Aspiriant
Latest statistics and disclosures from Aspiriant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VBR, IUSV, ACWV, VIG, and represent 49.20% of Aspiriant's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$149M), VGT (+$11M), VUG (+$5.2M), AGG, FBND, VTI, VOTE, DLN, IWF, IEFA.
- Started 76 new stock positions in CLX, OKTA, MRSH, PCG, RIO, CNC, CARR, ES, FTI, FIX.
- Reduced shares in these 10 stocks: VTIP, NVDA, BRK.A, CSCO, DEM, VIOV, TT, MUB, ACLX, ADBE.
- Sold out of its positions in T, SGOL, AIG, ACLX, DFAI, GUNR, Honeywell International, JEF, O, Soleno Therapeutics. VTIP, VCIT, ACN, TT.
- Aspiriant was a net buyer of stock by $229M.
- Aspiriant has $4.1B in assets under management (AUM), dropping by 15.37%.
- 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 400 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.9 | $645M | +30% | 861k | 748.90 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.5 | $424M | 1.7M | 242.99 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 10.0 | $406M | 3.7M | 110.15 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 7.2 | $293M | 2.4M | 120.23 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $226M | 955k | 236.63 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 5.3 | $216M | 4.3M | 50.58 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.1 | $125M | 181k | 686.99 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $98M | +2% | 1.0M | 96.58 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $89M | 1.1M | 82.84 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 2.0 | $81M | 1.1M | 76.55 |
|
|
| Apple (AAPL) | 2.0 | $81M | +2% | 278k | 289.37 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.2 | $48M | +2% | 116k | 409.50 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $43M | 58k | 746.79 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $40M | 546k | 73.41 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.0 | $39M | 707k | 55.01 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $38M | +9% | 103k | 370.06 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.9 | $38M | +11% | 834k | 45.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $37M | 73k | 500.39 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.9 | $36M | 515k | 69.50 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.9 | $35M | -3% | 296k | 117.33 |
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.8 | $31M | +2% | 123k | 252.97 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $30M | -2% | 280k | 107.62 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $28M | 332k | 83.75 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $27M | +2% | 91k | 303.14 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.7 | $27M | 728k | 36.84 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $26M | +17% | 264k | 98.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $26M | +5% | 72k | 357.39 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $22M | 99k | 217.93 |
|
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.5 | $21M | 539k | 39.68 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.5 | $21M | 433k | 48.34 |
|
|
| Tcw Etf Trust Trans Syste Etf (PWRD) | 0.5 | $20M | 162k | 122.96 |
|
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.5 | $19M | -6% | 361k | 53.79 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $18M | +4% | 251k | 71.25 |
|
| Microsoft Corporation (MSFT) | 0.4 | $18M | +12% | 48k | 373.04 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $18M | 79k | 221.20 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $17M | 55k | 300.47 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $15M | 281k | 53.61 |
|
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.4 | $15M | +26% | 168k | 88.17 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $15M | 95k | 154.29 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $15M | +2% | 276k | 52.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $14M | +8% | 41k | 353.35 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.4 | $14M | 320k | 44.36 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $13M | 188k | 69.90 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $12M | +699% | 103k | 119.52 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $12M | +34% | 126k | 96.32 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $11M | -3% | 198k | 54.02 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $10M | +5% | 116k | 89.01 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $10M | -3% | 130k | 77.