8k | 235.22 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $629k | 4.9k | 128.43 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $623k | 3.7k | 168.79 |
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| Goldman Sachs (GS) | 0.0 | $622k | -23% | 1.4k | 452.32 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $609k | 3.0k | 204.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $598k | -12% | 2.8k | 215.01 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $586k | 5.2k | 113.46 |
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| Vanguard World Materials Etf (VAW) | 0.0 | $579k | 3.0k | 192.63 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $578k | 7.5k | 77.28 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $567k | +3% | 5.0k | 112.63 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $566k | +120% | 3.8k | 150.43 |
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| Docusign (DOCU) | 0.0 | $564k | 11k | 53.50 |
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| Snowflake Cl A (SNOW) | 0.0 | $561k | 4.2k | 135.09 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $559k | 12k | 45.58 |
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| Nextera Energy (NEE) | 0.0 | $557k | -7% | 7.9k | 70.81 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $553k | 17k | 31.99 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $549k | 6.0k | 91.48 |
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|
| Elastic N V Ord Shs (ESTC) | 0.0 | $513k | -33% | 4.5k | 113.91 |
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| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $509k | -15% | 6.8k | 74.79 |
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| Soleno Therapeutics (SLNO) | 0.0 | $495k | 12k | 40.80 |
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| Kinder Morgan (KMI) | 0.0 | $489k | -8% | 25k | 19.87 |
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| Jfrog Ord Shs (FROG) | 0.0 | $475k | 13k | 37.55 |
|
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $470k | -4% | 36k | 13.18 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $463k | 4.8k | 96.13 |
|
|
| Deere & Company (DE) | 0.0 | $442k | -18% | 1.2k | 373.64 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $420k | NEW | 1.8k | 229.56 |
|
| Loews Corporation (L) | 0.0 | $412k | -3% | 5.5k | 74.74 |
|
| Capital One Financial (COF) | 0.0 | $403k | -9% | 2.9k | 138.45 |
|
| Esab Corporation (ESAB) | 0.0 | $399k | -2% | 4.2k | 94.43 |
|
| Stryker Corporation (SYK) | 0.0 | $394k | -8% | 1.2k | 340.37 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $387k | 4.7k | 81.65 |
|
|
| Nike CL B (NKE) | 0.0 | $387k | -12% | 5.1k | 75.37 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $383k | NEW | 3.4k | 112.37 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $378k | 14k | 27.67 |
|
|
| Waste Management (WM) | 0.0 | $376k | -20% | 1.8k | 213.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $374k | 5.8k | 64.95 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $373k | NEW | 9.7k | 38.42 |
|
| Starbucks Corporation (SBUX) | 0.0 | $373k | -13% | 4.8k | 77.86 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $370k | -11% | 352.00 | 1051.03 |
|
| Anthem (ELV) | 0.0 | $368k | -35% | 679.00 | 541.86 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $366k | -18% | 3.7k | 100.24 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $358k | NEW | 7.5k | 47.77 |
|
| Ecolab (ECL) | 0.0 | $357k | -6% | 1.5k | 238.00 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $354k | -17% | 9.1k | 38.85 |
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $351k | NEW | 30k | 11.77 |
|
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $348k | 14k | 24.89 |
|
|
| Verizon Communications (VZ) | 0.0 | $347k | -25% | 8.4k | 41.24 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $332k | -34% | 1.1k | 298.96 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $322k | NEW | 8.6k | 37.26 |
|
| McKesson Corporation (MCK) | 0.0 | $317k | -10% | 543.00 | 584.04 |
|
| ConocoPhillips (COP) | 0.0 | $317k | -34% | 2.8k | 114.38 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $316k | 7.2k | 43.93 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $315k | -8% | 675.00 | 467.10 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $306k | NEW | 11k | 28.67 |
|
| Honeywell International (HON) | 0.0 | $304k | -42% | 1.4k | 213.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $302k | -7% | 2.4k | 123.80 |
|
