Aspiriant, LLC Reduced Holdings in Q3 2025

Aspiriant, LLC

  • $3.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-690K
- 14.32%
$48.5 - $50.19 $33.4M - $34.6M
4.12M $207M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-122K
- 42.66%
$97.75 - $100.75 $11.9M - $12.3M
164K $16.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-50.6K
- 50.71%
$87.29 - $93.61 $4.42M - $4.74M
49.2K $4.59M
IWR
Ishares Russell Mid Cap ETF

ETFs
-39.6K
- 50.18%
$92.26 - $97.51 $3.65M - $3.86M
39.3K $3.8M
EEM
Ishares Msci Emerging Markets

ETFs
-49.2K
- 55.4%
$48.07 - $53.4 $2.36M - $2.62M
39.6K $2.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
-12.4K
- 50.13%
$137.51 - $145.26 $1.7M - $1.8M
12.3K $1.75M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10.7K
- 49.46%
$107.66 - $112.36 $1.15M - $1.2M
10.9K $1.22M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.22K
- 50.0%
$194.44 - $206.51 $821K - $872K
4.22K $872K
ACN
Accenture PLC

Technology
-2.32K
- 73.25%
$232.56 - $304.78 $539K - $707K
847 $208K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.43K
- 24.26%
$420.11 - $472.68 $1.02M - $1.15M
7.57K $3.55M
CRM
Salesforce, Inc.

Technology
-930
- 18.31%
$231.66 - $273.65 $215K - $254K
4.15K $983K
META
Meta Platforms, Inc.

Communication Services
-442
- 3.99%
$695.21 - $791.73 $307K - $350K
10.6K $7.8M
ADP
Automatic Data Processing Inc

Industrials
-943
- 16.06%
$288.69 - $310.94 $272K - $293K
4.93K $1.45M
PG
Procter & Gamble CO

Consumer Defensive
-1.16K
- 3.57%
$150.47 - $161.22 $175K - $187K
31.4K $4.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.57K
- 14.12%
$181.56 - $190.33 $467K - $490K
15.7K $2.97M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.82K
- 30.05%
$82.38 - $83.0 $315K - $317K
8.9K $738K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.03K
- 41.16%
$78.11 - $79.07 $315K - $318K
5.76K $454K
IWS
Ishares Russell Midcap Value E

ETFs
-2.51K
- 50.63%
$132.83 - $140.61 $333K - $352K
2.44K $341K
COST
Costco Wholesale Corp

Consumer Defensive
-180
- 8.14%
$915.95 - $994.57 $165K - $179K
2.03K $1.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.4K
- 11.18%
$62.09 - $66.51 $460K - $492K
58.8K $3.84M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-24
- 0.1%
$41.5 - $56.76 $996 - $1.36K
23.1K $994K
NFLX
Netflix Inc

Communication Services
-46
- 3.18%
$1147.87 - $1297.18 $52.8K - $59.7K
1.4K $1.68M
PAYX
Paychex Inc

Industrials
-50
- 0.44%
$126.69 - $147.99 $6.33K - $7.4K
11.2K $1.43M
CHTR
Charter Communications, Inc.

Communication Services
-125
- 10.13%
$256.57 - $418.22 $32.1K - $52.3K
1.11K $305K
PM
Philip Morris International Inc.

Consumer Defensive
-827
- 37.4%
$157.77 - $183.27 $130K - $152K
1.38K $224K
MRK
Merck & Co., Inc.

Healthcare
-2.98K
- 17.75%
$77.6 - $87.37 $231K - $260K
13.8K $1.16M
DIS
Walt Disney CO

Communication Services
-322
- 2.39%
$112.25 - $124.0 $36.1K - $39.9K
13.2K $1.51M
CB
Chubb LTD

Financial Services
-503
- 37.93%
$265.99 - $289.59 $134K - $146K
823 $232K
TT
Trane Technologies PLC

Industrials
-206
- 5.47%
$398.96 - $472.54 $82.2K - $97.3K
3.56K $1.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-20
- 28.17%
$5364.25 - $5815.92 $107K - $116K
51 $275K
KO
Coca Cola CO

Consumer Defensive
-1.12K
- 8.12%
$65.67 - $71.67 $73.8K - $80.6K
12.7K $843K
PANW
Palo Alto Networks Inc

Technology
-653
- 26.15%
$167.06 - $208.19 $109K - $136K
1.84K $375K
UNP
Union Pacific Corp

Industrials
-739
- 10.36%
$214.91 - $237.16 $159K - $175K
6.4K $1.51M
FDX
Fedex Corp

Industrials
-635
- 22.57%
$217.1 - $243.2 $138K - $154K
2.18K $513K
ADBE
Adobe Inc.

Technology
-63
- 2.16%
$333.65 - $392.1 $21K - $24.7K
2.85K $1.01M
CMCSA
Comcast Corp

Communication Services
-1.19K
- 6.53%
$31.41 - $36.33 $37.3K - $43.2K
17K $534K
LMT
Lockheed Martin Corp

Industrials
-299
- 31.21%
$410.74 - $499.21 $123K - $149K
659 $328K
HON
Honeywell International Inc

Industrials
-361
- 20.75%
$207.7 - $240.4 $75K - $86.8K
1.38K $290K
IBM
International Business Machines Corp

Technology
-185
- 3.92%
$234.77 - $292.47 $43.4K - $54.1K
4.53K $1.28M
COP
Conocophillips

Energy
-1.41K
- 29.64%
$91.0 - $98.99 $128K - $139K
3.34K $316K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.23K
- 11.54%
$26.38 - $27.95 $138K - $146K
40.1K $1.09M
REET
Ishares Global Reit ETF

ETFs
-4.61K
- 22.82%
$24.45 - $25.91 $113K - $119K
15.6K $398K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.83K
- 2.32%
$81.76 - $86.36 $150K - $158K
76.9K $6.52M
MCK
Mckesson Corp

Healthcare
-145
- 27.1%
$659.01 - $772.54 $95.6K - $112K
390 $301K
DHR
Danaher Corp

Healthcare
-465
- 10.12%
$181.46 - $212.2 $84.4K - $98.7K
4.13K $818K
WMT
Walmart Inc.

Consumer Defensive
-1.53K
- 11.36%
$94.4 - $104.27 $144K - $159K
11.9K $1.23M
CI
Cigna Corp

Healthcare
-164
- 18.3%
$262.23 - $334.39 $43K - $54.8K
732 $210K
MA
Mastercard Inc

Financial Services
-186
- 5.59%
$550.18 - $598.96 $102K - $111K
3.14K $1.79M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.06K
- 20.0%
$78.96 - $80.04 $83.5K - $84.6K
4.23K $337K
Activity Summary
Buys All Purchases 76 New Holdings 15 Increased Positions 61 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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