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $9.7M | 66k | 148.31 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $9.7M | +7% | 162k | 59.69 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $9.3M | 113k | 82.34 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $8.9M | 37k | 242.45 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $8.8M | +6% | 27k | 327.34 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.6M | -3% | 83k | 103.88 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $8.4M | 20k | 426.42 |
|
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $7.8M | 55k | 142.39 |
|
|
| Amazon (AMZN) | 0.2 | $7.8M | +14% | 33k | 238.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $7.7M | 73k | 106.31 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $7.6M | -4% | 79k | 96.46 |
|
| New York Life Investments Et Hedge Multi Stra (QAI) | 0.2 | $7.6M | +5% | 207k | 36.60 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $7.2M | -24% | 36k | 200.10 |
|
| New York Life Investments Et Merge Arbit Etf (MNA) | 0.2 | $6.6M | +6% | 182k | 36.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $6.6M | +8% | 9.0k | 736.44 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $6.4M | -2% | 39k | 164.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $6.3M | +490% | 73k | 86.14 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $6.3M | -3% | 41k | 154.30 |
|
| Rbc Cad (RY) | 0.1 | $6.1M | +3% | 29k | 206.97 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $5.7M | 195k | 29.43 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $5.7M | +34% | 115k | 49.78 |
|
| Meta Platforms Cl A (META) | 0.1 | $5.7M | +6% | 10k | 563.29 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $5.4M | 30k | 182.28 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $5.3M | 28k | 188.09 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $5.1M | +2% | 15k | 343.94 |
|
| Johnson & Johnson (JNJ) | 0.1 | $5.1M | -3% | 20k | 254.02 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $4.9M | 56k | 87.71 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $4.8M | 26k | 185.14 |
|
|
| Qualcomm (QCOM) | 0.1 | $4.8M | +4% | 26k | 184.80 |
|
| Broadcom (AVGO) | 0.1 | $4.7M | +18% | 12k | 377.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.4M | 21k | 212.78 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $4.4M | +3% | 30k | 146.64 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.4M | -3% | 32k | 136.72 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.1M | 37k | 110.32 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.8M | +58% | 50k | 75.79 |
|
| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.1 | $3.8M | -2% | 124k | 30.61 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $3.7M | -2% | 45k | 82.27 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.7M | +2% | 38k | 96.44 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.5M | -6% | 42k | 82.11 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.3M | +323% | 26k | 124.17 |
|
| TJX Companies (TJX) | 0.1 | $3.2M | 21k | 151.50 |
|
|
| Caterpillar (CAT) | 0.1 | $3.2M | +5% | 3.0k | 1065.29 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.1 | $3.1M | -15% | 28k | 111.03 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.8M | +4% | 19k | 146.55 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.7M | 17k | 156.97 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $2.7M | 2.0k | 1332.04 |
|
|
| Abbvie (ABBV) | 0.1 | $2.7M | +8% | 11k | 251.64 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.6M | +442% | 32k | 80.57 |
|
| Cisco Systems (CSCO) | 0.1 | $2.6M | -36% | 22k | 117.46 |
|
| Ishares Tr Core 40 Mode Etf (AOM) | 0.1 | $2.5M | 50k | 49.89 |
|
|
| Tesla Motors (TSLA) | 0.1 | $2.5M | +27% | 5.9k | 420.60 |
|
| Pepsi (PEP) | 0.1 | $2.5M | +3% | 18k | 135.40 |
|
| Chevron Corporation (CVX) | 0.1 | $2.4M | +13% | 15k | 165.78 |
|
| Applied Materials (AMAT) | 0.1 | $2.4M | +10% | 3.3k | 723.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.3M | 81k | 28.96 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.3M | -4% | 34k | 68.41 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $2.3M | 15k | 152.19 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.3M | +20% | 1.9k | 1199.43 |
