Aspiriant

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

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Portfolio Holdings for Aspiriant

Aspiriant holds 288 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.4 $328M +8% 584k 561.90
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Ishares Tr Core S&p Us Vlu (IUSV) 11.3 $326M +7% 3.5M 92.29
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Vanguard Index Fds Sm Cp Val Etf (VBR) 10.0 $287M +25% 1.5M 186.29
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Ishares Msci Gbl Min Vol (ACWV) 9.9 $285M 2.4M 116.37
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 9.0 $260M 5.2M 49.62
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Vanguard Specialized Funds Div App Etf (VIG) 6.4 $185M 955k 193.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $80M +2% 155k 513.90
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Apple (AAPL) 2.7 $77M +14% 345k 222.13
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Ishares Tr Eafe Value Etf (EFV) 2.3 $67M -4% 1.1M 58.94
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Ishares Core Msci Emkt (IEMG) 1.9 $55M 1.0M 53.97
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Ishares Tr Core Msci Eafe (IEFA) 1.8 $53M +17% 699k 75.65
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $37M +2% 503k 73.45
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $34M -3% 64k 532.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $34M 60k 559.38
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $29M 703k 41.21
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Ishares Tr Core 60/40 Balan (AOR) 0.9 $27M +8% 464k 57.57
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $25M 92k 274.84
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Ishares Tr Rus 1000 Etf (IWB) 0.8 $22M +3% 72k 306.74
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Ishares Tr Msci Lw Crb Tg (CRBN) 0.8 $22M +7% 113k 191.18
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.7 $20M 655k 30.80
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $20M 325k 60.66
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $20M 745k 26.20
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.6 $19M -2% 440k 42.08
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Ishares Tr National Mun Etf (MUB) 0.6 $18M +3% 172k 105.44
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $18M -5% 394k 45.65
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Microsoft Corporation (MSFT) 0.6 $18M 47k 375.40
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $17M +29% 75k 221.75
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Vanguard Index Fds Value Etf (VTV) 0.5 $15M 88k 172.74
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Select Sector Spdr Tr Financial (XLF) 0.5 $14M 279k 49.81
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $13M +3% 113k 115.60
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $13M 86k 150.98
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $13M 126k 98.92
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $12M 80k 154.64
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Vanguard World Inf Tech Etf (VGT) 0.4 $11M -3% 21k 542.38
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $10M +11% 314k 32.99
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $9.8M +9% 190k 51.49
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Tcw Etf Trust Transform System (PWRD) 0.3 $9.7M +5% 139k 69.75
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $9.3M 47k 199.49
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $8.9M 28k 317.65
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $8.7M -11% 93k 93.66
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $8.5M +6% 236k 36.14
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Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $8.2M 209k 39.36
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $7.4M -2% 146k 50.83
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Alphabet Cap Stk Cl C (GOOG) 0.2 $6.8M 44k 156.23
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $6.8M -32% 87k 77.92
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $6.8M 113k 59.75
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Meta Platforms Cl A (META) 0.2 $6.6M 11k 576.37
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New York Life Investments Et Nyli Hedge Multi (QAI) 0.2 $6.5M +12% 207k 31.31
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JPMorgan Chase & Co. (JPM) 0.2 $6.4M -3% 26k 245.30
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $6.4M -20% 8.00 798441.75
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $6.4M 34k 188.16
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Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.2 $6.1M +11% 94k 65.39
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Amazon (AMZN) 0.2 $5.8M -2% 31k 190.26
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Procter & Gamble Company (PG) 0.2 $5.5M -2% 32k 170.42
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $5.1M -9% 232k 22.08
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Cincinnati Financial Corporation (CINF) 0.2 $4.9M 33k 147.72
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $4.9M 108k 45.26
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.6M 56k 81.73
