Aspiriant

Aspiriant as of June 30, 2024

Portfolio Holdings for Aspiriant

Aspiriant holds 280 positions in its portfolio as reported in the June 2024 quarterly 13F filing

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