Aspiriant, LLC Purchases in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 5.81%
$890.62 - $1076.86 $104K - $126K
2.13K $2.02M
PAYX
Paychex Inc

Industrials
27
+ 0.24%
$136.06 - $154.52 $3.67K - $4.17K
11.3K $1.75M
DFAT
Dimensional ETF Tr U S Target

ETFs
17.1K
+ 9.87%
$50.44 - $58.1 $862K - $992K
190K $9.79M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.48K
+ 37.8%
$57.44 - $59.4 $143K - $148K
9.06K $537K
IBM
International Business Machines Corp

Technology
32
+ 0.66%
$217.4 - $264.74 $6.96K - $8.47K
4.85K $1.21M
CINF
Cincinnati Financial Corp

Financial Services
35
+ 0.11%
$133.67 - $147.81 $4.68K - $5.17K
33.2K $4.91M
GD
General Dynamics Corp

Industrials
363
+ 8.79%
$241.94 - $272.58 $87.8K - $98.9K
4.5K $1.23M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
460
+ 83.64%
$333.37 - $384.99 $153K - $177K
1.01K $337K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.33K
+ 42.93%
$51.52 - $52.37 $120K - $122K
7.76K $406K
SCHW
Schwab Charles Corp

Financial Services
192
+ 0.75%
$71.24 - $83.64 $13.7K - $16.1K
25.9K $2.03M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.42K
+ 23.42%
$81.83 - $82.73 $116K - $117K
7.47K $618K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10.5K
New
$11.63 - $13.3 $122K - $140K
10.5K $122K
MA
Mastercard Inc

Financial Services
62
+ 2.04%
$504.67 - $576.31 $31.3K - $35.7K
3.11K $1.7M
PEP
Pepsico Inc

Consumer Defensive
890
+ 4.93%
$142.64 - $156.42 $127K - $139K
18.9K $2.84M
IAU
Ishares Gold Trust

ETFs
463
+ 6.44%
$49.74 - $58.96 $23K - $27.3K
7.66K $451K
AIG
American International Group, Inc.

Financial Services
580
+ 19.84%
$70.5 - $86.94 $40.9K - $50.4K
3.5K $304K
EEMV
Ishares Msci Emerging Markets

ETFs
1.4K
+ 6.15%
$57.07 - $59.29 $79.7K - $82.8K
24.1K $1.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
665
+ 15.02%
$97.38 - $104.52 $64.8K - $69.5K
5.09K $520K
VZ
Verizon Communications Inc

Communication Services
683
+ 8.85%
$37.81 - $46.49 $25.8K - $31.8K
8.4K $380K
DE
Deere & CO

Industrials
52
+ 5.14%
$408.57 - $509.27 $21.2K - $26.5K
1.06K $499K
WM
Waste Management Inc

Industrials
63
+ 3.4%
$200.54 - $233.78 $12.6K - $14.7K
1.92K $444K
VGSH
Vanguard

ETFs
978
+ 6.64%
$58.07 - $58.69 $56.8K - $57.4K
15.7K $922K
SBUX
Starbucks Corp

Consumer Cyclical
305
+ 6.57%
$91.75 - $115.81 $28K - $35.3K
4.95K $485K
DUK
Duke Energy Corp

Utilities
74
+ 1.98%
$105.87 - $121.97 $7.83K - $9.03K
3.82K $465K
TJX
Tjx Companies Inc

Consumer Cyclical
266
+ 1.07%
$112.81 - $126.16 $30K - $33.6K
25.1K $3.06M
SHV
Ishares Tr

ETFs
435
+ 2.26%
$110.11 - $110.51 $47.9K - $48.1K
19.7K $2.18M
BDX
Becton Dickinson & CO

Healthcare
209
+ 18.64%
$222.79 - $249.08 $46.6K - $52.1K
1.33K $304K
IDV
Ishares Tr

ETFs
1
+ 0.01%
$27.0 - $31.7 $27 - $31.7
13.7K $423K
LLY
Eli Lilly & CO

Healthcare
17
+ 2.66%
$725.72 - $929.72 $12.3K - $15.8K
656 $541K
CI
Cigna Corp

Healthcare
17
+ 2.17%
$274.49 - $329.0 $4.67K - $5.59K
801 $263K
HDV
Ishares Core High Dividend ETF

ETFs
203
+ 8.77%
$110.86 - $121.12 $22.5K - $24.6K
2.52K $304K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
382
+ 0.76%
$27.01 - $28.54 $10.3K - $10.9K
50.4K $1.41M
BMY
Bristol Myers Squibb CO

Healthcare
157
+ 2.07%
$53.9 - $63.11 $8.46K - $9.91K
7.73K $471K
DVY
Ishares Tr

ETFs
147
+ 2.41%
$128.58 - $138.1 $18.9K - $20.3K
6.25K $839K
KMI
Kinder Morgan, Inc.

Energy
396
+ 1.7%
$26.1 - $31.22 $10.3K - $12.4K
23.7K $677K
ICE
Intercontinental Exchange, Inc.

Financial Services
19
+ 1.29%
$142.8 - $176.36 $2.71K - $3.35K
1.49K $257K
QUAL
Ishares Msci Usa Quality Facto

ETFs
297
+ 16.07%
$168.16 - $186.21 $49.9K - $55.3K
2.15K $366K
CHTR
Charter Communications, Inc.

Communication Services
17
+ 1.53%
$334.89 - $384.77 $5.69K - $6.54K
1.13K $415K
ECL
Ecolab Inc.

Basic Materials
17
+ 1.13%
$229.72 - $269.82 $3.91K - $4.59K
1.52K $385K
XLU
Utilities Sector Spdr

ETFs
281
+ 9.69%
$74.7 - $80.27 $21K - $22.6K
3.18K $250K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
92
+ 2.86%
$63.07 - $73.5 $5.8K - $6.76K
3.31K $232K
MS
Morgan Stanley

Financial Services
405
+ 13.68%
$111.68 - $141.08 $45.2K - $57.1K
3.37K $392K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
4
+ 0.03%
$60.44 - $69.57 $242 - $278
13.1K $871K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.08%
$126.11 - $135.06 $1.13K - $1.22K
11.9K $1.54M
PANW
Palo Alto Networks Inc

Technology
233
+ 11.31%
$167.82 - $208.28 $39.1K - $48.5K
2.29K $391K
D
Dominion Energy, Inc

Utilities
68
+ 1.18%
$52.85 - $57.43 $3.59K - $3.91K
5.81K $325K
DUHP
Dimensional ETF Tr Dimensional

ETFs
807
+ 4.67%
$32.57 - $35.82 $26.3K - $28.9K
18.1K $600K
COF
Capital One Financial Corp

Financial Services
67
+ 2.36%
$163.87 - $209.82 $11K - $14.1K
2.91K $521K
VT
Vanguard Total World Stk Index

ETFs
189
+ 3.91%
$115.08 - $123.97 $21.8K - $23.4K
5.02K $581K
Activity Summary
Buys All Purchases 142 New Holdings 20 Increased Positions 122 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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