Aspiriant
Latest statistics and disclosures from Aspiriant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTEB, ACWV, IUSV, VIG, VBR, and represent 47.26% of Aspiriant's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$63M), VTI (+$12M), IUSV (+$8.8M), FBND (+$7.4M), IVV (+$7.3M), ACWI (+$7.0M), BND (+$6.3M), MUB (+$6.1M), VBR, IEFA.
- Started 35 new stock positions in IGV, SYY, SPGI, ZTS, RIO, MDLZ, SDG, ASML, CB, ADI.
- Reduced shares in these 10 stocks: ACWV (-$15M), FNDE, IEMG, XLF, AOR, VIOV, DEM, VTV, SPY, EEM.
- Sold out of its positions in MO, AJG, HBI, THM, EMXC, LRCX, NUSC, SPXU.
- Aspiriant was a net buyer of stock by $104M.
- Aspiriant has $2.2B in assets under management (AUM), dropping by 13.62%.
- Central Index Key (CIK): 0001433541
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Aspiriant holds 307 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 12.7 | $281M | +29% | 5.5M | 51.05 |
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Ishares Msci Gbl Min Vol (ACWV) | 11.8 | $263M | -5% | 2.6M | 100.35 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 9.2 | $205M | +4% | 2.4M | 84.33 |
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Vanguard Specialized Funds Div App Etf (VIG) | 7.5 | $166M | +2% | 973k | 170.41 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 6.1 | $135M | +3% | 751k | 179.97 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $72M | +11% | 151k | 477.65 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.0 | $67M | +3% | 152k | 436.93 |
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Ishares Tr Eafe Value Etf (EFV) | 2.9 | $63M | 1.2M | 52.10 |
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Apple (AAPL) | 2.8 | $62M | 321k | 192.53 |
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Ishares Core Msci Emkt (IEMG) | 2.4 | $54M | -5% | 1.1M | 50.58 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $34M | +22% | 463k | 73.55 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $28M | -4% | 59k | 475.32 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $27M | 712k | 37.22 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $26M | +18% | 372k | 70.35 |
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Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B) | 1.1 | $25M | +2% | 70k | 356.66 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 1.1 | $25M | -13% | 919k | 27.14 |
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Ishares Tr Grwt Allocat Etf (AOR) | 1.1 | $25M | -10% | 464k | 53.19 |
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Wisdomtree Tr Emer Mkt High Fd (DEM) | 1.0 | $23M | -7% | 556k | 40.68 |
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Ishares Tr National Mun Etf (MUB) | 1.0 | $22M | +38% | 203k | 108.41 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $22M | +116% | 92k | 237.23 |
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Bill Com Holdings Ord (BILL) | 1.0 | $21M | 262k | 81.59 |
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Microsoft Corporation (MSFT) | 0.8 | $19M | 49k | 376.06 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $18M | 323k | 56.14 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $18M | 68k | 262.26 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $15M | +102% | 319k | 46.04 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $15M | 94k | 155.33 |
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Ishares Tr Msci Lw Crb Tg (CRBN) | 0.6 | $14M | +2% | 87k | 165.48 |
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Vanguard Index Fds Value Etf (VTV) | 0.6 | $14M | -10% | 91k | 149.50 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $13M | +109% | 131k | 101.77 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.6 | $13M | 108k | 115.03 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $12M | -2% | 83k | 139.69 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.5 | $11M | -2% | 156k | 69.34 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $11M | 22k | 484.00 |
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Select Sector Spdr Tr Financial (XLF) | 0.5 | $11M | -23% | 279k | 37.60 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $9.5M | 47k | 200.72 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $9.4M | 179k | 52.33 |
