Aspiriant, LLC Incresed Positions in Q4 2024

Aspiriant, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
1.54K
+ 16.07%
$69.77 - $85.43 $107K - $131K
11.1K $796K
AOA
Ishares Tr Core Aggressive All

ETFs
23
+ 0.33%
$76.61 - $79.88 $1.76K - $1.84K
6.98K $534K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
+ 100.0%
$22.63 - $47.53 $278K - $583K
24.5K $557K
MDLZ
Mondelez International, Inc.

Consumer Defensive
255
+ 7.65%
$59.25 - $72.99 $15.1K - $18.6K
3.59K $214K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.07%
$234.32 - $261.43 $234 - $261
1.5K $351K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
48.2K
+ 184.99%
$22.01 - $66.82 $1.06M - $3.22M
74.2K $1.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.74K
+ 7.54%
$44.04 - $49.49 $341K - $383K
110K $4.86M
HD
Home Depot, Inc.

Consumer Cyclical
92
+ 1.53%
$385.02 - $431.37 $35.4K - $39.7K
6.11K $2.38M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.88%
$479.66 - $614.62 $2.88K - $3.69K
685 $332K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
49
+ 14.5%
$701.85 - $1046.91 $34.4K - $51.3K
387 $275K
ABBV
Abb Vie Inc.

Healthcare
412
+ 4.93%
$164.99 - $203.87 $68K - $84K
8.78K $1.56M
FNDF
Schwab Fundamental Intl Large

ETFs
22K
+ 11.06%
$32.92 - $37.15 $725K - $818K
221K $7.35M
UNP
Union Pacific Corp

Industrials
181
+ 2.29%
$223.15 - $249.32 $40.4K - $45.1K
8.09K $1.85M
ADBE
Adobe Inc.

Technology
134
+ 5.79%
$437.39 - $552.96 $58.6K - $74.1K
2.45K $1.09M
RY
Royal Bank Of Canada

Financial Services
48
+ 0.16%
$119.72 - $128.02 $5.75K - $6.14K
30.8K $3.71M
TMO
Thermo Fisher Scientific Inc.

Healthcare
43
+ 2.65%
$501.29 - $612.85 $21.6K - $26.4K
1.67K $867K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
598
+ 0.92%
$442.29 - $483.08 $264K - $289K
65.5K $29.7M
AMAT
Applied Materials Inc

Technology
5
+ 0.1%
$161.44 - $213.89 $807 - $1.07K
5.05K $820K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
352
+ 0.34%
$88.59 - $94.57 $31.2K - $33.3K
105K $9.29M
TDG
Trans Digm Group Inc

Industrials
12
+ 0.6%
$1239.0 - $1442.53 $14.9K - $17.3K
2.01K $2.55M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 0.36%
$485.52 - $625.25 $7.77K - $10K
4.5K $2.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
71
+ 0.12%
$60.13 - $67.31 $4.27K - $4.78K
57.3K $3.48M
DFIV
Dimensional ETF Tr

ETFs
1.29K
+ 0.61%
$34.86 - $37.97 $45K - $49K
213K $7.54M
VEA
Vanguard Ftse Developed Market

ETFs
3.78K
+ 2.6%
$47.57 - $52.44 $180K - $198K
149K $7.12M
IEFA
Ishares Tr

ETFs
42.6K
+ 7.69%
$70.06 - $77.43 $2.98M - $3.3M
596K $41.9M
EFV
Msci Eafe Value ETF

ETFs
9.74K
+ 0.83%
$51.78 - $57.15 $504K - $557K
1.19M $62.2M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.1K
+ 0.54%
$108.6 - $115.42 $1.42M - $1.51M
2.43M $265M
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
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