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 4 of 15

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464287846

Shares:29.7K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$2.9B)

464287507

IJH|464287507

Shares:67.9K

Value:$4.0M

% of Portfolio:0.1% ($4.0M/$2.9B)

464288273

Shares:57.3K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.9B)

46137V357

RSP|46137V357

Shares:20.8K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.9B)

464287614

IWF|464287614

Shares:9.9K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.9B)

464287804

IJR|464287804

Shares:33.8K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.9B)

464287671

IUSG|464287671

Shares:27.8K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.9B)

922908637

VV|922908637

Shares:13.6K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.9B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:21.0K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.9B)

922908553

VNQ|922908553

Shares:37.4K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.9B)

464287499

IWR|464287499

Shares:39.5K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$2.9B)

92206C714

Shares:40.2K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.9B)

ROYAL BANK OF CANADA

RY|780087102

Shares:28.4K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.9B)

97717W307

DLN|97717W307

Shares:40.2K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.9B)

EXXON MOBIL CORP

XOM|30231G102

Shares:26.0K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.9B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:25.1K

Value:$3.1M

% of Portfolio:0.1% ($3.1M/$2.9B)

464287150

ITOT|464287150

Shares:23.4K

Value:$2.9M

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

PEPSICO INC

PEP|713448108

Shares:18.9K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.9B)

ORACLE CORP

ORCL|68389X105

Shares:20.1K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.9B)

NVIDIA CORP

NVDA|67066G104

Shares:25.8K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287846)✕	29.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$2.9B)	QoQ -4.88% (-$207.9K) YoY +6.25% (+$238.2K)
(IJHcusip464287507)	67.9K	QoQ +4.98% (-3.2K) YoY -19.90% (-16.9K)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$2.9B)	QoQ -1.68% (-$67.8K) YoY -23.06% (-$1.2M)
(cusip464288273)✕	57.3K	QoQ 0.00% (+0) YoY -3.10% (-1.8K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.9B)	QoQ +4.57% (+$159.2K) YoY -2.79% (-$104.7K)
(RSPcusip46137V357)	20.8K	QoQ -2.16% (-461) YoY -38.93% (-13.3K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.9B)	QoQ -3.28% (-$122.5K) YoY -37.54% (-$2.2M)
(IWFcusip464287614)	9.9K	QoQ 0.00% (-0) YoY +19.04% (+1.6K)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.9B)	QoQ -10.08% (-$400.1K) YoY +27.52% (+$770.2K)
(IJRcusip464287804)	33.8K	QoQ +26.72% (+7.1K) YoY +46.47% (+10.7K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.9B)	QoQ +15.01% (+$461.5K) YoY +38.58% (+$984.6K)
(IUSGcusip464287671)	27.8K	QoQ 0.00% (-0) YoY -1.61% (-455)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.9B)	QoQ -8.80% (-$340.9K) YoY +6.67% (-$220.9K)
(VVcusip922908637)	13.6K	QoQ +25.88% (+2.8K) YoY +28.88% (+3.1K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.9B)	QoQ +19.96% (+$582.8K) YoY +38.14% (+$966.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	21.0K	QoQ -6.11% (-1.4K) YoY -11.79% (-2.8K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.9B)	QoQ +7.65% (-$247.6K) YoY -7.54% (-$284.0K)
(VNQcusip922908553)	37.4K	QoQ -2.20% (-845) YoY -2.58% (-992)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.9B)	QoQ -0.60% (-$20.6K) YoY +1.98% (-$66.0K)
(IWRcusip464287499)	39.5K	QoQ 0.00% (-0) YoY +7.93% (+2.9K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$2.9B)	QoQ -3.76% (-$131.4K) YoY +9.18% (+$282.4K)
(cusip92206C714)✕	40.2K	QoQ 0.00% (+0) YoY -3.24% (-1.3K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.9B)	QoQ +1.58% (+$51.8K) YoY +1.55% (-$50.7K)
ROYAL BANK OF CANADA(RYcusip780087102)	28.4K	QoQ -7.81% (-2.4K) YoY -7.48% (-2.3K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.9B)	QoQ -13.77% (-$510.6K) YoY +3.36% (-$104.2K)
(DLNcusip97717W307)	40.2K	QoQ -2.76% (-1.1K) YoY -10.11% (-4.5K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.9B)	QoQ -0.78% (-$25.3K) YoY -1.18% (-$38.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	26.0K	QoQ +7.76% (+1.9K) YoY +1.92% (+491)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.9B)	QoQ +19.14% (+$496.6K) YoY +4.28% (+$127.0K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	25.1K	QoQ +1.07% (+266) YoY -7.29% (-2.0K)	All Managers (Combined)	$3.1M	0.1% ($3.1M/$2.9B)	QoQ +1.89% (+$57.0K) YoY +11.33% (-$311.2K)
(ITOTcusip464287150)	23.4K	QoQ +0.42% (-100) YoY +1.48% (+342)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.9B)	QoQ -4.73% (-$142.0K) YoY +7.38% (+$196.6K)
PEPSICO INC(PEPcusip713448108)	18.9K	QoQ +4.92% (+890) YoY -3.37% (-661)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.9B)	QoQ +3.46% (+$95.2K) YoY -17.21% (-$590.6K)
ORACLE CORP(ORCLcusip68389X105)	20.1K	QoQ +1.54% (-305) YoY -3.83% (-800)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.9B)	QoQ -14.80% (-$487.5K) YoY +7.03% (-$184.3K)
NVIDIA CORP(NVDAcusip67066G104)	25.8K	QoQ +9.93% (-2.3K) YoY +918.46% (+23.3K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.9B)	QoQ -11.27% (-$355.5K) YoY +22.11% (+$506.6K)