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Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.4 | $8.7M | -11% | 288k | 30.10 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $8.5M | -6% | 110k | 78.03 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $8.2M | 282k | 29.23 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $8.2M | 239k | 34.36 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $7.5M | 27k | 273.75 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $7.3M | 122k | 59.62 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $7.1M | -6% | 71k | 99.25 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.9M | 145k | 47.90 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $6.9M | 281k | 24.42 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $6.6M | +21% | 31k | 213.36 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $6.5M | +5% | 193k | 33.73 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $6.4M | 45k | 140.93 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $6.2M | -3% | 39k | 157.80 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $5.6M | 34k | 165.26 |
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Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.2 | $5.1M | -16% | 163k | 31.41 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.1M | -4% | 18k | 277.18 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $5.0M | +2% | 29k | 170.11 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.9M | 9.00 | 542625.00 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $4.9M | 86k | 56.40 |
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Amazon (AMZN) | 0.2 | $4.6M | +2% | 31k | 151.94 |
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Procter & Gamble Company (PG) | 0.2 | $4.5M | 31k | 146.54 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.3M | -2% | 105k | 41.10 |
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Meta Platforms Cl A (META) | 0.2 | $4.1M | -3% | 12k | 353.96 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $3.8M | -35% | 42k | 88.50 |
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Johnson & Johnson (JNJ) | 0.2 | $3.6M | 23k | 156.76 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $3.6M | +23% | 41k | 88.37 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $3.6M | 58k | 61.90 |
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Cincinnati Financial Corporation (CINF) | 0.2 | $3.5M | 34k | 103.46 |
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Ishares Tr Dow Jones Us Etf (IYY) | 0.2 | $3.5M | 30k | 116.53 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.4M | 11k | 310.88 |
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Pepsi (PEP) | 0.2 | $3.4M | 20k | 169.84 |
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Rbc Cad (RY) | 0.1 | $3.3M | 32k | 101.13 |
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UnitedHealth (UNH) | 0.1 | $3.1M | +13% | 5.8k | 526.54 |
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $3.0M | 42k | 72.54 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $3.0M | -8% | 45k | 66.38 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.0M | 38k | 77.73 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $2.9M | 28k | 104.10 |
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Chevron Corporation (CVX) | 0.1 | $2.9M | 19k | 149.17 |
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Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $2.9M | NEW | 35k | 81.05 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.8M | -29% | 71k | 40.21 |
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salesforce (CRM) | 0.1 | $2.8M | +13% | 11k | 263.14 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.7M | 36k | 75.35 |
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Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $2.6M | 62k | 41.51 |
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TJX Companies (TJX) | 0.1 | $2.6M | 27k | 93.81 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.5M | 8.3k | 303.20 |
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Exxon Mobil Corporation (XOM) | 0.1 | $2.5M | 25k | 99.98 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.5M | +2% | 23k | 108.25 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.4M | 23k | 105.23 |
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Home Depot (HD) | 0.1 | $2.4M | +6% | 6.8k | 346.55 |
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Abbott Laboratories (ABT) | 0.1 | $2.3M | 21k | 110.07 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | +2% | 5.7k | 409.52 |
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Union Pacific Corporation (UNP) | 0.1 | $2.3M | -6% | 9.5k | 245.62 |
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Oracle Corporation (ORCL) | 0.1 | $2.3M | 22k | 105.43 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.3M | +42% | 11k | 218.18 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $2.1M | -7% | 19k | 110.13 |
