Aspiriant

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TEM",
  "FROG",
  null,
  "QSR",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  "T",
  "BLK",
  "ESAB",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "CP.TO",
  null,
  "COF",
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "NVS",
  "DLN",
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  "GSBD",
  null,
  "IVV",
  null,
  "MRCC",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SPG",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  null,
  "SLNO",
  "ACWV",
  "VWO",
  "VSS",
  "IWV",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "IWO",
  "IWN",
  "GSK",
  "VYM",
  "TT",
  "SLGN",
  "NFG",
  "SDY",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  "ABEV",
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "IUSG",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "NOK",
  null,
  "CRM",
  null,
  "DIA",
  null,
  "IUSV",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "FDX",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BILL",
  "BA",
  "BMY",
  "BOX",
  "BCAL",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 288
Total Value: 2880816687
Accession Number: 0001172661-25-001518
Form Type: 13F-HR
CIK: aspiriant
Manager Name: Aspiriant

Data Enrichment

77% identified

222 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $2.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A801

Shares:2.9K

Value:$545.7K

% of Portfolio:0.0% ($545.7K/$2.9B)

ELI LILLY & Co

LLY|532457108

Shares:656

Value:$542.0K

% of Portfolio:0.0% ($542.0K/$2.9B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:36.0K

Value:$540.9K

% of Portfolio:0.0% ($540.9K/$2.9B)

92206C706

VGIT|92206C706

Shares:9.1K

Value:$537.9K

% of Portfolio:0.0% ($537.9K/$2.9B)

464289859

Shares:7.0K

Value:$533.8K

% of Portfolio:0.0% ($533.8K/$2.9B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:7.5K

Value:$529.7K

% of Portfolio:0.0% ($529.7K/$2.9B)

46138E354

Shares:7.0K

Value:$524.1K

% of Portfolio:0.0% ($524.1K/$2.9B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:2.9K

Value:$521.9K

% of Portfolio:0.0% ($521.9K/$2.9B)

74348A467

Shares:5.1K

Value:$520.3K

% of Portfolio:0.0% ($520.3K/$2.9B)

DEERE & CO

DE|244199105

Shares:1.1K

Value:$499.4K

% of Portfolio:0.0% ($499.4K/$2.9B)

ESAB Corp

ESAB|29605J106

Shares:4.2K

Value:$493.5K

% of Portfolio:0.0% ($493.5K/$2.9B)

STARBUCKS CORP

SBUX|855244109

Shares:5.0K

Value:$485.5K

% of Portfolio:0.0% ($485.5K/$2.9B)

921909768

VXUS|921909768

Shares:7.8K

Value:$484.7K

% of Portfolio:0.0% ($484.7K/$2.9B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:7.7K

Value:$471.4K

% of Portfolio:0.0% ($471.4K/$2.9B)

Duke Energy CORP

DUK|26441C204

Shares:3.8K

Value:$465.6K

% of Portfolio:0.0% ($465.6K/$2.9B)

464285204

Shares:7.7K

Value:$451.4K

% of Portfolio:0.0% ($451.4K/$2.9B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.1K

Value:$444.0K

% of Portfolio:0.0% ($444.0K/$2.9B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.9K

Value:$444.0K

% of Portfolio:0.0% ($444.0K/$2.9B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.1K

Value:$443.3K

% of Portfolio:0.0% ($443.3K/$2.9B)

