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 14 of 15

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INTUIT INC.

INTU|461202103

Shares:403

Value:$247.6K

% of Portfolio:0.0% ($247.6K/$2.9B)

S&P Global Inc.

SPGI|78409V104

Shares:487

Value:$247.4K

% of Portfolio:0.0% ($247.4K/$2.9B)

25434V401

Shares:4.1K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$2.9B)

922021605

Shares:2.5K

Value:$246.0K

% of Portfolio:0.0% ($246.0K/$2.9B)

025072604

AVEM|025072604

Shares:4.1K

Value:$245.7K

% of Portfolio:0.0% ($245.7K/$2.9B)

ENBRIDGE INC

ENB|29250N105

Shares:5.4K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$2.9B)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:3.0K

Value:$239.8K

% of Portfolio:0.0% ($239.8K/$2.9B)

33939L746

Shares:3.8K

Value:$239.6K

% of Portfolio:0.0% ($239.6K/$2.9B)

922042874

VGK|922042874

Shares:3.3K

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$2.9B)

AT&T INC.

T|00206R102

Shares:8.2K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$2.9B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:364

Value:$230.9K

% of Portfolio:0.0% ($230.9K/$2.9B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:929

Value:$230.4K

% of Portfolio:0.0% ($230.4K/$2.9B)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:5.1K

Value:$228.8K

% of Portfolio:0.0% ($228.8K/$2.9B)

025072877

Shares:2.6K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$2.9B)

464288158

Shares:2.1K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$2.9B)

NIKE, Inc.

NKE|654106103

Shares:3.5K

Value:$225.4K

% of Portfolio:0.0% ($225.4K/$2.9B)

BOEING CO

BA|097023105

Shares:1.3K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$2.9B)

921910816

MGK|921910816

Shares:714

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$2.9B)

Elevance Health, Inc.

ELV|036752103

Shares:502

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$2.9B)

Eaton Corp plc

ETN|G29183103

Shares:800

Value:$217.5K

% of Portfolio:0.0% ($217.5K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUIT INC.(INTUcusip461202103)	403	QoQ -34.89% (-216) YoY -0.24% (-1)	All Managers (Combined)	$247.6K	0.0% ($247.6K/$2.9B)	QoQ -36.38% (-$141.6K) YoY -5.77% (-$15.2K)
S&P Global Inc.(SPGIcusip78409V104)	487	QoQ -0.61% (-3) YoY -47.85% (-447)	All Managers (Combined)	$247.4K	0.0% ($247.4K/$2.9B)	QoQ +1.39% (-$3.4K) YoY -37.72% (-$149.9K)
(cusip25434V401)✕	4.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$2.9B)	QoQ -5.12% (-$13.3K) YoY +6.14% (+$14.3K)
(cusip922021605)✕	2.5K	QoQ +1.21% (+30) YoY NEW(+2.5K)	All Managers (Combined)	$246.0K	0.0% ($246.0K/$2.9B)	QoQ +0.05% (+$136) YoY NEW(+$246.0K)
(AVEMcusip025072604)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$245.7K	0.0% ($245.7K/$2.9B)	QoQ NEW(+$245.7K) YoY NEW(+$245.7K)
ENBRIDGE INC(ENBcusip29250N105)	5.4K	QoQ 0.00% (+0) YoY NEW(+5.4K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$2.9B)	QoQ +4.43% (+$10.2K) YoY NEW(+$240.9K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$239.8K	0.0% ($239.8K/$2.9B)	QoQ NEW(+$239.8K) YoY NEW(+$239.8K)
(cusip33939L746)✕	3.8K	QoQ -8.92% (-368) YoY -17.10% (-775)	All Managers (Combined)	$239.6K	0.0% ($239.6K/$2.9B)	QoQ -12.47% (-$34.2K) YoY -10.17% (-$27.1K)
(VGKcusip922042874)	3.3K	QoQ +2.85% (+92) YoY +9.59% (+290)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$2.9B)	QoQ +13.78% (+$28.2K) YoY +14.26% (+$29.0K)
AT&T INC.(Tcusip00206R102)	8.2K	QoQ NEW(+8.2K) YoY -47.58% (-7.5K)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$2.9B)	QoQ NEW(+$232.2K) YoY -15.78% (-$43.5K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	364	QoQ -5.94% (-23) YoY -8.54% (-34)	All Managers (Combined)	$230.9K	0.0% ($230.9K/$2.9B)	QoQ -16.25% (-$44.8K) YoY -39.73% (-$152.2K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	929	QoQ -2.92% (-28) YoY -21.00% (-247)	All Managers (Combined)	$230.4K	0.0% ($230.4K/$2.9B)	QoQ -5.05% (-$12.3K) YoY -26.98% (-$85.2K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	5.1K	QoQ -0.86% (-44) YoY NEW(+5.1K)	All Managers (Combined)	$228.8K	0.0% ($228.8K/$2.9B)	QoQ -26.43% (-$82.2K) YoY NEW(+$228.8K)
(cusip025072877)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$2.9B)	QoQ NEW(+$227.8K) YoY NEW(+$227.8K)
(cusip464288158)✕	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$2.9B)	QoQ +0.11% (+$258) YoY NEW(+$226.8K)
NIKE, Inc.(NKEcusip654106103)	3.5K	QoQ -12.25% (-496) YoY -39.58% (-2.3K)	All Managers (Combined)	$225.4K	0.0% ($225.4K/$2.9B)	QoQ -26.39% (-$80.8K) YoY -59.19% (-$326.9K)
BOEING CO(BAcusip097023105)	1.3K	QoQ -0.45% (-6) YoY -16.13% (-253)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$2.9B)	QoQ -4.08% (-$9.5K) YoY -25.87% (-$78.3K)
(MGKcusip921910816)	714	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$2.9B)	QoQ -10.05% (-$24.7K) YoY +7.76% (+$15.9K)
Elevance Health, Inc.(ELVcusip036752103)	502	QoQ NEW(+502) YoY -52.14% (-547)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$2.9B)	QoQ NEW(+$218.3K) YoY -59.85% (-$325.6K)
Eaton Corp plc(ETNcusipG29183103)	800	QoQ -19.59% (-195) YoY -38.17% (-494)	All Managers (Combined)	$217.5K	0.0% ($217.5K/$2.9B)	QoQ -34.14% (-$112.7K) YoY -46.25% (-$187.1K)