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Qualcomm (QCOM) | 0.1 | $2.0M | 14k | 144.64 |
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Merck & Co (MRK) | 0.1 | $2.0M | 18k | 109.03 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $2.0M | -17% | 35k | 55.59 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.8M | +13% | 43k | 42.59 |
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Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | +2% | 27k | 68.80 |
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Ishares Tr Global Reit Etf (REET) | 0.1 | $1.8M | -8% | 75k | 24.18 |
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Tesla Motors (TSLA) | 0.1 | $1.8M | -23% | 7.2k | 248.48 |
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Walt Disney Company (DIS) | 0.1 | $1.8M | -4% | 19k | 90.30 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.7M | -15% | 23k | 77.02 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $1.7M | +5% | 40k | 43.85 |
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.7M | -5% | 35k | 49.44 |
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Visa Com Cl A (V) | 0.1 | $1.7M | +2% | 6.7k | 260.37 |
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Lowe's Companies (LOW) | 0.1 | $1.7M | -3% | 7.5k | 222.55 |
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Bank of America Corporation (BAC) | 0.1 | $1.6M | 46k | 33.67 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.6M | 3.1k | 507.47 |
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Us Bancorp Del Com New (USB) | 0.1 | $1.5M | 36k | 43.28 |
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Danaher Corporation (DHR) | 0.1 | $1.5M | 6.6k | 231.36 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | 3.5k | 426.69 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | +2% | 2.5k | 596.60 |
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Paychex (PAYX) | 0.1 | $1.5M | 12k | 119.11 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 2.2k | 660.08 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.4M | 11k | 124.97 |
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Amgen (AMGN) | 0.1 | $1.4M | 4.9k | 288.02 |
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Cisco Systems (CSCO) | 0.1 | $1.4M | +3% | 28k | 50.52 |
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Abbvie (ABBV) | 0.1 | $1.4M | -2% | 9.0k | 154.97 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.4M | 25k | 55.67 |
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Marathon Petroleum Corp (MPC) | 0.1 | $1.4M | +9% | 9.3k | 148.36 |
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Intel Corporation (INTC) | 0.1 | $1.3M | 27k | 50.25 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.3M | 25k | 53.82 |
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Cloudflare Cl A Com (NET) | 0.1 | $1.3M | +24% | 16k | 83.26 |
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Wells Fargo & Company (WFC) | 0.1 | $1.3M | -2% | 26k | 49.22 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | 5.4k | 241.77 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.3M | 12k | 104.46 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | 5.5k | 232.64 |
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Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.3M | NEW | 27k | 47.74 |
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Pfizer (PFE) | 0.1 | $1.3M | 44k | 28.79 |
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Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $1.2M | 7.4k | 165.31 |
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General Dynamics Corporation (GD) | 0.1 | $1.2M | 4.7k | 259.67 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.2M | +30% | 20k | 58.33 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.2M | -2% | 17k | 70.10 |
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American Express Company (AXP) | 0.1 | $1.2M | +22% | 6.3k | 187.34 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.2M | 16k | 76.13 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.2M | -4% | 16k | 75.32 |
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Chargepoint Holdings Com Cl A (CHPT) | 0.1 | $1.2M | 500k | 2.34 |
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Broadcom (AVGO) | 0.1 | $1.1M | 1.0k | 1116.25 |
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NVIDIA Corporation (NVDA) | 0.1 | $1.1M | +12% | 2.3k | 495.43 |
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Applied Materials (AMAT) | 0.0 | $1.1M | 6.8k | 162.09 |