|
| Merck & Co (MRK) | 0.1 | $2.3M | +13% | 18k | 128.50 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $2.3M | 40k | 55.93 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | +21% | 2.4k | 935.99 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.2M | 24k | 92.27 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.2M | 3.1k | 703.47 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $2.1M | +2% | 36k | 56.98 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.0M | -3% | 43k | 47.41 |
|
| Visa Com Cl A (V) | 0.0 | $2.0M | +17% | 5.7k | 343.17 |
|
| Bill Com Holdings Ord (BILL) | 0.0 | $2.0M | 54k | 36.16 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $2.0M | +4% | 24k | 82.64 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $2.0M | +2% | 10k | 189.73 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.9M | -6% | 12k | 158.03 |
|
| American Express Company (AXP) | 0.0 | $1.9M | +12% | 5.7k | 338.25 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $1.9M | -2% | 17k | 110.35 |
|
| Intel Corporation (INTC) | 0.0 | $1.9M | +7% | 14k | 139.63 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.9M | 55k | 34.81 |
|
|
| salesforce (CRM) | 0.0 | $1.9M | +4% | 12k | 156.66 |
|
| 2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) | 0.0 | $1.9M | NEW | 58k | 32.17 |
|
| International Business Machines (IBM) | 0.0 | $1.8M | +7% | 6.5k | 281.22 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.8M | 40k | 44.85 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $1.8M | +10% | 6.6k | 272.00 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.8M | +17% | 6.9k | 255.67 |
|
| Micron Technology (MU) | 0.0 | $1.7M | NEW | 1.5k | 1154.29 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.7M | +4% | 19k | 90.74 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.7M | +23% | 15k | 113.26 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.7M | +7% | 4.7k | 354.24 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.7M | -3% | 4.5k | 365.70 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.7M | -33% | 8.1k | 205.02 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.6M | +2% | 3.2k | 513.79 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.5M | -60% | 2.00 | 748850.00 |
|
| Lowe's Companies (LOW) | 0.0 | $1.5M | 6.8k | 220.49 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $1.5M | +87% | 32k | 46.15 |
|
| Amgen (AMGN) | 0.0 | $1.5M | -20% | 4.0k | 362.12 |
|
| Ge Aerospace Com New (GE) | 0.0 | $1.4M | +16% | 3.9k | 373.83 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $1.4M | -2% | 16k | 89.43 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $1.4M | 19k | 75.28 |
|
|
| Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) | 0.0 | $1.4M | NEW | 14k | 104.77 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.4M | 7.5k | 190.52 |
|
|
| UnitedHealth (UNH) | 0.0 | $1.4M | +22% | 3.4k | 415.71 |
|
| Walt Disney Company (DIS) | 0.0 | $1.4M | +3% | 14k | 96.26 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.4M | +3% | 2.7k | 509.31 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $1.4M | 40k | 34.12 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.3M | +17% | 42k | 31.71 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $1.3M | +421% | 10k | 127.82 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.3M | -5% | 9.1k | 146.41 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.3M | +129% | 3.1k | 433.33 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.3M | +5% | 3.9k | 341.02 |
|
| Victory Portfolios Ii Core Bd Etf (UITB) | 0.0 | $1.3M | NEW | 28k | 46.84 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $1.3M | 13k | 97.61 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.3M | +33% | 1.1k | 1174.86 |
|
| Goldman Sachs (GS) | 0.0 | $1.2M | +23% | 1.2k | 1011.37 |
|
| Paychex (PAYX) | 0.0 | $1.2M | +11% | 12k | 98.33 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.2M | +12% | 1.9k | 640.76 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.2M | 11k | 109.08 |
|
|
| Capital One Financial (COF) | 0.0 | $1.2M | +22% | 5.8k | 200.64 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.1M | -19% | 2.9k | 393.96 |
|
| Us Bancorp Com New (USB) | 0.0 | $1.1M | +10% | 18k | 60.40 |
