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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TransDigm Group INC

TDG|893641100

Shares:2.0K

Value:$2.8M

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

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.9K

Value:$2.8M

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

BILL Holdings, Inc.

BILL|090043100

Shares:59.6K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.9B)

921932778

Shares:32.3K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.9B)

ABBOTT LABORATORIES

ABT|002824100

Shares:19.3K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.9B)

CHEVRON CORP

CVX|166764100

Shares:15.0K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.9B)

92203C303

VUSB|92203C303

Shares:47.8K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.9B)

46435G532

Shares:31.7K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.9B)

QUALCOMM INC/DE

QCOM|747525103

Shares:14.6K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.9B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.2K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.9B)

464288679

Shares:19.7K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.9B)

78464A763

SDY|78464A763

Shares:15.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.9B)

HOME DEPOT, INC.

HD|437076102

Shares:5.7K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.9B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:25.9K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.9B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.1K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.9B)

464288257

Shares:17.0K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.9B)

464287234

EEM|464287234

Shares:44.3K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.9B)

UNION PACIFIC CORP

UNP|907818108

Shares:8.0K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.9B)

AbbVie Inc.

ABBV|00287Y109

Shares:8.5K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.9B)

Tesla, Inc.

TSLA|88160R101

Shares:6.8K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TransDigm Group INC(TDGcusip893641100)	2.0K	QoQ +0.34% (+7) YoY NEW(+2.0K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.9B)	QoQ +9.53% (+$243.2K) YoY NEW(+$2.8M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.9K	QoQ +17.06% (+859) YoY -15.69% (-1.1K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.9B)	QoQ +7.37% (+$189.9K) YoY -10.96% (-$340.2K)
BILL Holdings, Inc.(BILLcusip090043100)	59.6K	QoQ 0.00% (-3) YoY -77.26% (-202.5K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.9B)	QoQ -45.82% (-$2.3M) YoY -84.81% (-$15.3M)
(cusip921932778)✕	32.3K	QoQ -1.75% (-576) YoY -11.79% (-4.3K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.9B)	QoQ -11.66% (-$357.3K) YoY -16.28% (-$526.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	19.3K	QoQ -3.38% (-674) YoY -8.73% (-1.8K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.9B)	QoQ +13.31% (-$300.1K) YoY +6.51% (-$156.2K)
CHEVRON CORP(CVXcusip166764100)	15.0K	QoQ -4.69% (-737) YoY -21.48% (-4.1K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.9B)	QoQ +10.08% (-$229.5K) YoY -16.73% (-$503.5K)
(VUSBcusip92203C303)	47.8K	QoQ +35.96% (+12.7K) YoY +57.54% (+17.5K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.9B)	QoQ +36.60% (+$639.2K) YoY +58.51% (+$880.5K)
(cusip46435G532)✕	31.7K	QoQ -35.08% (-17.1K) YoY +35.92% (+8.4K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.9B)	QoQ -34.33% (-$1.2M) YoY +25.00% (+$458.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	14.6K	QoQ -3.76% (-572) YoY -16.41% (-2.9K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.9B)	QoQ -3.77% (-$88.0K) YoY -24.16% (-$714.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.2K	QoQ -6.24% (-281) YoY -30.49% (-1.9K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.9B)	QoQ -2.92% (-$66.6K) YoY -26.42% (-$793.2K)
(cusip464288679)✕	19.7K	QoQ +2.25% (+435) YoY +4.71% (+888)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.9B)	QoQ +2.58% (+$54.8K) YoY +4.63% (+$96.6K)
(SDYcusip78464A763)	15.6K	QoQ 0.00% (+0) YoY -1.28% (-202)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.9B)	QoQ +2.71% (+$55.7K) YoY +2.05% (-$42.6K)
HOME DEPOT, INC.(HDcusip437076102)	5.7K	QoQ -7.02% (-429) YoY -17.30% (-1.2K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.9B)	QoQ -12.40% (-$294.7K) YoY -20.99% (-$553.3K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	25.9K	QoQ +0.74% (+192) YoY -1.72% (-454)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.9B)	QoQ +6.55% (+$124.9K) YoY +6.34% (-$121.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.1K	QoQ +5.80% (+117) YoY -8.42% (-196)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.9B)	QoQ +9.21% (+$170.1K) YoY +18.22% (-$310.6K)
(cusip464288257)✕	17.0K	QoQ -4.70% (-841) YoY -87.00% (-114.0K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.9B)	QoQ -5.60% (-$117.7K) YoY -86.26% (-$12.4M)
(EEMcusip464287234)	44.3K	QoQ -2.01% (-911) YoY -22.71% (-13.0K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.9B)	QoQ +2.39% (-$45.2K) YoY -17.78% (-$419.0K)
UNION PACIFIC CORP(UNPcusip907818108)	8.0K	QoQ -0.64% (-52) YoY -14.00% (-1.3K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.9B)	QoQ +2.93% (-$54.1K) YoY -17.38% (-$399.8K)
AbbVie Inc.(ABBVcusip00287Y109)	8.5K	QoQ -3.12% (-274) YoY -8.22% (-762)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.9B)	QoQ +14.22% (-$221.9K) YoY +5.59% (-$94.4K)
Tesla, Inc.(TSLAcusip88160R101)	6.8K	QoQ +25.22% (-1.4K) YoY -5.20% (-374)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.9B)	QoQ -19.63% (-$431.2K) YoY +39.75% (-$502.0K)