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3M Company (MMM) | 0.0 | $1.1M | -7% | 10k | 109.34 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.1M | -5% | 3.1k | 350.91 |
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Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.1M | 19k | 55.62 |
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Silgan Holdings (SLGN) | 0.0 | $1.0M | 23k | 45.25 |
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International Business Machines (IBM) | 0.0 | $1.0M | +8% | 6.3k | 163.56 |
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Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | -13% | 12k | 84.14 |
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Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $1.0M | 40k | 25.66 |
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Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $1.0M | 13k | 78.13 |
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Thermo Fisher Scientific (TMO) | 0.0 | $978k | -8% | 1.8k | 530.79 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $958k | -13% | 8.6k | 111.63 |
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Canadian Pacific Kansas City (CP) | 0.0 | $957k | 12k | 79.06 |
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McDonald's Corporation (MCD) | 0.0 | $928k | -6% | 3.1k | 296.67 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $906k | NEW | 9.9k | 91.41 |
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Caterpillar (CAT) | 0.0 | $867k | 2.9k | 295.76 |
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Coca-Cola Company (KO) | 0.0 | $849k | -6% | 14k | 58.93 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $836k | -2% | 18k | 47.56 |
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Snowflake Cl A (SNOW) | 0.0 | $826k | 4.2k | 199.00 |
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Ishares Tr Core Total Usd (IUSB) | 0.0 | $816k | NEW | 18k | 46.07 |
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Wal-Mart Stores (WMT) | 0.0 | $810k | -2% | 5.1k | 157.67 |
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Elastic N V Ord Shs (ESTC) | 0.0 | $800k | -32% | 7.1k | 112.70 |
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FedEx Corporation (FDX) | 0.0 | $791k | +2% | 3.1k | 253.09 |
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Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.0 | $760k | 13k | 57.16 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $758k | 3.0k | 252.22 |
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Ishares Tr Select Divid Etf (DVY) | 0.0 | $753k | -4% | 6.4k | 117.22 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $752k | 4.3k | 173.94 |
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Nike CL B (NKE) | 0.0 | $752k | 6.9k | 108.57 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $732k | 8.6k | 84.87 |
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Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $725k | 11k | 69.05 |
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Goldman Sachs (GS) | 0.0 | $705k | +27% | 1.8k | 385.77 |
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Ishares Msci Eurzone Etf (EZU) | 0.0 | $684k | 14k | 47.44 |
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Docusign (DOCU) | 0.0 | $627k | 11k | 59.45 |
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General Electric Com New (GE) | 0.0 | $625k | +3% | 4.9k | 127.64 |
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Netflix (NFLX) | 0.0 | $618k | -13% | 1.3k | 486.88 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $615k | 7.9k | 77.37 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $613k | 4.9k | 125.14 |
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Vanguard World Fds Industrial Etf (VIS) | 0.0 | $610k | 2.8k | 220.43 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $609k | 3.2k | 191.17 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $607k | 3.7k | 164.42 |
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Charter Communications Inc N Cl A (CHTR) | 0.0 | $596k | +2% | 1.5k | 388.74 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $589k | 5.2k | 114.04 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $578k | -5% | 12k | 46.62 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $569k | 7.6k | 75.10 |
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Vanguard World Fds Materials Etf (VAW) | 0.0 | $569k | 3.0k | 189.94 |
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Deere & Company (DE) | 0.0 | $566k | +8% | 1.4k | 400.05 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $540k | 5.7k | 95.20 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $537k | 5.2k | 103.45 |