464288448

Shares:13.7K

Value:$423.6K

% of Portfolio:0.0% ($423.6K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A801)✕	2.9K	QoQ 0.00% (+0) YoY -3.50% (-105)	All Managers (Combined)	$545.7K	0.0% ($545.7K/$2.9B)	QoQ +0.51% (+$2.8K) YoY -10.87% (-$66.6K)
ELI LILLY & Co(LLYcusip532457108)	656	QoQ +2.66% (+17) YoY -8.63% (-62)	All Managers (Combined)	$542.0K	0.0% ($542.0K/$2.9B)	QoQ +9.82% (+$48.5K) YoY -2.97% (-$16.6K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	36.0K	QoQ +0.99% (-354) YoY -3.41% (-1.3K)	All Managers (Combined)	$540.9K	0.0% ($540.9K/$2.9B)	QoQ -6.82% (-$39.6K) YoY +3.92% (-$20.4K)
(VGITcusip92206C706)	9.1K	QoQ +37.79% (+2.5K) YoY NEW(+9.1K)	All Managers (Combined)	$537.9K	0.0% ($537.9K/$2.9B)	QoQ +41.12% (+$156.8K) YoY NEW(+$537.9K)
(cusip464289859)✕	7.0K	QoQ 0.00% (-0) YoY -13.01% (-1.0K)	All Managers (Combined)	$533.8K	0.0% ($533.8K/$2.9B)	QoQ -0.14% (-$766) YoY -9.41% (-$55.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	7.5K	QoQ -32.76% (-3.6K) YoY -12.49% (-1.1K)	All Managers (Combined)	$529.7K	0.0% ($529.7K/$2.9B)	QoQ -33.51% (-$267.1K) YoY -2.93% (-$16.0K)
(cusip46138E354)✕	7.0K	QoQ 0.00% (+0) YoY +21.68% (+1.3K)	All Managers (Combined)	$524.1K	0.0% ($524.1K/$2.9B)	QoQ +6.74% (+$33.1K) YoY +38.03% (+$144.4K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	2.9K	QoQ +2.35% (+67) YoY -9.59% (-309)	All Managers (Combined)	$521.9K	0.0% ($521.9K/$2.9B)	QoQ +2.91% (+$14.8K) YoY +8.86% (-$42.5K)
(cusip74348A467)✕	5.1K	QoQ +15.02% (+665) YoY +5.64% (+272)	All Managers (Combined)	$520.3K	0.0% ($520.3K/$2.9B)	QoQ +18.06% (+$79.6K) YoY +6.44% (+$31.5K)
DEERE & CO(DEcusip244199105)	1.1K	QoQ +5.13% (+52) YoY -26.72% (-388)	All Managers (Combined)	$499.4K	0.0% ($499.4K/$2.9B)	QoQ +16.46% (+$70.6K) YoY -16.31% (-$97.3K)
ESAB Corp(ESABcusip29605J106)	4.2K	QoQ +0.37% (-16) YoY -2.59% (-113)	All Managers (Combined)	$493.5K	0.0% ($493.5K/$2.9B)	QoQ -2.49% (-$12.7K) YoY +2.62% (-$12.6K)
STARBUCKS CORP(SBUXcusip855244109)	5.0K	QoQ +6.56% (+305) YoY -10.63% (-589)	All Managers (Combined)	$485.5K	0.0% ($485.5K/$2.9B)	QoQ +14.56% (+$61.7K) YoY -4.09% (-$20.8K)
(VXUScusip921909768)	7.8K	QoQ +67.90% (+3.2K) YoY +67.94% (+3.2K)	All Managers (Combined)	$484.7K	0.0% ($484.7K/$2.9B)	QoQ +76.94% (+$210.8K) YoY +72.92% (+$204.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	7.7K	QoQ +2.07% (+157) YoY -15.23% (-1.4K)	All Managers (Combined)	$471.4K	0.0% ($471.4K/$2.9B)	QoQ +10.06% (+$43.1K) YoY -4.67% (-$23.1K)
Duke Energy CORP(DUKcusip26441C204)	3.8K	QoQ +1.97% (+74) YoY -15.15% (-682)	All Managers (Combined)	$465.6K	0.0% ($465.6K/$2.9B)	QoQ +15.44% (+$62.3K) YoY +7.00% (-$30.5K)
(cusip464285204)✕	7.7K	QoQ +6.43% (+463) YoY +6.43% (+463)	All Managers (Combined)	$451.4K	0.0% ($451.4K/$2.9B)	QoQ +26.75% (+$95.3K) YoY +49.38% (+$149.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.1K	QoQ -16.45% (-413) YoY -14.82% (-365)	All Managers (Combined)	$444.0K	0.0% ($444.0K/$2.9B)	QoQ -21.68% (-$122.9K) YoY -12.12% (-$61.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.9K	QoQ +3.39% (+63) YoY -13.83% (-308)	All Managers (Combined)	$444.0K	0.0% ($444.0K/$2.9B)	QoQ +18.62% (+$69.7K) YoY -6.41% (-$30.4K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.1K	QoQ -39.48% (-2.0K) YoY -55.89% (-3.9K)	All Managers (Combined)	$443.3K	0.0% ($443.3K/$2.9B)	QoQ -45.99% (-$377.6K) YoY -68.96% (-$985.3K)
(cusip464288448)✕	13.7K	QoQ 0.00% (+1) YoY 0.00% (+1)	All Managers (Combined)	$423.6K	0.0% ($423.6K/$2.9B)	QoQ +13.30% (+$49.7K) YoY +10.63% (+$40.7K)