Aspiriant, LLC Purchases in Q1 2025

Aspiriant, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
317K
+ 25.92%
$183.02 - $207.75 $58.1M - $65.9M
1.54M $287M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
261K
+ 7.99%
$90.0 - $96.32 $23.5M - $25.2M
3.53M $326M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
22.9K
+ 0.94%
$107.24 - $116.37 $2.45M - $2.66M
2.45M $285M
IVV
Ishares Core S&P 500 ETF

ETFs
48.2K
+ 9.0%
$554.06 - $615.85 $26.7M - $29.7M
584K $328M
IEFA
Ishares Tr

ETFs
103K
+ 17.26%
$69.57 - $78.65 $7.16M - $8.09M
699K $52.9M
VB
Vanguard Small Cap ETF

ETFs
17.1K
+ 29.71%
$217.89 - $252.64 $3.72M - $4.32M
74.6K $16.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
37K
+ 8.68%
$56.63 - $59.39 $2.1M - $2.2M
464K $26.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.4K
+ 2.11%
$71.17 - $73.66 $742K - $767K
503K $37M
AAPL
Apple Inc.

Technology
44.4K
+ 14.78%
$209.68 - $247.1 $9.3M - $11M
344K $76.5M
TT
Trane Technologies PLC

Industrials
4K
New
$332.0 - $400.86 $1.33M - $1.61M
4K $1.35M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.87K
+ 0.89%
$56.51 - $62.98 $162K - $181K
325K $19.7M
FNDF
Schwab Fundamental Intl Large

ETFs
15K
+ 6.79%
$32.9 - $37.45 $494K - $563K
236K $8.54M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
7.5K
+ 7.1%
$189.39 - $204.09 $1.42M - $1.53M
113K $21.6M
MNA
Iq Merger Arbitrage ETF

ETFs
19.1K
+ 17.94%
$33.08 - $34.35 $632K - $656K
126K $4.31M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
7.11K
+ 5.41%
$73.16 - $83.16 $520K - $591K
139K $10.3M
QAI
Iq Hedge Multi Strategy Compos

ETFs
23.7K
+ 12.94%
$31.16 - $32.27 $738K - $764K
207K $6.47M
VIG
Vanguard Dividend Appreciation

ETFs
3.48K
+ 0.37%
N/A
955K $174M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.21K
+ 3.89%
$110.75 - $119.78 $466K - $504K
113K $13M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
32.1K
+ 11.37%
$32.42 - $36.13 $1.04M - $1.16M
314K $10.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
65.2K
+ 1.26%
$49.25 - $50.66 $3.21M - $3.3M
5.24M $260M
VV
Vanguard Large Cap ETF

ETFs
2.8K
+ 25.88%
$253.32 - $282.66 $710K - $792K
13.6K $3.5M
IEMG
Ishares Inc

ETFs
9.48K
+ 0.95%
N/A
1.01M $54.2M
XOM
Exxon Mobil Corp

Energy
1.87K
+ 7.76%
$105.44 - $118.93 $197K - $223K
26K $3.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.6K
+ 0.95%
$39.96 - $43.3 $264K - $286K
702K $28.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.13K
+ 26.72%
$102.49 - $119.96 $731K - $855K
33.8K $3.54M
MUB
Ishares National Muni Bond ETF

ETFs
5.82K
+ 3.49%
$104.71 - $107.69 $609K - $626K
172K $18.2M
AVUS
American Centy ETF Tr Avantis

ETFs
4.49K
New
$90.7 - $101.57 $408K - $456K
4.49K $415K
EFA
Ishares Tr Msci Eafe ETF

ETFs
927
+ 1.69%
$74.85 - $84.89 $69.4K - $78.7K
55.8K $4.56M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.46K
New
$114.57 - $118.14 $396K - $408K
3.46K $408K
AVDE
American Centy ETF Tr Avantis

ETFs
5.57K
New
$60.63 - $68.55 $338K - $382K
5.57K $369K
VOTE
Engine No 1 ETF Tr

ETFs
9.41K
+ 11.18%
$64.6 - $72.12 $608K - $679K
93.5K $6.12M
MDT
Medtronic PLC

Healthcare
3.41K
New
$79.84 - $94.5 $272K - $322K
3.41K $306K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
344
+ 0.27%
$95.85 - $99.25 $33K - $34.1K
126K $12.5M
PM
Philip Morris International Inc.

Consumer Defensive
1.8K
New
$117.15 - $158.79 $211K - $286K
1.8K $286K
RWX
Spdr Dow Jones International R

ETFs
11.7K
New
$22.39 - $24.7 $261K - $288K
11.7K $285K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.15K
New
$64.88 - $72.1 $269K - $299K
4.15K $272K
AJG
Arthur J. Gallagher & Co.

Financial Services
746
New
$275.89 - $345.24 $206K - $258K
746 $257K
GIS
General Mills Inc

Consumer Defensive
4.3K
New
$57.56 - $65.3 $248K - $281K
4.3K $257K
AVEM
American Centy ETF Tr Avantis

ETFs
4.08K
New
$57.11 - $62.4 $233K - $255K
4.08K $245K
TDG
Trans Digm Group Inc

Industrials
7
+ 0.35%
$1251.32 - $1394.11 $8.76K - $9.76K
2.02K $2.79M
NFG
National Fuel Gas CO

Energy
3.03K
New
$60.71 - $79.19 $184K - $240K
3.03K $239K
T
At&T Inc.

Communication Services
8.21K
New
$21.56 - $28.28 $177K - $232K
8.21K $232K
AVUV
American Centy ETF Tr Avantis

ETFs
2.61K
New
$84.95 - $100.62 $222K - $263K
2.61K $227K
ELV
Elevance Health, Inc.

Healthcare
502
New
$365.9 - $436.25 $184K - $219K
502 $218K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.16K
+ 67.91%
$58.01 - $64.46 $183K - $204K
7.81K $484K
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.66K
New
$22.35 - $24.52 $193K - $212K
8.66K $205K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.29K
New
$30.35 - $33.16 $191K - $209K
6.29K $201K
QQQ
Invesco Qqq Trust, Series 1

ETFs
859
+ 17.06%
$468.34 - $539.52 $402K - $463K
5.89K $2.76M
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.21%
$114.1 - $135.66 $2.62K - $3.12K
10.9K $1.44M
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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