Aspiriant, LLC Reduced Holdings in Q3 2024

Aspiriant, LLC

  • $2.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-203
- 4.03%
$107.72 - $119.96 $21.9K - $24.4K
4.83K $578K
CI
Cigna Corp

Healthcare
-4
- 0.5%
$319.12 - $367.1 $1.28K - $1.47K
791 $274K
ITW
Illinois Tool Works Inc

Industrials
-37
- 3.97%
$233.14 - $263.97 $8.63K - $9.77K
896 $234K
KHC
Kraft Heinz CO

Consumer Defensive
-29
- 0.46%
$31.86 - $36.13 $924 - $1.05K
6.27K $219K
T
At&T Inc.

Communication Services
-485
- 4.83%
$18.21 - $22.28 $8.83K - $10.8K
9.56K $210K
L
Loews Corp

Financial Services
-1
- 0.02%
$73.76 - $81.96 $73.8 - $82
5.51K $435K
TMUS
T Mobile Us, Inc.

Communication Services
-71
- 4.31%
$175.14 - $206.36 $12.4K - $14.7K
1.58K $325K
AXP
American Express CO

Financial Services
-694
- 12.18%
$225.92 - $271.17 $157K - $188K
5K $1.36M
IAU
Ishares Gold Trust

ETFs
-6
- 0.08%
$44.06 - $50.5 $264 - $303
7.19K $357K
AMGN
Amgen Inc

Healthcare
-5
- 0.11%
$309.38 - $337.38 $1.55K - $1.69K
4.44K $1.43M
REET
Ishares Global Reit ETF

ETFs
-5.61K
- 9.85%
$23.07 - $27.17 $130K - $153K
51.4K $1.37M
VXF
Vanguard Extended Market ETF

ETFs
-10
- 0.27%
$163.98 - $182.92 $1.64K - $1.83K
3.68K $669K
ESAB
Esab Corp

Industrials
-4
- 0.09%
$91.98 - $107.0 $368 - $428
4.22K $448K
RMD
Resmed Inc

Healthcare
-70
- 5.49%
$186.94 - $252.92 $13.1K - $17.7K
1.21K $294K
PEP
Pepsico Inc

Consumer Defensive
-245
- 1.31%
$161.9 - $179.3 $39.7K - $43.9K
18.4K $3.13M
VAW
Vanguard Materials ETF

ETFs
-9
- 0.3%
$189.89 - $213.71 $1.71K - $1.92K
3K $633K
VO
Vanguard Mid Cap ETF

ETFs
-184
- 3.77%
$237.84 - $263.83 $43.8K - $48.5K
4.69K $1.24M
NKE
Nike, Inc.

Consumer Cyclical
-59
- 1.15%
$71.09 - $89.44 $4.19K - $5.28K
5.07K $448K
BX
Blackstone Inc.

Financial Services
-2
- 0.08%
$120.77 - $159.66 $242 - $319
2.44K $373K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-82
- 0.52%
$75.47 - $83.18 $6.19K - $6.82K
15.7K $1.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-203
- 7.16%
$245.82 - $304.51 $49.9K - $61.8K
2.63K $801K
SBUX
Starbucks Corp

Consumer Cyclical
-47
- 0.98%
$72.51 - $98.6 $3.41K - $4.63K
4.74K $462K
VBK
Vanguard Small Cap Growth ETF

ETFs
-12
- 0.22%
$240.48 - $267.94 $2.89K - $3.22K
5.42K $1.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-142
- 0.92%
$77.02 - $85.06 $10.9K - $12.1K
15.2K $1.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8
- 0.25%
$523.84 - $572.02 $4.19K - $4.58K
3.22K $1.83M
CSCO
Cisco Systems, Inc.

Technology
-180
- 0.85%
$44.74 - $53.22 $8.05K - $9.58K
21K $1.12M
CAT
Caterpillar Inc

Industrials
-100
- 3.82%
$316.8 - $391.12 $31.7K - $39.1K
2.52K $985K
EEM
Ishares Msci Emerging Markets

ETFs
-898
- 1.9%
$40.42 - $46.7 $36.3K - $41.9K
46.4K $2.13M
ACN
Accenture PLC

Technology
-42
- 1.45%
$295.44 - $355.81 $12.4K - $14.9K
2.85K $1.01M
MA
Mastercard Inc

Financial Services
-47
- 1.6%
$429.6 - $500.99 $20.2K - $23.5K
2.89K $1.42M
WMT
Walmart Inc.

Consumer Defensive
-773
- 5.08%
$66.91 - $81.4 $51.7K - $62.9K
14.5K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-461
- 1.78%
$107.93 - $120.23 $49.8K - $55.4K
25.4K $2.98M
DHR
Danaher Corp

Healthcare
-56
- 1.01%
$239.25 - $280.76 $13.4K - $15.7K
5.51K $1.53M
UNP
Union Pacific Corp

Industrials
-4
- 0.05%
$221.78 - $256.09 $887 - $1.02K
7.91K $1.95M
PAYX
Paychex Inc

Industrials
-201
- 1.69%
$116.17 - $135.19 $23.4K - $27.2K
11.7K $1.57M
VGT
Vanguard Information Technolog

ETFs
-90
- 0.42%
$514.43 - $606.85 $46.3K - $54.6K
21.5K $12.6M
RTX
Raytheon Technologies Corp

Industrials
-473
- 4.4%
$99.55 - $123.34 $47.1K - $58.3K
10.3K $1.24M
ABBV
Abb Vie Inc.

Healthcare
-133
- 1.57%
$163.84 - $199.33 $21.8K - $26.5K
8.37K $1.65M
ABT
Abbott Laboratories

Healthcare
-33
- 0.16%
$100.07 - $118.13 $3.3K - $3.9K
20.3K $2.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-272
- 0.57%
$75.32 - $84.37 $20.5K - $22.9K
47.5K $3.97M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.74K
- 2.95%
$60.13 - $68.17 $105K - $118K
57.2K $3.87M
MMM
3 M CO

Industrials
-625
- 6.61%
$99.69 - $139.42 $62.3K - $87.1K
8.83K $1.21M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-610
- 1.8%
$82.38 - $93.84 $50.3K - $57.2K
33.2K $3.07M
VONV
Vanguard Russell 1000 Value Et

ETFs
-282
- 0.68%
$76.07 - $83.33 $21.5K - $23.5K
41.1K $3.43M
DFIV
Dimensional ETF Tr

ETFs
-5.18K
- 2.39%
$34.66 - $38.38 $180K - $199K
211K $8.04M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-21
- 0.05%
$40.45 - $47.24 $849 - $992
45.8K $2.15M
IWV
Ishares Russell 3000 ETF

ETFs
-306
- 1.16%
$294.75 - $326.73 $90.2K - $100K
26.1K $8.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-995
- 0.96%
$41.9 - $48.26 $41.7K - $48K
103K $4.91M
TSLA
Tesla, Inc.

Consumer Cyclical
-95
- 1.39%
$191.76 - $263.26 $18.2K - $25K
6.76K $1.77M
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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