Aspiriant, LLC Incresed Positions 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
DFAX
Dimensional ETF Tr
10.1K
+ 1.37%
$24.45 - $27.2 $247K - $275K
745K $19.5M
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
927
+ 1.69%
$74.85 - $84.89 $69.4K - $78.7K
55.8K $4.56M
VOTE
Engine No 1 ETF Tr

ETFs
9.41K
+ 11.18%
$64.6 - $72.12 $608K - $679K
93.5K $6.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
344
+ 0.27%
$95.85 - $99.25 $33K - $34.1K
126K $12.5M
TDG
Trans Digm Group Inc

Industrials
7
+ 0.35%
$1251.32 - $1394.11 $8.76K - $9.76K
2.02K $2.79M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.16K
+ 67.91%
$58.01 - $64.46 $183K - $204K
7.81K $484K
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
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 5.81%
$890.62 - $1076.86 $104K - $126K
2.13K $2.02M
PAYX
Paychex Inc

Industrials
27
+ 0.24%
$136.06 - $154.52 $3.67K - $4.17K
11.3K $1.75M
DFAT
Dimensional ETF Tr U S Target

ETFs
17.1K
+ 9.87%
$50.44 - $58.1 $862K - $992K
190K $9.79M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.48K
+ 37.8%
$57.44 - $59.4 $143K - $148K
9.06K $537K
IBM
International Business Machines Corp

Technology
32
+ 0.66%
$217.4 - $264.74 $6.96K - $8.47K
4.85K $1.21M
CINF
Cincinnati Financial Corp

Financial Services
35
+ 0.11%
$133.67 - $147.81 $4.68K - $5.17K
33.2K $4.91M
GD
General Dynamics Corp

Industrials
363
+ 8.79%
$241.94 - $272.58 $87.8K - $98.9K
4.5K $1.23M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
460
+ 83.64%
$333.37 - $384.99 $153K - $177K
1.01K $337K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.33K
+ 42.93%
$51.52 - $52.37 $120K - $122K
7.76K $406K
SCHW
Schwab Charles Corp

Financial Services
192
+ 0.75%
$71.24 - $83.64 $13.7K - $16.1K
25.9K $2.03M
VOT
Vanguard Mid Cap Growth Index

ETFs
570
+ 31.18%
$237.72 - $276.98 $136K - $158K
2.4K $586K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.42K
+ 23.42%
$81.83 - $82.73 $116K - $117K
7.47K $618K
MA
Mastercard Inc

Financial Services
62
+ 2.04%
$504.67 - $576.31 $31.3K - $35.7K
3.11K $1.7M
IAU
Ishares Gold Trust

ETFs
463
+ 6.44%
$49.74 - $58.96 $23K - $27.3K
7.66K $451K
PEP
Pepsico Inc

Consumer Defensive
890
+ 4.93%
$142.64 - $156.42 $127K - $139K
18.9K $2.84M
AIG
American International Group, Inc.

Financial Services
580
+ 19.84%
$70.5 - $86.94 $40.9K - $50.4K
3.5K $304K
EEMV
Ishares Msci Emerging Markets

ETFs
1.4K
+ 6.15%
$57.07 - $59.29 $79.7K - $82.8K
24.1K $1.4M
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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