Aspiriant, LLC Incresed Positions in Q3 2024

Aspiriant, LLC

  • $2.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
32.3K
+ 7.92%
$520.18 - $576.82 $16.8M - $18.6M
440K $254M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.73K
+ 0.11%
$104.5 - $114.97 $286K - $314K
2.41M $276M
VBR
Vanguard Small Cap Value ETF

ETFs
40.4K
+ 4.92%
$179.99 - $201.6 $7.26M - $8.14M
861K $173M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.51K
+ 0.33%
$87.56 - $95.49 $832K - $908K
2.87M $274M
DFAX
Dimensional ETF Tr
454K
+ 161.71%
$24.29 - $27.25 $11M - $12.4M
735K $19.9M
IEFA
Ishares Tr

ETFs
50.4K
+ 10.0%
$70.09 - $78.74 $3.53M - $3.96M
554K $43.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 0.81%
$475.2 - $527.7 $584K - $648K
153K $80.8M
VOTE
Engine No 1 ETF Tr

ETFs
41.2K
+ 213.18%
$60.37 - $67.04 $2.49M - $2.76M
60.5K $4.06M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.2K
+ 3.54%
$71.45 - $75.64 $1.23M - $1.3M
501K $37.7M
VB
Vanguard Small Cap ETF

ETFs
5.37K
+ 12.67%
$214.77 - $237.72 $1.15M - $1.28M
47.8K $11.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
223
+ 0.07%
$56.47 - $63.69 $12.6K - $14.2K
325K $20.4M
IWM
Ishares Russell 2000 ETF

ETFs
1.97K
+ 4.39%
$200.87 - $224.6 $395K - $442K
46.8K $10.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
134
+ 0.2%
$283.28 - $314.39 $38K - $42.1K
67.9K $21.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.98K
+ 2.08%
$44.65 - $47.21 $356K - $377K
391K $18.3M
META
Meta Platforms, Inc.

Communication Services
221
+ 1.87%
$453.41 - $572.44 $100K - $127K
12.1K $6.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.92K
+ 2.71%
$96.25 - $101.98 $281K - $298K
111K $11.2M
JNJ
Johnson & Johnson

Healthcare
2.09K
+ 9.87%
$145.48 - $167.38 $303K - $349K
23.2K $3.76M
VEA
Vanguard Ftse Developed Market

ETFs
3.14K
+ 2.21%
$47.6 - $53.31 $149K - $167K
145K $7.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
467
+ 1.36%
$173.36 - $189.8 $81K - $88.6K
34.7K $6.59M
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.01%
$115.7 - $138.2 $463 - $553
33.2K $4.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.26K
+ 14.88%
$332.02 - $382.76 $419K - $483K
9.74K $3.66M
PG
Procter & Gamble CO

Consumer Defensive
1.74K
+ 6.05%
$160.76 - $177.82 $280K - $310K
30.6K $5.29M
AVGO
Broadcom Inc.

Technology
9.98K
+ 1204.95%
$136.27 - $1745.86 $1.36M - $17.4M
10.8K $1.86M
HD
Home Depot, Inc.

Consumer Cyclical
429
+ 7.68%
$333.64 - $405.2 $143K - $174K
6.02K $2.44M
SDG
Ishares Trust Ishares Msci Glo

ETFs
3.2K
+ 14.18%
$74.95 - $85.33 $240K - $273K
25.7K $2.18M
FNDF
Schwab Fundamental Intl Large

ETFs
165
+ 0.08%
$33.67 - $37.71 $5.56K - $6.22K
199K $7.44M
UNH
Unitedhealth Group Inc

Healthcare
174
+ 4.04%
$488.01 - $604.18 $84.9K - $105K
4.48K $2.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.41K
+ 5.97%
$105.53 - $118.34 $148K - $166K
24.9K $2.92M
KO
Coca Cola CO

Consumer Defensive
3.95K
+ 30.23%
$62.69 - $73.01 $247K - $288K
17K $1.22M
SCHX
Schwab Strategic Tr Us Large C

ETFs
886
+ 1.05%
$61.11 - $67.85 $54.1K - $60.1K
85.7K $5.81M
ADP
Automatic Data Processing Inc

Industrials
1.16K
+ 97.97%
$233.44 - $279.45 $270K - $323K
2.34K $646K
LOW
Lowes Companies Inc

Consumer Cyclical
73
+ 1.11%
$213.3 - $270.78 $15.6K - $19.8K
6.65K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
642
+ 2.61%
$194.9 - $224.8 $125K - $144K
25.2K $5.32M
GE
General Electric CO

Industrials
994
+ 22.07%
$156.66 - $189.66 $156K - $189K
5.5K $1.04M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.63K
+ 18.81%
$117.9 - $128.2 $193K - $209K
10.3K $1.32M
QAI
Iq Hedge Multi Strategy Compos

ETFs
2.06K
+ 1.07%
$30.5 - $32.13 $62.7K - $66.1K
195K $6.24M
NVDA
Nvidia Corp

Technology
2.52K
+ 12.98%
$98.91 - $134.91 $250K - $340K
22K $2.67M
NEE
Nextera Energy Inc

Utilities
1.71K
+ 21.8%
$69.9 - $84.97 $120K - $146K
9.58K $809K
VUG
Vanguard Growth ETF

ETFs
292
+ 2.08%
$341.08 - $391.94 $99.6K - $114K
14.3K $5.5M
XOM
Exxon Mobil Corp

Energy
1.5K
+ 6.62%
$109.72 - $119.0 $164K - $178K
24.1K $2.83M
MNA
Iq Merger Arbitrage ETF

ETFs
1.9K
+ 1.64%
$31.58 - $32.99 $60.1K - $62.8K
118K $3.87M
VV
Vanguard Large Cap ETF

ETFs
241
+ 2.28%
$236.92 - $263.4 $57.1K - $63.5K
10.8K $2.85M
TMO
Thermo Fisher Scientific Inc.

Healthcare
154
+ 10.47%
$531.86 - $624.21 $81.9K - $96.1K
1.63K $1.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.3K
+ 5.27%
$59.93 - $66.52 $78.1K - $86.7K
26.1K $1.73M
USB
Us Bancorp \De\

Financial Services
803
+ 4.02%
$39.04 - $47.23 $31.3K - $37.9K
20.8K $949K
BMY
Bristol Myers Squibb CO

Healthcare
1.3K
+ 19.19%
$39.66 - $51.75 $51.7K - $67.4K
8.09K $418K
GLD
Spdr Gold Trust

ETFs
241
+ 8.67%
$215.56 - $246.98 $51.9K - $59.5K
3.02K $734K
HON
Honeywell International Inc

Industrials
695
+ 48.84%
$196.73 - $220.21 $137K - $153K
2.12K $437K
V
Visa Inc.

Financial Services
238
+ 4.61%
$253.74 - $291.56 $60.4K - $69.4K
5.4K $1.48M
Activity Summary
Buys All Purchases 124 New Holdings 28 Increased Positions 96 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 1 Puts 0
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