| Jefferies Finl Group (JEF) | 0.0 | $302k | -2% | 6.1k | 49.76 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $300k | 4.5k | 66.68 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $300k | -17% | 884.00 | 339.01 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $300k | -7% | 11k | 28.67 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $297k | 758.00 | 391.13 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $295k | -29% | 3.0k | 97.21 |
|
| Metropcs Communications (TMUS) | 0.0 | $291k | -4% | 1.6k | 176.18 |
|
| BlackRock (BLK) | 0.0 | $288k | -26% | 366.00 | 787.32 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $284k | -16% | 561.00 | 505.81 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $283k | 3.0k | 93.10 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $282k | -25% | 6.8k | 41.53 |
|
| Automatic Data Processing (ADP) | 0.0 | $282k | -26% | 1.2k | 238.69 |
|
| Dominion Resources (D) | 0.0 | $282k | -13% | 5.7k | 49.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $281k | 1.6k | 170.76 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $280k | 4.6k | 60.31 |
|
|
| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $279k | 4.5k | 61.52 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $278k | -2% | 5.4k | 51.24 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $272k | -18% | 2.6k | 106.46 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $267k | +2% | 5.6k | 47.45 |
|
| Cigna Corp (CI) | 0.0 | $263k | -34% | 795.00 | 330.57 |
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $258k | 11k | 24.00 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $258k | NEW | 3.3k | 77.14 |
|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.0 | $258k | NEW | 8.3k | 31.02 |
|
| Eaton Corp SHS (ETN) | 0.0 | $255k | -37% | 812.00 | 313.55 |
|
| Becton, Dickinson and (BDX) | 0.0 | $252k | -6% | 1.1k | 233.71 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $252k | 2.3k | 108.70 |
|
|
| Target Corporation (TGT) | 0.0 | $248k | -27% | 1.7k | 148.04 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $246k | -10% | 3.9k | 63.03 |
|
| ResMed (RMD) | 0.0 | $244k | -4% | 1.3k | 191.42 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $240k | 4.1k | 58.85 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $237k | -28% | 1.2k | 194.53 |
|
| Philip Morris International (PM) | 0.0 | $231k | -25% | 2.3k | 101.33 |
|
| Linde SHS (LIN) | 0.0 | $229k | -37% | 521.00 | 438.81 |
|
| Box Cl A (BOX) | 0.0 | $227k | 8.6k | 26.44 |
|
|
| MetLife (MET) | 0.0 | $225k | -25% | 3.2k | 70.19 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $225k | 843.00 | 266.27 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $224k | 714.00 | 314.28 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $221k | -20% | 933.00 | 236.96 |
|
| Booking Holdings (BKNG) | 0.0 | $218k | -15% | 55.00 | 3961.51 |
|
| American Intl Group Com New (AIG) | 0.0 | $217k | -39% | 2.9k | 74.24 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $214k | -2% | 825.00 | 259.31 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $209k | 1.7k | 120.74 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $206k | -35% | 201.00 | 1022.73 |
|
| Markel Corporation (MKL) | 0.0 | $204k | NEW | 129.00 | 1584.42 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $204k | NEW | 3.9k | 52.88 |
|
| Kraft Heinz (KHC) | 0.0 | $203k | -8% | 6.3k | 32.22 |
|
| Boeing Company (BA) | 0.0 | $202k | -29% | 1.1k | 182.06 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $202k | 3.0k | 66.77 |
|
|
| At&t (T) | 0.0 | $192k | -35% | 10k | 19.11 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $88k | 23k | 3.78 |
|
|
| Monroe Cap (MRCC) | 0.0 | $84k | 11k | 7.61 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $56k | NEW | 11k | 5.20 |
|
| Cango Ads (CANG) | 0.0 | $23k | -9% | 14k | 1.67 |
|
| Danimer Scientific Com Cl A (DNMR) | 0.0 | $7.1k | 12k | 0.60 |
|
Past Filings by Aspiriant
SEC 13F filings are viewable for Aspiriant going back to 2011
- Aspiriant 2024 Q2 filed July 15, 2024
- Aspiriant 2024 Q1 filed April 15, 2024
- Aspiriant 2023 Q4 filed Jan. 26, 2024
- Aspiriant 2023 Q3 filed Oct. 18, 2023
- Aspiriant 2023 Q2 filed July 19, 2023
- Aspiriant 2023 Q1 filed April 27, 2023
- Aspiriant 2022 Q4 filed Jan. 23, 2023
- Aspiriant 2022 Q3 filed Oct. 28, 2022
- Aspiriant 2022 Q2 filed July 25, 2022
- Aspiriant 2022 Q1 filed May 6, 2022
- Aspiriant 2021 Q4 filed Feb. 14, 2022
- Aspiriant 2021 Q3 filed Oct. 27, 2021
- Aspiriant 2021 Q2 filed Aug. 13, 2021
- Aspiriant 2021 Q1 filed May 11, 2021
- Aspiriant 2020 Q4 filed Feb. 1, 2021
- Aspiriant 2020 Q3 filed Oct. 29, 2020