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Vanguard Index Fds Growth Etf (VUG) 0.2 $4.4M -8% 12k 370.83
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New York Life Investments Et Nyli Merger Arbi (MNA) 0.1 $4.3M +17% 126k 34.30
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Ishares Tr Dow Jones Us Etf (IYY) 0.1 $4.0M 30k 136.10
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.0M +4% 68k 58.35
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $3.6M 57k 63.53
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.6M -2% 21k 173.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $3.6M 9.9k 361.09
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.5M +26% 34k 104.57
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $3.5M 28k 127.08
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.5M +25% 14k 257.03
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Johnson & Johnson (JNJ) 0.1 $3.5M -6% 21k 165.83
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.4M -2% 37k 90.54
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.4M 40k 85.07
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $3.3M 40k 82.54
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Rbc Cad (RY) 0.1 $3.2M -7% 28k 112.72
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $3.2M -2% 40k 79.37
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Exxon Mobil Corporation (XOM) 0.1 $3.1M +7% 26k 118.93
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TJX Companies (TJX) 0.1 $3.1M 25k 121.80
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.9M 23k 122.01
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Pepsi (PEP) 0.1 $2.8M +4% 19k 149.94
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Oracle Corporation (ORCL) 0.1 $2.8M 20k 139.81
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NVIDIA Corporation (NVDA) 0.1 $2.8M +9% 26k 108.38
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TransDigm Group Incorporated (TDG) 0.1 $2.8M 2.0k 1383.29
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.8M +17% 5.9k 468.93
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Bill Com Holdings Ord (BILL) 0.1 $2.7M 60k 45.89
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $2.7M 32k 83.91
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Abbott Laboratories (ABT) 0.1 $2.6M -3% 19k 132.65
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Chevron Corporation (CVX) 0.1 $2.5M -4% 15k 167.29
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $2.4M +35% 48k 49.85
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $2.3M -35% 32k 72.39
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Qualcomm (QCOM) 0.1 $2.2M -3% 15k 153.61
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UnitedHealth (UNH) 0.1 $2.2M -6% 4.2k 523.74
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Ishares Tr Short Treas Bd (SHV) 0.1 $2.2M +2% 20k 110.46
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.1M 16k 135.68
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Home Depot (HD) 0.1 $2.1M -7% 5.7k 366.49
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Charles Schwab Corporation (SCHW) 0.1 $2.0M 26k 78.28
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Costco Wholesale Corporation (COST) 0.1 $2.0M +5% 2.1k 945.78
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.0M -4% 17k 116.39
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.9M -2% 44k 43.70
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Union Pacific Corporation (UNP) 0.1 $1.9M 8.0k 236.24
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Abbvie (ABBV) 0.1 $1.8M -3% 8.5k 209.52
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Tesla Motors (TSLA) 0.1 $1.8M +25% 6.8k 259.16
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Paychex (PAYX) 0.1 $1.7M 11k 154.28
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Broadcom (AVGO) 0.1 $1.7M -9% 10k 167.43
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 3.2k 533.57
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.7M -6% 42k 40.46
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Mastercard Incorporated Cl A (MA) 0.1 $1.7M +2% 3.1k 548.06
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.7M +4% 78k 21.53
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Visa Com Cl A (V) 0.1 $1.6M 4.7k 350.50
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Wells Fargo & Company (WFC) 0.1 $1.6M 22k 71.79
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Lowe's Companies (LOW) 0.1 $1.5M 6.6k 233.23
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M 12k 128.96
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Bank of America Corporation (BAC) 0.1 $1.5M 37k 41.73
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Walt Disney Company (DIS) 0.1 $1.5M -6% 15k 98.70
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salesforce (CRM) 0.1 $1.5M -17% 5.4k 268.36
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.4M 12k 117.49
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Raytheon Technologies Corp (RTX) 0.1 $1.4M 11k 132.46
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.4M 50k 27.96
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.4M +6% 24k 58.34
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Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $1.4M 14k 102.41
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Amgen (AMGN) 0.0 $1.4M 4.4k 311.55
