Aspiriant, LLC Reduced Holdings in Q2 2025

Aspiriant, LLC

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-22
- 2.15%
$462.22 - $707.75 $10.2K - $15.6K
1K $709K
GE
General Electric CO

Industrials
-525
- 10.12%
$166.81 - $257.39 $87.6K - $135K
4.66K $1.2M
AXP
American Express CO

Financial Services
-219
- 4.73%
$231.39 - $318.98 $50.7K - $69.9K
4.41K $1.41M
IBM
International Business Machines Corp

Technology
-129
- 2.66%
$221.03 - $294.78 $28.5K - $38K
4.72K $1.39M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-784
- 1.85%
$37.77 - $46.15 $29.6K - $36.2K
41.5K $1.92M
DIS
Walt Disney CO

Communication Services
-1.33K
- 8.96%
$81.72 - $124.01 $109K - $165K
13.5K $1.67M
SCHW
Schwab Charles Corp

Financial Services
-1.13K
- 4.34%
$69.06 - $91.24 $77.8K - $103K
24.8K $2.26M
TDG
Trans Digm Group Inc

Industrials
-14
- 0.69%
$1231.75 - $1520.64 $17.2K - $21.3K
2.01K $3.05M
VEA
Vanguard Ftse Developed Market

ETFs
-11.1K
- 7.64%
$45.65 - $57.01 $508K - $635K
135K $7.67M
TT
Trane Technologies PLC

Industrials
-236
- 5.89%
$315.21 - $437.41 $74.4K - $103K
3.77K $1.65M
TSLA
Tesla, Inc.

Consumer Cyclical
-113
- 1.66%
$221.86 - $362.89 $25.1K - $41K
6.7K $2.13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-295
- 0.26%
$52.31 - $63.72 $15.4K - $18.8K
113K $7.18M
IWN
Ishares Russell2000 Val ETF

ETFs
-901
- 1.05%
$131.84 - $157.76 $119K - $142K
85K $13.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.35K
- 0.58%
$19.6 - $24.44 $26.5K - $33K
230K $5.63M
DFIV
Dimensional ETF Tr

ETFs
-4.7K
- 2.25%
$34.67 - $43.21 $163K - $203K
204K $8.75M
JPM
Jpmorgan Chase & CO

Financial Services
-1.92K
- 7.32%
$210.28 - $289.91 $404K - $557K
24.3K $7.05M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-17.3K
- 3.93%
$37.51 - $45.52 $648K - $787K
422K $19.1M
IWM
Ishares Russell 2000 ETF

ETFs
-404
- 0.86%
$174.82 - $215.79 $70.6K - $87.2K
46.5K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
-569
- 1.85%
$167.32 - $223.3 $95.2K - $127K
30.1K $6.61M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-18.7K
- 2.86%
$26.66 - $33.09 $499K - $619K
636K $21M
GOOGL
Alphabet Inc.

Communication Services
-4.92K
- 6.14%
$144.7 - $178.6 $712K - $879K
75.3K $13.3M
GOOG
Alphabet Inc.

Communication Services
-140
- 0.32%
$146.58 - $180.01 $20.5K - $25.2K
43.5K $7.72M
AOR
Ishares Tr Core Growth Allocat

ETFs
-11.7K
- 2.53%
$53.36 - $61.57 $626K - $722K
452K $27.8M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-34.3K
- 1.4%
$107.61 - $119.09 $3.69M - $4.08M
2.42M $286M
ORCL
Oracle Corp

Technology
-72
- 0.36%
$122.82 - $218.63 $8.84K - $15.7K
20K $4.37M
META
Meta Platforms, Inc.

Communication Services
-373
- 3.26%
$484.66 - $738.09 $181K - $275K
11.1K $8.17M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-767
- 0.68%
$104.23 - $134.39 $79.9K - $103K
112K $15M
VBR
Vanguard Small Cap Value ETF

ETFs
-58K
- 3.76%
$162.76 - $195.77 $9.44M - $11.4M
1.48M $289M
EFV
Msci Eafe Value ETF

ETFs
-7.24K
- 0.64%
$52.4 - $64.65 $379K - $468K
1.13M $71.6M
MSFT
Microsoft Corp

Technology
-54
- 0.11%
$354.56 - $497.45 $19.1K - $26.9K
46.9K $23.4M
Activity Summary
Buys All Purchases 129 New Holdings 28 Increased Positions 101 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 1 Puts 0
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