|
| Silgan Holdings (SLGN) | 0.0 | $1.1M | 23k | 46.39 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.1M | +369% | 12k | 87.91 |
|
| Home Depot (HD) | 0.0 | $1.1M | -28% | 3.0k | 352.68 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | +78% | 19k | 57.62 |
|
| Netflix (NFLX) | 0.0 | $1.1M | +34% | 15k | 71.40 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.1M | 18k | 58.20 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.0M | +2% | 38k | 27.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.0M | 2.8k | 368.38 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.0M | +45% | 14k | 75.51 |
|
| Coca-Cola Company (KO) | 0.0 | $1.0M | 13k | 81.27 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.0M | 5.7k | 178.60 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.0M | 4.4k | 227.17 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $978k | 6.3k | 156.31 |
|
|
| Spdr Index Shs Fds St Str Msci Em (QEMM) | 0.0 | $966k | 12k | 79.92 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $949k | 13k | 72.51 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $924k | +410% | 34k | 27.41 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $906k | 3.7k | 246.21 |
|
|
| Kinder Morgan (KMI) | 0.0 | $900k | +17% | 28k | 31.97 |
|
| Pfizer (PFE) | 0.0 | $898k | +9% | 37k | 24.08 |
|
| FedEx Corporation (FDX) | 0.0 | $895k | +31% | 2.9k | 313.15 |
|
| Palvella Therapeutics Inc Ne (PVLA) | 0.0 | $894k | 5.9k | 152.82 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $889k | 5.7k | 156.95 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $875k | +79% | 440.00 | 1989.44 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $854k | +3% | 10k | 85.51 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $842k | 5.1k | 163.70 |
|
|
| Blackrock (BLK) | 0.0 | $823k | +50% | 856.00 | 961.56 |
|
| Morgan Stanley Com New (MS) | 0.0 | $815k | +11% | 3.9k | 209.08 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $811k | 7.9k | 102.81 |
|
|
| Danaher Corporation (DHR) | 0.0 | $805k | +3% | 4.2k | 190.51 |
|
| Simon Property (SPG) | 0.0 | $805k | +6% | 3.6k | 223.65 |
|
| Chubb (CB) | 0.0 | $798k | +183% | 2.3k | 340.74 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $794k | +25% | 45k | 17.73 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $779k | 13k | 58.00 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $768k | 8.9k | 86.65 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $767k | +46% | 10k | 74.90 |
|
| Philip Morris International (PM) | 0.0 | $765k | +61% | 4.2k | 180.91 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $764k | +25% | 1.5k | 501.59 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $761k | 3.8k | 197.60 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $754k | 22k | 33.84 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $740k | +52% | 1.5k | 509.46 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $734k | +39% | 6.0k | 121.42 |
|
| Deere & Company (DE) | 0.0 | $731k | +14% | 1.2k | 634.33 |
|
| Comfort Systems USA (FIX) | 0.0 | $731k | NEW | 369.00 | 1981.95 |
|
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.0 | $722k | 17k | 41.73 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $702k | +12% | 4.8k | 146.06 |
|
| Sterling Construction Company (STRL) | 0.0 | $685k | -4% | 816.00 | 839.36 |
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $680k | 3.3k | 203.24 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $672k | +48% | 4.3k | 156.72 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $666k | 7.6k | 87.88 |
|
|
| Tempus Ai Cl A (TEM) | 0.0 | $644k | -2% | 11k | 57.93 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $634k | 18k | 36.13 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $619k | -18% | 11k | 58.98 |
|
| BBH TR Sele Lar Cap Etf (BBHL) | 0.0 | $615k | -13% | 35k | 17.40 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $606k | +50% | 619.00 | 978.53 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $605k | +5% | 46k | 13.28 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $604k | +21% | 3.0k | 201.61 |
|
| Nextnav Common Stock (NN) | 0.0 | $596k | -24% | 33k | 17.83 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $587k | 4.0k | 147.73 |
|
|
| 3M Company (MMM) | 0.0 | $587k | -48% | 3.6k | 162.00 |
|