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Honeywell International (HON) | 0.0 | $516k | 2.5k | 209.71 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $515k | 2.7k | 192.48 |
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Starbucks Corporation (SBUX) | 0.0 | $512k | 5.3k | 96.02 |
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ConocoPhillips (COP) | 0.0 | $505k | +5% | 4.4k | 116.07 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $496k | 4.8k | 102.88 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $495k | 17k | 28.61 |
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Anthem (ELV) | 0.0 | $490k | -5% | 1.0k | 471.56 |
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Soleno Therapeutics (SLNO) | 0.0 | $488k | NEW | 12k | 40.25 |
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Nextera Energy (NEE) | 0.0 | $481k | -11% | 7.9k | 60.74 |
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Truist Financial Corp equities (TFC) | 0.0 | $477k | -8% | 13k | 36.92 |
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Huntington Bancshares Incorporated (HBAN) | 0.0 | $474k | -3% | 37k | 12.72 |
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $472k | 5.1k | 92.16 |
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Kinder Morgan (KMI) | 0.0 | $471k | -9% | 27k | 17.64 |
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $462k | 5.7k | 81.37 |
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Verizon Communications (VZ) | 0.0 | $458k | -16% | 12k | 37.70 |
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Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $439k | 8.1k | 53.97 |
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Jfrog Ord Shs (FROG) | 0.0 | $437k | -61% | 13k | 34.61 |
|
Coursera (COUR) | 0.0 | $435k | +90% | 23k | 19.37 |
|
Bristol Myers Squibb (BMY) | 0.0 | $432k | +11% | 8.4k | 51.31 |
|
Boeing Company (BA) | 0.0 | $416k | +6% | 1.6k | 260.71 |
|
BlackRock (BLK) | 0.0 | $414k | +8% | 510.00 | 811.80 |
|
Eli Lilly & Co. (LLY) | 0.0 | $414k | +10% | 709.00 | 583.70 |
|
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $410k | NEW | 15k | 27.29 |
|
Linde SHS (LIN) | 0.0 | $410k | -2% | 998.00 | 410.71 |
|
Capital One Financial (COF) | 0.0 | $403k | +5% | 3.1k | 131.12 |
|
Duke Energy Corp Com New (DUK) | 0.0 | $401k | -8% | 4.1k | 97.05 |
|
Morgan Stanley Com New (MS) | 0.0 | $399k | +3% | 4.3k | 93.26 |
|
S&p Global (SPGI) | 0.0 | $398k | NEW | 904.00 | 440.52 |
|
Loews Corporation (L) | 0.0 | $397k | 5.7k | 69.59 |
|
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $395k | 14k | 27.99 |
|
|
Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $390k | 30k | 12.99 |
|
|
Stryker Corporation (SYK) | 0.0 | $386k | +37% | 1.3k | 299.55 |
|
Waste Management (WM) | 0.0 | $382k | +15% | 2.1k | 179.10 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $379k | 12k | 31.51 |
|
|
Esab Corporation (ESAB) | 0.0 | $377k | 4.4k | 86.62 |
|
|
Automatic Data Processing (ADP) | 0.0 | $367k | +12% | 1.6k | 232.97 |
|
American Intl Group Com New (AIG) | 0.0 | $367k | +3% | 5.4k | 67.75 |
|
Cigna Corp (CI) | 0.0 | $364k | -18% | 1.2k | 299.62 |
|
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $350k | 14k | 25.05 |
|
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $350k | +16% | 398.00 | 878.29 |
|
Zoetis Cl A (ZTS) | 0.0 | $347k | NEW | 1.8k | 197.37 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $335k | -9% | 739.00 | 453.24 |
|
Philip Morris International (PM) | 0.0 | $333k | -13% | 3.5k | 94.08 |
|
Ecolab (ECL) | 0.0 | $323k | +2% | 1.6k | 198.35 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $322k | -15% | 699.00 | 460.70 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $318k | -17% | 3.1k | 100.97 |
|
United Parcel Service CL B (UPS) | 0.0 | $317k | +5% | 2.0k | 157.23 |
|
Illinois Tool Works (ITW) | 0.0 | $316k | -9% | 1.2k | 261.94 |
|
Palo Alto Networks (PANW) | 0.0 | $312k | 1.1k | 294.88 |
|
|
Ameriprise Financial (AMP) | 0.0 | $308k | NEW | 811.00 | 379.83 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $308k | 6.0k | 51.28 |
|
|
Target Corporation (TGT) | 0.0 | $308k | +5% | 2.2k | 142.42 |
|
Dominion Resources (D) | 0.0 | $305k | +2% | 6.5k | 47.00 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $303k | 4.5k | 67.38 |
|
|
CSX Corporation (CSX) | 0.0 | $300k | -6% | 8.6k | 34.67 |
|
Realty Income (O) | 0.0 | $298k | -15% | 5.2k | 57.42 |
|
Diageo Spon Adr New (DEO) | 0.0 | $294k | -12% | 2.0k | 145.66 |
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $293k | -28% | 9.2k | 31.76 |