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Merck & Co (MRK) 0.0 $1.4M 15k 89.77
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Trane Technologies SHS (TT) 0.0 $1.3M NEW 4.0k 336.93
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Netflix (NFLX) 0.0 $1.3M -8% 1.4k 932.53
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $1.3M 50k 26.20
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Ishares Tr Core 40/60 Moder (AOM) 0.0 $1.3M 30k 43.88
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.3M -8% 5.0k 251.77
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American Express Company (AXP) 0.0 $1.2M -10% 4.6k 269.05
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.2M -12% 46k 26.58
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General Dynamics Corporation (GD) 0.0 $1.2M +8% 4.5k 272.58
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International Business Machines (IBM) 0.0 $1.2M 4.8k 248.68
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3M Company (MMM) 0.0 $1.2M -6% 8.2k 146.86
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Silgan Holdings (SLGN) 0.0 $1.2M 23k 51.12
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Wal-Mart Stores (WMT) 0.0 $1.2M -17% 14k 87.79
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.2M 4.0k 288.14
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Cisco Systems (CSCO) 0.0 $1.1M -13% 19k 61.71
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $1.1M -8% 24k 47.48
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Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $1.1M 40k 26.94
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Marathon Petroleum Corp (MPC) 0.0 $1.1M 7.2k 145.69
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Coca-Cola Company (KO) 0.0 $1.0M -11% 15k 71.62
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Ge Aerospace Com New (GE) 0.0 $1.0M 5.2k 200.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.0M -3% 4.0k 258.62
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Danaher Corporation (DHR) 0.0 $986k 4.8k 204.99
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Simon Property (SPG) 0.0 $972k 5.9k 166.08
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $922k +6% 16k 58.69
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $916k 2.9k 312.04
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Adobe Systems Incorporated (ADBE) 0.0 $907k -3% 2.4k 383.53
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $891k 3.5k 255.53
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $872k 13k 66.64
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Soleno Therapeutics (SLNO) 0.0 $867k 12k 71.45
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Us Bancorp Del Com New (USB) 0.0 $849k 20k 42.22
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Thermo Fisher Scientific (TMO) 0.0 $841k 1.7k 497.60
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Caterpillar (CAT) 0.0 $840k +3% 2.5k 329.88
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Ishares Tr Select Divid Etf (DVY) 0.0 $839k +2% 6.3k 134.29
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Ishares Tr Core Div Grwth (DGRO) 0.0 $832k 14k 61.78
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Docusign (DOCU) 0.0 $823k 10k 81.40
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $810k 4.3k 190.59
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Comcast Corp Cl A (CMCSA) 0.0 $793k 22k 36.90
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $789k 6.9k 114.87
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $766k -12% 9.8k 78.28
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Canadian Pacific Kansas City (CP) 0.0 $759k 11k 70.21
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Pfizer (PFE) 0.0 $738k -7% 29k 25.34
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Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.0 $697k 12k 57.67
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Ishares Tr Core Total Usd (IUSB) 0.0 $696k -47% 15k 46.08
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Ishares Tr Global Reit Etf (REET) 0.0 $687k -26% 28k 24.26
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $678k -7% 8.6k 78.94
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Kinder Morgan (KMI) 0.0 $677k 24k 28.53
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Vaneck Etf Trust Biotech Etf (BBH) 0.0 $667k -2% 4.2k 157.33
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Tempus Ai Cl A (TEM) 0.0 $661k NEW 14k 48.24
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Select Sector Spdr Tr Technology (XLK) 0.0 $637k -33% 3.1k 206.48
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $634k 3.7k 172.26
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $618k +23% 7.5k 82.73
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FedEx Corporation (FDX) 0.0 $616k 2.5k 243.79
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $610k 4.9k 124.50
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McDonald's Corporation (MCD) 0.0 $603k -24% 1.9k 312.31
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $600k +4% 18k 33.14
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $590k 3.7k 160.54
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $587k +31% 2.4k 244.64
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $582k +3% 5.0k 115.95