| Equinix (EQIX) | 0.0 | $582k | NEW | 558.00 | 1042.39 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $578k | NEW | 599.00 | 965.00 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $576k | 4.5k | 128.08 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $570k | +3% | 4.5k | 126.60 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $570k | 14k | 41.43 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $560k | 1.8k | 306.30 |
|
|
| Uber Technologies (UBER) | 0.0 | $555k | 7.7k | 72.16 |
|
|
| Edison International (EIX) | 0.0 | $555k | NEW | 7.5k | 74.45 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $553k | +10% | 3.8k | 146.11 |
|
| McDonald's Corporation (MCD) | 0.0 | $539k | +17% | 2.0k | 270.44 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $538k | +20% | 10k | 52.42 |
|
| Boeing Company (BA) | 0.0 | $538k | +59% | 2.5k | 216.50 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $534k | +2% | 15k | 36.87 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $532k | 2.3k | 228.79 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $530k | 4.8k | 109.45 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $523k | 12k | 45.11 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $518k | 1.2k | 426.12 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $516k | -3% | 6.5k | 79.98 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $515k | +77% | 4.2k | 121.43 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $515k | +13% | 4.1k | 124.44 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $509k | 9.3k | 54.69 |
|
|
| Linde SHS (LIN) | 0.0 | $508k | +91% | 978.00 | 518.94 |
|
| Starbucks Corporation (SBUX) | 0.0 | $498k | +10% | 4.9k | 102.21 |
|
| Centene Corporation (CNC) | 0.0 | $494k | NEW | 7.7k | 64.19 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $493k | +19% | 3.7k | 132.83 |
|
| Southern Company (SO) | 0.0 | $490k | +3% | 5.1k | 95.72 |
|
| J P Morgan Exchange Traded F New York Tax Fre | 0.0 | $480k | NEW | 9.6k | 50.18 |
|
| Keysight Technologies (KEYS) | 0.0 | $480k | -4% | 1.4k | 350.07 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $479k | 9.6k | 49.82 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $478k | 2.2k | 219.52 |
|
|
| ConocoPhillips (COP) | 0.0 | $474k | +18% | 4.6k | 103.96 |
|
| Advanced Micro Devices (AMD) | 0.0 | $473k | NEW | 815.00 | 580.91 |
|
| Cummins (CMI) | 0.0 | $472k | +56% | 662.00 | 713.21 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $468k | +40% | 1.6k | 298.07 |
|
| Ecolab (ECL) | 0.0 | $465k | +11% | 1.7k | 278.61 |
|
| PG&E Corporation (PCG) | 0.0 | $465k | NEW | 28k | 16.82 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $456k | 5.1k | 89.20 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $455k | +75% | 8.1k | 56.16 |
|
| Medtronic SHS (MDT) | 0.0 | $451k | +3% | 5.8k | 78.23 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $447k | +15% | 18k | 24.55 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.0 | $444k | -6% | 15k | 30.01 |
|
| S&p Global (SPGI) | 0.0 | $444k | +25% | 1.1k | 407.26 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $442k | NEW | 3.1k | 143.10 |
|
| Clorox Company (CLX) | 0.0 | $434k | NEW | 4.5k | 95.45 |
|
| Laird Superfood Com Stk (LSF) | 0.0 | $430k | NEW | 92k | 4.70 |
|
| Sandisk Corp (SNDK) | 0.0 | $430k | NEW | 189.00 | 2273.73 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $428k | +11% | 8.5k | 50.40 |
|
| Textron (TXT) | 0.0 | $423k | +99% | 4.6k | 91.73 |
|
| Devon Energy Corporation (DVN) | 0.0 | $421k | +12% | 10k | 41.32 |
|
| Nextera Energy (NEE) | 0.0 | $421k | +13% | 4.8k | 87.77 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $417k | +18% | 3.5k | 117.67 |
|
| Waste Management (WM) | 0.0 | $409k | +9% | 1.8k | 222.88 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $408k | 9.6k | 42.44 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $401k | +102% | 8.3k | 48.57 |
|
| Public Service Enterprise (PEG) | 0.0 | $400k | +59% | 4.9k | 81.16 |
|
| Verizon Communications (VZ) | 0.0 | $399k | +11% | 9.4k | 42.34 |
|
| Totalenergies Se Act (TTE) | 0.0 | $399k | 5.1k | 77.76 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $398k | +28% | 5.0k | 79.42 |
|
| Technipfmc (FTI) | 0.0 | $398k | NEW | 6.0k | 66.30 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $396k | 758.00 | 522.39 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $394k | 4.1k | 96.49 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $391k | -32% | 7.3k | 53.26 |