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $290k | +3% | 7.4k | 39.03 |
|
CVS Caremark Corporation (CVS) | 0.0 | $290k | -16% | 3.7k | 78.96 |
|
Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $289k | 3.0k | 95.32 |
|
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $289k | +10% | 6.1k | 47.24 |
|
Ishares Msci Equal Weite (EUSA) | 0.0 | $289k | -13% | 3.4k | 84.44 |
|
Becton, Dickinson and (BDX) | 0.0 | $289k | 1.2k | 243.83 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $286k | 758.00 | 376.87 |
|
|
McKesson Corporation (MCK) | 0.0 | $285k | NEW | 616.00 | 462.98 |
|
Metropcs Communications (TMUS) | 0.0 | $283k | 1.8k | 160.33 |
|
|
At&t (T) | 0.0 | $278k | -8% | 17k | 16.78 |
|
MetLife (MET) | 0.0 | $278k | +2% | 4.2k | 66.13 |
|
Marathon Oil Corporation (MRO) | 0.0 | $271k | 11k | 24.16 |
|
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $269k | 4.6k | 57.97 |
|
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $264k | -9% | 13k | 21.18 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $263k | NEW | 1.5k | 170.46 |
|
Occidental Petroleum Corporation (OXY) | 0.0 | $262k | -2% | 4.4k | 59.71 |
|
Clorox Company (CLX) | 0.0 | $261k | NEW | 1.8k | 142.67 |
|
Eaton Corp SHS (ETN) | 0.0 | $260k | +2% | 1.1k | 240.82 |
|
Travelers Companies (TRV) | 0.0 | $256k | NEW | 1.3k | 190.49 |
|
Jefferies Finl Group (JEF) | 0.0 | $252k | 6.2k | 40.41 |
|
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $249k | 1.7k | 145.01 |
|
|
Kraft Heinz (KHC) | 0.0 | $249k | +3% | 6.7k | 36.98 |
|
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $248k | NEW | 5.0k | 49.14 |
|
Constellation Brands Cl A (STZ) | 0.0 | $246k | 1.0k | 241.75 |
|
|
Medtronic SHS (MDT) | 0.0 | $245k | -15% | 3.0k | 82.38 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $242k | 1.6k | 147.14 |
|
|
Flexshares Tr Us Quality Cap (QLC) | 0.0 | $240k | 4.5k | 52.97 |
|
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $238k | 4.7k | 51.04 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $238k | NEW | 314.00 | 756.92 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $236k | 2.3k | 101.99 |
|
|
ResMed (RMD) | 0.0 | $229k | -6% | 1.3k | 172.02 |
|
Ishares Tr Expanded Tech (IGV) | 0.0 | $228k | NEW | 563.00 | 405.64 |
|
Intuit (INTU) | 0.0 | $226k | NEW | 362.00 | 625.54 |
|
Box Cl A (BOX) | 0.0 | $225k | -2% | 8.8k | 25.61 |
|
AmerisourceBergen (COR) | 0.0 | $224k | NEW | 1.1k | 205.38 |
|
Valero Energy Corporation (VLO) | 0.0 | $223k | NEW | 1.7k | 130.00 |
|
Chubb (CB) | 0.0 | $221k | NEW | 977.00 | 226.00 |
|
Booking Holdings (BKNG) | 0.0 | $220k | NEW | 62.00 | 3547.23 |
|
AFLAC Incorporated (AFL) | 0.0 | $219k | NEW | 2.7k | 82.50 |
|
Allstate Corporation (ALL) | 0.0 | $218k | NEW | 1.6k | 140.03 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $217k | 3.5k | 62.66 |
|
|
Rio Tinto Sponsored Adr (RIO) | 0.0 | $216k | NEW | 2.9k | 74.46 |
|
W.W. Grainger (GWW) | 0.0 | $214k | NEW | 258.00 | 828.69 |
|
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $214k | 3.3k | 64.14 |
|
|
Intercontinental Exchange (ICE) | 0.0 | $214k | -16% | 1.7k | 128.43 |
|
Genuine Parts Company (GPC) | 0.0 | $212k | -12% | 1.5k | 138.50 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $212k | NEW | 843.00 | 250.86 |
|
EOG Resources (EOG) | 0.0 | $211k | NEW | 1.7k | 120.95 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $211k | NEW | 4.1k | 51.83 |
|
SYSCO Corporation (SYY) | 0.0 | $211k | NEW | 2.9k | 73.13 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $210k | NEW | 3.7k | 57.64 |
|
Analog Devices (ADI) | 0.0 | $210k | NEW | 1.1k | 198.56 |
|
Pioneer Natural Resources (PXD) | 0.0 | $204k | NEW | 909.00 | 224.88 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $204k | NEW | 2.8k | 72.43 |
|
Norfolk Southern (NSC) | 0.0 | $204k | NEW | 860.00 | 236.64 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $202k | -32% | 431.00 | 468.14 |
|
Align Technology (ALGN) | 0.0 | $202k | -24% | 736.00 | 274.00 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $201k | NEW | 1.7k | 116.29 |
|
Sofi Technologies (SOFI) | 0.0 | $156k | 16k | 9.95 |
|
|
Nokia Corp Sponsored Adr (NOK) | 0.0 | $79k | 23k | 3.42 |
|
|
Monroe Cap (MRCC) | 0.0 | $78k | 11k | 7.07 |
|
|
Allbirds Com Cl A (BIRD) | 0.0 | $50k | +29% | 41k | 1.23 |
|
Cango Ads (CANG) | 0.0 | $19k | -9% | 19k | 1.02 |
|
Danimer Scientific Com Cl A (DNMR) | 0.0 | $12k | 12k | 1.02 |
|
|
Ftc Solar (FTCI) | 0.0 | $11k | +33% | 16k | 0.69 |
|
Past Filings by Aspiriant
SEC 13F filings are viewable for Aspiriant going back to 2011
- 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
- Aspiriant 2020 Q2 filed Aug. 6, 2020
- Aspiriant 2020 Q1 filed May 5, 2020