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ConocoPhillips (COP) 0.0 $574k 5.5k 105.02
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Goldman Sachs (GS) 0.0 $560k +4% 1.0k 546.29
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $549k 4.6k 119.73
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Vanguard World Materials Etf (VAW) 0.0 $546k 2.9k 188.81
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Eli Lilly & Co. (LLY) 0.0 $542k +2% 656.00 826.20
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Huntington Bancshares Incorporated (HBAN) 0.0 $541k 36k 15.01
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $538k +37% 9.1k 59.40
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Ishares Tr Core 80/20 Aggre (AOA) 0.0 $534k 7.0k 76.50
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Nextera Energy (NEE) 0.0 $530k -32% 7.5k 70.89
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $524k 7.0k 74.72
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Capital One Financial (COF) 0.0 $522k +2% 2.9k 179.30
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $520k +15% 5.1k 102.18
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Deere & Company (DE) 0.0 $499k +5% 1.1k 469.35
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Esab Corporation (ESAB) 0.0 $494k 4.2k 116.50
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Starbucks Corporation (SBUX) 0.0 $486k +6% 5.0k 98.09
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $485k +67% 7.8k 62.10
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Bristol Myers Squibb (BMY) 0.0 $471k +2% 7.7k 60.99
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Duke Energy Corp Com New (DUK) 0.0 $466k 3.8k 121.99
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Ishares Gold Tr Ishares New (IAU) 0.0 $451k +6% 7.7k 58.96
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Honeywell International (HON) 0.0 $444k -16% 2.1k 211.75
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Waste Management (WM) 0.0 $444k +3% 1.9k 231.51
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Applied Materials (AMAT) 0.0 $443k -39% 3.1k 145.12
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $424k 14k 31.02
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Charter Communications Inc N Cl A (CHTR) 0.0 $416k 1.1k 368.53
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $415k NEW 4.5k 92.38
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $408k NEW 3.5k 118.13
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $407k +42% 7.8k 52.37
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $405k -30% 16k 25.04
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $402k -29% 17k 23.16
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $395k -19% 3.9k 100.66
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Morgan Stanley Com New (MS) 0.0 $393k +13% 3.4k 116.66
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Palo Alto Networks (PANW) 0.0 $391k +11% 2.3k 170.64
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Truist Financial Corp equities (TFC) 0.0 $389k +3% 9.5k 41.15
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Metropcs Communications (TMUS) 0.0 $387k -23% 1.5k 266.71
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Ecolab (ECL) 0.0 $385k 1.5k 253.52
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Blackrock (BLK) 0.0 $382k +2% 404.00 946.48
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Verizon Communications (VZ) 0.0 $381k +8% 8.4k 45.36
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Jfrog Ord Shs (FROG) 0.0 $376k 12k 32.00
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Automatic Data Processing (ADP) 0.0 $375k -48% 1.2k 305.62
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $369k NEW 5.6k 66.27
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $367k +16% 2.1k 170.89
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Novo-nordisk A S Adr (NVO) 0.0 $365k 5.3k 69.44
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $356k 7.5k 47.57
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $346k -6% 4.4k 78.89
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Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $345k 30k 11.59
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Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) 0.0 $341k 14k 24.40
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Cloudflare Cl A Com (NET) 0.0 $339k -21% 3.0k 112.69
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $338k +83% 1.0k 334.48
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Jefferies Finl Group (JEF) 0.0 $329k 6.1k 53.57
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Ge Vernova (GEV) 0.0 $328k -16% 1.1k 305.28
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Servicenow (NOW) 0.0 $327k 411.00 796.14
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Dominion Resources (D) 0.0 $326k 5.8k 56.07
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GSK Sponsored Adr (GSK) 0.0 $319k NEW 8.2k 38.74
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $318k 758.00 419.88
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $310k 2.5k 125.97
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Medtronic SHS (MDT) 0.0 $306k NEW 3.4k 89.86
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Ishares Tr Core High Dv Etf (HDV) 0.0 $305k +8% 2.5k 121.12
