Aspiriant, LLC Portfolio Holdings
Aspiriant, LLC
- $2.41 Billion
- Q1 2024
Aspiriant, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.41 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Global Min Vol Fa with a value of $260M, Vanguard Mun Bd Fds Tax Exempt with a value of $254M, Ishares Core S&P U.S. Value Et with a value of $249M, Ishares Core S&P 500 ETF with a value of $186M, and Vanguard Dividend Appreciation with a value of $176M.
Examining the 13F form we can see an increase of $195M in the current position value, from $2.22B to 2.41B.
Below you can find more details about Aspiriant, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.41 Billion
ETFs: $2.09 Billion
Technology: $120 Million
Financial Services: $68.1 Million
Communication Services: $32.7 Million
Healthcare: $24.6 Million
Consumer Cyclical: $19.2 Million
Industrials: $16.4 Million
Consumer Defensive: $14.4 Million
Other: $13.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 317
- Current Value $2.41 Billion
- Prior Value $2.22 Billion
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 19 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks