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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808524755

FNDF|808524755

Shares:236.2K

Value:$8.5M

% of Portfolio:0.3% ($8.5M/$2.9B)

25434V807

Shares:209.0K

Value:$8.2M

% of Portfolio:0.3% ($8.2M/$2.9B)

921943858

VEA|921943858

Shares:145.8K

Value:$7.4M

% of Portfolio:0.3% ($7.4M/$2.9B)

Alphabet Inc.

GOOG|02079K107

Shares:43.6K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$2.9B)

46429B689

EFAV|46429B689

Shares:86.7K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$2.9B)

25434V500

Shares:113.0K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$2.9B)

Meta Platforms, Inc.

META|30303M102

Shares:11.4K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$2.9B)

45409B107

Shares:206.7K

Value:$6.5M

% of Portfolio:0.2% ($6.5M/$2.9B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:26.3K

Value:$6.4M

% of Portfolio:0.2% ($6.4M/$2.9B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:8

Value:$6.4M

% of Portfolio:0.2% ($6.4M/$2.9B)

464287598

IWD|464287598

Shares:33.8K

Value:$6.4M

% of Portfolio:0.2% ($6.4M/$2.9B)

29287L106

Shares:93.5K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.9B)

AMAZON COM INC

AMZN|023135106

Shares:30.7K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.9B)

PROCTER & GAMBLE Co

PG|742718109

Shares:32.3K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.9B)

808524201

SCHX|808524201

Shares:231.8K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.9B)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:33.2K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.9B)

922042858

VWO|922042858

Shares:108.3K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.9B)

464287465

EFA|464287465

Shares:55.8K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.9B)

922908736

VUG|922908736

Shares:12.0K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.9B)

45409B800

Shares:125.6K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDFcusip808524755)	236.2K	QoQ +6.79% (+15.0K) YoY +20.49% (+40.2K)	All Managers (Combined)	$8.5M	0.3% ($8.5M/$2.9B)	QoQ +16.21% (+$1.2M) YoY +22.29% (+$1.6M)
(cusip25434V807)✕	209.0K	QoQ -1.62% (-3.5K) YoY -8.26% (-18.8K)	All Managers (Combined)	$8.2M	0.3% ($8.2M/$2.9B)	QoQ +9.13% (-$688.4K) YoY -1.74% (-$146.5K)
(VEAcusip921943858)	145.8K	QoQ -2.15% (-3.2K) YoY +1.55% (+2.2K)	All Managers (Combined)	$7.4M	0.3% ($7.4M/$2.9B)	QoQ +4.00% (-$285.3K) YoY +2.89% (+$208.2K)
Alphabet Inc.(GOOGcusip02079K107)	43.6K	QoQ -1.32% (-587) YoY -3.62% (-1.6K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$2.9B)	QoQ -19.05% (-$1.6M) YoY -1.11% (-$76.9K)
(EFAVcusip46429B689)	86.7K	QoQ -32.23% (-41.2K) YoY -39.00% (-55.4K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$2.9B)	QoQ -25.32% (-$2.3M) YoY -32.95% (-$3.3M)
(cusip25434V500)✕	113.0K	QoQ -0.66% (-760) YoY -5.26% (-6.3K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$2.9B)	QoQ -8.80% (-$651.7K) YoY -9.19% (-$683.9K)
Meta Platforms, Inc.(METAcusip30303M102)	11.4K	QoQ +0.92% (-105) YoY -14.32% (-1.9K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$2.9B)	QoQ -0.64% (-$42.9K) YoY +1.69% (-$110.0K)
(cusip45409B107)✕	206.7K	QoQ +12.93% (+23.7K) YoY -17.87% (-45.0K)	All Managers (Combined)	$6.5M	0.2% ($6.5M/$2.9B)	QoQ +12.57% (+$723.2K) YoY -16.75% (-$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	26.3K	QoQ -3.67% (-1.0K) YoY -11.68% (-3.5K)	All Managers (Combined)	$6.4M	0.2% ($6.4M/$2.9B)	QoQ -1.43% (-$93.6K) YoY +8.14% (-$484.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	8	QoQ -20.00% (-2) YoY -20.00% (-2)	All Managers (Combined)	$6.4M	0.2% ($6.4M/$2.9B)	QoQ -6.19% (-$421.7K) YoY +0.67% (-$43.1K)
(IWDcusip464287598)	33.8K	QoQ 0.00% (+0) YoY -0.02% (-10)	All Managers (Combined)	$6.4M	0.2% ($6.4M/$2.9B)	QoQ +1.63% (+$102.4K) YoY +5.01% (-$303.7K)
(cusip29287L106)✕	93.5K	QoQ +11.18% (+9.4K) YoY +384.27% (+74.2K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.9B)	QoQ +5.69% (+$329.5K) YoY +416.98% (+$4.9M)
AMAZON COM INC(AMZNcusip023135106)	30.7K	QoQ -2.79% (-881) YoY -3.69% (-1.2K)	All Managers (Combined)	$5.8M	0.2% ($5.8M/$2.9B)	QoQ -15.69% (-$1.1M) YoY +1.58% (-$91.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	32.3K	QoQ -2.38% (-789) YoY +6.07% (+1.8K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.9B)	QoQ -0.77% (-$42.8K) YoY +11.41% (+$563.6K)
(SCHXcusip808524201)	231.8K	QoQ -9.08% (-23.2K) YoY +173.38% (-147.0K)	All Managers (Combined)	$5.1M	0.2% ($5.1M/$2.9B)	QoQ -13.39% (-$791.6K) YoY -2.73% (-$143.9K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	33.2K	QoQ +0.10% (+35) YoY -1.15% (-388)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.9B)	QoQ +2.90% (+$138.7K) YoY +17.59% (-$734.7K)
(VWOcusip922042858)	108.3K	QoQ -1.89% (-2.1K) YoY +15.22% (+14.3K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.9B)	QoQ +0.81% (-$39.8K) YoY +24.84% (+$975.8K)
(EFAcusip464287465)	55.8K	QoQ +1.69% (+927) YoY +22.55% (+10.3K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.9B)	QoQ +9.92% (+$411.4K) YoY +25.41% (+$923.8K)
(VUGcusip922908736)	12.0K	QoQ -8.79% (-1.2K) YoY +10.10% (+1.1K)	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.9B)	QoQ -17.60% (-$946.7K) YoY +18.62% (+$695.8K)
(cusip45409B800)✕	125.6K	QoQ +17.93% (+19.1K) YoY -7.39% (-10.0K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$2.9B)	QoQ +22.73% (+$798.2K) YoY +0.90% (-$38.5K)