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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922042775

VEU|922042775

Shares:324.7K

Value:$19.7M

% of Portfolio:0.7% ($19.7M/$2.9B)

25434V880

DFAX|25434V880

Shares:745.3K

Value:$19.5M

% of Portfolio:0.7% ($19.5M/$2.9B)

97717W315

Shares:439.8K

Value:$18.5M

% of Portfolio:0.6% ($18.5M/$2.9B)

464288414

MUB|464288414

Shares:172.4K

Value:$18.2M

% of Portfolio:0.6% ($18.2M/$2.9B)

316188309

Shares:393.6K

Value:$18.0M

% of Portfolio:0.6% ($18.0M/$2.9B)

MICROSOFT CORP

MSFT|594918104

Shares:47.0K

Value:$17.6M

% of Portfolio:0.6% ($17.6M/$2.9B)

922908751

VB|922908751

Shares:74.6K

Value:$16.5M

% of Portfolio:0.6% ($16.5M/$2.9B)

922908744

VTV|922908744

Shares:87.9K

Value:$15.2M

% of Portfolio:0.5% ($15.2M/$2.9B)

81369Y605

Shares:279.0K

Value:$13.9M

% of Portfolio:0.5% ($13.9M/$2.9B)

922042718

VSS|922042718

Shares:112.5K

Value:$13.0M

% of Portfolio:0.5% ($13.0M/$2.9B)

464287630

IWN|464287630

Shares:85.9K

Value:$13.0M

% of Portfolio:0.4% ($13.0M/$2.9B)

464287226

Shares:126.4K

Value:$12.5M

% of Portfolio:0.4% ($12.5M/$2.9B)

Alphabet Inc.

GOOGL|02079K305

Shares:80.2K

Value:$12.4M

% of Portfolio:0.4% ($12.4M/$2.9B)

92204A702

VGT|92204A702

Shares:20.6K

Value:$11.2M

% of Portfolio:0.4% ($11.2M/$2.9B)

25434V708

DFAC|25434V708

Shares:314.1K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.9B)

25434V609

Shares:190.1K

Value:$9.8M

% of Portfolio:0.3% ($9.8M/$2.9B)

29287L205

Shares:138.6K

Value:$9.7M

% of Portfolio:0.3% ($9.7M/$2.9B)

464287655

IWM|464287655

Shares:46.9K

Value:$9.3M

% of Portfolio:0.3% ($9.3M/$2.9B)

464287689

IWV|464287689

Shares:28.0K

Value:$8.9M

% of Portfolio:0.3% ($8.9M/$2.9B)