|
| Citigroup Com New (C) | 0.0 | $388k | NEW | 2.8k | 139.96 |
|
| Honeywell International (HON) | 0.0 | $386k | NEW | 1.7k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $381k | NEW | 1.7k | 221.08 |
|
| Western Digital (WDC) | 0.0 | $376k | NEW | 589.00 | 638.72 |
|
| Altria (MO) | 0.0 | $372k | +15% | 5.2k | 71.96 |
|
| Corning Incorporated (GLW) | 0.0 | $369k | -9% | 1.4k | 255.43 |
|
| Curtiss-Wright (CW) | 0.0 | $365k | +31% | 481.00 | 757.76 |
|
| Fortinet (FTNT) | 0.0 | $361k | NEW | 2.4k | 153.62 |
|
| Enbridge (ENB) | 0.0 | $360k | +22% | 6.6k | 54.21 |
|
| Kla Corp Com New (KLAC) | 0.0 | $359k | NEW | 1.2k | 301.71 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $356k | 4.0k | 88.54 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $355k | -6% | 1.2k | 299.24 |
|
| McKesson Corporation (MCK) | 0.0 | $351k | +24% | 465.00 | 755.60 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $350k | 6.7k | 52.41 |
|
|
| Spdr Series Trust St Str Dow Reit (RWR) | 0.0 | $343k | 3.0k | 112.97 |
|
|
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $343k | 14k | 24.52 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $338k | NEW | 1.2k | 289.43 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $337k | +8% | 4.3k | 79.03 |
|
| Illinois Tool Works (ITW) | 0.0 | $336k | +23% | 1.2k | 270.47 |
|
| National Fuel Gas (NFG) | 0.0 | $336k | +45% | 4.4k | 77.21 |
|
| Ishares Tr Core 30 70 Etf (AOK) | 0.0 | $334k | 8.1k | 41.48 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $334k | 4.1k | 81.94 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $322k | 5.0k | 64.50 |
|
|
| Cigna Corp (CI) | 0.0 | $316k | +47% | 1.1k | 275.68 |
|
| Travelers Companies (TRV) | 0.0 | $316k | NEW | 956.00 | 330.12 |
|
| Spdr Index Shs Fds St Dow Intl Etf (RWX) | 0.0 | $315k | 12k | 27.01 |
|
|
| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $313k | -7% | 3.5k | 89.87 |
|
| Iron Mountain (IRM) | 0.0 | $312k | +20% | 2.5k | 126.31 |
|
| Ameriprise Financial (AMP) | 0.0 | $308k | +9% | 672.00 | 458.76 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $304k | +5% | 4.8k | 62.85 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $303k | -6% | 11k | 27.62 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $302k | 2.6k | 115.70 |
|
|
| Allstate Corporation (ALL) | 0.0 | $300k | +24% | 1.3k | 238.08 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.0 | $300k | 12k | 25.44 |
|
|
| Molina Healthcare (MOH) | 0.0 | $298k | NEW | 1.3k | 228.70 |
|
| Hp (HPQ) | 0.0 | $298k | +21% | 14k | 21.94 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $297k | 8.6k | 34.73 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $296k | +36% | 1.8k | 167.73 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $290k | +40% | 465.00 | 623.54 |
|
| Southern California Bancorp (BCAL) | 0.0 | $290k | 14k | 20.84 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $289k | 3.7k | 77.91 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $289k | NEW | 1.7k | 166.67 |
|
| Target Corporation (TGT) | 0.0 | $288k | NEW | 2.2k | 130.61 |
|
| PNC Financial Services (PNC) | 0.0 | $286k | NEW | 1.2k | 246.22 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $283k | NEW | 1.1k | 254.50 |
|
| Eversource Energy (ES) | 0.0 | $281k | NEW | 3.9k | 72.27 |
|
| Teradyne (TER) | 0.0 | $279k | NEW | 577.00 | 483.84 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $277k | +75% | 1.9k | 142.21 |
|
| Spdr Index Shs Fds St Intl Cap Etf (GWX) | 0.0 | $275k | 6.3k | 43.76 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $275k | NEW | 1.9k | 144.48 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $273k | NEW | 1.1k | 252.36 |
|
| Sempra Energy (SRE) | 0.0 | $269k | -45% | 2.9k | 92.71 |
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.0 | $267k | -41% | 6.8k | 39.47 |
|
| Esab Corporation (ESAB) | 0.0 | $263k | 2.7k | 98.63 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $261k | NEW | 5.4k | 47.94 |
|
| Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) | 0.0 | $258k | 30k | 8.67 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $255k | -7% | 1.1k | 223.95 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $255k | 8.2k | 31.10 |
|
|
