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

Page 12 of 15

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464288513

Shares:4.4K

Value:$346.2K

% of Portfolio:0.0% ($346.2K/$2.9B)

25460E869

Shares:29.8K

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$2.9B)

74965L200

Shares:14.0K

Value:$341.1K

% of Portfolio:0.0% ($341.1K/$2.9B)

Cloudflare, Inc.

NET|18915M107

Shares:3.0K

Value:$339.2K

% of Portfolio:0.0% ($339.2K/$2.9B)

921932505

VOOG|921932505

Shares:1.0K

Value:$337.8K

% of Portfolio:0.0% ($337.8K/$2.9B)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:6.1K

Value:$328.7K

% of Portfolio:0.0% ($328.7K/$2.9B)

GE Vernova Inc.

GEV|36828A101

Shares:1.1K

Value:$327.9K

% of Portfolio:0.0% ($327.9K/$2.9B)

ServiceNow, Inc.

NOW|81762P102

Shares:411

Value:$327.2K

% of Portfolio:0.0% ($327.2K/$2.9B)

DOMINION ENERGY, INC

D|25746U109

Shares:5.8K

Value:$325.8K

% of Portfolio:0.0% ($325.8K/$2.9B)

GSK plc

GSK|37733W204

Shares:8.2K

Value:$319.3K

% of Portfolio:0.0% ($319.3K/$2.9B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:758

Value:$318.3K

% of Portfolio:0.0% ($318.3K/$2.9B)

464287473

IWS|464287473

Shares:2.5K

Value:$309.6K

% of Portfolio:0.0% ($309.6K/$2.9B)

Medtronic plc

MDT|G5960L103

Shares:3.4K

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$2.9B)

46429B663

Shares:2.5K

Value:$304.9K

% of Portfolio:0.0% ($304.9K/$2.9B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.3K

Value:$304.7K

% of Portfolio:0.0% ($304.7K/$2.9B)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:3.5K

Value:$304.6K

% of Portfolio:0.0% ($304.6K/$2.9B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:676

Value:$302.0K

% of Portfolio:0.0% ($302.0K/$2.9B)

78464A607

Shares:3.0K

Value:$300.8K

% of Portfolio:0.0% ($300.8K/$2.9B)

TotalEnergies SE

TTE|89151E109

Shares:4.6K

Value:$296.4K

% of Portfolio:0.0% ($296.4K/$2.9B)

INTEL CORP

INTC|458140100

Shares:12.9K

Value:$292.6K

% of Portfolio:0.0% ($292.6K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288513)✕	4.4K	QoQ -6.99% (-330) YoY NEW(+4.4K)	All Managers (Combined)	$346.2K	0.0% ($346.2K/$2.9B)	QoQ -6.71% (-$24.9K) YoY NEW(+$346.2K)
(cusip25460E869)✕	29.8K	QoQ 0.00% (+0) YoY NEW(+29.8K)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$2.9B)	QoQ +5.26% (+$17.3K) YoY NEW(+$345.3K)
(cusip74965L200)✕	14.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$341.1K	0.0% ($341.1K/$2.9B)	QoQ -0.65% (-$2.2K) YoY -0.36% (-$1.3K)
Cloudflare, Inc.(NETcusip18915M107)	3.0K	QoQ -21.51% (-825) YoY -79.19% (-11.5K)	All Managers (Combined)	$339.2K	0.0% ($339.2K/$2.9B)	QoQ -17.86% (-$73.8K) YoY -75.78% (-$1.1M)
(VOOGcusip921932505)	1.0K	QoQ +83.63% (+460) YoY NEW(+1.0K)	All Managers (Combined)	$337.8K	0.0% ($337.8K/$2.9B)	QoQ +67.79% (+$136.5K) YoY NEW(+$337.8K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	6.1K	QoQ +0.97% (-59) YoY -1.72% (-108)	All Managers (Combined)	$328.7K	0.0% ($328.7K/$2.9B)	QoQ -31.00% (-$147.7K) YoY +19.37% (-$53.3K)
GE Vernova Inc.(GEVcusip36828A101)	1.1K	QoQ -16.15% (-207) YoY NEW(+1.1K)	All Managers (Combined)	$327.9K	0.0% ($327.9K/$2.9B)	QoQ -22.18% (-$93.5K) YoY NEW(+$327.9K)
ServiceNow, Inc.(NOWcusip81762P102)	411	QoQ +1.48% (-6) YoY NEW(+411)	All Managers (Combined)	$327.2K	0.0% ($327.2K/$2.9B)	QoQ -23.78% (-$102.1K) YoY NEW(+$327.2K)
DOMINION ENERGY, INC(Dcusip25746U109)	5.8K	QoQ +1.18% (+68) YoY -12.15% (-804)	All Managers (Combined)	$325.8K	0.0% ($325.8K/$2.9B)	QoQ +5.33% (+$16.5K) YoY +0.13% (-$431)
GSK plc(GSKcusip37733W204)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$319.3K	0.0% ($319.3K/$2.9B)	QoQ NEW(+$319.3K) YoY NEW(+$319.3K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	758	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$318.3K	0.0% ($318.3K/$2.9B)	QoQ -1.32% (-$4.3K) YoY +5.56% (+$16.8K)
(IWScusip464287473)	2.5K	QoQ 0.00% (-0) YoY +42.16% (+729)	All Managers (Combined)	$309.6K	0.0% ($309.6K/$2.9B)	QoQ -2.60% (-$8.3K) YoY +42.88% (+$92.9K)
Medtronic plc(MDTcusipG5960L103)	3.4K	QoQ NEW(+3.4K) YoY +31.40% (+814)	All Managers (Combined)	$306.1K	0.0% ($306.1K/$2.9B)	QoQ NEW(+$306.1K) YoY +35.49% (+$80.2K)
(cusip46429B663)✕	2.5K	QoQ +8.77% (+203) YoY +8.77% (+203)	All Managers (Combined)	$304.9K	0.0% ($304.9K/$2.9B)	QoQ +17.35% (+$45.1K) YoY +19.54% (+$49.8K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.3K	QoQ +18.64% (+209) YoY +14.85% (+172)	All Managers (Combined)	$304.7K	0.0% ($304.7K/$2.9B)	QoQ +19.78% (+$50.3K) YoY +6.31% (+$18.1K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	3.5K	QoQ +19.84% (+580) YoY -27.69% (-1.3K)	All Managers (Combined)	$304.6K	0.0% ($304.6K/$2.9B)	QoQ +43.12% (+$91.8K) YoY -19.58% (-$74.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	676	QoQ -1.31% (-9) YoY -7.90% (-58)	All Managers (Combined)	$302.0K	0.0% ($302.0K/$2.9B)	QoQ -9.28% (-$30.9K) YoY -9.55% (-$31.9K)
(cusip78464A607)✕	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$300.8K	0.0% ($300.8K/$2.9B)	QoQ +0.26% (+$788) YoY +5.16% (+$14.8K)
TotalEnergies SE(TTEcusip89151E109)	4.6K	QoQ +1.82% (+82) YoY +1.82% (-82)	All Managers (Combined)	$296.4K	0.0% ($296.4K/$2.9B)	QoQ +20.86% (+$51.2K) YoY -4.30% (-$13.3K)
INTEL CORP(INTCcusip458140100)	12.9K	QoQ -41.37% (-9.1K) YoY -50.87% (-13.3K)	All Managers (Combined)	$292.6K	0.0% ($292.6K/$2.9B)	QoQ -33.59% (-$148.0K) YoY -74.74% (-$865.8K)