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:

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808524771

FNDX|808524771

Shares:9.0K

Value:$212.1K

% of Portfolio:0.0% ($212.1K/$2.9B)

25434V823

Shares:8.7K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$2.9B)

78463X871

Shares:6.3K

Value:$201.2K

% of Portfolio:0.0% ($201.2K/$2.9B)

California BanCorp \ CA

BCAL|84252A106

Shares:13.9K

Value:$199.4K

% of Portfolio:0.0% ($199.4K/$2.9B)

NOKIA CORP

NOK|654902204

Shares:24.0K

Value:$126.5K

% of Portfolio:0.0% ($126.5K/$2.9B)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:10.5K

Value:$122.1K

% of Portfolio:0.0% ($122.1K/$2.9B)

MONROE CAPITAL Corp

MRCC|610335101

Shares:14.0K

Value:$109.2K

% of Portfolio:0.0% ($109.2K/$2.9B)

AMBEV S.A.

ABEV|02319V103

Shares:26.5K

Value:$61.8K

% of Portfolio:0.0% ($61.8K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDXcusip808524771)	9.0K	QoQ 0.00% (-0) YoY NEW(+9.0K)	All Managers (Combined)	$212.1K	0.0% ($212.1K/$2.9B)	QoQ -0.29% (-$628) YoY NEW(+$212.1K)
(cusip25434V823)✕	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$2.9B)	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
(cusip78463X871)✕	6.3K	QoQ NEW(+6.3K) YoY -24.30% (-2.0K)	All Managers (Combined)	$201.2K	0.0% ($201.2K/$2.9B)	QoQ NEW(+$201.2K) YoY -25.51% (-$68.9K)
California BanCorp \ CA(BCALcusip84252A106)	13.9K	QoQ 0.00% (-0) YoY NEW(+13.9K)	All Managers (Combined)	$199.4K	0.0% ($199.4K/$2.9B)	QoQ -13.36% (-$30.7K) YoY NEW(+$199.4K)
NOKIA CORP(NOKcusip654902204)	24.0K	QoQ -0.01% (-3) YoY +4.40% (+1.0K)	All Managers (Combined)	$126.5K	0.0% ($126.5K/$2.9B)	QoQ +18.94% (-$20.2K) YoY +55.42% (+$45.1K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$122.1K	0.0% ($122.1K/$2.9B)	QoQ NEW(+$122.1K) YoY NEW(+$122.1K)
MONROE CAPITAL Corp(MRCCcusip610335101)	14.0K	QoQ +7.69% (-1.0K) YoY +27.27% (+3.0K)	All Managers (Combined)	$109.2K	0.0% ($109.2K/$2.9B)	QoQ -1.17% (-$1.3K) YoY +37.87% (+$30.0K)
AMBEV S.A.(ABEVcusip02319V103)	26.5K	QoQ -21.20% (-7.1K) YoY NEW(+26.5K)	All Managers (Combined)	$61.8K	0.0% ($61.8K/$2.9B)	QoQ -0.76% (-$474) YoY NEW(+$61.8K)