Aspiriant, LLC Incresed Positions in Q4 2024

Aspiriant, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
363K
+ 42.14%
$197.36 - $217.3 $71.6M - $78.9M
1.22M $243M
IVV
Ishares Core S&P 500 ETF

ETFs
95.6K
+ 21.72%
$570.51 - $610.59 $54.5M - $58.4M
536K $315M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
396K
+ 13.8%
$91.94 - $100.02 $36.4M - $39.6M
3.27M $303M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
104K
+ 380.76%
$72.28 - $78.42 $7.53M - $8.17M
131K $9.54M
VB
Vanguard Small Cap ETF

ETFs
9.75K
+ 20.41%
$233.76 - $261.58 $2.28M - $2.55M
57.5K $13.8M
GOOGL
Alphabet Inc.

Communication Services
1.1K
+ 1.39%
$161.86 - $196.66 $179K - $217K
80.5K $15.2M
VOTE
Engine No 1 ETF Tr

ETFs
23.6K
+ 39.08%
$66.37 - $71.58 $1.57M - $1.69M
84.1K $5.79M
AMZN
Amazon Com Inc

Consumer Cyclical
1.71K
+ 5.72%
$180.88 - $232.93 $309K - $398K
31.6K $6.93M
SDG
Ishares Trust Ishares Msci Glo

ETFs
23.1K
+ 89.55%
$71.56 - $85.77 $1.65M - $1.98M
48.8K $3.49M
JPM
Jpmorgan Chase & CO

Financial Services
2.04K
+ 8.09%
$205.18 - $250.29 $418K - $510K
27.3K $6.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
+ 13.7%
$96.64 - $101.23 $1.47M - $1.54M
126K $12.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
417
+ 0.69%
$567.81 - $607.81 $237K - $253K
60.9K $35.7M
IEMG
Ishares Inc

ETFs
18K
+ 1.84%
N/A
1M $53.7M
IWV
Ishares Russell 3000 ETF

ETFs
2.17K
+ 8.34%
$323.08 - $349.08 $702K - $759K
28.2K $9.44M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
5.86K
+ 5.87%
$192.71 - $203.05 $1.13M - $1.19M
106K $20.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.06K
+ 1.56%
$311.11 - $335.64 $330K - $356K
68.9K $22.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.26K
+ 116.32%
$107.41 - $115.71 $779K - $840K
13.5K $1.49M
AVGO
Broadcom Inc.

Technology
672
+ 6.22%
$159.67 - $250.0 $107K - $168K
11.5K $2.66M
NVDA
Nvidia Corp

Technology
1.52K
+ 6.91%
$117.0 - $148.88 $178K - $226K
23.5K $3.15M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.2K
+ 62.92%
$45.07 - $47.1 $506K - $528K
29K $1.31M
CRM
Salesforce, Inc.

Technology
261
+ 4.13%
$270.87 - $367.87 $70.7K - $96K
6.59K $2.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.5K
+ 6.52%
$44.87 - $46.86 $1.14M - $1.2M
417K $18.7M
NFLX
Netflix Inc

Communication Services
174
+ 12.44%
$687.65 - $936.56 $120K - $163K
1.57K $1.4M
WMT
Walmart Inc.

Consumer Defensive
1.96K
+ 13.56%
$79.1 - $95.7 $155K - $187K
16.4K $1.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
141
+ 1.45%
$370.24 - $418.94 $52.2K - $59.1K
9.88K $3.97M
BX
Blackstone Inc.

Financial Services
1.42K
+ 58.17%
$148.45 - $199.05 $211K - $283K
3.86K $665K
COP
Conocophillips

Energy
3.03K
+ 119.34%
$95.12 - $114.72 $288K - $348K
5.57K $552K
XLK
Technology Sector Spdr

ETFs
1.11K
+ 31.74%
$220.26 - $241.44 $245K - $269K
4.62K $1.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.08K
+ 8.45%
$87.25 - $95.52 $268K - $294K
39.5K $3.49M
SCHW
Schwab Charles Corp

Financial Services
422
+ 1.67%
$63.31 - $82.85 $26.7K - $35K
25.7K $1.91M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.6K
+ 516.19%
$25.93 - $105.3 $508K - $2.06M
23.4K $652K
PG
Procter & Gamble CO

Consumer Defensive
2.51K
+ 8.21%
$161.05 - $179.7 $404K - $451K
33.1K $5.55M
DIS
Walt Disney CO

Communication Services
92
+ 0.58%
$92.39 - $117.6 $8.5K - $10.8K
15.9K $1.77M
GLD
Spdr Gold Trust

ETFs
1.01K
+ 33.27%
$236.59 - $257.5 $238K - $259K
4.03K $974K
BAC
Bank Of America Corp

Financial Services
1.59K
+ 4.58%
$39.22 - $47.77 $62.3K - $75.9K
36.3K $1.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.59K
+ 15.45%
$126.68 - $134.74 $202K - $215K
11.9K $1.52M
MA
Mastercard Inc

Financial Services
160
+ 5.55%
$491.3 - $536.15 $78.6K - $85.8K
3.05K $1.6M
AXP
American Express CO

Financial Services
170
+ 3.4%
$267.35 - $305.57 $45.4K - $51.9K
5.17K $1.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.31K
+ 15.39%
$75.1 - $82.99 $549K - $607K
54.8K $4.15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
37.5K
+ 249.62%
$25.79 - $80.4 $968K - $3.02M
52.6K $1.37M
CSCO
Cisco Systems, Inc.

Technology
567
+ 2.7%
$52.45 - $60.02 $29.7K - $34K
21.5K $1.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.74K
+ 6.97%
$113.92 - $127.38 $198K - $221K
26.7K $3.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.83K
+ 24.51%
$77.86 - $79.27 $143K - $145K
9.32K $726K
HON
Honeywell International Inc

Industrials
392
+ 18.51%
$202.84 - $236.0 $79.5K - $92.5K
2.51K $566K
NOW
Service Now, Inc.

Technology
60
+ 17.39%
$867.18 - $1148.42 $52K - $68.9K
405 $429K
COF
Capital One Financial Corp

Financial Services
201
+ 7.6%
$145.19 - $192.01 $29.2K - $38.6K
2.84K $507K
AFRM
Affirm Holdings, Inc.

Technology
61
+ 1.21%
$38.48 - $72.86 $2.35K - $4.44K
5.11K $310K
GS
Goldman Sachs Group Inc

Financial Services
54
+ 5.83%
$486.1 - $608.57 $26.2K - $32.9K
981 $561K
HYG
Ishares Tr

ETFs
1.37K
+ 41.0%
$78.09 - $80.04 $107K - $110K
4.72K $371K
Activity Summary
Buys All Purchases 147 New Holdings 19 Increased Positions 128 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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