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Becton, Dickinson and (BDX) 0.0 $305k +18% 1.3k 229.06
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American Intl Group Com New (AIG) 0.0 $305k +19% 3.5k 86.94
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Lockheed Martin Corporation (LMT) 0.0 $302k 676.00 446.71
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $301k 3.0k 99.12
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Totalenergies Se Sponsored Ads (TTE) 0.0 $296k 4.6k 64.69
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Intel Corporation (INTC) 0.0 $293k -41% 13k 22.71
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Parker-Hannifin Corporation (PH) 0.0 $288k -2% 474.00 607.85
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Philip Morris International (PM) 0.0 $286k NEW 1.8k 158.73
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $285k NEW 12k 24.48
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $281k 9.6k 29.25
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Blackstone Group Inc Com Cl A (BX) 0.0 $279k -48% 2.0k 139.78
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Linde SHS (LIN) 0.0 $276k -7% 592.00 465.64
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $273k NEW 4.1k 65.76
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McKesson Corporation (MCK) 0.0 $273k 405.00 672.99
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MetLife (MET) 0.0 $268k +3% 3.3k 80.29
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Box Cl A (BOX) 0.0 $265k -4% 8.6k 30.86
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Cigna Corp (CI) 0.0 $264k +2% 801.00 329.00
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Vanguard World Health Car Etf (VHT) 0.0 $261k 986.00 264.74
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2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.0 $260k 8.3k 31.26
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Arthur J. Gallagher & Co. (AJG) 0.0 $258k NEW 746.00 345.24
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General Mills (GIS) 0.0 $257k NEW 4.3k 59.79
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Intercontinental Exchange (ICE) 0.0 $257k 1.5k 172.50
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $251k +9% 3.2k 78.85
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Novartis Sponsored Adr (NVS) 0.0 $250k -18% 2.2k 111.48
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Chubb (CB) 0.0 $250k -2% 828.00 301.99
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Booking Holdings (BKNG) 0.0 $249k +3% 54.00 4606.91
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Intuit (INTU) 0.0 $248k -34% 403.00 614.44
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S&p Global (SPGI) 0.0 $247k 487.00 508.10
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Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $247k 4.1k 60.48
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $246k 2.5k 98.40
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $246k NEW 4.1k 60.17
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Enbridge (ENB) 0.0 $241k 5.4k 44.31
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National Fuel Gas (NFG) 0.0 $240k NEW 3.0k 79.19
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Flexshares Tr Us Quality Cap (QLC) 0.0 $240k -8% 3.8k 63.80
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $233k +2% 3.3k 70.21
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At&t (T) 0.0 $232k NEW 8.2k 28.28
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Regeneron Pharmaceuticals (REGN) 0.0 $231k -5% 364.00 634.23
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Illinois Tool Works (ITW) 0.0 $230k -2% 929.00 248.01
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Affirm Hldgs Com Cl A (AFRM) 0.0 $229k 5.1k 45.19
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $228k NEW 2.6k 87.17
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $227k 2.1k 105.60
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Nike CL B (NKE) 0.0 $225k -12% 3.6k 63.48
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Boeing Company (BA) 0.0 $224k 1.3k 170.60
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Vanguard World Mega Grwth Ind (MGK) 0.0 $221k 714.00 308.95
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Anthem (ELV) 0.0 $218k NEW 502.00 434.96
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Eaton Corp SHS (ETN) 0.0 $218k -19% 800.00 271.83
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $212k 9.0k 23.61
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $206k NEW 8.7k 23.77
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $201k NEW 6.3k 31.96
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Southern California Bancorp (BCAL) 0.0 $199k 14k 14.33
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Nokia Corp Sponsored Adr (NOK) 0.0 $127k 24k 5.27
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Goldman Sachs Bdc SHS (GSBD) 0.0 $122k NEW 11k 11.63
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Monroe Cap (MRCC) 0.0 $109k +7% 14k 7.80
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Ambev Sa Sponsored Adr (ABEV) 0.0 $62k -21% 27k 2.33
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Past Filings by Aspiriant

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

View all past filings