46429B697

USMV|46429B697

Shares:92.9K

Value:$8.7M

% of Portfolio:0.3% ($8.7M/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	324.7K	QoQ +0.89% (+2.9K) YoY -0.37% (-1.2K)	All Managers (Combined)	$19.7M	0.7% ($19.7M/$2.9B)	QoQ +6.60% (+$1.2M) YoY +3.03% (-$580.9K)
(DFAXcusip25434V880)	745.3K	QoQ +1.37% (+10.1K) YoY +165.30% (+464.4K)	All Managers (Combined)	$19.5M	0.7% ($19.5M/$2.9B)	QoQ +6.83% (+$1.2M) YoY +173.23% (+$12.4M)
(cusip97717W315)✕	439.8K	QoQ -2.66% (-12.0K) YoY -14.16% (-72.6K)	All Managers (Combined)	$18.5M	0.6% ($18.5M/$2.9B)	QoQ +1.15% (-$211.7K) YoY -13.67% (-$2.9M)
(MUBcusip464288414)	172.4K	QoQ +3.48% (+5.8K) YoY -12.12% (-23.8K)	All Managers (Combined)	$18.2M	0.6% ($18.2M/$2.9B)	QoQ +2.41% (+$428.1K) YoY -13.88% (-$2.9M)
(cusip316188309)✕	393.6K	QoQ -5.51% (-23.0K) YoY +14.94% (+51.2K)	All Managers (Combined)	$18.0M	0.6% ($18.0M/$2.9B)	QoQ -3.87% (-$723.5K) YoY +15.81% (+$2.5M)
MICROSOFT CORP(MSFTcusip594918104)	47.0K	QoQ +0.39% (-187) YoY -4.16% (-2.0K)	All Managers (Combined)	$17.6M	0.6% ($17.6M/$2.9B)	QoQ -10.58% (-$2.1M) YoY -14.49% (-$3.0M)
(VBcusip922908751)	74.6K	QoQ +29.71% (+17.1K) YoY +103.68% (+38.0K)	All Managers (Combined)	$16.5M	0.6% ($16.5M/$2.9B)	QoQ +19.70% (+$2.7M) YoY +97.56% (+$8.2M)
(VTVcusip922908744)	87.9K	QoQ -1.24% (-1.1K) YoY +2.19% (+1.9K)	All Managers (Combined)	$15.2M	0.5% ($15.2M/$2.9B)	QoQ +0.76% (-$115.3K) YoY +8.39% (+$1.2M)
(cusip81369Y605)✕	279.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.9M	0.5% ($13.9M/$2.9B)	QoQ +3.06% (+$413.0K) YoY +18.25% (+$2.1M)
(VSScusip922042718)	112.5K	QoQ +3.88% (+4.2K) YoY +5.83% (+6.2K)	All Managers (Combined)	$13.0M	0.5% ($13.0M/$2.9B)	QoQ +4.90% (+$608.1K) YoY +4.70% (+$585.1K)
(IWNcusip464287630)	85.9K	QoQ +0.01% (-16) YoY -6.06% (-5.5K)	All Managers (Combined)	$13.0M	0.4% ($13.0M/$2.9B)	QoQ -8.01% (-$1.1M) YoY -10.69% (-$1.6M)
(cusip464287226)✕	126.4K	QoQ +0.27% (+344) YoY +35.47% (+33.1K)	All Managers (Combined)	$12.5M	0.4% ($12.5M/$2.9B)	QoQ +2.36% (+$288.6K) YoY +36.82% (+$3.4M)
Alphabet Inc.(GOOGLcusip02079K305)	80.2K	QoQ -0.35% (-286) YoY -3.46% (-2.9K)	All Managers (Combined)	$12.4M	0.4% ($12.4M/$2.9B)	QoQ -18.59% (-$2.8M) YoY -1.09% (-$137.5K)
(VGTcusip92204A702)	20.6K	QoQ -3.98% (-853) YoY -4.54% (-979)	All Managers (Combined)	$11.2M	0.4% ($11.2M/$2.9B)	QoQ -16.24% (-$2.2M) YoY -1.25% (-$142.2K)
(DFACcusip25434V708)	314.1K	QoQ +11.37% (+32.1K) YoY +11.38% (+32.1K)	All Managers (Combined)	$10.4M	0.4% ($10.4M/$2.9B)	QoQ +6.22% (+$606.9K) YoY +15.00% (+$1.4M)
(cusip25434V609)✕	190.1K	QoQ +9.86% (+17.1K) YoY +10.10% (+17.4K)	All Managers (Combined)	$9.8M	0.3% ($9.8M/$2.9B)	QoQ +1.63% (+$157.8K) YoY +4.15% (+$390.6K)
(cusip29287L205)✕	138.6K	QoQ +5.40% (+7.1K) YoY NEW(+138.6K)	All Managers (Combined)	$9.7M	0.3% ($9.7M/$2.9B)	QoQ +1.30% (+$124.5K) YoY NEW(+$9.7M)
(IWMcusip464287655)	46.9K	QoQ +0.04% (-20) YoY +0.81% (-380)	All Managers (Combined)	$9.3M	0.3% ($9.3M/$2.9B)	QoQ -9.67% (-$1.0M) YoY -4.37% (-$427.4K)
(IWVcusip464287689)	28.0K	QoQ -0.94% (-268) YoY +5.76% (+1.5K)	All Managers (Combined)	$8.9M	0.3% ($8.9M/$2.9B)	QoQ -5.87% (-$554.0K) YoY +11.95% (+$948.3K)
(USMVcusip46429B697)	92.9K	QoQ -11.29% (-11.8K) YoY -12.44% (-13.2K)	All Managers (Combined)	$8.7M	0.3% ($8.7M/$2.9B)	QoQ -6.42% (-$597.2K) YoY -1.88% (-$167.5K)