| SLB Com Stk (SLB) | 0.0 | $255k | +10% | 5.5k | 46.49 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.0 | $255k | 2.5k | 100.60 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $254k | -12% | 5.6k | 45.34 |
|
| Emcor (EME) | 0.0 | $251k | NEW | 302.00 | 829.88 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $249k | NEW | 4.0k | 62.89 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $245k | -47% | 681.00 | 360.38 |
|
| Mid-America Apartment (MAA) | 0.0 | $245k | NEW | 1.8k | 138.94 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $242k | -7% | 1.5k | 164.60 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $241k | NEW | 1.8k | 131.60 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $241k | 1.9k | 124.76 |
|
|
| Waste Connections (WCN) | 0.0 | $240k | NEW | 1.4k | 166.69 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $240k | -30% | 10k | 23.13 |
|
| Corteva (CTVA) | 0.0 | $240k | +12% | 2.8k | 84.69 |
|
| Williams Companies (WMB) | 0.0 | $238k | NEW | 3.2k | 74.34 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $238k | 1.2k | 202.66 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $237k | NEW | 3.2k | 73.35 |
|
| Air Products & Chemicals (APD) | 0.0 | $237k | +10% | 808.00 | 293.18 |
|
| Booking Holdings (BKNG) | 0.0 | $236k | +2448% | 1.3k | 178.24 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $232k | NEW | 692.00 | 334.82 |
|
| Astrazeneca Ord (AZN) | 0.0 | $231k | -12% | 1.2k | 189.62 |
|
| Moody's Corporation (MCO) | 0.0 | $229k | NEW | 506.00 | 452.92 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $227k | NEW | 2.4k | 94.93 |
|
| Okta Cl A (OKTA) | 0.0 | $225k | NEW | 1.6k | 136.45 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $224k | NEW | 1.1k | 195.73 |
|
| Emerson Electric (EMR) | 0.0 | $220k | NEW | 1.5k | 143.15 |
|
| Aon Shs Cl A (AON) | 0.0 | $216k | NEW | 652.00 | 331.69 |
|
| Valero Energy Corporation (VLO) | 0.0 | $216k | NEW | 830.00 | 260.44 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $216k | NEW | 1.4k | 151.00 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $215k | NEW | 635.00 | 338.72 |
|
| Kraft Heinz (KHC) | 0.0 | $214k | NEW | 9.1k | 23.62 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $213k | NEW | 2.3k | 93.38 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $213k | NEW | 702.00 | 302.70 |
|
| Lumentum Hldgs (LITE) | 0.0 | $212k | NEW | 247.00 | 858.06 |
|
| Consolidated Edison (ED) | 0.0 | $212k | NEW | 1.9k | 110.67 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $211k | NEW | 1.1k | 197.10 |
|
| Fastenal Company (FAST) | 0.0 | $211k | NEW | 4.4k | 48.03 |
|
| MetLife (MET) | 0.0 | $210k | -38% | 2.5k | 84.61 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $209k | NEW | 4.2k | 50.42 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $208k | NEW | 1.4k | 144.61 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $207k | 3.7k | 56.59 |
|
|
| National Retail Properties (NNN) | 0.0 | $207k | NEW | 4.4k | 46.53 |
|
| AmerisourceBergen (COR) | 0.0 | $206k | NEW | 729.00 | 282.98 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $204k | NEW | 6.1k | 33.52 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $204k | NEW | 10k | 19.89 |
|
| Intuit (INTU) | 0.0 | $202k | NEW | 772.00 | 261.10 |
|
| Monster Beverage Corp (MNST) | 0.0 | $201k | NEW | 2.1k | 96.12 |
|
| Spdr Series Trust St Str R1k Lowv (ONEV) | 0.0 | $200k | NEW | 1.4k | 143.06 |
|
| Dominion Resources (D) | 0.0 | $200k | NEW | 2.9k | 68.29 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $165k | NEW | 10k | 16.03 |
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $159k | 20k | 7.92 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $138k | NEW | 14k | 9.58 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $134k | NEW | 12k | 11.23 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $128k | NEW | 12k | 10.57 |
|
| Smartbird Cl A New (BIRD) | 0.0 | $83k | NEW | 21k | 4.00 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $82k | NEW | 14k | 5.83 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $79k | 25k | 3.14 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $72k | NEW | 12k | 6.14 |
|
| Under Armour CL C (UA) | 0.0 | $63k | 10k | 6.22 |
|
Past Filings by Aspiriant
SEC 13F filings are viewable for Aspiriant going back to 2011
- 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
- Aspiriant 2022 Q3 filed Oct. 28, 2022