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Aspiriant

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

Top 5 stock holdings are IVV, IUSV, VBR, ACWV, VTEB, and represent 51.57% of Aspiriant's stock portfolio.
Added to shares of these 10 stocks: VBR (+$59M), IVV (+$27M), IUSV (+$24M), AAPL (+$9.9M), IEFA (+$7.8M), VB, VTEB, ACWV, AOR, VOO.
Started 20 new stock positions in PM, TEM, DFAR, AVUS, GIS, RWX, GSBD, T, GWX, AVUV. AJG, MDT, SPLG, NFG, TT, AVEM, ELV, GSK, IEI, AVDE.
Reduced shares in these 10 stocks: EFAV, EFV, BRK.A, SDG, BRK.B, USMV, FBND, IUSB, SCHX, DEM.
Sold out of its positions in CLX, EQH, FTNT, HNRG, L, MDLZ, ORLY, RMD, SLYG, ONEV. SRE, SOLV, SPE, SYK, TGT, TXN, UPS, VONG, ASML.
Aspiriant was a net buyer of stock by $137M.
Aspiriant has $2.9B in assets under management (AUM), dropping by 4.02%.
Central Index Key (CIK): 0001433541

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

Past Filings by Aspiriant

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

Aspiriant 2025 Q1 filed April 21, 2025
Aspiriant 2024 Q4 filed Jan. 16, 2025
Aspiriant 2024 Q3 filed Oct. 17, 2024
Aspiriant 2024 Q2 filed July 15, 2024
Aspiriant 2024 Q1 filed April 15, 2024
Aspiriant 2023 Q4 filed Jan. 26, 2024
Aspiriant 2023 Q3 filed Oct. 18, 2023
Aspiriant 2023 Q2 filed July 19, 2023
Aspiriant 2023 Q1 filed April 27, 2023
Aspiriant 2022 Q4 filed Jan. 23, 2023
Aspiriant 2022 Q3 filed Oct. 28, 2022
Aspiriant 2022 Q2 filed July 25, 2022
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

View all past filings

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