Aspiriant, LLC Reduced Holdings in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-286
- 0.36%
$154.33 - $206.19 $44.1K - $59K
80.2K $12.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-41.2K
- 32.24%
$69.81 - $78.9 $2.88M - $3.25M
86.7K $6.75M
VGT
Vanguard Information Technolog

ETFs
-853
- 3.98%
$542.38 - $646.34 $463K - $551K
20.6K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-513
- 0.84%
$551.42 - $612.93 $283K - $314K
60.4K $33.8M
GOOG
Alphabet Inc.

Communication Services
-587
- 1.33%
$156.06 - $207.71 $91.6K - $122K
43.6K $6.82M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-17.1K
- 35.08%
$69.64 - $76.33 $1.19M - $1.31M
31.7K $2.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-881
- 2.79%
$190.26 - $242.06 $168K - $213K
30.7K $5.84M
VUG
Vanguard Growth ETF

ETFs
-1.15K
- 8.8%
$369.1 - $427.61 $426K - $493K
12K $4.43M
AVGO
Broadcom Inc.

Technology
-1.13K
- 9.86%
$167.43 - $244.7 $190K - $277K
10.3K $1.73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23.2K
- 9.08%
$21.75 - $24.28 $504K - $562K
232K $5.12M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-23K
- 5.51%
$44.41 - $45.98 $1.02M - $1.06M
394K $18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-760
- 0.67%
$58.81 - $68.2 $44.7K - $51.8K
113K $6.75M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13.9K
- 47.99%
$44.72 - $46.25 $623K - $645K
15.1K $696K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11.8K
- 11.29%
$87.68 - $94.52 $1.04M - $1.12M
92.9K $8.7M
IWV
Ishares Russell 3000 ETF

ETFs
-268
- 0.95%
$313.1 - $349.83 $83.9K - $93.8K
28K $8.88M
RY
Royal Bank Of Canada

Financial Services
-2.4K
- 7.82%
$108.81 - $123.4 $262K - $297K
28.4K $3.2M
XLK
Technology Sector Spdr

ETFs
-1.54K
- 33.25%
$206.38 - $242.18 $317K - $372K
3.08K $636K
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 20.0%
$663000.0 - $801950.0 $1.33M - $1.6M
8 $6.39M
BX
Blackstone Inc.

Financial Services
-1.87K
- 48.3%
$136.53 - $186.74 $255K - $348K
2K $279K
AMAT
Applied Materials Inc

Technology
-1.99K
- 39.48%
$145.06 - $195.51 $289K - $390K
3.06K $443K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-576
- 1.75%
$82.81 - $96.53 $47.7K - $55.6K
32.3K $2.71M
ADP
Automatic Data Processing Inc

Industrials
-1.15K
- 48.27%
$286.85 - $318.64 $328K - $365K
1.23K $374K
DIS
Walt Disney CO

Communication Services
-1.09K
- 6.83%
$96.87 - $114.0 $105K - $124K
14.8K $1.46M
WMT
Walmart Inc.

Consumer Defensive
-2.95K
- 17.98%
$84.5 - $105.05 $249K - $310K
13.5K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
-429
- 7.02%
$347.25 - $424.87 $149K - $182K
5.68K $2.08M
AXP
American Express CO

Financial Services
-543
- 10.5%
$255.39 - $325.87 $139K - $177K
4.63K $1.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
-476
- 8.74%
$247.97 - $296.33 $118K - $141K
4.97K $1.25M
NEE
Nextera Energy Inc

Utilities
-3.64K
- 32.77%
$66.96 - $76.16 $244K - $277K
7.47K $529K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.23K
- 30.89%
$24.91 - $29.02 $180K - $210K
16.2K $404K
REET
Ishares Global Reit ETF

ETFs
-10.2K
- 26.51%
$23.24 - $25.16 $237K - $257K
28.3K $686K
ADBE
Adobe Inc.

Technology
-85
- 3.47%
$377.84 - $464.11 $32.1K - $39.4K
2.37K $907K
MRK
Merck & Co., Inc.

Healthcare
-178
- 1.17%
$83.01 - $101.02 $14.8K - $18K
15.1K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.19K
- 29.29%
$22.46 - $23.26 $161K - $167K
17.4K $401K
INTC
Intel Corp

Technology
-9.09K
- 41.38%
$19.1 - $27.39 $174K - $249K
12.9K $292K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.39K
- 12.16%
$25.77 - $27.6 $165K - $176K
46.2K $1.23M
INTU
Intuit Inc

Technology
-216
- 34.89%
$555.63 - $630.23 $120K - $136K
403 $247K
MCD
Mcdonalds Corp

Consumer Cyclical
-633
- 24.71%
$279.74 - $321.29 $177K - $203K
1.93K $602K
DHR
Danaher Corp

Healthcare
-86
- 1.76%
$201.62 - $250.59 $17.3K - $21.6K
4.81K $986K
ACN
Accenture PLC

Technology
-58
- 1.94%
$300.91 - $398.25 $17.5K - $23.1K
2.94K $916K
CSCO
Cisco Systems, Inc.

Technology
-2.92K
- 13.53%
$58.74 - $64.87 $171K - $189K
18.6K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-461
- 2.16%
$169.43 - $182.84 $78.1K - $84.3K
20.8K $3.61M
HON
Honeywell International Inc

Industrials
-413
- 16.45%
$202.75 - $226.52 $83.7K - $93.6K
2.1K $444K
ACWI
Ishares Msci Acwi ETF

ETFs
-841
- 4.71%
$115.16 - $124.13 $96.8K - $104K
17K $1.98M
ETN
Eaton Corp PLC

Industrials
-195
- 19.6%
$271.83 - $371.23 $53K - $72.4K
800 $217K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.42K
- 12.64%
$76.94 - $78.28 $109K - $111K
9.78K $765K
PFE
Pfizer Inc

Healthcare
-2.41K
- 7.65%
$25.01 - $27.13 $60.3K - $65.4K
29.1K $738K
JPM
Jpmorgan Chase & CO

Financial Services
-1K
- 3.68%
$225.19 - $279.95 $226K - $281K
26.3K $6.44M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-943
- 19.36%
$100.34 - $100.68 $94.6K - $94.9K
3.93K $395K
QCOM
Qualcomm Inc

Technology
-572
- 3.77%
$151.94 - $175.86 $86.9K - $101K
14.6K $2.24M
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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