Aspiriant, LLC Purchases 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
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6.87K
New
$118.0 - $127.04 $810K - $873K
6.87K $835K
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
ONEV
Spdr Russell 1000 Low Volatili

ETFs
3.26K
New
$125.4 - $135.42 $409K - $441K
3.26K $409K
INTU
Intuit Inc

Technology
619
New
$602.01 - $706.25 $373K - $437K
619 $389K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.57K
New
$57.78 - $60.4 $380K - $397K
6.57K $381K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.74K
New
$89.9 - $100.66 $336K - $376K
3.74K $337K
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
ASML
Asml Holding Nv

Technology
376
New
$658.43 - $872.27 $248K - $328K
376 $260K
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
CB
Chubb LTD

Financial Services
853
New
$271.57 - $301.89 $232K - $258K
853 $235K
MCK
Mckesson Corp

Healthcare
412
New
$482.27 - $628.5 $199K - $259K
412 $234K
BCAL
Southern Calif Bancorp Com

Financial Services
13.9K
New
$13.82 - $17.95 $192K - $250K
13.9K $230K
FTNT
Fortinet, Inc.

Technology
2.41K
New
$76.49 - $99.21 $184K - $239K
2.41K $227K
SUB
Ishares Short Term National Mu

ETFs
2.15K
New
$104.94 - $106.2 $225K - $228K
2.15K $226K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
185
New
$1146.59 - $1270.6 $212K - $235K
185 $219K
BAC
Bank Of America Corp

Financial Services
1.59K
+ 4.58%
$39.22 - $47.77 $62.3K - $75.9K
36.3K $1.59M
EQH
Equitable Holdings, Inc.

Financial Services
4.55K
New
$41.59 - $50.4 $189K - $229K
4.55K $214K
VONG
Vanguard Russell 1000 Growth E

ETFs
2K
New
$95.27 - $107.82 $191K - $216K
2K $206K
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
Track This Portfolio

Track Aspiriant, LLC Portfolio

Follow Aspiriant, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email